文 | 窄播杨奕琪（上海） 「糖水」又一次火了。 10年前，以满记甜品、鲜芋仙、许留山为代表的台式和港式糖水品牌，在国内掀起了「糖水」的第一波消费热潮。如今这股热潮再度回归，麦记牛奶公 司、汕心・潮汕甜汤、怡满分等多个新中式养生糖水品牌加速全国拓店，就连海底捞也在门店上线了自助糖水铺子。 其中，麦记牛奶公司的扩张势头尤为迅猛，麦记总经理谢永亮告诉《窄播》，今年预计在全国开出超1000家门店。作为对比，满记甜品、鲜芋仙经营多 年，门店数始终未超过800家。 古茗、悸动烧仙草、COCO都可、茶百道等新茶饮品牌也在跨界卖糖水。今年11月，古茗推出炖煮系列甜品碗，恰好契合消费者在冬季的热饮需求，快速 带动11月上半月业绩增长，且对整月业绩起到明显提振作用。 从左至右分别是：麦记、古茗、汕心 为什么这么多品牌开始卖糖水 仔细观察这一批糖水新品牌的菜单，不难发现他们的主打单品不再是芒果、芋圆这类被满记、鲜芋仙验证过的传统甜品食材，取而代之的是木薯、桃胶、 银耳、海石花等更具地域特色、主打天然养生属性的食材。 古茗和汕心的「小料」科普 看似简单的食材替换，背后正是糖水行业新老交替期的核心市场机会。 此外，乐百氏创始人何伯权 ...

Core Points - A new individual business named Zhaoqing Duanzhou District Jiao Jiao Sugar Water Shop has been established with a registered capital of 10,000 RMB [1] - The business scope includes general projects such as food sales (only selling pre-packaged food) and food internet sales (only selling pre-packaged food) [1] - The business is also authorized to provide catering services and food sales, subject to necessary approvals from relevant authorities [1]

Core Insights - A new business named Qing Shen Xiao Shi Tang Ji has been established, focusing on small-scale food and beverage operations [1] Company Overview - The business is registered as an individual business entity with a legal representative named Wu Shan [1] - The registered capital of the company is 40,000 RMB [1] Business Scope - The business activities include licensed projects such as small catering, small grocery, and food workshop operations [1] - It also involves food sales, which require approval from relevant authorities before commencing operations [1] - General activities include internet sales, excluding items that require special permits [1]

Core Points - A new company named Xuzhou Qingbenjiaren Sugar Water Co., Ltd. has been established with a registered capital of 50,000 RMB [1] - The legal representative of the company is Luo Qing [1] Business Scope - The company is involved in various licensed activities including food sales, internet food sales, beverage production, food production, and pre-prepared dish sales [1] - It also engages in catering services that do not produce smoke, odor, or waste gas [1] - The company can manage food operations, subject to necessary approvals from relevant authorities [1] General Activities - The company focuses on selling pre-packaged food and offers delivery services [1] - It is involved in the sale of special medical purpose formula foods and health foods (pre-packaged) [1] - Additional activities include processing vegetables, fruits, and nuts, as well as retailing fresh fruits and edible agricultural products [1] - The company also provides packaging services, technical promotion services, and marketing planning [1]

Core Insights - The beverage industry is witnessing a significant shift as many tea drink operators are entering the sugar water market, leading to impressive revenue growth and new business models [5][6][8][12]. Group 1: Market Trends - A wave of tea drink operators is transitioning to sugar water, with some reporting revenue increases of 200%, reaching monthly revenues of 700,000 to 800,000 yuan [5][12]. - The combination of tea drinks and sugar water is becoming a popular trend, with brands like Lucky Coffee and Gu Ming expanding their offerings significantly [8]. - The sugar water market is characterized by a high overlap in customer demographics with tea drinks, particularly targeting young consumers aged 15-40, predominantly female [22][26]. Group 2: Business Performance - Brands like "Sugar Narrative" have opened 160 stores, with daily revenues per store averaging 7,000 yuan, and some exceeding 20,000 yuan [12]. - The "Tea + Sugar Water" model has shown promising results, with 90% of upgraded stores experiencing revenue increases, some exceeding 200% [12][29]. - The sugar water category has over 200,000 stores nationwide, with more than 70,000 new openings in the past year, yet no brand has reached the scale of 1,000 stores [38][40]. Group 3: Challenges and Opportunities - The sugar water category faces challenges such as unclear product definitions and high operational costs, which may hinder the emergence of leading brands [40][45]. - There is a significant regional consumption difference, with sugar water being more popular in southern regions, while northern areas lack a strong consumption habit [48][52]. - The potential for sugar water to become a staple in consumers' lives, similar to tea drinks, will be crucial for the category's growth over the next decade [53].

