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中国正兴起咖啡热,互联网咖啡成新宠?

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周末约朋友喝个网红咖啡,平时上班随手带一杯卡布奇诺……

如今,咖啡已经成为越来越多中国年轻人的选择。

最近,哥伦比亚广播公司(CBS)报道称,咖啡在中国越来越收欢迎。

中国正兴起咖啡热,互联网咖啡成新宠?

Coffee, not tea, is increasingly becoming the caffeine fix of choice for China's rapidly growing middle class. Coffee consumption in China has nearly tripled in the past four years, with coffee imports growing 16 percent a year, according to the International Coffee Organization and the US Department of Agriculture.

据国际咖啡协会和美国农业部数据,咖啡,而不是茶,正成为中国快速增长的中产阶级摄入咖啡因的首选来源。在过去的四年间,中国咖啡消费量翻了近三番,咖啡进口量每年增长16%。

南华早报(South China Morning Post)也表示,目前,中国的咖啡产业市值达146.2亿美元(约合人民币1000亿元),其中速溶咖啡(instant coffee)占72%,现磨咖啡(freshly brewed coffee)占18%。

 

国际咖啡巨头争相抢占中国市场


据CBS报道,咖啡业巨头星巴克(Starbucks)、咖世家咖啡(Costa Coffee)为抢占中国市场,使出浑身解数。

中国是星巴克第二大市场,有分店3400家,而星巴克计划在2022年将这一数字翻番。

 Starbucks recently revealed plans to build nearly 3,000 new stores in China over the next five years. That almost doubles the number of stores there now. And it marks a notable shift in the tastes and purchasing power of this growing market.

近期,星巴克表示计划未来五年内在中国新开约3000家店,这一数字是目前其商铺数量的两倍。这标志着新兴中国市场口味的改变和购买力的提升。

彭博社(Bloomberg)文章写道,星巴克对中国市场的发展寄予厚望。

The global coffee brand is putting down big bets in China, wagering that it will triple revenue there over the next five years.

星巴克这一风靡全球的咖啡品牌在中国下了很大的赌注,预期未来五年内在中国实现收益增长两倍。

今年8月,星巴克就与阿里巴巴旗下的饿了么联合,力图用外卖服务扩展市场。

Alibaba confirmed that its food delivery arm, Ele.me, has teamed up with Starbucks to deliver coffee and snacks to Chinese consumers starting in fall in Beijing and Shanghai.

阿里巴巴证实其旗下外卖平台饿了么已经与星巴克合作,将于今年秋天起在北京和上海为消费者提供星巴克咖啡和小食外卖。

 

Before the end of the calendar year, the partnership will broaden delivery to 2,000 stores in 30 cities, according to Starbucks President and CEO Kevin Johnson.

星巴克首席执行官凯文·约翰逊说,在今年年底前,这一业务将覆盖到30个城市的2000家商铺。

而另一大咖啡连锁品牌咖世家已经在中国开了数百家新店。咖世家咖啡亚洲主管表示,消费者喜欢用咖啡品牌定位自己的身份。

"To be seen in a coffee shop with which you identify yourself, this is a way for them to express themselves and to say who they are…the products they consume, the food they buy, the coffee they drink," Esteban Liang, managing director of Costa Coffee in Asia, said.

咖世家咖啡亚洲主管埃斯特万·梁说:“(消费者)出没于适合自身的咖啡店,是他们表达自己、介绍自己的方式……他们消费的产品、购买的食物和品尝的咖啡都有这种彰显身份功能。”

 

路透社文章透露,除了星巴克和咖世家,其他全球连锁咖啡商也在抢占中国市场。例如,加拿大的提姆霍顿(Tim Hortons)计划于未来十年在中国开设1500家分店。

除了著名咖啡连锁品牌,小众咖啡店也颇受消费者欢迎。而仅在上海一地,就有各色咖啡店6500家。

戴夫·赛敏斯卡(Dave Seminsky)初来中国时就职于苹果公司,发现了咖啡在中国市场的巨大发展潜力后,就转而在上海开起了咖啡店。

他认为,咖啡在中国前景广阔:

"You have a very young population that has been exposed to Western influences."

“中国的年轻一代受到西方文化影响。”

"In the next 30 years, China could be importing two to three million tons of coffee…and currently the global supply of coffee is 6.9 million tons."

“在未来的30年中,中国将会进口200万到300万吨咖啡……目前,全球咖啡供应量为690万吨。”

市场调查公司欧睿国际(Euromonitor International)报告显示,中国的咖啡市场潜力巨大。

There's still a lot of room for the bean business here to grow. The average person in Chinese mainland consumes just three cups of coffee per year. Compare that to 250 cups per person in the UK and 363 cups in the US.

咖啡生意在中国仍有很大的增长空间。在中国大陆,人均年咖啡销量仅为3杯,而这一数字在英国为250,在美国更是高达363。


本土咖啡品牌势头强劲


除了国际咖啡品牌,国内企业也看到了咖啡产业的巨大商机。

九月初,腾讯也宣布与北京初创企业瑞幸咖啡(Luckin Coffee)合作,大力拓展咖啡市场。

这一合作将会拓展机器人送餐(robotic delivery of orders)、人脸识别支付(payments using facial recognition)等新功能。

 

路透社对瑞幸咖啡及其创始人钱治亚(原神州优车集团首席执行官)曾做过采访报道,称其可能是星巴克的“最大噩梦”(worst nightmare)。

Luckin, which only officially launched in January, has opened more than 660 outlets in 13 Chinese cities thanks to a supercharged growth plan based on cheap delivery, online ordering, big discounts and premium pay for its staff.

瑞幸咖啡于今年1月创立,目前已经在中国13个城市开设了660家咖啡店。它的快速兴起得益于低价配送、网上订购、大力度折扣和员工的高薪福利。

瑞幸咖啡扩张速度惊人,创始人钱治亚认为,现阶段首要目的是增加销量,占领市场份额。

"I don’t have a timeline for profit,” Qian told Reuters at the firm’s Beijing headquarters as she sipped her third Luckin coffee of the day. “For us, what we care about now is the number of users and if they are coming back to us, whether they recognise us, whether we can take market share."

钱治亚喝着当天的第三杯瑞幸咖啡,在北京总部对路透社说,“我没有规划何时开始盈利,我们现在关心的是消费者数量,他们是否会二次购买,是否认可我们,以及我们能否占有市场份额。”

瑞幸咖啡充分利用互联网优势——外送+制作过程直播+巨大优惠力度,开创了一种新的咖啡销售模式。

当然,这种互联网模式咖啡售卖能否顺利发展,仍需要画个小问号。

"It remains to be seen if they can really hook consumers in and create a monopoly in the market, like those we see in sectors like cab-hailing," said Liu Xingliang, president of tech consultancy China Internet Data Center.

中国互联网数据中心技术咨询总裁刘兴亮表示,“他们是否能真正吸引消费者并在市场上建立垄断地位仍有待观察,就像我们在打车行业所看到的那样。”

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