Core Insights - Luckin Coffee has launched a new franchise recruitment plan, targeting 186 cities with over 800 selected premium locations, providing opportunities for aspiring entrepreneurs to quickly open stores [1] - The company has introduced three types of partnership models, including fixed-point new partner franchise, store franchise, and directed point franchise, with the latter showing significant advantages in efficiency and certainty [3] - As of the first quarter of 2025, Luckin Coffee has a total of 24,097 stores globally and approximately 355 million cumulative transaction customers, indicating a strong market presence [5] Company Developments - The directed point franchise model, launched on January 1, 2024, has attracted numerous coffee entrepreneurs, with over 500 directed points passing site selection review and more than 400 stores opened across 229 cities by April 2025 [3] - The company has launched 119 new products in 2024, with nearly 3 billion cups of ready-to-drink beverages sold, showcasing its strong product innovation capabilities [5] - The "Fresh Brew Light Jasmine" drink achieved a record single-day sales of 1.67 million cups in March 2025, highlighting the popularity of its offerings [5] Market Context - The Chinese coffee market is rapidly developing, with the industry scale reaching 313.3 billion yuan in 2024, a growth rate of 18.1% compared to the previous year [8] - Per capita annual coffee consumption has increased to 22.24 cups, a 33% rise from 2023, indicating a growing consumer interest in coffee [8] - Luckin Coffee's strong product and supply chain innovations provide reliable support for its franchise partners, enhancing its competitive position in the market [8]

之所以能够在激烈的市场竞争中大胆加码补贴政策，与其自身的诸多优势密不可分。首先，咖啡饮品属于高频刚需品类，复购率极高。随着消费升级的推 进，现制咖啡逐渐成为市场主流，库迪咖啡精准把握了这一趋势；其次，库迪咖啡始终高度重视原材料品质，通过自建供应链确保了稳定的供应，高品质咖 啡的形象已深入人心；再者，库迪咖啡单价较低，在同样的补贴金额下，消费者对其价格优势的感知最为明显，补贴效果也最佳。 此外，库迪咖啡拥有超过1万家门店，实现了全国范围无盲点覆盖，从一线到五线市场均有布局。这使得总部一旦与平台谈定合作，就能在全国范围内迅速 起量，这种强大的渠道优势在全国范围内都实属罕见。最后，库迪咖啡长期坚持9.9元无套路的价格策略，在外卖平台补贴后，到手单价更低，消费者能够 清晰地感知到其性价比，对品牌的认可度也随之不断提高。 【环球网财经综合报道】最近如火如荼的外卖大战中，一个有趣的现象是：所有外卖平台都不约而同地将奶茶和咖啡作为补贴的排头兵。随着平台纷纷升级 补贴策略，加之外入夏后消费者对饮品需求的激增，整个行业呈现出一片火热景象。 据媒体报道，自从京东发券，库迪咖啡门店业绩环比、同比均有显著增长，库迪联营商也因此被戏称 ...

培育中的"德热6号"种苗。 德宏热作所苗圃内咖啡树上的小花。 曹再会摄 本报记者 张 驰摄 李锦红（左）与白学慧查看咖啡树生长情况。 曹再会摄 习近平总书记考察云南时指出，"云南咖啡还是代表着中国的"。云南咖啡种植面积和产量均占全国的 98%以上，2024年出口量达3.25万吨，同时形成了从种植、加工到体验、消费的咖啡全产业链条。产业 兴旺背后，离不开种质资源的培育。近日，本报记者走进云南省德宏热带农业科学研究所，记录科研人 员选育咖啡良种、创新田间管理、对接技术需求的生动故事。 ——编 者 "在海拔1650米的高原咖啡馆喝咖啡是一种什么样的体验？"近日，位于云南临沧沧源佤族自治县的秋珀 庄园咖啡基地，吸引了不少年轻游客前来打卡。 基地内，咖啡树开满了星星点点的白色小花；咖啡厅里，游客正在专注地手磨、冲泡秋珀庄园生产的咖 啡。"咱们喝的，是云南本地的咖啡品种，叫'德热'系列。味道怎么样？"庄园负责人赛敏一边招呼游客 王静敏（左）与同事挑选种苗。 曹再会摄 一边介绍。 "从'种子'到'杯子'，游客可以了解到咖啡生产的全流程。"赛敏说，"云南咖啡越来越有名，我们的庄园 也借势发展。说起来，这一切都离不开德宏热作所 ...

