来源：中国新闻网 编辑：徐世明 探寻新时代发展足迹｜中国咖啡代名词"云南咖啡" 2025年3月19日，习近平总书记在云南省丽江古城考察，当地居民和沿途游客十分热情地向总书记问 好："能不能邀请您来喝杯咖啡？" 习近平总书记同大家亲切交流："云南咖啡还是代表着中国的，现在国外也是受欢迎的"。这句亲切的话 语，给予云南咖啡产业巨大鼓舞。 云南地处咖啡种植黄金带，种植历史已有130多年，充足的阳光和独特的气候条件，让云南成为全球公 认的优质咖啡产区之一，被誉为"阿拉比卡的天堂"。 2024年，云南省咖啡种植面积126.7万亩、产量14.6万吨，均占全国的98%以上，稳坐中国咖啡产地 的"头把交椅"。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

"千亿扶持"是拼多多于4月初推出的重磅惠商计划，在行业高质量转型的背景下，拼多多率先重金投入 高质量电商生态建设，以千亿级别的资金和资源投入，构建用户、商家及平台多方共赢的商业生态，引 领行业高质量发展。 半年来，平台依托"千亿扶持"，全面扩大对中小商家、新质商家以及品牌商家的扶持力度，持续为千万 商家降本增效。此外，平台依托"多多好特产""新质供给""电商西进"等专项，加码扶持优质供给、向西 部等偏远地区倾斜资源，不只助力商家持续开拓国内大市场，更激发了消费潜力，越来越多偏远地区消 费者买得起、收得到平台带来的好产品、好服务，共享高质量发展成果。 近日，人民日报刊发报道，点赞拼多多"千亿扶持"推动更多地区享受便利的网购服务，让更多消费者融 入消费普惠圈，共享电商发展红利。 拼多多数据显示，"千亿扶持"落地的半年来，平台高质量发展成果初显，优质商品SKU同比增长51%， 商家经营活力持续释放，商家数量加速增长，"95后""00后"商家数量同比增长42%，同时，包括内蒙古 根河市、甘肃省白银市靖远县等偏远地区相继纳入"包邮区"，供需双侧活力的加速释放，也带动平台稳 健发展，高质量生态格局初步成型。 惠商助农成效 ...

Core Viewpoint - The recent notification from multiple Chinese government departments aims to enhance the duty-free shop policy to boost consumption, attract foreign visitors, and facilitate the return of overseas spending, effective from November 1, 2025 [1] Group 1: Support for Domestic Products - Domestic products sold in duty-free shops will be treated as exports, allowing for VAT and consumption tax exemptions [2] - Duty-free shops must allocate at least 25% of their sales area to domestic products and promote traditional cultural items [2][4] - The "sales first, tax refund later" model will be implemented for domestic products entering duty-free shops [2] Group 2: Expansion of Product Categories - The notification allows for the inclusion of high-demand consumer goods such as mobile phones, drones, sports equipment, health foods, over-the-counter drugs, and pet food in the duty-free shop offerings [5] - Efforts will be made to expedite the introduction of popular international products into Chinese duty-free shops [7] Group 3: Streamlining Approval Processes - Approval for establishing and operating duty-free shops will be decentralized to provincial authorities, enhancing local governance and efficiency [8][10] - The area of duty-free shops can be adjusted based on negotiations between operators and port owners, allowing for more flexibility [8] Group 4: Enhanced Convenience Services - Travelers will be able to pre-order duty-free products online and pick them up at designated locations, improving the shopping experience [11][13] - This online reservation system aligns with current consumer habits and aims to promote inbound tourism and spending [13]

Core Viewpoint - The Ministry of Finance, Ministry of Commerce, and four other departments announced on October 30 that starting from November 1, 2025, the duty-free shop policy will be improved to boost consumption and enhance the international competitiveness of domestic products [1][8]. Group 1: Policy Highlights - The new policy allows domestic products, including traditional brands and local specialties, to enter duty-free shops, which will now be treated as exports eligible for VAT and consumption tax refunds [10][12]. - Popular consumer goods such as mobile phones, drones, sports equipment, health foods, over-the-counter drugs, and pet food will also be included in the duty-free shop offerings [13]. - An online reservation service for duty-free products will be introduced, allowing travelers to pre-order items and pick them up upon return [15]. Group 2: Regulatory Changes - The approval process for establishing and changing the operating entities of duty-free shops will be decentralized to provincial authorities, enhancing operational flexibility [17]. - Duty-free shops must allocate at least 25% of their space to domestic products, promoting local goods to international tourists [17][18]. - The policy aims to improve the business environment by shifting government roles from regulators to facilitators, thus increasing industry vitality [18]. Group 3: Economic Impact - The policy is expected to significantly enhance consumer spending and increase the visibility of domestic products in international markets [20].

