以下文章来源于潮生TIDE ，作者J 潮生TIDE . 你能想象吗？ 当清晨的阳光透过咖啡馆的玻璃窗，一群精神抖擞的都市白领正随着电子乐的节奏跳跃、舞蹈，而他们手中举着的不是调酒而是 冰美式...... 这可能是2025年最令人意外的文化奇观。从伦敦到新加坡，从迪拜到成都， 一场名为"Coffee Raves"的运动正在颠覆我们对"蹦 迪"的认知： 不需要酒精麻醉，不需要熬夜伤身，在咖啡因和音乐的双重催化下，Z世代正在享受一场 "清醒的快乐" 。 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 夜店out 时髦精们开始蹦晨迪了 文 ｜ J 来源｜ 潮生TIDE（ID：chaoshengTIDE） 封面来源 ｜ Instagram@No Filter 而这，很可能成为蹦迪文化的下一个篇章。 在咖啡馆里蹦一场清醒迪 "再也不喝酒了！" 这几乎是每一个睡到第二天下午的蹦迪人 ，都会站在镜子前对自己说的话。手机在床头嗡嗡作响，未读消息堆满屏幕。揉着酸涩 的双眼，喉咙也像被砂纸划过般干涩，前一晚的记忆碎片突然就开始在脑海中闪回了——从舞池中伴着Techno音乐的尽兴热舞， 到洗手间里对着马桶干呕的狼狈，再到出租车后座 ...

Core Insights - The "2025 Huairou Village Coffee Life Gathering" was held in Huairou District, Beijing, featuring five main segments including coffee exhibitions and cultural events, attracting over 50 brands [1][2] - The event marks the launch of a series of cultural activities along the Great Wall, aimed at promoting rural revitalization and enhancing regional cultural tourism [1] - The "Third Huairou 'Village Coffee' Competition" was initiated to build a high-standard platform for professional skills in the coffee industry, contributing to talent development [1] Industry Development - Huairou District has cultivated a robust rural coffee industry, with over 90 "village coffee" brands established across 12 towns, creating unique consumer experiences [2] - The local coffee industry has significantly enhanced the rural consumption atmosphere, showcasing the lifestyle associated with Huairou [2] - The introduction of innovative products like the "Tea Coffee Cold Brew" reflects the blending of Eastern and Western beverage cultures, highlighting the region's creative approach to coffee [1]

【星巴克推"非咖"战略应对竞争，业绩承压下市场前景待察】前不久，星巴克中国在战略发布会上提 出"非咖"概念，指咖啡以外的现制饮品，包括星冰乐、冰摇茶、茶拿铁。其战略定位高，被视为向"全 时段饮品服务商"转变的尝试，但在国内咖啡行业冲击有限。 中国茶饮与咖啡赛道竞争激烈，边界渐 消。茶百道等茶饮品牌布局咖啡，瑞幸等咖啡连锁拓展副业。星巴克"非咖"是对产品线的重新归类，瑞 幸此前已采取双线策略并推动"咖啡茶饮化"。 从生意角度看，覆盖全时段可提升单店坪效，渗透更多 场景优化客单。同时，瑞幸价格战压缩利润，促使品牌寻找高溢价新品类，茶饮产品有优势。 今年星 巴克全球高频调整，推出"回到星巴克"转型计划，挖角数字营销专家。中国市场人事更迭，王静瑛退 休，还出现"关店潮"与"降价"现象。 星巴克多款产品降价，是首次主动直接下调价格。今年上半年累 计净利润同比减少35%，最新季度净收入微增1%，净利润缩水一半，中国区同店交易量增长4%，客单 价下滑。 本土咖啡品牌瑞幸发展迅猛，新品推出快、联名营销强，"每周9.9元"活动拉低价格锚点。其 门店数多、单店日均销量高，挤压星巴克，倒逼其下沉。 星巴克推出"非咖"是业务下沉表现 ...

