深圳商报首席记者 刘琼 在新茶饮江湖，奈雪的茶是一个绕不开的名字。 在业内，奈雪的茶被称为"新茶饮赛道开创者"。10年前，奈雪从深圳出发，勇闯新茶饮"无人区"；2017 年，奈雪走向全国；2021年上市，成为全球茶饮第一股；2023年，奈雪布局全球，大力推进海外市场， 成为千亿规模新茶饮市场的引领者。 如今，奈雪的茶已覆盖全球超230个主要城市，门店数量近1800家，会员数超1亿。其中，奈雪深圳门店 数约250家，门店数量和密度都为全国之首。 扎根深圳10年，奈雪凭啥领跑新茶饮赛道？ 创新基因 健康战略成效显著 成就深圳茶饮名片 创新，是奈雪自带的"基因密码"。 奈雪品牌创始人彭心曾在多个场合坦言，创新是奈雪最核心的标签，深圳的商业土壤与消费者的包容 度，是品牌成长的关键。"深圳是年轻人的城市，这里有庞大的消费人群，有最优的营商环境，有极为 便捷的供应链，为新茶饮品牌的诞生提供了优渥的土壤。" 每一次新业态探索，奈雪都将深圳作为首站"试验场"。 2015年底，奈雪在深圳创立，推出"茶饮+软欧包"双品类模式，成为新茶饮赛道开创者； 2019年，海岸城"奈雪梦工厂"开业3天业绩近百万元，引发业内外热议。这一现象级 ...

New Product Launches - Weiyi launched a summer limited edition mint-flavored yogurt drink, emphasizing a refreshing taste suitable for meals [3] - Nayuki's Tea introduced a new avocado yogurt smoothie, combining avocado and coconut with yogurt for a rich flavor [5] - Starbucks released two new products in collaboration with Mayday, featuring bergamot and peach flavors in their sparkling Americano [6] - Nestlé announced the launch of the "Absolute Deep Black" tea-coffee series, with two new products containing over 15.6% tea polyphenols and zero sugar, fat, or calories [6] - Wei Yi's new product "撞酸厚乳" is designed for fruit and vegetable drinks, utilizing advanced sterilization and emulsification technology [7] - Suida River introduced a new coffee series that combines coffee with jasmine tea for a unique flavor experience [7] - Kang Shifu launched a new sugar-free green tea, highlighting the use of premium spring-picked green tea leaves [7] Industry Events - RUU Coffee, a brand under Ningji, opened franchise opportunities, aiming to meet consumer demand for coffee in afternoon settings [9] - Al lbirds appointed actress Dong Jie as their brand ambassador, enhancing their market presence [11] - Italian restaurant brand Salia opened its first store in Vietnam, marking a significant expansion in the Asia-Pacific region [12] - Danone's Oikos brand launched its first non-refrigerated protein shake, targeting convenience and functionality [12] - Ziyan Foods established a new restaurant management company in Changsha, expanding its operational capabilities [12] - He Tea upgraded multiple store locations, enhancing the customer experience with a new design concept [13] Investment and Financing Trends - Thai food tech company MUU secured strategic financing to advance precision fermentation technology for plant-based dairy alternatives [15] - Sanquan Foods announced plans to merge with its subsidiary Zhengzhou Fast Kitchen to streamline operations and improve efficiency [16] - Green Tea Group listed on the Hong Kong Stock Exchange with an initial share price of HKD 7.19, but saw a decline in stock value shortly after [16] - Decathlon is considering selling approximately 30% of its Chinese business, with a potential valuation exceeding USD 1 billion [19] - Beyond Meat secured USD 100 million in funding to support its strategic initiatives amid industry challenges [20] - Unilever announced an investment of GBP 80 million to build a state-of-the-art fragrance factory in the UK [20] New Food Products - Dongfang Shuye launched a new product, Chenpi White Tea, featuring a zero-sugar formula [24] - Sweet Lala introduced a summer product, Qingmei Shuangshuang Tub, focusing on fresh ingredients [24] - Hippeas released a new plant-based snack, Cheezy Cheddar Pops, catering to the growing demand for healthier snack options [24] - Renyang Yitou Niu entered the children's dairy market with a new A2 milk product line [25] - Oreo launched a new chocolate pretzel flavor, marking its first foray into sweet and salty combinations [28] Beauty and Personal Care Developments - Sephora announced the introduction of Lady Gaga's Haus Labs brand in the Asia-Pacific region, launching 125 makeup products [29] - De Beers decided to close its lab-grown diamond brand Lightbox, refocusing on natural diamonds [29] - Off&Relax appointed actress Jiang Xin as its brand ambassador, promoting a relaxed lifestyle [32]

