编辑 | 乔芊 外卖平台大战还在硝烟四起，但第一批受益者已经出现——库迪加盟商。 早在京东外卖补贴的号角吹响前，平台发券补贴的行为已经默默开始，高频率、低决策成本的茶饮咖啡品类向来是外卖补贴的第一战场，这次轮到了库 迪。一位北京库迪加盟商陈星注意到，自己的京东订单在3月中旬开始，突然出现了第一个峰值，此后带动总销量一路上扬。 "以4月24日为例，对比上月同日的业绩，单日杯量从200多杯上涨到500杯以上，增幅大于100%"，陈星说。 爆单的并不只有陈星的门店。一位江苏库迪多店加盟商告诉36氪，4月以来，自己所有门店中，日销最多的能达到800杯，差一点的也有4、500杯，远 超去年同期水平。 这些激增的单量，大多来自于京东外卖订单。另一位北京库迪加盟商刘平称，自己现有的一半门店杯量，都来源于京东订单。 自从京东入局外卖大战后，在京东上买到便宜的库迪已经不是秘密，打开京东秒送，最低折后3.9元的生椰拿铁，吸引了大批羊毛党下单。截止今天，库 迪咖啡在京东平台上的外卖总销量已经超过3千万单。 但一杯折后只要3.9元的生椰拿铁，到库迪加盟商手上，究竟能到手多少钱？ 一杯京东3.9元的生椰拿铁，到库迪加盟商手上，究竟能到 ...

Group 1: Flower Industry - The flower industry in Yunnan has become a significant contributor to local farmers' income, with an average increase of over 50,000 yuan per household for 190,000 flower farmers, impacting over 1 million people in employment and entrepreneurship [2] - In the first quarter of this year, Yunnan exported 9,134 tons of fresh-cut flowers, generating an export value of 270 million yuan, representing a year-on-year increase of 10% in volume and 48.2% in value [2] - The Kunming International Flower Auction Center has a transaction rate of 95.34%, with an average transaction time of just 4 seconds, establishing itself as a global benchmark for flower trading [1][2] Group 2: Coffee Industry - Yunnan's coffee industry has seen significant growth, with over 1.2 million acres of coffee planted and an annual production exceeding 140,000 tons, accounting for over 98% of the national total [3] - The expected output value of coffee for the current season is projected to exceed 10 billion yuan, marking the best year since the inception of coffee cultivation in the region [3] - Technological advancements in coffee cultivation have led to the development of new varieties and improved cultivation techniques, enhancing the overall quality and yield of Yunnan's coffee [3] Group 3: Aquaculture Industry - The rice-shrimp farming model in Hunan has expanded to cover 420,000 acres, with an annual production of 62,000 tons of shrimp and a total output value of 9.25 billion yuan [5] - The integration of cold chain logistics has enabled efficient distribution of fresh shrimp to major markets across Guangdong, Hubei, and Sichuan [5] - The cooperative model involving enterprises, cooperatives, and farmers has strengthened the local economy and improved land utilization through the rice-shrimp farming approach [5] Group 4: Mushroom Industry - The mushroom industry in Jiangxi has been revitalized through a semi-automated production facility, with an expected output of over 200,000 mushroom sticks this year [6] - The collaborative model of "company + cooperative + base + farmer" has successfully integrated 137 mushroom farmers, enhancing local production and reducing costs [6] - The mushroom industry is projected to produce 500,000 pounds of edible mushrooms in 2024, providing over 400 job opportunities [6] Group 5: Agricultural Policy and Development - The Ministry of Agriculture and Rural Affairs emphasizes the importance of industrial revitalization as a key component of rural revitalization, focusing on strengthening leading enterprises and improving agricultural product processing efficiency [7] - The development of new industries and business models has significantly contributed to rural prosperity and increased farmers' incomes across various regions [7]

