Core Insights - Luckin Coffee has launched a new franchise recruitment plan, targeting 186 cities with over 800 selected premium locations, providing opportunities for aspiring entrepreneurs to quickly open stores [1] - The company has introduced three types of partnership models, including fixed-point new partner franchise, store franchise, and directed point franchise, with the latter showing significant advantages in efficiency and certainty [3] - As of the first quarter of 2025, Luckin Coffee has a total of 24,097 stores globally and approximately 355 million cumulative transaction customers, indicating a strong market presence [5] Company Developments - The directed point franchise model, launched on January 1, 2024, has attracted numerous coffee entrepreneurs, with over 500 directed points passing site selection review and more than 400 stores opened across 229 cities by April 2025 [3] - The company has launched 119 new products in 2024, with nearly 3 billion cups of ready-to-drink beverages sold, showcasing its strong product innovation capabilities [5] - The "Fresh Brew Light Jasmine" drink achieved a record single-day sales of 1.67 million cups in March 2025, highlighting the popularity of its offerings [5] Market Context - The Chinese coffee market is rapidly developing, with the industry scale reaching 313.3 billion yuan in 2024, a growth rate of 18.1% compared to the previous year [8] - Per capita annual coffee consumption has increased to 22.24 cups, a 33% rise from 2023, indicating a growing consumer interest in coffee [8] - Luckin Coffee's strong product and supply chain innovations provide reliable support for its franchise partners, enhancing its competitive position in the market [8]

培育中的"德热6号"种苗。 德宏热作所苗圃内咖啡树上的小花。 曹再会摄 本报记者 张 驰摄 李锦红（左）与白学慧查看咖啡树生长情况。 曹再会摄 习近平总书记考察云南时指出，"云南咖啡还是代表着中国的"。云南咖啡种植面积和产量均占全国的 98%以上，2024年出口量达3.25万吨，同时形成了从种植、加工到体验、消费的咖啡全产业链条。产业 兴旺背后，离不开种质资源的培育。近日，本报记者走进云南省德宏热带农业科学研究所，记录科研人 员选育咖啡良种、创新田间管理、对接技术需求的生动故事。 ——编 者 "在海拔1650米的高原咖啡馆喝咖啡是一种什么样的体验？"近日，位于云南临沧沧源佤族自治县的秋珀 庄园咖啡基地，吸引了不少年轻游客前来打卡。 基地内，咖啡树开满了星星点点的白色小花；咖啡厅里，游客正在专注地手磨、冲泡秋珀庄园生产的咖 啡。"咱们喝的，是云南本地的咖啡品种，叫'德热'系列。味道怎么样？"庄园负责人赛敏一边招呼游客 王静敏（左）与同事挑选种苗。 曹再会摄 一边介绍。 "从'种子'到'杯子'，游客可以了解到咖啡生产的全流程。"赛敏说，"云南咖啡越来越有名，我们的庄园 也借势发展。说起来，这一切都离不开德宏热作所 ...

