今天分享的是：2025年中国消费市场趋势洞察报告v1.0 报告共计：67页 中国消费市场新趋势：从"品牌定义"到"用户任务"，藏在生活里的消费革命 当泡泡玛特的盲盒成为Z世代交换的社交暗号，瑞幸与茅台的联名咖啡走进写字楼和社区便利店，拼多多的拼团模式让县域消费 者以实惠价格买到品质好物——当下的中国消费市场，早已不是"新旧消费"的简单标签能概括的。近日《2025年中国消费市场 趋势洞察报告》透过数据与案例指出，新消费的崛起本质上是一场"用户任务革命"：消费者不再被动接受品牌灌输的需求，而 是像"雇主"一样，用钱包投票选择能解决自己生活、情感与社交需求的产品或服务，消费市场正朝着更平等、更智慧、更有人 性温度的方向演进。 新消费的核心，从来不是"新品牌"的噱头，而是"解决用户任务"的能力。报告中反复强调，成功的消费创新，都源于对用户"真 实任务"的深度解码——这里的"任务"并非指具体工作，而是消费者在特定场景下需要完成的功能、情感与社交需求。比如泡泡 玛特的盲盒，核心不是潮玩本身，而是解决了Z世代"获得圈层认同"的社交任务与"收藏惊喜感"的情感任务，这也是其Z世代用 户占比达78%、2024年营收突破130.4 ...

Group 1 - The core brand slogan of Luckin Coffee is "Drink from the Origin," emphasizing the company's focus on strengthening its upstream supply chain for core products [1] - Luckin Coffee has established a global sourcing network for high-quality raw materials, including Arabica coffee beans, coconuts, and jasmine flowers, with origins in Brazil, Ethiopia, Indonesia, and Guangxi [1][2] - The company initiated a "Global Bean Sourcing Program" in 2023 to ensure the quality of coffee beans by visiting major coffee-producing regions [1] Group 2 - In March 2025, Luckin Coffee plans to procure approximately 1 million tons of high-standard Indonesian coconuts over the next five years to support its popular coconut latte series [2] - Luckin Coffee's procurement of Brazilian coffee beans accounts for 60% of Brazil's total coffee exports to China, indicating a significant market presence [2] - The company has launched the "Drink from the Origin Festival" on September 1, featuring a product lineup that includes new offerings like Akesu Apple Latte and popular drinks such as Coconut Latte and Yirgacheffe Americano [3]

Core Insights - Luckin Coffee has launched the "Drink Original Origin Festival," introducing a product matrix focused on original origin ingredients, including new offerings like Aksu Apple Latte and popular drinks such as Coconut Latte and Yirgacheffe Americano [1] - The brand slogan "Drink Original Origin" reflects Luckin's strategy to strengthen its upstream supply chain for core products, establishing a global network of original origin sources [1] Group 1 - Luckin Coffee has developed original origin clusters in Brazil and Ethiopia for coffee, Indonesia for coconuts, and Guangxi for jasmine flowers, securing high-quality raw materials like Arabica coffee beans and coconuts [1][2] - The company initiated a "Global Bean Sourcing Program" in 2023 to ensure the quality of coffee beans by visiting key coffee-producing regions, including Panama, Ethiopia, Indonesia, Yunnan in China, and Brazil [1] - In May 2023, Luckin established an office in Ethiopia, and by November 2024, it signed a five-year memorandum for the procurement of 240,000 tons of coffee beans in Brazil, along with setting up local offices and support centers [1] Group 2 - In non-coffee raw material sourcing, Luckin plans to procure approximately 1 million tons of high-standard Indonesian coconuts over the next five years, enhancing its Coconut Latte product line [2] - The company has created a dedicated jasmine flower production area in Guangxi, overseeing the quality control of jasmine tea from cultivation to harvesting [2] - Luckin's coffee bean procurement from Brazil accounts for 60% of Brazil's total coffee exports to China, and it is a major consumer of lemons from Anju, Sichuan, leading the industry in consumption scale [2]

在非咖啡类的原料产地布局方面，2025年3月，瑞幸携手合作伙伴在印尼"包下"邦盖群岛，计划未来5年采购约100万吨高标准印尼椰子，为常青爆款生椰拿 铁系列产品锁定优质椰源。瑞幸咖啡联合合作伙伴还在当地成立种植者支持中心，为农户提供种苗、化肥等生产资料，支持科学育苗与培育、扩大种植面积 等，践行"取之于岛，用之于岛"的理念，通过技术支持和社区共建，实现产业投资与民生改善的良性循环，推动当地可持续发展。 导语：中国现制饮品行业已进入"供应链定未来"的阶段，优质原料成为提升产品品质的关键，原产地建设成为企业赢得竞争优势的关键战略支点。 【环球网消费综合报道】9月1日，瑞幸开启"就喝原产地节"，推出主打原产地的产品矩阵，包括新品阿克苏苹果拿铁，以及深受消费者欢迎的生椰拿铁、耶 加雪菲美式、茉莉花香拿铁、轻咖柠檬茶、琯溪蜜柚拿铁等现制饮品。同时，演员汤唯作为"瑞幸咖啡全球原产地倡导人"回归，以"老朋友、新身份"引发一 波回忆杀，也让瑞幸的全球原产地集群和上游供应链布局引发行业关注。 "要喝就喝原产地"是瑞幸近年提出的品牌口号，为此，瑞幸不断加强各核心产品的上游供应链布局，凭借高品质原料和口味持续赢得消费者青睐。截至目 ...

