日本内阁府最新统计显示，日本今年第三季度实际国内生产总值（GDP）按年率下降1.8%，为自2024 年第一季度以来第二次负增长。分析认为，这一数据是美国政府自4月起加征汽车关税及实施所谓"对等 关税"所造成的负面影响的直接反映，出口产业尤其是汽车业受到的打击最为沉重。内阁府的中期经济 报告指出，美国关税措施对日本经济的负面影响仍在持续，加之物价上涨削弱消费，日本政府已将2025 财年的经济增长预期从1.2%下调至0.7%。 为解决当前日本面临的经济困境，日本政府于11月21日批准了总额21.3万亿日元的经济刺激计划，其中 17.7万亿日元通过补充预算安排，2.7万亿日元来自减税。支出划分为"生活安全保障与物价对策"11.7万 亿日元、"危机管理与成长投资"7.2万亿日元以及"强化防卫与外交"1.7万亿日元，内容涵盖汽油和柴油 税下调、扩大能源补贴、向未满18岁儿童发放2万日元补贴及提高所得税起征点等。然而经济界普遍认 为，日本政府大规模经济刺激计划，将引发市场对日本财政状况和信用情况的担忧，不仅难以实现预期 效果，还可能进一步伤害日本经济。 自日本高市早苗政府启动以来，日本经济形势持续恶化。首先是美国关税措施 ...

天眼查App显示，近日，景洪市大渡岗乡辰阳咖啡园（个体工商户）成立，法定代表人为姜应财，注册 资本5万人民币，经营范围为许可项目：食品销售；小餐饮、小食杂、食品小作坊经营；酒类经营；食 品生产；餐饮服务（不产生油烟、异味、废气）；餐饮服务；茶叶制品生产（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： 食品互联网销售（仅销售预包装食品）；咖啡豆种植；食用农产品批发；农产品的生产、销售、加工、 运输、贮藏及其他相关服务；初级农产品收购；食用农产品初加工；食用农产品零售；茶叶种植（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）。 ...

一杯咖啡的灵魂，往往由咖啡豆来掌控。星巴克深谙此道，在11月初博裕资本的收购案中，哪怕已交出中国市场60%的股权，也要将位于江苏昆山的咖啡 豆烘焙工厂控制在自己手中。用什么豆，得由星巴克自己把控。毕竟，每高一维度，每低一千米海拔，咖啡豆的香味、口感、形状都天差地别。 咖啡种植的黄金地带，当属南北回归线之间的热带或亚热带国家。哥伦比亚自19世纪初期便开始生产咖啡，麦德林出产的咖啡豆豆粒饱满、酸度适中；巴 西塞拉多产区的咖啡风味醇厚均衡、香气温润，是多款混合咖啡的优质基底。 而在黄金地带，中国咖啡正以逐年递增的产量闯入世界版图，虽然目前仍不是主要的咖啡豆供应国家，但2025年的产量已在全球排名13，影响力逐步提 升。 巴西是全球主要的咖啡生产国 与此同时，国内的咖啡消费需求正在快速增长。中国咖啡的总销量在2018/19年度为300万袋，到2024/25年度，已超过565万袋。今年7月，包括瑞幸、库 迪在内的连锁咖啡店新增门店超3千家，同比增长145.25%，咖啡热可见一斑。 然而，当下国内的咖啡生产还不能满足国人的咖啡消费需求，超80%的咖啡需求还需通过进口来满足。中国咖啡豆的进口额从2019年的18.5亿元，攀 ...

巴西圣保罗的农场里，堆积的咖啡豆快捂出霉斑；美国迈阿密的超市中，巴西橙子榨的果汁比上周贵了三成。就在这供需两头 愁的当口，特朗普突然挥笔签署行政令——一边把部分巴西商品40%的高关税攥得死死的，一边给特定农产品和飞机零部件"免 了单"。这个商人总统的算盘，从来都不会只算一笔账。 特朗普的关税大棒挥了这么多年，这次突然"温柔一刀"，绝非心血来潮。2016年靠着"美国优先"上台的他，最擅长用贸易政策 当政治筹码。如今中期选举的余温未散，国内通胀压力没彻底缓解，巴西作为拉美第一大经济体，既是美国农产品的竞争对 手，也是拉拢对抗其他势力的关键棋子。这波关税调整，更像一场精准的"利益交换术"。 关税松绑的第一个受益者，是巴西的农户。圣保罗州的咖啡豆种植户若昂算了笔账：之前10%的附加关税让他的咖啡豆对美出 口每公斤少赚1.2美元，仓库里压着50吨货卖不出去。如今关税一取消，美国采购商的订单立刻飞了过来，"这相当于给我的农 场续了命"。同样笑起来的还有巴西柑橘协会，预计明年对美橙汁出口能增长18%。 美国消费者也尝到了甜头。迈阿密超市老板卡伦把巴西芒果的售价从每磅2.99美元降到2.49美元，"进货成本降了12%，顾客多 ...