Core Insights - The price of Yunnan coffee has reached historical highs, with fresh fruit procurement prices peaking at 10 yuan per kilogram, and coffee bean prices surpassing 60 yuan per kilogram by February 2025, driven by global market dynamics and domestic consumption growth [2][3][6]. Price Trends - Yunnan coffee prices have seen a significant increase, with prices rising from 14.78 yuan per kilogram in 2018 to approximately 66 yuan per kilogram in 2025 [6]. - The price of Arabica coffee futures in New York has reached a record high of 4.36 USD per pound, influenced by adverse weather in Brazil, which is the world's largest coffee producer [3]. Market Dynamics - The Chinese coffee market is expanding rapidly, with the industry scale projected to reach 313.3 billion yuan in 2024, reflecting an 18.1% year-on-year growth [3]. - Yunnan coffee accounts for 98% of China's total coffee production, benefiting from a growing domestic market and geopolitical trade fluctuations [3][6]. Quality Improvement Initiatives - Starbucks has implemented a "quality for price" strategy in Yunnan, which has significantly improved the quality of coffee beans and increased farmers' incomes [5][6]. - By 2024, the area planted with coffee in Yunnan reached 1.1931 million acres, with a total production of 150,200 tons, marking a 4% increase in planting area and a 3% increase in production year-on-year [6]. Future Prospects - Starbucks plans to incorporate high-quality Yunnan coffee beans into every cup of classic espresso sold in mainland China, indicating strong future demand [7]. - The Yunnan coffee industry is at a turning point, focusing on not just increasing production but also enhancing the quality and variety of coffee beans [10].

Core Insights - The 12th China International Agricultural Products Trade Fair showcased the vibrant development of rural industries in China, highlighting local specialties and the growth of agricultural processing enterprises [1][2]. Group 1: Agricultural Production and Processing - In 2024, China's grain production is expected to reach 1.4 trillion jin, an increase of 74 billion jin compared to 2020 [2]. - The number of large-scale agricultural processing enterprises is projected to exceed 100,000, with total revenue around 18 trillion yuan [1][2]. - Over 94,000 leading enterprises at the county level are primarily engaged in agricultural processing, with more than 80% of them focused on this sector [3]. Group 2: Rural Development and New Industries - Various regions are developing unique local industries, such as Yunnan coffee and Yan'an apples, which are driving the growth of rural e-commerce and leisure industries [4]. - The income from leisure agriculture is expected to approach 900 billion yuan in 2024, an increase of nearly 50 billion yuan since 2020 [4]. Group 3: Poverty Alleviation and Income Growth - The transition period for consolidating poverty alleviation results and rural revitalization is crucial, with 832 poverty-stricken counties cultivating 2 to 3 leading industries, generating a total output value exceeding 1.7 trillion yuan [5]. - The per capita disposable income of rural residents is projected to reach 23,119 yuan in 2024, indicating a gradual narrowing of the income gap between urban and rural residents [5]. Group 4: Agricultural Modernization and Reforms - The trade fair highlighted advanced agricultural equipment, such as multifunctional robots in orchards, showcasing the new productive forces in agriculture [7]. - Ongoing rural reforms, including the extension of land contracts and the management of rural homesteads, are providing strong momentum for the development of rural industries [7].

Core Insights - The 22nd China International Agricultural Products Fair showcased the vibrant development of rural industries in China, highlighting local specialties such as Ningxia's salt pool sheep and Heilongjiang's organic selenium-rich rice [1] - By 2024, the number of large-scale agricultural processing enterprises in China is expected to exceed 100,000, with an estimated revenue of approximately 18 trillion yuan [1] Group 1: Agricultural Production and Processing - In 2024, China's grain production is projected to reach a new high of 1.4 trillion jin, an increase of 74 billion jin compared to 2020 [3] - The supply of cotton, oil, sugar, fruits, vegetables, meat, eggs, milk, and aquatic products is abundant and diverse, reflecting the enhancement of the agricultural processing industry [3] - There are currently 94,000 leading enterprises at the county level and above, with over 80% focused on agricultural processing [3] Group 2: Rural Development and New Industries - Local specialties are being integrated into new industries, with products ranging from traditional items like dumplings and ham to emerging products like spicy noodles and tea beverages gaining popularity [3] - The rise of rural tourism, e-commerce, and leisure agriculture has become a new consumption trend among urban and rural residents, with leisure agriculture revenue expected to approach 900 billion yuan in 2024, an increase of nearly 50 billion yuan since 2020 [3] Group 3: Poverty Alleviation and Income Growth - The rural industry has injected internal momentum into the sustainable development of poverty-stricken areas, with 832 poverty alleviation counties cultivating 2 to 3 leading industries, generating a total output value exceeding 1.7 trillion yuan [4] - By 2024, the per capita disposable income of rural residents is projected to reach 23,119 yuan, indicating a gradual narrowing of the income gap between urban and rural residents [4] Group 4: Agricultural Modernization and Reforms - The fair highlighted advanced agricultural equipment, such as multifunctional robots for orchards, showcasing the new productive forces in agriculture [4] - Ongoing rural reforms, including the extension of the second round of land contracts for another 30 years and the steady advancement of rural collective property rights reform, are expected to provide strong support for rural industry development [4]

