如今,咖啡已經成為越來越多中國年輕人的選擇。
最近,哥倫比亞廣播公司(CBS)報道稱,咖啡在中國越來越收歡迎。
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.
據國際咖啡協(xié)會和美國農業(yè)部數(shù)據,咖啡,而不是茶,正成為中國快速增長的中產階級攝入咖啡因的首選來源。在過去的四年間,中國咖啡消費量翻了近三番,咖啡進口量每年增長16%。
南華早報(South China Morning Post)也表示,目前,中國的咖啡產業(yè)市值達146.2億美元(約合人民幣1000億元),其中速溶咖啡(instant coffee)占72%,現(xiàn)磨咖啡(freshly brewed coffee)占18%。
國際咖啡巨頭爭相搶占中國市場
據CBS報道,咖啡業(yè)巨頭星巴克(Starbucks)、咖世家咖啡(Costa Coffee)為搶占中國市場,使出渾身解數(shù)。
中國是星巴克第二大市場,有分店3400家,而星巴克計劃在2022年將這一數(shù)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,星巴克表示計劃未來五年內在中國新開約3000家店,這一數(shù)字是目前其商鋪數(shù)量的兩倍。這標志著新興中國市場口味的改變和購買力的提升。
彭博社(Bloomberg)文章寫道,星巴克對中國市場的發(fā)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.
星巴克這一風靡全球的咖啡品牌在中國下了很大的賭注,預期未來五年內在中國實現(xiàn)收益增長兩倍。
今年8月,星巴克就與阿里巴巴旗下的餓了么聯(lián)合,力圖用外賣服務擴展市場。
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.
阿里巴巴證實其旗下外賣平臺餓了么已經與星巴克合作,將于今年秋天起在北京和上海為消費者提供星巴克咖啡和小食外賣。
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.
星巴克首席執(zhí)行官凱文·約翰遜說,在今年年底前,這一業(yè)務將覆蓋到30個城市的2000家商鋪。
而另一大咖啡連鎖品牌咖世家已經在中國開了數(shù)百家新店??兰铱Х葋喼拗鞴鼙硎?,消費者喜歡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.
咖世家咖啡亞洲主管埃斯特萬·梁說:“(消費者)出沒于適合自身的咖啡店,是他們表達自己、介紹自己的方式……他們消費的產品、購買的食物和品嘗的咖啡都有這種彰顯身份功能。”
路透社文章透露,除了星巴克和咖世家,其他全球連鎖咖啡商也在搶占中國市場。例如,加拿大的提姆霍頓(Tim Hortons)計劃于未來十年在中國開設1500家分店。
除了著名咖啡連鎖品牌,小眾咖啡店也頗受消費者歡迎。而僅在上海一地,就有各色咖啡店6500家。
戴夫·賽敏斯卡(Dave Seminsky)初來中國時就職于蘋果公司,發(fā)現(xiàn)了咖啡在中國市場的巨大發(fā)展?jié)摿?,就轉而在上海開起了咖啡店。
他認為,咖啡在中國前景廣闊:
"You have a very young population that has been exposed to Western influences."
“中國的年輕一代受到西方文化影響。”
"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."
“在未來的30年中,中國將會進口200萬到300萬噸咖啡……目前,全球咖啡供應量為690萬噸。”
市場調查公司歐睿國際(Euromonitor International)報告顯示,中國的咖啡市場潛力巨大。
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.
咖啡生意在中國仍有很大的增長空間。在中國大陸,人均年咖啡銷量僅為3杯,而這一數(shù)字在英國為250,在美國更是高達363。
本土咖啡品牌勢頭強勁
除了國際咖啡品牌,國內企業(yè)也看到了咖啡產業(yè)的巨大商機。
九月初,騰訊也宣布與北京初創(chuàng)企業(yè)瑞幸咖啡(Luckin Coffee)合作,大力拓展咖啡市場。
這一合作將會拓展機器人送餐(robotic delivery of orders)、人臉識別支付(payments using facial recognition)等新功能。
路透社對瑞幸咖啡及其創(chuàng)始人錢治亞(原神州優(yōu)車集團首席執(zhí)行官)曾做過采訪報道,稱其可能是星巴克的“最大噩夢”(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月創(chuàng)立,目前已經在中國13個城市開設了660家咖啡店。它的快速興起得益于低價配送、網上訂購、大力度折扣和員工的高薪福利。
瑞幸咖啡擴張速度驚人,創(chuàng)始人錢治亞認為,現(xiàn)階段首要目的是增加銷量,占領市場份額。
"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."
錢治亞喝著當天的第三杯瑞幸咖啡,在北京總部對路透社說,“我沒有規(guī)劃何時開始盈利,我們現(xiàn)在關心的是消費者數(shù)量,他們是否會二次購買,是否認可我們,以及我們能否占有市場份額。”
瑞幸咖啡充分利用互聯(lián)網優(yōu)勢——外送+制作過程直播+巨大優(yōu)惠力度,開創(chuàng)了一種新的咖啡銷售模式。
當然,這種互聯(lián)網模式咖啡售賣能否順利發(fā)展,仍需要畫個小問號。
"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.
中國互聯(lián)網數(shù)據中心技術咨詢總裁劉興亮表示,“他們是否能真正吸引消費者并在市場上建立壟斷地位仍有待觀察,就像我們在打車行業(yè)所看到的那樣。”