本报讯 （记者梁傲男）在9月份启动的2025年云南产地季期间，GridCoffee推出了来自云南秋珀庄园、 佐园、德宏侏椤庄园的三款精品咖啡豆，以及品牌自持"莺歌2025"，5款限定产品定价区间30元至36 元，上线以来拉动整体营收同比增长近30%，印证了市场端对于云南精品咖啡的消费意愿。 今年，全球精品咖啡生豆赛事Cup of Excellence（以下简称"卓越杯"）首次在云南举办试点赛，标志着 云南咖啡正式被纳入国际精品咖啡的评审体系。近日，Grid Coffee携手卓越杯云南试点赛冠军秋珀庄 园，在北京举办分享会，与大家分享云南咖啡产地的成长故事。 GridCoffee定位"单一产地咖啡"，自创立起就坚信云南咖啡拥有足以迈入世界精品咖啡体系的实力与潜 质，亦从创立之初就深耕云南产区，每年举办一次"中国云南产地季"活动，通过产地溯源、产品开发， 制作《追山羊》专题杂志及丰富的文化周边，系统性地传递云南风土的丰富层次和精品潜力，推动云南 咖啡进入主流精品市场视野，强调其在全球精品咖啡语境中的中高端定位与文化表达的潜力。 GridCoffee方面对记者表示，今年10月份，品牌在中国将突破100家门店。 ...

Group 1: Event Overview - The 22nd China-ASEAN Expo and China-ASEAN Business and Investment Summit concluded in Nanning, Guangxi, attracting 3,260 enterprises from 60 countries and regions, with a record attendance of 226,000 [1] - Over 700 outcomes were achieved, including more than 500 economic and trade project signings, indicating a deepening of China-ASEAN cooperation [1] Group 2: Technological Innovations - The expo featured a dedicated AI pavilion covering 10,000 square meters, showcasing around 1,200 exhibits, with a trade turnover exceeding 140 million RMB [2] - Companies presented advanced AI applications, including real-time translation glasses and drones, highlighting the growing integration of technology in various sectors [2][3] Group 3: Economic Opportunities - The RCEP and the upgraded China-ASEAN Free Trade Area 3.0 are facilitating easier market access for products like Malaysian durians and Vietnamese coffee, enhancing trade efficiency [4][5] - CuberAI showcased AI-driven cross-border logistics solutions, emphasizing the potential for AI applications in improving trade processes between ASEAN countries and China [3] Group 4: Cultural Exchange and Future Cooperation - The event included cultural activities that fostered people-to-people connections, which are essential for strengthening economic ties [6][7] - The focus on youth collaboration was highlighted, with initiatives aimed at building a community of future leaders to enhance long-term relations between ASEAN and China [7]

Group 1 - The outdoor brand Arc'teryx collaborated with artist Cai Guoqiang to launch an art fireworks project in the Himalayas, which sparked significant controversy due to environmental concerns [3] - The project used biodegradable materials for fireworks, but critics questioned the actual effectiveness of these materials and the potential environmental impact [3] - Following the backlash, Arc'teryx and Cai Guoqiang's studio issued an apology and removed related content from social media platforms [3][4] Group 2 - Yonghui Supermarket appointed Wang Shoucheng as CEO, who has been with the company since 2017 and has held various positions [5] - The company reported a revenue decline of 20.73% year-on-year for the first half of 2025, with a net loss of 241 million yuan compared to a profit of 275 million yuan in the same period last year [5][6] Group 3 - Jewei Food, known as the "Duck Neck King," received an administrative penalty notice for false financial reporting, leading to a potential ST (special treatment) status for its stock [8] - The company reported a revenue decline of 15.57% year-on-year for the first half of 2025, with a net profit decrease of 40.71% [10] - Jewei Food has seen a reduction of approximately 4,000 stores over the past year, impacting its overall performance [10] Group 4 - M Stand opened a new concept store in Shanghai, introducing innovative food products and a "day coffee, night bar" operational model [12] - Gap officially entered the beauty and personal care market, launching beauty sections in 150 Old Navy stores, with a focus on affordable products [14][15] - The beauty and personal care market in the U.S. is projected to exceed $100 billion by 2025, indicating significant growth potential [15] Group 5 - Lucky Coffee has expanded its presence in Beijing, reaching 70 stores, and has signed over 1,200 new stores nationwide in July [18] - Bawang Tea Ji opened its second store in North America, located in a major shopping center in Los Angeles, and plans to open its 200th store in Malaysia [19] - Salia plans to expand its breakfast menu across Japan by 2027, responding to consumer feedback [20] Group 6 - Deji Plaza is accelerating its expansion with the establishment of two new companies focused on commercial complex management and outlet development [21]

