财经杨埼

August 24 / Greater Bay Area Economic Network Guangzhou / On August 21, Chayan Yue Se officially announced that its subsidiary brand, Goodmo Ning, has left Changsha and made its first stop in Guangzhou. It will enter Bai’etan Vanke City together with the main Chayan brand by the end of September. In Guangzhou, where local brands are clustered together, will incoming new brands find a place for themselves? The answer may lie in the trend of the new tea beverage industry’s “collective off-track” behavior—when Heytea’s first craft shop opens in Guangzhou, allowing consumers to “immerse themselves in watching tea being made”; when Mixue Bingcheng opens “supermarket-level flagship stores”; when Nai Xue, Bawang Chajiji, and Chaibaidao all step out of the drinks arena—“not just selling tea” has already become the collective choice of leading new tea beverage brands amid the reshuffle of available market share.

(Source: The Labour Daily)
Reposted from: The Labour Daily
Recently, Bawang Chajiyi's global business center (located in Changning) officially obtained Shanghai’s first data product intellectual property registration certificate for tea beverage recipes. Its core drink recipe dataset has completed the registration of intellectual property for data products. This marks that the core recipe of this leading new-style tea beverage brand has an officially recognized “digital identity card,” and it also means that application scenarios for protecting data product intellectual property extend from the technology and biopharmaceutical fields to the consumer services industry.
It is understood that this registration covers a series of tea beverage recipe data for Bawang Chajiyi. With the review by the intellectual property authorities and blockchain-based notarization, the registration certificate leaves clear ownership records and timestamps for the relevant recipe data. In the future, in the event of any related disputes, the registration documents and corresponding notarized data can provide evidence to prove ownership and support earlier investment, adding another layer of “protection” for recipe safeguarding.

Cover News reporter Fu Wenchao
On August 20, a reporter learned that Bawang Chaji has partnered with Xiamen Airlines to launch its roasted tangerine peel Wuyi cinnamon tea. This is the first time a Bawang Chaji product has been featured “at an altitude of 10,000 meters,” and it has been rolled out as an in-flight meal.
According to information provided, passengers taking flights actually operated by Xiamen Airlines—departing from Xiamen, Fuzhou, Quanzhou, Tianjin, and Hangzhou, and with planned flight durations of 90 minutes or more—can select this tea drink and its set meal in the Xiamen Airlines app or mini program.
The roasted tangerine peel Wuyi cinnamon tea jointly created by both parties uses Fujian’s renowned tea, Wuyi rock tea (cinnamon). A banana-flavored cake is also launched as a pairing snack. It is reported that Bawang Chaji is continuing to expand its tea-drinking scenarios—for example, using low-caffeine products to cover afternoon and early evening tea-drinking moments.

(Source: China Civil Aviation Network)
Source: China Civil Aviation Network
(China Civil Aviation News), China Civil Aviation Network Reporter Jia Puyu, Correspondent Chen Qiannuan: Recently, Xiamen Airlines’ in-flight catering teamed up with tea beverage brand Bawang Cha Ji to bring their co-branded tea drinks and desserts onto flights at an altitude of 10,000 meters. Passengers departing from Xiamen, Fuzhou, Quanzhou, Tianjin, and Hangzhou with a flight duration of 90 minutes or more can pre-order by selecting items in the official Xiamen Airlines app or mini program, and enjoy the fragrances of Chinese tea in the cloud.
As the first co-creation exploration between the two parties in the in-flight catering sector, this collaboration introduces the “Charcoal-Grilled Orange Peel Wuyi Rougui Tea” and the “Golden Orange Flowing Cloud Cake.” The tea uses Wuyi Rougui as its base, roasted through traditional rock-tea processing to preserve its rich aroma, and incorporates three-layer citrus flavors: the orange peel from Nanyue, Chenpi from Quzhou, and lemon peel from Anyue. The triple citrus fragrance makes the traditional rock tea feel even fresher and more crisp, awakening passengers from the sluggishness of high-altitude monotony. At the same time, 0 sugar, 0 fat, and 0 calories make it even lighter and worry-free. The cake features a delicate sponge base with a two-layer filling of tea jelly and milk custard. With every bite, it feels light and refreshing, as if one were placed among the clouds and mist over Fujian. Passengers who order the “Orange” as You Wish co-branded set will also receive a refrigerator magnet set called “Cloud Shadow Accompanying Me.”

