界面新闻记者 | 卢奕贝

界面新闻编辑 | 许悦

xianzhichayinliansuojingguoliangniandekaifangjiameng、kuaisukuorong，rujinkenengyijinglaidaoleshendudiaozhengdeguankou。

jiezhi2024nian11yue12ri，zhaimencanyanshujuxianshi“naichayinpin”xingyemendianzongshuda41.26wanjia，jinyinianxinkai14.23wanjiamendian，qizhong，jingzengzhangxianshiwei-1.77wanjia。

2024niandexinchayinshichang，yinyuekejianchudingshike。

jinruqiudongdanjiyilai，jutourumixuebingchengyefangmanletuodiandejiaobu，yilanshangyeshujuxianshi，gaipinpai9yuekaichumendian504jia，10yuejinkaichu194jia；fangyan2024quannian，mixuebingchengyemeiyouyanxuguowangnianzeng6000jiadekuozhangsudu。zhaimencanyanshujuxianshi，muqianmixuebingchengquanguomendianzongshuwei3.24wanjia，zheigeshuziyunianchuzhaogushupilude3.22wanjiaxiangbi，chengdeshangyuanditabu。

shishishang，toubuchayinpinpaimenjihudouchuxianlekuozhangtingzhi。

jinniannianchudijiaozhaogushudejigepinpaizhong，gumingmuqianquanguomendianyue9675jia，erzhaogushupilu2023niandiwei9001jia；hushangayimuqian8536jia，zhaogushupilu2023nianqian9geyuewei7297jia；chabaidaodezhaogushupilujinnian2yueshiwei7927jia，6yuezhongbaopiluwei8385jia。

zaijiliedejingzhengyuxiaofeipiruandedahuanjingxia，xinchayinpinpaizhuanqiangengnanle。

2024nianshangbannian，chabaidaoyingshou23.96yiyuan，xiajiang10%，lirun2.39yiyuan，xiahua59.9%。caibaoxianshi，yifangmianxiaofeifusubujiyuqishizhuyaoyuanyin；ciwai，chabaidaoyeyinweijiadajiamengshangzhichilidu，daozhimaoliruijian18.6%，diezhi31.7%。

yixiepinpaiyixianrukuisun。

naixuedecha2024nianzhongbaoxianshi，shangbannianshourucongquniantongqide25.94yiyuanweijiangzhi25.44yiyuan，jiangfu1.9%。jingdiaozhengjinglirunyouyingli7020wanyuanzhuanweikuisun4.37yiyuan。zhiyingmendianjingyinglirundafuxiajiang65.1%zhi1.65yiyuan，mendianjingyinglirunlvcongquniande20%diezhi7.8%。

zaitongdianbiaoxianshang，naixuezaiyixianchengshimingxianchengya。qishanghaitongdianpingjundandianjingyinglirunlvcong17.1%jiangzhi2%；beijingtongdianpingjundandianjingyinglirunlvcong12.8%jiangzhi1.5%。

dangran，yeyouyixiepinpaizaiyanjundehuanjingxiabaochilezengzhangtaishi。

chuyujiagedaixiayoudechayinliansuozhengzai“zhihuan”yunyingnenglibujiahuozhejiagedaizhongshangyoudepinpai。

12yue1ri，mixuebingchenghezuozhongxingongzhonghaofachuyizekaidianzhengcediaozhengtongzhi，cheng“suimozhiji，shichangyongxianbushaowangpuziyuan，duiyujiamengshangeryanshibuzhuoshichangjiyu、choubeimendianbujudeguanjianshiqi。weigenghaodibangzhujiamengshangbawoxianji，gongsinidingzi2024nian12yue16riqiduikaidianzhengcejinxingdiaozheng。diaozhengneironghangaijieshoushenhedejuli、jiamengshangdangweidengxiangguanshenheyaoqiu。”

juxi，mixuebingchengkaidianzhongdianbaokuoshengengyikaifashangquan，jianshaomendianyidiguanlichengben；guanzhujingqu、yuanxiao、xinshangchang、jiaotongshuniu、changqudengkongbaishichangkaifa；wajuexiachenshichangdeng。shishishang，zheixiezhongdianquyuzaozaijinnian1yueyilaibianyibeimixuebingchengguanzhu，ciwai，mixuebingchenghaiqiangdiaozaiweizhishenhegongdanzhongzengshele“bianshenhebiantuijianweizhi”gongneng，bangzhushishituijianjiamengshangganxingqushangquanneideheshidianwei。