以下文章来源于咖门 ，作者张瑾 咖门 . 聚焦茶饮、咖啡行业，关注饮品新风潮 可可，正 以意想不到的热度 掀起消费潮 。 8月底，1点点 限时回归 可可芭蕾，不到3天多地门店纷纷断货，网友"求重新上架"的呼声刷屏。 此外，百分茶、酸奶罐罐、周四晚、真茶屋等品牌集中上新 可可饮品 ， 甚至引发"全网催更" 。 以往"冬季限定"的 可可为什么提前火了？ 一杯难求、全网催货 可可饮品提前回归 还没入冬，可可就先热了起来。 "打了10家门店电话，跑了20多公里才买到！"一位博主分享自己购买1点点可可芭蕾的经历。 今年七夕前夕， 1点点官宣 限时回归 可可芭蕾 ，消息一出立刻勾起老粉 的 消费热情。 真茶屋也上架了醇香可可系列 ，其中的可可香橙冰，采用"可可粉+鲜橙"的搭配，酸甜冰爽解腻，被网友视为"神仙CP"。 酸奶罐罐 回归 薄荷巧克力酸奶昔 ，还推出轻巧酸奶昔； 楼下酸奶把可可搬进冷萃碗 ，先后上架蜜桃生巧冷萃碗、泰式海盐凤梨黑巧脆皮冷萃碗。 这款产品的 核心原料仅有可可粉与奶基底，入口是浓郁的可可风味 。不少 网友 还 自行开发隐藏菜单：加冰淇淋、奶霜、布丁、薄荷糖浆、藏青盐…… 解 锁更多可可的 创意喝法。 ...

Core Viewpoint - The article highlights the internal pressure faced by Starbucks employees regarding mooncake sales, revealing a broader issue of operational challenges within the company and the retail industry as a whole [2][3][5]. Group 1: Employee Pressure and Sales Challenges - Employees at Starbucks have reported significant pressure to meet mooncake sales targets, with some resorting to purchasing mooncakes out of their own pockets, leading to financial strain [2][3]. - A survey indicated that 67% of chain restaurants impose mooncake sales targets on employees, with Starbucks facing some of the highest pressure in this regard [5]. - Despite the high profit margins of mooncakes (65%), the low repurchase rate (23%) indicates a struggle to sell these products effectively [7]. Group 2: Starbucks' Operational Struggles - Starbucks has experienced its first revenue decline in China for 2024, with same-store sales and average transaction values also decreasing, despite an increase in store count and membership [11]. - The competitive landscape has shifted, with local brands like Luckin Coffee offering significantly lower prices, leading to increased price sensitivity among consumers [11][13]. - The company's slower pace of product innovation has resulted in a perception among younger consumers that Starbucks lacks novelty, with 42% of consumers aged 18-30 expressing this sentiment [13]. Group 3: Industry-Wide Issues - The mooncake sales dilemma reflects a broader "Mid-Autumn curse" affecting the retail and dining sectors, with many businesses struggling to sell mooncakes despite their prominent marketing [14][16]. - The total production of mooncakes in China is projected at 420,000 tons for 2024, with a market value of 21.8 billion yuan, yet there are significant structural issues, including inflated prices and declining demand [16][18]. - The cultural shift away from mooncake gifting, exacerbated by anti-corruption measures, has led to a 78% decrease in reported violations related to mooncake gifts since 2019 [18][22]. Group 4: Changing Consumer Behavior - Consumer purchasing power and willingness to spend have declined, with a 23% drop in corporate mooncake procurement compared to 2023 [19][21]. - Younger consumers are increasingly favoring practical gifts over traditional mooncakes, with sales of alternative gifts like crabs and tea rising significantly [22][24]. - The traditional high-priced mooncake gift boxes are seeing a drastic decline in sales, with a 67% drop in those priced over 500 yuan since 2019, while more affordable options are gaining traction [24][26]. Group 5: Need for Industry Transformation - The article suggests that the traditional mooncake sales model needs reform, emphasizing the importance of aligning with consumer needs rather than relying solely on cultural traditions [26]. - For international brands like Starbucks, the challenge lies in balancing respect for local traditions with maintaining their global brand identity while addressing operational costs and risks [26].

