冰雪时光6.6亿产业园开园，咖啡茶饮供应链为何接连“押注”山东？Ice and Snow Time 660 million industrial park opens, why is the coffee and tea supply chain continuously "betting" on Shandong?
日前，济南本土茶饮品牌冰雪时光位于德州齐河经济开发区的全球产业园正式开园，三期总投资6.6亿元、年产能可达35万吨的自有供应链基地落地，成为近期茶饮行业加码山东产能的标志性事件。
记者注意到，今年以来，瑞幸咖啡30亿元青岛烘焙生产中心投产，结合此前雀巢在青岛的速溶咖啡工厂不断增资扩产，咖啡茶饮供应链开始逐步“押注山东”，在改写华东饮品产业版图的同时，山东物流、港口、政策叠加形成的产业吸引力也在不断加强。
本土茶饮重仓齐河，自建供应链支撑全球化扩张
8月10日，冰雪时光齐河产业园开园仪式落地，这座占地近百亩、建筑面积7万平方米的综合基地，集自动化生产车间、联合研发实验室、冰雪商学院、十万平方米智能仓储于一体，成为品牌供应链战略的核心载体。
选址逻辑上，齐河紧邻济南都市圈，坐拥多条高速干线，可辐射山东全省、京津冀、苏北市场，依托“中心仓+区域分仓+协仓”模式，山东区域分仓到门店最快4小时完成配送，是品牌选择落地的核心原因之一。
依托新产能，冰雪时光同步启动全球8.0门店升级计划，目前品牌全球签约门店突破5000家，覆盖17个国家，海外门店超2000家。
品牌负责人表示，齐河工厂物料直发全国分仓和青岛港口，能够同步供应国内与海外市场。此外，其交通密集度居全国县级城市前列，也为冰雪时光的供应链运转提供了天然的效率底座。
冰雪时光是从山东走出的茶饮品牌，海外拓店速度逐年加快。今年3月初，冰雪时光母公司获批在香港设立冰雪国际有限公司，据悉，该项目已是三年内第二次获批。
瑞幸30亿落子青岛，两大供应链高地加速形成
除冰雪时光齐河产业园外，今年上半年，国内连锁咖啡行业龙头瑞幸咖啡创新生产中心在青岛城阳区正式开工投产。
这一总投资约30亿元，年烘焙产能超5.5万吨、占地超100亩的超级工厂，成为中国咖啡行业迄今为止最大的一笔单笔投资。
项目选址核心逻辑是依托青岛前湾港临港区位，距离港口直线不足8公里，埃塞俄比亚、巴西、哥伦比亚等产地生豆可海运直达、保税仓储、就地加工，构建“前港后厂、保税加工、辐射全国”模式。
对于选址青岛，瑞幸咖啡联合创始人、首席执行官郭谨一表示，青岛的港口物流、保税加工、多式联运具备显著优势，能够为瑞幸构建“前港后厂、保税加工、辐射全球”布局提供有力支撑。
除了是世界级大港，青岛港也是全国第三大咖啡生豆进口港、北方最大的咖啡生豆进口口岸。随着青岛工厂投产，瑞幸将形成青岛、福建屏南、江苏昆山、在建厦门基地四地协同烘焙矩阵，总产能突破15.5万吨，覆盖全国超3万家门店原料供给。
值得一提的是，同样在今年4月，全球最大单体速溶咖啡生产项目山东优然咖啡在滨州投产，一期项目每年可为市场提供50亿杯速溶咖啡，加之雀巢大中华区唯一的速溶咖啡工厂在青岛不断增资扩产。
随着两大供应链加速形成，山东正快速从“旁观者”迅速转成“参与者”。
为何是山东？
一系列加码落子背后，为什么是山东？
从综合竞争力看，山东是中国经济第三大省，也是农业大省和食品工业大省，具备成熟的产业工人和配套企业。而成熟的产业生态，为咖啡茶饮企业提供了从原料协同到包装材料的全方位配套，降低综合运营成本。
地理优势上，山东地处华东、华北交界，高速路网密度位居全国前列。齐河、济南可实现半日覆盖山东全域、一日直达京津冀核心城市；青岛港口承担饮品原料进口、成品出海双向功能，适配咖啡茶饮品牌“国内下沉拓店+海外出海”双线战略。
消费市场方面，山东常住人口规模居于全国前列，济南、青岛作为核心消费市场，县域下沉门店密度持续走高。就近建设生产、仓储基地，可缩短补货周期，减少终端门店安全库存，降低冷链仓储损耗。
政策方面同样利好。青岛将现代轻工、绿色食品纳入城市重点产业集群，瑞幸青岛工厂获评山东省绿色低碳高质量发展重点项目。
德州齐河针对食品加工、冷链物流企业，提供物流补贴、人才产学研等合作扶持，冰雪时光产业园落地配套山东大学、江南大学联合研发实验室。在山东，多地政府将饮品供应链作为可落地、可带动就业、可拉动物流配套的实体项目，主动释放招商利好。
依托港口、陆路双重物流优势叠加消费腹地优势，现阶段，山东正逐步成为头部饮品品牌全国供应链布局的必选节点。后续，伴随多个新建产能逐步达产，山东有望通过龙头项目带动，持续诞生更多饮品产业配套落地动作。
Recently, the local tea drink brand Ice and Snow Time in Jinan officially opened its global industrial park located in Qihe Economic Development Zone, Dezhou. The third phase of its self owned supply chain base with a total investment of 660 million yuan and an annual production capacity of up to 350000 tons has landed, becoming a landmark event for the tea drink industry to increase production capacity in Shandong recently.
