瑞幸，驶入新航道

Core Insights - Luckin Coffee has officially opened its 30,000th store in Shenzhen, marking a significant milestone as the first domestic coffee brand in China to surpass this number, indicating a robust growth trajectory in the coffee consumption market [1][3] - The company has established a vast network covering 94% of provincial-level administrative regions in China, with over 1,000 stores in key cities such as Beijing, Shanghai, Guangzhou, Shenzhen, and Chengdu [3] Expansion and Market Strategy - The choice of Shenzhen for the flagship store reflects strategic considerations, as it is a core city in the Guangdong-Hong Kong-Macao Greater Bay Area, aiming to become a global economic center [3] - The extensive store network not only enhances brand visibility but also serves as a market educator, introducing coffee to a broader audience and increasing national awareness of coffee consumption [5] Supply Chain and Product Development - The "Origin Flagship Store" spans 420 square meters and emphasizes a strategic upgrade in professional quality, global supply chain, and sustainability [7] - Luckin Coffee has developed a direct sourcing system from key coffee-producing regions, including Brazil, Ethiopia, and Yunnan, to ensure quality and unique flavor profiles [7][10] Sustainability and Innovation - The flagship store adheres to international green building standards and aims to set a benchmark for sustainable practices in the coffee retail sector [10] - The introduction of the "Taste of Origin" series and the use of award-winning coffee beans from Yunnan showcase the company's commitment to high-quality, locally sourced products [9][10] Global Market Aspirations - Luckin Coffee is expanding its presence internationally, with stores in Singapore, Malaysia, and the United States, aiming to create a world-class Chinese coffee brand [12][14] - The company seeks to reshape the global coffee supply chain by leveraging China's large and rapidly growing coffee consumption market, thus influencing upstream production and trade dynamics [14]