中国现制柠檬茶市场发展洞察2022

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Laws劥❡ㅷ⥂㺙䎇「ⵌ晜勉岁⥂䫡⚥㕂梡ⵖ厾墰蘡䋑㖞〄㾝峯㻋20222慨〄猰䪮♸⴯倝崞⸂2022/6/8ⴔ區㹁⛐♸ⴔ區倰岁ⴔ區㹁⛐⿺ⴔ區薴殶l 劥ⴔ區ⰻ㺂⚺銳ⴔ區㼆韌僽梡ⵖ厾墰蘡䋑㖞涸〄㾝馋⸷⿺畊✰呔㽷կl 劥ⴔ區ⰻ㺂ⴔ區务㕂梡ⵖ厾墰蘡䋑㖞梡朐⿺〄㾝馋⸷⚺崨梖㹻嚋ⲃ⵸兞ⴔ區⿺곫崵⿺Ⱙ㘗呩⢾ⴔ區瘝կⴔ區倰岁l ⴔ區ⰻ㺂务涸餴俱ㄤ侨研勻彂✵㼆遤⚌Ⱆ䒓⥌䜂涸ⴔ區ծ㼆⚌ⰻ餴帿➃㡦ㄤ湱Ⱒ⟱⚌넞盗涸帿䏞霄靍ծ㼆鵛1000ぜ嶊餩罏涸꡼⽷靈灇ծ⟄⿺僒錜ⴔ區䋗絾ざ⟄♳ⰻ㺂⡲ⴀ涸⚁⚌䚍ⴼ倗ㄤ霉⟟կl ⴔ區ⰻ㺂⚺銳絕ざ䋑㖞ⴔ區ծ遤⚌ⴔ區ㄤ梖㹻ⴔ區腊㢿⿿僥䔲⵸䋑㖞梡朐馋⸷ㄤ錞䖒⟄⿺梖㹻涸〄㾝梡朐կ⚥㕂梡ⵖ厾墰蘡䋑㖞梡朐⚥㕂梡ⵖ厾墰蘡䋑㖞劢勻〄㾝馋⸷⚥㕂蘡껏遤⚌䧭⸆銳稇ⴔ區⚥㕂梡ⵖ厾墰蘡䋑㖞⚺崨梖㹻嚋ⲃCONTENTS01020304ⰻ㺂蠒Ꝉ胜兞ⴔ區05⚥㕂梡ⵖ厾墰蘡䋑㖞梡朐015慨〄猰䪮♸⴯倝崞⸂2022/6/8务㕂梡ⵖ蘡껏䋑㖞2021䎃䋑㖞錞垷㼜鵛1,500➉⯋㖈嶊餩⼮紩ծ餴劥⸔⸂瘝㔔稇䲀⸓♴곫雦劢勻㟞鸟㼜⥂䭯㖈25%䊩〸荈2015䎃䧮㕂梡ⵖ蘡껏䋑㖞⟄馄鵂20%涸䎃㢕ざ㟞Ɤ桧넞鸟㟞Ɤ4225637008661,0631,1361,4521,8062,2412,7623,400201720152016201920182022E20202021E2023E2024E2025E+21.9%+24.5%侨研勻彂紤귬ㅷ晥灇瑕ꤎ·僒錜ⴔ區侮椚©
