界面新闻记者 | 卢奕贝

界面新闻编辑 | 牙韩翔

zi2024niankainianzhijin，yiyoumixuebingcheng、guming、hushangayitijiaolezhaogushu。erzai2yue23ri，sichuanbaichabaidaoshiyegufenyouxiangongsi（yixiajiancheng“chabaidao”）yegengxinzhaogushu，zheixiepinpaisuopiludeshuju，zhengzhujianjiangzhongguoxinchayinsaidaodebantugouleqingxi。

genjufuruositeshaliwenbaogaodexingyefenxi，mixuebingcheng、guming、hushangayihechabaidaoshizhongguoxianzhichayinxingyedeqiansiming。an2023nianlingshouejisuan，chabaidaopaimingdisan，shichangfenecong2022niande6.6%tizhi6.8%。

congshourujiegoushanglaikan，zheipizhudajiamengmoshidepinpaizhuanqiandedatoujunfeijiamengfei，ershimaiyuanliao。2023nian，chabaidao95%deshourulaizixiangjiamengdianxiaoshouruzhipin、chaye、shuiguodengyuancailiao，yijibaocai、mendianshebeideng。

jiuyejibiaoxianeryan，chabaidaorengweichiwendingzengzhangtaishi。

2021-2023nian，chabaidaodeyingshoufenbiewei36.44yiyuan、42.32yiyuanhe57.04yiyuan。qizhong，2023nianjiao2022nianshixianle34.8%detongbizengzhang，zengsushiqianyiniandeyibei；tongqi，chabaidaodejinglirunfenbiewei7.79yiyuan、9.65yiyuanhe11.51yiyuan，qizhong2023nianshixiantongbizengzhang19.3%。

mendiankuozhangfangmian，chabaidaodemendianshuliangcong2022niande6361jiazengjiazhi2023nianmode7801jia。jiezhizuihoushijikexingriqi，chabaidaozaizhongguogongyou7927jiamendian。

这个体量当然无法与价格带低至4-12元、有3.5万家门店的蜜雪冰城相提并论，但如果在6-22元中间价格带品牌中横向对比，茶百道稍稍落后于古茗。古茗于1月提交的招股书显示，2023nianqian9geyue，gumingyingshou55.71yiyuan，jinglirun10yiyuan；mendianguimoda8578jia，bingjinyibuzengjiazhi2023nianmode9001jia。

zheigechajuhuoxuyuanyulianggepinpaibutongdediyukuozhangyijichengshibujucelve。

zhaogushuxianshi，gumingyue79%demendianweiyuerxianjiyixiachengshi，zaixiangtongjiagedaiqianwudapinpaizhongbilizuigao。ciwai，gumingcaiqudiyujiamicelve，zaizhejiang、fujianhejiangxidengshengfenmijikaidian，danrengweijinrubeijing、shanghaidengyixianchengshiyijihebeidengshengfen。

erchabaidaocheng，yuqitatoubupinpaixiangbi，chabaidaozaigexianchengshidemendianshuliangfenbujiaoweijunyun，qiegengweiduoyanghua。2023nianchabaidaofugai344gechengshi，qizhongyixianchengshizhanbida10.6%，shitoubupinpaizhongbujubilizuigaode；ciwaixinyixianchengshishichabaidaodezhuzhanchang，zhanbida26.9%；ererxian、sanxianchengshizhanbifenbiewei20.9%、19.4%、22.2%。

zhidezhuyideshi，conggaigongsizhengtiqingkuanglaikan，chabaidaokaizaisixianjiyixiachengshidemendianzai2023nianyoulemingxianzengduo，cong2022nianmode1255jiazengzhangdaole2023niannianmode1732jia，xindianshuliangwei477jia，zheixiechengshidemendianzhanzhengtidebizhongye19.7%zengjiazhi22.2%。sixianjiyixiachengshidexindianshuliangshichabaidaosuoshejiquyuneizuiduode。

yejiushishuo，chabaidaoyezaimomoxiangxiachenshichangfaqichongji。

chabaidaozaizhaogushuzhongbiaoshi，zaiweichiyuyixianjixinyixianchengshidediweiyitishengpinpaizhimingdujijingenbuduanbianhuadeshichangqushidetongshi，yizhishentoubingjiangjixushentouzhiyongyoujudaxiaofeizengzhangqianlidedixianjichengshi。

danzaixiachenshichangchayinpinpaijiliesishadeyanxia，hennanshuozheirengshiyigejuyouxingjiabidexuanze。

jiehegediquyingyeezhanbilaikan，chabaidaozaidixianchengshimendiandeyingshounenglibingbuqiang。2023nian，chabaidao41.6%mendianfenbuzaisansixianjiyixiachengshi，danzheixiechengshidailaideshouruzhanbijinwei34.6%；zhanbijin10.6%deyixianchengshimendianshixian16.9%yingshou；xinyixianchengshimendianzhanbi26.9%，yingshouzhanbi28.9%。

ermendianwangluodekuozhangyijixiangxiachenshichangshentou，huoxudaozhichabaidaodedandianyinglinengliyousuoxiahua。2023nianchabaidaomeijiamendianrijunlingshouewei6889.2yuan，zheigeshuzizai2022nianshi6927.3yuan。

danchabaidaorengdasuanjinyibujiamaxiachen。

zhaogushuchengnijinyibuduierxianjiyixiaxianjichengshijinxingmendianjiami，weicihuitongguojilijizhekougulixianyoujiamengshangkaisheduojiamendiandeng。lingyifangmian，chabaidaoyezaitansuoxianzhichayinyiwaideyewukeneng。1yue，chabaidaoqixiakafeizipinpai“kahui”shoujiazhiyingdianluodichengdou，kedanjiazai13—27yuanqujian，dapeihanbao、beiguosanmingzhidengduokuanxiaoshishoumai。

chabaidaoyeruduoshutongxingyiyang，youzhechuhaidongnanyadejihua。2024nian1yue，chabaidaotongguodisanfangshouquanmoshizaihanguokaichuhaiwaishoudian，bingjihuayujinniankaishijianlifugaitaiguo、yuenanjimalaixiyadengdongnanyashichangdegongyingliantixi，yu2025nianjihuakaishishelipeisongzhongxinyizhichizaidongnanyashichangkuozhang。