Summary of beverage industry dynamics (summary version):
1. Enterprise performance and strategy:
The performance of Dexin food and fresh drinks declined, and the market was cautious about investment in emerging industries. Nongfu Spring has invested 5 billion yuan in Jiande to build drinking water and beverage manufacturing and other fields. The prospectus of Guming Holdings shows that the revenue is 5.571 billion yuan, and the number of stores exceeds 9,000.
2. Product and consumption trends:
The number of Nai Xue's tea members exceeded 80 million, and the consumption trend shifted to high frequency, cost-effectiveness, and low sugar. Guizhou green tea standard samples were released to provide physical reference for tea production and supervision. According to the 2023 User Love Tea Report, the post-90s generation is the mainstay of tea users.
3. Exhibition and market dynamics:
The Northern Sugar, Wine and Food Exhibition was held in Tianjin, covering an area of 30,000 square meters and covering multiple exhibition areas. The Fanjing Mountain Matcha Conference has become an important track for future development. The comprehensive output value of tea in Sichuan reached 120 billion yuan, stabilizing the mark of more than 100 billion yuan. The 2nd China Tea Fair was held in Fuzhou, Fujian, and Luzhou special morning tea attracted attention. The annual meeting of tea industry science and technology was held in Yizheng, Jiangsu, focusing on brand building and technological innovation. The scale of Wuzhou Liubao tea industry has grown, and the total industrial output value has reached 1.29 billion yuan. Heytea and Nai Xue's tea expanded rapidly, Hey Tea became the first brand with members exceeding 100 million, and Nai Xue's tea sales on New Year's Day increased significantly.
4. International Market and Policy:
The UAE food industry report shows more than 2,000 companies with annual revenues of $7.63 billion. Singapore implements Nutri-Grade, a beverage grading system that affects beverage labelling and advertising. Romania imported coffee and tea worth 41.2 million euros, mainly from Brazil and Colombia.
The details are shown in the figure
