Instant Tea: New Trends in Consumer Goods (With Shares)

Tea Yan Yue believes that everyone is not unfamiliar, hot search regulars, have not drunk it should also be a long-known name. In the front, there are Alijian access shares; after that, there are 8 hours in line, purchasing 200 cups and so on.

Recently, they have produced a new product "Little Lotus Jar", which does not need to be purchased this time, because the Little Lotus Jar can only be purchased online. However, as soon as it was sold, it was sold short, and it is still in a restricted state, but it has been replenished one after another.

From coffee to instant noodles, from beverages to cosmetics, summarizing the birth of emerging consumer brands, it is not difficult for us to find two characteristics: 1. The category is relatively mature, and the market penetration rate is already very high. Consumers in the market here already have enough knowledge of the category and are willing to accept fresh concepts; 2. The field has long lacked important innovations.

For example, carbonated drinks, a very mature track, Yuanqi Forest has captured the hearts of a group of consumers by playing a healthy concept of 0 sugar, 0 fat and 0 calories, playing a differentiated innovation. Also in the new tea drinking track, instant tea is also perfectly in line with these two characteristics, and there is still great potential to be tapped.

In addition, the more important innovation brought about by instant tea is his convenience. Before there is a board of pre-made dishes flavored, the same represents a more convenient diet model, after the first share of oat milk Oatly, the first share of creamer Jiahe food, the first shareholder of functional drinks Peng Beverage... It is foreseeable that with the intervention of capital and the popular attempts of instant tea, the market size will grow rapidly.

The following are the relevant stocks of Love Stocks:

Shenzhen Grain Holdings: The only production of instant tea companies in the two cities, its wholly-owned subsidiary Shenzhen Shenbao Huacheng Technology Co., Ltd. has more than 50 independent research and development of tea powder, tea juice concentrate and plant extraction invention patents.

Jiahe Food: Among them, the main customers of plant fat powder (creamer) are Unified, Xiangpiaopiao, CoCo, Shanghai Auntie, Gu Ming and other brands. Layout of instant coffee, in addition to coffee products, milk tea powder, soy milk powder, chocolate powder, instant tea, various fruit powder, etc. have also become an important supplement to the diversification of Jiahe food products.

Dongfeng shares: participate in Xi Tea, Nai Xue's Tea, Tea Beauty, Three and a Half Meals, etc.

Rhein Biotech: Huagao Biotech, a holding subsidiary, is mainly responsible for the research and development, production and sales of tea polyphenols, instant tea, theanine, theaflavin, resveratrol and other tea and knotweed extract products. At the same time, the company's natural sweetener series products are widely used in health food, functional drinks and other fields!