茶咖日报｜巴西咖啡出口商协会主席：美国加征关税“害人害己”

Group 1: Trade Relations and Impact - The President of the Brazilian Coffee Exporters Association stated that the U.S. imposing a 50% tariff on all imports from Brazil is detrimental to both countries [1] - The tariff will have a profound impact on Brazilian coffee producers, with 75% of the 300,000 coffee growers being smallholders, affecting thousands of families [1] - The long-standing trade relationship between Brazil and the U.S. has been beneficial for both sides, and the current tariff is viewed as a political maneuver that requires dialogue for resolution [1] Group 2: Coffee Industry Developments - Ethiopia is adjusting its coffee export strategy in response to U.S. tariffs, planning to strengthen trade relations with existing markets and expand to 20 countries [4] - Ethiopia is the largest coffee producer in Africa and the fifth-largest exporter of Arabica coffee, with a projected 10% tariff from the U.S. expected to impact its coffee export revenue by approximately 35% [4] - In the recently concluded fiscal year, Ethiopia's coffee exports reached over 468,000 tons, a year-on-year increase of about 170,000 tons, with export revenue hitting $2.65 billion (approximately 190.2 billion RMB) [4] Group 3: New Tea Beverage Market Expansion - The tea brand Sweet Lala has signed over 8,000 stores globally, with 1,135 new contracts in the first half of 2025, including nearly 200 overseas locations [2] - The brand has successfully opened ten stores simultaneously in Indonesia, with a total of 137 signed stores in the market [2] Group 4: Coffee Production Capacity - Kudi Coffee's global supply chain super factory has commenced operations in Anhui, China, with an annual production capacity of 4 billion cups of ready-to-drink beverages [3] - The super factory, covering 385 acres and with a total construction area of approximately 340,000 square meters, is noted for being the largest and most intelligent facility in the global coffee industry [3] Group 5: Supply Chain Competitiveness - Huaxin Securities has initiated coverage of the new tea brand Cha Baidao, highlighting its strong supply chain capabilities and product innovation as key competitive advantages [6] - Cha Baidao's supply chain covers all 31 provinces in China, supported by 25 warehouses and over 300 temperature-controlled delivery vehicles [6] - Approximately 92% of Cha Baidao's stores achieve next-day delivery after orders, with 95% receiving deliveries two or more times a week [6]