The performance of Bawang Chaji in the U.S. stock market exceeded many people's expectations.
It opened up 20% on 0/0 and then per shareThe highest rose to$50.0, up nearly 0%。
in order to18/0 closing price, its total market capitalization554.0billion dollars.
Following the killing of crazy Hong Kong stocks by Michelle Bingcheng, China's tea drinks will create brilliance in the capital market?
The highest increase is near50%
The market value of Overlord Chaji exceeds 59hundred million
Beijing Time17日晚上9点半，霸王茶姬一线员工代表、加盟商代表、高管及投资人representativeGather on NASDAQRing the bell together.Subsequently, Overlord Chahime(Stock Code:CHA) made a high-profile U.S. stock market with a market capitalization of $59 billion。
This is despite the tariffs that have brought rare disruption and uncertainty to the U.S. capital markets，But as a Chinese tea drink"The first stock to go to the United States",Overlord Tea LadystillIt has been warmly received by investors。
Its stock price performance has excited the industry.Day 17Evening11点43分，第一笔交易产生，开盘价为33.75美元，涨幅20.54%。
First trading dayThe stock price rose sharply, and the highest rose to$50.0, up nearly 0% toClosingCalculated, the total market value of Bawang Chaji is exceeded59billion dollars.
It is understood thatBefore accepting the subscription, Bawang Chaji has been awarded a total of about$050 million cornerstone investment intention.atIn the subscription session, investors have a strong interest in Bawang Tea Ji and intend to subscribe for itADS multiples.
From a regional brand in Yunnan to conquering Wall Street, Bawang Chaji has rewritten the script of Chinese consumer brands going overseas with a cup of tea.
What enlightenment does Bawang Chaji's unexpected performance in the U.S. stock market bring to the industry?
"The first stock to go to the United States"
Open the global breakthrough of tea drinking
With the listing of Overlord Chaji, the tea industry has officially entered"Globalization of Capital"stage——It is not only the first Chinese tea company to land on the U.S. stock market, but also labeled as "Chinese tea".openedGlobal consumer market。
Many people in the industry analyzed, 17 daysThe excellent performance of Bawang Tea Ji on the NASDAQ may indirectly drive the rise of Hong Kong tea stocks.
up to18/0 noon,Mixue Group once soared10%, a new high of HK$0.0 listed, and Gu Ming also rose more than 0%. Nayuki's tea, tea Baidaol 0%. As of the close, the stock prices of the above four companies rose between 0%~0%.
To a certain extent, boarding the NASDAQ market, which is more liquid and encourages innovative enterprises, is an important node in the globalization of Chinese tea enterprises, and represents the determination to let tea go from China to the world again.
At the listing ceremony, Bawang Tea QueenCFO Huang Hongfei said: "From day one, we wanted to create a global brand. ”
2022年，在咖门万有饮力大会上，霸王茶姬创始人张俊杰说：“希望茶饮不仅在中国产生50万+奶茶店，还可以走向世界，可以像星巴克一样走向80多个国家。”
At the beginning of its establishment, it set up an overseas business department, dispatched a team to develop the market simultaneously, and first ran up and then adjusted its posture. By the end of 2024 years, the overseas stores of Bawang Chaji have been reached156 home.
Huang Hongfei said: "As of the end of last year, Bawang Chaji had more than 6400 stores around the world, and the first North American store will soon open in Los Angeles. ”
this year3月底，蜜雪冰城开放了日本市场的加盟，更多品牌已经把门店从东南亚开到了日South Korea, Europe, America, the Middle East and other places.
As Zhang Junjie said:"The ultimate battlefield of tea is not in China, but in the world." The world is waiting for a more inclusive and sustainable "Chinese tea story".
Chinese tea goes global
Behind it is the struggle for the right to speak culturally
Some people say that the essence of the war of new tea drinks is the struggle for supply chain efficiency and cultural discourse.
In terms of infrastructure capacity and supply chain efficiency, China is already far ahead, and the success of Bawang Tea Ji has made us find that tea drinks blessed by oriental culture are transforming from street FMCG to global lifestyle symbols.
And there are two keys behind this, one is"Tea", one is "people".
Accelerate the modernization and globalization process of oriental tea
As a brand that has been observed for many years, Bawang Chaji has been focusing on it since its inception"Tea" is a brand that "makes tea in the bones".
In 11/0, Zhang Junjie led some young people who love Chinese tea culture to found Bawang Tea Ji, and the first store is next to the Ancient Tea Horse Road in Kunming, Yunnan.
