正值旱季，巴西东南部米纳斯吉拉斯州天气干燥。大片咖啡树采摘已结束，农机驶过，红土飞扬。咖啡 树静静伫立，等待来年的丰收。 巴西是全球最大咖啡生产国和出口国，美国是其主要出口市场。美国自8月起对巴西输美产品加征40% 从价关税，大部分巴西输美产品面临的关税税率高达50%，咖啡位列其中。受此影响，众多巴西咖啡出 口商暂停接收美国订单，寻求新的市场机会。 米纳斯吉拉斯州的咖啡产量占巴西总产量一半以上，位于该州西北部的塞拉杜米内罗是巴西首个获 得"原产地名称"认证的咖啡产区，其70%的咖啡用于出口。 目前，美国约三分之一未烘焙咖啡来自巴西，是巴西咖啡最大出口目的地。2024年，美国从巴西进口 814万袋咖啡，占其总消费量的33%。 塞拉杜米内罗咖啡种植者协会执行总监茹利亚诺告诉记者，产区最低海拔800米，全部种植官方认证的 阿拉比卡咖啡豆，出口50多个国家。 卡尔穆咖啡种植者合作社商业主管丹尼尔·保罗表示，关税带来的首要影响是价格上涨。"我们希望两国 能够达成协议，但必须通过对话协商。此外，我们需要开拓新市场。" 位于帕特罗西尼乌产区的努内斯咖啡庄园已有41年咖啡种植历史，其咖啡主要通过合作社出口欧洲、美 国。庄园主 ...

天眼查App显示，近日，云南云锦无量咖啡有限公司成立，法定代表人为张冲，注册资本200万人民 币，经营范围为许可项目：食品销售；食品生产；餐饮服务。（依法须经批准的项目，经相关部门批准 后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：咖啡豆种植；茶 叶种植；食用农产品零售；初级农产品收购；农副产品销售；食用农产品初加工；供应链管理服务；互 联网销售（除销售需要许可的商品）；旅游开发项目策划咨询；休闲观光活动；园林绿化工程施工；肥 料销售；生物有机肥料研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；总质 量4.5吨及以下普通货运车辆道路货物运输（除网络货运和危险货物）；劳务服务（不含劳务派遣）。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

报告导读： 咖啡树属于茜草科，3 年挂果，4-5 年进入盛果期，商业种植农场一般 20-30 年更新种植。咖啡豆主 要分为三种，阿拉比卡、罗布斯塔和利比里卡。阿拉比卡产量占比 70-75%，罗布斯塔产量占比 20-25%， 利比里卡产量占比 2-3%。 全球咖啡生产高度集中。USDA 预计 25/26 年全球咖啡产量为 1072 万吨，TOP5 产量占比 73.49%，前 5 大生产国是巴西、越南、哥伦比亚、印度尼西亚和埃塞俄比亚。80%以上的咖啡产量用于出口，TOP5 出 口占比 65.18%，前 5 大出口国与生产国重叠。全球咖啡消费相对产量略微分散。USDA 预计 25/26 年全球 咖啡消费量为 1016 万吨，TOP5 消费占比 59.92%，前 5 大消费国家/区域分别是欧盟、美国、巴西、菲律 宾和日本，中国排名第 6。全球咖啡期末库存消费比仍较低，USDA 预计 25/26 年全球期末库存 137 万 吨，期末库存消费比仍处于较低水平。 二 〇 二 五 年 度 2025 年 09 月 24 日 全球咖啡现货市场扫描 ---"君研咖啡"系列报告之一 周小球 投资咨询从业资格号：Z0001891 z ...

位于帕特罗西尼乌产区的努内斯咖啡庄园已有41年咖啡种植历史，其咖啡主要通过合作社出口到欧 洲、美国。庄园主奥斯马尔·努内斯认为，美国加征关税对双方都不利，但美方损失可能更大。 新华社里约热内卢9月18日电 通讯｜美国关税冲击下巴西咖啡产业寻新机 新华社记者周永穗 王天聪 正值旱季，巴西东南部米纳斯吉拉斯州天气干燥。大片咖啡树采摘已结束，农机驶过，红土飞扬。 咖啡树静静伫立，等待来年的丰收。 巴西是全球最大咖啡生产国和出口国，美国是其主要出口市场。美国自8月起对巴西输美产品加征 40%从价关税，大部分巴西输美产品面临的关税税率高达50%，咖啡位列其中。受此影响，众多巴西咖 啡出口商暂停接收美国订单，寻求新的市场机会。 米纳斯吉拉斯州的咖啡产量占巴西总产量一半以上，位于该州西北部的塞拉杜米内罗是巴西首个获 得"原产地名称"认证的咖啡产区，其70%的咖啡用于出口。塞拉杜米内罗咖啡种植者协会执行总监茹利 亚诺告诉记者，产区最低海拔800米，全部种植官方认证的阿拉比卡咖啡豆，出口全球50多个国家。 目前，美国约三分之一未烘焙咖啡来自巴西，是巴西咖啡最大出口目的地。2024年，美国从巴西进 口814万袋咖啡，占其总消费量 ...

