10yue30ri,ruixingkafei(otc:lkncy)fabule2024niandisanjidudecaibao。caibaoxianshi,ruixingkafeidisanjiduzongjingshouruwei101.81yiyuanrenminbi,tongbizengzhang41.4%,danjijingshourushoucipobaiyi,zaimeiguohuijizhunze(gaap)xiayingyelirunwei15.57yiyuanrenminbi,yingyelirunlvwei15.3%。ruixingkafeizaishouru、lirunshuipingfangmiandouchuangxialishixingao。
zaizhongguokafeixingyezhengtishoudaohongguanhuanjingyingxiangshi,ruixingkafeiyijiunenggoufahuizhongguotoubukafeipinpaideguimohuayoushi,tixianchukechixudezengzhangrenxing,bingchuangxiadanjiyingshoushishangxingao。zaizheibeihou,ruixingkafeichixubuduandizaimendianmoxing、chanpinchuangxinhegongyinglianshangzengqiangshichangjingzhengli,zuizhongtupoziwo,lianjiuledanjibaiyidekafeichuanqi。
门店规模中国居首
wanchengliangwanjiamendianhou,ruixingmendiankuozhangwenbutuijin,chixubaochizhezhongguokafeishichangshangmendianshuliangdiyidebaozuo,jiangguimoxiaoyingchixufangda。
jutilaikan,jiezhidaosanjidumo,ruixingkafeimendianzongshuda21343jia,qizhongziyingmendian13936jia,lianyingmendian7407jia,mendianguimowenjuzhongguokafeixingyeshouwei。zaiguojishichangfangmian,benjiduruixingkafeizaixinjiapojingzeng8jiamendian,jidumomendianzongshuda45jia。
jinxienian,ruixingzaichangguilianyingzhengcewai,fangkaileteshudianweidejiameng,yikaijingengduodeyiyuan、xuexiao、jingqudengdianwei。zairuixingkafeimeizhougengxindexinkaimendianliebiaozhong,baohanlegaoxiao、yiyuan、yuanquyijifengbixieziloudengteshudianwei,suishimanzubutongchangsuodekehuquntixuqiu。
duibijiezhi2023nianniandidemendianshuju,ruixingzaiqiansanjikaisheziyingmendian3338jia,lianyingmendian1787jia,congzongliangshangkan,ziyingyulianyingmendiandebiliyizhibaochizaijiejin2:1dejiankangzhuangtai,qielianyingmendiandeshouruzengzhangxiangduikeguan。
congmendianyunyingcengmianlaikan,ruixingkafeidefazhanmoshiyijingzhujianchengshubingjuyoukefuzhixing。
caibaoshujuxianshi,ruixingkafeidisanjiduziyingmendianshouruwei75.01yiyuanrenminbi,jiao2023niantongqide51.41yiyuanrenminbizengzhang45.9%。disanjiduziyingmendianmendiancengmianlirunwei17.46yiyuanrenminbi,ziyingmendianmendiancengmianlirunlvwei23.3%,2023niantongqiwei11.85yiyuanrenminbi,mendiancengmianlirunlvwei23.1%。disanjidulianyingmendianshouru23.41yiyuanrenminbi,jiao2023niantongqide18.41yiyuanrenminbizengzhangle27.2%。
baozhangruixingyoukuaiyouwenxingchengshuwanjiamendianyunyingdebeihou,libukaichengshudegongyingliantixi、chixubuduandexinpinyanfanengli,yijiduixiaofeirenqunxizhiruweidedongxi。
mendianyoushilianjiegongyinglianpingtaihexiaofeizhedezhongyaoshuniu,zheizhonglianjiegaoxiaoerjingzhun。ruixingkafeiyituozhihuigongyinglianpingtai,jinxingquanliantiaoyewuliufugai,shixiancongchanpin、caigou、mendiandinghuodaocangchupeisongdeyewuchuanlianjixietongjuece,manzuzhongduanxiaofeizhexifenhuadekouweixuqiu。
产品创新持续不断