　　On August 20, Bawang Chaji (Chagee) collaborated with Xiamen Airlines to launch a炭烤橙皮武夷肉桂 tea. This is the first time a Bawang Chaji product has been featured on the “10,000-meter-high sky,” as it went on sale as an in-flight meal.
　　Passengers can select this tea drink and set meal in the Xiamen Airlines app or mini program. It is operated in practice by Xiamen Airlines on flights departing from Xiamen, Fuzhou, Quanzhou, Tianjin, and Hangzhou, with scheduled flight time of 90 minutes or more.
　　The炭烤橙皮武夷肉桂 tea jointly crafted by both parties uses Fujian’s renowned Wuyi Rock Tea (Rou Gui) as the tea base. The core tea base is roasted using traditional rock-tea processing methods, delivering a robust aroma profile—roasted fire香, floral-fruit香, and woody香. Then it is further enhanced with dried navel orange peel from Ganzhou, aged tangerine peel from Quzhou, and dried pomelo (lemon) peel from Anyue, allowing three layers of citrus fragrance to build progressively. A cake with a matching flavor was also released alongside the tea. Purchasing a set meal also comes with one limited-edition fridge magnet.

Reposted from: Haike Finance
By | Haike Finance Fan Dongcheng
Whenever there is a holiday, fresh tea drink brands really put on a show of ingenuity.
This is exactly what happens on the 2026 Qixi Festival (August 19). Bawang Chaji launches a Qixi limited series called “Phoenix Perches on the Wutong,” using Fenghuang Dancong as the tea base, along with a romantic themed pink packaging, themed fridge magnets, and other merchandise. Nayuki releases the new “First Snow Cloud Yogurt Apple Ice,” and also introduces a limited-edition red apple postcard set. Auntie from Shanghai collaborates with a Korean animation (Little Penguin Pororo) IP character Ruby to launch a themed merchandise bundle. Chabaidao launches a “confession cup” campaign. HEYTEA also collaborates with the little yellow banana crochet mascot to release a Qixi limited series of crocheted-themed accessories.

Headline: Tea beverage exports enter the “Odyssey period”
In ancient Greek epics (the Odyssey), winning the Trojan War is only the prelude; the real test comes after departure: off-course routes at sea, storms, and hidden reefs make the previously clear journey home filled with the unknown.
For tea beverage brands over the past two years, going global is also an (Odyssey-style) long voyage.
Opening a flagship store is just pulling away from the harbor; after that, each time you enter a new market, you have to submit a new answer through the haze of supply chains, compliance, ownership, and control.
The most straightforward change is that the noise fades away—this year, the overseas expansion of tea beverage brands has clearly cooled in popularity.

Wen｜Whale Research Brand Laboratory, Five Kids
The Thai restaurant that the stubborn guy loves most—and she was “eaten by it,” basically. From the shop’s construction barriers, it looks like a Yunnan-Guizhou wild bistro will open here soon.
Maybe it’s close enough—almost every mall in Chongqing is surrounded by Yunnan-Guizhou cuisine. From braised tofu with a patina, sour hot pot, dan-dan noodles, to spicy chili pepper beef, wild mushrooms, and small-pot rice noodles… it’s like a gust of wind blowing through, and branch after branch suddenly pops up across malls. Then, as if another gust, they all change their signs at once and keep lining up for the next thing.
In the past couple of years, the signs on dining floors have been changing faster and faster.
Nestlé Professional estimates that in 2025 there were about 8.25 million dining outlets nationwide, with a closure rate of 48.9% and a new-opening rate reaching 50%, in the 2026 China Chinese Dining White Paper.

Source: Hongcan.com
Author |?Guo Jiaxi; Editor |Jing Xue; Source |Hongcan.com; ID |?hongcan18
In 2013, Chat Yanjue Se opened its first store in Changsha. With the explosive growth of the new tea drink industry, it gradually became a representative consumer symbol of Changsha, and many out-of-town consumers even made special trips to Changsha just to visit and take photos.
In those years, the market was all waiting for it to move out of Hunan.
But for Chat Yanjue Se, in Changsha it was “just Lǎi” for seven or eight years—right up to 2020, when it finally moved out of Hunan and opened its first store in Wuhan. From Wuhan to Chongqing, and then to Nanjing and Wuxi, the pace at which Chat Yanjue Se expanded was always restrained. In China’s new tea drink market, it’s even somewhat slow.

