The "unsalable disturbance" of coffee beans gradually subsided.

Huang Lishang Zhang Yan, "there are basically no first-class beans on the market these two weeks." Li Xingrong, head of the coffee department of Yunnan's leading coffee company Aiyi Group, told me that this means that the "unsalable storm" of coffee beans in April has gradually subsided.

Li Xingrong believes that the "unsalable" incident that exploded in April is just an illusion. Arabica coffee futures soared last year and hit a 35-year high in May of that year. At that time, the purchase price of local Arabica coffee beans in Yunnan once shot up to a high price of 41 yuan / kg. However, this year, due to the impact of the international futures market, prices have dropped significantly compared with previous years. Many growers judge that according to the law that the purchase of coffee beans is generally not completed until the end of June and early July in previous years, and the market price is first low and then high, the market price will also rise this year. As a result, farmers have been waiting on the sidelines to cherish sales, thus forming a market inventory of more than 20,000 tons.

"during the peak period last year, the price of third-grade coffee beans was about 30 yuan / kg, which is more expensive than the current first-grade beans." According to Li Xingrong, "the price of first-grade beans this year has halved compared with the same period last year, because the purchase price of coffee beans soared last year, and in this year's acquisition, it was found that some farmers added second-and third-grade beans to the first-grade beans for inferior quality." thus affecting the overall quality and export of coffee beans this year. "

At the end of March this year, a notice to stop the acquisition of Nestl é completely detonated the "unsalable" crisis. "A large number of farmers lined up for delivery, but the scale of local coffee enterprises was limited and it was difficult to deal with them in one day. As a result, some farmers could not deliver the goods after waiting in line for two or three days, which gave the outside world the false impression that coffee beans were unsalable." Li Xingrong pointed out.

The upsurge in market demand for high-quality coffee beans quickly dissipated the shadow of "unsalable", making Yunnan coffee beans become a popular cake again. It is understood that following the "marriage" with Aiyang in February this year, the international coffee chain giant Starbucks "Coffee grower support Center" will be put into operation before the end of the year, extending the Yunnan coffee industry chain again; and Hong Kong coffee brand Pacific (601099) Coffee, which has been expanding in the mainland with a high profile since last year, has also quietly put its procurement tentacles deep into Yunnan. At the same time, local coffee brands such as Hougu and Aixin are also rapidly changing from selling coffee primary products to producing high value-added products.

In order to ease the tension between coffee farmers and coffee farmers, the local trade association urgently called on local enterprises to join hands to buy coffee beans in the hands of farmers. "with the slow diversion of coffee in the hands of farmers, this' unsalable 'phenomenon has been basically solved." Li Xingrong said that at present, Yunnan's stock of more than 20,000 tons of coffee beans has been basically digested, and there are basically no first-class beans available for sale in the past two weeks. So far, the purchase volume of Aiyi alone has reached 6000 tons this year, double that of last year.

According to the 2010-2020 Yunnan Coffee Industry Development Plan issued last year, by 2015, the province's coffee planting area will reach 1 million mu, reaching 800000 mu, with an annual output of 96000 tons of coffee beans; by 2020, the province's coffee planting area will be stable at about 1.5 million mu, with an annual output of 200000 tons of coffee beans, with a total output value of more than 34 billion yuan.

It is understood that the output of coffee beans in Yunnan Province was 50,000 tons in 2011 and about 60,000 tons this year, which means that in the next three years, it will still be expanding at a rate of 10,000 tons per year compared with the same period last year. Under the blow of this round of price collapse, can such an optimistic production expansion plan at the government level still come true? Will the confidence of upstream farmers be suppressed?

"at present, 95% of Aiji's coffee beans are exported, and they export as much as they buy." Li Xingrong said that at present, the market demand for high-quality coffee beans is still in short supply, which is the biggest driving force to support the growth of raw materials. "the purchase price of first-grade beans is relatively at a reasonable price, and farmers still have profit margins, which will not affect the enthusiasm of farmers." Li Xingrong said.

Wu Jie, an expert in the industry, believes that the rise of coffee consumption culture and the rapid development of coffee chain enterprises provide new development opportunities for the growth of coffee consumption market. In 2011, the retail scale of coffee chain in China exceeded 10 billion yuan. A large number of cafes are becoming the bright spot of urban civilization progress and economic growth, driving the increase of coffee consumption and forming a huge consumption potential market. Also according to the "Yunnan Coffee Industry Development Plan 2010-2020", the domestic coffee consumption in 2009 was about 60, 000 tons, accounting for 0.7% of the world consumption, with a growth rate of more than 20% in the past three years, and the growth rate of traditional ground coffee reached 30%. It is estimated that domestic coffee consumption will reach 200000 tons by 2015 and 500000 tons by 2020, becoming a major coffee consumer equivalent to Japan, and high-quality coffee will be the mainstream consumption in China in the future. " Wu Jie said confidently.

(responsible Editor: Leo)