2018咖啡行业研究报告.pdf

2018 2018.7 j i n g d a t a tanyingjingdata zhiniezhinie jinjialijingdata Jinjiali2015 zhumingchijingdata 757540200 j i n g d a t a 1 1.1 1.2 1.3 1.4 1.5 1.6 2.1 2.2 2.3 2.4 3.1 3.2 3.3 3.4 3.5 3.6 4.1 4.2 4.3 4.4 Seesaw Coffee 5.1 5.2 6.1 6.2 & 6.3 2 3 4 5 6 j i n g d a t a 1 1.1 1.2 1.3 1.4 1.5 1.6 CHAPTER 12018 2018 3 j i n g d a t a 1.1 2018 2018 7 Robusta Arabica 2018 2018 3 j i n g d a t a 25 20 1000 2000mm 1.2 2018 2018 7 30 International Coffee Organization 2017/18 958 934.8 893.3 911.0 934.3 947.1 934.8 700 750 800 850 900 950 1000 2013/14 2014/15 2015/16 2016/17 2017/18 20132018 913.5 894.5 912.6 946.2 958.0 700 750 800 850 900 950 1000 2013/14 2014/15 2015/16 2016/17 2017/18 20132018 25 25 83 139 510 120 295 2018 2018 3 j i n g d a t a 18 1989 1997 2015 2015 20 1.3 2018 2018 7 1989 1884 2012 1997 1892 1992 2015 1999 2018 2018 3 j i n g d a t a 12 3 1000 72% 18% 10% 1.4 2018 2018 7 USDA 2017 21.9 2011 2017 CAGR 35.1% USDA Mintel 72% 18% 10% 1106 1091 1628 2181 2416 2833 3655 3825 -2.6% -1.4% 49.2% 34.0% 10.8% 17.3% 29.0% 4.7% -10.0% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 0 500 1000 1500 2000 2500 3000 3500 4000 4500 2011 2012 2013 2014 2015 2016 2017 2018 20112018 YoY CAGR=35.1% 2018 2018 3 j i n g d a t a 4.5 CAGR15% 1.5 2018 2018 7 10 CAGR g 173.03 2% 322 5374 269 48.16 1% 128 3762 188 12.52 15% 1390 90 4.5 10 15% 2% 1% 138.7 142.1 145.6 147.0 149.9 44.2 44.9 45.7 46.4 47.2 5.2 6.5 8.3 10.6 13.4 0.0 20.0 40.0 60.0 80.0 100.0 120.0 140.0 160.0 2013 2014 2015 2016 2017 20132017 USDA 2018 2018 3 j i n g d a t a 13% 87% 18% 3 1000 1.5 2018 2018 7 269 260 9 1 USDA 87% 72% ( 18% 3 10002018 2018 3 j i n g d a t a 1.6 2018 2018 7 0.9%1.2% 18 j i n g d a t a 2 2.1 2.2 2.3 2.4 CHAPTER 22018 2018 3 j i n g d a t a 93% 2.1 1% 93% : 93% : 6% : 1% 2018 2018 7 2018 2018 3 j i n g d a t a 93% 2.1 ( /kg 17.1 17.1 1% 100 83 6% 1667 1567 93% = - = / 2017 7 2018 6 17.1 /kg 17.1 /kg 50%60% B 50150 /kg 100 /kg 83 /kg 1520g 1 1 25 15g 1567 /kg 1667 /kg 1% 6% 93% 2018 2018 7 2018 2018 3 j i n g d a t a 2.2 3 5 5 20 98% 1) 2) 3) 2012 2018 2018 7 2018 2018 3 j i n g d a t a 2.2 17 1 =1/64 1213.5 2018 2018 7 2018 2018 3 j i n g d a t a 2.3