点击报名 ▲科学出海 中国5月CPI同比下降0.1% 6月9日，国家统计局公布数据显示，2025年5月份，全国居民消费价格指数（CPI）同比下降0.1%，环比下降0.2%。同比数据中，城市持平，农 村下降0.4%；食品价格下降0.4%，非食品价格持平；消费品价格下降0.5%，服务价格上涨0.5%。1—5月平均，全国居民消费价格比上年同期下 降0.1%。 2025年5月份，全国工业生产者出厂价格指数（PPI）同比下降3.3%，环比下降0.4%；工业生产者购进价格同比下降3.6%，环比下降0.6%。1— 5月平均，工业生产者出厂价格和购进价格比上年同期均下降2.6%。（国家统计局官网） ｜点评｜ 中国5月CPI继续保持低位运行，国内需求回暖的速度相对较慢。5月包括汽油、燃油等能源价格走低，与"五一"假期居民出行意愿提 升，机票、旅游价格修复相抵消。除了部分"国补"涉及的行业外，多数消费品行业需求仍有待提振。值得注意的是，由于国内居民收入端增长 有限，购买享受"国补"的家电等产品后，对其他消费品的消费意愿就会有所降低，形成此消彼长的关系。 5月国际原油价格以及国内煤炭价格双双走弱，带动PPI继续走低。国内PPI近两 ...

Group 1 - The first second-hand multi-category circular warehouse store "Super Turn" opened in Beijing, covering over 3000 square meters and offering a variety of second-hand products, marking a strategic move by the company in a competitive second-hand market [1] - The AI startup SiliconFlow completed a Series A financing round of several hundred million yuan, led by Alibaba Cloud, indicating its growth potential and industry value as it lowers the barrier for developers to use advanced AI models [2] - Kudi Coffee signed a strategic cooperation memorandum with the Rwandan Ministry of Agriculture to invest in a coffee plantation, which includes various demonstration parks, leveraging Rwanda's quality coffee resources for competitive advantage [3] Group 2 - ProLogis announced the operation of an energy storage project tailored for Shentong Express, with a total capacity of 2.75MW/5.83MWh, marking a significant step in energy optimization within the logistics industry [4] - The collaboration between ProLogis and Shentong Express aims to provide comprehensive energy services across the country, reflecting a forward-looking approach in response to rising electricity costs and stricter environmental requirements in the logistics sector [4]

Core Viewpoint - Starbucks China has announced a collective price reduction for several non-coffee beverages starting June 10, with an average price drop of 5 yuan, reaching a minimum price of 23 yuan, marking the first systematic price cut for non-coffee drinks, reflecting significant changes in the Chinese coffee and tea market [1][26] Market Pressure and Consumer Behavior - Structural changes in the consumer demographic are reshaping consumption logic, with a projected 13 million college graduates by 2025 facing limited job opportunities, leading to income disparity and a decline in Starbucks' traditional customer base [3] - Starbucks' average transaction price has declined for eight consecutive quarters, with a 6% drop in same-store sales in Q1 2025 and a drastic reduction in transaction volume growth from 48% in 2023 to just 4% [3] Competitive Landscape - Local brands like Luckin and Kudi are leveraging supply chain efficiency to restructure pricing, with Luckin achieving a stock turnover of 18 days and a single-cup cost of 10.16 yuan, while Starbucks faces higher operational costs due to insufficient local production capacity [5] - Starbucks' same-store average price is expected to drop by 8% in 2024, with comparable transaction volume decreasing by 6%, creating a negative cycle of declining volume and price [5] Brand Positioning and Strategy - The brand's premium image, established through the "third space" model, is deteriorating as new store expansions face rental pressures and reduced foot traffic, leading to a retreat from prime locations [6] - Starbucks' pricing strategy has shifted to a dual-track approach, maintaining a premium price range of 30-40 yuan for coffee while offering non-coffee drinks at 23-35 yuan to attract a broader market [11] Cost Management and Supply Chain - Starbucks is working on localizing its supply chain to reduce costs, achieving over 90% local sourcing, but still faces a 30% higher single-cup cost compared to competitors [12] - The company plans to reduce store sizes and increase the use of self-service kiosks to lower operational costs [12] Short-term Gains and Long-term Risks - Initial results from the price reduction show a 30% increase in non-coffee drink sales in the first week, with a significant rise in younger consumers, but the loyalty of price-sensitive customers remains low [15] - The price cut has led to a loss of some high-end customers, with 22% of Starbucks Gold Card members feeling the brand has lost its premium appeal [16] Profitability Challenges - Following the price reduction, Starbucks' operating profit margin has decreased from 18% to 15%, nearing the breakeven point, necessitating strategies to enhance member spending and increase sales of high-margin products [19] - Future strategies include transforming stores into community spaces and deploying AI for inventory management to improve operational efficiency [20] Cultural and Product Localization - Starbucks is introducing localized products and plans to collaborate with cultural heritage IPs to enhance brand appeal while being cautious of over-localization that may dilute brand identity [23]

