中国外交部非洲事务司司长杜晓晖5月表示，今年第一季度非洲对华咖啡出口增长了70.4%。 根据中国海关数据，今年上半年，中国从埃塞俄比亚进口的咖啡增长了近五倍，达到30621吨。同期， 中国从乌干达的进口量增长了一倍多，从2660吨增至6150吨。 近年来，中国人对咖啡的需求不断增加。2023年中国咖啡行业市场规模达6178亿元，预计2025年有望突 破万亿元。在如此强大的需求面前，这一政策很好地为中国咖啡企业锁定了供应，并减少了对某些市场 的过度依赖。 自去年以来，全球最大的咖啡豆生产国和出口国巴西遭遇了持续的干旱，导致阿拉比卡咖啡产量下降。 每天一杯咖啡现在已经成了很多国人的习惯，这些咖啡除了来自中国最大的咖啡产地云南外，大部分主 要从巴西、 哥伦比亚、 越南等国家进口，其中巴西是中国最大的咖啡进口来源国，占进口总量的30% 以上。 不过，随着中国陆续对53个非洲国家的产品实施新的零关税政策，非洲咖啡在中国市场上也更具竞争 力。消息显示，中国正与非洲主要咖啡生产国接洽，拓展海外供应链。 非洲咖啡生产商都主要出口到欧洲和北美的传统市场。例如，乌干达、埃塞俄比亚和科特迪瓦等咖啡出 口国仍然与欧洲和中东的传统市场 ...

所持罗布斯塔咖啡净空头头寸创两年新高。 所持白糖净多头头寸创16周新高。 洲际交易所（ICE）：7月29日当周，对冲基金所持ICE布伦特原油净多头头寸增加33,959手合约，至 261,352手合约，创六周新高。 所持柴油净多头头寸增至100,644手合约，创逾三年新高。 ...

每经AI快讯，8月1日，洲际交易所(ICE)罗布斯塔咖啡价格下跌近3%，至每吨3247美元。 ...

智通财经8月1日电，洲际交易所（ICE）罗布斯塔咖啡价格下跌近3%，至每吨3247美元。 ...

智通财经7月18日电，洲际交易所（ICE）罗布斯塔咖啡价格飙升近3%，达到每吨3407美元。 ...

智通财经7月17日电，洲际交易所（ICE）罗布斯塔咖啡价格下跌近4%，至每吨3289美元。 ...

智通财经7月10日电，洲际交易所（ICE）罗布斯塔咖啡价格下跌逾3%，至每吨3339美元。 ...

ICE阿拉比卡咖啡期货累跌5.19%，咖啡"C"期货累跌3.95%。罗布斯塔咖啡期货累跌2.11%。 纽约可可期货累涨9.52%，报8947美元/吨，持续震荡上行。伦敦可可期货累涨6.88%。 ICE棉花期货累涨3.93%。 本周，ICE原糖期货累计下跌1.37%，周五（6月27日）纽约尾盘报15.88美分/磅；ICE白糖期货累涨 1.89%。 ...

Group 1: Coffee Price Trends - The International Coffee Price Index (I-CIP) fell to a four-month low in May, averaging 334.41 cents per pound, the lowest since January 2025 [1] - The increase in global certified coffee stocks by 28.1% month-on-month in May, reaching 9.27 million tons, indicates a boost in market liquidity as producers and traders accelerate shipments [3] - Coffee exports showed a positive trend, with April 2025 green coffee exports totaling 10.2 million bags, despite a 6.8% month-on-month decrease [4] Group 2: Supply and Demand Dynamics - Multiple factors are influencing coffee price trends, including improved supply from major producers like Brazil and Colombia, better climate conditions, and eased global logistics pressures [5] - Consumer confidence remains strong despite high debt levels, with households showing a willingness to spend, which supports stable demand for coffee [5] - The USDA projects a slight increase in Brazil's coffee production by 0.2% for the 2024/25 season, while Peru is expected to see an 8% rise in production for 2025/26 [5] Group 3: Export Performance - Colombia's washed coffee exports reached 896,000 bags in April 2025, a 1.1% year-on-year increase, while Brazil's natural green bean exports fell by 14.4% [11] - The overall export volume of all forms of coffee in April 2025 was 11.43 million bags, a 5.5% year-on-year decline, primarily due to weak performance from South America [12] - The share of Arabica beans in total global exports increased from 59.9% to 63.3% year-on-year, reflecting a structural preference for higher-quality beans [11] Group 4: Market Structure and Pricing - The price gap between Colombian washed coffee and other washed coffees widened from 1.30 cents per pound to 2.25 cents per pound, indicating a recovery in quality premiums [6] - The arbitrage spread between London and New York futures markets increased by 6.6% to 143.58 cents per pound in May [8] - The price difference between Milds-Brazilian Naturals and Milds-Robustas expanded to 17.83 cents per pound, reflecting a structural preference for quality supply [7]

Group 1 - Speculators increased their net long positions in ICE Brent crude oil by 29,159 contracts to 196,922 contracts, reaching a ten-week high [1] - The net long position in Robusta coffee rose to 3,506 contracts, with the absolute value of short positions reaching 11,474 contracts, marking an 18-month high [1] - The net long position in white sugar decreased to 5,232 contracts, hitting a 16-week low, while the absolute value of short positions reached a four-month high [1] Group 2 - The net long position in London cocoa reached 10,590 contracts [1]