一封倡议书引发的行业讨论，这封倡议书来自重庆市咖啡行业协会，关于呼吁京东外卖停止"百亿补贴"内卷式竞争的倡议书，据圈内好友评论文章中称，该 倡议书因为某种未知原因删除，但是上游新闻、板扎在线、正北方网等媒体相继报道，并引发大量网络关注和讨论。笔者却想说，格局打开，切勿因小失 大。 监管应维护公平竞争，而非保护特定群体 针对外卖行业竞争中存在的问题，已经由市场监管总局牵头对京东、美团与饿了么等平台企业进行了约谈。其中《人民日报》评论文章认为，此次约谈，既 是纠偏，也是规范，更为行业发展点明方向：合法规范经营，公平有序竞争。摒弃恶性竞争，摆脱无谓"内卷"，真正把经历用于保障消费者、商家与骑手合 法权益，方能更好维护"舌尖上的安全"，实现行业健康发展。 而该倡议书将京东外卖百亿补贴这种常规市场行为，定义为非理性补贴，并且要求后续促销活动向行业公开补贴机制和算法规则等，因为几家地方性咖啡店 无力市场竞争，就开始呼吁并建议等一系列道德大棒来干预市场竞争的自由性。监管的职责是防止垄断，比如当年的"二选一"，而非限制企业通过合法补贴 进入市场，如若因部分商家受损就叫停创新，反而会固化现有利益格局，阻碍行业进步，因为京东外卖 ...

Group 1: Coffee Business Expansion - Zhejiang Petroleum has established a total of 258 coffee business outlets, significantly expanding its coffee service network across highways, urban areas, and counties [1] - The company launched its own brand TIKI COFFEE at 68 gas stations in Taizhou, Huzhou, and Lishui in May, enhancing its coffee service offerings [1] - Marketing activities such as free coffee with fuel purchases are designed to create a synergistic "fuel + coffee" ecosystem [1] Group 2: Health Beverage Innovations - Good Want You has introduced a new series of health drinks featuring red dates, including products like red date eight-treasure tea and red date ginger water [2] - The company is open to consumer suggestions for new products, indicating a commitment to innovation in health-focused food offerings [2] Group 3: Tea Industry Trends - The McKinsey report suggests that the tea industry should focus on "essential quality of life" products, emphasizing the health benefits and inherent value of tea [3] - New tea brands are successfully implementing a "rural encirclement of cities" strategy, targeting lower-tier cities to capture market opportunities [3] - There is potential for developing quality, affordable tea products and creating relaxing tea spaces to cater to health-conscious consumers [3] Group 4: Sustainable Sourcing in Beverage Industry - Heytea has achieved zero pesticide residue in the cultivation of kale, which will be used in its products nationwide [4] - The company has undergone extensive third-party testing, confirming the absence of chemical pesticides and fertilizers in its kale supply [4] - The successful launch of the kale-based beverage has led to a broader application of kale in the new tea drink sector [4] Group 5: Market Outlook for Tea Brands - Everbright Securities has initiated a buy rating for the tea brand Guming, which plans to open 2,000 new stores this year, focusing on provinces like Anhui [5] - The projected net profits for Guming from 2025 to 2027 are estimated at 1.961 billion, 2.356 billion, and 2.761 billion RMB, with corresponding earnings per share of 0.82, 0.99, and 1.16 RMB [5] - The introduction of coffee products is expected to positively impact same-store sales and overall revenue [5]

