店内张贴的价目表上，一杯美式咖啡10元，价格很接地气。范思来指了指吧台上摆放的咖啡豆说："我 们用的是云南小粒咖啡，都是咱们本地的优质豆。"在他看来，菜市场里的咖啡必须是老百姓喝得起的 味道，要让每一位拎着菜篮子的阿姨、每一名送外卖的小哥都能毫无压力地坐下来喝上一杯。 转自：云南日报 9时30分，走进澄江市柿花园农贸市场，一股独特的香气便扑面而来。左手边，腊味的肉香与果蔬的清 甜缠绕交融；右手边，"扁担咖啡"的醇厚浓香热情相拥。 "扁担咖啡"店里座无虚席，制作吧台上的电子出单器纸张已铺出数米长，订单排到1小时后。春节期 间，这家开在菜市场里的咖啡店成了当地的热门打卡地之一。"从大年初二开始，每天都要忙到晚上9 点。"店铺负责人范思来边招呼客人边说。 春节期间，驿站大红背景墙上挂着形态各异的"福"字，金色骏马图案栩栩如生。这里临时变身为一个免 费的新春摄影棚。来自广州的旅居摄影师李白云正在为过往游客、市民拍摄全家福："看这里，笑一 笑，过年好！"镜头前，有当地逛菜市场的群众，有来自贵州的小两口，有从四川带着父母孩子来游玩 的一家人…… 从果蔬鲜香到咖啡醇香，从传统的农贸市集到新潮的围炉体验，柿花园农贸市场立足实 ...

Group 1: Tourism and Cultural Industry Upgrade - The winter tourism experience in Jilin Province's Ji'an has evolved, combining "ice and snow" with border tourism, attracting significant visitor interest during the 2026 Spring Festival [2][14] - The local government has implemented urban lighting projects that enhance nighttime economy, transforming public spaces into visually impactful tourist attractions [2][14] - There has been a noticeable shift in local product offerings, with traditional items being repackaged into more appealing formats, reflecting a growing brand awareness among local businesses [2][14] Group 2: Infrastructure Development - Recent investments in infrastructure, particularly in the G331 National Road, have improved transportation efficiency, reducing friction costs in regional economic activities [6][18] - The enhanced transportation network connects Ji'an to major cities like Shenyang and Changchun, facilitating better logistics and information flow [6][18] Group 3: County-Level Consumption Changes - The retail landscape in Ji'an is undergoing significant transformation, with major brands from first-tier cities entering the market, leading to increased competition and improved service standards [7][19] - Local businesses are demonstrating resilience and innovation, adapting to the presence of chain brands by offering unique products and experiences that cater to both local tastes and modern trends [7][19] - Social dining experiences, such as communal gatherings around hot pots, remain popular, indicating a strong consumer willingness to spend on social interactions rather than just products [7][19]

Core Viewpoint - The article highlights the stark contrast in consumer behavior and pricing between urban and rural areas during the Chinese New Year, illustrating how returning city dwellers face unexpectedly high prices in their hometowns, which challenges their perceptions of value and spending [1][25]. Group 1: Pricing Dynamics - In rural areas, prices for basic items like coffee and meals can be significantly higher than in major cities, with examples such as a cup of coffee costing 38 yuan compared to 9.9 yuan in Beijing [1][25]. - The pricing strategy in rural areas is described as a "survival instinct," where local businesses capitalize on the influx of returning residents during the holiday season, leading to inflated prices for food and beverages [17][25]. Group 2: Consumer Behavior - Returning residents often feel pressured to spend on expensive items to maintain their social image among family and friends, leading to a phenomenon where they pay inflated prices for goods they would typically avoid [15][28]. - The article suggests that the high prices are not just for the products themselves but also for the "escape" they provide from familial pressures and expectations, framing the purchase as a form of "protection" from social scrutiny [10][11]. Group 3: Market Dynamics - The article emphasizes that the rural market operates on a supply-demand basis, where limited supply during peak seasons allows businesses to charge higher prices without competition from larger urban markets [25][27]. - It notes that the local businesses are aware of the economic principles of scarcity and demand, adjusting their pricing strategies accordingly during peak times like the New Year [27][30].

