文｜红餐网 卢子言

编辑｜王秀清

12yue20ri，zaixiaocaiyuanguapaishangshidetongyitian，lvchajituan（xiacheng“lvcha”）zaicixianggangjiaosuodijiaozhaogushu，zheishiqidiwucichongcigangjiaosuo。

zaizuixindezhaogushuzhong，lvchayoupilulenaxieshuju？

01.前三季度营收29.20亿元，外卖收入超过去年总和

yujinnian6yuedezhaogushuxiangbi，zheicilvchagengxinle2024nianqiansanjidudeshuju。

zaiyejifangmian，jinguanjinniancanyinxingyetiaozhanzhongzhong，danlvchadeyingshouhejinglirundouyouyidingdezengzhang。

zhaogushuxianshi，2021 nianzhi 2023 nian，lvchadeyingyeshourufenbiewei 22.93 yiyuan、23.75 yiyuanhe 35.89 yiyuan，jingdiaozhengjinglirunfenbiewei 1.38 yiyuan、0.25 yiyuanhe 3.03 yiyuan。

2024 nianqiansanjidu，lvchadeyingyeshouruwei29.20 yiyuan，tongbizengzhang7%；jingdiaozhengjinglirunwei2.92 yiyuan，tongbizengzhang11%。

mendianshufangmian，jiezhi12yue20ri，lvchamendianshuwei461jia，shi2021nianqimo236jiandejinyibeizhiduo。

ciwai，lvchajihuayu2027nianwanchengqiandianmubiao。genjuzhaogushu，2023nianlvchakaishele89jianxindian，bingjihuayu2024nian、2025nian、2026nianhe2027nianfenbiekaishe120jia、150jia、200jiaji213jiaxincanting。

congmendianbujulaikan，lvchaxianzhuyaozhuanzhuyuhuadong、guangdongshengjihuabeisandaquyu。

△tupianlaiyuan：lvchacantingguanfangweibo

zhideyitideshi，lvchadewaimaishourubizhongzhengzhuniantisheng。zhaogushuxianshi，lvchadewaimaiyewushourucong2021niande2.99yiyuanzengzhangzhi2023niande5.17yiyuan，2024nianqianjiugeyuedewaimaiyewushouruwei5.20yiyuan，yichao2023nianquannianwaimaiyewushourudezonghe。

lvchazaizhaogushuzhongbiaoshi，weilaikenenghuikuodawaimaiyewudeguimo，yibuchongtangshiyewu。

02.消费市场承压，绿茶的人均、翻台都出现下滑

suiranyingshou、jinglihemendianshudouzaizengzhang，danlvchadebufenjingyingshujuyechengxianchuxiajiangdequshi。

shouxianshirenjunxiaofeiyousuoxiahua，juzhaogushudezuixinshuju，2021nianzhi2023nianhe2024nianjiezhi9yue30rizhijiugeyue，lvchaderenjunxiaofeifenbiewei60.5yuan、62.9yuan、61.8yuanyiji57.7yuan。

danzheibingbushigebiexianxiang，genjuzhuoshizixundeshuju，zhenggecanyinxingyezaijinniandouchengxianxiangtongqushi。

fantailvfangmian，lvchayechuxianleyidingdexiahua。

zhaogushuxianshi，lvcha2021nianzhi2023nianhe2024nianqiansanjidudefantailvfenbiewei3.23、2.81、3.303.43yiji3.05。qizhong，huabeidiqudefantailvjiaogao，huadongdiqudejiaodi，liangquzhijianxiangcha0.66。

△tupianlaiyuan：lvchazhaogushujietu

zhideyitideshi，jinqiwanchengguapaishangshidexiaocaiyuan，jinjinianfantailvyulvchaxiangjin，2021nianzhi2023nian、yijijinnianqian8geyue,xiaocaiyuandefantailvfenbiewei3.3、2.8、3.2、3.1。

ciwai，lvchadetongdianxiaoshoueyechuxianlexiahua。zhaogushuxianshi，yu2023niantongqixiangbi，jinnianqiansanjidu，lvchamendiandetongdianxiaoshouejianshaochao4qianwan。

duiyushangshujingyingshujudexiahua，lvchazaizhaogushuzhongjieshicheng，zhuyaoyoudangqianxiaofeizhepubianjinshenxiaofeidaozhi。

03.五度冲刺港交所，曾陷预制菜争议

jinjinian，xianshaoyoucanyinqiyenengchenggonghuodegangjiaosuoderuchangquan，zhongcanqiyegengshishaozhiyoushao。

julejie，cong2021nian3yuekaishi，lvchaxianhou4cixianggangjiaosuodijiaozhaogushu，danjunyishibaigaozhong。

△tupianlaiyuan：lvchacantingguanfangweibo

jinnian6yue19ri，lvchadisicichongcigangguipo。dangshi，zhongguozhengquanjianduguanliweiyuanhuiyaoqiulvcha，yaoduishipingongyinglianjutimoshiheyuzhicaizhanbijinxingmingshideyaoqiu，yinfaguanzhu。

shishishang，zongheshejiaopingtaixinxilaikan，jinnianlvchaqueshiyouqianshedaobushaoshipinanquanyijiyuzhicaifangmiandeyulun。

liru2020nian，lvchajiubeibaochuhouchuweishengcha，yuangongtushoutouchicaipindechouwen。

2021nian12yue，xizanglvchacanyinguanliyouxiangongsiguangzhoubaiyundiyifengongsizhishoudelvchacongxiangkaoji，beijianchudachangaixishijunbufuheguangdongshengshipinanquandifangbiaozhun；2023nian11yue，hangzhoushangchengqushichangjianguanjushipinjianduchoujianxianshi，xizanglvchacanyinguanliyouxiangongsihangzhoushangchengfengongsidedaqingjiaosaichonganjiancezhigaoyubiaozhunzhi。

erzaiyuzhicaifangmian，2024nian3yue，“zhongguolanxinwen”jizhewodihangzhoulvchacantinghouchufaxian，gaicantingshoumaide“fotiaoqiang”shiyuzhicai。dancantingbujinweizaicaidanzhongbiaozhu“yuzhicai”ziyang，tongshiyemeiyouzhudonggaozhigukeshiyuzhicai。

zaizheizhihou，lvchacantinggongguanjinglicenghuiyingbiaoshi，yixiajiabeipuguangdeyuzhicaipin“fotiaoqiang”，tongshiyizichazijiuxiajiamendianbufenyuzhicaicaipin。

weilejiejuezheixiewenti，lvchazhengzaijiaqiangchanpindeshianbaozhangshouduan。

zhaogushuzhichu，lvchaneiyouyibufenzhaopaicai，shiyoudisanfangshicaijiagonggongsizhibeideyuchulishicaijihongbeichanpin。weilebaozhangshipinanquan，chulelvchajituanzijijinxingdezhiliangjianchawai，yiyaoqiuqigongyingshangtigongshipinjiancebaogao，bingdingqipinqingdisanfangjinxingzhiliangjiancha。