Luckin Coffee(US:LKNCY) Guan Cha Zhe Wang·2025-05-12 14:31Group 1: Luckin Coffee Expansion - Luckin Coffee has launched a new franchise recruitment plan targeting over 800 designated locations across 186 cities in China [1] - The new franchise model includes three types of partnerships, with the designated location franchise offering significant efficiency and certainty [1] - By April 2025, over 500 designated locations have passed site selection review, with more than 400 stores already opened [1] Group 2: Anhui Tea Industry Growth - Anhui Province's tea industry chain output value has surpassed 90 billion yuan, driven by the "14th Five-Year Plan" initiatives [2] - The province has stabilized tea garden area at 3.2 million acres and has certified over 522 green food tea products [2] - Anhui has cultivated 8 national-level leading enterprises in the tea sector, doubling from the end of the previous five-year plan [2] Group 3: Luckin Coffee Store Count and Performance - As of April 30, Luckin Coffee has signed over 5,400 stores nationwide, with significant sales performance during the May Day holiday [3] - The average daily revenue for some stores exceeded 8,000 yuan, with 11 stores surpassing 50,000 yuan in total revenue [3] - The per capita coffee consumption in China reached 22.24 cups in 2024, a 33% increase from 2023 [3] Group 4: Health Trends in Beverage Industry - The fruit tea and fruit coffee segments are leading a new health trend in the beverage industry [4] - In April 2025, 31 mainstream tea brands launched 95 new products, a 55.74% increase from the previous month [5] - Luckin Coffee has accelerated its store opening speed and introduced new products themed around real fruit [5] Group 5: NOWWA Coffee Sponsorship and Health Focus - NOWWA Coffee sponsored the 2025 YONEX International Women's Tennis Exchange Tournament, providing athletes with electrolyte drinks [6] - The brand emphasizes health and low-calorie options, having introduced a product that reduces calories by 100 per cup [6] - NOWWA Coffee has opened over 2,000 stores globally, with its first overseas store launched in Melbourne, Australia [6]