今天分享的是：嘉世咨询：2025年中国茶品类行业简析报告 报告共计：17页 2025年中国茶品类行业简析报告总结 中国茶品类市场2024年规模已达3258亿元，正迈向高质量融合阶段，市场以内销为主导，内销量占总产量的70%左右。品类结构上，绿茶占据绝对主导地 位，2024年市场规模接近2000亿元，红茶以541亿元位居第二，乌龙茶、黑茶紧随其后，白茶和黄茶则相对小众。价格分层清晰，大众、中档、高档茶市场 规模分别为1413亿、814亿和1031亿元。 茶叶作为非标农产品，消费者面临高昂的信任成本，品牌化成为行业必经之路。2024年中国茶叶企业品牌前50名中位数高达32.1亿元，但行业中游高度分 散，全国超7万家茶企多为中小作坊，高端茶叶市场CR5仅约5.6%，呈现"重产地、轻品牌"的格局。 中国茶产业三十年历经三大发展阶段，从1990年代中期的规模扩张，到2000 - 2019年的质量效益提升，如今已步入高质量发展与全域融合阶段，数字化营销 成为常态。产业链覆盖种植、加工、品牌化及渠道建设全环节，上游茶园种植规模稳步扩大，2024年种植面积达5172万亩，单位面积产量提升至67.67公斤/ 亩；下游以线下渠道 ...

每经记者｜刘玲 每经编辑｜魏官红 武夷山是世界红茶和乌龙茶的发源地，中国著名的茶乡。正所谓"茶必武夷、壶必孟臣、杯必若琛"，武夷茶已然成为好茶的代名词。 据了解，目前武夷山市现有茶园14.8万亩，茶企已经达到3500多家。好茶产量足，但是销路难寻。"在电商发展之前，我们都是开着货车，远至山东等地寻 找经销商，一去就是几个月，还经常吃闭门羹，在小旅馆看着卖不出去的茶叶叹气。"武夷山老徐茶厂老板徐道权告诉《每日经济新闻》记者。 最近两三年，短视频电商和直播带货火热，也给武夷山茶叶厂带来了新的销售通道。不过，随着平台流量红利见顶，茶叶电商老板们的获客成本越来越高， 营销成本成为了茶叶销路上新的"大山"。 "大茗茶仓"创始人黄平炜是武夷山最早一批茶叶短视频电商创业者，在平台流量见顶之下，他开始在钉钉应用开发平台上自学低代码开发，试图通过"私域 流量"运营寻找茶叶生意的突破口。 武夷山一家茶厂 图片来源：每经记者 刘玲 摄 流量红利消退，茶叶电商寻求突围 从武夷山机场驱车五公里，便到了黄平炜的"大茗茶仓"。茶仓是一栋三四层楼的平房，在一楼的仓库里，工人们正在打包要发出的茶叶。 黄平炜告诉《每日经济新闻》记者，他2008 ...

Core Viewpoint - The article highlights the historical significance of Wuyi Mountain in the development of tea culture in China, particularly as the birthplace of Oolong and black tea, emphasizing its unique fermentation techniques and global influence [1] Industry Summary - Wuyi Mountain is recognized as the origin of black tea and Oolong tea, marking a pivotal moment in Chinese tea history during the late Ming and early Qing dynasties [1] - The fermentation techniques developed in Wuyi Mountain have been praised for their uniqueness, contributing to the global reputation of Chinese tea [1] - The article suggests that tea serves as a cultural bridge between the East and West, showcasing the blend of tradition and modernity in Chinese tea culture [1]

中新网梧州11月15日电(林浩)11月13日，2025黑茶产业升级发展交流会在广西梧州举行。 梧州市委副书记、市政府常务副市长汪东明在会上介绍：近年来，梧州充分发挥原产地和核心产区优 势，全力推动梧州六堡茶规模化、品牌化、标准化发展，实现了产量、产值双增长和茶农、茶企双增 收。六堡茶年产量从1.7万吨跃升至近4万吨，综合产值从110亿元上升至近300亿元。 广西壮族自治区农业农村厅副厅长韦波表示，广西茶园面积已超170万亩，茶叶产量近13万吨、连续6年 进入全国前十强。要加快打造以六堡茶、茉莉花茶、早春茶"一黑一白一早春"为引领，红茶、绿茶等特 色优势茶协同发展的广西特色茶产业。 在专题推介环节，梧州、苍梧、雅安雨城三大黑茶产区与梧州龙头企业代表相继登台，展现了中国黑茶 产业协同共进、百花齐放的生动局面。 梧州市茶产业发展局党组成员、梧州市茶产业发展服务中心主任于翠平系统推介了六堡茶产业发展成 果。通过发挥"原产地、原种茶、原工艺"三大优势，梧州六堡茶品牌价值已达55.07亿元，并成功借助 中欧班列、举办"茶和天下"系列活动等方式，持续扩大了国内外消费市场。 作为六堡茶核心产区，苍梧县委书记覃学海介绍，202 ...

