随着消费活力持续释放,中国新式茶饮行业迎来爆发式增长。从河北沧州的小城到一线城市,茶饮品牌如雨后春笋般涌现,全国门店数量已突破50万家。奈雪的茶等龙头品牌表现强劲,新茶饮市场潜力巨大,预计到2025年收入将超2000亿元。行业专家指出,健康、多元和数字化将是未来增长点,中国茶饮业前景广阔。
With China fully unleashing the vitality of its consumption sector, businesses offering hundreds of new-age teas are fast evolving toward a boom.
随着中国消费市场的活力全面迸发,那些致力于提供数百种新时代茶饮的企业正迅速崛起,迎来繁荣景象。
Zhang Shuai, head of a franchised milk tea store in Cangzhou, Hebei province, said the fourth-tier city is already home to a bunch of milk tea brands. Attracted by strong consumption demand, Zhang joined a franchised milk tea chain. Ever since the opening of his franchised store in February, business has been substantial. In the first month, sales surpassed 500,000 yuan ($69,057).
河北省沧州市的奶茶加盟店负责人张帅表示,即便在这座四线城市,奶茶品牌也已琳琅满目。在消费需求的强劲推动下,他选择加盟了一家知名的奶茶连锁店。自今年2月开业以来,店铺生意兴隆,第一个月销售额便突破50万元人民币(约合69057美元)。
Zhang's milk tea outlet is one of more than half-a-million such stores across the country that are tapping into the prospects unlocked by the new-style tea beverage sector.
张先生的奶茶店只是全国50多万家同类门店中的一员,它们共同探索着新式茶饮行业的发展潜力。
According to a report jointly released by the tea and new beverage committee of the China Chain Store and Franchise Association and the Meituan Research Institute, as of Aug 31, there were roughly 515,000 new-style tea beverage outlets in the country, up 36 percent from the level at the end of 2020.
据中国连锁经营协会新茶饮委员会与美团新餐饮研究院联合发布的报告,截至8月31日,全国新式茶饮门店数量已达51.5万家,较2020年底增长36%。这一数据无疑打破了“新式茶饮市场逐渐衰退”的谣言。
That piece of data disproved rumors that the sector is waning. In 2023 alone, 12,421 new tea beverage-related firms were established, corporate data provider Qichacha said.
企业数据提供商企查查也指出,仅2023年一年,与茶饮料相关的企业新增就达12,421家。
Furthermore, Askci Corp, a Shenzhen, Guangdong province-based market consultancy, estimates that China's freshly made tea beverage market will rake in 257.8 billion yuan in revenue by the end of this year.
此外,广东深圳的市场咨询公司Askci Corp预测,到今年年底,中国现制茶饮料市场的总收入将达到2578亿元。
"Within five years of its development, China's new-style tea beverage sector is entering a stage where large, medium and small enterprises can all flourish. The consumption structure is comprehensive and multi-dimensional. As a result, consumers' diversified needs are further met," said Zhu Danpeng, an independent F&B analyst based in Guangzhou, Guangdong province.
中国食品产业分析师朱丹蓬表示:“新式茶饮料行业在短短五年内,已呈现大中小企业齐头并进、蓬勃发展的态势。消费结构日趋多元化和立体化,进一步满足了消费者多样化的需求。”
The 2023 financial report of Shenzhen-based milk tea chain brand Naixue showed its sales revenue surged 20 percent to nearly 5.2 billion yuan. Operating profit grew 76 percent to 829 million yuan, while operating profit margin was nearly 18 percent, 5.9 percentage points higher than the previous year.
总部位于深圳的奶茶连锁品牌奈雪的茶,其2023年财报显示销售收入激增20%,近52亿元。同时,营业利润也大幅增长76%,达到8.29亿元,营业利润率接近18%,比上一年高出5.9个百分点。
Naixue owes its strong performance to profits earned by outlets in third — and lower-tier cities. During this year's Spring Festival, sales revenue of Naixue's franchised outlets in Shishi and Longyan in Fujian province both surpassed 450,000 yuan. On Women's Day (March 8), a Naixue outlet in Haibowan district of Wuhai, Inner Mongolia autonomous region, notched up sales of nearly 100,000 yuan.
奈雪的茶的强劲表现,很大程度上得益于其在三线及以下城市的网点利润。春节期间,福建石狮和龙岩的加盟店销售收入均超过45万元。三八妇女节当天,内蒙古乌海市海勃湾区的奈雪的茶专营店销售额也近10万元。
While leading enterprises started to penetrate into lower-tier cities, medium-sized firms, including Chagee, Auntea Jenny and Guming, have been opening new stores in the same cities as well, aiming to consolidate their market share.
与此同时,随着龙头企业向低线城市渗透,包括霸王茶姬、沪上阿姨和古茗在内的中型企业也纷纷在这些城市开设新店,以巩固市场份额。
According to a nationwide survey conducted by National Business Daily in March, among the surveyed consumers ranging from toptier cities to grassroots-level areas, 86.7 percent said they saw new tea beverage chain brands entering their cities in the past year. More than 12 percent saw more than five new brands emerge in their city or town.
据《全国商报》3月份在全国范围内进行的调查显示,从一线城市到基层地区,86.7%的受访者表示在过去一年中见证了新的茶饮料连锁品牌进入所在城市。超过12%的人甚至看到所在城市或乡镇出现了5个以上的新品牌。
"Some foreign media reports said China's consumption — with beverage consumption being one of the pillars — is weak. However, they do not fully reflect the real situation of China's consumer market. The consumption market in China is still large and dynamic, and it contains great potential and vitality," said Zhan Junhao, founder of Fujian Huace Brand Positioning Consulting.
福建华策品牌定位咨询的创始人詹军豪表示:“尽管一些外国媒体报道称中国以饮料消费为支柱的消费市场疲软,但这并不能全面反映中国消费市场的真实情况。中国的消费市场依然庞大且充满活力,蕴藏着巨大的潜力和机遇。”
With the constant expansion and upgrade of the consumption sector, the new-style tea beverage sector is expected to embrace a broader development space, Zhan said.
詹军豪认为,随着消费领域的不断拓展和升级,新式茶饮料领域有望迎来更为广阔的发展空间。
He noted that future growth points lay in a healthy lifestyle, diversified demand and digitalization.
他指出,未来的增长动力将来自于健康生活方式、多元化需求和数字化趋势。
According to the report by the tea and new beverage committee of the CCSFA and the Meituan Research Institute, China's new-style tea beverage market is expected to surpass 200 billion yuan in revenue by 2025.
根据中国连锁经营协会新茶饮委员会与美团新餐饮研究院的联合报告预测,到2025年,中国新式茶饮料市场收入将突破2000亿元。
Region-wise, as of Aug 31, the number of outlets in Guangdong's Guangzhou, Shenzhen and Dongguan surpassed 6,000; so did Sichuan province's Chengdu and the Shanghai and Chongqing municipalities. Guangzhou alone boasts 12,000 such outlets, the report said.
从地域分布来看,截至8月31日,广东的广州、深圳和东莞,以及四川的成都、上海和重庆等地的新式茶饮料销售点数量均已超过6000家,其中仅广州就拥有12,000家这样的门店。
编辑 | ETTBL商务英语翻译
翻译|Romola
来源|China Daily
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