Core Viewpoint - Kudi Coffee has announced an extension of its current store subsidy policy until December 31, 2028, and introduced a new subsidy for "high rent, low cup volume" stores to lower the barriers for franchisees and accelerate market cultivation [2][5]. Subsidy Policy Details - The new subsidies include a training subsidy for stores in lower-tier markets, with specific support based on daily sales volume. For stores selling fewer than 40 cups daily, the subsidy per cup is increased by 2 yuan, reaching a total of 11.9 yuan. For sales between 40-70 cups, the subsidy is 1.5 yuan, totaling 11.4 yuan. No subsidy is provided for sales above 130 cups, as this is near the breakeven point [3][4]. - For high-rent locations, stores with monthly rents between 15,000 and 20,000 yuan receive an additional 1 yuan per cup, totaling 10.9 yuan. For rents between 20,000 and 25,000 yuan, the subsidy is 1.5 yuan, totaling 11.4 yuan. Stores with rents above 45,000 yuan receive a 4 yuan subsidy, totaling 13.9 yuan [4]. Market Strategy - Kudi aims to penetrate lower-tier markets where coffee consumption habits are not fully developed. The strategy of "compensating quantity with price" lowers the profitability threshold for franchisees, allowing them to establish a foothold in low-frequency consumption areas [5]. - The company also encourages franchisees to open stores in core business districts, enhancing brand exposure and creating synergistic effects for surrounding stores, thereby increasing overall market penetration [5]. Operational Model - Kudi has introduced a management model in certain regions, allowing franchisees in major cities to apply for management services for a fee of 1% of store revenue. This reduces operational complexity for franchisees, enabling them to focus on market expansion rather than daily management [5]. Sales Performance - Kudi's sales surged recently, with a reported tenfold increase in orders on the Ele.me platform within 24 hours of launching on Taobao Flash Sale, making Kudi the top coffee brand on the platform [5]. Sustainability Challenges - The sustainability of Kudi's subsidy policy is questioned, particularly regarding the potential conflict between reliance on subsidies and profitability goals. For instance, a store selling 40 cups daily could receive over 200,000 yuan in subsidies annually, leading to potential annual subsidy expenditures exceeding 5 billion yuan if half of the targeted 50,000 stores require support [6]. - Concerns also arise about the diminishing marginal returns of the subsidy policy and whether consumer demand in lower-tier markets can sustain high subsidy levels. Additionally, the risk of price wars due to high-rent subsidies may pose future challenges for Kudi [6].

Core Viewpoint - The article highlights the significant growth potential of the Yunnan coffee industry, driven by rising bean prices and increasing domestic consumption, positioning Yunnan as a key player in the global coffee market [2][5][11]. Price Trends - Yunnan coffee bean prices have reached historical highs, with current average prices around 66 yuan per kilogram, compared to 2-3 yuan per kilogram from 2000 to 2008 [4]. - Specific varieties like Yunnan Guizha have seen prices rise to 800-1600 yuan per kilogram, while other varieties range from 60 to 260 yuan per kilogram [4]. Market Demand - The demand for coffee in China is rapidly increasing, with a projected annual growth rate of 12.69% from 2020 to 2024, significantly outpacing the global average of 0.09% [8][9]. - By 2024, China's coffee consumption is expected to reach 345,900 tons, indicating a supply-demand imbalance as Yunnan's production is insufficient to meet this demand [8][9]. Import and Export Dynamics - China's coffee net imports have surged by 130,800 tons from 2020 to 2024, with a compound annual growth rate of 65.7%, highlighting the reliance on imports to satisfy domestic needs [11]. - In 2024, Yunnan's coffee exports are projected to reach 38,892.90 tons, a 294.55% increase, with a significant rise in the export of processed coffee products [12]. Quality and Branding - Yunnan coffee is primarily known for its Arabica variety, which is favored for its quality, and there is a growing recognition of Yunnan's specialty coffee in international markets [5][13]. - The shift from exporting raw beans to processed coffee products is evident, with the proportion of raw bean exports decreasing from 78.94% in 2015 to 67.96% in 2024 [12]. Future Outlook - The article suggests that with the right strategies, Yunnan coffee can capture a larger share of both domestic and international markets, especially in Southeast Asia [14]. - The potential for Yunnan coffee to become a significant player in the global coffee landscape is supported by its quality and the increasing consumer preference for specialty coffee [5][14].

