Core Viewpoint - The new tea beverage industry is increasingly focusing on health, with Shuyi Shao Xian Cao differentiating itself by launching a new product featuring curly kale, marking the beginning of a "Curly Kale 2.0" era in tea drinks [1][10]. Group 1: Product Development - Shuyi Shao Xian Cao has introduced a new curly kale beverage, utilizing fresh curly kale and ensuring high-quality logistics and food safety processes to maintain freshness and safety of ingredients [1][9]. - The company is launching four curly kale drinks, including a refreshing "Curly Kale Slimming Cup" and various smoothies, emphasizing the use of high-quality tender leaves for optimal taste [8][10]. - The curly kale is a novel ingredient in the domestic market, primarily cultivated in specific research production bases, and is known for its high nutritional value, including dietary fiber and vitamins [4][8]. Group 2: Market Performance - Despite facing competition, the curly kale drinks achieved impressive sales, with over 200,000 cups sold in the first weekend, consuming 20,000 jin of curly kale, and receiving a 95% customer satisfaction rate [10][11]. - The product's success reflects a growing trend among young consumers who prioritize health and quality in their beverage choices [10][11]. Group 3: Marketing Strategy - Shuyi Shao Xian Cao has appointed Chinese track and field athlete Wu Yanni as a brand ambassador to promote a healthy lifestyle, enhancing the product's appeal to younger consumers [11][12]. - The company is employing innovative marketing strategies, including themed packaging and interactive events, to strengthen health awareness and engage consumers [12][16]. Group 4: Supply Chain and Quality Control - The curly kale is sourced directly from cooperative bases, ensuring daily fresh harvesting and rigorous quality checks, with a focus on food safety through multiple cleaning and preparation processes [9][20]. - The company emphasizes a strong supply chain strategy, leveraging local resources to enhance product quality and maintain competitive advantages in the market [20][24]. Group 5: Long-term Strategy - Shuyi Shao Xian Cao is committed to refining its product offerings through meticulous research and development, focusing on quality and consumer preferences to drive future growth [17][19]. - The company aims to expand its health beverage portfolio while maintaining a stable supply chain and precise operational management to ensure consistent product quality [24].

Core Insights - The sudden popularity of lemon milk has captured significant attention on social media, with over 9.3 million views on related posts, prompting major brands like Mixue and Hushang Auntie to introduce their own versions of lemon milk drinks [1][3][5] - Lemon milk is not a new concept, particularly in regions like Zhejiang and Guangdong, where it has been a staple beverage for years, leading to a surge in local store sales as the trend spreads nationally [7][12] Brand Responses - Mixue has launched new lemon milk products in select regions, including the Snow King Lemon Milk and Lemon Milk Coffee, responding to consumer demand for nationwide availability [1][5] - Hushang Auntie introduced the Modern Little Iron series, featuring refreshing lemon milk drinks that quickly became the second most repurchased item in the month of June [5][11] Market Trends - The trend towards lemon milk reflects a broader consumer shift towards refreshing flavors, particularly in summer, as consumers seek alternatives to traditional sweetened beverages [9][20] - The rise of lemon milk indicates a growing market for fruit-flavored dairy products, with brands exploring innovative combinations to enhance flavor profiles and consumer appeal [20][22] Technical Developments - Advances in production techniques have addressed the common issue of curdling in lemon milk, allowing for a smoother consumer experience and broader market acceptance [12][14] - Brands are utilizing methods such as temperature control and ingredient optimization to minimize curdling, which has historically limited the popularity of lemon milk [14][16] Consumer Preferences - There is a noticeable fatigue with traditional light milk tea flavors, prompting consumers to seek out new and exciting options like fruit-infused dairy beverages [16][18] - The introduction of fruit flavors into milk tea is expected to create a more dynamic and refreshing drinking experience, appealing to a wider audience [22]

日前，《中国独角兽排行榜2025》正式发布。报告显示，中国独角兽企业总估值达8.46万亿元。其中6 家川企上榜，分别是书亦烧仙草、医联、准时达、威斯克生物、驹马物流、Fiture，全部来自成都。 独角兽企业以其突破性技术产品或新颖的商业模式，被视为经济发展的重要风向标。书亦烧仙草作为新 茶饮企业的代表，此次上榜无疑也是市场对于新茶饮行业的持续看好。数据显示，2025年中国现制茶饮 市场规模预计突破3689亿元。2025年，中国新茶饮市场在消费升级与数字化赋能的双重驱动下，正加速 迈向品质化、规模化扩张的新阶段。 | 中科宇航 | 广东 | 广州 | 2018 | 160 | 航天 | | --- | --- | --- | --- | --- | --- | | 联合飞机 | 广东 | 深圳 | 2012 | 100 | 航天 | | 临工重机 | 山东 | 济南 | 2012 | 100 | 工业设备 | | 比亚迪半导体 | 广东 | 深圳 | 2004 | 100 | 半导体 | | 沐曦集成 | 上海 | 上海 | 2020 | 100 | 半导体 | | 瀚博半导体 | 上海 | 上海 | 2018 ...