2010年11月26日

中国产咖啡豆会有人买吗? Chinese Beans Wake Coffee Indus

管咖啡豆供应量减少,价格飞涨,但咖啡行业转向中国寻求新的供应时仍小心翼翼。

Bloomberg
星巴克本月与云南省政府和云南农业科学院签署了在该省建立星巴克咖啡豆种植园的合作备忘录。
本月早些时候,星巴克公司(Starbucks Corp.)与云南省政府签署了一项协议,将在中国成立首家咖啡豆农场。中国是全球发展最快的咖啡市场之一。

星巴克是门店最多的美国最大咖啡连锁店。公司说希望把“独特的云南风味咖啡”带给全世界的咖啡饮用者。

星巴克这一举动可能会促成咖啡市场新格局。全球咖啡消耗量在持续增长,即使是在经济衰退时期也是如此,而其中增长势头最强劲的就是中国。

随着中国经济扩张,咖啡烘焙企业,尤其是星巴克,希望在这个有着喝茶传统的国度满足中国人对咖啡──西方品牌的咖啡──的渴望。

美国咖啡协会(National Coffee Association)主席尼尔森(Robert Nelson)说,我们需要一直寻找新的机会。

然而,尽管咖啡行业受到拉丁美洲产量不足的困扰,将中国生长的咖啡豆销售到亚洲以外地区仍是个挑战,拉丁美洲是高品质水洗阿拉比卡(arabica)咖啡豆的主要来源。11月10日,洲际交易所(Intercontinental Exchange)阿拉比卡咖啡基准期货价格达到13年来最高水平,为每磅2.1870美元,周三下滑至2.0715美元。

据哥伦比亚全国咖啡种植者联合会(National Federation of Coffee Growers)说,在世界领先的昂贵阿拉比卡咖啡豆种植国哥伦比亚,由于恶劣的天气状况和移植计划的影响,咖啡豆产量连续两年出现短缺,预计哥伦比亚今年也达不到目标。

由于强烈的飓风季到来,基础设施遭到毁坏,植物病害蔓延,中美洲的高品质咖啡豆也产量不足。

但咖啡市场接受新的咖啡豆品种还需要时间。

德国咨询机构F.O. Licht 分析师艾伦伯克(Stefan Uhlenbrock)说,对中国我仍然持谨慎态度,中国确实有低成本的优势,但他们有别的问题。

虽然全球产量明显下滑,但对那些信赖传统高品质种植国生产的咖啡豆的消费者来说,要卖给他们中国产咖啡恐怕很难。

Leslie Josephs

(本文版权归道琼斯公司所有,未经许可不得翻译或转载。)
 
 
Despite a dwindling supply of beans and soaring prices, the coffee industry is still wary of turning to China for new supplies.

Earlier this month, Starbucks Corp. signed a deal with the government of Yunnan Province in southern China to open the company's first coffee-bean farm in the country, one of the fastest-growing coffee markets in the world.

Starbucks, the largest U.S. coffee-shop chain by number of stores, said it aimed to 'bring the distinctive Yunnan coffee taste' to coffee drinkers around the world.

Starbucks' move has the potential to reshape the market. Coffee consumption has increased globally, even during the economic downturn, and some of the strongest growth is in China.

As the country's economy expands, roasters, particularly Starbucks, are eager to quench the population's thirst for coffee -- and Western brands -- in the traditionally tea-drinking nation.

'We always need to look for new opportunities,' said Robert Nelson, president of the National Coffee Association, a trade group.

Still, selling Chinese-grown beans outside Asia is a challenge, even as the industry is beset by production shortfalls in Latin America, the main source of the high-quality mild-washed arabica beans that fetch a top price in the market. The IntercontinentalExchange's benchmark coffee contract reached a 13-year high on Nov. 10 at $2.1870 a pound before slipping to $2.0715 on Wednesday.

Bad weather and a replanting program in Colombia, the world's top grower of prized arabica beans, have led to two consecutive shortfalls in output, and the country is expected to miss its target for a third year, according to the National Federation of Coffee Growers.

Central America's high-quality beans also are scarce after a violent hurricane season damaged infrastructure and spread plant disease.

But the coffee market is slow to embrace new sources of beans.

'I remain on the cautious side on China,' said Stefan Uhlenbrock, analyst at F.O. Licht. 'The advantage of China is definitely that they have lower costs, but they're having other problems.'

Despite the clear shortfall in global production, Chinese coffee also could be a tough sell to consumers who trust in products from traditional quality growers.

Leslie Josephs
 

没有评论: