ST瀚叶2021年第三季度报告

艾媒咨询|2021全球茶叶产业运行大数据与中国茶业创新发展趋势研究报告

本报告研究涉及企业/品牌/案例：大益茶，澜沧古茶，天福茗茶，小罐茶

在疫情流行的背景下，中国茶园面积与茶叶产量仍保持微小增长，茶叶市场结构优化。2020年中国茶园种植面积为4747.7万亩，同比增加3.3%，增速有所放缓;中国茶叶产量达298.6万吨，同比增长6.9%，其中绿茶产量184.3万吨，占比超过6成，产量稳定。但在疫情影响下，2020年中国茶叶外销预冷，茶叶出口总量为34.9万吨，同比下降4.9%。而茶叶内销依然强劲，内销总量为220.16万吨，同比增长8.69%，成为拉动中国茶业经济增长的主动力源。
Under the background of epidemic situation, China's tea garden area and tea production still maintain a small growth, and the tea market structure is optimized. In 2020, China's tea plantation area will be 47.477 million mu, with a year-on-year increase of 3.3%, and the growth rate will slow down; China's tea production reached 2.986 million tons, an increase of 6.9% over the same period last year. Among them, the output of green tea was 1.843 million tons, accounting for more than 60% of the total. Export However, the domestic sales of tea are still strong, with a total domestic sales of 2.216 million tons, an increase of 8.69% over the same period of last year, which has become the driving force of China's tea industry's economic growth.

艾媒咨询|2021上半年中国袋泡茶行业现状与消费趋势调查分析报告

本报告研究涉及企业/品牌/案例：CHALI茶里,立顿,川宁

袋泡茶的用户比例不断扩展，在茶叶消费者中占比51.0%。而随着袋泡茶的产业壮大，产业内部出现茶叶、花草茶、谷物茶等细分领域，这种创新性也吸引了一定的拥趸者。艾媒咨询调研数据显示，在更偏好袋泡茶的受访用户中，以女性用户为主，并且超过一半用户在30岁以下(50.4%)。但是茶叶品质不佳、价格偏高依然是用户担心的主要问题。
The proportion of teabag users continues to expand, accounting for 51.0% of tea consumers. With the expansion of the teabag industry, there are subdivisions such as tea, herbal tea, and grain tea within the industry. This innovation has also attracted certain fans. IiMedia Research data shows that among the users surveyed who prefer teabags, female users are the majority, and more than half of the users are under 30 (50.4%). However, the poor quality and high price of tea are still the main concerns for users.

艾媒研报|2019H1小罐茶运行状况与行业趋势研究报告

本报告研究涉及企业/品牌/案例：小罐茶，湖南省茶业集团，天福控股，张一元茶叶，湘丰茶业，华茗园茶业

中国是茶叶的生产与消费大国，近年来中国茶叶的产量及内、外销量均保持稳定的增长。2018年，中国茶叶国内销售额为2661.0亿元，同比增长13.0%；中国茶叶出囗总金额达到17.8亿美元，同比增长10.1%。虽然中国茶叶市场规模巨大，但生产企业呈现数量多、体量小、产品质量参差不齐的情形，缺乏真正的龙头品牌。在技术发展以及消费升级的推动下，茶企的生产向规模化、产业化、机械化、品牌化的方向发展。小罐茶瞄准中国茶叶市场有品类无品牌的特点，从高端礼品市场切入，围绕茶叶品质无标准、价格不透明、品牌辨识度低等消费痛点，推出了相对标准化的产品，并通过制茶大师背书、时尚美观的设计、大量的广告宣传来提升品牌知名度，迅速收获了市场的肯定，茶叶销售额快速增长。

China is a big country in tea production and consumption. In recent years, China's tea production and domestic and foreign sales have maintained steady growth. In 2018, China's domestic tea sales were 266.1 billion yuan, up 13.0% year-on-year; China's total tea exports amounted to 1.78 billion US dollars, up 10.1% year-on-year. Although China's tea market is huge, the production enterprises present a situation of large quantity, small volume, uneven product quality, and lack of real leading brands. Driven by the development of technology and the upgrading of consumption, the production of tea enterprises is developing in the direction of scale, industrialization, mechanization and branding. Aiming at the characteristics of non-brand tea market in China, Xiao Guan Tea cuts into the high-end gift market. In view of the pain points of consumption such as non-standard tea quality, opaque price and low brand identification, Xiao Guan Tea has introduced relatively standardized products, and through endorsement by tea-making masters, fashionable and beautiful design, a large number of advertising to enhance brand awareness. It quickly reaped market recognition and tea sales grew rapidly.

