人民财讯11月13日电，针对近期瑞幸咖啡联合创始人兼CEO郭谨一在2025年厦门企业家日大会上的表态 ——将在厦门市委市政府的指导下，正积极推动重回美国主板上市进程。瑞幸咖啡方面回应证券时报记 者称：瑞幸咖啡会持续关注美国资本市场，但公司目前对于重返主板上市没有确定的时间表，我们现阶 段的首要任务仍是践行公司的业务战略、聚焦发展。 ...

据彭博社消息，瑞幸咖啡的大股东大钲资本（Centurium Capital）正在考虑收购来自英国的连锁咖啡品牌Costa Coffee。 知情人士称，目前尚不清楚大钲资本会选择独立提出要约，还是通过瑞幸咖啡参与竞购。[1] 可如今，可口可乐正考虑将其出售。 知情人士还表示，英国私募股权公司TDR Capital和贝恩资本也在考虑竞购Costa Coffee。据透露，下一轮报价预计将在未来几周内出现。一些 竞购者 对 Costa Coffee的估值可能达到10亿英镑（13亿美元）或更高。[1] 可口可乐花39亿英镑收购的成熟品牌，或被"低价"收购？ Costa Coffee 的故事始于1971年，当时 Sergio和 Bruno兄弟以意式拼配咖啡颠覆了伦敦的咖啡市场。 大钲资本、瑞幸咖啡Logo，图片来源：大钲资本、瑞幸咖啡 Costa Coffee目前的持有者为可口可乐公司。2018年8月31日，可口可乐公司宣布达成最终协议，以39亿英镑（51亿美元）的价格从英国酒店餐饮集团 Whitbread手中收购了Costa Coffee。 Costa Coffee、可口可乐产品，图片来源：Forbes 此举在当时被视 ...

11月11日有市场消息称，瑞幸咖啡大股东大钲资本，考虑竞购英国咖啡连锁品牌Costa Coffee。 （文章来源：21世纪经济报道） ...

Group 1 - Luckin Coffee is actively working towards relisting on the US main board, which is seen as a significant event with international influence [1][7] - The company has not set a specific timeline for the relisting, focusing instead on executing its business strategy and development [2] - Luckin Coffee's past included a successful IPO on NASDAQ in May 2019, followed by a financial scandal that led to its delisting in June 2020 [3][4] Group 2 - The company has undergone significant changes, including a complete exit of the original shareholders and management team, and the establishment of a new management team under Dazhong Capital [5] - Luckin Coffee reported a revenue increase of 47.1% year-on-year to 12.36 billion yuan and a net profit increase of 43.6% to 1.25 billion yuan in the second quarter [5][6] - The total number of Luckin Coffee stores reached 26,206, with ongoing expansion into overseas markets [5] Group 3 - The company's performance indicates that a relisting on the main board would attract market interest [6] - Luckin Coffee's association with Xiamen highlights its confidence in returning to the US main board [7]

#近日食品新鲜事# 【#瑞幸拟重回美国上市# 】瑞幸咖啡，上市大消息！#瑞幸二季度净收入123.59亿# 据厦门市工商联视频号11月3日消息，在2025年厦门企业家日大会上，瑞幸咖啡联合创始人、首席执行 官郭谨一表示，"我们在市委市政府的指导下，正积极推动重回美国主板上市进程"。据智通财经，瑞幸 咖啡回应："会持续关注美国资本市场，但公司目前对于重返主板上市没有确定的时间表，我们现阶段 的首要任务仍是践行公司的业务战略、聚焦发展。"说到瑞幸咖啡，不得不提到2020年的那场财务欺诈 风波。此事曾引发美国证券市场监管机构的关注，最终瑞幸咖啡被处以1.8亿美元的罚款，并导致其前 任领导团队离职。2020年6月，瑞幸从纳斯达克退市。然而瑞幸咖啡克服了此次事件带来的负面声誉， 在后来逐步成为中国市占率领先的咖啡连锁企业。今年7月30日，瑞幸咖啡（OTC：LKNCY）公布2025 年第二季度财报。数据显示，2025年第二季度瑞幸咖啡总净收入为123.59亿元人民币，同比增长 47.1%。二季度GAAP营业利润同比增长61.8%，达17.00亿元人民币，营业利润率提升至13.8%，GMV 达141.79亿元人民币。（每日经 ...

