知悉茶事，品万象茶境

Know about tea and taste Vientiane tea

文 | 帮利茶业市场中心

责任编辑 | Neve

新兴亚洲的机遇

美东时间2023年2月5日，第29届HBS哈佛商学院亚洲商务会议在马萨诸塞州波士顿市的哈佛大学举行。本届会议的主题是——“新兴亚洲的机遇”，本次会议由哈佛商学院学生会举办，共邀多位亚洲重要的企业家、投资机构、专家学者出席这场“思想盛宴”，共同探讨亚洲企业的布局与发展。

On February 5, 2023, the 29th HBS Harvard Business School Asian Business Conference was held at Harvard University in Boston, Massachusetts.The theme of this conference is "Opportunities for Emerging Asia". This conference was organized by the Harvard Business School Student Union. A number of important Asian entrepreneurs, investment institutions, experts and scholars were invited to attend this "Thought feast" to discuss the layout and development of Asian enterprises.

帮利茶业以亚洲企业代表的身份受邀参加本次HBS哈佛商学院亚洲商务会议，并在大会上进行了演讲分享。

Benny Tea was invited to participate in the HBS Harvard Business School Asia Business Conference as a representative of Asian enterprises, and shared a speech at the conference.

中国茶企的全球化机遇与挑战

帮利茶业公司Wang Yufan女士作为帮利茶业董事长张朝斌先生的代表进行峰会主题演讲，并分享《中国茶企的全球化机遇与挑战》这项议题，同时围绕集团在亚洲发展遇见的独特的机会，企业定位于亚洲实现新增长所面临的挑战，以及重塑企业集团的方法和关键要点等多项议题进行探讨与分享。

As the representative of Mr. Zhang Chaobin, the chairman of Benny Tea, Ms. Wang Yufan of Benny Tea Co., Ltd. delivered a keynote speech at the summit and shared the topic of "Globalization Opportunities and Challenges of Chinese Tea Enterprises".At the same time, she discussed and shared many topics, such as the unique opportunities the group met in Asia, the challenges faced by enterprises positioning themselves in Asia to achieve new growth, and the methods and key points of reshaping the enterprise group.

（图为 塔伦•卡纳教授与帮利Wang Yufan女士合影）

此次论坛的《企业集团》专题小组由中欧国际工商学院客座学术领袖、哈佛商学院尔赫·保罗·雷曼教席教授塔伦•卡纳 (Khanna, Tarun)主持。塔伦•卡纳教授在哈佛致力于研究新兴市场中企业家精神如何驱动经济和社会发展，是发展中国家多个创业企业的联合创始人，这些企业遍布印度、中国、东南亚和中东。同一专题小组的参会企业有印尼力宝集团和印尼Jobubu集团。力宝集团是印尼最大的金融控股财团，由"印尼钱王"李文正与印尼首富林绍良携手创立，旗下控有各国上市企业20多家，投资领域包括商业银行、保险、房地产、百货超市、制造业、信息技术、基础设施、传媒、医疗和娱乐服务业等，投资区域遍及印尼、新加坡、美国、澳大利亚和中国，企业总资产规模达200多亿美元。

The "Enterprise Group" panel of this forum was chaired by Khanna, Tarun, the visiting academic leader of CEIBS and the co-professor of Erch Paul Lehman of Harvard Business School.At Harvard, Professor Taren Kana is committed to studying how entrepreneurship drives economic and social development in emerging markets. He is the co-founder of many entrepreneurial enterprises in developing countries, which are located in India, China, Southeast Asia and the Middle East. The enterprises participating in the same theme group include Indonesia Lippo Group and Indonesia Jobubu Group.Lippo Group is the largest financial holding consortium in Indonesia. It was founded by Li Wenzheng, the "king of Indonesian money", and Lin Shaoliang, the richest person in Indonesia,Lippo Group controls more than 20 listed companies in various countries. Its investment fields include commercial banks, insurance, real estate, department stores, manufacturing, information technology, infrastructure, media, medical and entertainment services, and its investment areas cover Indonesia, Singapore, the United States, Australia and China.The total asset size of the enterprise reached more than 20 billion dollars.