新华社北京6月6日电 题：第9届中国—南亚博览会亮点前瞻 新华社记者谢希瑶 第9届中国—南亚博览会将于6月19日至24日在云南昆明举办，延续"团结协作、共谋发展"主题。作 为今年中国同南亚国家重要的经贸交流活动之一，本届南博会有哪些亮点？近年来，中国与南亚国家经 贸合作势头怎样？国务院新闻办公室6日举行新闻发布会，介绍有关情况。 商务部副部长鄢东表示，近年来，中国同南亚国家深化各领域务实合作，经贸往来保持良好发展势 头。 看贸易合作，稳中有进。2024年中国和南亚国家贸易额接近2000亿美元，十年间实现翻番，年均增 长率约6.3%。中国连续多年成为巴基斯坦、孟加拉国等国最大贸易伙伴。 "2013年至今，从'南亚国家商品展'到如今的南博会，云南与南亚东南亚等周边国家的贸易往来愈 发密切，合作领域持续拓展。"云南省副省长刘勇说。 据介绍，从今年起，南博会将固定于每年6月举办，会期6天。与往届相比，本届南博会有哪些亮 点？ 云南省商务厅厅长李朝伟介绍，本届南博会由斯里兰卡担任主题国，并邀请与中国建交50周年的泰 国担任特邀伙伴国。设置两个南亚馆近800个展位，其中印度和巴基斯坦展位数量最多，均为140个。 此外，还 ...

在"专业化"方面。云南深化"综合展、专业办"的模式，设置制造业馆、绿色能源馆、咖啡产业馆、中药 材产业馆等11个专业馆，专业馆占比近70%，集中展示我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。随着南博会的影响力和传播力持续增强，本届南博会已吸引境内外近1000 余家专业采购商报名，涵盖南亚、RCEP成员国及欧洲、美洲、非洲等31个国家和地区。除组织采购商 与参展商面对面交流洽商外，还精心策划了6条产业考察路线，推动经贸合作交流取得实效。还设置 了"贸易无忧平台"，提供国际市场开拓、综合贸易服务、外贸政策咨询等一站式解决方案。 在"市场化"方面。本届南博会以市场为导向，首次实现全面市场化运作。为充分宣传推广南博会，在全 国全省范围内招商路演，今年1月来自9个国家的驻华使节和80余家机构、企业代表参加了南博会北京推 介会。云南省商务厅与中国食品土畜进出口商会、中国机电产品进出口商会、中国农业机械流通协会、 中国连锁经营协会，以及境外商协会、云南异地商会等开展合作，并充分发挥云南驻外商务代表处招商 作用，广泛邀请境内外企业参展参会。 中新网 6月6日电 国新办6日举行新闻发布会，介绍中国与 ...

Core Viewpoint - The meeting emphasized the importance of enhancing the Hunan Free Trade Zone's capabilities in institutional innovation, foreign trade competitiveness, industrial support, and environmental attractiveness to contribute to the development of an inland reform and opening-up highland [4][5]. Group 1: Meeting Overview - The construction work meeting for the Changsha area of the Hunan Free Trade Zone was held on June 5 [3]. - The meeting was chaired by Wu Guiying, the Secretary of the Provincial Party Committee, who highlighted the need to implement the strategic elevation of the free trade zone [5]. Group 2: Achievements and Responsibilities - This year marks the fifth anniversary of the Hunan Free Trade Zone, which has been responsible for testing systems for the nation and promoting local development [4]. - The Changsha area has continuously explored and innovated to support the strategic positioning of "one industry, one park, one corridor" [4]. Group 3: Strategic Goals and Initiatives - The Changsha Free Trade Zone aims to enhance institutional innovation, foreign trade competitiveness, industrial support, and environmental attractiveness [5]. - Key initiatives include promoting bonded maintenance outside the comprehensive bonded zone, new-type barter trade management, and improving foreign trade policies [5]. - The focus will also be on strengthening the equipment manufacturing industry, developing the coffee industry, and enhancing the biopharmaceutical sector [5]. Group 4: Organizational Support - There is a call for strengthening organizational guarantees, clarifying responsibilities, and coordinating efforts to build a team knowledgeable in trade, industry, capital, and market [5]. - The goal is to create a strong synergy to promote the high-quality development of the Changsha Free Trade Zone [5].

