全球领先的新经济产业第三方数据挖掘与分析机构
关于“奶咖”的报告
艾媒咨询 | 2025年中国咖啡市场发展状况与消费行为调查数据
随着公众饮食观念的改变与新品牌崛起的速度加快,中国咖啡市场规模将保持稳定增长态势。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国咖啡市场发展状况与消费行为调查数据》数据显示,2024年中国咖啡行业市场规模为7893亿元,预计2025年将突破万亿元,到2029年有望达到13908亿元,说明伴随城市化进程的加速与消费观念的迭代,中国咖啡市场不再局限于“饮品”属性,更成为承载社交、休闲功能的生活方式符号,展现出蓬勃发展的活力。中国咖啡消费者中,每周喝2-3杯的比例最高,达到32.97%;其次是每周喝一杯的消费者,占比30.42%。在中国消费者喝咖啡场景中,在日常学习或工作时喝咖啡的消费者占比最高,达到47.89%;休闲放松时喝咖啡的消费者占比为45.20%;驾车时或出行途中喝咖啡的消费者占比为36.62%。反映出大多数中国消费者每周喝1-3杯咖啡,且喝咖啡的场景与日常生活、工作节奏及状态深度绑定。
艾媒咨询分析师指出,在未来,中国咖啡市场将在多方面呈现显著发展态势。在消费模式上,线上平台拓展销售边界、精准推送产品,线下门店打造沉浸式体验空间,二者相互赋能;在需求端,伴随消费升级及健康理念普及,年轻群体追求个性化咖啡消费,同时消费者对有机咖啡需求攀升;技术创新贯穿始终,从咖啡豆种植采用智慧农业技术提升产量品质。企业需强化供应链整合,确保优质稳定原料供应;深耕品牌建设,以独特文化内涵吸引消费者;加大研发投入,顺应市场需求推陈出新,以此构建核心竞争力,在激烈市场竞争中脱颖而出。
With the change in public dietary concepts and the accelerated rise of new brands, the scale of China's coffee market will maintain a stable growth trend. According to the latest "Survey Data on the Development Status and Consumption Behavior of China's Coffee Market in 2025" released by iiMedia Research, a leading third-party data mining and analysis institution for the new economy industry worldwide, the market size of China's coffee industry was 789.3 billion yuan in 2024, and it is expected to exceed one trillion yuan in 2025. It is expected to reach 1,390.8 billion yuan by 2029, indicating that with the acceleration of urbanization and the iteration of consumption concepts, the Chinese coffee market is no longer confined to the attribute of "beverages", but has become a lifestyle symbol carrying social and leisure functions, demonstrating vigorous development vitality. Among Chinese coffee consumers, the proportion of those who drink 2 to 3 cups per week is the highest, reaching 32.97%. The second group is consumers who drink one cup per week, accounting for 30.42%. Among the coffee-drinking scenarios in China, the proportion of consumers who drink coffee during their daily study or work is the highest, reaching 47.89%. The proportion of consumers who drink coffee during leisure and relaxation is 45.20%. The proportion of consumers who drink coffee while driving or during their trips is 36.62%. It reflects that the majority of Chinese consumers drink 1 to 3 cups of coffee per week, and the scenarios of coffee consumption are deeply integrated with their daily lives, work rhythms and states.
