瞄准精品塑造特色 又到咖啡丰收季，云南咖啡又红了。近年来，我国咖啡产业规模持续扩大，衍生出多种新业态、新场 景、新趋势。作为云南精品咖啡的代表，保山市以精品化为导向，培育咖啡全产业链条，推动一二三产 业融合发展，交出一份咖啡产业向新提质的优秀答卷。 "云南咖啡还是代表着中国的"。作为我国咖啡主产区，云南省咖啡种植面积达120万亩，年产量逾14万 吨，均占全国的98%以上。昆明海关数据显示，云南咖啡已远销荷兰、德国等34个国家和地区。 进入12月份，云南省保山市迎来了咖啡丰收季。一颗颗饱满的咖啡果挂满枝头，当地村民忙碌地采摘鲜 果，要一直忙到明年三四月份。 保山市是我国咖啡产业化起始地、精品咖啡主产区，经过70多年发展，从一粒种子到一杯咖啡，当地已 形成较为完整的咖啡产业链：智慧化咖啡种植基地、现代化加工工厂、体验丰富的咖啡庄园……种业 端、种植端、加工端、市场端同向发力，品种丰富、品质提升、品牌驱动，保山小粒咖啡正从曾经的原 料供应角色转向世界精品咖啡新玩家。 从一开始选择种咖啡，杨江春瞄准的就是精品化方向。在保山市隆阳区潞江镇辛家山咖啡基地，"香蕉 +咖啡+畜草+中华蜂"立体复合种养模式与其他咖啡基地显著不 ...

云南地处咖啡种植黄金带，目前，云南全省咖啡种植面积超过126万亩，年产量14.6万吨，均占全国的98%以上，是全国咖啡主产区。进入12月份，云南咖 啡也迎来了忙碌的采摘季。今年咖啡市场行情如何？呈现出哪些行业发展新趋势？我们首先跟随咖啡寻豆师，一起去源头看看。 云南省普洱市思茅区南屏镇南岛河村村民刘思玉玥，是一名95后新农人，有过海外留学经历的她，毕业后回到家乡，投入咖啡行业。冬日暖阳下，她带着咖 啡爱好者们一起上山，寻找采摘最好的咖啡果。 云南省普洱市思茅区南岛河村村民刘思玉玥：以前我们采摘豆子是一串地撸下来的，不追求它是红果还是绿果还是黄果，还是浮壳豆、空壳豆。现在不一 样，自己家采摘的工人会比较精挑一些，我们只收全红果。 刘思玉玥告诉记者，经过多年的发展，消费者对咖啡豆子的品质提出了越来越高的要求，很多人会到源头寻豆、找豆、选豆，精准锁定自己的"心头好"。消 费端要求的不断提高，也带动了生产端的发展升级。近些年，咖啡源头价格在稳步上涨，好豆好价的趋势已经非常明显，对于豆子的需求逐渐 从"量"向"质"转变。 云南省普洱市思茅区南岛河村村民刘思玉玥：去年刚开始收的时候，就已经是每公斤5块了，价格一直在涨。去 ...