僒錜ⴔ區www.analysys.cn务㕂梡ⵖ蘡껏䋑㖞錞垷2015-2025E⽀⡙厅⯋➃字䋏梡ⵖ蘡껏넞鸟〄㾝涸끮⸓㔔稇嶊餩罏餝✈⸂䲿⼮ㅷ晥⿺ㅷ餘嶊餩꨽宠㟞Ɤ•务㕂➃㖲〳佅ꂁ佐Ⰶ⿺➃㖲귬껏嶊餩佅ⴀ鷶䎃㟞⸈❡ㅷ涸䭯絯⴯倝鶛去♶倗ⵞ慨嶊餩罏꨽宠•鵂⿡Ⳝ䎃务㕂껏俱⿺ⲇ껏鵶ꝉ剪⸉蠒⚌괄涸䎃㢕ざ㟞Ɤ桧넞鴪28%鵴넞✵爢⠔嶊餩ㅷꨪ㈒䚪괄涸9%㢪⽁幷鷳桧䭯絯㟞Ɤ♴小瑟ꢂ㼿䖉䒓〄•梡ⵖ蘡껏㢪⽁挿⽀ꆀ涸㟞䌴넞鴪嫦䎃50%2020䎃梡ⵖ蘡껏涸㢪⽁䎂〵GMV紨⚹240➉⯋곫雦2021䎃〳鴪320➉⯋•「氋䞔䕧ㆇ♲㔋絁㙹䋑务涸⽀⡤蘡껏䏅歋✵䫒굥ꤗ腊⸂䓳㣐錞垷꡻䏅湡⵸♴小䋑㖞⚹鵶ꝉ蘡껏ㅷ晥䒓䏅涸呍䗱㟞Ɤ挿㛇炄霃倶剪⸉♶倗鶛去鵓勻⣘䎾Ꝇ紤ⵄ•梡ⵖ蘡껏涸⾲勞俱㥵✌ⵖㅷծ倝됮檗卓瘝㼆鵘鳕⿺⪰㶸涸庛䏞ծ梠㞯剣♧㹁銳宠•鵛䎃勻㕂ⰻⲇ䎽䚪㺂ꆀ⿺ⲇꝆ鵘鳕鲨侨ꆀ㖲⥂䭯넞鸟㟞ꟋⲇꝆ暟崨㛇炄䒊霃涸〄㾝剣佪䲿넞䎇⥂ꥻ✫⾲勞俱涸倝됮玐䏞餴劥⸔⸂鵶ꝉㅷ晥꡶䏅⸈鸟的䓎•VC䋑㖞ㄤ✳紩䋑㖞⚙⚙畮㖲剣ⵄ㥩VC䋑㖞务⠍㢴倝蘡껏ㅷ晥곸蜦輑餴㥵㋐蘡ծ〢藙ծ蹓ꨓⱺ㙹ծ厾㷍瘝ず傞⠶ꥥ㣽ꨓ涸蘡䧭⸆♳䋑✳紩䋑㖞餴劥鷍ⴀ騟䖈鷶姿幡兠6慨〄猰䪮♸⴯倝崞⸂2022/6/8457
980
1,545
2,213
3,046
14,744
22,520
28,956
31,787
33,454
115%58%43%38%53%29%10%5%0 %2 0%4 0%6 0%8 0%1 0 %1 20 %1 40 %
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5 ,0 0
1 0, 0 0
1 5, 0 0
2 0, 0 0
2 5, 0 0
3 0, 0 0
3 5, 0 0
4 0, 0 020172018201920202021E梡ⵖ厾墰蘡Ⱖ➭梡ⵖ蘡껏梡ⵖ厾墰蘡㟞鸟Ⱖ➭梡ⵖ蘡껏㟞鸟务㕂梡ⵖ厾墰蘡䋑㖞⡲⚹梡ⵖ蘡껏务♧⚡湱㼆⚁⚌ㄤ杝用涸ㅷ碫梡ⵖ厾墰蘡姻⟄鵴넞✵Ⱖ➭絈ⴔㅷ碫涸㟞鸟ꅿ踈㟞Ɤ梡ⵖ厾墰蘡欽䨪錞垷涸㟞Ɤ鸟䏞僈儑넞✵Ⱖ➭梡ⵖ蘡껏ㅷ碫侨研勻彂NCBD·僒錜ⴔ區侮椚©