Core Viewpoint - Kudi Coffee has announced an extension of its current store subsidy policy until December 31, 2028, and introduced a new subsidy for "high rent, low cup volume" stores to lower the barriers for franchisees and accelerate market cultivation [2][5]. Subsidy Policy Details - The new subsidies include a training subsidy for stores in lower-tier markets, with specific support based on daily sales volume. For stores selling fewer than 40 cups daily, the subsidy per cup is increased by 2 yuan, reaching a total of 11.9 yuan. For sales between 40-70 cups, the subsidy is 1.5 yuan, totaling 11.4 yuan. No subsidy is provided for sales above 130 cups, as this is near the breakeven point [3][4]. - For high-rent locations, stores with monthly rents between 15,000 and 20,000 yuan receive an additional 1 yuan per cup, totaling 10.9 yuan. For rents between 20,000 and 25,000 yuan, the subsidy is 1.5 yuan, totaling 11.4 yuan. Stores with rents above 45,000 yuan receive a 4 yuan subsidy, totaling 13.9 yuan [4]. Market Strategy - Kudi aims to penetrate lower-tier markets where coffee consumption habits are not fully developed. The strategy of "compensating quantity with price" lowers the profitability threshold for franchisees, allowing them to establish a foothold in low-frequency consumption areas [5]. - The company also encourages franchisees to open stores in core business districts, enhancing brand exposure and creating synergistic effects for surrounding stores, thereby increasing overall market penetration [5]. Operational Model - Kudi has introduced a management model in certain regions, allowing franchisees in major cities to apply for management services for a fee of 1% of store revenue. This reduces operational complexity for franchisees, enabling them to focus on market expansion rather than daily management [5]. Sales Performance - Kudi's sales surged recently, with a reported tenfold increase in orders on the Ele.me platform within 24 hours of launching on Taobao Flash Sale, making Kudi the top coffee brand on the platform [5]. Sustainability Challenges - The sustainability of Kudi's subsidy policy is questioned, particularly regarding the potential conflict between reliance on subsidies and profitability goals. For instance, a store selling 40 cups daily could receive over 200,000 yuan in subsidies annually, leading to potential annual subsidy expenditures exceeding 5 billion yuan if half of the targeted 50,000 stores require support [6]. - Concerns also arise about the diminishing marginal returns of the subsidy policy and whether consumer demand in lower-tier markets can sustain high subsidy levels. Additionally, the risk of price wars due to high-rent subsidies may pose future challenges for Kudi [6].

Core Viewpoint - The article highlights the significant growth potential of the Yunnan coffee industry, driven by rising bean prices and increasing domestic consumption, positioning Yunnan as a key player in the global coffee market [2][5][11]. Price Trends - Yunnan coffee bean prices have reached historical highs, with current average prices around 66 yuan per kilogram, compared to 2-3 yuan per kilogram from 2000 to 2008 [4]. - Specific varieties like Yunnan Guizha have seen prices rise to 800-1600 yuan per kilogram, while other varieties range from 60 to 260 yuan per kilogram [4]. Market Demand - The demand for coffee in China is rapidly increasing, with a projected annual growth rate of 12.69% from 2020 to 2024, significantly outpacing the global average of 0.09% [8][9]. - By 2024, China's coffee consumption is expected to reach 345,900 tons, indicating a supply-demand imbalance as Yunnan's production is insufficient to meet this demand [8][9]. Import and Export Dynamics - China's coffee net imports have surged by 130,800 tons from 2020 to 2024, with a compound annual growth rate of 65.7%, highlighting the reliance on imports to satisfy domestic needs [11]. - In 2024, Yunnan's coffee exports are projected to reach 38,892.90 tons, a 294.55% increase, with a significant rise in the export of processed coffee products [12]. Quality and Branding - Yunnan coffee is primarily known for its Arabica variety, which is favored for its quality, and there is a growing recognition of Yunnan's specialty coffee in international markets [5][13]. - The shift from exporting raw beans to processed coffee products is evident, with the proportion of raw bean exports decreasing from 78.94% in 2015 to 67.96% in 2024 [12]. Future Outlook - The article suggests that with the right strategies, Yunnan coffee can capture a larger share of both domestic and international markets, especially in Southeast Asia [14]. - The potential for Yunnan coffee to become a significant player in the global coffee landscape is supported by its quality and the increasing consumer preference for specialty coffee [5][14].