zaifuzadeshichanghuanjingxia,ruixingkafeibaochigaopindechanpinchuxinlv,zai2023niangongtuichu102kuanxinpin,jinniansangejiduxinpintuichudeshuliangfenbiewei22kuan、30kuanhe28kuan。yucitongshi,ruixinghaiweirao“shangwukafei,xiawucha”gainian,nulimanzuxiaofeizhededuoyuanxiaofeixuqiu,rangchanpinxianshixianlequanshiduan、quanchangjingdefugai。
zaizheixiexinpinzhizhong,douyoubufafachuquandebaokuandanpin,weiruixingxiyindailaigengduogekeliu。erruixingdekehushuliangdemeiyicichuangxingao,yedoulibukairuixingdelianmingcelve。zheixielianmingjingzhundibuzhuodaolexiaofeishichangshangdeyonghuxihaoyijichaoliu,buduantongguolianmingipyukafeitiyandepengzhuang,weixiaofeizhedailaiqingxujiazhi,tongshiyetishengleruixingdepinpaihaoganduyuyonghuzhanxing。
jiezhi2024nian10yue30ri,ruixingkafeiyuhuangyouxiaoxiong、liaocaoxiaogou、《heishenhua:wukong》、yuanmengzhixing、xiantiaoxiaogou、labubu(paopaomate)、wujuhongloumeng、zhimajie、dahuaxiyou、meiguidegushidengduogeipjinxinglianming。
zheixieipzhizhongdaduoweibutongquancengdedingliuip,zaijinniansanjidu,ruixingdelianmingcelveyechixuyinbao,chengweizhongguocanyinxingyezhumudejiaodian。lirushijinnian8yue19ri,ruixingkafeiyu《heishenhua:wukong》tuichulianmingchanpinheishenhuatengyunmeishijixiangguanzhoubianchanpin,ciwai,peihegeleilianmingheyingxiaohuodong,ruixingbaochigaopindechanpinchuangxinjiezou,kequankediandechuangxinchanpinbaokuo,shouyuexiaoliangtupo4400wanbeideqingqingmoli·qingrucha,shouzhouxiaoliangtupo1333wanbeidexiaohuangyouxilie,yijichuchengnatie、xiaobailinatiedeng。
zheixielianminghuodonghechanpinchuangxinxiaoguomingxian,jiezhisanjidumo,ruixingkafeileijijiaoyikehushutupo3yi,sanjiduyuejunjiaoyikehushuda7985wan,chuanglishixingao。
夯实供应链长板
mendiankuozhanghechanpinchuangxinshiruixingnenggoushixiandanjipobaiyishenhuadetuidongli,yeshitanenggouzaihongguanhuanjingdongdang,kafeisaidaogaodujingzhengdegejuzhongbaochizengzhangdeguanjian。
zhengtishangkan,zhongguodekafeishichangrengchuyu“juanmale”xiadesishazhuangtai,jibianruci,kafeijutouhetouzifangrengrankanduokafeiweilaidezengliangkongjian。
genjushanghaishiwenhuachuangyichanyecujinhuifabude《2024zhongguochengshikafeifazhanbaogao》xianshi,2023nianzhongguokafeichanyeguimodadao2654yiyuan,yuji2024nianjiangzengzhi3133yiyuan,jinsanniannianjunfuhezengzhanglvda17.14%。
jutidaorenjunbeiliangshang,aimeizixunfabude《2023nianzhongguosurongkafeixingyechanpinchuangxinzhuantiyanjiubaogao》shujuxianshi,jinshinianlaizhongguorenjunkafeixiaofeiliangchengjiaodafududetisheng,renjunkafeixiaofeiliangcong2013niande3.2bei/niantishengdao2022niande11.3bei/nian。2022nianquanqiurenjunkafeixiaofeiliangwei75.2 bei/nian,zhongguorenjunkafeixiaofeiliangyuandiyuquanqiupingjunshuiping。
