主要供应商

鲜活饮品(台资上市;50+品牌)/田野股份(北交所;奈雪投资)/德馨食品(糖浆龙头)/宝立食品(A股)/广禧/南国食品/菲诺

下游品牌

→喜茶/瑞幸/奈雪/CoCo等50+品牌(鲜活)/→奈雪/沪上阿姨(田野)/→蜜雪/茶百道(德馨)

主产区

[{"rank": 1, "name": "鲜活饮品(台资)", "output": "约30亿营收", "share": "B端龙头;\n供应50+品牌;\n40+种果蔬配方"}, {"rank": 2, "name": "田野股份(北交所)", "output": "约5亿营收", "share": "热带果汁原料;\n奈雪投资4.4%;\n沪上阿姨投资"}, {"rank": 3, "name": "德馨食品(已上市)", "output": "约10亿营收", "share": "糖浆/浓浆龙头;\n供应蜜雪/茶百道"}, {"rank": 4, "name": "宝立食品(A股)", "output": "约10亿营收", "share": "复合调味/饮品配料"}, {"rank": 5, "name": "广禧", "output": "约3亿营收", "share": "珍珠/椰果/果酱\nB端"}]

全球产量

中国B端果汁 行业约200亿+