Core Viewpoint - The recent sale of an 1800 RMB coffee at "0566 Coffee Production" in Shanghai has sparked significant discussion, highlighting the trend of high-priced coffee in the market [2][3]. Company Overview - "0566 Coffee Production" operates as a chain with six locations in Shanghai, and the coffee in question is made from Sofia Estate Geisha beans, which are the most expensive offered by the store [2][4]. - The company was established in 2022 and is registered under "0566 (Shanghai) Catering Management Co., Ltd." with a registered capital of 500,000 RMB [4]. Product Details - The 1800 RMB coffee requires advance reservation, and the store has modified its menu to indicate that this item is not readily available [3]. - The store also sells other coffee products, with prices ranging from 50 RMB to 200 RMB for regular espresso and hand-brewed coffee, aligning with the market prices in Shanghai [3][4]. Market Trends - The phenomenon of "sky-high" coffee prices is not unique to this establishment; other cafes in Shanghai and Hangzhou have also introduced similarly priced coffee, such as a 6200 RMB coffee and a 4899 RMB coffee, both made from rare beans [4]. - The trend of high-priced beverages extends beyond coffee, as seen with the juice brand "Wild Mountain," which sold a 1000 RMB olive juice, leading to regulatory scrutiny for false advertising [5].

咖啡是全球第二大饮品。据统计，全球平均每天约消耗22.5亿杯咖啡。从清晨唤醒都市的第一缕醇香到 横跨五大洲的千亿美元贸易版图，咖啡不仅满足了全球人的味蕾，也在世界经济中扮演着重要角色。 从非洲到世界 关于咖啡的起源，最早可追溯到非洲埃塞俄比亚西南部的古老传说： 公元6世纪的一个傍晚，一位名叫卡尔迪的牧羊少年发现了一种长着宽大叶片和红色果实的植物。他发 现，自家的羊群在吃过这种植物后，会变得兴奋、躁动，即使在夜里也和白天一样精神。后来，他自己 也勇敢地尝试了一下这种植物，结果变得同样精力充沛。很快，这种据称拥有"精神魔法"的神奇果子就 在附近区域流行开来，人们也开始用当地地名"咖法"（Keffa）来称呼它。 当年的"咖法人"或许不会想到，这个以他们家乡名字命名的野果，有朝一日会走向世界，成为在世界经 济舞台上叱咤风云的"黑色黄金"。 公元525年，埃塞俄比亚军队侵入也门，咖啡豆也被士兵带到也门地区，咖啡由此进入阿拉伯世界。阿 拉伯人发现，将咖啡豆煸炒后制作的咖啡饮料拥有独特的香气和更浓郁的味道，于是开始广泛培育、种 植和烘焙咖啡豆。咖啡随即在阿拉伯世界迅速流行起来。阿拉伯人还给咖啡起了一个新名字"qahwa"， ...

Core Viewpoint - The coffee industry in Yunnan Province is experiencing significant growth, with an increase in both cultivation area and production, while also integrating tourism to enhance local economies [2][4]. Group 1: Industry Development - By the end of 2024, the coffee cultivation area in Yunnan Province is expected to reach 1.267 million acres, with production rising to 146,000 tons [2]. - The coffee industry is not only boosting farmers' incomes but also promoting sustainable development and deepening the integration of cultural tourism [2]. - Yunnan Province has implemented a series of policies and measures to support the development of the coffee industry, ensuring effective supervision and problem-solving at the grassroots level [2][3]. Group 2: Supervision and Compliance - The local government is actively monitoring projects related to coffee cultivation and processing, ensuring compliance with environmental standards, particularly concerning wastewater discharge [3][4]. - The supervision includes a comprehensive approach involving multiple departments to address issues such as the transformation of low-yield coffee gardens and the construction of standardized planting bases [3]. - Recent investigations revealed irregularities in fund management within coffee cooperatives, leading to disciplinary actions against involved officials [4]. Group 3: Integration with Tourism - The "coffee + tourism" model is being promoted in Cangyuan Wa Autonomous County to drive the transformation and upgrading of the coffee industry, contributing to rural revitalization [4]. - Local initiatives are being developed to utilize idle collective assets and support coffee enterprises, enhancing the overall production and processing capabilities [4].