danyexuyaokandao,suiranzhongguokafeishichangrengranyouzengliangkongjian,dansuizhezhenggesaidaozhujianchengshu,yechuxianlemataixiaoying,shichangyoushijianghuijinyibujizhongdaoguimojiaoda、huayuquanjiaoqiangdetoubupinpai。ciwai,zaimuqiandejingjizhouqibianhuazhong,juyouguimoyoushidepinpaiyecainenggoujinyibuyingduitiaozhan,zengjiakangfengxiannengli。erruixingkafeimuqianzaizhongguokafeishichangdegejuzhizhong,xianranyijingjubeileqiangyoulidejingzhengyoushi,bingqiehaizaijiangtabuduanfangda。
shishishang,ruixingkafeichixukuodashichanglingxianyoushideguanjianzaiyu,youmendianshuliangheyonghushudailaideguimoxiaoyingdaidongqiyexingyehuayuquanheyijiaquanbuduantisheng,jinerkeyiweixiaofeizhetigonghaohebuguideyouzhikafei。danshuodaodi,guimoyishangliansuokafeipinpaizhijiandejingzheng,gengduoqujueyugongyinglianshangdejingzheng,ruixingjinnianzaiyuanliao、gongyinglianquanliantiaodedongzuopinpin,weijiexialaidechixukuozhanghebaokuandazaobeizu“danyao”。
jinnian3yue,ruixingshougekafeixianguojiagongchulichang“yunnanbaoshanxianguochulijiagongchang“jinrushiyunyingjieduan,4yue,touzi1.2yimeiyuan、nianchannengda3wandundejiangsuhongbeijidizhengshitouchan。jinnian8yue29ri,ruixingkafeichuangxinshengchanzhongxinzaiqingdaozhengshidonggong,zongtouziyue30yiyuan,yujinianhongbeichanneng5.5wandun。
daiqingdaojidijianchenghou,gaichuangxinshengchanzhongxinjiangyuruixingfujian、jiangsuliangdahongbeijidigongtongxingchengnianchannengda10wandundehongbeigongyingwangluo,jinerbaozhangchao20000jiamendiandegaopinzhichanpingongying。
jinnian6yue,ruixingkafeizaibaxifuzongtongdejianzhengxia,qianshuleyixiliecaigouyixiangshu,jihuadao2025niandicongbaxicaigouyue12wandunkafeidou。xiayibuhaijiangjiasuzaidongnanya、feizhou、zhongmeizhou、nanmeizhoudengkafeichanquguodecaigoubuju。
zheiyixiliedecaozuo,yiweizheruixingyijingwanchenglecongxianguochuli、shengdoucaigoudaocangchu、hongbei、baozhuang、wuliudaomendiandequanliantiaomeiyigezhongyaojiediandebuju,gongyinglianzhangbanbuduandedaohangshi,zuizhongrangruixingzaimendiangaosukuozhangzhishi,baozhangshangyougongyingliandaozhongduanmendiankafeizhizuodepinkongyiliu、sudugaoxiao。
ciwai,zaigongyingliandegaoxiaoyunzhuan,younenggoujinyibuzhichiruixingkafeizaichanpinchuangxinshangdexiaolv,congerquebaotanenggouzaimendiankuozhangdetongshi,yekeyichixubuduanditongguofengfuduoyuandechanpinxiyinkeliu。youcixingchenglegongyinglian、mendianbujuhechanpinchuangxindebihuan,gongtongtuidongruixingkafeideyejichixubuduandijiankangfazhan。
ruixingkafeidongshizhangjianshouxizhixingguanguojinyibiaoshi:“jinguanmianduirengranfuzadeshichanghuanjing,danpingjiedutedeshangyemoshi、buduankuodadeguimoyoushi、chixudechanpinchuangxinnenglihelingxiandepinpaiyoushi,gongsiyejichixuwenjianzengzhang,shoucishixiandanjiduyingshoutupobaiyidaguan,shouruhelirunjunchuanglishixingao。weilairuixingkafeijiangjixushenhuamendianbuju,chixuchanpinchuangxin,qianghuapinpaiyoushi,jiadagongyingliantouru,yijinyibugonggubingkuodashichanglingxianyoushi。”
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