在会议论坛上，帮利与在场的嘉宾一同纵观古今，看中国茶叶的演变，追溯中国茶的前世今生。中国茶文化发源的历史悠久，中国人煮饮奶茶已有一千多年的历史，自九十年代中期以来我国经济结构发生了明显改变，消费对经济增长的拉动作用逐年上升。人们对现制茶饮从传统的解渴消暑、味觉满足、缓解压力等基础功能到向高颜值产品治愈的精神需求以及身材管理、健康养生的需求过渡。于是，新中式茶饮这一概念诞生并快速发展，形成新兴业态和产业链。

At the conference, Benny and the guests looked at the ancient and modern times, reviewed the evolution of Chinese tea, and traced the past and present of Chinese tea.The origin of Chinese tea culture has a long history. Chinese people have been drinking milk tea for more than 1000 years. Since the mid-1990s, China's economic structure has changed significantly, and the role of consumption in driving economic growth has increased year by year. People's demand for ready-made tea has transited from the traditional basic functions of relieving thirst and heat, satisfying taste, relieving stress, to the spiritual needs of high beauty products, as well as the needs of body management and health preservation. As a result, the concept of new Chinese tea was born and developed rapidly, forming a new business form and industrial chain.

相关数据表明，我国的新茶饮千亿市场持续扩大，充满了机遇与挑战。2022年，新茶饮门店数48.6万，连锁化率55.2%。我国新茶饮市场规模从2017年的422亿增长至2021年的1003亿元，年复合增长率直超过20%。2020年疫情局部地区爆发后，新茶饮市场整体有一个明显的增长:2021年稳步踏上千亿规模;而2022年疫情席卷中华大地，市场规模的最理想状态可达到1040 亿元，基本与2021年持平。

Relevant data shows that China's new tea drinking market has continued to expand and is full of opportunities and challenges. In 2022, the number of new tea drinking stores will be 486000, with a chain rate of 55.2%. The scale of China's new tea market has increased from 42.2 billion yuan in 2017 to 100.3 billion yuan in 2021, with a compound annual growth rate of more than 20%. After the outbreak of the epidemic in local areas in 2020, the whole new tea market has a significant growth: steadily set foot on a scale of 100 billion in 2021;In 2022, the epidemic swept across China, and the optimal market size could reach 104 billion yuan, basically the same as in 2021.

随着疫情防控政策的调整，2023年第2季度后，国民消费热情有望被点燃，2023年新茶饮的市场规模有望恢复至1450亿元，恢复三年复合增长率近20%。

With the adjustment of epidemic prevention and control policies, after the second quarter of 2023, the national consumption enthusiasm is expected to be ignited, and the market size of new tea is expected to recover to 145 billion yuan in 2023, with a three-year compound growth rate of nearly 20%.

帮利作为一家专业的餐饮用茶与解决方案服务机构，以及新中式茶饮的上游茶叶供应商，排行中国餐饮用茶供应链行业茶叶产量前三甲，并与各大知名茶饮品牌和餐饮业品牌都保持着密切的合作。近年来新式茶饮行业原材料均保持上涨趋势。伴随消费升级，消费者对食品安全和质量的需求提升，茶叶、牛奶、水果类生产价格指数不断提升。

As a professional catering tea and solution service organization, and the upstream tea supplier of the new Chinese tea, Benny ranks among the top three in the tea production of the Chinese catering tea supply chain industry. And it has maintained close cooperation with various well-known tea brands and catering industry brands.In recent years, the raw materials of the new tea industry have maintained an upward trend. With the upgrading of consumption, consumers' demand for food safety and quality has increased, and the production price index of tea, milk and fruit has continued to rise.

