此外，外星人电解质水是元气森林于2021年推出的明星单品，并在2022年就以12.7亿元销售额占据了国 内电解质水市场47%份额，此后元气森林开始成为电解质水细分领域的冠军，牢牢占据行业第一的位 置，而过去一年中，外星人电解质水同比增长34%。 运营商财经网副总编刘平表示，在消费趋势多变的行业环境下，元气森林的表现十分亮眼，打造了气泡 水、外星人、冰茶系列等多款明星单品，呈现出全面开花的态势，实现了强势增长。 运营商财经（官方微信公众号yyscjrd）—— 主流财经网站，一家全面覆盖科技、金融、证券、汽车、 房产、食品、医药、日化、酒业及其他各种消费品网站。 运营商财经网讯 近日，由运营商财经网独家编制的"2025年度饮料品牌十大杰出总裁"名单正式揭晓，元气森林董事长唐 彬森成功入选！ 元气森林由唐彬森于2016年创办，并实现了快速崛起，成为饮料行业的一匹黑马。在元气森林2025年经 销商大会上，唐彬森表示，元气森林在2025年延续了强劲的增长势头，整体业绩实现同比26%的增长， 约为大盘的4倍，连续三年保持双位数增速，而其合作网点已突破128万家，净增12万家，城市覆盖新增 64个。 ...

元气森林的关键瘦身 转自：北京日报客户端 2025年中国食品饮料行业正处于深刻变革期，传统老牌企业面临渠道重构、产品升级、舆情风波的挑 战，新兴品牌凭借差异化定位、数字化营销和产业链布局快速崛起。变局之下，元气森林剥离非核心业 务，果子熟了坚守无糖茶，认养一头牛逆势布局上游，成为这一年度乳饮企业冲破瓶颈、锐意进取的缩 影。复盘新势力元气森林、果子熟了和认养一头牛的2025年，或迸发出解行业难题的新灵感。 "慢即是快"，元气森林创始人唐彬森在一个月前的2025年经销商大会上重申了这条产品主义。 这一年，元气森林完成了一次关键的战略"瘦身"，旗下乳品品牌北海牧场正式拆分并独立运营，引入专 业团队专注低温酸奶与健康乳品领域。这也标志着元气森林从探索多品类战略转向全面深耕饮料主赛 道。通过剥离非核心业务，元气森林将资源集中于气泡水、电解质水、养生水、冰茶与乳茶五大核心品 类，形成清晰的产品矩阵。 资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原分析，"元气森林拆分北海牧场并推 动其独立运营，是立足自身资源禀赋的核心战略聚焦，核心逻辑在于剥离乳制品赛道的竞争损耗，将集 团研发、渠道、营销核心资源全部收拢至气泡 ...

2025年中国食品饮料行业正处于深刻变革期，传统老牌企业面临渠道重构、产品升级、舆情风波的挑 战，新兴品牌凭借差异化定位、数字化营销和产业链布局快速崛起。变局之下，元气森林剥离非核心业 务，果子熟了坚守无糖茶，认养一头牛逆势布局上游，成为这一年度乳饮企业冲破瓶颈、锐意进取的缩 影。复盘新势力元气森林、果子熟了和认养一头牛的2025年，或迸发出解行业难题的新灵感。 元气森林的关键瘦身 "慢即是快"，元气森林创始人唐彬森在一个月前的2025年经销商大会上重申了这条产品主义。 这一年，元气森林完成了一次关键的战略"瘦身"，旗下乳品品牌北海牧场正式拆分并独立运营，引入专 业团队专注低温酸奶与健康乳品领域。这也标志着元气森林从探索多品类战略转向全面深耕饮料主赛 道。通过剥离非核心业务，元气森林将资源集中于气泡水、电解质水、养生水、冰茶与乳茶五大核心品 类，形成清晰的产品矩阵。 资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原分析，"元气森林拆分北海牧场并推 动其独立运营，是立足自身资源禀赋的核心战略聚焦，核心逻辑在于剥离乳制品赛道的竞争损耗，将集 团研发、渠道、营销核心资源全部收拢至气泡水、电解质水等五大饮料 ...

