如果屏幕前的你正在Foodaily公众号每日发布时间的早八点喝着咖啡看这篇推文，那您的理由或许是"提神""打工人续命"。 随着咖啡行业的快速发展和受众进化，也有很多人表示喝咖啡是因为"享受风味"。 但，咖啡最受欢迎的人设，或许是"减肥水"。 你为什么喝咖啡？ 蝉魔方数据显示，2024年第3季度，"速溶咖啡/咖啡豆/粉"品类（下文以"咖啡品类"指代）在抖音电商平台销售额超12亿元，同比增长超过66.84%；其中， 从销量来看，市场规模最大的成分卖点是0脂、0蔗糖、生酮，低脂、蛋白质能量、益生菌、白芸豆等卖点销量也排名靠前，均和体重管理相关。 赛道热，也有不少品牌靠"咖啡+体重管理"的组合拳销量猛冲，有的品牌成立一年就登上了抖音类目TOP2，大卖1个亿；有的品牌甚至曾在2024年4月单月 销售额破亿…… 咖啡凭什么能挤进体重管理赛道？谁在靠打造咖啡的"减肥水"人设赚钱？ 1 "体重管理神器"，咖啡为什么要走"减肥水"人设？ "每天早餐搭配一杯黑咖啡，这还是跟我的模特闺蜜学的。" "就这杯咖啡，减脂人的救星！有了它每天都更通畅了，甜食碳水脑袋还想身材管理的姐妹也不用担心啦~" "早上来一杯，能抗饿还能避免暴饮暴食。 ...

Core Viewpoint - Puer City, known as the "Coffee Capital of China," is leveraging its unique natural conditions and rich coffee culture to enhance the entire coffee industry chain, contributing to rural revitalization [1][3]. Group 1: Industry Overview - Puer City has a coffee plantation area of 680,000 acres, with 250,000 coffee farmers and over 250 coffee shops, making it the largest coffee production area in China [3]. - The city is focusing on multiple aspects of the coffee industry, including cultivation, processing, and consumption, to improve the quality and efficiency of Puer coffee [3]. Group 2: Cultivation and Processing Innovations - Puer is promoting ecological coffee garden construction to enhance coffee quality, utilizing intercropping with trees to provide shade and pest control [3]. - The introduction of automated processing lines in local coffee companies is increasing production efficiency and product quality [3]. Group 3: Consumer Experience and Product Diversification - Puer is integrating coffee with tourism by establishing over 20 boutique coffee estates and creating coffee-themed parks and streets to enhance immersive experiences [3]. - The city is innovating in the coffee product line by developing unique coffee derivatives, such as yarn made from coffee grounds, which has gained market popularity [4][6]. Group 4: Future Projections and Branding Efforts - For the 2024-2025 coffee season, Puer's coffee bean production is projected to reach 85,000 tons, with a premium bean rate of 36.3% [6]. - Recent initiatives include global project solicitations and logo design competitions to enhance the brand image of Puer coffee [6].

此外，由于OPEC+超预期增产，供应端显得愈发宽松，尤其是到今年下半年，预计原油供应过剩将会 扩大。显然，这一预期面临的风险在于OPEC+再次改变其政策，需要看到那些长期超额生产的成员国 开始遵守配额目标。据报道，哈萨克斯坦正在考虑应对措施以达到配额目标。ING预计，OPEC+在第三 季度将继续执行积极增产政策，与5、6月宣布的增产计划一致。 美国石油协会公布的数据较为乐观。上周，美国原油库存减少了449万桶，而WTI原油交割枢纽库欣的 库存减少了85.4万桶。成品油方面，汽油库存下降了197万桶，馏分油库存增加了224万桶。 荷兰国际集团(ING)发布研报指出，美国与中国经贸高层将在本周末举行会谈的消息推动了油价的反 弹。ING表示，谈判将是贸易紧张局势可能缓和的一个迹象，然而，尽管谈判将有助于改善原油市场的 情绪，但真正提振需求前景还需在降低关税方面取得实质性进展。 在其他大宗商品方面，欧洲基准荷兰TTF天然气期货价格在5月6月上涨了5.51%，为3月中旬以来的最大 单日涨幅。这一涨幅受欧盟计划在2027年底前逐步停止从俄罗斯进口天然气的举措的推动。欧盟的相关 举措包括到2027年底逐步取消长期天然气合同 ...

