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看山不是海

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看山不是海

2025-07-06

这篇文章不错，转发给大家看看

周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗

看山不是海

2025-07-06

这篇文章不错，转发给大家看看

周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗

看山不是海

2025-07-06

77//

周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗

看山不是海

2025-04-11

$瑞幸咖啡(LKNCY)$ 快逃

看山不是海

2024-05-04

$瑞幸咖啡(LKNCY)$ 大佬下场了

看山不是海

2023-05-31

分析很到位

抱歉，原内容已删除

看山不是海

2021-12-16

明码标价的东西，怎么就偷偷了？

瑞幸咖啡又偷偷“涨价”了

看山不是海

2021-08-03

啥都不懂写这么多[笑哭]

抱歉，原内容已删除

看山不是海

2021-07-30

这个记者活在去年吗？造假事件都过去一年了，还说最近？

抱歉，原内容已删除

看山不是海

2021-01-07

贼喊抓贼，很贴切

抱歉，原内容已删除

看山不是海

2020-02-01

$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危

看山不是海

2020-01-10

$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得"你们不亏钱，谁亏钱"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。

看山不是海

2019-07-31

$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。

看山不是海

2019-05-30

$瑞幸咖啡(LK)$ 谨慎做空瑞幸，我只能帮你们这么多了！

去老虎APP查看更多动态

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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","161125":"标普500","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4585":"ETF&股票定投概念","SSO":"2倍做多标普500ETF-ProShares","BK1147":"投资银行业与经纪业","PSQ":"做空纳斯达克100指数ETF-ProShares","USJW.SI":"ALPHAB 3xLongSG261006","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF","03086":"华夏纳指","TSYW.SI":"TESLA 3xLongSG261006","VOO":"Vanguard标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","NVIW.SI":"NVDA 3xLongSG261006",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","BK4504":"桥水持仓","BK4588":"碎股","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SDOW":"三倍做空道指30ETF-ProShares","USAW.SI":"AMZN 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18:24","market":"us","language":"zh","title":"瑞幸咖啡又偷偷“涨价”了","url":"https://stock-news.laohu8.com/highlight/detail?id=1113781046","media":"iFeng科技","summary":"明涨暗调的价格，驱动了瑞幸咖啡的营收增长。\n\n 核心提示：\n\n\n 1.瑞幸咖啡越来越“贵”，原来25元的饮品涨到28元，再涨到31元。有网友抱怨：“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸","content":"<p>明涨暗调的价格，驱动了瑞幸咖啡的营收增长。</p>\n<blockquote>\n 核心提示：\n</blockquote>\n<blockquote>\n 1.瑞幸咖啡越来越“贵”，原来25元的饮品涨到28元，再涨到31元。有网友抱怨：“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸的意义了”。\n</blockquote>\n<blockquote>\n 2.明涨暗调的价格，驱动了瑞幸咖啡的营收增长。三季度瑞幸净营收同比增长105.6%，净亏损同比收窄98.6%。\n</blockquote>\n<blockquote>\n 3.“瑞幸一直以性价比著称，若持续涨价，在竞争激烈的市场或许会面临客户流失问题。”市场分析人士认为，瑞幸咖啡不仅要面临星巴克的竞争，还要迎对Manner、Stand等咖啡品牌的强势冲击，失去低价优势，会面临很大考验。\n</blockquote>\n<p>最近的咖啡市场不太平静。星巴克承认使用过期食材，而对标它的瑞幸咖啡又涨价了。</p>\n<p>有细心消费者发现，瑞幸咖啡的外卖价格每杯涨了3元。同一家门店，生椰丝绒拿铁自提价每杯19元，外卖却要21元，配送费依旧为6元；厚乳白、澳瑞白等产品外送也从一杯29元涨到了32元。</p>\n<p>凤凰网科技就此询问瑞幸客服，对方表示，商品实际价格可能因不同门店发生变化。