Core Insights - Eight Horse Tea achieved impressive results during this year's "Double 11" shopping festival, maintaining a strong growth trajectory across multiple platforms and product categories [1][2][10] Performance Highlights - Eight Horse Tea ranked first in sales for tea categories on major platforms like Tmall and JD for two consecutive years, showcasing its leading position in the industry [2] - The company dominated various tea categories, including Oolong tea for 11 years, and achieved first place in Red tea, Tieguanyin, Dahongpao, and Chenpi Gua Pian during this year's event [4] - On JD, Eight Horse Tea also secured first place in Red tea and Tieguanyin categories, reflecting its strong product appeal [6] Multi-Channel Strategy - Eight Horse Tea excelled in local lifestyle platforms, ranking first in tea categories on Meituan, Dazhong Dianping, Douyin, Taobao Flash Sale, and JD Instant Delivery during the "Double 11" event [8] - The company's success is attributed to its ability to understand consumer trends, effectively linking online engagement to offline sales, and driving traffic to over 3,700 Eight Horse chain stores [10] Innovative Retail Model - As the leading tea chain brand in China, Eight Horse Tea has developed a unique "direct sales + franchise" and "online + offline" multi-channel sales system [10] - The introduction of the "City Living Room" model transforms traditional tea stores into comprehensive spaces for product display, cultural experience, and social interaction [11] Cultural Shift in Consumption - The outstanding performance of Eight Horse Tea during "Double 11" reflects a deeper transformation in the Chinese consumer market, with a growing trend towards health-conscious and culturally rich tea consumption [15] - The shift from alcohol-centric social gatherings to tea-centric interactions signifies a change in consumer behavior and lifestyle, positioning Eight Horse Tea favorably for future market competition [15]

Core Insights - Eight Horses Tea achieved impressive results during the 2025 Double 11 shopping festival, maintaining a strong growth trajectory and leading in multiple categories across various e-commerce platforms [1][2][3] Group 1: Multi-Category and Multi-Platform Leadership - Eight Horses Tea ranked first in sales across multiple categories on major platforms like Tmall and JD, continuing its dominance in the tea industry [2] - The company has held the top position in Tmall's Oolong tea category for 11 consecutive years and achieved first place in red tea, Tieguanyin, Dahongpao, and Chenpi Gua Pian categories [2] - On JD, Eight Horses Tea also excelled, securing first place in red tea and Tieguanyin categories during the Double 11 event, highlighting its strong consumer appeal [2] Group 2: Breakthroughs in Local Life Platforms - Eight Horses Tea topped the tea category rankings on local life platforms such as Meituan, Dazhong Dianping, Douyin, and Taobao Flash Sale during the Double 11 event [3] - The company's success is attributed to its understanding of consumer trends and effective online-to-offline integration, driving traffic to over 3,700 stores nationwide [3] Group 3: Integrated Channel Development - Eight Horses Tea has established a unique "direct + franchise" and "online + offline" sales system, leveraging its extensive network of over 3,700 stores [4] - The introduction of the "City Reception Hall" model transforms traditional tea shops into comprehensive spaces for product display, cultural experiences, and social interactions [4][6] Group 4: Strong Supply Chain Support - The company is building logistics distribution centers in cities like Shenzhen, Anxi, and Zhengzhou, equipped with "dark warehouses" for 24-hour operations [9] - This supply chain capability allows for efficient order processing, with a maximum daily capacity of 13,000 orders, ensuring next-day delivery for 70% of the country [9] Group 5: Shifts in Consumer Behavior - The outstanding performance of Eight Horses Tea during Double 11 reflects a deeper transformation in the Chinese consumer market towards healthier and culturally rich tea consumption [10][12] - The trend of "meeting over tea" is becoming a new social norm, replacing traditional drinking culture with a focus on health and elegance [12]