Group 1 - Kudi Coffee is experiencing rapid growth in orders due to a new round of subsidies from delivery platforms, with sales on Ele.me increasing nearly tenfold and surpassing 40 million orders on JD.com [1] - The price of Kudi Coffee products has dropped significantly, with prices as low as 1.99 yuan for certain drinks on Ele.me, benefiting from the already low base price of 9.9 yuan [1] - Kudi Coffee has over 10,000 stores nationwide, making it easier for promotional activities to be implemented widely [1] Group 2 - Kudi has announced an extension of its store subsidy policy until December 31, 2028, and introduced new subsidies for high rent and low cup volume stores, with potential single-cup subsidies exceeding the current maximum of 14 yuan [2] - The company has been profitable since May 2024, indicating strong financial health [3] Group 3 - The ongoing delivery battle is leading to a redistribution of the restaurant market, suggesting significant changes in the competitive landscape [4]

新华财经北京5月7日电库迪咖啡7日在联营商会议上宣布，将现行门店补贴政策延长至2028年12月31 日，并新增推出"高房租、低杯量"门店专项补贴。 据悉，此次新增补贴政策将为5月6日至6月30日新开门店提供额外支持。在现行门店补贴政策的基础 上，新开门店将享受高房租补贴（单杯最高可补贴至4元）和下沉市场门店培养补贴（单杯最高可补贴2 元）。补贴范围涵盖地级以上城市的远郊区县及其下辖乡镇门店。在新政策和新增补贴下，新开门店将 突破现有最高单杯14元的补贴上限。 今年初，瑞幸发布针对加盟商的最新扶持政策，下调包含咖啡豆、椰浆、牛奶等在内的86款货物的供货 价，其中咖啡豆降价幅度达到16.8%。此外，对低收入门店实施阶梯式补贴，当门店月毛利低于4万元 时，将通过补贴确保单杯利润达到5元。 目前，库迪咖啡已通过联营模式达成万店规模，并于2024年5月以来实现持续盈利。市场分析认为，库 迪咖啡在此时调整补贴政策，一方面整体经营向好，在联营商补贴上具备充足资金空间；另一方面，外 卖平台订单放量增长，其联营模式获得充分验证。饿了么平台显示，在"淘宝闪购"全量上线24小时内， 库迪咖啡销量快速上升至平台咖啡类目第一，较日常订 ...

5月7日，库迪咖啡在最新召开的联营商会议上宣布将现行门店补贴政策延长至2028年12月31日，同时新 增推出"高房租、低杯量"门店专项补贴。 根据新政策，库迪咖啡决定给予自即日起（5月6日）至6月30日前新开门店两项新增补贴，在现行门店 补贴政策的基础上，新增享受高房租补贴（单杯最高可补贴至4元）和下沉市场门店培养补贴（单杯最 高可补贴2元），补贴范围涵盖地级以上城市的远郊区县及其下辖乡镇门店。 外卖补贴方面，据饿了么平台显示，在"淘宝闪购"全量上线24小时内，库迪咖啡销量快速上升至平台咖 啡类目第一，较日常订单增长近10倍；京东外卖数据则显示，库迪咖啡外卖销量已突破4000万单。 目前，库迪咖啡已通过联营模式达成万店规模，并于2024年5月以来实现持续盈利。市场分析认为，库 迪咖啡在此时调整补贴政策，一方面整体经营向好，在联营商补贴上具备充足资金空间；另一方面，外 卖平台订单放量增长，库迪咖啡联营模式的优势获得充分验证。通过B端的联营商补贴和C端9.9元价格 策略，库迪咖啡有望重塑咖啡行业的增长逻辑，加速拓展咖啡消费的市场空间。（张奥） 责任编辑：杨赐 2025年以来，库迪咖啡宣布与《哪吒2》达成联名合作， ...

Core Insights - Cocinare, a hand-drip coffee equipment brand founded by Mocha, is tapping into a niche market with significant growth potential despite its small size [1][2][3] - The brand's innovative approach focuses on enhancing the precision and user-friendliness of coffee brewing, allowing both novices and professionals to achieve high-quality results [4][10][12] Market Overview - The global market for hand-drip coffee equipment is relatively small, with an estimated annual shipment of around 1.2 million units [1] - In China, the price of hand-drip coffee can reach up to thousands of yuan, significantly higher than traditional espresso options [2] Product Development - Cocinare's hand-drip kettle features advanced technology that allows for precise control of water flow and temperature, enhancing the brewing process [5][8] - The company has also developed a coffee scale that integrates smart technology to measure water-to-coffee ratios and flow rates, making it easier for users to replicate their desired coffee flavors [11][12] Competitive Landscape - The hand-drip coffee equipment market has limited competition, providing Cocinare with an opportunity to establish itself as a leading brand [6][15] - Cocinare's products are positioned at a premium price point, with its most popular model priced at 1698 yuan, compared to competitors like FLOW, which average around 1200 yuan [3] Business Strategy - The company aims to standardize the coffee brewing process through its products, allowing users to achieve consistent results [12] - Cocinare is leveraging its presence in coffee competitions and partnerships with specialty coffee shops to build brand recognition and trust among consumers [13][14] Future Challenges - While Cocinare has successfully captured a segment of the market, sustaining growth and achieving sales of blockbuster products in more mature overseas markets will pose significant challenges [15]