</p>\n<p><img src=\"https://static.tigerbbs.com/2ab98be27c888fdcb8ba0f1494320799\" tg-width=\"1019\" tg-height=\"2002\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/f71f6ec4841ba08e54eb07dfe61746d5\" tg-width=\"1080\" tg-height=\"2056\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图：瑞幸外卖和自提产品价格对比。）</p>\n<p>这并不是瑞幸首次涨价。据媒体报道，今年3月，瑞幸咖啡全线饮品价格普涨1元。除了明面上提价，瑞幸咖啡还通过“调整优惠幅度”逐渐变贵，以往1.8折、2.8折优惠券早已转为经常性的 5折、4.8折。</p>\n<p>明涨暗调的价格，驱动了瑞幸咖啡的营收增长。瑞幸咖啡2021第三季度最新的财报显示，净营收23.5002亿元，较去年同期11.43亿元增长105.6%；净亏损2350万元，同比收窄98.6%。</p>\n<p>财务造假事发之前，瑞幸咖啡延用了神州系的快速融资打法，以大额优惠券拉新、门店大幅扩张席卷中国咖啡市场，也让优惠、低价的品牌形象深入人心。因造假事件退市之后，瑞幸咖啡为了摆脱巨额亏损，除了关停门店外，也变得不再“实惠”。</p>\n<p>上海市食品协会咖啡专业委员会主任王振东向凤凰网科技表示，现在的瑞幸咖啡不仅要面临星巴克的竞争，还要迎对Manner、Stand等咖啡品牌的强势冲击。失去低价优势，瑞幸留存和吸引用户的关键在于能否凭借数字化能力精细运营，以及能否持续提升产品品质。</p>\n<p><b>一杯咖啡30多元，瑞幸又涨价了</b></p>\n<p>早在2020年年初，瑞幸咖啡就全线产品上涨1元。彼时，瑞幸方面回应称：属于正常的运营政策调整，优惠减免根据情况调整。</p>\n<p>值得注意的是，财务造假事发后，瑞幸咖啡越来越“贵”，消费者对此感受颇深：1.8折、2.8折的优惠券早已不见，产品价格也悄悄调整，原来25元的饮品上调至28元，28元涨至31元。</p>\n<p>一位瑞幸咖啡会员表示，原来一杯厚乳拿铁只要16元，后来涨到18元，现在又涨到20元，若是没有优惠券一杯需要29元。</p>\n<p><img src=\"https://static.tigerbbs.com/9f707c029cd5f26490b3995796220992\" tg-width=\"828\" tg-height=\"1218\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>（图：用户向瑞幸客服反映涨价情况。）</p>\n<p>凤凰网科技近日探访了北京市来广营地区的瑞幸门店，发现两家相隔不到一公里的门店也存在着价差。</p>\n<p>门店工作人员解释称，公司会依据各门店实际情况差别定价，不同门店有1至2元的价格差异。至于外送与自提价格不一致的情况，也是不同场景下的价格调整。该工作人员还表示，虽然价格有差异，但产品都是一样的。</p>\n<p>由于瑞幸咖啡并没有对外公布涨价一事，不少用户表示不满。“不能通过优惠的价格抢占市场后，就开始涨价。太贵的话（我们）还不如喝星巴克，图便宜还不如喝711、全家。”</p>\n<p>也有消费者称，涨价也能理解，但不能一声不吭偷偷摸摸的就涨了，有种被瑞幸欺骗的感觉。</p>\n<p><img src=\"https://static.tigerbbs.com/be33e6320c2845ac31eeeadafb284f1b\" tg-width=\"797\" tg-height=\"1091\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>对于门店定价的差异，中国食品产业分析师朱丹蓬告诉凤凰网科技，单店单价的情况十几年前就已经出现，这是瑞幸咖啡精细化运营的表现。</p>\n<p>瑞幸涨价另一个原因，是咖啡原料价格的上涨。王振东表示，上半年由于大宗商品涨价影响，咖啡行业整体运营压力大，很多品牌都上调了产品价格。</p>\n<p>不再烧钱补贴，能留住消费者吗？</p>\n<p>瑞幸咖啡当初在市场上快速崛起的原因之一便是其更具性价比，相比30元左右一杯的星巴克，瑞幸在大额补贴时期单杯只要十元左右，亲民的价格很快便俘获了用户的心。</p>\n<p>背靠“神州系”，瑞幸咖啡成立之初便采用了大额烧钱补贴、门店快速复制扩张的经营方式，这让其迅速在市场中站稳脚跟，并成为资本宠儿，仅一年时间就实现上市，更是通过“请全国人民喝咖啡”的用户教育，让优惠低价的品牌形象深入人心。</p>\n<p>但在财务造假退市后，瑞幸为了自救改变了原有的经营方式。一方面，战略性的关闭表现不佳的门店；另一方面，从原本烧钱扩张，转为精细化运营，不再发放大额补贴，而是打造生椰拿铁、厚乳拿铁等爆款产品，以及私域社群运营。</p>\n<p>一系列举措背后，瑞幸咖啡经营数据不断好转。2021第三季度，瑞幸23.5亿元的总收入同比增长105.6%，净亏损收窄至2350万元。</p>\n<p>涨价是瑞幸营收增长的重要驱动因素之一。财报提到，营收的增长主要是由公司产品的平均销售价格的提高、每月交易客户数量的增加、店铺的增加和销售产品数量的增加推动的。</p>\n<p>不再烧钱补贴的瑞幸咖啡，逐渐摆脱巨额亏损，但也饱受消费者诟病。有网友抱怨道，“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸的意义了。”</p>\n<p>在黑猫投诉平台上，新增了不少关于瑞幸的虚假优惠、产品涨价信息。其中一则投诉信息显示，该用户通过交通银行App购买了13元抵扣22元的瑞幸咖啡饮品券，已兑换至瑞幸App上，并未使用。由于瑞幸从去年涨价，以及平台不同优惠活动，现在使用这张饮品券比不使用还贵，希望退券。</p>\n<p>某不愿具名的资深品牌总监向凤凰网科技表示，瑞幸的问题在于，消费者并不愿意为品牌价值买单，以至于出现涨价会感到不值或被欺骗的现象。</p>\n<p>竞争对手蚕食市场，瑞幸遭受挤压</p>\n<p>越来越贵的瑞幸，除了被消费者质疑外，还面临着强劲对手的冲击。</p>\n<p>咨询机构Mordor Intelligence此前预测，中国咖啡市场因新冠疫情的封锁打击后，将在2021年至2026年期间以超过10%的复合年增长率增长。