Group 1: Yunnan Coffee Industry - Yunnan's small coffee beans are entering their busiest harvest season, with a history of over 100 years in coffee cultivation, accounting for over 98% of the country's planting area and output [4] - A coffee estate of 200 acres can harvest approximately 180 tons of coffee fruit annually, with rising prices making coffee fruit a significant source of income for farmers [4] - The introduction of coffee color sorting machines and drying machines has significantly increased the quality and processing rate of coffee beans in Yunnan [8] - A coffee company in Yunnan has upgraded its automated production line, increasing daily processing capacity from over 30 tons to between 100 and 150 tons, with an annual capacity nearing 20,000 tons [10] - Yunnan's boutique coffee estates have become popular tourist destinations, with 14 estates recognized as "Yunnan Boutique Coffee Estates" by 2024, creating new consumption scenarios [12] Group 2: Consumer Trends and Market Growth - The age demographic of coffee consumers has broadened, with foot traffic in coffee shops increasing by over three times, driven by diverse offerings including coffee-related cultural products [16] - During the coffee harvest season, visitor numbers at estates can peak at 3,000, with activities such as picking courses and roasting workshops attracting tourists [14] - The integration of coffee and traditional elements, such as the use of aged tangerine peel (Chenpi) in coffee drinks, has led to innovative products and increased consumer interest [28][32] - The annual total output value of Chenpi has risen from 14.5 billion yuan in 2021 to 26.1 billion yuan last year, with expectations to exceed 28 billion yuan this year [27] Group 3: Technological Advancements in Agriculture - Modern agricultural practices in Chenpi production include the use of green cover crops that can save over 100 pounds of nitrogen fertilizer per acre and lower soil temperature by 2 degrees Celsius [22] - An automated sorting line in a processing facility can handle 16,000 pounds of tangerines daily, processing 2,600 fruits per minute with only one operator, improving efficiency by over five times [24] - A digital traceability system for Chenpi covers nearly 10,000 growers, allowing real-time monitoring of transactions and product origins, enhancing transparency for consumers [25]

近年来，埃塞俄比亚咖啡对华出口以每年27%的速度增长。零关税政策，让"咖啡的故乡"的醇香涌入潜 力巨大的中国市场。埃塞俄比亚咖啡和茶叶管理局副局长沙菲·乌迈尔表示，中国已成为埃塞俄比亚的 第四大咖啡出口市场。在2024/2025财年，埃塞俄比亚向中国出口了超过3.4万吨咖啡，创造了超过2.18 亿美元的收入。 "零关税使我们的咖啡在中国市场极具竞争力。"埃塞俄比亚最大的咖啡生产和出口企业卡辰什公司执行 总裁伊思拉尔·德格表示，自2024年12月以来，公司咖啡产品对中国出口额大幅增加。零关税政策提升 了埃塞俄比亚咖啡的价格竞争力，助力当地咖啡种植户、相关从业者增收致富。"我们计划进一步提高 产量，以满足中国市场的更大需求。"伊思拉尔·德格说。 坐标：埃塞俄比亚奥罗米亚州 "将更多高品质咖啡产品送到中国" 埃塞俄比亚奥罗米亚州古吉地区，晨光穿透茂密的森林，洒在连绵起伏的山丘上。德贝卡咖啡种植园的 农场协调员艾哈迈德·耶曼，正俯身于一片翠绿的咖啡苗圃中，精心照料着咖啡幼苗。"我们希望将更多 高品质咖啡产品送到中国，让更多中国消费者了解、喜爱来自咖啡原产地的独特风味。"艾哈迈德·耶曼 说。 为扩大对最不发达国家单边开 ...

图①：中非班轮"韦立"轮停靠在山东港口烟台港码头。 吕文诚摄（人民视觉） 图②：埃塞俄比亚奥罗米亚州南部的德贝卡咖啡种植园， 新鲜采摘的咖啡豆。 卡辰什公司供图 数据来源：海关总署 制图：汪哲平 为扩大对最不发达国家单边开放，实现共同发展，自2024年12月1日起，中国对原产于同中国建交的最 不发达国家100%税目产品适用税率为零的特惠税率。其中，关税配额产品将配额内关税税率降为零， 配额外关税税率不变。一年来，中非互惠合作持续推进，贸易活力不断迸发。近日，记者分别走进非洲 的种植基地、中国的贸易企业及生产制造企业，观察零关税政策如何带动非洲相关产业发展、丰富中国 消费者的选择。 ——编 者 坐标：埃塞俄比亚奥罗米亚州 "将更多高品质咖啡产品送到中国" 埃塞俄比亚奥罗米亚州古吉地区，晨光穿透茂密的森林，洒在连绵起伏的山丘上。德贝卡咖啡种植园的 农场协调员艾哈迈德·耶曼，正俯身于一片翠绿的咖啡苗圃中，精心照料着咖啡幼苗。"我们希望将更多 高品质咖啡产品送到中国，让更多中国消费者了解、喜爱来自咖啡原产地的独特风味。"艾哈迈德·耶曼 说。 近年来，埃塞俄比亚咖啡对华出口以每年27%的速度增长。零关税政策，让"咖啡的 ...