以下文章来源于硬氪 ，作者张子怡 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 将不确定的咖啡标准化。 文 ｜ 张子怡 编辑 ｜ 袁斯来 来源｜ 硬氪（ID： south_36kr） 封面来源 ｜ 企业官方 作为一个深圳老板，摩卡的办公室显得有些另类。 广东老板办公室，不管多么简陋凌乱，大概率正中央都会有张茶台。但摩卡却放着一个吧台，摆满自家公司 Cocinare 的手冲壶、磨豆机和咖啡杯。他会 摆上一排杯子，请客人品尝咖啡，顺便介绍一下豆子的特色：巴西豆有淡淡的坚果香气，埃塞豆则有明亮的酸度 ...... 在成立 Cocinare 前，摩卡在头部跨境大卖傲基负责家电板块。咖啡算他最大的爱好之一，空闲时，摩卡考过不少咖啡行业的相关证书。 在学习的过程中，他意识到手冲咖啡器具这个小众赛道仍有金矿。" 手冲咖啡器具的市场不大，全球手冲壶的出货量大概仅在 120 万台左右，是个相当小 众但又停留在前工业化时代的市场。"他告诉硬氪。 在现磨咖啡的品类里，手冲咖啡的门槛既高也低。 冲一杯手冲咖啡需要的工具很简单，只需要磨豆机、手冲壶、滤杯、滤纸和电子秤，数百元便能组合出基本款；制作出一杯手冲咖啡的速度也很快 ...

Core Insights - The China-Latin America Forum has become a significant platform for enhancing political trust, development strategy alignment, and cultural exchange over the past decade [1] - Luckin Coffee plays a crucial role in deepening coffee industry cooperation between China and Brazil, acting as a bridge for economic and cultural exchanges [2] Group 1: Trade and Economic Cooperation - Luckin Coffee signed a memorandum of cooperation with Brazil's Export and Investment Promotion Agency to purchase 240,000 tons of coffee beans worth 10 billion RMB from 2025 to 2029 [2] - In 2023, China imported coffee from Brazil worth 220 million USD, a year-on-year increase of 158.4%, with an import volume of 60,000 tons, up 192.2% [3] - Luckin Coffee's procurement from Brazil is expected to account for 60% of Brazil's coffee exports to China in 2024, indicating a significant market share [3] Group 2: Cultural Exchange and Sustainability - The establishment of the Luckin Brazil Coffee Museum and the launch of the Brazil Coffee Culture Festival signify deepening cultural exchanges between China and Brazil [4] - Luckin Coffee has set up a Brazilian office and a high-quality coffee plantation base to enhance quality control and provide professional training to local coffee farmers [4] - The company's initiatives reflect its commitment to sustainable development and the promotion of Brazilian coffee culture in China [4]

"去年中国允许符合相关要求的布隆迪咖啡豆进口后，布隆迪咖啡的价格从每公斤2—3美元上涨至现在6 —6.5美元，价格高起来了，咖啡农的收益增加了，种植的积极性更高了。"恩达伊克基介绍，中国自 2009年起累计向布隆迪派遣了6批农业专家组，农业援助领域正在向咖啡产业延展，"咖啡农需要更多技 术支持，以提高咖啡品质和附加值，我们将把更多更好的咖啡产品送到中国。" 站在鲁哈加里村的咖啡园里，恩达伊泽耶说："这片肥沃的土地孕育了希望，我的名字在基隆迪语中正 是'希望'的意思。借助中国大市场，布隆迪咖啡产业的未来充满希望。" 布隆迪国家合作经济发展署署长兼国家咖啡董事局董事长恩达伊克基对记者表示，近年来，为加快发展 咖啡产业、增加农户收入，布隆迪政府采取了一系列举措，包括推进私有化改革、加强基础设施建设、 推广先进种植技术等。政府重视投资加工设施，改善存储和运输条件，提高咖啡附加值；加强与国际组 织合作，培训农民优化种植与加工技术；支持全国咖啡农协会联盟和合作社发展，增强小农议价能力； 推动国际认证，努力拓展精品咖啡市场。 布隆迪政府成立了国家咖啡董事局、咖啡行业监管局、布隆迪咖啡行业协会、全国咖啡农协会联盟等相 关机构 ...