各大头部平台将解锁咖啡出圈的新玩法、新场景，推出重量级补贴，营造火热节庆消费氛围。 美团推出咖啡&酒吧指南"早C晚A"跨界玩，消费者上美团、大众点评可领取专属"晚A消费券"，主 市集举办的微醺市集快闪活动，免费送出灵感特调鸡尾酒和啤酒。支付宝发放千万级消费补贴，推 出"笔笔立减"和"随机免单"活动。支付宝国际版链接13个国家及地区的电子钱包首页，打造"上海国际 咖啡文化节"专题活动入口，邀请国际咖啡爱好者成为"国际推荐官"。 今年上海国际咖啡文化节进一步密切咖啡与多元业态的跨界融合，持续放大"咖啡+"叠加效应。 咖啡+文化，联动本市文化文博单位、文创园区等，推动咖啡进书店、咖啡进博物馆、咖啡进演出 场馆、咖啡进影院、咖啡进园区，市历史博物馆、上海影视乐园、市书刊发行行业协会等将围绕咖啡主 题推出系列文化活动，展现咖啡中的文化风情。 记者 施晨露 大大小小的咖啡市集，将成为上海城市生活的风景线。作为"五五购物节"标杆活动之一，以"咖香 汇客 上海有约"为主题，2025上海国际咖啡文化节将于4月30日开启，围绕"咖啡+文旅商体展""促消 费""国际化"三大维度，打造全城咖啡盛事。记者从昨天举行的新闻发布会了解到， ...

作者： Mamo 咖啡市场"烈火烹油"，而作为行业的"待爆咖"，即饮咖啡也已迈入200亿规模的大门[1]。看似风光无 两，但实则暗潮涌动。 同样瞄准外出消费场景，OOH街饮咖啡（Out of Home）市场"妙招"频出，规模增长迅速，2024年已 达到1920.6亿元，同比增长18.3%。[2]但街饮咖啡很卷，以瑞幸为例，仅2024年，瑞幸就推出了119 款新品，合作了20多位"代言人"。[3] 街饮咖啡不断推陈出新，消费者对即饮咖啡的需求也正在发生变化。根据飞瓜数据调研显示，消费者对 即饮咖啡的偏好主要集中在口感、味道和健康成分上。[4]这也对即饮咖啡赛道的玩家们提出了更高的 要求。创新能力，已然成为即饮咖啡品牌们的必答题。而在咖啡这一相对成熟、竞争激烈的赛道中，头 部品牌的动向，往往也意味着行业创新的风向转变。而品牌越大，却也越容易陷入"创新者窘境"，即受 限于成功路径与固有思维，难以灵活回应市场变化。但目前看来，雀巢咖啡并未受困，而是跑出了一条 属于自己的产品与品牌创新路径。 仅在今年前四个月内，雀巢咖啡即饮便接连向行业发出多个变化信号弹，迈出了三大新变化：第一，推 出2款王炸风味奶咖新爆款；第二，焕新 ...

如何在有限的空间里创造无限的场景可能，将是决胜未来的关键命题。 4月14日，上海链家与瑞幸咖啡首个共享门店正式开业。此次两大品牌的跨界合作，带来探索社区服务的全新可能性，被业界称为"新零售时代的社区服 务新物种"。 据了解，在共享门店中，用户办理房产业务时可同步购买生椰拿铁等爆款咖啡，瑞幸会员还能获取周边社区房源、便民服务信息，实现"到店即服务"的无 缝体验。 图源：上海链家 近年来，咖啡品牌跨界零售、零售品牌跨界咖啡的现象屡见不鲜，此前中国邮政、李宁、迪卡侬等非咖啡品牌纷纷涉足咖啡赛道，Manner、挪瓦咖啡等 咖啡品牌也先后入驻零售门店。 事实上，链家早在去年就携手Manner咖啡开了一家共享门店，看得出，有意在打造更舒适、一体化的服务门店。 图：链家·Manner共享店 对瑞幸而言，这是其"渠道下沉+场景渗透"战略的关键落子。依托链家门店网络，瑞幸可快速切入传统商业体以外的社区场景，以轻资产模式实现现有2.2 万家门店之外的点位补充。更重要的是，链家门店的标准化装修与稳定物业关系，降低了瑞幸的选址成本与运营风险。 不仅如此，瑞幸咖啡的战略考量也更具技术驱动特征。其构建了覆盖全球原料采购、自建烘焙生产、数 ...