Core Viewpoint - Yunnan Bourbon Coffee Plantation Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various food and beverage production and sales activities [1] Company Overview - The legal representative of the company is Zheng Xiankun [1] - The company is involved in licensed projects such as beverage production, catering services, food sales, and food production [1] - General projects include coffee bean planting, agricultural product sales, and manufacturing of food and beverage production equipment [1] Business Activities - The company is authorized to engage in food import and export, as well as technology services, development, consulting, and transfer [1] - Additional activities include wholesale and retail of edible agricultural products, initial processing of agricultural products, and the cultivation of nuts and rubber products [1]

Core Insights - The coffee industry in Pu'er, Yunnan, is transitioning from low-priced raw material exports to high-value specialty coffee production, driven by a new generation of educated coffee farmers returning to their roots [1][2][3] - The total output value of the Pu'er coffee industry reached 8.508 billion yuan last year, indicating significant economic impact [3] Group 1: Industry Development - Pu'er coffee cultivation area has reached 679,000 acres, making it a core coffee production area in China [1] - The city is implementing quality improvement measures, including the transformation of low-yield coffee farms and the establishment of a comprehensive service system for the coffee industry [1][3] - The proportion of specialty coffee beans produced in Pu'er has increased to 36.3% [1] Group 2: Market Expansion - Pu'er coffee has gained recognition among domestic and international consumers, with exports to Europe reaching 1,000 tons this year [2] - The city is promoting a new model that combines coffee culture with tourism, creating experiences for visitors to engage with coffee production [2] - Over 20 coffee estates have been established as part of the "coffee estate economy" in the region, enhancing the local tourism brand [2] Group 3: Financial Support - Agricultural Bank of China has launched the "Rural Revitalization·Coffee Loan" series to support the coffee industry, with a total of 721 million yuan disbursed by the end of August this year [3] - The focus is on enhancing the entire coffee industry chain, including cultivation, processing, and sales, to achieve higher quality and efficiency [3]

Core Insights - Brazil is the world's largest coffee producer and exporter, with the southeastern state of Minas Gerais accounting for over half of the country's coffee production [1] - The U.S. has imposed a 40% tariff on Brazilian coffee imports since August, leading many Brazilian exporters to halt U.S. orders and seek new markets [1][2] - Approximately one-third of unroasted coffee in the U.S. comes from Brazil, with imports expected to reach 8.14 million bags in 2024, representing 33% of total U.S. coffee consumption [1] Group 1: Impact of Tariffs - The U.S. tariffs on Brazilian coffee are expected to have a more significant negative impact on American roasters and brands, as they rely heavily on Brazilian imports [2] - Brazilian coffee producers are exploring alternative markets, particularly in China, which has a growing demand for high-quality coffee [2] Group 2: Market Dynamics - Many Brazilian coffee cooperatives have reported a lack of orders for the U.S. market, with most shipments made before the tariffs took effect [2] - Despite the tariffs, demand from Europe and Australia remains strong, alleviating inventory pressure for Brazilian exporters [2] - The coffee bean storage life is up to three years, allowing exporters to wait for better market conditions [2] Group 3: Price Implications - The primary impact of the tariffs has been an increase in coffee prices, prompting calls for dialogue and negotiation between the U.S. and Brazil [2]