2025年中国食品饮料行业正处于深刻变革期，传统老牌企业面临渠道重构、产品升级、舆情风波的挑战，新兴品牌凭借差异化定位、数字化营销和产业链布 局快速崛起。变局之下，元气森林剥离非核心业务，果子熟了坚守无糖茶，认养一头牛逆势布局上游，成为这一年度乳饮企业冲破瓶颈、锐意进取的缩影。 复盘新势力元气森林、果子熟了和认养一头牛的2025年，或迸发出解行业难题的新灵感。 元气森林的关键瘦身 "慢即是快"，元气森林创始人唐彬森在一个月前的2025年经销商大会上重申了这条产品主义。 这一年，元气森林完成了一次关键的战略"瘦身"，旗下乳品品牌北海牧场正式拆分并独立运营，引入专业团队专注低温酸奶与健康乳品领域。这也标志着元 气森林从探索多品类战略转向全面深耕饮料主赛道。通过剥离非核心业务，元气森林将资源集中于气泡水、电解质水、养生水、冰茶与乳茶五大核心品类， 形成清晰的产品矩阵。 资深企业战略和技术创新管理专家、科方得咨询机构负责人张新原分析，"元气森林拆分北海牧场并推动其独立运营，是立足自身资源禀赋的核心战略聚 焦，核心逻辑在于剥离乳制品赛道的竞争损耗，将集团研发、渠道、营销核心资源全部收拢至气泡水、电解质水等五大饮料主业， ...

来源：新浪财经 饮品业务中茶饮料、包装水、果汁三大主力品类分别下跌6.3%、6.0%、13.0%；方便食品业务中，桶装 面、高价位袋面均出现下滑，中价位袋面与干脆面则依靠低价折扣策略分别实现8% 和14.5%的正增 长。利润增长的核心驱动力来自毛利率的提升与 2024 年启动的提价策略。 新任 CEO 魏宏丞的上任，意味着康师傅重新回归家族主导的治理模式。公开资料显示，43 岁的魏宏丞 拥有伦敦帝国学院本科学位及哈佛商学院 MBA 学位，自 2015 年起进入康师傅体系，2019 年起担任饮 品板块董事长，任职期间主导推出了无糖茶、气泡水等多款爆款产品。值得注意的是，其兄长魏宏名为 康师傅董事会主席，家庭成员及亲属实益持有主要股东顶新（开曼岛）控股 100% 权益，家族对企业的 掌控力进一步强化。截至公告发布日，魏宏丞持有公司 500 万股股份及 138.5 万股购股权，2024 年薪酬 总计约 937 万元。 经营现状：营收下滑与利润增长的矛盾困境 康师傅此次管理层更迭，恰逢企业经营呈现 "量减利增" 的特殊格局。2025 年半年报数据显示，公司上 半年实现营业收入 400.92 亿元，同比下降 2.7%， ...

Core Insights - Yuanqi Forest maintains a dual strategy of "change and constancy," achieving a 26% growth in overall performance this year, with specific product lines like electrolyte water and vitamin water seeing even higher increases [1][2] - The company emphasizes trust and collaboration with suppliers, which has led to breakthroughs in the industry and a focus on long-term partnerships [2][3] Performance Metrics - Overall performance growth of 26% this year, with specific product lines experiencing significant increases: electrolyte water (34%), iced tea (56%), good self (36%), vitamin water (128%), and sparkling water (52%) [1] - The company has engaged over 600 suppliers and participated in over 130 bidding projects, contributing to the development of more than 70 new products [10] Supplier Relationships - Trust is the foundation of Yuanqi Forest's relationships with suppliers, leading to a cycle of mutual problem-solving and responsiveness [3][5] - The company has established a partnership model characterized by "partners, transparency, cost reduction, and openness," which enhances collaboration and efficiency [7][12] Operational Strategies - Yuanqi Forest focuses on lifecycle management of suppliers and long-term partnerships with those demonstrating comprehensive capabilities and innovation potential [7] - The company aims to optimize costs and innovate products while ensuring a stable supply chain, which is seen as a core competency [7][8] Future Outlook - The company plans to deepen collaboration with agricultural producers and equipment partners to enhance supply chain efficiency and competitiveness [10][12] - Yuanqi Forest is committed to a transparent and clear operational process, ensuring that suppliers are well-informed and engaged in the partnership [11]

今年大会上，品牌建设也被反复提及。在部分品类山寨现象仍存的背景下，元气森林强调将继续加 强品牌规范、渠道秩序和市场监管能力，以提升产品与运营体系的长期稳定性。管理层认为，品牌一致 性有助于降低渠道风险、提升经销商信心，并构筑更稳固的市场壁垒。 截至目前，元气森林的产品已进入全球 40 多个国家和地区。在社交平台，"全世界偶遇元气森 林"的分享正在增多，部分新品也在海外终端测试中获得初步反馈。唐彬森在大会尾声表示："我们坚定 相信中国市场，相信中国人会吃得更好、喝得更好。" 2025年11月17日，元气森林全国经销商大会在珠海闭幕。会上公布的数据显示，2025 年品牌整体 业绩同比增长26%，连续三年保持双位数提升，增速约为快消行业整体水平的四倍。在竞争加剧、消费 结构快速变化的行业环境中，这一表现尤为引人关注。 今年大会的一个关键信号，是产品力与研发体系的持续深化。根据尼尔森数据，气泡水、电解质 水、中式养生水、减糖茶等健康化饮品在2025年仍保持较高水平增长，这些恰是元气森林多年前便开始 深耕的赛道。今年，外星人电解质水同比增长 34%，冰茶系列同比增长 56%，维生素水增幅更达到 128%。在大会现场，唐 ...