Core Insights - Japan's core Consumer Price Index (CPI) excluding fresh food rose by 3.0% year-on-year in October, marking the 50th consecutive month of increase, indicating a continued expansion in price levels [1] - The October CPI increase surpassed the previous month's rate of 2.9%, with a month-on-month rise of 0.4%, reflecting a broader trend of rising prices [1] - Key contributors to the price increase include higher costs for household durable goods, hotel accommodation, and automobile insurance [1] Detailed Summary - The core CPI reached 112.1 in October, with a year-on-year increase of 3.0% [1] - The rise in prices was driven by significant increases in specific categories: - Ordinary japonica rice prices saw a year-on-year increase of 39.6% - Chocolate and coffee bean prices rose by 36.9% and 53.4% respectively - Hotel accommodation costs increased by 8.5% year-on-year [1] - Concerns are growing among media and experts regarding the impact of active fiscal policies and loose monetary policies on the depreciation of the yen, which may further exacerbate inflation in Japan [1]

Core Insights - The Yunnan Consumer Association conducted a comprehensive analysis of 30 popular coffee bean products, including 23 brands from Yunnan and 7 from other regions, confirming that all samples met national food safety standards [1][12][18]. Group 1: Quality Assessment - The analysis included key safety indicators such as heavy metal residues, fungal toxins, pesticide residues, and pathogenic bacteria, with all results showing no detection of harmful substances, indicating the safety of the products [18]. - All 30 coffee bean samples scored 80 points or above in sensory evaluations, qualifying them as "specialty grade" according to the SCA Specialty Coffee Cup Tasting Manual. Five products, including "Biton Coffee" and "Jinshu Coffee," scored above 85 points, categorizing them as "specialty grade - excellent" [19]. Group 2: Quality Standards - Moisture content is a critical quality indicator for roasted coffee beans, affecting flavor and shelf life. The moisture content of the tested samples ranged from 0.53% for "Geo" to 2.07% for "Huangguan Coffee," all within the acceptable limits [20]. - Caffeine content varied among the samples, with the lowest being 10.2 mg/g for "Yunlu" and the highest at 22 mg/g for "Shizhi," aligning with WHO recommendations for daily caffeine intake [20]. Group 3: Consumer Guidance - Consumers are advised to prioritize products with clearly marked roasting dates and to choose beans based on brewing methods. Proper grinding and storage techniques are essential for maintaining flavor [21][22]. - It is recommended to purchase coffee beans in quantities that can be consumed within a short period to ensure optimal flavor experience [23].

天眼查App显示，近日，云南波旁咖啡庄园有限公司成立，法定代表人为郑贤昆，注册资本100万人民 币，经营范围为许可项目：饮料生产；餐饮服务；食品销售；食品生产；食品互联网销售。（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；农副产品销售；食品、酒、饮料及茶生产专用设备制造；食用农产品批 发；食用农产品零售；食用农产品初加工；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；货物进出口；技术进出口；进出口代理；食品进出口；坚果种植；橡胶制品制造；茶叶种植。 （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）。 ...

Core Viewpoint - Recently, a new company named Ruili Xingcui Coffee Industry Co., Ltd. was established, indicating a potential growth opportunity in the coffee and agricultural sectors in Ruili City [1] Company Summary - The legal representative of the company is Zhao Xingwan, with a registered capital of 790,000 RMB [1] - The company's business scope includes food production and sales, as well as the production and import/export of various seeds, including forestry and agricultural seeds [1] - The company is authorized to engage in activities that require approval from relevant authorities, indicating compliance with regulatory standards [1] Industry Summary - The company will operate in several general project areas, including the sale of agricultural products, retail of edible agricultural products, and the cultivation of coffee beans and medicinal herbs [1] - Additional activities include the sale of pre-packaged food, primary agricultural product acquisition, and the sale of food processing equipment [1] - The company also plans to engage in internet sales of food products and various agricultural goods, reflecting a trend towards e-commerce in the agricultural sector [1]

Core Viewpoint - The Trump administration is preparing to significantly reduce tariffs on food products to address rising grocery costs and to establish new trade agreements with Latin American countries, responding to voter concerns about living expenses [1][2]. Group 1: Tariff Reductions - Trump plans to lower tariffs on common food items such as beef, bananas, and coffee beans through new trade agreements with Argentina, Guatemala, El Salvador, and Ecuador [1]. - The administration is considering broader tariff exemptions that could comprehensively reduce tariffs on popular food items, including a commitment to lower coffee bean tariffs [1][2]. Group 2: Trade Agreements - Recent trade agreements with Latin American countries aim to alleviate the burden of grocery expenses that have troubled American consumers for years [1]. - The potential changes in tariffs will be based on products identified in the presidential executive order and agreements with key allies in the Western Hemisphere [4]. Group 3: Government Statements - White House spokesperson Kush Desai emphasized the administration's commitment to a flexible and multifaceted approach to trade and tariff issues [3]. - Discussions regarding adjustments to food tariffs have been ongoing among senior government officials, indicating a proactive stance on addressing food costs [1][3].

智通财经APP获悉，美国总统特朗普正计划大幅削减关税以应对高企的食品价格，并推动一系列新贸易 协议——包括与阿根廷、危地马拉、萨尔瓦多和厄瓜多尔的框架协议——旨在回应选民对商品成本的担 忧。 此举源于民主党上周在多个关键州和地方选举中获胜，这些候选人均强调了对生活成本的关切。周四公 布的与拉丁美洲国家的贸易协议将使美国降低牛肉、香蕉和咖啡豆等日常食品的关税和壁垒，以期缓解 多年来困扰美国民众的食品价格压力。 周四宣布的最重要协议当属与阿根廷的协定，这是华盛顿对哈维尔·米莱总统开放这个全球最保护主义 经济体之一的最新支持。白宫声明称"两国将在关键产品上相互开放市场"，阿根廷将为美国药品、化学 品、医疗器械等商品提供"优惠市场准入"。 与危地马拉、萨尔瓦多和厄瓜多尔的协议聚焦于降低香蕉、咖啡豆等美国本土不产的关键商品关税。一 位要求匿名的政府高级官员透露，框架协议将在约两周内完成，预计采取特定产品免税而非全面降税模 式，白宫要求零售商和批发商将优惠传导给消费者。 该官员还透露与瑞士的贸易谈判取得进展，可能降低手表和巧克力等商品关税。这些举措有助于扭转特 朗普忽视民生成本的舆论印象。周三签署政府重启法案时，特朗普誓 ...