Group 1 - The 22nd East Expo has a total exhibition area of 160,000 square meters, featuring over 3,200 enterprises from 60 countries, with a strong focus on ASEAN countries [5][6] - Popular products include Malaysian durian ice cream, which won a gold award last year and continues to attract significant attention this year [5][6] - Local Guangxi agricultural products are also performing well, with nearly 200 agricultural enterprises and over 1,000 products showcased, highlighting innovative packaging and flavors [6][8] Group 2 - The event has introduced new exhibitors, such as Philippine textiles and Malaysian probiotics, enhancing the diversity of offerings [6] - The public open day has been extended to two days since last year, improving visitor experience and satisfaction [8] - Interactive activities and creative merchandise, such as fridge magnets and canvas bags, have added a fun element to the exhibition, enhancing visitor engagement [7]

中新社南宁9月20日电题：东博会"啡"凡商机东南亚客商抢滩中国市场 中新社记者杨陈 正在广西南宁举行的中国—东盟博览会(下称东博会)上，马来西亚白咖啡、印尼猫屎咖啡、老挝高原咖 啡、越南滴漏咖啡等争相亮相，咖啡香弥漫。在这里，咖啡是传统与创新的融合，是跨境文化的交流体 验，也蕴藏着中国与东盟的"啡"凡商机。 马来西亚白咖啡凭借其独特的口感和多样化的配方，在历届东博会收获了不少粉丝。今年，该国咖啡展 位前亦是人头攒动，还新增了浓缩绿咖啡、灵芝咖啡等迎合当下养生饮食习惯的新品。 "公司咖啡出口约占95%，主要销往欧美地区。这些年我们通过用进口牛奶取代植脂末等方式升级产 品，中国市场的份额不断增加。"马来西亚宏玮食品工业有限公司负责人游国联介绍，通过参展东博 会，他更了解了中国消费者的喜好，也为下一步产品研发拓展了思路。 近年来，中国咖啡消费量快速增长。行业报告显示，预计2025年中国咖啡产业规模将达3693亿元(人民 币，下同)，咖啡消费市场潜力巨大。东南亚是全球重要的咖啡产区，为抢占中国商机，除了在养生方 面下功夫，东盟的咖啡商也在积极提升产品的独特性和高品质。 猫山王榴莲咖啡是马来西亚榴莲大哥有限公司的"王炸 ...

Group 1: Technological Innovations - The third National Skills Competition showcased advanced technologies such as a hydrogen-powered robotic dog capable of navigating complex terrains, with a static endurance of 8 hours and dynamic walking endurance of 5 hours [1] - An AI examination system designed for domestic workers can recognize over 40 dialects in China with an accuracy rate of 99%, facilitating real-time interaction [2] Group 2: Traditional Craftsmanship - The exhibition featured traditional craftsmanship, including the official glazed pottery technique, which is a national intangible cultural heritage, demonstrated by a young artisan who creates intricate pieces using specific clay and firing techniques [3] - A coffee-making demonstration highlighted the growing demand for skilled baristas, with a noted shortage in the market as coffee consumption rises among younger demographics [4] Group 3: Industry Trends - The coffee industry is experiencing rapid growth, leading to a significant demand for barista talent, with educational institutions reporting full enrollment in coffee-related programs [4] - The National Skills Competition included various exhibits showcasing high-tech innovations such as satellite return capsules and domestic chips, alongside interactive projects like AI smart glasses for CPR training [4]

Core Insights - The coffee industry is experiencing unexpected challenges due to President Trump's tariffs, leading to an increase in retail coffee prices [1] Industry Impact - Retail coffee prices are on the rise, indicating a direct impact from the tariffs imposed [1]

康路 2025年9月16日，星巴克首席执行官布莱恩·尼科尔（Brian Niccol）在纽约一次活动上，大谈"星巴克复 兴计划"。此后，主持人突然发问，"中国连锁企业瑞幸咖啡凭借基于Uber的交易模式快速发展。这家企 业有你欣赏的地方吗？" （图：瑞幸门店不远处，星巴克秋季新品 的大幅广告） 数字赋能，"咖啡外衣"下的平台玩法 和星巴克创始人霍华德所畅想的将意式咖啡馆带到全球，推崇"第三空间"的打法不同，瑞幸的快速增长 来自于借鉴打车软件Uber的数字化平台模式，通过App线上交易重构传统咖啡零售的"人货场"关系。 用户必须通过线上完成所有下单支付流程，使瑞幸得以全面了解消费数据，在此基础上实施激进的补贴 策略，以"首杯超低价""买二送一"等营销手段快速获取市场份额，培养用户习惯。 依托数字化交易产生的海量数据，瑞幸在中国实现了精准化运营和极致效率提升。通过分析用户消费行 为，瑞幸能够进行精准选址、爆品研发和预测式订货，极大降低了传统零售业的决策不确定性和运营成 本。这种数据驱动模式使其能够在保持低价的同时优化成本结构，为可持续发展奠定基础。 不同于星巴克的"第三空间"大店模式，瑞幸主打小型快取店，显著降低了 ...