而目前中国每年人均仅消费6杯咖啡，市场还有很大潜力。</p>\n<p>巨大规模吸引下，三顿半、时萃等快消式咖啡，manner、鱼眼咖啡等精品咖啡品牌等层出不穷。在资本的加持下，部分咖啡品牌门店数量直逼瑞幸咖啡。</p>\n<p>今年上半年，上海咖啡连锁品牌Manner连续获得了淡马锡、美团龙珠、字节跳动三轮数亿美元投资。数次融资后，Manner也一改往年四年只开50家门店的策略，在最近八个多月在一线、新一线城市铺店近百家。在坪效控制上，Manner也采用“小店高坪效”的经营模式，相比瑞幸20平的小店面积，Manner把部分门店压缩到了10平以内。</p>\n<p>除了来势汹汹的新锐品牌外，全家、711、便利蜂等便利店销售的咖啡产品，普遍定位为10元一下，在低价市场给瑞幸带来冲击。便利蜂的工作人员曾透露，除开成本外，咖啡产品毛利率在40%以上。</p>\n<p>尽管瑞幸咖啡的价位控制在30元及以下，但面临着中高端，以及低价市场同时被挤压的窘境。而从瑞幸的财报可以看出，其目前的重心依旧是降本增效，很难像以往那样大举扩张门店和大额补贴。</p>\n<p>“瑞幸一直以性价比著称，若持续涨价，在竞争激烈的市场或许会面临客户流失问题。”王振东表示，中国的咖啡市场已从“价格竞争”转向”产品竞争”，咖啡品牌要有差异化竞争能力。</p>\n<p>王振东认为，“对于瑞幸而言，留存和吸引消费群体的关键在于是否有过硬的数字化运营能力，是否能持续推出高品质的产品。”</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞幸咖啡又偷偷“涨价”了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞幸咖啡又偷偷“涨价”了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 18:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1528347431099657><strong>iFeng科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明涨暗调的价格，驱动了瑞幸咖啡的营收增长。\n\n 核心提示：\n\n\n 1.瑞幸咖啡越来越“贵”，原来25元的饮品涨到28元，再涨到31元。有网友抱怨：“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸的意义了”。\n\n\n 2.明涨暗调的价格，驱动了瑞幸咖啡的营收增长。三季度瑞幸净营收同比增长105.6%，净亏损同比收窄98.6%。\n\n\n 3.“瑞幸一直以性价比著称，若持续涨价，在竞争激烈的市场或许会...</p>\n\n<a href=\"https://36kr.com/p/1528347431099657\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/324e43c6c2694249d5fc03a098a94f36","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://36kr.com/p/1528347431099657","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113781046","content_text":"明涨暗调的价格，驱动了瑞幸咖啡的营收增长。\n\n 核心提示：\n\n\n 1.瑞幸咖啡越来越“贵”，原来25元的饮品涨到28元，再涨到31元。有网友抱怨：“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸的意义了”。\n\n\n 2.明涨暗调的价格，驱动了瑞幸咖啡的营收增长。三季度瑞幸净营收同比增长105.6%，净亏损同比收窄98.6%。\n\n\n 3.“瑞幸一直以性价比著称，若持续涨价，在竞争激烈的市场或许会面临客户流失问题。”市场分析人士认为，瑞幸咖啡不仅要面临星巴克的竞争，还要迎对Manner、Stand等咖啡品牌的强势冲击，失去低价优势，会面临很大考验。\n\n最近的咖啡市场不太平静。星巴克承认使用过期食材，而对标它的瑞幸咖啡又涨价了。\n有细心消费者发现，瑞幸咖啡的外卖价格每杯涨了3元。同一家门店，生椰丝绒拿铁自提价每杯19元，外卖却要21元，配送费依旧为6元；厚乳白、澳瑞白等产品外送也从一杯29元涨到了32元。\n凤凰网科技就此询问瑞幸客服，对方表示，商品实际价格可能因不同门店发生变化。\n\n\n（图：瑞幸外卖和自提产品价格对比。）\n这并不是瑞幸首次涨价。据媒体报道，今年3月，瑞幸咖啡全线饮品价格普涨1元。除了明面上提价，瑞幸咖啡还通过“调整优惠幅度”逐渐变贵，以往1.8折、2.8折优惠券早已转为经常性的 5折、4.8折。\n明涨暗调的价格，驱动了瑞幸咖啡的营收增长。瑞幸咖啡2021第三季度最新的财报显示，净营收23.5002亿元，较去年同期11.43亿元增长105.6%；净亏损2350万元，同比收窄98.6%。\n财务造假事发之前，瑞幸咖啡延用了神州系的快速融资打法，以大额优惠券拉新、门店大幅扩张席卷中国咖啡市场，也让优惠、低价的品牌形象深入人心。因造假事件退市之后，瑞幸咖啡为了摆脱巨额亏损，除了关停门店外，也变得不再“实惠”。\n上海市食品协会咖啡专业委员会主任王振东向凤凰网科技表示，现在的瑞幸咖啡不仅要面临星巴克的竞争，还要迎对Manner、Stand等咖啡品牌的强势冲击。失去低价优势，瑞幸留存和吸引用户的关键在于能否凭借数字化能力精细运营，以及能否持续提升产品品质。\n一杯咖啡30多元，瑞幸又涨价了\n早在2020年年初，瑞幸咖啡就全线产品上涨1元。彼时，瑞幸方面回应称：属于正常的运营政策调整，优惠减免根据情况调整。\n值得注意的是，财务造假事发后，瑞幸咖啡越来越“贵”，消费者对此感受颇深：1.8折、2.8折的优惠券早已不见，产品价格也悄悄调整，原来25元的饮品上调至28元，28元涨至31元。\n一位瑞幸咖啡会员表示，原来一杯厚乳拿铁只要16元，后来涨到18元，现在又涨到20元，若是没有优惠券一杯需要29元。\n\n（图：用户向瑞幸客服反映涨价情况。）