luckin coffe 1 2 6 9 7 1 4 4 EUrs 10000 t 100 Mark 瑞幸在美国，对手远不止星巴克。 作者 | 肖思佳 2025年6月30日， 瑞幸咖啡在纽约正式开设了首批 两家 门店，分别位于 百老汇 755 号和第六大道 800 号。开业当天，门店推出通过官方 App 点单仅需 1.99美元 的优惠活动。 根 据前往现场的消费者转述，瑞幸纽约的门店菜单上，除了国内的几款主打产品外，还推出了 覆盆子冷萃（Raspberry cold brew）等新品 。此外，店内还有少量贝果、曲奇、巧克力蛋 糕等甜点出售。 值得一提的是，早在正式开店前十天，瑞幸就已经在纽约街头试水。从6月20日到24日，他们连续在联合广场、SoHo、麦迪逊广场和先驱广场办了四场快闪活动。每一站都选在纽约最 热闹的地段：人流密集、社交氛围浓厚，是潮人、白领和游客扎堆出现的地标性区域。 快闪活动的核心目的，主要是为了推广瑞幸的官方App并在海外社交媒体上造势。现场设有工作人员专门引导消费者排队下载，过程需填写姓名、电话和邮箱等基本信息。注册完成后， 便可免费领取一杯咖啡，并有机会参与"全年免费喝咖啡"的抽奖活动 ...

据第一财经，6月30日，中国咖啡连锁品牌瑞幸咖啡在美国纽约曼哈顿核心商圈同步开设两家门店，标 志着其国际化战略迈出关键一步。首店分别位于毗邻纽约大学的百老汇大道755号及帝国大厦商圈的第 六大道800号，精准覆盖中国留学生、游客及白领群体。开业首日推出1.99美元/杯限时优惠，主打生椰 拿铁等经典产品，并采用无收银员自助取餐模式，强化数字化体验。此前，瑞幸通过联合广场、SOHO 区的快闪车活动预热，以"一年免费喝咖啡"等福利吸引超万人次参与，社交媒体曝光量破千万。瑞幸联 合创始人郭谨一表示，纽约作为全球咖啡文化高地是探索北美市场的起点。未来将依托供应链优势，以 高性价比产品和本地化运营拓展更多城市，挑战传统巨头。 7月1日，茶咖日报的主要内容有： 瑞幸咖啡纽约首店开业 皮爷咖啡母企500万欧元开设研发创新工厂 据小时代，皮爷咖啡母企JDE Peet's在荷兰Joure开设了一座全球咖啡研发创新工厂。Joure是咖啡品牌 Douwe Egberts的诞生地。该工厂投资500万欧元，位于速溶咖啡厂旁，旨在缩短产品上市时间，更快推 出优质咖啡产品。它连接实验室与大规模生产，是原型设计、测试新技术、挑战风味、质量和可 ...

近期，摩氏咖啡获全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research（艾媒咨询）授予的"原产地黑咖啡开创者""原产地黑咖啡全国销量第 一"双项市场地位确认。 在全球范围，咖啡行业正以一种蓬勃之势不断发展。从传统的咖啡消费大国，如美国、意大利、法国等，到新兴的咖啡市场，如亚洲地区，人们对咖啡的热 情持续高涨。iiMedia Research（艾媒咨询）数据显示，2024年中国咖啡行业市场规模为7893亿元，预计2025年将突破万亿元，到2029年有望达到13908 亿元，市场正以高速发展态势吸引新品牌加速崛起。这不仅得益于消费者对咖啡品质和口味的日益追求，还与咖啡文化的广泛传播密切相关。 iiMedia Research（艾媒咨询）是全球领先的新经济产业数据挖掘与分析机构，以自主研发的CMDAS大数据监测系统（省部级重大科技专项，项目编号： 2016B010110001）和AI智能分析引擎为核心，构建了覆盖135个国家和地区、10000+行业细分领域的全球实时数据网络，监测3000余项核心商业指标， 打造新经济产业的"数据气象局"。 艾媒咨询深度洞察行业前沿领域，以"全球产业数据库+AI ...

近年来，在水塔咖啡大山店门前这片橡胶林下，上演着琼剧演出、咖啡研学、插花艺术、航模体验等多 种文明实践活动，文化和艺术气息，正围绕着这个咖啡屋，在龙门镇的乡土中生根发芽。 "在这个过程中，我们因地制宜，利用本村的水塔咖啡屋、大榕树、'六分地'广场、十姓公园、百米石廊 等特色场地和文化资源，开展主题故事会、青少年研学、主题宣讲等各类文明实践活动，持续丰富百姓们的 精神文化生活，在潜移默化中推动移风易俗。"大山村新时代文明实践站有关负责人说。 文明乡风吹进"寻常百姓家" 定安"乡咖"成为特色文明实践地 近日，水塔咖啡大山店咖啡开展研学活动现场。海南日报全媒体记者 李豌 摄 海南日报定城6月30日电(海南日报全媒体记者 李豌)"这是我第一次了解关于咖啡的研学课程，特别有 趣!"近日，在定安县龙门镇大山村，水塔咖啡大山店中，龙门镇中心学校三年级学生林菡动手制作了人生第 一杯拿铁咖啡。 当天，来自该校的20名学生走进水塔咖啡大山店，在水塔咖啡品牌主理人李娟的带领下，通过观察种植 的咖啡树、嗅闻完成烘焙的咖啡豆、在操作间中了解咖啡冲泡工具、品尝现磨咖啡等方式，沉浸式体验了一 次咖啡研学课程，还在这个过程中了解了大山村如何 ...