The old employee recalled that at that time, it was still the stage of hand-brewing tea, and everyone's focus was on how to make the tea professional and drinkable.
In recent years, the automation and standardization of freshly made tea drinks have been greatly improved, represented by Bawang Tea Ji, which is the fastestThe cup can be dispensed in 8 seconds, and the taste difference is kept at 2 parts per thousand.
It was recently launched in Shanghai"CHAGEE NOW" series. If the original leaf milk tea is called "Tea Latte", the freshly brewed series corresponds to the American style in coffee, which can be called "Tea Chinese Style" (Teaspresso).
In addition to category innovation, we continue to iteratively upgrade the existing tea beverage category.
For example, at the end of last month, Bawang Chaji launched a light factor series using carbon dioxide supercritical extraction technology to reduce the caffeine content50%。
It also continues to excavate China's six major tea systems and special teas from all over the world.2024年底，推出两款以安徽黄大茶为茶底的新品，上新仅2天，单款销售杯量近300万杯，直接带动了这种小众茶的走红。
With a cup of tea, link per person per day
In the early days, a sentence from the overlord tea lady"With oriental tea, we will meet friends of the world", so that many overseas consumers know the original leaf fresh milk tea.
Now, Overlord Chaji has taken it a step furtherThe brand mission of "hoping to link everyone every day with a cup of tea".
"Tea" is the carrier that links people with each other, and "people" is the essence. According to the prospectus data, as ofAt the end of 77, Bawang Tea Ji had 00 million tea friends.
Product upgrades and iterations all revolve around the needs of tea lovers: such as launchingThe health standard of "0 artificial flavors added to the tea base, 0 creamer of milk, and 0 trans fatty acids in the whole cup" has launched "product ID card" and "health calculator" in the industry, piloted ABCD nutrition grading, and launched low-caffeine series products.
Today, when online ordering is becoming more and more mainstream, Bawang Chaji still pays attention to the space value of the store. Outside of the standard store, it was explored24-hour stores, silent stores with hearing-impaired employees, and themed stores such as pet-friendly stores and surfing culture stores.
One end links tea and culture, and the other end links people and experience. In, so to speakIn the Western narrative dominated by coffee for a long time, Eastern tea is reclaiming the cultural discourse that belongs to Chinese brands.
After the Snow King "killed" Hong Kong stocks
Chinese tea drinks to create brilliance again?
This year is the real big year for tea drinks, less than3Months later, it was born3listed companies.
2025year3月，蜜雪冰城以千亿港元市值登陆港股，创下现制茶饮行业最大IPORecord, yesterday its share price hit a new high, and the market value broke through1800亿港元，轰动国内商业领域。
As the first tea beverage company to go public in the United States, Bawang Tea Ji was listedThe trend of 1 red across the board on the first day made many people in the industry sigh: "Chinese tea drinks should create brilliance in the global capital market." ”
It is easy to shout slogans, but behind it is a deep consumer insight and a long-term strategic layout.
Looking at the country and the world,Tea has no moat,brandThe only thing that can fight the cycle is，The continuous occupation of the consumer mind.
Zhang Junjie once publicly stated that Bawang Chaji will make three cups of tea in the future, corresponding to the three major tea drinking scenes:
The first scene is benchmarked against Starbucks to create a freshly made tea space.
The second scenario is benchmarked against Nestle, extending the ready-made and ready-to-sell scene to homes and offices, referring to capsule coffee machines, and capsule tea brewing machines may appear in the future.
The third scene is benchmarked against Coca-Cola, Oriental leaves, etc., making pre-made tea drinks,"Delicious and healthy".
In his view, the future of Bawang Chaji will only be a brand, laying omni-channel through multiple categories under the brand, and going global. Each scene drives the next scene."Value creation with three cups of tea".
When these three cups of tea are ready, and through different channels and methods, truly link the global consumer every day, at that time, the brilliant narrative of Chinese tea will not stop at the capital market.
Some people say that this year is Chinese tea"Normandy moment".
The enthusiasm of the capital market is actually a vote for the upgrading of China's consumer industry- Mixue Bingcheng proves the global competitiveness of China's supply chain, and Bawang Chaji verifies the possibility of cultural premium.
But the real brilliance of tea is not in the market capitalization figures, but in the birth of a global brand that defines the industry standard like "McCanstar".
As Zhang Junjie said:"Delivered annually150亿杯现代茶”，这场始于资本的故事，终将回归产业的本质：用一杯茶，让世界重新认识中国。