\n凤凰网科技近日探访了北京市来广营地区的瑞幸门店，发现两家相隔不到一公里的门店也存在着价差。\n门店工作人员解释称，公司会依据各门店实际情况差别定价，不同门店有1至2元的价格差异。至于外送与自提价格不一致的情况，也是不同场景下的价格调整。该工作人员还表示，虽然价格有差异，但产品都是一样的。\n由于瑞幸咖啡并没有对外公布涨价一事，不少用户表示不满。“不能通过优惠的价格抢占市场后，就开始涨价。太贵的话（我们）还不如喝星巴克，图便宜还不如喝711、全家。”\n也有消费者称，涨价也能理解，但不能一声不吭偷偷摸摸的就涨了，有种被瑞幸欺骗的感觉。\n\n对于门店定价的差异，中国食品产业分析师朱丹蓬告诉凤凰网科技，单店单价的情况十几年前就已经出现，这是瑞幸咖啡精细化运营的表现。\n瑞幸涨价另一个原因，是咖啡原料价格的上涨。王振东表示，上半年由于大宗商品涨价影响，咖啡行业整体运营压力大，很多品牌都上调了产品价格。\n不再烧钱补贴，能留住消费者吗？\n瑞幸咖啡当初在市场上快速崛起的原因之一便是其更具性价比，相比30元左右一杯的星巴克，瑞幸在大额补贴时期单杯只要十元左右，亲民的价格很快便俘获了用户的心。\n背靠“神州系”，瑞幸咖啡成立之初便采用了大额烧钱补贴、门店快速复制扩张的经营方式，这让其迅速在市场中站稳脚跟，并成为资本宠儿，仅一年时间就实现上市，更是通过“请全国人民喝咖啡”的用户教育，让优惠低价的品牌形象深入人心。\n但在财务造假退市后，瑞幸为了自救改变了原有的经营方式。一方面，战略性的关闭表现不佳的门店；另一方面，从原本烧钱扩张，转为精细化运营，不再发放大额补贴，而是打造生椰拿铁、厚乳拿铁等爆款产品，以及私域社群运营。\n一系列举措背后，瑞幸咖啡经营数据不断好转。2021第三季度，瑞幸23.5亿元的总收入同比增长105.6%，净亏损收窄至2350万元。\n涨价是瑞幸营收增长的重要驱动因素之一。财报提到，营收的增长主要是由公司产品的平均销售价格的提高、每月交易客户数量的增加、店铺的增加和销售产品数量的增加推动的。\n不再烧钱补贴的瑞幸咖啡，逐渐摆脱巨额亏损，但也饱受消费者诟病。有网友抱怨道，“30元一杯的瑞幸咖啡，都快赶上星巴克了，找不到喝瑞幸的意义了。”\n在黑猫投诉平台上，新增了不少关于瑞幸的虚假优惠、产品涨价信息。其中一则投诉信息显示，该用户通过交通银行App购买了13元抵扣22元的瑞幸咖啡饮品券，已兑换至瑞幸App上，并未使用。由于瑞幸从去年涨价，以及平台不同优惠活动，现在使用这张饮品券比不使用还贵，希望退券。\n某不愿具名的资深品牌总监向凤凰网科技表示，瑞幸的问题在于，消费者并不愿意为品牌价值买单，以至于出现涨价会感到不值或被欺骗的现象。\n竞争对手蚕食市场，瑞幸遭受挤压\n越来越贵的瑞幸，除了被消费者质疑外，还面临着强劲对手的冲击。\n咨询机构Mordor Intelligence此前预测，中国咖啡市场因新冠疫情的封锁打击后，将在2021年至2026年期间以超过10%的复合年增长率增长。而目前中国每年人均仅消费6杯咖啡，市场还有很大潜力。\n巨大规模吸引下，三顿半、时萃等快消式咖啡，manner、鱼眼咖啡等精品咖啡品牌等层出不穷。在资本的加持下，部分咖啡品牌门店数量直逼瑞幸咖啡。\n今年上半年，上海咖啡连锁品牌Manner连续获得了淡马锡、美团龙珠、字节跳动三轮数亿美元投资。数次融资后，Manner也一改往年四年只开50家门店的策略，在最近八个多月在一线、新一线城市铺店近百家。在坪效控制上，Manner也采用“小店高坪效”的经营模式，相比瑞幸20平的小店面积，Manner把部分门店压缩到了10平以内。\n除了来势汹汹的新锐品牌外，全家、711、便利蜂等便利店销售的咖啡产品，普遍定位为10元一下，在低价市场给瑞幸带来冲击。便利蜂的工作人员曾透露，除开成本外，咖啡产品毛利率在40%以上。\n尽管瑞幸咖啡的价位控制在30元及以下，但面临着中高端，以及低价市场同时被挤压的窘境。而从瑞幸的财报可以看出，其目前的重心依旧是降本增效，很难像以往那样大举扩张门店和大额补贴。\n“瑞幸一直以性价比著称，若持续涨价，在竞争激烈的市场或许会面临客户流失问题。”王振东表示，中国的咖啡市场已从“价格竞争”转向”产品竞争”，咖啡品牌要有差异化竞争能力。\n王振东认为，“对于瑞幸而言，留存和吸引消费群体的关键在于是否有过硬的数字化运营能力，是否能持续推出高品质的产品。”","news_type":1,"symbols_score_info":{"LKNCY":0.9}},"isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804314097,"gmtCreate":1627922216619,"gmtModify":1627922216619,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"啥都不懂写这么多[笑哭]&nbsp;","listText":"啥都不懂写这么多[笑哭]&nbsp;","text":"啥都不懂写这么多[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804314097","repostId":"1116878944","repostType":2,"isVote":1,"tweetType":1,"viewCount":3877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806854243,"gmtCreate":1627651174782,"gmtModify":1627653436881,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"这个记者活在去年吗？造假事件都过去一年了，还说最近？","listText":"这个记者活在去年吗？造假事件都过去一年了，还说最近？","text":"这个记者活在去年吗？造假事件都过去一年了，还说最近？