Bei Ke Cai Jing
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不囤肉、找特产 肉品年货迎来新需求丨年货新趋势
Bei Ke Cai Jing· 2026-02-11 08:42
Core Insights - The meat product market for the upcoming Spring Festival is undergoing significant changes, with a shift towards regional specialties and a focus on fresh consumption rather than bulk buying, particularly among the younger generation [1][5][19] Group 1: Consumer Behavior - Younger consumers, particularly those born after 2000, are moving away from bulk purchasing of meat products, opting instead for fresh purchases as needed, reflecting a more rational consumption approach [5][6] - The trend of not stockpiling is supported by stable supply channels, with companies like Tyson Foods preparing for the peak sales period by doubling inventory levels [6][9] - Consumers are increasingly evaluating the "preparation costs" associated with stockpiling, leading to a preference for fresh purchases during the short holiday period [5][10] Group 2: Market Trends - The demand for regional specialties and traceability in food products is rising, with consumers showing interest in the origin and quality of meat products [9][12] - The packaging of meat snacks is increasingly emphasizing auspicious themes, with "wealth" becoming a popular concept in product design, reflecting cultural significance [13][19] - Sales of meat gift boxes featuring "wealth" themes have surged, with transaction volumes increasing by 90% year-on-year, indicating a shift in consumer preferences towards products that convey good fortune [19][20] Group 3: Company Strategies - Companies like Shouheng Group and Wumart have activated supply assurance systems and promotional activities well in advance of the festival to ensure stable prices and abundant supplies [7][8] - Brands are focusing on creating unique product offerings that resonate with cultural values, moving from price competition to value competition, enhancing brand loyalty and consumer engagement [20]
车厘子稳居“顶流”,“高端”水果更平价|年货新趋势
Bei Ke Cai Jing· 2026-02-11 08:36
Group 1 - The fruit market is experiencing a surge in demand as the Spring Festival approaches, with cherries emerging as a top-selling item due to significant price drops and consistent quality [1][3][8] - Consumers are increasingly focused on the quality, health labels, and convenience of fruits, leading to a clear trend towards premium, healthy, and convenient options in the fruit consumption market [2][29][30] - The supply of cherries is expected to increase significantly, with Chilean cherry exports projected to reach 620,000 tons in the 2024/2025 season, a 50% year-on-year increase, primarily targeting the Chinese market [8] Group 2 - Strawberry gift boxes are also popular, with varieties like Dandong Hongyan and Shandong Zhangji strawberries seeing high sales, particularly online during promotional events [10][11] - Citrus fruits are gaining traction in the market, with products like Satsuma mandarins and Guangxi Wogan oranges being frequently restocked in supermarkets [12][15] - The definition of "premium" fruits is expanding, with a wider variety of fruits such as kumquats and cherry plums gaining consumer favor due to their quality and taste [17] Group 3 - The trend of high-quality fruit gift boxes is driven by the needs of smaller family units, with many consumers opting for customized combinations of fruits [22][27] - The aesthetic appeal and cultural significance of fruit packaging are becoming crucial factors in consumer purchasing decisions, with brands focusing on design and meaningful themes [28] - The fruit market is evolving towards a focus on quality, health, and convenience, with consumers willing to pay a premium for organic and nutrient-rich options [29][30][31]