Group 1 - The U.S. government has announced a tariff exemption on key agricultural products such as coffee, cocoa, bananas, and certain beef products, seen as a policy shift in response to rising food prices [1] - The increase in tariffs imposed by the Trump administration has led to higher retail prices for everyday food items, exacerbating the financial strain on American households already affected by high inflation [1] - Beef has become a focal point of concern, with the U.S. imposing high tariffs on major beef suppliers, leading to a significant increase in retail beef prices, which rose between 12% and 18% year-over-year as of September [1] Group 2 - The average price of ground roasted coffee in the U.S. reached a historic high of $8.41 per pound in July, marking a 33% year-over-year increase, largely driven by a 50% tariff on Brazilian coffee [2] - As 74% of food imports in the U.S. are currently facing tariffs, the costs of imported products like tea and spices continue to rise, putting pressure on small coffee shops that have seen wholesale prices increase by 18% to 25% [2] - The tariff exemption is viewed as a response to voter dissatisfaction with food prices, potentially easing some price pressures in the coming months, although experts warn that supply chain recovery will take time and global commodity prices remain high [2]

Core Points - President Trump has exempted key agricultural imports from higher tariff rates, including coffee, cocoa, bananas, and certain beef products [1][2] - This decision comes in response to political pressure due to rising grocery prices linked to tariffs and high inflation [2] - The exemptions also include a variety of fruits and other food items, marking a significant policy shift from Trump's previous stance on tariffs [3] Agricultural Imports - Key agricultural imports exempted from tariffs include coffee, cocoa, bananas, and certain beef products [1] - Additional exemptions cover fruits such as tomatoes, avocados, coconuts, oranges, and pineapples, as well as black and green tea, and spices like cinnamon and nutmeg [3] Economic Context - The tariff exemptions are a response to increased prices for common food items, which have been exacerbated by Trump's tariffs and high inflation rates [2] - Trump's previous insistence on tariffs being necessary for protecting U.S. businesses and workers is contradicted by this recent policy change [3]

"感觉就像过年了。"11月14日早上9点不到，成都蒲江县成佳镇场镇上已是人头攒动，展销区各种特色产品让人走不动路，舞台周围更是里三层外三层。 当日上午，蒲江县成佳镇首届"村糖会"活动在茶香四溢中拉开帷幕，这场融合传统赶场与现代消费体验的村糖会，正为当地乡村振兴注入新活力。本次"村 糖会"将持续三天。 ▲活动现场 林聪/摄 值得注意的是，本次"村糖会"当日在莆云山茶庄民宿举行了投资环境推介暨农产品产销对接签约仪式。现场通过主题推介、"投资盖碗茶"交流环节，向与会 客商详细介绍了蒲江的产业发展优势、营商环境及投资机遇。活动现场举行了农产品产销对接签约仪式，8750吨、7500余万元农产品采购、产销合作项目成 功签约，为蒲江特色农产品走出四川、迈向全国打开了新的通道。 ▲活动现场 ▲活动现场 林聪/摄 记者从现场了解到，当地"逢双"赶场，当日正逢赶场。该活动以"健康漫游"为核心理念，结合"赶场"传统与现代农业特色，设立八大主题展区，集中展示以 蒲江雀舌、蒲江柑橘、蒲江猕猴桃为代表的特色农产品及丰富文旅资源，旨在通过"村糖会"这一特色IP，构建一个集特色产品展销、非遗文化体验、茶乡慢 生活感知、乡村旅游推介于一体的综 ...

Core Insights - Baima Tea's stock price has experienced significant volatility since its listing, with a peak increase of 86.7% on the first day, followed by a nearly 50% decline in the subsequent trading days, resulting in a market capitalization drop of approximately 53.72 billion HKD [1][2] Company Overview - Baima Tea is a national chain brand enterprise engaged in the research, design, standard output, and retail of various tea products, covering all categories of tea and related products [1] - According to its prospectus, Baima Tea ranks first in high-end tea sales revenue in China for 2024 and holds multiple segment sales championships [1] Market Position - Despite leading positions in several segments of the high-end tea market, Baima Tea's market share is relatively low, accounting for 1.7% of the total market, which is projected to reach 103.1 billion CNY in 2024 [2] - The top five companies in the high-end tea market collectively hold a market share of 5.6% [2] Franchise Expansion - There are signs of slowing expansion among Baima Tea's franchisees, with a significant decrease in the number of new franchise stores added in 2024 compared to 2023 [2] - The number of directly franchised stores increased by only 5 in 2024, a sharp decline from 265 in 2023 [2] Financial Performance - For the first half of 2025, Baima Tea reported a revenue of 1.063 billion CNY, a year-on-year decline of 4.2%, and a net profit of 120 million CNY, down 17.8% year-on-year [4] - The revenue decrease is attributed to a reduction in sales from self-operated offline stores [5] Stock Liquidity - Baima Tea announced a full circulation plan for H-shares shortly after its listing, which involves converting 31.9331 million domestic shares into H-shares, potentially increasing the total tradable shares from 52.9869 million to 84.92 million [5]