The reporter noticed that since the beginning of this year, Luckin Coffee's 3 billion yuan Qingdao Baking Production Center has been put into operation. Combined with Nestle's continuous capital increase and expansion of its instant coffee factory in Qingdao, the coffee and tea beverage supply chain has gradually "bet on Shandong". While rewriting the map of the beverage industry in East China, the industrial attractiveness formed by the combination of logistics, ports, and policies in Shandong is also constantly strengthening.
Local tea beverage warehouse Qihe, self built supply chain to support global expansion
On August 10th, the opening ceremony of Ice and Snow Time Qihe Industrial Park landed. This comprehensive base covers an area of nearly 100 acres and has a construction area of 70000 square meters. It integrates automated production workshops, joint research and development laboratories, ice and snow business schools, and 100000 square meters of intelligent warehousing, becoming the core carrier of the brand's supply chain strategy.
In terms of site selection logic, Qihe is adjacent to the Jinan metropolitan area, with multiple high-speed arteries that can radiate to the markets of Shandong Province, Beijing Tianjin Hebei, and northern Jiangsu. Relying on the "central warehouse+regional sub warehouse+cooperative warehouse" model, the fastest delivery time from Shandong regional sub warehouse to stores is 4 hours, which is one of the core reasons for the brand's choice to land.
Relying on new production capacity, Ice and Snow Time has launched a global 8.0 store upgrade plan. Currently, the brand has signed contracts with over 5000 stores worldwide, covering 17 countries and over 2000 overseas stores.
The brand manager stated that the materials from Qihe factory are directly shipped to national warehouses and Qingdao port, which can supply both domestic and overseas markets simultaneously. In addition, its transportation density ranks among the top in county-level cities in China, providing a natural efficiency base for the operation of the supply chain during ice and snow time.
Ice and Snow Time is a tea beverage brand that originated from Shandong, and the speed of expanding overseas stores has been accelerating year by year. In early March this year, the parent company of Ice and Snow Time was approved to establish Ice and Snow International Limited in Hong Kong. It is reported that this project has been approved for the second time in three years.