Core Insights - The article highlights the unique coffee culture of ethnic minorities in Pu'er, Yunnan, where coffee cultivation is integrated into traditional lifestyles, creating a cultural phenomenon alongside economic development [1] Group 1: Ethnic Minority Coffee Culture - The Wa ethnic group in Ximeng County creatively uses coffee byproducts to produce "coffee silk," which is incorporated into traditional weaving, enhancing the cultural heritage and generating economic value [2] - The Lahu ethnic group incorporates coffee into their traditional belief system, using it in rituals and promoting organic farming practices, resulting in higher market prices for their coffee [3] Group 2: Financial Support for Coffee Industry - The People's Bank of China in Pu'er has initiated financial services tailored to the coffee industry, establishing a comprehensive financial support model to meet the diverse needs of coffee enterprises [4] - Innovative financing solutions, such as "Coffee Loans," have been developed to address the lack of collateral and liquidity among coffee producers, significantly increasing the loan balance for the coffee industry [5] Group 3: Economic Impact and Growth - By the end of 2024, Pu'er had 679,000 acres of coffee plantations, accounting for 52.51% of the national total, with a coffee production of approximately 51,600 tons, representing 34.63% of the national output [8] - The coffee industry in Pu'er has seen a remarkable increase in comprehensive output value, reaching 8.508 billion yuan, with a growth of 3.06 times over three years, benefiting local farmers significantly [8] Group 4: Cultural and Economic Synergy - The interaction between culture, industry, and finance in Pu'er presents a new development model for ethnic minority regions, where cultural uniqueness enhances competitive advantage and financial tools convert cultural value into economic benefits [9]

Group 1 - Costa Rica produces high-quality coffee, with approximately 85% of its production intended for export, historically with the United States as the largest export destination [1] - Starting from August 7, the U.S. imposed a 15% tariff on Costa Rican coffee, which has raised concerns in the local coffee industry [1][3] - The Tarrazú Valley, known as the "golden coffee region" of Costa Rica, contributes about one-third of the country's total coffee exports [1] Group 2 - The Tarrazú Coffee Cooperative, which includes nearly 5,000 coffee farmers and producers, manages the entire process from harvesting to export [3] - The cooperative has stated that the increase in tariffs from zero to 15% will severely impact exports to the U.S., prompting efforts to diversify into European and Asian markets [3][5] - The cooperative's representative emphasized the need to seek new markets, indicating a shift in focus beyond the U.S. market [5] Group 3 - In 2024, 46% of Costa Rica's products are expected to be exported to the U.S., and the new tariffs could affect production and employment across various sectors [7] - Costa Rica primarily exports medical devices, bananas, pineapples, coffee, cassava, and other food products, and the tariffs may diminish the country's export competitiveness [8]

Overview - Yunnan is the largest coffee production base in China, with significant support from the provincial government, making the coffee industry a key sector for agricultural and rural economic development [1][14] - In 2023, the coffee planting area in Yunnan reached 76,400 hectares, with a harvest area of 67,800 hectares and a production volume of 143,400 tons, projected to increase to 150,200 tons in 2024 [1][14] Development History - The history of coffee cultivation in Yunnan began in 1904, with the first coffee seedling planted in Dali, and significant development occurred after 1951 with the introduction of coffee seedlings [5] - The industry saw a shift towards the Catimor variety around 2000, which is suitable for instant coffee production, but faced challenges leading to a focus on quality improvement and brand building in recent years [5][26] Industry Chain - The coffee industry chain in Yunnan includes upstream activities such as coffee planting and raw bean trading, midstream processing including initial and deep processing, and downstream sales through various channels [8] Market Policies - Recent policies from the Yunnan provincial government aim to promote high-quality development in the coffee industry, including action plans for specific regions and financial support for coffee cooperatives [11][13] Current Status - The coffee industry in Yunnan has rapidly developed, becoming a distinctive advantage for economic growth and farmer income, with a significant increase in planting and production areas [14] Competitive Landscape - The coffee market in Yunnan has seen the emergence of influential brands, with notable companies recognized in various coffee competitions, indicating a growing competitive environment [16][17] Development Trends - The trend towards enhancing coffee quality is expected to continue, with a decrease in the proportion of the Catimor variety and an increase in the cultivation of higher-quality varieties like Geisha and Typica [26]