Group 1: Yunnan Coffee Industry - Yunnan coffee has become synonymous with Chinese coffee, with 97.85% of the national planting area, 98.65% of total production, and 98.61% of agricultural output value in 2024 [1][2] - The coffee planting area in Yunnan is expected to grow by 4% year-on-year, with production increasing by 3% in 2024 [1] - The average price of coffee beans is 41.02 yuan per kilogram, up 10.3% year-on-year, and the average price of specialty coffee is 67.37 yuan per kilogram [1] Group 2: Nestlé Financial Performance - Nestlé reported total sales of 65.9 billion Swiss francs for the first nine months of 2025, a decrease of 1.9% year-on-year, but with an organic growth rate of 3.3% [3][4] - The organic growth rate for the third quarter was 4.3%, an improvement from 2.9% in the first half of the year, driven mainly by coffee and confectionery businesses [3] - The company plans to cut approximately 16,000 jobs globally over the next two years, aiming to save 1 billion Swiss francs annually by 2027 [4] Group 3: Bawang Tea Ji Expansion - Bawang Tea Ji opened its highest store globally in Thailand, located on the 74th floor of King Power Mahanakhon, a significant milestone in its Asia-Pacific expansion [5][6] - The brand plans to accelerate its development in Thailand, with five new stores opening this month, bringing the total to 13 by the end of October [6] Group 4: Coffee Machine Standards - A new national standard for home coffee machines has been approved, set to take effect on May 1, 2026, aimed at improving product quality and guiding industry development [8][9] - The standard includes technical requirements for performance, user experience, and environmental indicators, such as noise control and energy consumption [9] Group 5: Tea Industry AI Model - Anhui Agricultural University released the Lu Yu Tea Industry AI model, capable of understanding, reasoning, and generating knowledge related to tea [10] - The model can identify pests and diseases from leaf photos with over 90% accuracy and provides treatment suggestions [10]

Group 1: Yunnan Coffee Industry - Yunnan coffee has become synonymous with Chinese coffee, with a planting area of 1.1931 million acres, accounting for 97.85% of the national total [1] - The total production of Yunnan coffee is 150,200 tons, representing 98.65% of the national output, with an agricultural output value of 4.872 billion yuan, which is 98.61% of the national figure [1] - In 2024, Yunnan's coffee planting area is expected to grow by 4% year-on-year, and production is projected to increase by 3% [1] - The average price of coffee beans in Yunnan is 41.02 yuan/kg, up 10.3% year-on-year, and the average price of specialty coffee is 67.37 yuan/kg [1] - The proportion of specialty coffee has increased from less than 8% in 2021 to 31.6% [1][2] Group 2: Nestlé Group Financial Performance - Nestlé reported total sales of 65.9 billion Swiss francs for the first nine months of 2025, a decrease of 1.9% year-on-year [3] - The organic growth rate for the same period was 3.3%, with all regions and global direct operations achieving positive growth [3] - The organic growth rate in the third quarter was 4.3%, an improvement from 2.9% in the first half of the year, driven by pricing in the coffee and candy segments [3][4] Group 3: Coffee Machine National Standards - The national standard for home and similar use coffee machines (GB/T 46503—2025) will be implemented starting May 1, 2026, aimed at improving product quality and consumer experience [8] - The standard specifies performance requirements, including extraction pressure, water tank volume deviation, and steam frothing moisture content [8][9] - User experience and environmental indicators are also addressed, including noise control and energy consumption management [9] Group 4: Bawang Tea Ji Expansion - Bawang Tea Ji has opened its highest store globally in Thailand, located on the 74th floor of King Power Mahanakhon, a landmark building [5][6] - The brand is accelerating its development in Thailand, with plans to open five new stores this month, bringing the total to 13 [6] - Bawang Tea Ji has entered multiple markets in the Asia-Pacific region, including Malaysia, Singapore, and the United States [6] Group 5: Lu Yu Tea Industry Model - Anhui Agricultural University has released the Lu Yu Tea Industry Model, an AI tool designed to assist in tea research and industry applications [10] - The model contains over 40,000 tea-related documents and can identify pests and diseases from leaf images with over 90% accuracy [10]

Core Insights - The rise of "China Goods" is increasingly appealing to foreign consumers, with overseas Chinese playing a significant role in promoting these products globally [1][2] - There is a growing interest in Chinese-made furniture, home appliances, and smart devices among Middle Eastern consumers, leading to the establishment of a one-stop cross-border service system for small and medium enterprises [2] Group 1: Market Opportunities - The Dubai Longcheng Chinese Chamber of Commerce is exploring cooperation with the Middle East market, aiming to establish a rapid channel for Xinjiang fruit to reach the region and set up a center for showcasing Chinese products [1] - The demand for fresh-cut flowers in Australia is high, particularly during holidays, presenting an opportunity for Yunnan's flower products to enter the market due to favorable logistics and seasonal advantages [2] Group 2: Business Strategies - The establishment of a liaison station by the Chamber of Commerce aims to provide comprehensive services, including legal, financial, and logistics support, to reduce costs and risks for Chinese enterprises entering the Middle Eastern market [2] - Companies are encouraged to strengthen communication with Chinese enterprises and adapt management experiences to local market conditions for better operational success [1]