帮利钟情茶叶制造、咖啡制造与茶饮创新，业务覆盖整个中国，全球远销至欧美及亚太地区，销售业绩突破3万吨，并拥有国际先进水平的全自动茶叶精加工生产线。但帮利的业务不仅仅局限于茶叶制造，同时也不断致力于茶叶国际贸易与茶文化传承的发展。

Benny loves tea manufacturing, coffee manufacturing and tea innovation.Its business covers whole China, and has been exported to Europe, America and Asia Pacific regions worldwide. Its sales performance has exceeded 30,000 tons, and it has an internationally advanced full-automatic tea finishing production line.However, Benny's business is not only limited to tea manufacturing, but also continuously committed to the development of tea international trade and tea culture inheritance.

帮利产业护城河

在本次论坛的《企业集团的重塑》交流环节中，Wang Yufan女士提到了沃伦巴菲特的“经济护城河”概念，并和参会嘉宾分享了帮利在发展过程中投资创建的两大“护城河”。

In the exchange link of "Reshaping Enterprise Groups" of this forum, Ms. Wang Yufan mentioned Warren Buffett's concept of "economic moat" and shared with the participants the two "moats" that Benny invested in and created during the development process.

（图为 福州新之源生态农业科技发展有限公司）

福州市永泰县具有悠久的产茶历史，早在唐代就有生产佳茗，明洪武年间“永泰细茶”做成了绿茶贡品。2022年，帮利茶业在福州的后花园——永泰，投资成立了福州新之源生态农业科技发展有限公司。作为永泰塘前绿色产业园的端头企业，凝聚了帮利关于茶行业发展的思考和初心，致力于成为全球领先的茶业全产业链解决方案链主企业，具有高附加值、高税利、高就业等优势。园区建成后，将提高永泰的就业率，为当地以及周边地区的发展提供新的经济增长点，联动全省和全国产茶区，促进茶行业的经济发展。同时，园区特色的“茶业+旅游”模式不仅进一步推动了茶文化的普及，促进茶文化旅行的发展，而且为永泰探索向工业和旅游深度融合模式转型发展提供了思路，对社会经济文化的发展起到了重要作用。

Yongtai County of Fuzhou City has a long history of tea production. It produced good tea as early as the Tang Dynasty. During the Hongwu period of the Ming Dynasty, "Yongtai Fine Tea" was made into a green tea tribute.In 2022, Benny Tea invested and established Fuzhou Xin Zhiyuan Ecological Agriculture Technology Development Co., Ltd. in Yongtai, the back garden of Fuzhou.As the end enterprise of Yongtai Tang Green Industrial Park, it has gathered Benny's thinking and initial intention on the development of the tea industry,and is committed to becoming the world's leading enterprise in the whole tea industry chain solution chain, with the advantages of high added value, high tax profit, high employment, etc.After the completion of the park, it will increase the employment rate of Yongtai, provide new economic growth points for the development of the local and surrounding areas, link the tea production areas of the province and the whole country, and promote the economic development of the tea industry.At the same time, the characteristic "tea industry+tourism" mode of the park not only further promoted the popularization of tea culture and the development of tea culture tourism, but also provided a train of thought for Yongtai to explore the transformation and development to the deep integration mode of industry and tourism, and played an important role in the development of social economy and culture.

