瑞幸CEO说正积极推进美股主板上市，最大股东被指考虑竞购COSTA...瑞幸迎来一大波传言

Core Viewpoint - Luckin Coffee is actively pursuing a relisting on the US main board while considering a potential acquisition of the coffee chain COSTA by its largest shareholder, Dazhong Capital [1][10]. Group 1: Relisting Efforts - CEO Guo Jinyi stated that the company is making progress towards relisting on the US main board, which is expected to enhance Xiamen's reputation as an international investment destination [3]. - The company has not provided a specific timeline for the relisting, emphasizing that its current priority is to focus on business strategy and development [1][3]. - Since its delisting from NASDAQ in June 2020 due to a financial scandal, Luckin Coffee has been trading on the OTC Pink market [3][6]. Group 2: Financial Performance - In the second quarter of 2025, Luckin Coffee reported total net revenue of 12.359 billion yuan, a year-on-year increase of 47%, with a total of 26,206 stores [6]. Group 3: Acquisition of COSTA - Dazhong Capital is reportedly considering a bid for COSTA, with preliminary discussions ongoing and an estimated valuation of approximately £1 billion (around $1.3 billion) [10][12]. - The acquisition of COSTA could provide Luckin Coffee with a global footprint and a mature supply chain, helping to mitigate competitive pressures in the Chinese market [13][15]. - Analysts suggest that acquiring COSTA could enhance Luckin Coffee's narrative of global growth and potentially support its relisting efforts by appealing to investors' preferences for diversified operations [15].