Investment Dynamics - Yonghui Supermarket has established a new trading company in Beijing with a registered capital of 10 million yuan, focusing on food internet sales, telecommunications, and internet information services, which could create additional revenue streams for the company in the long term [3] - Third Space, a luxury gym in London, secured a £75 million bank loan from OakNorth, following a previous loan of £38.5 million in June 2023, indicating investor confidence in the gym's growth potential amid increasing consumer health demands [5] - Guizhou Southern Dairy announced the suspension of its listing application on the Beijing Stock Exchange due to the need for supplementary audit matters, with projected 2024 revenue of 1.817 billion yuan and net profit of 209 million yuan, ranking 20th among 36 listed dairy companies [7] - Eight Horse Tea has passed the listing hearing at the Hong Kong Stock Exchange, aiming for a main board listing with projected revenues of 1.818 billion yuan, 2.122 billion yuan, and 2.143 billion yuan from 2022 to 2024, showing growth rates of 16.8% and 1.0% for 2023 and 2024 respectively [10][11] - Haidilao has opened a budget conveyor sushi restaurant in Hangzhou, indicating its strategy to diversify into the sushi market, leveraging its supply chain to create a differentiated product offering [13] Brand Dynamics - Luckin Coffee has launched a venue leasing cooperation across 39 cities, focusing on school locations, which is expected to enhance brand coverage in a rapidly growing coffee market [19] - LOEWE and Swiss sports brand On have collaborated to launch a limited edition Cloudsolo sneaker, which is anticipated to generate high-margin revenue for LOEWE while attracting high-net-worth customers for On [16] Personnel Dynamics - Cargill appointed Andrew MacPherson as the new CEO of Teys, coinciding with Cargill's acquisition of Teys, which is expected to enhance operational capabilities and market reach [22][23] - China Resources Beer announced a management reshuffle, appointing Jin Hanquan as executive director and president, which aims to strengthen leadership amid increasing competition in the premium beer segment [26] - The global luxury fashion group, Richemont, announced the resignation of its CEO and CFO, Chen Jiyu, who will leave on October 27, 2025, raising questions about the future leadership and performance of the group [28]

版权所有 © 2025灼识咨询，本档提供的任何内容均系灼识咨询公司独有的高度机密性资料。 CIC灼识咨询 2025中国咖啡产业枢纽发 展白皮书 1 中国咖啡主要分为现制、RTD以及零售咖啡，市场规模近2,500亿元，且未来仍保持近20%年均复合增长；消费者人数稳步提高，仍 有扩容空间 1 市场空间 咖啡市场规模快速增长，未来四年仍保持近20%增速 601 2,465 4,595 2018 2024 2028E +27% +17% 中国咖啡市场规模，亿元，2018-2028E 亿元 中国咖啡市场产品分类 现制咖啡 RTD咖啡 零售咖啡 • 指现场即时制作并交付的咖啡 饮品 • 其价值核心在于便捷性和新鲜 度 • 常见于专业咖啡馆或连锁品牌 • 指作为商品售卖的咖啡豆、咖 啡粉及速溶咖啡等，需消费者 自行冲泡制作 • 其核心价值在于产品的产地、 风味与烘焙品质 • 消费场景主要为家庭或办公室 • 指工业化预酿、开盖即可饮用 的包装咖啡饮料 • 其核心优势在于极致的便捷性 与标准化口味 • 在便利店、商超等渠道销售 中国咖啡消费者快速增长 0.4 1.3 2.6 0 10 20 30 40 50 0 1 2 3 2 ...