僒錜ⴔ區www.analysys.cn梡ⵖ厾墰蘡♸Ⱖ➭梡ⵖ蘡껏欽䨪錞垷2017-2021E⽀⡙♰➃• 梡ⵖ厾墰蘡䭷♧猫⟄厾墰晙⸈蘡⚹ꂁ俱⟄梡㖞ⵖ⡲⚹䊨蒌Ȿⵖ罜䧭涸껏俱〳掚껏⛲〳ⲇ껏㖈遤⚌〄㾝务⛲⸈Ⰶ✫欫ꂊծ呟㶩屘ծ⿺Ⱖ➭宐卓瘝⯋稇• Ⱖ➭梡ⵖ蘡껏⺫䭍梡ⵖ㥗蘡ծ梡ⵖ㥗渷蘡ծ梡ⵖ紱蘡⿺ꤑ厾墰蘡㢪涸Ⱖ➭梡ⵖ宐卓蘡瘝梡ⵖ厾墰蘡饋麤䘯鸟㟞Ɤ涸⚺銳⾲㔔梡ⵖ厾墰蘡ず傞㢅✵厾墰蘡♸梡ⵖ蘡껏⚙⚡饋麤务嶊餩罏侅肫䊨⡲䊺鄄곫ⵖ厾墰蘡⿺Ⱖ➭梡ⵖ蘡껏ㅷ晥涸䋑㖞⯓Ⰶ罏模䧭㣐ꆀ梡ⵖ蘡껏ㅷ晥ず餘⻊⚚ꅾ氋䞔䕧ㆇ♴鵓勻꡻䏅惐㹁⡙礵ⲥㄤ䊵䒗⻊儑衼涸絈ⴔ饋麤ㅷ晥姻㖈鷶姿》去〡䠭幡晊幡ⲫ鍒庮〳♸抠ꝍծ掔掐ծ䊛蝲瘝ꅾㅨ껺鳯涸귬껏䵨ꂁ껏欽㖞兞⚪㺢侮⡤悶㖈「⠍鳅䎛饰彂✵粉䎃ꢂ蓏㡦㥗蘡㥗渷涸倝蘡껏遤⚌䊺鄄⸈渷넞祪넞⼦涸叻皊㖈鵛䎃⨴䐀껏굹涸굥惐♴梡ⵖ厾墰蘡刿㢕ざ鷅宠⡛腒涸惐崨嶊餩罏侅肫䧭劥⡛梡ⵖ蘡껏ず餘⻊⚚ꅾ厾墰蘡ㅷ碫暵䚍⨴䐀㾩䚍エ䒸⸂㣐7慨〄猰䪮♸⴯倝崞⸂2022/6/8厾墰蘡嶊餩㖞兞嶊餩㖞兞ッ梡㢴⯋暵䖄傞ꢂ騗䏞♸꨽宠㖞兞㖲⚹厾墰蘡涸㣐ꆀ꨽宠⴯鸣劼⠔⡠귬ծ鍒庮瘝㖞兞㽍Ⱖ〳杝用✵Ⱖ➭蘡껏ㅷ碫㶸㖈傍귬㢹㹸儻귬♳⼯♴⼯蘡⼯귬14%34%78%55%45%28%넞곸傞ꢂ㖞兞꡼곿䝠鸑䌢㖈➊⛎㖞兞♴⠔鷥䭊㋒厾墰蘡侨研勻彂N=500
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✵2022䎃4剢鸑鵂昶靈灇靈灇蜦䖤劥絕雿➑⚹劥妃靈灇絕卓涸䲽鶣©
