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 ...

Core Insights - The article discusses the 30th anniversary of the Hong Kong dessert brand, 满记甜品 (Mango Dessert), highlighting its recovery from a challenging period and its plans for future growth [1][3]. Financial Performance - In 2024, the traditional store business achieved a total net income of 478 million yuan, a year-on-year increase of 5%, with a corresponding GMV of 635 million yuan, up 14% [1]. - The number of offline stores grew from 193 at the end of 2023 to 243 by the end of 2024, representing a 27% increase [1]. - The new retail business generated a GMV of 240 million yuan and a net income of 99 million yuan, marking a significant year-on-year growth of 395% [3]. Strategic Goals - The CMO of 满记甜品, Duncan, stated that the company aims to focus on consumer satisfaction over the next 3 to 5 years, with plans to expand to 500 direct stores and achieve 1 billion yuan in net revenue from both direct and retail businesses [3]. - The company also plans to have over 2,000 franchise stores, targeting 1 billion yuan in franchise revenue while continuing to penetrate lower-tier markets [3]. Historical Context - 满记甜品 was founded in 1995 and quickly gained popularity in mainland China, reaching a peak of over 500 stores and 1 billion yuan in overall performance by 2018 [4][6]. - The brand's initial success was attributed to its unique hand-crafted fruit desserts, which differentiated it from competitors [4][6]. Market Challenges - The dessert market has become increasingly competitive, with brands like 许留山 and 鲜芋仙 also facing declines due to the rise of tea and coffee brands [11][12]. - The shift in consumer preferences towards convenience and takeaway options has posed challenges for traditional dessert brands, which historically focused on dine-in experiences [12][13]. Recent Developments - Following a period of negative publicity and store closures, 满记甜品 secured new strategic investments to enhance its new retail business and franchise operations [18][20]. - The company has initiated a comprehensive transformation, including management changes, product innovation, and a focus on takeaway and delivery services [20][21][22]. Future Outlook - The dessert market in China is projected to grow from 1,120 billion yuan in 2019 to 1,715 billion yuan in 2024, with tea-infused desserts capturing a significant market share [28][31]. - 满记甜品 is adapting its product offerings to include portable options and expanding into new retail channels, aiming to regain market share and appeal to younger consumers [32].