Core Points - Yunnan Yunjin Wuliang Coffee Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Zhang Chong [1] Business Scope - The company is involved in food sales, food production, and catering services, which require approval from relevant authorities before operation [1] - General business activities include coffee bean planting, tea planting, retail of edible agricultural products, primary agricultural product acquisition, and sales of agricultural by-products [1] - Additional activities encompass initial processing of edible agricultural products, supply chain management services, internet sales (excluding licensed goods), tourism project planning and consulting, leisure sightseeing activities, and landscaping engineering construction [1] - The company also engages in fertilizer sales, research and development of bio-organic fertilizers, and various technical services including development, consulting, and technology transfer [1] - The company is authorized to conduct road cargo transportation with ordinary freight vehicles of 4.5 tons or less, excluding network freight and hazardous goods [1] - Labor services are also part of the business scope, excluding labor dispatch [1]

Group 1: General Information - The report is "Global Coffee Spot Market Scan - One of the 'Junyan Coffee' Series Reports", dated September 24, 2025, with analysts Zhou Xiaoqiu, Yin Kaiyi, and Li Junyu [1] Group 2: Report Core View - The global coffee production is highly concentrated, while consumption is relatively more dispersed. The end - of - period inventory - to - consumption ratio remains low. China's coffee market is growing rapidly, but its share in the global market is still small [2][3][28] Group 3: Natural Attributes of Coffee Beans 3.1 Natural Attributes of Coffee Trees - Coffee trees belong to the Rubiaceae family. They start bearing fruit in 3 years and enter the prime - bearing period in 4 - 5 years. Commercially, they are usually replanted every 20 - 30 years. In Yunnan, China, the flowering period is from February to July, and the coffee fruits mature from October to December [5] 3.2 Different Coffee Tree Planting Conditions and Yields - There are three main types of coffee beans: Arabica (70 - 75% of global production), Robusta (20 - 25%), and Liberica (2 - 3%). They have different requirements for altitude, temperature, precipitation, and light, and vary in pest resistance, main producing areas, commercial uses, and yields [8][9] 3.3 Coffee Tree Planting Regions - Global coffee tree planting is mainly concentrated in the "coffee belt" between the Tropic of Cancer and the Tropic of Capricorn, where the climate is suitable for coffee tree growth [10] 3.4 Coffee Bean Processing and Consumption Forms - Coffee processing involves multiple steps. Coffee products are mainly divided into freshly - ground, instant, and ready - to - drink types, with freshly - ground coffee growing rapidly [12] Group 4: Global Coffee Market Overview 4.1 Global Coffee Production - USDA predicts that the global coffee production in 25/26 will be 10.72 million tons, with the top 5 producers accounting for 73.49%. Production has increased for three consecutive years, with a 2.46% year - on - year increase in 25/26 [15] 4.2 Global Coffee Consumption - The global coffee consumption is relatively more dispersed than production. USDA predicts that the global consumption in 25/26 will be 10.16 million tons, with the top 5 consumers accounting for 59.92%. Consumption is expected to increase by 1.71% year - on - year in 25/26 [19] 4.3 Global Coffee Trade - Over 80% of coffee production is for export, and exports are highly concentrated. USDA predicts that the global coffee export in 25/26 will be 8.91 million tons. The top 5 exporters account for 65.18%. The import concentration is relatively more dispersed [23][25] 4.4 Global Coffee Supply - Demand Balance - The global coffee end - of - period inventory - to - consumption ratio remains low. USDA predicts that in 25/26, production will be 10.72 million tons, consumption 10.16 million tons, and the end - of - period inventory 1.37 million tons [28] Group 5: Chinese Coffee Market Overview 5.1 Chinese Coffee Production - USDA predicts that China's coffee production in 25/26 will be 114,000 tons, accounting for 1.06% of the global total. 98% of China's coffee is produced in Yunnan, mainly in Pu'er, Baoshan, Xishuangbanna, and Dehong [31] 5.2 Chinese Coffee Consumption - China's coffee consumption market is growing rapidly, and the industry concentration is increasing. However, its share in global coffee consumption is still low. USDA predicts that China's apparent coffee consumption in 25/26 will be 350,000 tons, accounting for 3.45% of the global total [34]