Core Insights - Luckin Coffee has opened its first stores in the United States on June 30, further intensifying competition in the coffee market [1] - The new store located at 800 Sixth Avenue in New York attracted many customers, with many taking advantage of a promotional offer of $1.99 for drinks through the Luckin app [1] Company Summary - Luckin Coffee has surpassed Starbucks in its home market, indicating strong brand performance and market penetration [1] - The opening of stores in New York marks a significant step in Luckin's expansion strategy into the U.S. market [1] Industry Context - The entry of Luckin Coffee into the U.S. market represents a growing trend of international coffee brands competing in established markets [1] - The promotional pricing strategy employed by Luckin Coffee may disrupt traditional pricing models within the coffee industry in the U.S. [1]

02 行业&个股 行业板块方面，除能源、原料和半导体分别收跌0.57%、0.09%和0.07%外，标普其他7大板块悉数收 涨：科技、通讯、房地产、医疗、日常消费、工业和公用事业分别收涨0.98%、0.79%、0.73%、 0.64%、0.52%、0.5%和0.41%。 昨夜美股三大股指集体收涨。道指涨 0.63%，纳指涨 0.47%，标普涨 0.52%。恐慌指数VIX涨2.51%至 16.73。美元指数昨日跌 0.5%，报96.77。美国十年国债收益率跌1.053%，收报4.229%，相较两年期国债 收益率差50.6个基点。现货黄金昨日涨0.87%，报3302.8美元/盎司。布伦特原油收涨0.3%至66.59。 中概股多数收跌，台积电跌 0.91%，阿里跌 0.59%，拼多多跌 0.46%，京东跌 1.3%，理想跌 1.31%，富 途涨 1.95%，小鹏跌 1.38%， 蔚来跌 0.87%。 大型科技股多数收涨。英伟达涨 0.15%，微软涨 0.3%，苹果收涨 2.03%，消息称苹果考虑为Siri引入外 部人工智能。亚马逊跌 1.75%，谷歌跌 0.49%，Meta涨 0.61%，博通涨 2.34%，伯克希尔 ...

Group 1: Coffee Industry - As of June 30, there are over 246,000 coffee-related enterprises in China, with approximately 26,000 new registrations in 2025 [1] - The registration of coffee-related enterprises has shown a yearly growth trend until 2023, peaking in that year, followed by a slight decline in 2024 [1] - Guangdong, Yunnan, and Jiangsu provinces account for over 86,000 coffee-related enterprises, representing 35.1% of the total [1] - About 1.86% of coffee-related enterprises are involved in judicial cases [1] - Recent studies indicate that the way coffee is consumed significantly affects health outcomes, with black coffee reducing cancer and mortality risks, while sugary coffee may increase them [1][2] - Drinking coffee in the morning is linked to a significant reduction in cardiovascular disease and all-cause mortality risk [1] Group 2: Dairy Industry - Universal Dairy Limited (UDL), the controlling shareholder of New Hope Dairy, plans to reduce its stake, leading to an 8.79% drop in the company's stock price on June 30 [4] - New Hope Dairy's revenue for 2024 is projected to be 10.665 billion yuan, a 2.93% decrease, marking the first revenue decline since 2015 [4] - The company's net profit for 2024 is expected to be 538 million yuan, a 24.80% increase [4] - In Q1 2025, New Hope Dairy's revenue reached 2.625 billion yuan, a 0.42% increase, with a net profit of 133 million yuan, up 48.46% [4] Group 3: Tea Industry - FamilyMart in Japan is recalling approximately 2.27 million bottles of jasmine tea due to potential contamination with metal fragments [3] - The recalled product, "Guangqing Baorun Jasmine Tea," is sold in 1L bottles at a price of 149 yen (160 yen including tax) [3] - The recall affects about 14,499 stores across Japan, excluding the Kyushu and Okinawa regions [3] Group 4: Pu'er Tea Market - The price of ancient tree tea from Menghai County in Yunnan has dropped by 19.66% over the past eight weeks, with current prices at 108.00 yuan per jin [5] - Other varieties from Yunnan's Lianghe County also saw a significant price decline of 16.47% [5] Group 5: Coffee Futures Market - Arabica coffee futures prices have fallen to their lowest level since December, primarily due to increased supply from Brazil [6] - The most active futures contract dropped 4.1%, falling below $3 per pound for the first time in over six months [6] - The ongoing harvest season in Brazil is alleviating short-term supply issues that had persisted due to low domestic inventory levels [6]