（来源：沈阳日报） 转自：沈阳日报 本报讯（沈阳日报、沈报全媒体高级记者刘洋 实习生周伊）2月14日至3月12日，沈阳市和平区八经咖 啡小巷将举办"巷暖啡香 团圆沈阳"主题活动。活动以178家咖啡馆为载体，结合巨型咖啡杯、"八经长 卷"等网红打卡点，为市民和游客打造充满烟火气与咖啡香的新春文旅体验。 线下活动同样精彩。八经咖啡小巷将在特色咖啡馆内举办主题故事分享会，将线上暖心故事延伸至现 实；活动收官时将举行颁奖礼，为活动期间社交媒体上参与活动的"最具人气奖"得主赠送八经咖啡小巷 荣誉礼包，并邀请媒体及文旅达人现场点评，共同策划更多城市文化活动。 据主办方介绍，本次活动以咖啡为纽带，用"新春第一杯咖啡"的盛情邀约，推动"文商旅+社交"融合， 创设新春消费新场景，提振奋战新春的精神，同时借助街巷的烟火气与咖啡香，展现沈阳的历史底蕴与 现代活力。 本次活动以"轻打卡、深互动"为核心，采取线上线下双线联动方式。线上发起"巷暖啡香团圆沈阳"话 题，参与者在巷内任意场景或咖啡馆拍摄图文视频并发布，分享"过年见好友"故事，拍摄"家乡封面"同 款作品，即有可能获得含免费限定"团圆拿铁"、特价美式、咖啡小巷手绘地图等在内的福 ...

Core Insights - Luckin Coffee is advancing towards a secondary listing, while Nova Coffee and Lucky Coffee have moved from the industry fringe to the forefront, indicating a significant shift in the coffee sector by 2026 [1][3] - The recent actions of these two major coffee brands signal key trends in the industry, particularly in terms of competition and market dynamics [3][4] Industry Dynamics - Nova Coffee completed a multi-billion C round financing in January, attracting several prominent investment firms, marking the largest financing in China's catering industry over the past year [1] - The end of the "9.9 yuan unlimited drinks" promotion by Kudi Coffee on February 1 is seen as a sign of the retreat from price wars, although the impact on consumer pricing strategies remains significant [3][11] - The coffee industry in China underwent a paradigm shift driven by the delivery wars, with growth factors transitioning from brand premium to cost-effectiveness and convenience [3][11] Market Expansion - The "10,000 store club" expansion in 2025 is a key indicator of industry evolution, with Nova Coffee and Lucky Coffee joining this elite group, emphasizing the necessity of scale for top-tier brands [4][6] - Luckin Coffee has solidified its market leadership with a total of 29,214 stores globally by Q3 2025, having opened 3,008 new stores in a single quarter [6][10] - Kudi Coffee's aggressive expansion strategy, primarily through a franchise model, has led to over 18,000 stores by December 2025, despite not reaching its target of 50,000 stores [6][9] Competitive Landscape - The competitive landscape is characterized by a divergence in business models, with Kudi Coffee and Nova Coffee adopting lighter operational models for rapid growth [6][9] - Starbucks has entered a phase of strategic contraction in China, highlighted by its partnership with Boyu Capital, which allows Boyu to hold up to 60% equity and control [10][24] - The delivery wars have significantly altered pricing strategies, with Kudi leveraging platform subsidies to offer extremely low prices, impacting overall market dynamics [11][12] Financial Performance - Starbucks reported a 5% revenue growth in its China segment for the fiscal year 2025, but faced a 7% decline in average transaction value, indicating challenges in maintaining profitability amid competitive pressures [12][13] - The cost of delivery has surged for brands like Luckin, with delivery expenses rising to 28.9 billion yuan, a 211% increase year-on-year [13] Strategic Adjustments - Kudi Coffee's shift away from its aggressive pricing strategy marks a transition towards more rational competition, signaling the end of the price war era [14][16] - The trend of coffee brands diversifying into other food categories, such as Kudi's foray into fast food, reflects a broader strategy to capture more consumer spending [18][19] - The coffee sector is increasingly focusing on non-coffee products, with brands like Luckin and Lucky Coffee expanding their tea and juice offerings to adapt to changing consumer preferences [21][24] Future Outlook - The coffee industry is expected to continue evolving, with brands exploring international markets and lower-tier cities as growth avenues, while also addressing the challenges posed by price wars and delivery costs [24][25]

