咖啡豆的全球之旅：从种植到杯中的风味探索与市场分析 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the coffee bean industry Core Insights - The coffee bean industry in China is transitioning from large-scale cultivation to a focus on high-quality specialty coffee, with Yunnan province leading this transformation, accounting for over 98% of the national production [11][12][23] - The market is expected to continue growing at a high compound annual growth rate (CAGR), driven by increasing consumer demand and innovative sales models such as e-commerce and estate-based sales [14][32] - The integration of tourism with coffee cultivation, referred to as the "estate + tourism" model, is enhancing brand visibility and driving economic benefits for local farmers [33] Industry Definition - Coffee beans are the seeds of the coffee tree's fruit, which can be processed into coffee after roasting. The industry encompasses the cultivation, selection, processing, and sale of coffee beans globally [4] Industry Classification - The coffee bean industry can be classified based on tree species, primarily into Arabica and Robusta varieties, with Arabica dominating the global market [8][9] Industry Characteristics - The coffee bean industry is characterized by a shift towards specialty production, concentrated growing regions, innovative sales models, and sustained consumer demand [10] Industry Development History - The development of the coffee industry in China can be divided into three stages: the initial phase (1892-1950), the expansion phase (1950-1980), and the rapid development phase (1980-present) [15][20] Industry Chain Analysis - The coffee bean industry chain consists of three main segments: upstream (coffee bean production), midstream (processing), and downstream (sales) [21][22] Upstream Analysis - Yunnan province is the core of China's coffee production, with a planting area of 1.3 million acres and an annual output of 113,000 tons, contributing significantly to the national coffee industry [12][23] Midstream Analysis - The processing methods for coffee beans include washing, natural processing, and honey processing, each affecting the flavor profile of the coffee [25][26] Downstream Analysis - The primary sales channels for coffee beans remain coffee shops, but e-commerce and estate models are rapidly emerging, with a total of 52,308 coffee shops in China as of March 2024 [27][28] Industry Scale - The market size of the coffee bean industry in China grew from 2.385 billion RMB in 2018 to 4.515 billion RMB in 2023, with a CAGR of 13.61%. It is projected to reach 10.205 billion RMB by 2028, growing at a CAGR of 17.05% [29][30]