瑞幸咖啡及行业更新：饮茶 or 喝咖啡？20250605 摘要 瑞幸咖啡通过产品创新（如轻乳茶、柠檬茶）和短期促销活动（如五块 六、五块九）保持竞争力，新品对夏季门店销售有明显拉动作用，且不 影响咖啡交付效率。 瑞幸咖啡开店速度超预期，高线城市与低线城市的新开比例约为六四开， 表明高线城市用户教育和消费频次持续向上，预计全年开店数量将超过 年初指引。 外卖业务显著推动了瑞幸咖啡及整个餐饮行业的发展，尽管平台补贴减 少，但品牌通过增加自身补贴维持门店实收增长，瑞幸咖啡外卖订单占 比已接近 30%。 咖啡期货价格波动对成本端产生影响，但近期阿拉比卡咖啡期货价格回 落，且公司签订采购大单并推出高利润率新品，有助于缓解成本压力并 改善毛利。 茶饮品牌在外卖平台表现良好，普遍有较高的外卖占比，受益于外卖平 台补贴。蜜雪冰城和茶百道等品牌积极参与外卖活动，门店数量和同店 销售额均呈现增长趋势。 Q&A 请介绍一下瑞幸咖啡最近的经营状况和发展趋势。 根据我们的跟踪观察，瑞幸咖啡的同店数据和开店节奏均表现良好，超出预期。 具体来说，同店数据环比和同比均有所改善。虽然具体数据不便透露，但从第 三方数据和专家分析来看，这一趋势得 ...

Core Viewpoint - The coffee industry is facing a significant price war driven by aggressive subsidies from delivery platforms, leading to unsustainable pricing and potential long-term damage to local coffee brands [3][6][32]. Group 1: Price War Dynamics - The coffee price war has resulted in prices dropping below 6 yuan per cup, with extreme cases as low as 2 yuan, making coffee cheaper than bottled water [2][15]. - The average cost of a cup of coffee for major brands like Luckin and Kudi is approximately 10.16 yuan and 9.55 yuan respectively, indicating that current prices are well below cost [17]. - The market share of national chain coffee brands has increased from nearly 80% to over 90% from early April to late May 2025, significantly impacting local brands [19]. Group 2: Impact on Local Brands - Local coffee brands are struggling under the pressure of the price war, with many unable to sustain operations, leading to calls for an end to irrational subsidies [3][5]. - The Chongqing Coffee Association has highlighted that the ongoing price competition is harming local brands' market share and innovation capabilities, with a reported 12% decline in online transaction amounts year-on-year [3][5]. - If the current situation persists, it is expected to adversely affect the livelihoods of more industry workers and the long-term health of the coffee sector [5][6]. Group 3: Consumer Behavior and Market Trends - The aggressive pricing strategies have altered consumer perceptions, with a heightened sensitivity to coffee prices, making it unlikely for consumers to support higher-priced local brands [20][28]. - The coffee market in China has seen a shift towards a more mature consumer base, with an average consumption of 300 cups per year in major cities, indicating potential for growth if pricing strategies stabilize [34]. - The focus on low prices has led to concerns about product quality and sustainability, with reports of diluted flavors and inconsistent product offerings [37][38]. Group 4: Future Outlook - The current price war is viewed as a short-term strategy that may not be sustainable, as it undermines the profitability and operational viability of coffee businesses [21][23]. - There is a growing recognition that the industry must shift from price competition to quality and service differentiation to foster a healthier market environment [36][42]. - Regulatory bodies are beginning to address the issues arising from the price war, indicating a potential shift towards more sustainable competitive practices in the future [38].