Core Viewpoint - Starbucks has initiated a price reduction on several non-coffee beverages, which has led to mixed sales performance across its stores, indicating a strategic move to penetrate lower-tier markets while facing challenges in boosting overall sales without reducing coffee prices [1][5]. Group 1: Sales Performance - Some Starbucks locations have reported a significant increase in sales following the price cuts, with certain non-coffee drinks like the Ice Shaken Red Plum Blackcurrant and Tea Latte experiencing high demand, leading to stock shortages [2][3]. - In contrast, other stores have not observed a notable change in sales, with coffee products remaining the primary revenue source for these locations [2][3]. Group 2: Pricing Strategy - The price reduction, which is the first in 25 years, affects dozens of non-coffee beverages with price cuts ranging from 2 to 6 yuan, and the actual discount can be more substantial when combined with promotional offers [2][5]. - For example, the price of a large Red Tea Latte has decreased from 35 yuan to 29 yuan, and with additional discounts, customers can pay as little as 20.3 yuan [2]. Group 3: Market Challenges - Analysts suggest that without a corresponding price reduction on coffee products, the overall impact on Starbucks' sales will be limited, as non-coffee beverages are not the company's strong suit [5]. - The competitive landscape is intensifying, with brands like Bawang Chaji offering similar "third space" experiences and appealing to consumers who may not prefer coffee, posing a challenge to Starbucks [5]. Group 4: Financial Performance - Starbucks China is at a critical stage of performance improvement, reporting approximately $740 million in revenue for Q2 of fiscal year 2025, a 5% year-over-year increase, with comparable store transactions up by 4% [6]. - In contrast, the first quarter of fiscal year 2025 showed a slight revenue increase of 1% but a 6% decline in same-store sales, highlighting the volatility in performance [6].

Group 1 - The event "Vibrant Qingdao Love in Chengyang Coffee Season" was launched on June 20, featuring coffee as a medium to integrate Korean products and local heritage, with 9 thematic sections and 80 unique booths [1] - The event attracted thousands of consumers from China and South Korea, creating a cross-cultural consumption experience that boosts regional consumer activity and draws in Korean tourists [1][3] Group 2 - The event showcased popular Korean coffee brands, creating an immersive consumption experience with over 60 coffee brands and various activities such as hand-brewed coffee tasting and latte art demonstrations [3] - A carefully designed route connected various Korean-themed consumption experiences, enhancing the integration of coffee culture and tourism resources for Korean visitors [3][5] Group 3 - The opening day featured engaging activities like games and performances, with influencers leading coffee shop visits, highlighting the successful blend of coffee and Korean-style pancakes [5] - The event's timing coincided with the benefits of the visa-free policy for South Korean tourists, emphasizing the local government's focus on attracting international visitors [7] Group 4 - The event is expected to attract around 30,000 visitors over three days, aiming to activate local consumption and showcase Qingdao's openness and vibrancy [7] - Chengyang District plans to leverage its cultural and economic ties with South Korea to create diverse consumption scenarios, enhancing inbound and outbound consumer flows [7]

Group 1: Company Developments - Guyue Longshan stated that its coffee yellow wine product, "Fei Huang Teng Da," is suitable for young consumers and can be consumed in moderation without health concerns [1] - Luckin Coffee's new innovation production center in Qingdao aims to become the largest coffee roasting production base in China, with an expected annual output of 55,000 tons of roasted coffee beans and an annual output value of 3 billion yuan [3] - Baifei Dairy announced plans to establish "Guangxi Baifei Tianrui Dairy Buffalo Breeding Co., Ltd." to develop dairy buffalo breeding, following its recent IPO acceptance on the Shanghai Stock Exchange [4] Group 2: Industry Trends - Cafebreak announced its partnership with the "Su Super" Jiangsu City Football League to enhance brand promotion and fan engagement through various marketing activities [2] - Hu Shang A Yi revealed that the tea beverage market is expected to exceed 400 billion yuan by 2028, with fruit tea and milk tea being the most popular categories among consumers [5]

以下文章来源于金错刀 ，作者张一弛 金错刀 . 科技商业观察家。爆品战略提出者。 作者： 张一弛 来源：金错刀 进入中国 20 多年以来，星巴克终于首次大规模调价 。 前几天，星巴克中国宣布将发力非咖啡饮品市场，为了让中国用户看到自己的诚意，决定"咬牙 降价"： 自 6 月 10 日起，星巴克三大王牌品类——星冰乐、冰摇茶、茶拿铁，共计数十款产品集体降 价，平均价格降幅达到 5 元左右。 ---------------------------------- | 心动价23 快乐到手 | | | --- | --- | | 冰摇茶 ICED SHAKEN TEA BY TEAVANA® | 中元 大 mar 超大 son | | 冰摇红莓黑加仑茶 Blackcurrant Raspberry IST | 23 / 26 / 29 | | 冰摇柠檬茶 Lemon IST | 23 / 26 / 29 | | 冰摇桃桃鸟龙茶 Peach Oolong IST | 29 / 32 / 35 | | 茶拿铁 TEA LATTE BY TEAVANA® IZ | 中:265ml / 大 472ml /超大500ml | ...

