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柠檬茶品牌“林里LINLEE”获数千万融资 前海方舟基金为独家投资方

亿邦动力 2026-01-21 14:58
亿邦动力 2026/01/21 14:58

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林里LINLEE获得数千万融资,推动品牌快速扩张。

1.融资详情:A轮融资由前海方舟基金独家投资,用于品牌建设、供应链升级及组织升级,这是继2021年天使轮后的第二次融资。

2.门店与业绩:品牌门店突破1900家,覆盖全国31个省、200多城,2025年全年GMV达27亿元,显示强劲增长。

3.产品销量:核心产品如招牌手打柠檬茶年销2000万杯,鸭屎香和黄皮柠檬茶各销1200万杯,均采用大单品模式。

4.情感连接:通过赠送1.1亿只小黄鸭建立用户情感认可,并推出IP“林里鸭”,计划构建“鸭鸭宇宙”强化差异化。

品牌营销与产品研发策略突出情感连接和差异化优势。

1.品牌营销:融资用于品牌建设,标志性周边“小黄鸭”助建立深厚情感连接,2025年送出超1.1亿只,并系统化推出IP“林里鸭”进行多元化运营。

2.产品研发:采用大单品模式,三大核心产品年销量显著,产品设计注重消费者情感认可而非单纯利润追求。

3.消费趋势:柠檬茶赛道连锁化率仅10%,远低于奶茶的30%-40%,显示市场未饱和,品牌聚焦国内增长机会。

4.用户行为:创始人强调打磨门店模型与提升复购率,反映对用户粘性的重视。

融资带来供应链升级机会和国内市场增长潜力。

1.政策解读:本轮融资重点用于供应链升级和组织升级,提供实践参考。

2.增长市场:柠檬茶连锁化率仅10%,对比奶茶高出空间,品牌聚焦国内市场非出海,凸显增长机会。

3.事件应对:创始人王敬源认为未来将进入供应链竞争阶段,2017年转型柠檬茶后,近年打磨门店模型提升复购率。

4.机会提示:门店扩张至1900家覆盖全国,供应链合作果园3万亩,年收果2万吨,冷链覆盖80城,时效24小时,提供合作启示。

供应链建设提供产品生产和数字化机会。

1.产品生产需求:品牌合作香水柠檬果园3万亩,年收果量约2万吨,自建大型柠檬分拣中心日均产能40吨,显示大规模原料需求。

2.商业机会:融资用于供应链升级,冷链网络覆盖80多城核心城市24小时到货,工厂可参与供应链优化或技术合作。

3.推进数字化:自建分拣中心和高效冷链系统体现电商数字化启示,日均产能40吨凸显自动化潜力。

4.机会拓展:品牌门店超1900家,GMV达27亿,提供下游渠道合作机会。

行业趋势和供应链技术揭示客户痛点解决方案。

1.行业趋势:茶饮行业正冲刺IPO或出海,但林里LINLEE聚焦国内,反映差异化需求。

2.新技术:自建柠檬分拣中心日均产能40吨,冷链覆盖80城24小时到货,展示高效物流技术。

3.客户痛点:创始人强调供应链未来竞争,冷链时效小于24小时解决配送效率痛点。

4.解决方案:品牌通过自建供应链应对原料短缺风险,果园合作和分拣系统可转化为服务模型。

品牌增长需求平台支持和运营管理优化。

1.商业需求:门店扩张至1900家覆盖31省200城,融资用于供应链升级,凸显平台招商和合作机会。

2.平台最新做法:暂无直接内容,但品牌聚焦国内市场规避出海风险,提供平台风向管理启示。

3.运营管理:供应链冷链覆盖广,时效24小时,提升门店运营效率,可借鉴于平台物流体系。

4.招商机会:品牌GMV达27亿且产品年销量高,显示强吸客能力,平台可探索联营或入驻。

融资事件揭示产业动向和创新商业模式。

1.产业新动向:获得A轮融资推动品牌建设,门店超1900家GMV27亿,反映茶饮赛道融资活跃。

2.新问题:柠檬茶连锁化率仅10%远低奶茶,显示市场空白和竞争未饱和,需政策支持产业升级。

3.商业模式:大单品模式结合情感IP“林里鸭”,通过小黄鸭送出1.1亿只构建“鸭鸭宇宙”,实现差异化。

4.政策启示:创始人前瞻供应链竞争,自建分拣中心和冷链,建议政策鼓励供应链投资以应对未来挑战。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

