Core Viewpoint - The automotive aftermarket in China is rapidly expanding, with the market expected to reach 7.5 trillion yuan by the end of 2024, reflecting a compound annual growth rate of 10.79% over the past five years [1] Industry Overview - The total number of motor vehicles in China is projected to exceed 353 million by the end of 2024, creating a vast aftermarket opportunity [1] - Despite significant market growth, traditional aftermarket sectors face challenges such as excessive diagnostics and redundant maintenance projects, indicating a need for improved service standards and quality [1] Company Insights - Tuhu Car, a representative of vertical platforms, is leveraging technology and supply chain integration to reshape the automotive service ecosystem [1] - Tuhu's founder, Chen Min, introduced transparency in pricing and service quality, revolutionizing the way automotive parts are sold online [2][3] - Tuhu has established a comprehensive logistics network with 39 regional warehouses and 267 front-end warehouses, ensuring timely delivery of genuine parts [3][6] Supply Chain Innovation - Tuhu has adopted a direct procurement model with major tire manufacturers, eliminating middlemen and allowing for competitive pricing of genuine products [6][7] - The company reported a 10.4% growth in tire and chassis components, with sales of Michelin and Bridgestone tires increasing by 60% and 50% respectively [6] - Tuhu's commitment to sourcing directly from manufacturers has transformed consumer perceptions of genuine products, making them more accessible and affordable [7][8] Market Transformation - Tuhu's approach has shifted the automotive aftermarket from a "passive repair" model to a "proactive care" service, enhancing customer experience through data-driven solutions [8][9] - The rise of Tuhu's private label products signifies a move towards consumer equality, challenging foreign brands with competitive pricing without compromising quality [9]

2025年3月13日，瑞幸咖啡与印尼邦盖群岛县政府签署《合作备忘录》，宣布将邦盖群岛作为生椰拿铁主要原料椰浆的专属优质原产地，并命名为"瑞 幸咖啡专属生椰岛（Luckin Exclusive Coconut Island）"，这里将成为瑞幸生椰拿铁供应链的"心脏"。 从2021年全网"求椰不得"到如今日耗50万颗毛椰子，瑞幸用四年时间将一款爆品变成撬动全球原料市场的杠杆。在平均每天卖出200多万杯的超级胃口背 后，供应链战场的硝烟也从咖啡豆产地蔓延到椰林。 毕竟没有万吨巨轮护航的网红单品，不过是流量沙滩上的精致贝壳，已然穿越过周期的瑞幸，也正在把军火库架到赤道线上的椰林里——这场看似浪漫 的"包岛"行动背后，是中国消费品牌在供应链争夺战中的一场硬核突围。 当椰浆泵阀开启的瞬间，瑞幸已悄然开启了新消费品牌的全球军备竞赛。 01 从"抢椰大战"到"供应链革命" 2021年4月，生椰拿铁上市首周销量突破666万杯，频繁断货甚至把原料椰子一度带得涨价数倍，这个瑞幸的第一个百亿级大单品，不仅被网友戏称"瑞幸让 我明白了什么叫椰子比咖啡金贵"，也成了一款"改变了中国咖啡进程"的产品。 在生椰拿铁诞生的次年，据咖门发布的《 ...