（图为 广西中肯茶业有限责任公司）

全球十朵茉莉花，8朵来自中国，6朵出自广西横州，横州作为中国最大的茉莉花种植，深加工，茉莉花茶窨制与精制茶叶生产基地。福州市帮利茶业有限责任公司于2021年于广西横州投资建设广西中肯茶业有限责任公司。项目建成后，将形成窨花生产线、茉莉花传统礼品茶分装线、自动罐装茶饮生产线、茶饮研发中心、世界茶叶与咖啡展示中心、现代化工业园区等六大核心生产板块。将茉莉花传统茶行业与新式茶饮产业深度融合发展，推进产业创新化、规模化和专业化发展，形成横州特有的产业创新模式，使之成为横州特色优势主导产业和驱动经济发展的新引擎。

Of the ten jasmine flowers in the world, 8 come from China and 6 come from Hengzhou, Guangxi.Hengzhou is China's largest jasmine planting, deep processing, jasmine tea scenting and refined tea production base. Fuzhou Benny Tea Co., Ltd. invested and built Guangxi Zhongken Tea Co., Ltd. in Hengzhou, Guangxi in 2021.After the completion of the project, six core production segments will be formed, including the scented flower production line, the jasmine traditional gift tea sub-packaging line, the automatic canned tea production line, the tea R&D center, the world tea and coffee exhibition center, and the modern industrial park.Deeply integrate the development of jasmine traditional tea industry and new tea industry, promote industrial innovation, scale and professional development, and form a unique industrial innovation model of Hengzhou, making it become a dominant industry with Hengzhou characteristics and a new engine to drive economic development.

（图为《故宫贡茶图典》）

Wang Yufan女士在会议上向嘉宾们介绍了《故宫贡茶图典》此书。2021年，帮利茶业董事长、福建康正隆庆茶文化产业有限公司创始人张朝斌先生担任《故宫贡茶图典》副主编，参与编写与出版了中国茶史上第一部有关宫廷贡茶的实物图录。清代是茶文化的一大转折点，茶馆文化、茶俗文化盛行，茶文化深入市井，走向世俗，从皇家贵族、文人雅士之中走进千家万户。《故宫贡茶图典》此书较为系统地对清代贡茶进行了发掘和研究，展示了贡茶的茶叶及包装原貌。帮利一直致力于研究挖掘古代灿烂的茶文化，并加以继承和创新。中国茶文化源远流长，博大精深，是取之不尽、用之不竭的伟大宝藏，是发展当代中国茶文化的主要源泉。

Ms. Wang Yufan introduced the book "Tribute Tea in the Collection of the Palace Museum" to the guests at the meeting.In 2021, Mr. Zhang Chaobin, Chairman of Benny Tea and founder of Fujian Kangzheng Longqing Tea Culture Industry Co., Ltd., served as the deputy editor of "Tribute Tea in the Collection of the Palace Museum", and participated in the preparation and publication of the first physical catalogue of imperial tribute tea in the history of Chinese tea.The Qing Dynasty was a major turning point of tea culture. Tea house culture and tea custom culture prevailed. Tea culture went deep into the market and became secular, and entered thousands of households from royal nobles and scholars.”Tribute Tea in the Collection of the Palace Museum” systematically explores and studies the tribute tea of the Qing Dynasty, and shows the original appearance of the tea and packaging of the tribute tea.Benny has been committed to studying and excavating the ancient splendid tea culture, and inheriting and innovating it. Chinese tea culture has a long history, is broad and profound, is an inexhaustible great treasure, is the main source of development of contemporary Chinese tea culture.

亚洲经济一体化前进步伐逐步加快，新中式茶饮的亚洲市场处处是机遇，也处处充满挑战。通过本次HBS哈佛商学院亚洲商务会议，帮利与亚洲重要的企业家、投资机构、专家学者互相进行了全新的、有利的业务理念、行业趋势和洞见的分享，期待未来能够朝着共同方向努力，让区域合作更加紧密，为新兴亚洲的崛起添砖加瓦。

The pace of economic integration in Asia is gradually accelerating. The Asian market for new Chinese tea is full of opportunities and challenges.Through this HBS Harvard Business School Asia Business Conference, Benny and important Asian entrepreneurs, investment institutions, experts and scholars shared new and beneficial business concepts, industry trends and insights with each other, and looked forward to working together in the future to make regional cooperation closer and contribute to the rise of emerging Asia.