Core Viewpoint - The recent sale of an 1800 RMB coffee at "0566 Coffee Production" in Shanghai has sparked significant discussion, highlighting the trend of high-priced coffee in the market [2][3]. Company Overview - "0566 Coffee Production" operates as a chain with six locations in Shanghai, and the coffee in question is made from Sofia Estate Geisha beans, which are the most expensive offered by the store [2][4]. - The company was established in 2022 and is registered under "0566 (Shanghai) Catering Management Co., Ltd." with a registered capital of 500,000 RMB [4]. Product Details - The 1800 RMB coffee requires advance reservation, and the store has modified its menu to indicate that this item is not readily available [3]. - The store also sells other coffee products, with prices ranging from 50 RMB to 200 RMB for regular espresso and hand-brewed coffee, aligning with the market prices in Shanghai [3][4]. Market Trends - The phenomenon of "sky-high" coffee prices is not unique to this establishment; other cafes in Shanghai and Hangzhou have also introduced similarly priced coffee, such as a 6200 RMB coffee and a 4899 RMB coffee, both made from rare beans [4]. - The trend of high-priced beverages extends beyond coffee, as seen with the juice brand "Wild Mountain," which sold a 1000 RMB olive juice, leading to regulatory scrutiny for false advertising [5].

以下文章来源于螺旋实验室 ，作者螺旋君 螺旋实验室 . 公众情绪瞭望者 来源丨螺旋实验室（ID：spiral_lab） 作者丨铁手 编辑丨坚果 图源丨Unsplash 沉寂已久的外卖江湖，在这个初夏，又再次陷入了火热的战局之中。 继京东美团就"二选一"、商家佣金、骑手福利等问题大打口水仗后，京东还宣布与动画IP猪猪侠联动，刘 强东本人也亲身上阵送外卖，将这场外卖大战再一次送上热搜。 一向波澜不惊的饿了么，也再也无法稳坐钓鱼台，启动了"饿补超百亿"外卖补贴计划，并表示不打竞争 口水仗，"只发真福利"。 此外，阿里还宣布即时零售业务"小时达"正式升级为"淘宝闪购"，消费者在淘宝APP内即可进入"闪购"页 面，链接到饿了么的配送服务。 不仅如此，淘宝闪购还发放了一亿张奶茶免单卡，仅6天时间，饿了么来自淘宝闪购的单日外卖订单量已 经超过1000万单。 几大互联网平台短兵相接，消费者们喜闻乐见地围观这场"神仙打架"，毕竟如今个位数价格的咖啡奶茶 已经不多见，这波羊毛"不薅白不薅"。 不过，外卖大战的高歌猛进，也让本来已经快摆脱价格战的咖啡奶茶品牌再次内卷起来。 对于加盟商家而言，咖啡奶茶的"二次战争"却未必一定是好事， ...