艾媒报告 |2019中国茶行业市场大数据及标杆商业模式研究报告

本报告研究涉及企业/品牌/案例：小罐茶，大益茶，艺福堂，小马茶业，喜茶，二奈雪の茶，益禾堂，19tea，一芳台湾水果茶，鹿角巷the Ally,一点点，一些柠檬一些茶，四云奶盖贡茶，Taning挞柠•匠心柠檬茶，答案茶，丧茶，快乐柠檬，茶の井，CoCo都可，大卡司，吴裕泰茶业，黄山王光熙松萝茶业股份公司，天府（開曼）控股有限公司，四川省峨眉山竹叶青茶业有限公司，武夷星茶业有限公司，勐海陈升茶业有限公司，咸阳泾渭茯茶有限公司，湖南华莱生物科技有限公司

2019年，中国茶叶产量产值不断上涨，出口量出口额不断增加，内销量与内销额也不断提高，茶行业未来发展前景具有巨大的潜力。中国茶行业已形成全产业链，同时形成了具有规模的线上茶叶市场，截至2019年，中国茶叶线上市场规模达到235.0亿元。中国茶叶经典品牌小罐茶，整合上游茶园资源，并重视技术革新，建立智能化工厂，形成大规模的茶园和生产加工厂，于2019年收获了4.0亿元人民币的融资资本。另外，中国茶叶后市场兴起，带动了年轻一代消费者对茶叶的消费的热情，如新式茶饮品牌喜茶，用创新的产品设计、良好的定价策略以及精准的市场定位，成功开拓出新式茶饮的市场，收获4.0亿元的融资，完成布局31个地区。

　In 2019, the output value of China's tea production continued to rise, the export volume of exports continued to increase, and the volume of domestic sales and domestic sales continued to increase. The future development prospects of the tea industry have great potential. The Chinese tea industry has formed a full industrial chain, and at the same time formed a large-scale online tea market. By 2019, the Chinese tea online market reached 23.5 billion yuan. China's tea classic brand XIAO GUAN TEA, integrated upstream tea garden resources, and attached importance to technological innovation, the establishment of intelligent factories, the formation of large-scale tea gardens and production processing plants, harvested 400 million yuan of financing capital in 2019. In addition, the rise of the Chinese tea market has spurred the enthusiasm of the younger generation of consumers for tea consumption, such as the new tea HEYTEA, with innovative product design, good pricing strategy and precise market positioning, successfully developed new tea. The market for drinking, harvesting 400 million yuan of financing, completed the layout of 31 regions.

艾媒咨询|2021年中国新式茶饮行业分析报告

本报告涉及的案例/品牌/企业：喜茶，蜜雪冰城

iiMedia Research(艾媒咨询)数据显示，2020年中国新式茶饮市场规模为1840.3亿元，受冠疫情的影响，同比下滑10%，预计2022年将会突破三千亿元。艾媒咨询分析师认为，中国新式行业在这几年快速扩张后，发展步伐迅速，新式茶饮市场一二线市场增速放缓，呈现向三四线城市下沉的趋势。我国下沉市场囊括200个地级市、3000个县城和40000个乡镇，人口达10亿以上，下沉市场具备巨大发展潜力。
According to data from iiMedia Research, the scale of China's new-style tea drink market in 2020 will be 184.03 billion yuan. Affected by the coronavirus, it will drop by 10% year-on-year. It is expected to exceed 300 billion yuan in 2022. IiMedia Consulting analysts believe that after the rapid expansion of China's new industries in recent years, the pace of development has been rapid. The growth rate of the first- and second-tier markets of the new tea drink market has slowed down, showing a trend of sinking to third- and fourth-tier cities. my country's sinking market includes 200 prefecture-level cities, 3,000 counties, and 40,000 townships, with a population of more than 1 billion. The sinking market has huge development potential.