Core Viewpoint - Yunnan Province is experiencing significant growth in its coffee industry, transitioning from raw material supply to brand export, with a notable increase in international market presence and export value [1][2]. Group 1: Industry Growth and Export Performance - Yunnan Province is the main coffee production area in China, with coffee exports reaching a value of 650 million yuan in the first half of this year, marking an 8.4% year-on-year increase and ranking first in the country [1]. - The coffee export market from Yunnan covers 34 countries and regions, including the Netherlands, Germany, and Vietnam [1]. - The coffee and its products exported from Mangshi Customs reached a value of 150 million yuan in the first half of this year, showing a remarkable 48% year-on-year growth [2]. Group 2: Quality Control and Standards - Mangshi Customs has implemented a "one-on-one" technical guidance system for coffee producers, focusing on soil monitoring and pest control to ensure stable coffee bean quality [2]. - The establishment of a comprehensive coffee quality safety detection system, covering over 100 parameters, has been crucial for meeting international quality standards [3]. - The optimization of customs clearance processes, including the promotion of "cloud issuance" and self-printing of certificates, has significantly accelerated the export process for coffee [3]. Group 3: Challenges and Solutions - Despite the positive export performance, companies face challenges related to quality control, which can lead to extended delivery times [3]. - To address these challenges, Mangshi Customs has enhanced laboratory testing capabilities and streamlined customs procedures to support coffee exports [3].

孟连县咖啡林俯瞰。 岩三卡摄 咖啡成熟季节，红彤彤的咖啡果挂满枝头。 岩三卡摄 核心阅读 构建立体生态种植体系，利用科技助力绿色加工，文旅融合带动转型升级……近年来，云南普洱市推动 传统咖啡种植模式向绿色生态标准化种植模式转变，普洱咖啡品质提升、产值增长。 鼻尖香气怡人，眼前青山如黛。在云南普洱市孟连傣族拉祜族佤族自治县桥安咖啡庄园，游客络绎不 绝。 "我们这儿独特的自然环境条件，赋予了普洱咖啡独特的风味。"庄园负责人金涛说，"很多人都知道普 洱茶，如今咖啡让这份普洱味道更加'香浓'。" 近年来，普洱市进一步放大生态优势，推广良种良法，延长产业链条，打造区域咖啡品牌。数据显示， 普洱咖啡生豆精品率达46.15%，咖啡产业综合产值3年间增长了3倍多。 "翻挖是为了改善土壤状态，截杆可以让主杆再次复壮，测土配方施肥则可以按需'投喂'咖啡树，提升 咖啡生豆品质。"普洱市茶叶和咖啡产业发展中心副主任张雄介绍。 立体生态种植，建设标准化基地，咖啡园增产提质 记者走进一片林下咖啡种植基地，浓密的树荫增添了丝丝清凉。"日头太大，咱们要戴帽子，咖啡树也 要'防晒'。"金涛说。 "强烈的阳光直射会导致小粒种咖啡树的树叶枯萎。" ...

Group 1 - Liu Xiaodong transitioned to the coffee industry in 2020, establishing the Puer Tianyu Coffee Plantation in a historical coffee-growing area, aiming to create a cultural and leisure integrated coffee estate [1] - The plantation has expanded to 114 acres and produces various specialty coffee beans, gaining popularity among customers from major cities like Beijing, Shanghai, and Guangzhou, resulting in a doubling of income [1] - Agricultural Bank of China (ABC) Puer Branch has tailored financial products to support diverse funding needs in the coffee industry, including the "Coffee Loan" series [2][3] Group 2 - ABC Puer Branch launched the "Rural Revitalization·Coffee Loan" product in November 2022, filling a gap in financial services for the entire coffee industry chain, with a total issuance of 570 million yuan by March 2025 [3][4] - The loan products are categorized into "Coffee Farmer Loan," "Coffee e-Loan," and "Coffee Enterprise Loan," targeting different stakeholders in the coffee supply chain [3] - The financial support has significantly impacted local coffee producers, with one supplier reporting an expected sales increase of over 2 million yuan due to a loan of 860,000 yuan [4] Group 3 - ABC Puer Branch has been supporting the coffee industry for over a decade, exemplified by its long-term partnership with Puer Yunnan Ainai Agricultural Group, which has received a total of 193 million yuan in loans [5] - Ainai Coffee has expanded its coffee plantation area to 6,070 acres, utilizing a "company + base + farmer + standardization" operational model [5] - In 2022, ABC provided a credit line of 10 million yuan to Ainai Coffee, facilitating upgrades to their production line, which increased processing capacity from 600 tons to 1,440 tons, resulting in a revenue increase of nearly 7 million yuan [5]