Group 1 - The core viewpoint of the articles highlights the impressive sales performance of Nayuki after its strategic upgrade, with significant sales increases driven by innovative products and new store openings [1][4] - The new product "Dai Dai Hua Pan Tao Ice Milk" has quickly gained popularity, ranking second on the delivery platform's trending list, with some stores experiencing a 290% month-on-month sales increase [1] - Nayuki's second Green store opened in Shenzhen, attracting massive crowds and achieving over a thousand orders on its first day, demonstrating strong consumer interest in health-oriented products [1][4] Group 2 - The "Flash Purchase" collaboration with delivery platforms led to a more than 200% year-on-year increase in order volume within 24 hours, positioning Nayuki ahead of other tea brands [1] - The product lineup, including "Daily 500 Vegetable and Fruit Bottle" and "Seasonal Green" series, reflects a growing consumer preference for health-conscious options [3] - Nayuki is accelerating the nationwide rollout of Green stores, with 31 locations opened in major cities, indicating a robust demand for healthy and light food and beverage options [4]

Core Insights - The new tea beverage industry experienced explosive growth during the "May Day" holiday, with some stores reporting sales increases of up to 3000% [4][10][12]. Group 1: Sales Performance - During the "May Day" holiday, the domestic tourism market saw 314 million trips, a year-on-year increase of 6.4%, with total spending reaching 180.269 billion yuan, up 8.0% [7]. - Key retail and catering enterprises reported a sales increase of 6.3% year-on-year, with new tea beverages performing particularly well in popular tourist cities [9]. - Specific stores, such as those in scenic areas, saw significant sales growth, with some locations reporting over 1700% increase in sales [11]. Group 2: Consumer Trends - The combination of tea beverages and cultural tourism has created new consumption scenarios, with promotional activities driving sales [10][14]. - Non-first-tier cities and scenic areas showed significant consumption potential, while first-tier cities remained popular [16]. - Foreign tourist spending at tea beverage stores increased by over 60% during the holiday, indicating a growing interest in Chinese-themed drinks [19][24]. Group 3: Product Innovations - New product launches, such as the "Wood Ginger and Papaya" series by Heytea, achieved daily sales of over 5000 cups in popular shopping districts [28]. - Sweetlala's "Watermelon Smoothie Bucket" became the top-selling product during the holiday, with sales exceeding 1.2 million cups [31]. Group 4: Delivery and E-commerce Impact - The competition among delivery platforms significantly boosted sales for new tea beverages, with some brands experiencing order increases of nearly 10 times [33][36]. - The overall tea beverage delivery volume increased by 106% during the holiday period [36].

Core Insights - The new tea beverage industry is entering a consumption peak as summer approaches, with major brands launching new products to capture market share [1] - Health-conscious trends are driving the introduction of innovative products featuring fresh and healthy ingredients [1][4] Industry Trends - The order volume for beverage categories has consistently ranked first in the restaurant sector since April 20, with a 110% week-on-week increase in searches for summer-themed drinks [1] - The number of tea beverage merchants launching new products has increased by nearly 30% compared to the same period last month [4] Company Highlights - Cha Bai Dao launched its "Oriental Plant Fresh Fruit Tea" series, with the "Fresh Purple Perilla Multi-Fruit Grape" and "Rose Grape" products selling 1.8 million cups within five days [1][2] - The new product from Xi Tea, "Ying Hong. Cheese Sticky," achieved a first-day sales record of 800,000 cups nationwide, with some stores selling 1,500 cups in a single day [2] - Jasmine Milk White's "Green Mango Yellow Skin Ice Tea" sold over 100,000 cups on its first day, showcasing innovative flavor combinations [3] Consumer Preferences - Consumers are increasingly focused on health management, leading to a rise in low-sugar and low-calorie fruit and vegetable tea beverages [4] - The pairing of tea drinks with food items like fried chicken and barbecue is becoming more popular, indicating a shift in consumer dining habits [4]

Group 1: Beverage Market Dynamics - The beverage market is undergoing intense adjustments, with Danone reporting a 9.9% year-on-year sales growth in its China, North Asia, and Oceania region, reaching €936 million (approximately RMB 7.776 billion) in Q1 2025 [1] - Danone's water and beverage segment in the CNAO region saw a 10.2% increase in sales to €176 million (approximately RMB 1.462 billion), with the majority of revenue coming from the "Pulse" brand [1] - Eastroc Beverage's electrolyte water product "Bushi La" experienced a remarkable 261.5% year-on-year sales growth, reaching RMB 570 million in Q1 2025, with an annual target of RMB 3 billion [2] Group 2: Competitive Landscape - The packaged water market, a key segment for major players, is contracting, with Nongfu Spring reporting a 21.3% decline in revenue to RMB 15.95 billion in 2024, reducing its market share from 47.5% in 2023 to 37.2% [3] - China Resources Beverage's revenue from packaged water also fell by 2.6% to RMB 12.124 billion in 2024, with a significant decline of approximately 8.7% in the second half of the year [3] - Other beverage categories are helping to offset losses, with Nongfu Spring's tea beverage revenue increasing by 32.3% to RMB 16.75 billion, now accounting for 39.0% of total revenue [4] Group 3: Strategic Shifts - Beverage giants are increasingly focusing on multi-category development in response to market changes [5]