Analysts from iiMedia Research pointed out that in the future, the Chinese coffee market will show a significant development trend in many aspects. In terms of consumption patterns, online platforms expand sales boundaries and precisely push products, while offline stores create immersive experience Spaces. The two empower each other. On the demand side, with the upgrading of consumption and the popularization of health concepts, young people are pursuing personalized coffee consumption, while the demand for organic coffee among consumers is on the rise. Technological innovation runs through the entire process, from coffee bean cultivation to the application of smart agricultural technologies to enhance yield and quality. Enterprises need to strengthen supply chain integration to ensure a stable and high-quality supply of raw materials. Deeply cultivate brand building and attract consumers with unique cultural connotations; Increase investment in research and development, innovate in response to market demands, and thereby build core competitiveness to stand out in the fierce market competition.艾媒咨询 | 2024年中国咖啡市场消费行为调研报告
当前,随着生活节奏的加快与消费习惯的变化,咖啡已逐渐成为了备受欢迎的休闲饮品,广泛融入人们的休闲时光、日常学习及工作间隙。全球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2024年中国咖啡市场消费行为调研报告》数据显示,超过七成的咖啡爱好者每周至少享用一杯咖啡,将其视为日常生活不可或缺的一部分。在此背景下,咖啡市场迎来了众多参与者,各类咖啡产品层出不穷,其中最受消费者青睐的是星巴克、瑞幸等咖啡店现制现饮咖啡(51.93%),其次是速溶咖啡粉(41.18%)。就咖啡的功能而言,目前消费者最希望其能有效解乏解困(48.88%)、促进新陈代谢(45.23%)等。艾媒咨询分析师认为,尽管咖啡市场前景广阔,但竞争同样异常激烈。企业要想在这个市场中脱颖而出,需持续深入地洞察消费者需求,不断创新研发,推出更多符合消费者期待的咖啡产品。
At present, with the acceleration of the pace of life and the change of consumption habits, coffee has gradually become a popular leisure drink, widely integrated into people's leisure time, daily study and work. According to the latest "2024 China coffee market consumer behavior survey report" released by iiMedia Research, a third-party data mining and analysis institution in the global new economy industry, more than 70% of coffee lovers enjoy at least one cup of coffee every week, and regard it as an indispensable part of daily life. In this context, the coffee market has ushered in a large number of participants, various types of coffee products emerge in an endless flow, of which the most favored by consumers is Starbucks, Luckin and other coffee shops made and drunk coffee (51.93%), followed by instant coffee powder (41.18%). In terms of the function of coffee, consumers most want it to effectively relieve fatigue (48.88%) and promote metabolism (45.23%). Imedia Consulting analysts believe that although the coffee market has broad prospects, the competition is also extremely fierce. In order to stand out in this market, enterprises need to continue to have in-depth insight into consumer needs, continuous innovation and research and development, and launch more coffee products that meet consumer expectations.艾媒报告|2018-2019中国咖啡产业商业模式及用户画像研究报告
本报告研究涉及企业/品牌包括:瑞幸咖啡、友咖啡、Coffee Now、连咖啡、雀巢咖啡、星巴克、麦斯威尔、悠诗诗、G7咖啡、旧街场、后谷咖啡、雅哈咖啡、火咖、春光、乐维萨、意利、皮爷咖啡、奈斯派索、格兰特咖啡、摩可拿、太平洋咖啡
iiMedia Research(艾媒咨询)数据显示,中国咖啡市场规模不断攀升,预计2020年将达3000亿元;其中现磨咖啡市场份额占比为18.0%,远低于全球平均水平87.0%,现磨咖啡市场具有较大的发展潜力。从消费者方面看,70.8%咖啡馆消费者是女性,61.0%咖啡馆消费者年龄位于26到35岁之间,且集中分布在粤广沪地区。
With the change of public dietary concept, the Chinese coffee market is entering a stage of rapid development. As the data of iiMedia Research showed, China's coffee market is expected to reach 300 billion yuan by 2020. The fresh ground coffee market only accounts for 18.0% of the total coffee market in China, which has great potential for development. New retail coffee has attracted the attention of the capital market. From the consumer's point of view, 70.8% of coffee shop consumers are women, and 61.0% of coffee shop consumers are between 26 and 35 years old. Consumers pay more attention to coffee related topics such as cafes, fine coffee and so on.艾媒咨询|2021年中国咖啡行业发展研究报告
本报告涉及的案例/品牌/企业:Manner,三顿半,挪瓦
iiMedia Research(艾媒咨询)数据显示,2021年中国咖啡市场规模约3817亿元,中国消费者饮食观念发生了改变,咖啡逐渐在中国消费者生活中普及,中国咖啡市场进入一个高速发展的阶段,预计行业保持27.2%的增长率上升,2025年中国咖啡市场规模将达10000亿元。艾媒咨询分析师认为,随着行业竞争的加剧,企业客户留存难、客户需求难挖掘等问题降低了企业的发展效率。数字化转型为咖啡企业带来了新的管理工具,企业通过数字化运营进一步提升咖啡行业核心竞争力,拓展市场份额。
