幸运咖反攻一二线城市，今年要破万店

Group 1: Lucky Coffee Expansion - Lucky Coffee aims to open over 10,000 stores by 2025, currently nearing 7,000 stores across more than 300 cities, with a 164% year-on-year increase in new store openings in Q2 [1] - Approximately 70% of Lucky Coffee's stores are located in tier-3 cities and below, with only 0.67% in tier-1 cities; the company plans to enter tier-1 and tier-2 markets [1] - To facilitate this expansion, Lucky Coffee has lowered its franchise investment requirements from 350,000 RMB to 250,000 RMB and adjusted the age requirement for franchisees from 25-45 years to 20-40 years [1] - A specific franchise support policy was introduced in six major cities, offering a total reduction of 34,000 RMB for new stores [1] Group 2: A Coffee Brand Expansion - A Coffee has announced a plan to expand to a thousand stores, having been established in 2021 in Chengdu, China, and currently operating in over 100 cities [3] Group 3: Tea Baidao's New Product Launch - Tea Baidao launched its new "Ice Milk" series, which has sold over 12 million cups since its release, becoming one of the most popular products of the summer [4] - The brand is recognized as a pioneer in the "Ice Milk" category, combining real fruit, tea, and milk to create a differentiated product that has gained consumer popularity [4] - Tea Baidao has established a core competitive barrier focused on product innovation, having launched over 40 new products by mid-2025 [4] Group 4: COFE+ Coffee Robot - The COFE+ coffee robot will debut at the 2025 World Artificial Intelligence Conference, showcasing its capabilities as a benchmark for AI in traditional industries [5] - COFE+ has been tested in over 100 cities, producing 2 million drinks and is recognized by various international authorities [6] - The robot can significantly reduce operational costs by 90%, enabling the concept of "unmanned coffee shops" and achieving over 50% profit margins for partners [6]