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806854243","repostId":"2155155385","repostType":2,"isVote":1,"tweetType":1,"viewCount":3758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336060325,"gmtCreate":1609994391467,"gmtModify":1703741868516,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"贼喊抓贼，很贴切","listText":"贼喊抓贼，很贴切","text":"贼喊抓贼，很贴切","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336060325","repostId":"1159356129","repostType":2,"isVote":1,"tweetType":1,"viewCount":4805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915078445,"gmtCreate":1580524479887,"gmtModify":1704341795202,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","listText":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","text":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915078445","isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918929252,"gmtCreate":1578614989276,"gmtModify":1704337959889,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","listText":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","text":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/918929252","isVote":1,"tweetType":1,"viewCount":5864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435203614623236","authorId":"3435203614623236","name":"空头小王子","avatar":"https://static.tigerbbs.com/4773a47e6e1821e413369a6592117c53","crmLevel":1,"crmLevelSwitch":0,"idStr":"3435203614623236","authorIdStr":"3435203614623236"},"content":"这是资本逻辑，不是发展逻辑","text":"这是资本逻辑，不是发展逻辑","html":"这是资本逻辑，不是发展逻辑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991100606,"gmtCreate":1564580948905,"gmtModify":1704707395410,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521232045926312","authorIdStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。","listText":"$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。","text":"$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/991100606","isVote":1,"tweetType":1,"viewCount":6292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494110855125892","authorId":"3494110855125892","name":"zzu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494110855125892","authorIdStr":"3494110855125892"},"content":"发表下意见啊，不要一来就装个大神，说一句有无就消失了，说来大家讨论讨论啊","text":"发表下意见啊，不要一来就装个大神，说一句有无就消失了，说来大家讨论讨论啊","html":"发表下意见啊，不要一来就装个大神，说一句有无就消失了，说来大家讨论讨论啊"},{"author":{"id":"3519832254064216","authorId":"3519832254064216","name":"啊呜喵喵喵","avatar":"https://static.tigerbbs.com/8f0da0733312b8c815c2c72eeffccf23","crmLevel":1,"crmLevelSwitch":1,"idStr":"3519832254064216","authorIdStr":"3519832254064216"},"content":"没有啊，我就和他们不一样。我都是丢硬币决定的 [贱笑] 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谨慎做空瑞幸，我只能帮你们这么多了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/906445347","isVote":1,"tweetType":1,"viewCount":7675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":991100606,"gmtCreate":1564580948905,"gmtModify":1704707395410,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。","listText":"$瑞幸咖啡(LK)$ 看评论，真的一堆赌徒：做多做空全凭感觉。","text":"$瑞幸咖啡(LK)$ 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[贱笑]","html":"没有啊，我就和他们不一样。