低度酒掀起风潮,“渠道保真”成关键丨年货新趋势
Bei Ke Cai Jing· 2026-02-11 08:36
Core Insights - The Spring Festival is a traditional peak season for alcohol consumption, serving as a "barometer" for industry trends [1] - Consumers are increasingly favoring high-quality, well-known brands while opting for fewer purchases [1][4] - The rise of low-alcohol beverages is driven by younger consumers seeking healthier options [2][10] Group 1: Consumer Behavior and Trends - Consumers are shifting towards purchasing core products from leading brands, with many noting significant price reductions compared to the previous year [7][8] - Online channels are becoming crucial for alcohol sales, with consumers prioritizing authenticity and convenience [9] - The demand for low-alcohol and health-oriented beverages is growing, particularly among younger demographics, with sales of low-alcohol products increasing significantly [11][12][14] Group 2: Product Innovations and Market Dynamics - The white liquor industry is undergoing a deep adjustment phase, with overall inventory reduction leading to substantial price drops for premium brands [7] - Alcohol brands are responding to changing consumer preferences by launching low-alcohol products and non-alcoholic versions of traditional beverages [14] - The market for zodiac-themed alcohol is thriving, with brands incorporating cultural elements into their designs, enhancing their appeal as collectible items [15][16] Group 3: Sales Performance and Data Insights - Sales data indicates a double-digit growth in alcohol sales leading up to the Spring Festival, with specific categories like beer and health-oriented beverages seeing the fastest growth [12][13] - The popularity of zodiac alcohol is reflected in the high demand and limited editions, often leading to rapid sell-outs [15][17] - The trend towards personalized and culturally significant products is reshaping the alcohol market, emphasizing the need for brands to adapt to consumer-defined values [18]
被总书记慰问的快递员:很激动,体会到在家的温馨感
Bei Ke Cai Jing· 2026-02-11 07:26
张瑞强是河北邢台人,之前做过厨师,后来感觉北京机会多、发展好就来到了北京,因为工作自由、收 入也不错,稳定有保障,加入外卖队伍,成为一名外卖骑手。过去5年多来,他一直在月坛街道车公庄 附近跑单,现在每天能送60多单,一个月收入1万多元。 "当时感觉挺激动,也很感谢政府对我们新就业群体的关心关照,让我们在这个北京首都有了一种家的 感觉,体会到了在家那种温馨感。"张瑞强说,在政府、平台等多方合力下,外卖骑手的保障越来越 好,他在老家参加了新型农村合作医疗,也了解到平台面向全部骑手推出了养老保险和医疗保险,为大 家提供至少50%补贴,荣誉骑士和骑士队长100%补贴,接下来他会积极参与。 "很激动,总书记特别关心我们新就业群体,问候了我们吃穿住行生活的各个方面。"另外一位在场并与 总书记交流的圆通快递员吴静告诉新京报记者,下午平复心情以后,她第一时间把这个消息告诉了自己 的父亲,与家人分享了这份喜悦。 新街口街道父母食堂是吴静常去吃饭的地方,这里不仅会为快递人员提供8折优惠,也会提供免费的雨 衣雨伞,吴静告诉新京报记者,这些年社会和政府对于快递员群体的关心和关爱越来越多,也让她感受 到支持与鼓励。 2月10日上午,习 ...
UU跑腿下架“代磕头”服务 对无法履约订单提供3倍金额补偿
Bei Ke Cai Jing· 2026-02-11 06:45
该服务上线后,虽然得到了不少用户的理解与预订,但也出现了一些批评的声音。为维护积极健康和谐 的网络舆论环境,避免因商业创新引发不必要的误解与对立,公司经过慎重评估,已主动将其中引发争 议的服务项目予以下架。对于因下架导致无法履约的订单,公司将主动为用户提供三倍金额补偿,原路 退还。 UU跑腿还表示,观察到有许多网友提出如"代值班""代相亲""代照顾宠物""换班照顾医院老人"等服务需 求,公司将在评估后尽快研究上架,帮助更多有需求的用户。此外,公司将正式启动"安心吃个年夜 饭"春节公益活动,以实际行动回馈社会。 新京报贝壳财经讯 近日,UU跑腿推出春节代拜年套餐,其中"代拜长辈套餐"包含"代磕头"等服务,2小 时收费999元,引发舆论热议。对此,2月11日,UU跑腿在官微发布关于代拜年服务的情况说明称,经 过慎重评估,已主动将其中引发争议的服务项目予以下架。 UU跑腿表示,公司推出该项服务的初衷,是为了满足身在异地、行动不便或海外等无法返乡拜年群体 的特定需求。希望通过此类服务,帮助他们传递牵挂与心意,弥补无法当面问候的遗憾,提供更好的情 绪价值,并非对传统礼仪的亵渎与曲解。 编辑 杨娟娟 ...