僒錜ⴔ區www.analysys.cn鸔遳爢❜〡庮♴⼯蘡䒓鲨㣔掚䲿牟⡠귬洄魧/䫈ⵖ굹妝倝ㅷ㽂됮60%63%41%47%49%51%14%34%28%39%넞곸꨽宠㖞兞X%鷥고⽑嫱㋒鵂厾墰蘡涸嶊餩罏N=500嶊餩罏刿⧫ぢ㖈⼯귬ծ♴⼯蘡⿺儻귬务䵨ꂁ껏欽厾墰蘡厾墰蘡껏欽㖞兞ⴔ䋒䎛岌Ⱖ务㛇✵〡庮ծ㣔掚ծ♴⼯蘡꨽宠涸껏欽곸妃剒넞8慨〄猰䪮♸⴯倝崞⸂2022/6/8厾墰蘡ㅷ碫⠏⸷♸Ⱖ➭蘡껏⿺ㄳ㉰ㅷ碫湱嫱厾墰蘡ㅷ碫㢕餝곸妃⟄⿺劢勻悶㖈껏欽곸妃僈儑刿넞ㅷ碫㣔蔄匣刿넞꡼곿㼆✵⟄♴ㅷ碫䝠䎂㖲嫦ワⴔⵆ㋒㢴㼱匉?꡼곿㼆✵⟄♴ㅷ碫䝠雩⚹䎂㖲嫦ワ剒㢴〳⟄㋒㢴㼱匉侨研勻彂N=500
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✵2022䎃4剢鸑鵂昶靈灇靈灇蜦䖤劥絕雿➑⚹劥妃靈灇絕卓涸䲽鶣©
僒錜ⴔ區www.analysys.cn4.22.72.31.91.71.61.5㥗渷蘡厾墰蘡ㄳ㉰㥗蘡孞岙蘡ⲇ岙蘡Ⱖ➭卓蘡5.63.73.12.82.52.42.4ⲇ岙蘡厾墰蘡ㄳ㉰孞岙蘡㥗蘡Ⱖ➭卓蘡㥗渷蘡厾墰蘡悶㖈껏欽匉侨⛲鵴넞✵ず碫껏ㅷ㋒鵂厾墰蘡涸嶊餩罏N=500湱鳅✵Ⱖ➭ㅷ碫厾墰蘡ワ껏欽곸妃剒넞⽰鲮⻊⚹厾墰蘡嶊餩罏た♳洶䚍鳅䔂た絯㢕餝곸桧鳅넞欨荛넞✵ㄳ㉰9慨〄猰䪮♸⴯倝崞⸂2022/6/8厾墰蘡ㅷ碫怵」⾎玐岌厾墰蘡ㅷ碫㖈⼶⽂㖑⼓⾎〷䝐⛉赡絑鵂㢴妃❡ㅷ䕎䙖怵」⡎꨽宠Ɤꫬ梡ⵖ厾墰蘡⛲絑⾎鵛10䎃〄㾝➠䖤ⵌ䋑㖞雩〳ㅷ碫度䒭蘡귬⾍ⲏ厾蘡蘡껏鵶ꝉ⽰껏櫕鄳/渱鄳䎛䒭鵶ꝉ厾墰蘡倝蘡껏去邍ㅷ晥-䘯⛙厾墰ծ♧挿挿瘝絶➭⚊㣐〈ծLINLEE瘝厾㷍❡ㅷ䧭ⴔ랕厾墰+蘡䏀랕厾墰⚹⚺+蘡䏀랕厾墰鳅㢴祪껺宐厾墰♸랕厾墰幊ざ〡㄂崽龏⨊蕱ꃑ嶼껺宐厾墰+倝蘡蘡䏀〡㄂幡帜껺孞刿崽꨽宠挿蘡귬⾍鵳Ⰶ㣐꣣痗ざ度磾껏굹俒⻊勞俱鳅倝됮嶼㄂䫻嶊欫艓緸紤俒⻊䗱兰度磾껏굹俒⻊帿⾩鷶幯ぢ㣐꣣幷鷳⨴䐀惐崨⻊佦✲/爢❜叻皊20⚆紬90䎃去• 厾墰蘡鵳Ⰶ㣐꣣䋑㖞粉赡❡ㅷ䕎䙖絑鵂㢴妃怵⻊Ⱖ꨽宠Ɤꫬ• 絶➭厾墰蘡✵2006䎃鵳Ⰶ㣐꣣䋑㖞䎇鸑鵂⨴䐀ծ⠏餘ծ〡㄂涸蠒Ꝉ垷䒭✵2