zongheeryan，mixuebingchengzhenzhenggulijiamengshangmenzhengqude，shineixiezaijinnianxinchayinxipaidazhanzhongdaobishichudehelidianwei。

ciwai，chaojitoubupinpaidejingzhengliyegengjiatuchu。2021nianbawangchajiquanguomendianshulianghaizhiyou420duojia，jiezhi2024nian11yue，qimendianshuliangyijingchaoguo6000jia 。jinzuijinyinian，xinzengmendianshuliangjiuchaoguole3000jia；xicha9yuexuanbumendianshuliangda4300jia，9geyuexinzengchao1100jia；ciwai，jinnianhuodexingyezuidayibigongkairongzidemolinaibai，2023nian2yuemendianshuliangyecai70jiazuoyou，dandaojinnian9yue，qimendianshuliangjiumengzengzhi700duojia。

danwentiyezaiyu，zheixiezengzhangtaishinengweichiduojiu？

muqiankanlai，xinchayinxingyesuoyounengbangzhupinpaishixianchayihuajingzhengdeyouxiaoshouduan，jihudoubeiwanguoyibian。

yuanbenjianchizhiyingluxiandexicha、naixue、lelecha，zaigaozengsuyalixialuxukaifangjiameng。danxianshizhengming，bingbushimeiyigepinpaidounengbawoshiji，bingzhangwojiamengzheimenshengyi。biruzhidao2023nian7yuecaikaifafangjiamengdenaixuezhijinbuguokaichule353jiajiamengmendian，duiyejibuchongliaoshengyuwu。

zixicha2022nianlvxiangaobienaicha30yuanshidaihou，jiagezhanyixijuanlesuoyoucanyuzhe。

hongcanchanyeyanjiuyuanpiludeshujuxianshi，2024nianshangbannian，xianzhiyinpinxinpinshoujiazhuyaojizhongyu10yuan—20yuanjiagedai。qizhongdanbeishoujiachuyu15yuan—20yuan（buhan20yuan）dexinpinshuliangzhanbida39.1%，10yuan—15yuan（buhan15yuan）dezhanbiwei25.7%，hejizhanbigaoda64.8%。

chanpintongzhihuazaixinchayinxingyeyijingshizhongsuojiezhi。jinnianzuixianzhudeanlishi，yiyezhijian，sihuzhuliuchayinpinpaidouzaimofangbawangchaji，tuichuqingruchapinlei。

dansuizhegegepinpaidoudingshangqingrucha，jiagezhanyouchengweilejingzhengshouduan。7yue12ri，gumingguanxuan“yuanye·xiannaicha，jinru9.9yuanshidai”；chabaidao7yuezhongxunshangxindeyunrongqingchaxilie，zai“xianshimaiyisongyi”zhekouzhixia，danbeidizhi7yuan；yihetangshangbanniandexinpinzhizixiangqingrucha，zhehoujiageyedizhi7.9yuan/bei；erchapubudepubumobaiyuanjia6.9yuan，pingtaizuohuodongshi，danbeishenzhizhiyong3.6yuan。

mianduichayinsaidaodeneijuan，zhongyuyoutoubupinpaizhanchulaishuo“bu”。

9月18日，喜茶向事业合伙人发布了一封名为《为用户创造差异化的品牌和产品》的内部信。xinzhongxichabiaoshi，xingyedetongzhihuajingzhengchixuxiaohaozhexiaofeizheduichayinchanpinhepinpaidereqing，mianduizheiyijushi，xichajueding“buzuotongzhihuachanpin、buzuodanchundedijianeijuan”。

cihou，naixuebannianbaofabushi，qidongshizhangzaicaibaoyejihuishangbiaoshi，“congmuqianlaikan，buguanyoumeiyoujiamengshangjiamengnaixuedecha，gongsidouhuifeichanglixingjinshende，ranhouhuanmandikaizhanjiamengdianhezhiyingdian。”；chahuanongyefabuleneibuxincheng，“zaimendianguimojijiangdadao1000jiazhiji，womenjuedingxiantingyiting，baxiedaixijin”。zaizheifengneibuxinli，chahuanongtichuyao“wendingguoneituozhangpeisu，jiangzhongxinzhuanxiangcunliangjingxihuayunying”。

iimedia research（aimeizixun）shujuxianshi，yuji2024nianzhongguoxinshichayinshichangguimojiangda3547.2yiyuan，tongbizengzhang6.4%。xinshichayinxingyeyicongchuqidekuaisukuozhang、jiliezhengduofenede“paomaquandi”jieduanguoduzhizhuzhongjingxihuayunyingdecunliangjingzhengxinjieduan。