2025 年 6 月 30 日 耐用消费品及服装: 中性 证券研究报告 / 首次覆盖报告 蜜雪集团 (2097 HK, 买入, 目标价: HK$660.00) 确定性源自对极致性价比模式的深刻理解 性价比定位确保广阔受众，合理利润分配成就万店加盟：蜜雪从最初的刨冰果断转向更具 规模且更易标准化的现制茶饮赛道，以及定位极致性价比紧抓下沉市场庞大需求无不体现 其独到的市场洞察力；平衡标准化与受众群体构造单店模型也为后续连锁扩张奠定了坚实 根基。作为首家突破万店的茶饮品牌，蜜雪的渠道扩张则演绎了加盟模式"持续寻求利润 分配最优解"的生意本质——初期尽量降低加盟商的准入成本与充分让利迅速展店，而后 随门店数量不断提升积极变革管理模式与渠道策略，确保门店运营高度标准化与单店盈利 相对稳定，持续调整利润分配方案。在管理没有跟上扩张速度的时候蜜雪暂停扩张、变革 管理，在选择多、粘性低的餐饮赛道依然可以迅速重拾品牌势能、重启扩张，展现了不俗 的纠错能力。公司四万余家加盟店的开拓与行业领先的盈利能力并非偶然，而是水到渠成 的必然结果。 高效撬动外部营销资源，供应链上延下伸降本增效：蜜雪先与深耕餐饮营销的华与华合作 打造视听记忆 ...

Core Insights - The article highlights the rise of Chinese brands in the global market, indicating a shift in consumer preferences from Western brands to local alternatives [1][8] - It emphasizes that Chinese consumers are increasingly favoring domestic luxury brands, high-end cosmetics, and local food and beverage options, marking a significant change in consumption patterns [1][4] Group 1: Rise of Chinese Brands - The popularity of the LABUBU toy exemplifies the success of Chinese brands, with its demand leading to a surge in the stock price of its manufacturer, Pop Mart [1][3] - Chinese brands like Kudi and Luckin Coffee are gaining traction by offering quality comparable to international brands like Starbucks at significantly lower prices [3][4] - The jewelry brand Laopu Gold has seen rapid growth, with its average store sales exceeding those of many foreign competitors by at least 50% [4][6] Group 2: Changing Consumer Behavior - Consumers are now willing to pay prices comparable to imported goods for local products, as seen with the high-end tea brand Bawang Chaji, which positions itself as a premium option [4][6] - There is a notable shift in consumer awareness, with younger demographics researching products more thoroughly and seeking local alternatives that offer similar quality at lower prices [6][7] - The success of brands like Mao Geping in the high-end cosmetics market illustrates the changing landscape, as it becomes the only domestic player among the top ten luxury beauty groups in China [6][7] Group 3: Strategic Market Positioning - Many Chinese brands are expanding their presence in lower-tier cities, where consumer activity is reportedly stronger than in major urban centers [7][8] - The strategy of targeting smaller cities has proven effective for brands like Bawang Chaji and Mxue Ice City, which began in less affluent areas before moving to larger markets [7][8] - The article notes that the increasing recognition of these brands internationally will likely enhance their appeal domestically, signaling a potential end to the era where retail trends predominantly flowed from the West to China [8]

30年过去，高品质咖啡已经发展成这个中美洲国家的重要产业之一，巴拿马咖啡与中国咖啡消费者之间 的联系也日益紧密。 "巴拿马不是只有运河吗，原来你们还有咖啡？"30年前，当一位美国咖啡买家提出这样的质疑时，巴拿 马的咖啡产业才刚刚起步。 "我和拉马斯图斯是10年的老朋友了，"杭州一家咖啡贸易公司的总经理汪洋告诉记者，他每年都要飞来 巴拿马两三趟，挑选新豆子、跟进市场趋势，也会带着巴拿马的生产商走访中国，从展会讲台到街头小 馆，让他们了解中国的咖啡需求。 据介绍，每年有数百名中国咖啡买家会来到奇里基省，品鉴、学习，也洽谈咖啡合作。巴拿马工商部门 数据显示，2024年，有将近40家巴拿马企业向中国出口了超过14.6万公斤咖啡，同比增长4.1%。如今， 中国已是巴拿马咖啡的第二大市场。 "中国很大，我们目前提供的产量远不能满足这样庞大的消费群体，中国市场还有很大的开发空间。"彼 德松说，她每年都会参加上海国际酒店及餐饮业博览会，这是中国规模最大的咖啡展之一。"看到巴拿 马咖啡在中国展会上被摆在显眼的位置，我真的很开心。" 同样经营家族庄园的威尔福德·拉马斯图斯也为自家出产的咖啡自豪。在去年的拍卖会上，他家出品的 瑰夏 ...