提要：《每日经济新闻》一年一度的"食品饮料论坛"始于2021年"糖酒会"，至今已成功举办四届。过去四年里，我们同步推出 食品饮料创新力榜。今年，《每日经济新闻》全面升级行业观察维度与内容呈现模式，从过往的榜单机制，转为以"创新案 例"为核心的呈现方式，更强调创新本身的价值与实践意义。我们希望让每一个真实、直观的案例，直接告诉市场"如何做出增 长"。 每一口食物，可以是味觉记忆，也可以是时代注脚。 2025年上半年，中国食品饮料市场规模达2845.4亿元，销售额同比增长5.8%，销量增长7.8%，呈现稳健增长态势。今年，食饮 行业的变化较往年更趋细微复杂，且更易成为社交媒体热议话题。 以"预制菜"为例，这一赛道便在争议声中持续前行。一方面，预制菜靠稳定品质和供应链优势稳住餐饮端基本盘，以超20%的年 复合增长率重塑消费格局；另一方面，消费者对其安全性、风味还原度的顾虑仍未完全消散。 分歧与增长并存，在这样的环境下，有没有一些预制菜企业正通过技术、品控或模式创新重塑消费者信任？又有哪些真实落地 的做法值得被作为"行业创新案例"记录？ 现制茶饮咖啡品牌们的竞争可以发生在任何领域。在二次元联名、手办、盲盒周边等营销外 ...

Core Insights - The recent subsidy war among food delivery platforms has significantly impacted the ready-to-drink beverage market, leading to a temporary surge in sales but raising questions about the sustainability of this growth [1][6][9] Industry Overview - The ready-to-drink tea and coffee sector has seen a dramatic price drop, with many brands offering products below 10 yuan due to aggressive subsidies [2][7] - Major brands like Luckin Coffee, Gu Ming, and Mi Xue Bing Cheng reported substantial revenue increases in the first half of 2025, with total revenue reaching 550 billion yuan, a year-on-year increase of 135 billion yuan [1][3][4] Financial Performance - Luckin Coffee reported a net income of 212.24 billion yuan, a 44.6% increase year-on-year, while Gu Ming achieved 56.63 billion yuan in revenue, up 41.2% [3][4] - Other brands also showed growth, with Mi Xue Bing Cheng at 148.75 billion yuan (39.3% increase) and Ba Wang Cha Ji at 67.25 billion yuan (21.6% increase) [4] Market Dynamics - The rapid expansion of store numbers has been a key driver of revenue growth, with Mi Xue Bing Cheng adding over 5,700 stores in the first half of the year [5][8] - The reliance on subsidies has raised concerns about the long-term viability of sales growth, as many brands may struggle to maintain performance without these incentives [5][7] Regulatory Environment - The State Administration for Market Regulation has indicated a focus on monitoring the competitive landscape of the food delivery industry, emphasizing the need for quality service and fair pricing [1][6] - The regulatory body has urged platforms to control subsidies to avoid disrupting the normal pricing structure, which could lead to a decline in consumer demand once subsidies are removed [6][7] Strategic Shifts - Brands are beginning to shift focus towards in-store sales and improving operational efficiency to mitigate the impact of fluctuating delivery orders [8] - There is a growing consensus among leading brands to enhance digital operations and supply chain management to better meet consumer demands and improve profitability [8][9]