Core Viewpoint - A new individual business named "Tangxin Sugar Water Shop" has been established in Longgang District, Shenzhen, focusing on the sale of pre-packaged food and related services [1] Company Summary - The legal representative of the business is Yao Hanliang [1] - The registered capital of the business is 0.5 million RMB [1] - The business operates under general business projects including internet sales of food (only pre-packaged food) and food sales (only pre-packaged food) [1] Business Scope - The business has a range of permitted activities including: - Catering services - Catering services that do not produce smoke, odor, or waste gas - Food sales - Small food workshop operations - Small catering and grocery operations - Food production [1] - The business is required to obtain relevant approvals from authorities for certain activities [1]

Core Points - A new business named "Xiajiang County Mimi Lin Sugar Water Shop" has been established, with a registered capital of 200,000 RMB [1] - The legal representative of the business is Lin Ruiyun [1] - The business operations include various licensed activities such as catering services, food sales, internet food sales, alcohol sales, and tobacco retail [1] Business Operations - The shop is authorized to engage in food production, subject to necessary approvals from relevant authorities [1] - General operations include delivery services and the sale of pre-packaged food through internet platforms [1] - The business is permitted to operate independently within the scope of its business license, excluding activities that require special approvals [1]

Core Viewpoint - The article highlights the growing cultural and economic ties between Dongxing, China, and Mong Cai, Vietnam, facilitated by cross-border activities and events that enhance mutual understanding and cooperation between the two regions [10][18]. Group 1: Cross-Border Transportation and Trade - The opening of a cross-border bus line between Dongxing and Mong Cai in late 2024 has improved connectivity, allowing passengers to travel between the two cities for just 15 RMB, enhancing daily commuting and tourism [11][12]. - The Dongxing-Mong Cai border area has seen significant foot traffic, with up to 26,000 people crossing the bridge daily, indicating a vibrant exchange of labor and commerce [11][12]. Group 2: Cultural Exchange and Tourism - Various cultural events, such as the 2025 China-Dongxing and Vietnam-Mong Cai River Festival, promote artistic collaboration, exemplified by joint performances between artists from both countries [6][15]. - The establishment of cultural sites, like the Qi Baishi Cultural Art Museum, serves as a hub for cultural tourism, showcasing the historical ties and artistic exchanges between China and Vietnam [14][15]. Group 3: Sports and Community Engagement - The first cross-border cycling event held in May 2025 marked the 10th anniversary of the friendship city agreement, with over 240 participants, fostering community spirit and cross-border camaraderie [16][17]. - Sports events, including football matches and other recreational activities, have become a platform for enhancing bilateral relations, with local residents actively participating and engaging with each other [17][18]. Group 4: Economic Development and Opportunities - Dongxing is positioned as a key economic zone with multiple national-level open platforms, attracting investment and facilitating trade with ASEAN countries [19]. - The region's strategic location and infrastructure development, such as the North Luan River bridges, support its role as a vital trade and cultural exchange hub between China and Vietnam [10][19].

Core Viewpoint - Nanning, Guangxi, is identified as the city with the latest sleeping habits among provincial capitals in China, with an average bedtime of 0:55, indicating a vibrant nightlife and strong night market culture [2][5][29] Group 1: Nightlife and Culture - Nanning has a thriving night market scene, where locals enjoy various street foods, including grilled skewers and local delicacies, contributing to its reputation as a late-night city [4][5][29] - The city's unique geographical location and warm climate encourage a "daytime rest, nighttime activity" lifestyle, making night outings more appealing [5][8] - The night market features a variety of traditional food stalls that have stood the test of time, showcasing the rich culinary heritage of Nanning [4][29] Group 2: Culinary Highlights - Nanning's night food culture includes a diverse range of dishes, such as "shengliao" (various offal dishes), which are highly valued and prepared with unique local flavors [8][19] - The city is known for its distinctive barbecue style, which incorporates honey for a sweet flavor, setting it apart from other regions [9][19] - Popular night snacks include "laoyoufen" (a type of rice noodle), which is a local specialty that is enjoyed at all hours, reflecting the city's deep-rooted love for this dish [15][16][19] Group 3: Local Ingredients and Flavors - The warm climate of Guangxi allows for a rich variety of local produce, contributing to the complexity of Nanning's culinary offerings [8][25] - Nanning's cuisine is characterized by a blend of flavors, including sour, sweet, spicy, and salty, influenced by its proximity to Southeast Asia [8][25] - The night market also features a wide array of tropical fruits, which are often served with unique seasonings, enhancing the local flavor experience [25][28]