Core Viewpoint - Starbucks has announced a significant price reduction on its non-coffee beverages, aiming to enhance its market competitiveness in response to aggressive pricing strategies from competitors like Luckin Coffee and Kudi [2][15][32] Group 1: Price Reduction Details - Starting June 10, Starbucks will reduce prices on several non-coffee products, including Frappuccinos, iced teas, and tea lattes, with an average price drop of 5 yuan [2][3] - For example, the price of a large Matcha Frappuccino will decrease from 33 yuan to 28 yuan, iced raspberry blackcurrant tea from 31 yuan to 26 yuan, and red tea latte from 35 yuan to 30 yuan [10][11] - This marks Starbucks' first large-scale direct price adjustment for non-coffee categories in recent years [3][9] Group 2: Strategic Intent - The price reduction is part of Starbucks' strategy to create an "all-day service scenario" with a focus on "morning coffee, afternoon non-coffee" offerings [4][28] - Starbucks aims to meet diverse customer needs across different times and scenarios by enhancing its product matrix in the non-coffee segment [6][7] - The company will evaluate customer feedback to determine future promotional activities, indicating a flexible approach to pricing based on market response [12] Group 3: Market Context - The coffee and tea market in China has become increasingly competitive, with brands like Luckin Coffee and Kudi employing aggressive low-price strategies [15][17] - Historical data shows that Starbucks' average transaction value has declined for eight consecutive quarters, prompting the need for a price adjustment [18][19] - The introduction of low-priced products by competitors has pressured Starbucks to respond with its own pricing strategies to maintain market share [15][30] Group 4: Financial Performance - In its Q2 2025 financial results, Starbucks China reported approximately $740 million in revenue, a 5% year-over-year increase, with comparable store transactions rising by 4% [22][23] - As of the end of Q2, Starbucks had 7,758 stores in China, covering over 1,000 county-level markets, indicating a strong market presence [25]

以下文章来源于凤凰网科技 ，作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号，带你直击真相。 在库迪咖啡工作的小余，最近很忙。 门店营业的时间是9点40，她至少要提前半个小时进行开店准备。待到接单外卖的机器开始运 作，小余便开始了一天的工作。 摘要： 低至 2.9 元一杯的咖啡，让库迪在外卖平台爆单。对库迪而言，这当然是一件喜事。但对 于经销商和店员而言，日子就没那么好过了。有咖啡师称，猛干一天，人已麻木。 凤凰网《风暴眼》 出品 作者｜边程 编辑｜ 董雨晴 3月份开始，京东掀起了一场外卖大战，单杯冰美式价格降至1.68元，小余门店里的单量直接上 升至日均500杯的水准。对于同时段只有两个人的店中店来说，500杯的日单量确实"忙不过 来"。 小余还记得最忙的那天，早上是两个人在岗，晚上闲时留了一个人，但仍旧没能顶住一天700 杯的单量。"我从9点40开始吭哧吭哧，直到外卖小哥问了我一句吃饭了吗，我才发现天居然都 黑了。" 即便连续三个小时没离开柜台，小余的外卖面单还是铺满了整个桌面，"没时间去厕所"。 截至目前，库迪在京东上的累计销量已突破4000万单，5000万预计只是时间问题。随着暴涨的 单量，京东平 ...

近日，艾瑞咨询基于对功能性咖啡行业的深度研究与技术分析，正式授予墨客咖啡（ MOCK）"中 国双燃配方冻干管理咖啡开创者"认证。该认证聚焦产品工艺创新、配方科学性与行业影响力等维 度，通过严谨的桌面研究及成分分析，充分肯定墨客咖啡在推动功能性咖啡品类升级中的里程碑意 义。 行业升级：科技驱动功能性咖啡进入 "双燃"时代 随着健康消费需求的爆发式增长，功能性咖啡赛道迎来结构性升级机遇。艾瑞咨询研究显示，中国 速溶咖啡市场规模已突破 785.8亿元（2023年），年均增速稳定在6%以上。其中，兼具代谢激发与 减脂功效的"双燃配方冻干咖啡"成为高端细分市场的核心增长引擎。这一趋势源于三大驱动力： 健康诉求升级： 年轻消费群体对体重管理、代谢调节的需求显著提升， "一杯多效"产品成为新刚 需。 技术革新突破： 冻干工艺在保留咖啡天然风味的同时，大幅提升活性成分留存率，为功能化升级 奠定基础。 行业规范完善： 政策对食品安全追溯与功效验证的严格要求，推动市场向科学化、标准化发展。 在此背景下，墨客咖啡凭借对冻干技术与功能性配方的深度融合，率先定义 "双燃咖啡"新品类， 填补了行业空白。 第一燃（提神燃脂）： 以阿拉比卡 ...