According to the data of iimedia research, the scale of China's coffee market is about 381.7 billion yuan in 2021. The dietary concept of Chinese consumers has changed. Coffee is gradually popularized in the lives of Chinese consumers. China's coffee market has entered a stage of rapid development. It is expected that the industry will maintain a growth rate of 27.2%, and the scale of China's coffee market will reach 100 billion yuan in 2025. iiMedia consulting analysts believe that in 2020, the market share of group meal revenue of China's top 100 group meal enterprises accounted for 6.7%, with low market concentration and lack of strong brands in the market. Driven by consumption upgrading, Chinese group meal users pay more attention to product quality and service experience, and customer demand promotes group meal enterprises to develop in the direction of branding.艾媒研报 |2019年瑞幸咖啡(Luckin coffee)燃烧的资本,暴走的“小蓝杯”
中国咖啡市场存量小,市场潜力大。上游和中游的初加工、深加工技术落后,下游缺乏本土知名品牌,未来现磨咖啡增长潜力巨大。瑞幸咖啡凭借低价策略+多元化精准营销,并通过线下密集布局自营店,精准定位咖啡的刚需人群,获取了大量用户。截至2018年底,瑞幸咖啡线下门店总数突破2000家,消费人数达1254万人,销售量超过8968万杯。但瑞幸目前的管理和发展模式正在面临一系列的挑战。主要挑战:(1)中国茶文化底蕴深厚,现磨咖啡刚需市场小;(2)管理粗糙,咖啡品质参差不齐;(3)短期内资金缺口大,盈利成难题。
China's coffee market has a small stock and a large market potential. The Primary and deep processing technologies of the upstream and midstream are backward, and the downstream link lack local famous brands. With the low price strategy + diversified precision marketing strategy, Luckin Coffee has acquired a large number of users through the densely-distributed self-operated stores. By the end of 2018, the total number of stores under the Luckin Coffee line exceeded 2,000, with a consumption of 12.54 million and a sales volume of over 89.68 million. However, Luckin's current management and development model is facing a series of challenges. The main challenges: (1) China's tea culture is profound, freshly brewed coffee just has a small market; (2) Management is rough, quality of coffee is uneven; (3) Short-term funding gap is large, and profitability becomes a problem.艾媒咨询|2021年7-8月中国母婴行业运行双月报
本报告研究涉及企业/品牌/案例:飞鹤,伊利,澳优,贝因美,袋鼠妈妈,红色小象
2021年7-8月母婴行业运行状况良好,在三孩政策以及电商经济等多方面的红利下,下半年母婴行业相关产品及服务需求有望得到提升。从政策上看,国务院及各地方政府颁布了促进生育的相关政策,从育儿假、税收抵免、育儿补贴金等方面着手,保障新生儿家庭的衣食住行等各个方面,以促进中国居民生育状况改善,中国政府长期促进生育率提升的政策将成为大方向。数据显示,近一年来母婴快消品线上市场的增速为13.9%,而线下市场增速仅为4.4%,而在2021年抖音818电商购物节中,母婴商品是直播带货的三大受欢迎商品之一,母婴消费品线上渠道的优势明显。艾媒咨询分析师认为,双十一电商购物节即将到来,母婴行业的商家可着手加强线上渠道销售,加入双十一预售大营,提高商品的销售状况。
From July to August of 2021, the maternal and infant industry will perform well. With the benefits of the three-child policy and the e-commerce economy, the demand for related products and services in the maternal and infant industry is expected to increase in the second half of the year. From a policy point of view, the State Council and various local governments have promulgated relevant policies to promote childbirth, starting from parental leave, tax credits, childcare subsidies, etc., to protect the food, clothing, housing and transportation of newborn families to promote the improvement of the fertility status of Chinese residents. , The Chinese government's long-term policy of promoting the increase in fertility rate will become the general direction. The data shows that in the past year, the growth rate of the online market of maternal and child fast-moving consumer goods is 13.9%, while the growth rate of the offline market is only 4.4%. In the Douyin 818 e-commerce shopping festival in 2021, maternal and child products are live broadcast. One of the three most popular commodities with goods, the online channel of maternal and child consumer goods has obvious advantages. IiMedia Consulting analysts believe that the Double Eleven e-commerce shopping festival is coming soon, and merchants in the maternal and infant industry can start to strengthen online channel sales, join the Double Eleven pre-sale camp, and improve the sales of goods.艾媒咨询 | 2025年中国新式茶饮大数据研究及消费行为调查数据
随着消费者健康意识提升、口味需求多元化,新式茶饮行业正经历深度变革,市场竞争激烈,行业已步入存量竞争阶段。全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)最新发布的《2025年中国新式茶饮大数据研究及消费行为调查数据》数据显示,2024年中国新式茶饮行业市场规模为3547.2亿元,预计未来几年中国新式茶饮市场规模仍将保持稳定增长态势,到2028年有望突破4000亿元,这一增长态势揭示新式茶饮行业已从单一饮品消费升级为融合文化体验、健康生活、社交互动的复合型产业。中国新式茶饮消费者中,每周购买2-3次的消费者占比最高,达到69.76%,每周购买4-6次和购买1次及以下的消费者分别占比18.31%和9.57%,每周购买6次以上的消费者仅占2.36%;64.63%的消费者表示未来购买意愿“不变”,22.75%的消费者表示购买意愿会“增多”,而12.62%的消费者表示购买意愿会“减少”。反映了新式茶饮在中国市场的受欢迎程度,并且大多数消费者对新式茶饮的购买意愿保持稳定。
