Core Insights - The "Super Plant Tea" series from Heytea has sold over 100 million cups since its launch one year ago, utilizing nearly 3 million pounds of fresh kale [1][3] - The series has sparked a consumer trend, making kale a popular ingredient in the beverage industry, and has led to the introduction of eight new products in just six months [3][6] - Heytea's innovative approach has positioned it as a leader in the new tea beverage market, influencing product development trends across the industry [9][11] Product Development - Heytea launched the "Champion Slimming Bottle" during the 2024 Paris Olympics, which quickly became a bestseller and was later renamed the "Kale Slimming Bottle" [4] - The company has introduced several popular products, including the "Fire-Reducing Slimming Bottle" and "Beetroot Beauty Bottle," contributing to a total of eight new offerings in the past six months [6] - The introduction of the "Mati Energy Slimming Ice" marks the first use of mate tea in the "Super Plant Tea" series, enhancing consumer experience [6] Market Impact - The "Super Plant Tea" series has not only achieved high sales but has also influenced the direction of product innovation in the new tea beverage sector from 2024 to 2025 [9] - Kale has emerged as a trending ingredient, gaining visibility across various consumption scenarios, including tea, coffee, retail, and dining [9][11] - Heytea's commitment to quality has led to partnerships with high-standard planting bases to ensure zero pesticide residues in kale, establishing a traceable quality management system [11] Consumer Engagement - The "Kale Cucumber" bottled version of "Super Plant Tea" quickly became the top-selling new beverage at Sam's Club, indicating strong consumer demand [8] - The product has gained significant attention on social media, being frequently included in consumer "must-buy" lists [8] Industry Leadership - Heytea's differentiation strategy has allowed it to create multiple new product categories since its inception, with "Super Plant Tea" being the latest exploration [9] - The success of the "Super Plant Tea" series has prompted other brands to follow suit, incorporating super plants like kale and beetroot into their product lines [9][11]

2025年暑期已至，茶饮行业迎来全年消费旺季。 近日，茶咖观察统计了门店排名前十的茶饮品牌，2025年7月的新品上新情况。结果显示，对比6月，品牌上新数量虽有所减少，但依旧保持较高的活跃 度，旺季创新动能持续释放。 日均上新1.4款产品，古茗领跑 据茶咖观察统计，今年7月，全国门店数量TOP10的茶饮品牌共推出了43款新品，平均每天上新1.4款产品，其中包含6款回归品和37款真正意义上的新 品。 新品总数相比6月减少3款，回归品减少2款。 分品牌来看，古茗上新数量最多，包括8款新品、1款回归产品；茶百道其次，推出了4款新品，回归了4款产品，占回归品总数的66.7%；最少的是益禾 堂，上线了1款新品及1款回归品。 7月回归的6款产品分为两种类型：3款为经典产品的夏日限定返场，另外3款则在原有产品基础上进行了配方与原料的升级。 其中，3款经典果茶的夏日限定返场来自茶百道；与此同时，茶百道还对双球冰淇淋红茶进行了升级回归，将原本的茶底更换为更具风味的锡兰红茶。 从时间上看，7月份上新频率整体较均匀，月初上新相对较多。其中7月3日和7月25日两天，共有5个品牌上新了17款产品。 月初时，品牌往往选择在此时启动月度营销 ...

Group 1 - KKR is set to acquire a stake in Yuanjing International, which is believed to be linked to Dayao Beverage [1][2][3] - KKR will indirectly acquire 85% of Yuanjing International through a newly established special purpose company [3] - Yuanjing International holds a market share of 5% to 10% in the carbonated beverage market in China as of 2024, with Dayao Beverage ranking third at 2.42% [3][4] Group 2 - Dayao Beverage's market share has been gradually increasing, from 2.28% in 2023 to 2.64% in the first half of 2025 [5] - The carbonated beverage market is experiencing a contraction, with major players like Coca-Cola and Pepsi also reporting declining sales [4] - The potential sale to KKR raises questions about the classification of Dayao as a domestic brand [6]