By | HONGCAN NExT (Red Can Network) Guo Jia'xi
Edited by | Jing Xue
In 2013, Tea颜悦色 opened its first store in Changsha. With the boom of the new tea beverage industry, it gradually became a representative consumption symbol of Changsha, and many out-of-town consumers even made special trips to Changsha just to check in.
In those years, the market was all waiting for it to move out of Hunan.
But for Tea颜悦色, in Changsha it was a full "trouble" of seven or eight years—until 2020—before it finally stepped out of Hunan and opened its first store in Wuhan. From Wuhan to Chongqing, and then to Nanjing and Wuxi, the pace at which Tea颜悦色 expanded remained restrained. Even in China’s new tea beverage track, it could be considered somewhat slow.

Text｜RedCan Network, Guo Jiaqiao
Editor｜Jingxue
In 2013, Cha Yan Yue Se opened its first store in Changsha. With the boom of the new tea beverage industry, it gradually became a representative consumption symbol of Changsha, and many out-of-town consumers even made a special trip to Changsha just to check it out.
In those years, the market was all waiting for it to expand beyond Hunan.
But Cha Yan Yue Se stayed in Changsha for a “lie” of seven or eight years—until 2020, when it finally moved beyond Hunan and opened its first store in Wuhan. From Wuhan to Chongqing, and then to Nanjing and Wuxi, the pace of Cha Yan Yue Se’s store expansion has always been restrained. In China’s new tea market, it has even been somewhat slow.

Author?| Lin Xinlin
Edit?| ?Li Qian
New tea brands collectively entered a valuation adjustment period.
On August 10, the fresh tea drink enterprise Hushang Ayi (02589.HK) in Shanghai got on the stock-price roller coaster, with the single-day drop exceeding 23%. On August 11, the share price continued to slide downward; by the close, it was 87.4 HKD per share, down 2.73%, which is over 50% lower than the peak of 197.6 HKD per share on its first day of listing last May.
This is a scene from the contraction of valuations in the new tea beverage segment. In 2025, dubbed the “first year of new tea beverage listings,” Mi Xue Group (02097.HK), Guming (01364.HK), and Hushang Ayi all made their debuts on the Hong Kong Stock Exchange, while Bawang Chaji (CHA.NASDAQ) headed to Nasdaq. The four leading tea beverage companies came together in global capital markets.

New tea beverage brands have collectively entered a period of valuation adjustments.
On August 10, the stock of Chinese tea beverage company <沪上阿姨> (02589.HK) rode a roller coaster, with the intraday share price drop exceeding 23%. On August 11, the stock continued to drift lower; by the close it was 87.4 HKD per share, down 2.73%, more than 50% lower than the high of 197.6 HKD per share on its first day of listing last May.
This is a snapshot of valuation contraction in the new tea beverage sector. 2025 has been dubbed the “Year of New Tea Beverage IPOs.” MiXue Group (02097.HK), Guming (01364.HK), and <沪上阿姨> all made their listings on the Hong Kong Stock Exchange; Bawang Chaji (CHA.NASDAQ) went all the way to Nasdaq, bringing four leading tea beverage companies together across global capital markets.

(Source: Huzhou Daily)
Reprinted from: Huzhou Daily
　　This summer’s hottest ice cream shop has unexpectedly appeared in the tea beverage industry.
　　On July 24, HEYTEA opened its first stir-fried ice cream laboratory + shop in Shanghai at the Shanghai IFC in Gintian Center. It is also the third HEYTEA store nationwide to sell stir-fried ice cream products. During the store’s opening peak hours, the waiting time to get in exceeded 3 hours. Another leading tea beverage brand, Bawang Chaj i, released its Italian-style ice cream “Tea La Duo” series globally at its Wukang Road store in Shanghai in May this year. Consumers lining up to take photos once stretched for hundreds of meters.