Group 1: Market Overview - The U.S. House is set to end a historic government shutdown, leading to a four-day rise in the Dow Jones, which has reached a new high of 48,000 points, while tech stocks have declined again, with the Nasdaq and small-cap stocks lagging for the second consecutive day [1] - The S&P 500 index closed up 0.06%, while the Dow Jones increased by 0.68%, and the Nasdaq fell by 0.26%. The European STOXX 600 index rose by 0.71% [2] Group 2: Company Performance - Nvidia saw a slight increase of 0.33%, while Meta dropped nearly 3%, leading the decline among the tech giants. AMD surged by 9%, leading the S&P 500. Following earnings reports, Circle plummeted by 12%, while Cisco rose over 7% [3] - Foxconn (Hon Hai) reported a 17% year-on-year increase in net profit for Q3, exceeding expectations, with an 11% revenue growth, driven by strong demand for AI servers [5] Group 3: Industry Insights - OPEC has revised its global oil demand forecast, shifting from a "supply shortage" to a "supply surplus" for Q3, resulting in a 4% drop in oil prices [4] - The heavy truck market in China saw sales of 106,200 units in October, a 1% month-on-month increase and a 60% year-on-year increase, marking a seven-month consecutive growth trend [11] - Sulfuric acid prices have surged, currently at 773 RMB/ton, a 111% increase from January 21, 2023, and a 740% increase from May 26, 2023, attributed to a combination of cost pressures and supply-demand imbalances [11] - The PCB industry is expected to reach a global market size of $96.8 billion by 2025, with China contributing over 50% of the output, driven by technological upgrades and expanding applications in AI, 5G, and smart vehicles [13] Group 4: Strategic Developments - Samsung is in discussions with large overseas clients regarding supply volumes for next year and is considering a price increase of over 20% to 30% [6] - AI startup Anthropic plans to invest $50 billion in building data centers in the U.S. [7] - The China Securities Regulatory Commission emphasizes the need to prevent significant market fluctuations [8]

Group 1 - "AI talent" Luo Fuli announced her joining Xiaomi on November 12, stating her commitment to AGI research [3][4] - Luo Fuli previously worked at Alibaba's DAMO Academy and DeepSeek, where she developed multilingual pre-training models and participated in deep learning projects [4] - Xiaomi's founder Lei Jun reportedly offered a salary of tens of millions to recruit Luo Fuli for leading AI large model research [4] Group 2 - Xiaomi reported a total payment amount exceeding 29 billion yuan during the Double 11 shopping festival, expressing gratitude for customer support [10] - The company aims to enhance its competitive edge and international brand image through the issuance of H-shares and listing on the Hong Kong Stock Exchange [21] Group 3 - Tencent Music's third-quarter revenue reached 8.46 billion yuan, marking a year-on-year increase of 20.6%, with online music service revenue growing by 27.2% [28] - Xinhua Insurance reported a cumulative insurance premium income of 181.973 billion yuan from January to October, reflecting a 17% year-on-year growth [30] Group 4 - Ningde Times exported 120 GWh of lithium batteries in the first three quarters, accounting for nearly 60% of the national total [15] - The company announced the mass production of its fifth-generation lithium iron phosphate battery, achieving breakthroughs in energy density and cycle life [15][16]