Core Insights - The article emphasizes that AI is not genuinely creating but rather replicating human creativity at a lower cost [1][26] - The successful integration of humans and AI tools will lead to continuous business opportunities [1][87] - Content control lies with platforms rather than creators, influencing production, dissemination, and availability [1][10] Group 1: AI and Content Creation - AI's role is to enhance the efficiency of producing large volumes of content, allowing humans to focus on high-quality, brand-centric content [28][22] - The evolution of content platforms has shifted from traditional media to mobile devices, leading to fragmented and personalized content consumption [14][15] - AI's generative capabilities are expected to improve significantly, with projections indicating the ability to create complete television programs by 2029 and AI-generated films by 2031 [18] Group 2: Market Dynamics and Content Strategy - The most competitive industries, such as fast-moving consumer goods and healthcare, are increasingly adopting AI for content generation and management [6][8] - Brands are shifting from high-quality content to quantity-driven, conversion-focused content due to the diverse media landscape [23][29] - The concept of "content matrices" is emerging, where brands create multiple social media accounts to enhance visibility and engagement [34][35] Group 3: AI's Impact on Business Operations - Companies are leveraging AI to streamline product innovation processes, significantly reducing the time and cost associated with new product development [32] - The integration of AI in content production allows for automated content scheduling and quality monitoring, enhancing operational efficiency [45][61] - Businesses are increasingly viewing AI as a collaborative tool rather than a replacement for human workers, aiming to enhance productivity and creativity [80][81] Group 4: Future Trends and Considerations - The article suggests that the future of business will be shaped by how effectively companies can harness AI to improve collaboration and operational efficiency [87][88] - There is a growing recognition that the traditional knowledge economy is shifting towards a distribution economy, where the ability to manage AI tools becomes crucial [84][86] - Companies are encouraged to adapt their expectations regarding AI investments based on industry characteristics and the maturity of their AI infrastructure [80][81]

Core Insights - Yunnan coffee exports have significantly increased, with a total export value of 310 million yuan in the first quarter of 2025, representing a year-on-year growth of 122.1% [1] - The number of registered coffee-related enterprises in China has reached 14,000 as of April 22, 2025, marking a 9.5% increase compared to the same period in 2024 [2] Group 1: Registration Data - The registration of coffee-related enterprises in China has seen a rapid increase, with a total of 60,100 registered in 2023, which is a 67.7% year-on-year increase, reaching a peak in nearly a decade [2] - As of April 22, 2025, there are 14,000 newly registered coffee-related enterprises, reflecting a 9.5% increase from the previous year [2] Group 2: Company Age Distribution - Among the existing 238,000 coffee-related enterprises in China, over 32.7% were established between 1 to 3 years ago, indicating a trend of new entrants in the market [3] - Enterprises established for 5 to 10 years account for 22.9%, while those over 10 years old represent the smallest share at 11.6% [3] Group 3: Industry Distribution - The majority of coffee-related enterprises, approximately 60.8% (144,000), belong to the accommodation and catering industry [4] - The wholesale and retail sector comprises 17.6% (42,000) of these enterprises, while the agriculture, forestry, animal husbandry, and fishery sector accounts for 12.2% (29,000) [4]

不少网友表示："为什么我点的少冰却还有这么多冰块""奶茶里的冰块真的很多，喝两三口就见底了""像喝得慢的，越到后面口感越寡淡""是不是商家在 利用冰块降低成本？"…… 更有网友调侃道："明明是卖冰的，还送了你奶茶！" 一杯奶茶里应该放多少冰 为什么消费者对冰块的用量如此敏感？ 随着气温的上升，一口冰饮带来的瞬间降温效果令人难以抗拒。 对于大多数茶饮品牌来讲，消费者对冰饮冰感的需求更直观的反映在冰块的多少上。翻看各大社交平台，奶茶产品的冰量也正成为网友讨论的重点。 去冰：在产品不留有冰块的前提下维持饮品适饮温度，通常是利用雪克壶摇匀后把剩余没化开的冰块去掉。 此外，不少茶饮品牌为了方便门店出品，会在杯子上标有刻度线，以此来定量。 折射出奶茶加冰的两大痛点：一方面，冰块融化后会稀释原本奶茶的浓度，导致风味断层和口感寡淡；另一方面，从消费者的角度来看，当一杯奶茶中冰 块占比过高时，消费者难免会产生被欺骗的感觉，质疑是在为"无效奶茶"买单。 饮品中的冰块 一杯奶茶里应该放多少冰？多冰、正常冰、少冰、去冰等到底有没有统一的行业标准？ 没有，至少暂时没有。 但如何平衡好饮品和冰块的比例，想必各大茶饮品牌早已研究过并且有一 ...