我都是丢硬币决定的 [贱笑] [贱笑] [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302346502439216,"gmtCreate":1714821248418,"gmtModify":1714821251991,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ &nbsp;</a>大佬下场了","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$ &nbsp;</a>大佬下场了","text":"$瑞幸咖啡(LKNCY)$ 大佬下场了","images":[{"img":"https://static.tigerbbs.com/f9af9a78d6d2bef1a0846d3446490cd4","width":"1080","height":"1521"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/302346502439216","isVote":1,"tweetType":1,"viewCount":6993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549017084448227","authorId":"3549017084448227","name":"Aiyayaya","avatar":"https://static.tigerbbs.com/aa898988492890b1563e00431b75c364","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3549017084448227","idStr":"3549017084448227"},"content":"大佬纷纷下场，更加不舍得卖掉了 [开心]","text":"大佬纷纷下场，更加不舍得卖掉了 [开心]","html":"大佬纷纷下场，更加不舍得卖掉了 [开心]"},{"author":{"id":"3549017084448227","authorId":"3549017084448227","name":"Aiyayaya","avatar":"https://static.tigerbbs.com/aa898988492890b1563e00431b75c364","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3549017084448227","idStr":"3549017084448227"},"content":"原来我的眼光和股神差不了多少嘛！哈哈哈 [贱笑]","text":"原来我的眼光和股神差不了多少嘛！哈哈哈 [贱笑]","html":"原来我的眼光和股神差不了多少嘛！哈哈哈 [贱笑]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":918929252,"gmtCreate":1578614989276,"gmtModify":1704337959889,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","listText":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","text":"$瑞幸咖啡(LK)$ 看群里的一堆空头发言，真的觉得\"你们不亏钱，谁亏钱\"。永远为自己找理由，人家明明有很强的发展逻辑，你非得为自己错误的选择找理由。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/918929252","isVote":1,"tweetType":1,"viewCount":5864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435203614623236","authorId":"3435203614623236","name":"空头小王子","avatar":"https://static.tigerbbs.com/4773a47e6e1821e413369a6592117c53","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3435203614623236","idStr":"3435203614623236"},"content":"这是资本逻辑，不是发展逻辑","text":"这是资本逻辑，不是发展逻辑","html":"这是资本逻辑，不是发展逻辑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906445347,"gmtCreate":1559146646389,"gmtModify":1704697828138,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 谨慎做空瑞幸，我只能帮你们这么多了！","listText":"$瑞幸咖啡(LK)$ 谨慎做空瑞幸，我只能帮你们这么多了！","text":"$瑞幸咖啡(LK)$ 谨慎做空瑞幸，我只能帮你们这么多了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/906445347","isVote":1,"tweetType":1,"viewCount":7675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915078445,"gmtCreate":1580524479887,"gmtModify":1704341795202,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","listText":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","text":"$瑞幸咖啡(LK)$ 