36氪旗下生活方式内容品牌。潮来潮去，生活不息。 潮生TIDE . 当一个普洱人 说他要回家种地...... 文 ｜ J 编辑 ｜ 薇薇子 来源｜ 潮生TIDE（ID：chaoshengTIDE） 在普洱搞咖啡，能挣! 以下文章来源于潮生TIDE ，作者J、薇薇子 在普洱当地打出租车去咖啡庄园游玩，是完全不需要电子导航的，已经不知道来过多少次的司机师傅们对弯曲、重叠的山路小道了然于胸，甚至还有空帮乘 客们进行简单的推荐和介绍，总结起普洱近两年的发展也颇有几分指点江山的架势。 车窗外不远处的咖啡梯田和茶园像绿色波浪般翻滚着，地处云南西南，又与缅甸、老挝、越南三国接壤的普洱，迎来了4月阳光充沛的好时节。 "普洱最出名的就三个东西：铁皮石斛、茶叶和咖啡。 但铁皮石斛已经过气了嘛，我认识的一个老板在顶点的时候投了2000多万，现在已经全赔光了。茶叶 嘛，不管是品质还是味道都没有一个标准，比较散，有时候几万块钱一斤的普洱茶还不如几十块钱一斤的好喝。 咖啡我比较看好，虽然近几年才开始流 行，但肯定能比铁皮石斛强。 我老婆这两天还想买一台意式机回来用嘞。"短短几句话，司机师傅就为我们勾勒出了云南普洱的产业结构以及当地近两年 ...

5月6日，茶咖日报的主要内容有： 茶百道："五一"假期整体销售额环比增长50% 5月6日，淘宝闪购联合饿了么推出1亿杯奶茶咖啡赠送活动，8点正式开抢。 据了解，此次活动是淘宝闪购于5月5日宣布的长期福利，消费者可领免单卡和请客卡。每天在淘宝App 闪购频道搜索"奶茶免单"，就有机会抢到免单卡，总计1亿杯，咖啡、茶饮均可。 据悉，"淘宝闪购"自4月30日上线之初即引发市场热潮，5月2日淘宝闪购提前4天完成全国全量上线，多 地茶饮门店订单量呈几何级增长。 数据显示，茶饮品牌茉莉奶白多城市在饿了么外卖订单量日均增长近3倍；奈雪的茶全国核心城市门店 配送运力满负荷运转，饿了么外卖订单日同比增长超200%；库迪咖啡销量快速上升至饿了么咖啡类目 第一，较日常订单增长近10倍。 奈雪的茶：五一假期部分门店订单量环比节前激增超300% 5月6日，奈雪的茶"五一"假期销售数据公布，全国门店销售火爆，部分门店订单量环比节前激增超 300%。 5月6日消息，今年"五一"假期，新茶饮消费在"假日经济"的带动下迎来强劲增长。 数据显示，"五一"期间，茶百道旗下"东方植物鲜养果茶""山茶碧螺春系列"等多款产品销售火爆，茶百 道整体销售额 ...

New Consumption Overview - Li Ning brand officially signed a partnership with the Chinese Olympic Committee to provide sportswear for the 2025-2028 Olympic Games, showcasing its commitment to national strategy and support for Chinese athletes [4] - Nestlé Japan launched two new concentrated beverages, Nescafé Espresso Base, to cater to diverse iced coffee demands, and announced a partnership with a food ingredient company to address cocoa farming and carbon emissions [5] - Glico introduced a new almond-flavored Da Hong Pao tea snack, made from imported almond ingredients, highlighting its innovative product development [5] - The high-end tomato brand "One Big" collaborated with the snack brand "Liuliu Mei" to launch a summer snack product combining cherry tomatoes and preserved plums [6] - Lululemon released a new outdoor gear series featuring functional fabrics and UV protection, expanding its product offerings [6] Investment and Financing - French dietary supplement and skincare brand Atelier Nubio was acquired by the clean beauty brand Oh My Cream!, with the transaction approved by the Paris Commercial Court [8] - Luxury e-commerce platform Mytheresa completed the acquisition of 100% of Yoox Net-a-Porter (YNAP), aiming to build a luxury e-commerce giant with a target gross merchandise volume of €4 billion [8] - A new functional foundation brand received Series A financing, although the amount remains undisclosed [8] - Yonghui Supermarket reduced its stake in Hongqi Chain by 1%, now holding 10% of the total shares [9] - Baby and children's clothing brand Mori acquired the UK children's retailer Kidl y to accelerate its market expansion [12] Major Companies - ZUS Coffee plans to open nearly 200 new stores in Southeast Asia by 2025, aiming to surpass Starbucks in Malaysia with a total of 743 stores [13] - Swedish outdoor sports brand Craft entered the Chinese market by launching pop-up stores in Shanghai and Nanjing, as well as online platforms [15] - Balenciaga released a new limited edition collection for the 520 festival, showcasing a luxurious aesthetic [15] - Anker Innovations opened its first official experience store in Serbia, marking a significant step in its expansion strategy in Central and Eastern Europe [15] - Jin Sai Health signed a strategic cooperation agreement with Alibaba Health to achieve significant annual sales targets on Tmall Health [15]