Core Insights - The coffee market is experiencing a significant boom, with coffee festivals being held in cities like Beijing, Chengdu, and Chongqing, attracting numerous popular coffee shop owners and enthusiasts [1][2] - Despite the vibrant market, there are reports of coffee shop closures and challenges faced by independent coffee shop owners, indicating a dichotomy in the industry [3][6] - The rise of low-cost coffee brands, such as Luckin Coffee, has raised questions about the sustainability of high-priced specialty coffee shops [5][40] Group 1: Market Dynamics - The coffee festival scene has evolved, featuring celebrity coffee shop owners and live performances, enhancing the overall experience and attracting large crowds [2][10] - The presence of popular figures like Boram Um, a champion barista, has turned coffee festivals into events akin to celebrity meet-and-greets, drawing significant consumer interest [12][13] - The independent specialty coffee market is facing a cooling period starting in 2024, following a rapid growth phase from 2021 to 2023 [7][33] Group 2: Business Challenges - Many specialty coffee shops are struggling with profitability, facing high operational costs and competition from efficient, low-priced chain brands [6][40] - The financial viability of participating in coffee festivals is questionable, as many shop owners report difficulty in recouping costs associated with booth fees and logistics [23][24] - The market is witnessing a decline in investment events, with a drop from 18 investment occurrences in 2023 to 10 in 2024, indicating a shift in investor sentiment [33][41] Group 3: Adaptation Strategies - Coffee shop owners are exploring new business models, such as leveraging social media for personal branding, diversifying product offerings, and engaging in training services to increase revenue [8][44][50] - The trend of "day coffee, night alcohol" is gaining traction, with many coffee shops incorporating bar elements to attract a broader customer base [47][48] - Some owners are focusing on selling coffee beans to other businesses as a way to enhance profit margins and reduce costs [34][35] Group 4: Consumer Sentiment - While coffee festivals attract many enthusiasts, some consumers express dissatisfaction with the experience, citing high prices and long wait times [21][22] - The perception of specialty coffee is being challenged by the availability of cheaper alternatives, leading to a reevaluation of value among consumers [40][41] - The market remains in a phase of consumer education, with many still learning to distinguish between different quality levels of coffee [51][52]

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 整理丨赵晓晓 本周（2024.04.14-2025.04.20）出海大事件包括： 特朗普称将推迟购买TikTok交易；Shein和Temu将涨价；英国 财相支持Shein在英IPO ，不会停止与中国贸易往来；TikTok Shop美区业务短暂下降，目标转向欧洲和东南亚； 特朗普表示可能会降低对华关税 ；中国跨境电商平台攻陷美区下载榜单，前两个都是阿里的；特朗普对中国船 只下手了；泡泡玛特全球组织架构大调整等。 本周（2024.04.14-2025.04.20）出海大事件包括：特朗普称将推 迟购买TikTok交易；Shein和Temu将涨价；英国财相支持Shein在英IPO ，不会停止与中国贸易往来；TikTok Shop美区业务短暂下降，目标转向欧洲和东南亚；特朗普表示可能会降低对华关税 ；中国跨境电商平台攻陷美 区下载榜单，前两个都是阿里的；特朗普对中国船只下手了；泡泡玛特全球组织架构大调整等。 出海四小龙 特朗普称将推迟购买TikTok交易 美国当地时间4月17日，美国总统特朗普在白宫回应对华关税问题时 ...