记者丨贺泓源 徐鸿儒 编辑丨陶力 打响咖啡9块9战争的库迪提前收兵了。 从2026年2月1日开始，库迪咖啡仅在特价专区保留3—7款产品延续该低价，其余产品恢复11.9—16.9元 的常规售价，部分核心单品涨幅30%—60%，例如咸法酪香草拿铁从9.9元升至15.9元。 同时，库迪还调整了其他配套活动。譬如，新店首月券从6.9元涨至8.8元，邀新奖励中的新用户礼券从 8.8元提至9.9元，仅保留外卖平台补贴联动。 对此，库迪向21世纪经济报道记者确认，部分产品延续特价9.9元不限量，全线产品持续参与外卖平台 各类补贴活动。 需要注意的是，这一步是不容易的。 据21世纪经济报道记者了解，曾经在9.9元战争下不堪其扰的瑞幸曾想过休战，被库迪战略委员会主席 陆正耀一口拒绝。陆正耀也是瑞幸的创始人、前董事长。 库迪结束全场9块9，似乎代表着一种趋势。那就是咖啡市场正在告别野蛮生长，成为一个"常规"行业。 外卖大战高潮期，库迪邀请杨幂代言。图片来源：库迪 为何结束？ 客观上，此次库迪收兵远早于预期。 在2024年5月24日，库迪宣布了一项为期三年的促销活动，即"全场9.9元促销"。 甚至，库迪在9.9元战争中如鱼得水。库 ...

记者丨 贺泓源 实习生徐鸿儒 编辑丨高梦阳 库迪提前结束了全场9.9元的咖啡战事。 从2026年2月1日开始，库迪咖啡仅在特价专区保留3—7款产品延续该低价，其余产品恢复11.9 — 16.9元的常规售价，部分核心单品涨幅30%—60%，例如咸法酪香草拿铁从9.9元升至15.9 元。 同时，库迪还调整了其他配套活动。譬如，新店首月券从6.9元涨至8.8元，邀新奖励中的新用 户礼券从8.8元提至9.9元，仅保留外卖平台补贴联动。 对此，库迪向21世纪经济报道记者确认，部分产品延续特价9.9元不限量，全线产品持续参与 外卖平台各类补贴活动。 在2024年5月24日，库迪宣布了一项为期三年的促销活动，即"全场9.9元促销"。2025年2月14 日，库迪咖啡首席策略官李颖波告诉21世纪经济报道记者，从2024年5月份开始，库迪公司已 经实现盈利。 而从21世纪经济报道记者调研来看，提前结束全场9块9，似乎对库迪运营影响有限。 客观上，库迪的9块9战事结束得远早于预期。 2026年2月3日，在山西太原市，多家库迪门店店员表示，调价对于生意的影响不⼤。 也有店 员称，记者为第一个关心调价的顾客。 背后有种多重因素，外卖大 ...