艾媒咨询｜2022-2023年中国茶叶产业发展及消费者洞察行业报告

iiMedia Research（艾媒咨询）数据显示，2021年中国茶叶产量已达到318万吨，同比增长8.5%。在茶叶产量不断增加的同时，中国茶叶行业市场规模也保持连年增长态势，2021年市场规模达到2910.3亿元，预计2022年可达到3210亿元。

艾媒报告|《移动互联网新消费趋势洞察系列—2016年中国袋泡茶市场研究》

2016年中国茶叶线上市场规模将达到149亿元;2015年中国饮茶群体覆盖率已超过90%，而红茶、绿茶、乌龙茶、和普洱茶占据了茶类消费榜单的前四名。

艾媒报告 |2018-2019 中国奶茶行业品牌感知与消费群画像分析报告

iiMedia Research（艾媒咨询）数据显示，2018年中国新中式茶饮市场规模超900亿元，网红奶茶多次引起网络舆论关注，然而，奶茶行业竞争态势激烈，可持续经营超过一年的奶茶店仅为18.8%。并且，奶茶品牌同质化、新的奶茶品牌不断进入等情况，都令奶茶行业竞争更加激烈。

According to iiMedia Research, the number of existing beverage outlets in China has exceeded 450 thousand in 2018. On the other hand, in China, the new Chinese-style tea market in 2018 is over 90 billion yuan. The web sensation milky tea has become the focus of major public opinion. Among them, HEYTEA is the most concerned milk tea, and Yihetang ranks first in terms of reputation. The web sensation milky tea is popular. Nearly 70% of consumers can accept milky tea of more than 15 yuan, and the price of milky tea begins to stratify. According to iiMedia Research, 70.6% of consumers in China's drinking milky tea are women, 68.6% of consumers will choose more than 15 yuan of milky tea drinks, and 35.5% of consumers most often choose milky cap series milky tea. In the future, diversified consumer experience may become the key to improving milky tea brand differentiation and product premium.

艾媒咨询｜2024-2025年中国茶叶产业发展及消费者洞察行业报告

随着市场竞争的激化，茶叶市场入局者开始探索行业品类细分化的市场需求，不断打造新场景、新产品、新需求，未来的行业格局将会是多品牌共同发展的状态。全球新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）最新发布的《2024-2025年中国茶叶产业发展及消费者洞察行业报告》数据显示，中国茶叶行业市场规模保持连年增长态势，2023年市场规模达到3511.8亿元，预计2028年可达到5309.6亿元。随着健康养生观念的加深，42.49％受访消费者表示会选择喝茶来达到保健的目的。艾媒咨询分析师认为，在现代社会，随着人们对健康生活的追求日益增强，茶作为一种天然、健康的饮品，其健康属性愈发受到消费者重视，消费者对于茶叶的品质和口感的要求也越来越高，这为茶叶产业的发展提供了广阔的市场空间。
With the intensification of market competition, tea market entrants have begun to explore the market demand for industry categories, and continue to create new scenes, new products, and new demands. The future industry pattern will be a state of multi-brand common development. According to the latest "Research on China Tea Industry Development and Consumer Insights Report from 2024 to 2025" released by iiMedia Research, the market size of China's tea industry has maintained a continuous growth trend, and the market size will reach 351.18 billion yuan in 2023, and is expected to reach 530.96 billion yuan in 2028. With the deepening of the concept of health and wellness, 42.49% of the surveyed consumers said they would choose tea to achieve the purpose of health care. Analysts from iiMedia Consulting believe that in modern society, with the increasing pursuit of healthy life, tea as a natural and healthy drink, its health attributes are increasingly valued by consumers, and consumers have higher and higher requirements for the quality and taste of tea, which provides a broad market space for the development of tea industry.