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Quick Summary

LINLEE secures tens of millions in funding to fuel rapid brand expansion.

1. Funding details: The Series A round was exclusively invested by Qianhai Fangzhou Fund, earmarked for brand building, supply chain upgrades, and organizational enhancement. This marks the second funding round following the 2021 angel round.

2. Store performance: The brand has surpassed 1,900 stores nationwide, covering 31 provinces and over 200 cities. Full-year 2025 GMV reached 2.7 billion yuan, demonstrating robust growth.

3. Product sales: Core products like the signature hand-beaten lemon tea sold 20 million cups annually, while Duck Shit Xiang and Huangpi lemon teas each sold 12 million cups, all adopting a blockbuster product strategy.

4. Emotional connection: The brand has distributed over 110 million rubber ducks to build user affinity and launched the IP "LINLEE Duck," with plans to develop a "Duck Universe" to strengthen differentiation.

Brand marketing and product R&D strategies emphasize emotional connection and differentiation.

1. Brand marketing: Funding is allocated to brand building, with the iconic rubber duck helping establish deep emotional bonds—over 110 million distributed in 2025. The systematic rollout of the "LINLEE Duck" IP enables diversified operations.

2. Product R&D: A blockbuster product model drives significant annual sales for three core items. Product design prioritizes consumer emotional resonance over pure profit pursuit.

3. Market trends: The lemon tea segment’s chainization rate is only 10%, far below bubble tea’s 30%-40%, indicating an unsaturated market. The brand focuses on domestic growth opportunities.

4. User behavior: The founder emphasizes refining store models and boosting repurchase rates, reflecting a focus on user loyalty.

Funding unlocks supply chain upgrade opportunities and domestic market growth potential.

1. Policy insights: This round prioritizes supply chain and organizational upgrades, offering practical references.

2. Growth market: Lemon tea’s 10% chainization rate vs. bubble tea’s higher rate highlights expansion space. The brand’s domestic focus (not overseas) underscores growth potential.

3. Strategic response: Founder Wang Jingyuan anticipates future supply chain competition. Since pivoting to lemon tea in 2017, recent efforts have refined store models to improve repurchase rates.

4. Collaboration cues: With 1,900 stores nationwide, supply chain partnerships span 30,000 acres of orchards, 20,000 tons of annual fruit procurement, and cold chain coverage reaching 80 cities within 24 hours, offering partnership insights.

Supply chain development presents production and digitalization opportunities.

1. Production demand: The brand collaborates with 30,000 acres of lemon orchards, sourcing ~20,000 tons annually. Its self-built sorting center handles 40 tons daily, indicating large-scale raw material needs.

2. Business opportunities: Funding targets supply chain upgrades, including a 24-hour cold chain network covering 80+ cities, opening avenues for factory participation in optimization or tech collaboration.

3. Digitalization push: Self-built sorting centers and efficient cold chains reflect e-commerce digitalization trends. Daily 40-ton capacity highlights automation potential.

4. Expansion avenues: Over 1,900 stores and 2.7 billion yuan GMV create downstream channel partnership opportunities.

Industry trends and supply chain tech reveal client pain points and solutions.

1. Industry trends: While beverage chains pursue IPOs or overseas expansion, LINLEE’s domestic focus reflects differentiated needs.

2. New tech: The self-built lemon sorting center processes 40 tons daily, with a 24-hour cold chain spanning 80 cities, showcasing high-efficiency logistics.

