Core Viewpoint - The article highlights a significant transformation in the Chinese tea beverage market, contrasting the declining performance of traditional brands like Xiangpiaopiao with the rapid growth of new tea drink companies such as Mixue Ice City and Guming, indicating a shift in consumer preferences from instant tea to freshly made tea drinks [4][12]. Group 1: Xiangpiaopiao's Challenges - Xiangpiaopiao, once a leading brand in the instant tea market, reported a revenue of 1.035 billion yuan in its half-year report, a year-on-year decline of 12.21%, and a net profit loss of 97 million yuan, a staggering drop of 230.13% [6]. - The decline is primarily attributed to a 31.04% drop in sales revenue from its instant tea products, which has significantly impacted overall performance [6]. - In response to these challenges, Xiangpiaopiao is attempting to reposition its brand towards younger and health-conscious consumers by launching new products like "original leaf freshly brewed milk tea" and "ancient five red warm milk tea" [6][10]. Group 2: Growth of Freshly Made Tea Brands - In contrast, new tea drink companies such as Mixue Ice City, Guming, and others have shown remarkable growth, with a combined revenue exceeding 33 billion yuan and a total net profit of over 5 billion yuan in the first half of the year [12]. - Mixue Ice City achieved a revenue of 14.87 billion yuan, a year-on-year increase of 39.3%, and a net profit of 2.72 billion yuan, up 44.1% [12]. - Guming also reported impressive growth, with a revenue of 5.363 billion yuan, a 41.2% increase, and a net profit surge of 121.51% [12]. Group 3: Market Dynamics and Consumer Preferences - The tea beverage industry is experiencing a shift towards health and freshness, with consumers increasingly prioritizing product ingredients and health benefits, leading to a rise in fresh fruit and vegetable drinks [17]. - The competition is intensifying as freshly made tea brands establish robust supply chains, with Mixue Ice City achieving 100% self-sourcing of core ingredients and Guming providing rapid cold chain delivery to 98% of its stores [19]. - The integration of online and offline channels is becoming crucial for brand expansion, as consumers view tea drinks not just as beverages but as social and emotional experiences [18].

Group 1 - The new-style tea beverage industry is experiencing a trend towards healthier options, driven by increasing consumer health awareness and preferences for "light milk" and "low sugar" products [1][2] - Companies are focusing on product transparency by providing detailed nutritional information on their beverages, such as glycemic index, calorie count, caffeine content, protein, and sodium levels [1] - The introduction of non-hydrogenated base milk products is seen as a significant innovation in the tea beverage sector, with companies like Saint Mana Dairy leading the way in developing healthier alternatives to traditional creamers [2] Group 2 - Saint Mana Dairy has expanded its production capacity with new Tetra Pak production lines to meet the demand for non-hydrogenated base milk, which avoids the health risks associated with trans fats [2] - The founder of Saint Mana Dairy emphasizes the importance of balancing taste and health in product development, aiming to cater to the new consumer trend of prioritizing health without sacrificing flavor [2]