Group 1 - Chery Automobile issued an apology after an incident during a vehicle challenge at Tianmen Mountain, where a vehicle slipped and damaged a guardrail due to a safety harness failure, but no injuries were reported [4][7] - Xiaomi has welcomed former DeepSeek researcher Luo Fuli, who will work on the company's first reasoning model, Xiaomi MiMo, aiming to advance towards AGI [4][7] - Luckin Coffee's CEO announced preparations for a relisting in the U.S. after recovering from a previous delisting due to financial misconduct, now surpassing Starbucks in China [4][9] Group 2 - ByteDance's Seed researcher Ren Zeyu was dismissed for leaking confidential information related to the GR-3 robotics project [4] - Vipshop is reportedly considering a Hong Kong listing as early as next year, with a current market value of approximately $7.8 billion [9] - Luckin Coffee's major shareholder, Centurium Capital, is evaluating a potential acquisition of Costa Coffee, with an estimated valuation of around £1 billion ($1.3 billion) [9] Group 3 - Ford's CEO expressed shock after analyzing Tesla and Chinese electric vehicles, prompting a comprehensive reform within Ford to address competitive challenges [11] - The China Association of Automobile Manufacturers reported that passenger car production and sales in October reached 2.995 million and 2.961 million units, respectively, marking year-on-year increases of 10.7% and 7.5% [20] - The global patent application volume is expected to reach a record high of 3.7 million in 2024, with China leading at 1.8 million applications [21] Group 4 - The Chinese pet market is projected to exceed 800 billion yuan by 2025, with significant growth in urban dog and cat markets [21] - Skims raised $225 million in funding, achieving a valuation of $5 billion, with expected net sales surpassing $1 billion this year [17] - SpaceX launched a new Starlink home package in the U.S. for $40 per month, offering unlimited data and speeds up to 100 Mbps [17]

Core Viewpoint - The article discusses the growing trend of food and beverage brands establishing outlets in subway stations across China, driven by the large commuter population and supportive policies [26][29]. Group 1: Subway Store Expansion - Luckin Coffee has opened its first subway store in Beijing, utilizing a "quick pick-up" model to cater to commuters [8][10]. - KFC has also entered the subway scene with breakfast carts, providing quick meal options for morning commuters [13][19]. - The "Meituan Food Light Machine" has been introduced in multiple subway stations, offering traditional breakfast items through a self-service model [15][18]. Group 2: Market Potential - China's subway system is expanding rapidly, with 361 urban rail lines and a total operational mileage of 12,160.77 kilometers, of which 9,306.09 kilometers are subway lines [26]. - In 2024, the urban rail transit system is expected to handle 322.57 billion passenger trips, with subways accounting for 310.42 billion trips, indicating a significant consumer base for food brands [26][27]. Group 3: Policy Support - New regulations, such as the "Urban Public Transport Regulations," are encouraging the development of commercial facilities in subway stations, enhancing the consumer experience [29]. - Cities like Tianjin and Qingdao are also implementing policies to support the establishment of convenience stores and food outlets in subway stations [29]. Group 4: Changing Market Dynamics - Traditional retail locations are becoming saturated, leading brands to explore new venues like subways for growth opportunities [30]. - The shift from relying on foot traffic in shopping centers to embedding services in high-traffic transit areas reflects a strategic change in consumer engagement [30][32].

Core Insights - Luckin Coffee is actively pursuing the process of returning to the US main board for listing, guided by the local government [1] - The company currently does not have a definitive timeline for this return, focusing instead on its business strategy and development [1] - Despite past financial fraud issues in 2020, which led to a $180 million fine and the departure of its former leadership, Luckin Coffee has managed to recover and become a leading coffee chain in China [1] Financial Performance - In Q2 2025, Luckin Coffee reported total net revenue of 12.359 billion RMB, a year-on-year increase of 47.1% [3] - GAAP operating profit for the same quarter reached 1.7 billion RMB, up 61.8%, with an operating profit margin of 13.8% [3] - The gross merchandise volume (GMV) for Q2 was 14.179 billion RMB [3] Store Expansion - The company opened 2,109 new stores in Q2, bringing the total number of stores globally to 26,206 [4] - In China, 2,085 new stores were added, totaling 26,117 stores, with 16,903 being self-operated and 9,214 being partner-operated [4] - Internationally, 24 new stores were opened, with a total of 89 overseas locations, including 63 in Singapore and 2 in the US [4] Strategic Store Locations - The first two stores opened in the US are strategically located in Manhattan, New York, targeting high-traffic areas with significant consumer potential [4] - One store is near New York University, catering to a large number of international students, particularly from China [4] - The other store is close to the Empire State Building and major shopping areas, directly competing with Starbucks [4]