Group 1: Brazil Coffee Export to China - 183 Brazilian coffee companies have been approved to export to China, effective from July 30, 2025, for a period of five years [1] - This approval is seen as a positive development for Brazilian exporters affected by a 50% tariff on coffee exports to the U.S. [1] - Brazil's coffee exports to the U.S. account for about one-third of the country's total coffee consumption, which is approximately 25 million bags annually [1] Group 2: Brazilian Coffee Market Potential - Brazilian coffee exports to China are currently at an early stage, with 331 million bags exported to the U.S. in the first half of the year compared to about 53 million bags to China [2] - The potential for coffee consumption in China is significant, with per capita consumption expected to rise from 16.7 cups in 2023 to 22.2 cups in 2024, and projected to reach 30 cups by the end of the year [2] Group 3: Mokha Coffee Funding - Mokha, a new coffee brand, has secured $5 million in angel funding from a Singapore family office to expand its brand and open at least five stores in Lanzhou, Gansu [3] - The funding will be used for brand expansion and store development, with plans to exceed 500 stores by the end of the year [3] Group 4: Closure of Pi Ye Coffee Stores - Pi Ye Coffee's first store in South China has closed, reflecting the challenges faced by premium coffee brands amid increasing competition and price wars [4] - The brand has closed multiple stores this year, including locations in Guangzhou and Shenzhen, with a current total of 268 stores primarily in first-tier and new first-tier cities [5] Group 5: Magic Coffee Sales Decline - Magic Coffee's sales growth has slowed to 8.7%, with inventory increasing by 27.7%, indicating potential market challenges [6] - The brand's reliance on traditional product formulations has led to consumer dissatisfaction, raising concerns about its market position [6] Group 6: Venezuela Coffee Export Surge - Venezuela's coffee exports have surged by 500%, with plans to further increase exports to 1000% and 2000% in the coming months [7] - The government is pushing for agricultural export strategies, emphasizing the need for domestic producers to allocate at least 20% of their products for export [7]

8月5日，茶咖日报的主要内容有： 183家巴西咖啡公司获准对华出口 8月5日，环球时报报道，中国驻巴西大使馆当地时间2日在社交媒体X上发布消息称，中国新批准183家 巴西咖啡公司对华出口商品，自2025年7月30日起生效，有效期5年。 巴西农业部长法瓦罗转发了这条消息。路透社3日称，对当地出口商来说，这是一个利好消息。 巴西媒体G1报道称，中方措施将使受到美国50%关税影响的巴西咖啡出口商受益。7月30日，美国总统 特朗普签署行政命令，将从8月6日起对巴西输美产品加征40%关税，大部分巴西输美产品关税税率将提 高至50%，虽然有近700项豁免，其中包括飞机、坚果、橙汁等主要对美出口商品，但咖啡不在豁免行 列。 进口自巴西的咖啡占美国每年咖啡总消费量2500万袋的约1/3。巴西咖啡出口商协会技术总监爱德华多· 埃龙称，现在局面令人担忧，社会和经济都会受到关税影响，因为美国是世界上最大的咖啡消费国，且 主要从巴西采购商品。 埃龙补充说，美国短期内无法在市场上获得如此大数量的咖啡，巴西则无法将800万袋咖啡转移到其他 目的地。 在X上，不少巴西网民对中方批准183家巴西咖啡公司对华出口商品表示欢迎。一名网民写道，中 ...