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对比日本,我国无糖茶渗透率提升空间巨大
对比日本,我国无糖茶渗透率提升空间巨大
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东鹏饮料(605499)-A股公司深度报告:效率为王平台型饮料巨头呼之欲出-251219(24页).pdf
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15-25年中国低糖&无糖碳酸饮料市场竞争格局(按销售额)
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2026-04-24
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中国无糖饮料市场规模及预测(亿元)
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2026-04-24
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中国无糖茶消费者购买动机
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2026-04-13
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2019~2024中国无糖、含糖茶饮市场份额
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竞争格局
2026-04-13
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2015-2024国内无糖饮料市场规模及同比增速
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市场规模
2026-03-30
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中国无糖饮料品类分布
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行业数据
2026-03-30
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2024年无糖饮料消费者年龄分布
fCDlubTpvoTmrrUgICB8IOWNoOavlCB8CnwtLS0tLS0tLS0tfC0tLS0tLXwKfCAxNOWygeS7peS4iyB8IDIlICAgfAp8IDE0IC0gMjnlsoEgfCA0MCUgIHwKfCAzMCAtIDQ05bKBIHwgNDUlICB8CnwgNDUgLSA1OeWygSB8IDExJSAgfAp8IOWFtuS7liAgICAgfCAyJSAgIHwKCui1hOaWmeadpea6kO+8muiJvuWqkuWSqOivouWFrOS8l+WPt++8jOi0oumAmuivgeWIuOeglOeptuaJgA==
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2026-03-30
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2024年中国消费者购买无糖饮料关注因素
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2026-03-30
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无糖饮料市场品类分布
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行业数据
2026-03-06
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中国无糖饮料市场规模(亿元)及YoY
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市场规模
2026-02-24
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东鹏渠道管理效率显著高于有糖茶其他玩家
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行业数据
2025-12-23
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2017-2024年无糖茶行业销售额CAGR达到
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2025-12-23
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2024-2025年旺季无糖茶销售额同比增
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行业数据
2025-12-11
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2023-2025旺季无糖茶规格变化情况(毫
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2025-12-11
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健康化浪潮下,无糖茶子赛道未来成长前景明朗。基于无糖茶含有咖啡因以及茶多酚等成份,且不含糖,其具备十分显著的提神功能性、成瘾性以及健康属性,因此无糖茶是一条顺应人口结构变迁趋势的强粘性赛道。我国无糖茶行业起步于 1997 年,当时的标志性事件是三得利无糖乌龙茶进入中国市场,但当时中国正处于经济发展的起步阶段,消费者饮食习惯正经历从“吃饱”向“食而有味”过渡的阶段,因此一开始消费者接受程度普遍偏低,2011年农夫山泉推出东方树叶,也因为口味寡淡劝退无数消费者,甚至在 2016年被网友票选列入“最难喝的五款饮料”之一,无糖茶这种无人问津的局面一直持续到 2017 年终于迎来了突破。随着消费者健康意识的持续提升,以及 2017 年元气森林以燃茶为突破口,凭借“无糖+”崭露头角,无糖茶赛道由此引爆。从数据上看,2018 年无糖茶销售额达到 31.2 亿元,较 2017 年同比高增 72.38%,到 2024 年无糖茶销售规模达到 153 亿元,2017-2024 年 7年 CAGR 达到 35.7%,在即饮茶整体规模萎缩的背景下实现了逆势增长,。不过相较于日本而言提升潜力巨大,在同样注重健康且具有饮茶文化的日本,当前无糖茶在即饮茶中的渗透率已经高达 84.8%。展望未来,基于无糖茶兼具功能、成瘾及健康属性,我们认为其成长空间巨大。
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东鹏饮料(605499)-A股公司深度报告:效率为王平台型饮料巨头呼之欲出-251219(24页).pdf
果之茶产品端突出高质价比,同时充分让利给渠道及终端
公司通过一元乐享活动显著增厚终端的利润率
补水啦质价比、渠道利润率及网点数量优势突出
冰冻化投入加码将助力特饮单点售力的进一步提升
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