从2026年2月1日开始，库迪咖啡仅在特价专区保留3-7款产品延续该低价，其余产品恢复11.9-16.9元的 常规售价，部分核心单品涨幅30%-60%，例如咸法酪香草拿铁从9.9元升至15.9元。 同时，库迪还调整了其他配套活动。譬如，新店首月券从6.9元涨至8.8元，邀新奖励中的新用户礼券从 8.8元提至9.9元，仅保留外卖平台补贴联动。 对此，库迪向21世纪经济报道记者确认，部分产品延续特价9.9元不限量，全线产品持续参与外卖平台 各类补贴活动。 在2024年5月24日，库迪宣布了一项为期三年的促销活动，即"全场9.9元促销"。2025年2月14日，库迪 咖啡首席策略官李颖波告诉21世纪经济报道记者，从2024年5月份开始，库迪公司已经实现盈利。 而从21世纪经济报道记者调研来看，提前结束全场9块9，似乎对库迪运营影响有限。 2026年2月3日，在山西太原市，多家库迪门店店员表示，调价对于 意的影响不 。 也有店员称，记者为 第一个关心调价的顾客。 客观上，库迪的9块9战事结束得远早于预期。 21世纪经济报道记者贺泓源、实习生徐鸿儒 北京、太原报道 库迪提前结束了全场9.9元的咖啡战事。 走出外卖大战？ ...

Core Insights - The price of coffee has increased by 1-2 yuan on delivery platforms compared to last year, with Kudi Coffee ending its "all cups at 9.9 yuan" promotion, while Luckin Coffee has also raised prices on certain products [1][2] - Kudi Coffee initiated a price war in February 2023 with a promotional price of 9.9 yuan per cup, which was later reduced to 8.8 yuan in May 2023, influencing the overall market pricing [1][2] Price Changes - Kudi Coffee's staff announced the end of the "all cups at 9.9 yuan" promotion, indicating that only select products will continue at that price [1] - Luckin Coffee has raised the price of its oat latte from 9.9 yuan to 11.9 yuan per cup [1][2] Consumer Behavior - Consumer reactions to price increases are mixed; some continue to purchase coffee without concern, while others have reduced their buying frequency due to higher prices [1] - A coffee enthusiast reported a decrease in purchase frequency from daily to less often due to price hikes [1] Cost Factors - The rise in coffee prices is attributed to increasing costs of coffee beans and labor over the past two years [2] - Data indicates that the average market price of coffee beans in Yunnan has increased by 13.8% year-on-year, reaching approximately 57.9 yuan per kilogram [2] Pricing Strategies - Kudi Coffee suggests that consumers can save money by ordering through delivery platforms and opting for self-pickup, where prices can be significantly lower [4] - For example, Kudi's coconut latte is priced at 9.9 yuan on its official app but can be found for as low as 5.9 yuan on delivery platforms [4][5] - In contrast, Luckin Coffee does not offer significant price advantages on delivery platforms compared to its official app [5]

虽然你走进任何一家欧洲的面包店，基本都不会失望，但位于佛罗伦萨的S.Forno依然会更加打动你的心。它是当地人每天都必定要来至少一次的日 常早餐店，也是很多国内面包脑袋探店后被称为"梦中情店"的个性面包店。S.Forno以高性价比著称，没有豪华的装修，相反，复古气息非常接地 气，每天早晨新鲜出炉新鲜的烘焙产品，面包、披萨、小甜品应有尽有，也会提供无限续杯的美式咖啡。 很多人说，这家店可以轻松度过一天的时间。 透出几缕金色阳光的早晨，坐在小店里看着门外来往的行人与车辆，让时间慢一点，再慢一点，直到百年时光从门外呼啸而过，而门内，时光仿佛 再此停驻。 S.Forno位于意大利佛罗伦萨最地道的街区之一奥尔特拉诺，距离阿诺河不远。这家面包店已有100 多年的历史。当地面包师 安杰洛 每天早上都在 这里烤面包，每周 7 天、每天 18 小时的工作，一直持续了 40 年，直到 2014 年，安杰洛 想要更多工作之余的时间，他将面包店卖给了距离面包店 几分钟路程的当地餐厅巨头Il Santo Bevitore，他当时已经在这家餐厅烤面包。安杰洛将他的手艺传授给了 Rose Hélène Govoni，她现在是 S.forn ...