3. Client pain points: The founder emphasizes future supply chain competition. Sub-24-hour cold chain delivery addresses distribution efficiency challenges.

4. Solutions: The brand mitigates raw material shortages via self-built supply chains. Orcharding partnerships and sorting systems can be adapted into service models.

Brand growth demands platform support and operational optimization.

1. Business needs: Expansion to 1,900 stores across 31 provinces and 200 cities, plus supply chain upgrades, highlights platform partnership and recruitment opportunities.

2. Platform strategies: While no direct content exists, the brand’s domestic focus (avoiding overseas risks) offers insights into platform trend management.

3. Operations: The extensive 24-hour cold chain enhances store efficiency, providing lessons for platform logistics systems.

4. Recruitment potential: With 2.7 billion yuan GMV and high product sales, the brand’s strong customer appeal invites platform collaborations or store integrations.

Funding event reveals industry shifts and innovative business models.

1. Industry trends: Series A funding fuels brand development, with 1,900+ stores and 2.7 billion yuan GMV reflecting active investment in the tea beverage sector.

2. Emerging issues: Lemon tea’s 10% chainization rate (vs. bubble tea’s higher rate) indicates market gaps and unsaturated competition, necessitating policy support for industrial upgrades.

3. Business model: The blockbuster product strategy combines with the emotional IP "LINLEE Duck"—110 million rubber ducks distributed to build a "Duck Universe" for differentiation.

4. Policy implications: The founder’s foresight on supply chain competition, evidenced by self-built sorting centers and cold chains, suggests policies should incentivize supply chain investments to address future challenges.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】日前,柠檬茶品牌“林里LINLEE”宣布完成了数千万A轮融资,前海方舟基金为独家投资方,本轮资金主要用于品牌建设,供应链升级及组织升级。

林里LINLEE创立于2012年,前身为广东湛江一家名为“鄰里”的奶茶店。经历闭店与品牌重塑后,团队于2017年起聚焦柠檬茶品类,并逐步发展为国内柠檬茶领域的领先品牌。截至目前,品牌门店总数已突破1900家,覆盖全国31个省份、200多个城市,2025年全年GMV达27亿元。

本次融资是林里LINLEE继2021年获得三七互娱数千万天使轮投资后的又一次融资。而品牌现用名“LINLEE”也正是在这一年正式启用的。后续又新增了中文名字“林里”。

产品方面,林里LINLEE采用大单品模式。据官方数据,招牌手打柠檬茶、单丛鸭屎香手打柠檬茶、黄皮柠檬茶三大核心产品年销量分别达2000万杯、1200万杯和1200万杯。

值得关注的是,品牌凭借标志性周边产品“小黄鸭”与消费者建立了深厚的情感连接。2025年全年,品牌累计送出小黄鸭超1.1亿只。创始人王敬源表示:“产品除了追求利润,更应获得情感认可。”基于此,品牌近期正式推出系统化IP“林里鸭”,并计划围绕其开展多元化运营,构建“鸭鸭宇宙”,强化品牌在情绪消费领域的差异化优势。

近两年,茶饮行业纷纷冲刺IPO或加速出海布局。创始人王敬源表示,公司当前重心仍聚焦于国内市场。他认为,相比奶茶品类30%-40%的连锁化率,柠檬茶赛道连锁化率仅约10%,远未进入存量竞争阶段。“过去一年,我们主要精力在于打磨门店模型与提升复购率。”

王敬源提到,早在2023年,他就认为“柠檬茶5年后将进入拼供应链的时代”。为此,林里LINLEE近年来持续加强供应链建设,已合作香水柠檬果园3万亩,年收果量约2万吨,并自建大型柠檬分拣中心,日均产能达40吨。其冷链网络覆盖全国80多个城市,核心城市到货时效小于24小时。

亿邦持续追踪报道该情报,如想了解更多与本文相关信息,请扫码关注作者微信。

文章来源:亿邦动力

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