Luckin Coffee's 3 billion yuan settlement in Qingdao accelerates the formation of two major supply chain highlands
In addition to the Ice and Snow Time Qihe Industrial Park, in the first half of this year, the domestic chain coffee industry leader Luckin Coffee Innovation Production Center officially started production in Chengyang District, Qingdao.
This super factory with a total investment of about 3 billion yuan, an annual roasting capacity of over 55000 tons, and an area of over 100 acres has become the largest single investment in China's coffee industry so far.
The core logic of project site selection is to rely on the port area of Qingdao Qianwan Port, which is less than 8 kilometers away from the port in a straight line. Peas from production areas such as Ethiopia, Brazil, and Colombia can be shipped directly by sea, stored in bonded warehouses, and processed on-site, building a "front port, back factory, bonded processing, and radiating throughout the country" model.
Regarding the location of Qingdao, Guo Jinyi, co-founder and CEO of Luckin Coffee, stated that Qingdao's port logistics, bonded processing, and multimodal transportation have significant advantages, which can provide strong support for Luckin Coffee to build a "front port, back factory, bonded processing, and global radiation" layout.
In addition to being a world-class port, Qingdao Port is also the third largest import port for coffee beans in China and the largest import port for coffee beans in the north. With the commissioning of the Qingdao factory, Luckin Coffee will form a collaborative baking matrix consisting of four locations: Qingdao, Pingnan in Fujian, Kunshan in Jiangsu, and Xiamen base under construction. The total production capacity will exceed 155000 tons, covering the raw material supply for over 30000 stores nationwide.
It is worth mentioning that in April of this year, Shandong Youran Coffee, the world's largest single unit instant coffee production project, was put into operation in Binzhou. The first phase of the project can provide 5 billion cups of instant coffee to the market annually, and Nestle's only instant coffee factory in Greater China continues to increase capital and expand production in Qingdao.
With the accelerated formation of the two major supply chains, Shandong is rapidly transforming from a "bystander" to a "participant".
Why Shandong?
Why Shandong is behind a series of intensified measures?
From the perspective of comprehensive competitiveness, Shandong is the third largest province in China's economy, as well as a major agricultural and food industry province, with mature industrial workers and supporting enterprises. The mature industrial ecosystem provides coffee and tea beverage enterprises with comprehensive support from raw material collaboration to packaging materials, reducing overall operating costs.
Geographically, Shandong is located at the junction of East and North China, with a highway network density ranking among the top in the country. Qihe and Jinan can achieve half day coverage of the entire Shandong region and one-day direct access to the core cities of Beijing Tianjin Hebei; Qingdao Port undertakes the dual functions of importing beverage raw materials and exporting finished products, adapting to the dual strategy of "domestic expansion and overseas expansion" of coffee and tea beverage brands.
In terms of consumer market, Shandong's permanent population ranks among the top in the country, with Jinan and Qingdao as core consumer markets, and the density of county-level stores continues to increase. Constructing production and warehousing bases nearby can shorten the replenishment cycle, reduce safety stock in terminal stores, and lower cold chain storage losses.
The policy is equally favorable. Qingdao has incorporated modern light industry and green food into its key industrial clusters, and Luckin Qingdao factory has been awarded as a key project for green, low-carbon, and high-quality development in Shandong Province.
Dezhou Qihe provides logistics subsidies, talent, industry, and research cooperation support for food processing and cold chain logistics enterprises. The Ice and Snow Time Industrial Park has been established to support the joint research and development laboratory of Shandong University and Jiangnan University. In Shandong, many local governments have regarded the beverage supply chain as a tangible project that can be implemented, drive employment, and provide logistics support, actively releasing favorable investment opportunities.
Relying on the dual logistics advantages of ports and land routes combined with the advantage of consumer hinterland, Shandong is gradually becoming a necessary node for the national supply chain layout of top beverage brands. In the future, with multiple newly built production capacities gradually reaching capacity, Shandong is expected to continue to produce more supporting actions for the beverage industry through leading projects.
Source: Mount Taishan Finance
来源：泰山财经