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Chinese Galaxy International analyst Orlando Shi predicts that the total trading volume of Luckin Coffee from 2026 to 2028 will increase by more than 23%. He pointed out that the rise in coffee bean prices has led to tightening cash flow, putting pressure on smaller competitors in the freshly brewed beverage sector. Luckin is also expected to benefit from industry expansion in Southeast Asia. "We believe that potential mergers with high-end brands are crucial for Luckin to consolidate its brand positioning and enter more mature coffee cultures in overseas markets." The agency initiated coverage of Luckin Coffee for the first time, giving it a "buy" rating with a target price of $52.
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