Abstract: Fixation and strip-shaping machines have been widely used to process the tea leaves in the tea industry. It is often required for the sufficient fixation at the upper part of the U-shaped trough, temperature uniformity, strip-forming rate, and strip quality during the fixation and strip-shaping. In this study, an upper-heating continuous fixation and strip-shaping machine was designed to improve the effect of the fixation process. An upper heating unit was also introduced into the fixation section of the U-shaped trough. A temperature field simulation was performed on the fixation section of the trough. A series of tests was then conducted to verify the simulation. The heating unit was regulated to significantly enhance the temperature uniformity of the trough. Meanwhile, the dynamic analysis was conducted on the strip-shaping movement of tea leaves in the trough. A tea-leaf-trough coupled dynamic model was established to reveal the movement and forming mechanism of the tea leaves during strip-shaping. A systematic investigation was made to explore the influence of the movement features and force distribution of tea leaves on tea forming under different stages. Initially, the influencing factors on the strip-shaping quality were determined, including the trough width, trough depth, feed quantity, and crank rotation speed. Furthermore, a strip-shaping model was established to simulate the entire process of tea leaves in the EDEM discrete element simulation software. A single-factor test was conducted to optimize the key influencing factors. The dynamic curves of average velocity and average force of tea particles with time during strip-shaping were obtained after simulation. Finally, trough width, feed quantity, and crank rotation speed were determined to regulate the strip-shaping quality. A three-factor three-level quadratic rotational orthogonal test was adopted to verify the optimal matching of key process parameters. Fresh leaves were selected as the test material from the Dushan small-leaf tea tree, a special raw material for making Lu'an Guapian tea. The key factors were taken as the test variables, while the strip-forming rate and sensory score were the evaluation indicators. Design Expert 13.0 statistical analysis software was used to conduct regression analysis and significance experiments on the test data. The iterative optimization was also performed on the upper heating test group. The optimal combination of the parameters was finally obtained: crank rotation speed 198 r/min, trough width 90 mm, and feed quantity 80 kg/h. The best effect of fixation and strip-shaping was achieved under the condition of these optimal parameters. A verification test was conducted using the test prototype. The strip-forming rate and sensory score reached 89.62% and 90.67 points, respectively. The relative error between the actual measured and the predicted values after optimization was within 5%, indicating the high accuracy and reliability of the parameter optimization. The fixation and strip-shaping machines can be expected for structural and parameter optimization. The findings can provide an important theoretical and practical reference for the structural design and parameter optimization of fixation and strip-shaping machines.