今天(6月9日)，星巴克中国官宣了！多款产品将迎来降价！ 星巴克中国宣布将发力非咖啡饮品市场，打造"上午咖啡，下午非咖"的全天候服务场景。 具体来看，6月10日起，星巴克三大王牌品类星冰乐、冰摇茶、茶拿铁，共计数十款产品将集体迎来调价，以大杯为例，平均价格降幅达 到5元，最低仅需23元就能购买。 6月9日，记者打开星巴克App后发现，部分星冰乐以及冰摇茶产品的价格还没有进行调价。 之前，关于星巴克降价的消息众说纷纭。 多名网友发帖称，星巴克或将降价。 但6月6日，记者随机探访了多地多家星巴克门店后，其中一门店的工作人员表示，不是降价，而且从6月10日开始一个线上的活动。"那 个活动是一个优惠的价格。" 关于具体哪些产品降价以及降价多少，该工作人员表示，目前门店还没有收到通知。 星巴克中国首席增长官杨振表示，"星巴克始终致力于满足顾客在不同时段、不同场景的多样化需求。'非咖'场景下完善的产品矩阵，将 与核心咖啡产品双线并举，让星巴克能够根据不同消费场景、门店类型等因素，打造不同的产品组合与体验，从而更好地满足顾客的多 元需求。" 星巴克非咖产品的降价将是持续性的还是"今夏限时"？ 对此，星巴克中国向记者回应称： ...

华尔街见闻获悉，6月9日，挪瓦咖啡与中商罗森宣布达成合作，挪瓦咖啡正式入驻罗森便利店，并于合 肥上线第一批合作门店。罗森同时推出每周一周四咖啡买一送一、咖啡周卡与四种咖啡套餐组合。 ...

每经记者｜丁舟洋 每经编辑｜张海妮 夏日饮品大战来袭，咖啡龙头星巴克今日（6月9日）宣布在中国市场放大招——发力非咖啡饮品市场，打造"上午咖啡、下午非咖"的全天 候服务场景。 记者了解到，自6月10日起，星巴克三大王牌品类——星冰乐、冰摇茶、茶拿铁的共计数十款产品将集体推出全新夏日"心动价"。以大杯 为例，平均价格降幅达到5元左右。顾客最低仅需23元，就能在星巴克门店享受一杯饮品。 星巴克非咖啡产品的降价将是持续性的还是今夏限时？对此，星巴克中国方面通过微信回应《每日经济新闻》记者："未来，我们将视顾 客反馈，决定后续活动计划。" 在产品创新和营销玩法上，星巴克也将持续发力"非咖"场景。6月17日，星巴克中国将联动迪士尼热门形象"疯狂动物城"，推出3款全新联 名冰摇茶。很快，茶拿铁也将迎来更多全新口味。"6月17日上新的'疯狂动物城'三款主题冰摇茶——星星淘梨冰摇茶、全橙胡闹冰摇茶定 价最低为23元，仲夏蓝调爆珠冰摇茶定价最低为29元。"星巴克中国方面表示。 30多元降到20多元 线上平台先探路 在激烈的茶饮、咖啡竞争中，价格一直是品牌争夺市场份额的重要手段之一。 国金证券今年4月的研报显示，茶饮市场的中端价 ...

2025.06. 09 本文字数：467，阅读时长大约1分钟 咖啡龙头星巴克今日宣布在中国市场放大招——发力非咖啡饮品市场，打造"上午咖啡，下午非咖"的全天 候服务场景。 微信编辑 | 龙王 推荐阅读 马斯克，发文告别 6月10日起，星巴克三大王牌品类——星冰乐、冰摇茶、茶拿铁，共计数十款产品将集体推出全新夏 日"心动价"。以大杯为例，平均价格降幅达到5元左右。顾客最低仅需23元。 星巴克中国首席增长官杨振表示，"'非咖'场景下完善的产品矩阵，将与核心咖啡产品双线并举，让星巴 克能够根据不同消费场景、门店类型等因素，打造不同的产品组合与体验，从而更好地满足顾客的多元需 求。" 另据每日经济新闻，4月30日，星巴克发布2025财年第二季度业绩，星巴克中国的表现无疑成为全公司 一大亮点。 2025财年第二季度，星巴克中国在各项关键财务指标上表现良好，实现营业收入约7.4亿美元，同比增长 5%。与上一季度相比，在各类商圈、不同城市层级、各个营业时段，星巴克中国门店的同店可比交易量 同比攀升，实现4%的增长，同店销售额继续大幅改善。截至第二季度末，星巴克中国门店总数达到7758 家，覆盖超过1000个县级市场。 ...