Core Viewpoint - The coffee market is experiencing a price war driven by significant subsidies from delivery platforms, leading to prices lower than bottled water, which has attracted a large number of consumers [1][2][6]. Group 1: Market Dynamics - Major platforms like JD.com and Taobao are offering substantial discounts, with prices for various coffee products dropping to as low as 1.68 yuan from original prices around 15.99 yuan [2][5]. - The "100 billion subsidy" initiative has resulted in a surge in orders, with Kudi Coffee reaching over 10 million orders in a single day, and some regions seeing a 200% increase in milk tea delivery compared to the previous year [2][4]. Group 2: Company Strategies - Kudi Coffee has reported a significant increase in sales, with daily orders reaching 400 cups, attributed to the ongoing subsidy campaigns [4]. - Luckin Coffee has also responded to the price war by offering limited-time coupons, reducing prices from 9.9 yuan to 6.9 yuan, which has led to increased sales both for delivery and in-store orders [5]. Group 3: Cost Management - Leading coffee brands are focusing on cost control from the supply side to maintain profitability despite lower prices. For instance, Luckin Coffee has built its own roasting factories, reducing roasting costs by 20%, while Kudi Coffee has partnered directly with coffee bean producers to lower costs by 25% [6]. - The current price reductions are primarily due to external subsidies rather than self-imposed price cuts by brands, indicating that quality is likely to remain stable [6].

Financing and Investment - Shenzhen Photon Leap Technology Co., Ltd. has completed several hundred million yuan in angel round financing, with funds primarily allocated for AI imaging algorithm development, global expansion, and smart hardware product mass production preparation [1][3] - Shanghai Lin Qingxuan Biotechnology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with a revenue growth from 691 million yuan in 2022 to 1.21 billion yuan in 2024, representing a compound annual growth rate of 32.3% [5] Mergers and Acquisitions - Anta Group has announced the completion of the acquisition of German outdoor brand Jack Wolfskin, enhancing its competitiveness in the professional outdoor sports sector [8] - Neo Investment Partners is exploring potential investors for the luxury leather brand Valextra, considering an exit from its investment since holding approximately 60% of the brand since 2013 [11] Product Launches and Brand Strategies - Luckin Coffee has launched a new product, the Feather Light Fruit and Vegetable Tea, priced at 9.9 yuan per large cup, aiming to align with the growing health-conscious consumer demand [13] - Antonia has opened two new flagship stores in China, marking a significant milestone in its Asian market strategy [16] Data Security and Brand Reputation - Cartier has confirmed a data breach affecting customer information globally, highlighting the need for luxury brands to enhance their data protection mechanisms [18] Executive Appointments - Nike has appointed former McDonald's executive Michael Gonda as the new Chief Communications Officer, effective July 7, as part of a significant executive committee overhaul [20] - Kizik has appointed Gareth Hosford, a former Nike executive, as its new CEO, aiming to lead the brand into a new phase of omnichannel expansion [23] - Dr. Martens has appointed Paul Zadoff as President of the Americas market, bringing over 30 years of leadership experience to drive growth and profitability [25][26]

甜啦啦印尼十店同开 近日，新茶饮品牌甜啦啦在印尼市场再传捷报，端午期间，北苏门答腊省10家新店同步开业，分别坐落 于Ayahanda、HM Joni、Kapten Muslim等地，标志着甜啦啦在东南亚市场的布局进一步加速。截至目 前，甜啦啦在印尼累计签约门店已达127家，覆盖了包括雅加达在内的多个主要城市和地区，品牌影响 力持续扩大。 《新茶饮行业白皮书》显示，2023年至2028年间，东南亚现制饮品市场预计在全球主要市场中增速较 快，复合年增长率有望达19.8%。随着印尼市场的稳步发展，甜啦啦计划在未来几年内进一步深化其在 东南亚地区的影响力，并逐步向北美、欧洲、中东等地拓展。 甜啦啦印尼品牌负责人表示，新店开业取得的成绩是对品牌实力的认可，也是团队辛勤付出的回报。未 来，甜啦啦将继续秉持初心，不断创新产品和服务，让更多国家和地区的人们感受到来自中国的茶饮文 化魅力。 6月5日，茶咖日报主要内容有： 茶颜悦色江苏两城连开 近日，新式茶饮品牌茶颜悦色在江苏市场动作频频。继常州、扬州开业后，南通、泰州也将迎来茶颜悦 色入驻。有数据显示，茶颜悦色在江苏已拥有超过80家门店，成为继湖南、湖北之后的又一重点市场。 ...