咖啡(巴西咖啡
Search documents
茶咖日报|从美国转向中国?巴西咖啡商瞄准14亿人新市场
Guan Cha Zhe Wang· 2025-08-05 12:12
Group 1: Brazil Coffee Export to China - Brazil has received approval for 183 coffee companies to export to China, effective from July 30, 2025, for a period of five years [1] - This move is seen as beneficial for Brazilian exporters affected by a 50% tariff imposed by the U.S. on Brazilian coffee products [1] - Brazil's coffee exports to the U.S. account for about one-third of the country's annual coffee consumption, which is approximately 25 million bags [1] Group 2: Market Potential in China - Brazilian netizens express optimism about the potential of the Chinese market, noting that China's population is over four times that of the U.S. [2] - Despite the positive measures, Brazil's coffee exports to China are still in the early stages, with 331,000 bags exported to the U.S. in the first half of the year compared to about 53,000 bags to China [2] - China's coffee consumption is projected to grow significantly, with per capita consumption expected to rise from 16.7 cups in 2023 to 22.2 cups in 2024 [2] Group 3: Mokha Coffee Funding - New coffee brand Mokha has secured $5 million in angel funding from a Singapore family office to expand its brand and open at least five stores in Lanzhou, China [3] - The funding will support the development of unique coffee blends incorporating traditional Chinese herbal ingredients [3] Group 4: Challenges for Coffee Brands - The closure of Pi Ye Coffee's first store in South China has sparked discussions about the increasing competition and challenges faced by premium coffee brands [4][5] - Pi Ye Coffee has closed multiple locations this year, indicating a trend of store closures in the coffee industry, with 52,000 coffee shops shutting down in the past year [5] Group 5: Magic Coffee's Declining Growth - Magic Coffee's sales growth has dropped below 10%, with a mere 8.7% increase in sales despite a 35.8% rise in total revenue for the parent company [6] - The brand faces criticism for its product innovation stagnation and declining consumer interest, leading to concerns about its market position [6] Group 6: Venezuela's Coffee Export Surge - Venezuela's coffee exports have surged by 500%, with plans for further expansion to reach 1000% and 2000% growth in the coming months [7] - The Venezuelan government is focusing on agricultural exports as a key strategy for economic independence [7]