艾媒咨询分析师指出,在未来中国新式茶饮市场竞争加剧,价格内卷持续,低价产品占比上升挤压利润空间,行业从增量竞争转向存量博弈,中小品牌生存难度加大。同时消费需求升级推动产品向健康化、功能化、个性化延伸,拓展消费场景,AI、大数据等技术深度渗透供应链管理、门店运营、用户服务等环节,优化成本结构,增强供应链响应速度与消费体验。头部企业通过全球化采购、自建生产基地与仓储物流网络,强化原料把控能力,降低中间成本,支撑规模化扩张。
With the improvement of consumers' health awareness and the diversification of taste demands, the new-style tea beverage industry is undergoing profound changes. The market competition is fierce, and the industry has entered a stage of competition for existing customers. According to the latest "2025 China New-Style Tea Beverage Big Data Research and Consumer Behavior Survey Data" released by iiMedia Research, a globally leading third-party data mining and analysis institution for the new economy industry, the market size of China's new-style tea beverage industry will be 354.72 billion yuan in 2024. It is expected that the market size of new-style tea beverages in China will continue to maintain a stable growth trend in the coming years, and is likely to exceed 400 billion yuan by 2028. This growth trend indicates that the new-style tea beverage industry has upgraded from a single beverage consumption to a composite industry integrating cultural experience, healthy living and social interaction. Among Chinese consumers of new-style tea beverages, those who purchase 2-3 times a week account for the highest proportion, reaching 69.76%. Those who purchase 4-6 times a week and those who purchase once or less account for 18.31% and 9.57% respectively. Consumers who purchase more than 6 times a week only account for 2.36%. 64.63% of consumers indicated that their future purchasing intention would remain "unchanged", 22.75% said it would "increase", while 12.62% said it would "decrease". This reflects the popularity of new-style tea beverages in the Chinese market, and the purchasing intention of the majority of consumers for new-style tea beverages remains stable.
Analysts from iiMedia Research pointed out that in the future, competition in China's new-style tea beverage market will intensify, price competition will continue, and the proportion of low-priced products will rise, squeezing profit margins. The industry will shift from incremental competition to a zero-sum game, making it more difficult for small and medium-sized brands to survive. At the same time, the upgrading of consumer demand drives products to extend towards health, functionality and personalization, expanding consumption scenarios. Technologies such as AI and big data deeply penetrate supply chain management, store operation, user service and other links, optimizing the cost structure and enhancing the response speed of the supply chain and the consumption experience. Leading enterprises strengthen their raw material control capabilities, reduce intermediate costs and support large-scale expansion through global procurement, self-built production bases and warehousing and logistics networks.艾媒舆情|2020年中概股遭遇信任危机舆情监测报告
本报告研究涉及企业/品牌/案例:瑞幸咖啡“暴雷”事件;好未来“自爆”事件;跟谁学“夸大数据”事件; 蔚来汽车事件总览 ;
2020年4月2日晚,瑞幸咖啡发布公告承认虚假交易约22亿元人民币,当日瑞幸咖啡股价遭断崖式下跌,一夜蒸发350亿元,直到4月7日晚停牌。早在2个月前,知名做空机构浑水(MuddyWaters Research)针对瑞幸发布做空报告称其存在财务、运营数据作假的行为,当时瑞幸对该报告予以了否认。从一开始的否认造假到自爆虚假交易,瑞幸被做空的事件掀起了中概股做空潮。 近期,做空机构将矛头指向了其他中概股公司,对爱奇艺、好未来、跟谁学等公司发起接连攻击,瑞幸咖啡所产生的“蝴蝶效应”正在持续发酵。
On the evening of April 2, 2020, Ruixing coffee issued a notice admitting that the false transaction was about 2.2 billion yuan. On that day, Ruixing coffee's share price fell precipitously, evaporating 35 billion yuan overnight, until it was suspended on the evening of April 7. As early as two months ago, muddy waters research, a well-known short seller, denied Ruixing's report that it had falsified its financial and operational data when it issued a short report. From the initial denial of false trading to the self explosion of false trading, Ruixing was short event set off a short trend in China's equity market. Recently, short sellers have targeted other Chinese equity companies, launching successive attacks on iqiyi, tal and who to learn from. The "Butterfly Effect" produced by Ruixing coffee is continuously fermenting.
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