云南省商务厅会展经济处副处长 宁剑：我们在国际化方面，有接近1000余家境外企业参展，较上一届提升了近20%。有近120 余家世界500强、中国500强以及行业龙头企业参会，较上一届提升了35%以上。 集中呈现制造业前沿成果与未来趋势 央视网消息：为期6天的第9届中国—南亚博览会6月19日在云南昆明开幕。本届南博会有73个国家、地区和国际组织参会， 2500多家企业参展，覆盖了南亚、东南亚所有国家。从斯里兰卡的红茶到越南的咖啡，从老挝的电动车到缅甸的光伏板，南博会已 经成为一扇透视中国与南亚、东南亚经贸合作走向的窗口。 国际化持续升级 专业馆占比近70% 本届南博会由斯里兰卡担任主题国，泰国担任特邀伙伴国。16个展馆中，专业馆占比近70%，包括制造业馆、绿色能源馆、咖 啡产业馆、中药材产业馆等，集中展示中国与南亚、东南亚国家有经贸合作潜力的先进制造、清洁能源、现代农业等。 南博会拓展中国与南亚国家合作新机遇 本届南博会设置了两个南亚馆近800个展位。其中，印度和巴基斯坦的展位最多，均为140个。此外，东南亚馆及境外馆推出各 种特色产品。众多参展商表示，中国庞大的消费市场为南亚、东南亚国家带来巨大的发展机遇。 ...

Core Insights - The article discusses the rising trend of collaboration between beverage brands and popular IPs, particularly focusing on Luckin Coffee's recent partnership with the drama "Chang'an's Lychee" and its impact on sales and marketing strategies [1][5][9] Group 1: Collaboration Trends - Luckin Coffee has seen significant success with its IP collaborations, with the "Chang'an's Lychee" series selling out quickly upon release, indicating strong consumer demand [1][3] - The beverage industry has experienced a surge in collaborations, with Luckin Coffee participating in 25 collaborations in 2024, up from 15 in 2023, and other brands like Nayuki Tea and Heytea also engaging in numerous partnerships [3][4] - The overall tea and coffee industry has conducted over 200 collaborations in 2024, reflecting a trend where new product launches are often accompanied by partnerships with popular IPs [3][6] Group 2: Financial Implications - The costs associated with IP collaborations can be substantial, with IP licensing fees alone reaching tens of millions, contributing to increased marketing expenses for brands like Luckin Coffee, which reported a 63.4% year-on-year increase in sales and marketing costs in Q1 2024 [5][6] - Despite the high costs, successful collaborations can lead to significant revenue boosts, as seen with Luckin's "Sauce Fragrance Latte," which generated over 100 million in sales on its launch day [5][6] Group 3: Market Dynamics - The article highlights a potential shift in strategy from high-frequency collaborations ("volume") to more selective and quality-driven partnerships ("quality"), as brands seek to ensure sustainable engagement and customer loyalty [7][8] - There is a growing concern about the diminishing returns of frequent collaborations, with some consumers expressing indifference towards the partnerships, indicating a need for brands to enhance the overall purchasing experience [6][8]

Group 1 - The 9th China-South Asia Expo and the 29th Kunming Import and Export Commodities Fair has officially opened, featuring over 2,500 enterprises from 73 countries and regions [1][9] - The exhibition area has expanded significantly from 50,000 square meters to 160,000 square meters since its inception in 2013, showcasing diverse products from South Asia and Southeast Asia [1][9] - The event serves as a platform for deepening economic and trade cooperation between China and regional countries, with initiatives like joint research on export capacity with Pakistan and successful seafood projects with the Maldives [3][5] Group 2 - The expo highlights a variety of unique products, including Nepalese cashmere, Afghan carpets, and Indonesian spices, creating a vibrant trade corridor [3][5] - The presence of major global companies and innovative technologies, such as AI robots and smart manufacturing, reflects the growing demand for green transformation in South Asia and Southeast Asia [5][10] - The event has facilitated over 11 billion USD in foreign trade transactions and aims for a trade volume of nearly 200 billion USD between China and South Asian countries by 2024, marking a significant growth of approximately 6.3% annually over the past decade [9][10]