Core Insights - The founder of Yuanqi Forest, Tang Binsen, has shifted the company's focus from a strong reliance on sugar-free beverages to a broader product range, indicating a long-term vision for the brand's growth [1][3] Group 1: Company Strategy - Yuanqi Forest announced a strategic adjustment to spin off its dairy brand, Beihai Pasture, into an independent entity, allowing the company to concentrate on beverage product development [3] - The company aims to reduce its dependency on its flagship product, sparkling water, by diversifying its product portfolio, which now includes electrolyte water, tea beverages, and traditional Chinese health drinks [3][6] Group 2: Financial Performance - Yuanqi Forest reported a 26% year-on-year growth in overall performance, maintaining double-digit growth for three consecutive years [3] - The company achieved a revenue scale of approximately 11.7 billion yuan in the previous year, with projections indicating revenues exceeding 14 billion yuan this year, positioning it among the top ten in China's beverage industry [3] Group 3: Market Positioning - The company has shifted its market positioning from a premium brand to a more value-oriented approach, as evidenced by the pricing strategy for its second-largest product, iced tea, which is competitively priced at 5-6 yuan for 900ml [4] - Yuanqi Forest's product mix is now more diverse and stable, featuring sugar-free and low-sugar options, which enhances its market prospects [3] Group 4: Operational Insights - The company has adopted a more cautious and disciplined approach in recent years, focusing on solidifying its foundational operations and stabilizing relationships with distributors [6] - Tang Binsen emphasized the importance of respecting market dynamics and maintaining operational efficiency without unnecessary disruptions [6]

Core Insights - The article highlights the strategic decision by Yuanqi Forest to split its dairy brand Beihai Pasture from the main group, aiming to focus on its core beverage sector while allowing Beihai Pasture to specialize in the health dairy market [1][3]. Group 1: Strategic Focus - Yuanqi Forest will concentrate resources on core beverage categories such as sparkling water, electrolyte water, and iced tea, while Beihai Pasture will focus on low-temperature yogurt products [3][5]. - The split is seen as a typical practice in the consumer goods industry to "focus on the main track and strengthen productism," reinforcing Yuanqi Forest's core competitiveness after exploring multiple categories [1][5]. Group 2: Development and Innovation - Beihai Pasture aims to innovate around health, committing to developing functional and enjoyable yogurt products to meet consumer demands for healthier dairy options [3][5]. - Yuanqi Forest plans to maintain a humble approach by learning from industry veterans and ensuring product quality through an internal "accompaniment testing" mechanism, where new products are tested by employees before market release [5]. Group 3: Market Position and Growth - Yuanqi Forest's products are now available in over 40 countries, with core products like sparkling water becoming popular among international consumers [5]. - The company expresses confidence in the potential of the Chinese market, believing that more excellent health brands will emerge in the beverage industry [5].

Core Insights - The article highlights the strong performance of Yuanqi Forest, which achieved a 26% year-on-year growth in 2025, significantly outpacing the fast-moving consumer goods (FMCG) industry growth rate of 4.8% [2][4]. Product Strategy - Yuanqi Forest is transitioning from a "single hit product" strategy to a "full product matrix," introducing various beverages such as sparkling water, electrolyte water, vitamin water, and reduced-sugar tea to meet the rising health consciousness among consumers [4][5]. - The company emphasizes the importance of product quality and innovation, with a focus on creating functional and healthy beverages. The R&D team has conducted over 500 iterations to enhance their sparkling water offerings [5][6]. Innovation and Development - Yuanqi Forest employs a unique production process, such as using -196°C liquid nitrogen technology for its iced tea, ensuring a balance between taste and health by reducing sugar without compromising flavor [6][14]. - The company has established a mechanism called "accompaniment testing," where employees regularly consume new products and provide feedback, ensuring continuous improvement [15]. Market Expansion and Channel Strategy - The company has a clear channel strategy, focusing on digital management and optimizing product offerings based on consumer preferences. This approach enhances channel efficiency and supports product development [7][11]. - Yuanqi Forest has expanded its market presence globally, with products available in over 40 countries, gaining recognition and popularity among international consumers [7][8]. Long-term Vision and Philosophy - The founder emphasizes a long-term commitment to creating "loving good products," adhering to six principles that prioritize meaningful ingredients and consumer health [13][14]. - The company aims to maintain a humble approach, learning from industry veterans while focusing on product quality and brand integrity [16][17].