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「雪糕刺客」走了,2元「汽水鼻祖」杀回市场,被年轻人买爆了
36氪· 2025-08-06 09:50
Core Viewpoint - The article discusses the challenges and opportunities faced by the traditional "salt soda" beverage industry in China, highlighting the need for innovation and market expansion to attract younger consumers and compete with larger beverage brands [2][7][22]. Group 1: Historical Context and Market Position - Salt soda originated in the 1950s as an electrolyte drink for laborers in hot environments, quickly becoming popular among the general public in the Shanghai region [4][5]. - The main brands in the salt soda category include "Yanzhong," "Zhengguanghe," and "Xuefeili," with Yanzhong being the market leader, selling 150 million bottles in Shanghai in 2021 [6][13]. - The sales of salt soda are highly seasonal, peaking during the summer months, and are primarily concentrated in the Yangtze River Delta region [15][19]. Group 2: Challenges Faced by the Industry - Salt soda brands face significant challenges in expanding beyond their traditional markets due to a lack of consumer awareness in other regions [17][18]. - The industry is heavily reliant on offline sales channels, with online sales accounting for less than 20% of total sales for leading brands like Yanzhong [19]. - The competition from major beverage brands and the evolving consumer preferences pose a threat to the traditional salt soda market, which is struggling to adapt [22][25]. Group 3: Opportunities for Growth - There is potential for salt soda brands to expand their market presence by leveraging regional brands that have already established a foothold in other heavy industrial cities [24]. - The low price point of around 2 yuan per bottle and the low-calorie content make salt soda appealing to cost-conscious consumers [25]. - Innovations such as new flavors and smaller packaging sizes are being introduced to attract younger consumers and adapt to current market trends [22][25].