Group 1: Investment and Financing - Pet food brand "Paitexiansheng" completed a $25 million angel round financing, with funds allocated for big data product innovation, efficient supply chain construction, and refined store operations [1] - AI coffee brand WinnCafe secured several million yuan in angel round financing, focusing on integrating AI technology with traditional coffee-making processes [2] - Gaming marketing solution provider Sett raised $15 million in Series A funding led by Bessemer Venture Partners, aimed at enhancing user engagement through AI-driven marketing solutions [3] - "Qianjue Robot" completed several million yuan in financing, with funds directed towards technology research and product iteration [4] Group 2: E-commerce and Strategic Partnerships - Taobao Tmall and Xiaohongshu launched the "Red Cat Plan," enhancing their advertising link and aiming to boost merchant sales by integrating their platforms [5][6] - Xiaohongshu's recent collaboration with Taobao Tmall marks a shift from its previous strategy of building a closed e-commerce loop, indicating a reevaluation of its development positioning [7] Group 3: Consumer Trends and Market Performance - During the "May Day" holiday, Hainan's offshore duty-free shopping reached 510 million yuan, with 79,100 shoppers participating [10] - Douyin's consumption report indicated a significant increase in group buying orders for accommodation and family meals, with hotel and scenic package orders growing by 116% [11] - The national sports equipment market is projected to reach 602.1 billion yuan by 2025, reflecting a 14.2% year-on-year growth driven by increased public interest in sports [12] - The clothing industry in China saw a nearly 23% year-on-year increase in actual investment in the first quarter, surpassing growth in several other popular sectors [13]

Group 1 - The core viewpoint of the articles highlights the challenges faced by middle-class entrepreneurs in the restaurant industry, particularly in coffee shops, tea houses, and bars, which have become less profitable in recent years [3][30]. - A report indicates that nearly 40% of the new middle class in China is seeking career transitions, with a significant increase in entrepreneurship, particularly in the restaurant sector [1][29]. - The restaurant entrepreneurship market is characterized by high fixed costs and low net profits, making cash flow critical for survival [18][31]. Group 2 - Middle-class entrepreneurs often enter the restaurant business not out of necessity but for personal interests or lifestyle aspirations, leading to a disconnect between their expectations and the harsh realities of the market [7][12]. - Many entrepreneurs, like Xiao Yu and An Qi, underestimated the difficulties of running a restaurant, resulting in failures due to a lack of market understanding and overconfidence [10][19]. - The economic downturn has led to a shift towards rational consumption, negatively impacting the restaurant sector, especially those focused on luxury experiences [22][30]. Group 3 - The restaurant industry faces severe competition and market saturation, with many similar establishments diluting customer interest and loyalty [24][28]. - The rise of chain brands has intensified competition, making it difficult for independent shops to survive due to their lack of brand recognition and marketing resources [26][28]. - Despite the challenges, the enthusiasm for restaurant entrepreneurship remains high, driven by ongoing employment issues and workplace pressures [29][30]. Group 4 - The complexity of the restaurant business requires a deep understanding of various operational aspects, from supply chain management to customer service, which many entrepreneurs fail to grasp [31][32]. - The current market environment is particularly harsh for individual entrepreneurs, necessitating a long-term commitment and continuous skill enhancement to succeed [35][36].

咖啡是全球第二大饮品。据统计，全球平均每天约消耗22.5亿杯咖啡。从清晨唤醒都市的第一缕醇香到 横跨五大洲的千亿美元贸易版图，咖啡不仅满足了全球人的味蕾，也在世界经济中扮演着重要角色。 从非洲到世界 关于咖啡的起源，最早可追溯到非洲埃塞俄比亚西南部的古老传说： 公元6世纪的一个傍晚，一位名叫卡尔迪的牧羊少年发现了一种长着宽大叶片和红色果实的植物。他发 现，自家的羊群在吃过这种植物后，会变得兴奋、躁动，即使在夜里也和白天一样精神。后来，他自己 也勇敢地尝试了一下这种植物，结果变得同样精力充沛。很快，这种据称拥有"精神魔法"的神奇果子就 在附近区域流行开来，人们也开始用当地地名"咖法"（Keffa）来称呼它。 当年的"咖法人"或许不会想到，这个以他们家乡名字命名的野果，有朝一日会走向世界，成为在世界经 济舞台上叱咤风云的"黑色黄金"。 公元525年，埃塞俄比亚军队侵入也门，咖啡豆也被士兵带到也门地区，咖啡由此进入阿拉伯世界。阿 拉伯人发现，将咖啡豆煸炒后制作的咖啡饮料拥有独特的香气和更浓郁的味道，于是开始广泛培育、种 植和烘焙咖啡豆。咖啡随即在阿拉伯世界迅速流行起来。阿拉伯人还给咖啡起了一个新名字"qahwa"， ...