9月1日，瑞幸开启"就喝原产地节"，推出主打原产地的产品矩阵，包括新品阿克苏苹果拿铁，以及生椰 拿铁、耶加雪菲美式、茉莉花香拿铁、轻咖柠檬茶、琯溪蜜柚拿铁等现制饮品。同时，演员汤唯作 为"瑞幸咖啡全球原产地倡导人"回归。 截至目前，瑞幸已构建巴西及埃塞俄比亚咖啡原产地、印尼专属生椰岛、广西横州茉莉花专属产区等覆 盖全球多地的原产地，原产地集群初具规模。2023年起，瑞幸开启了"全球寻豆计划"，先后走访了巴拿 马、埃塞俄比亚、印度尼西亚、中国云南和巴西等地。同年5月，瑞幸在埃塞俄比亚设立办公室。2024 年11月，瑞幸在巴西签署了为期5年、总量24万吨的咖啡豆采购备忘录，还在当地同步设立巴西办公 室、种植者支持中心和高品质种植基地。 值得一提的是，瑞幸已启动"瑞幸咖啡云南咖农扶持计划"、"巴西中小咖农扶持计划"，为中小咖农提供 可持续农场知识与技术支持。瑞幸还支持中国红十字基金会组织的"天使之旅"新疆先心病患儿筛查及救 助工作，帮助阿克苏先心病患儿在京完成手术治疗。 责任编辑：杨赐 在非咖啡类的原料产地布局方面，2025年3月，瑞幸携手合作伙伴在印尼"包下"邦盖群岛，计划未来5年 采购约100万吨高标准印尼椰子 ...

据悉，今年全国工商联组织开展第27次上规模民营企业调研，共有6379家2024年营业收入10亿元以上的企业参加，其中营业收入前500位的企 业为"2025中国民营企业500强"。 此次民营企业500强入围门槛增至270.23亿元；营业收入总额达到43.05万亿元；净利润合计1.80万亿元；研发费用总额1.13万亿元，研发人员总 数115.17万人，平均研发经费投入强度2.77%；纳税总额达1.27万亿元，纳税额超过10亿元的企业有240家，占500强比例为48.00%。 新华社权威快报 "2025中国民营企业500强"发布 民营企业500强 270.23zz 入围门槛增至 43.05元亿元 营业收入总额达 1.80万亿元 净利润合计 1.27 万亿元 纳税总额达 8月28日，全国工商联在辽宁沈阳发布"2025中国民营企业500强"。结果显示，京东集团、阿里巴巴（中国）有限公司、恒力集团有限公司位居 前三。瑞幸首次进入中国民企500强，排名387名。 | | 权威数读 | | | | --- | --- | --- | --- | | 370 | 合肥维天运通信息科技股份有限公司 | 安徽省 | 3599039 ...

原标题：2025中国民企500强榜单出炉，瑞幸咖啡首次上榜 据了解，此次民营企业500强入围门槛增至270.23亿元；营业收入总额达到43.05万亿元；净利润合 计1.80万亿元；研发费用总额1.13万亿元，研发人员总数115.17万人，平均研发经费投入强度2.77%；纳 税总额达1.27万亿元，纳税额超过10亿元的企业有240家，占500强比例为48.00%。 此次福建共20家企业上榜，其中厦门2家。瑞幸咖啡以2024年全年总净收入344.75亿元人民币登 榜，位列榜单第387位。最新财报数据显示，瑞幸咖啡2025年上半年总净收入达212.24亿元人民币，门 店总数截至2025年第二季度末已达26206家。 8月28日，全国工商联在辽宁沈阳发布"2025中国民营企业500强"。结果显示，京东集团、阿里巴巴 （中国）有限公司、恒力集团有限公司位居前三。 ...