这个时间点做空，明显乘人之危","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915078445","isVote":1,"tweetType":1,"viewCount":3313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453723357766392,"gmtCreate":1751794207954,"gmtModify":1751794209515,"author":{"id":"3521232045926312","authorId":"3521232045926312","name":"看山不是海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521232045926312","idStr":"3521232045926312"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453723357766392","repostId":"2549908083","repostType":2,"repost":{"id":"2549908083","kind":"live","pubTimestamp":1751649739,"share":"https://www.laohu8.com/m/news/2549908083?lang=zh_CN&edition=full","pubTime":"2025-07-05 01:22","market":"sh","language":"zh","title":"周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗","url":"https://stock-news.laohu8.com/highlight/detail?id=2549908083","media":"智通财经","summary":"周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗素2000股指期货跌1.21%。","content":"<html><body><div>\n<div>\r\n                  周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗素2000股指期货跌1.21%。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>周五（7月4日））纽约尾盘标普500股指期货最终下跌0.69%道指期货跌0.61%纳斯达克100股指期货跌0.71%。罗</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","161125":"标普500","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4585":"ETF&股票定投概念","SSO":"2倍做多标普500ETF-ProShares","BK1147":"投资银行业与经纪业","PSQ":"做空纳斯达克100指数ETF-ProShares","USJW.SI":"ALPHAB 3xLongSG261006","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF","03086":"华夏纳指","TSYW.SI":"TESLA 3xLongSG261006","VOO":"Vanguard标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","NVIW.SI":"NVDA 3xLongSG261006",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","BK4504":"桥水持仓","BK4588":"碎股","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SDOW":"三倍做空道指30ETF-ProShares","USAW.SI":"AMZN 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159632":"纳斯达克","161125":"标普500","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4585":"ETF&股票定投概念","SSO":"2倍做多标普500ETF-ProShares","BK1147":"投资银行业与经纪业","PSQ":"做空纳斯达克100指数ETF-ProShares","USJW.SI":"ALPHAB 3xLongSG261006","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","IVV":"标普500ETF-iShares","QQQ":"纳指100ETF","03086":"华夏纳指","TSYW.SI":"TESLA 3xLongSG261006","VOO":"Vanguard标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","NVIW.SI":"NVDA 3xLongSG261006",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","SH":"做空标普500-Proshares","BK4504":"桥水持仓","BK4588":"碎股","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","SDOW":"三倍做空道指30ETF-ProShares","USAW.SI":"AMZN 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