日前，全国工商联在辽宁沈阳发布"2025中国民营企业500强"。结果显示，京东集团、阿里巴巴（中 国）有限公司、恒力集团有限公司位居前三。据了解，此次民营企业500强入围门槛增至270.23亿元； 营业收入总额达到43.05万亿元；净利润合计1.80万亿元；研发费用总额1.13万亿元，研发人员总数 115.17万人，平均研发经费投入强度2.77%；纳税总额达1.27万亿元，纳税额超过10亿元的企业有240 家，占500强比例为48.00%。 今年全国工商联组织开展第27次上规模民营企业调研，共有6379家。2024年营业收入10亿元以上的企业 参加，其中营业收入前500位的企业为"2025中国民营企业500强"。福建20家企业上榜，其中厦门2家， 瑞幸咖啡首次上榜。（张奥） | 序号 | 企业名称 | | --- | --- | | 17 | 宁德时代新能源科技股份有限公司 | | 77 | 福建大东海实业集团有限公司 | | 91 | 中景石化集团有限公司 | | ਰੇਤੇ | 恒申控股集团有限公司 | | ਰੇਰੇ | 永荣控股集团有限公司 | | 150 | 安踏体育用品集团有限公司 | | 156 | ...

Core Insights - Companies are increasingly relying on overseas markets for growth, with many reporting significant revenue increases from international operations [2][12][15] - The trend of globalization among Chinese companies is just beginning, with many exploring new markets and expanding their global presence [2][16] Internet Sector - Tencent reported a 15% year-on-year revenue growth to RMB 1,845 billion in Q2 2025, with international game revenue increasing by 35% [3] - Baidu's total revenue reached RMB 327 billion in Q2, with core revenue growing by 35% [9] E-commerce and Logistics - JD's Q2 2025 net revenue was RMB 3,567 billion, a 22.4% increase, but net profit decreased to RMB 62 billion from RMB 126 billion [4] - JD Logistics achieved a net revenue of RMB 515.6 billion in Q2, growing 16.6% [5] - Meituan's Q2 revenue was RMB 918 billion, an 11.7% increase, but adjusted net profit fell by 89% [7] Consumer Brands - Luckin Coffee's Q2 revenue was RMB 123.59 billion, up 47.1%, with a significant increase in store openings [10] - Pop Mart reported a 204.4% revenue growth in H1 2025, reaching RMB 138.763 billion, with strong performance in overseas markets [12] - Miniso's total revenue for H1 2025 was RMB 93.9 billion, a 21.1% increase, driven by growth in both domestic and international markets [13] New Energy and Automotive - CATL's H1 2025 revenue was RMB 1,788.86 billion, with overseas revenue accounting for 34.22% [16] - Geely's total revenue reached RMB 1,503 billion in H1 2025, with a 27% increase, and a significant rise in core profit [19][20] Summary of Overseas Expansion - Companies like JD and Pop Mart are expanding their overseas operations, with JD establishing warehouses in multiple countries and Pop Mart planning to open more stores globally [5][12] - The trend of increasing overseas revenue is evident across various sectors, indicating a shift towards a more globalized business model [2][18]

Core Insights - Recent financial reports from various companies indicate that overseas business has become a key driver of growth across multiple industries, with many firms experiencing significant revenue increases from international operations [2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20]. Group 1: Company Performance - Pop Mart reported its best-ever performance with revenue expected to exceed 30 billion RMB for the year, driven by a 204.4% increase in H1 revenue to 13.8763 billion RMB [2][13]. - Tencent's Q2 revenue grew by 15% to 184.5 billion RMB, with international game revenue increasing by 35% [3]. - JD's Q2 net revenue reached 356.7 billion RMB, a 22.4% year-on-year increase, although net profit decreased to 6.2 billion RMB [4]. - Kuaishou's Q2 revenue grew by 13.1% to 35 billion RMB, with overseas revenue increasing by 20.5% [9]. - Baidu's total revenue for Q2 was 32.7 billion RMB, with core revenue of 26.3 billion RMB, marking a 35% increase [10]. Group 2: International Expansion - JD Logistics expanded its overseas warehouse network, operating over 130 warehouses across 23 countries, enhancing its global supply chain capabilities [5]. - Luckin Coffee opened 2 new stores in New York as part of its international strategy, with total revenue for Q2 reaching 12.359 billion RMB, a 47.1% increase [11]. - Xiaomi's revenue for Q2 was 116 billion RMB, with 31.6% coming from international markets, primarily Europe and India [12]. - Miniso's overseas revenue grew by 29.4% to 3.534 billion RMB, with a total of 3,307 stores globally [14][15]. - Mx Ice City has established over 53,000 stores globally, with 4,733 located overseas, achieving a 39.3% revenue growth [16]. Group 3: Industry Trends - The trend of companies diversifying their revenue streams through international markets is evident, with many firms reporting double-digit growth in overseas sales [2][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20]. - The solar energy sector, despite facing challenges, has seen some leaders like CATL report a 34.22% increase in overseas revenue [17]. - The automotive industry, represented by Geely, reported a 27% increase in total revenue, with a focus on expanding its global market presence [19][20].