新瀚新材拟定增募资不超10亿元
Bei Ke Cai Jing· 2026-02-11 04:45
Core Viewpoint - The company plans to raise up to 1 billion yuan through a private placement of shares to fund various projects related to high-performance resins and composite materials [1] Group 1: Fundraising Details - The total amount to be raised is not more than 1 billion yuan [1] - The funds will be allocated to the construction of projects including an annual production capacity of 8,100 tons of high-performance resins and composite materials [1] - Additional funding will support the construction of a project with an annual production capacity of 5,000 tons of monomers and a high-performance composite materials innovation center [1]
汇川技术:2025年归属股东净利润同比预增16%—26%
Bei Ke Cai Jing· 2026-02-11 04:43
Core Viewpoint - Huichuan Technology (300124) has released its performance forecast for 2025, indicating significant growth in both revenue and net profit compared to the previous year [1] Financial Performance Forecast - The company expects its operating revenue for 2025 to be between 42.968 billion and 46.672 billion yuan, representing a year-on-year growth of 16% to 26% [1] - The net profit attributable to shareholders of the listed company is projected to be between 4.971 billion and 5.4 billion yuan, also reflecting a year-on-year increase of 16% to 26% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is anticipated to be between 4.762 billion and 5.166 billion yuan, with a year-on-year growth of 18% to 28% [1]
运满满:各地进入春节前运输高峰,区域特色鲜明
Bei Ke Cai Jing· 2026-02-11 04:40
Core Insights - The transportation peak before the Spring Festival is characterized by distinct regional features, with various provinces showing different trends in freight and logistics [1] Group 1: Regional Highlights - Shandong's economy is driven by both agriculture and industry, with major shipments of feed, coarse grains, and organic fertilizers, while the largest increase in receipts is seen in fruits [1] - Guangdong maintains a solid position in the national supply chain, with high shipping volumes in department stores, food and beverages, and express delivery, while fiber crops see a surge due to textile industry stocking [1] - Shaanxi balances energy and specialty agriculture, with significant exports of coal and specialty agricultural products, while corn receipts increase, indicating strong pre-holiday stocking demand in livestock and processing [1] - Jiangsu showcases its manufacturing advantages, with equipment parts and plastic pellets leading in shipments, while "tricycles" emerge as the fastest-growing receipt category, highlighting a niche market trend [1] - Henan's role as a logistics hub is emphasized, with nationwide exports of grain, feed, and food beverages, and tropical fruits entering the top five in receipts, indicating a shift towards diversified consumption in this traditional agricultural province [1]
星海图宣布完成10亿元B轮融资,估值突破百亿元
Bei Ke Cai Jing· 2026-02-11 04:40
新京报贝壳财经讯(记者韦博雅)2月11日,星海图宣布完成10亿元B轮融资,本轮投资方包括产业资 本金鼎资本、北汽产投、碧鸿投资,PE基金正心谷资本、前海方舟和国际化基金毅峰资本。五位主要 老股东凯辉基金、美团龙珠、今日资本、襄禾资本和高瓴创投联手追投。公开资料显示,截至本轮,星 海图累计融资额近30亿元,估值突破百亿元,与宇树、智元、银河通用估值共同跻身成为百亿独角兽。 星海图表示,公司已经与海内外数十家制造业、物流业及服务业头部企业开展深度场景验证,并已收获 国内头部汽车制造商与智慧物流企业的千台级订单。 编辑 杨娟娟 校对 陈荻雁 ...
嘉美包装:股价严重脱离基本面,或再次申请停牌核查
Bei Ke Cai Jing· 2026-02-11 04:38
Core Viewpoint - The company, Jiamei Packaging, announced that its stock price has significantly deviated from its fundamentals, with a price increase of 567.11% from December 17, 2025, to February 10, 2026, during which it experienced multiple instances of abnormal trading fluctuations [1] Summary by Relevant Sections - Stock Price Movement - Jiamei Packaging's stock price surged by 567.11% over the specified period, indicating a substantial deviation from its fundamental value [1] - Trading Suspensions - The company underwent trading suspensions for verification on January 7 and January 26, 2026, and announced the results of these verifications on January 12 and February 2, 2026, before resuming trading [1] - Future Actions - If the company's stock price continues to rise abnormally, it may apply for further trading suspensions from the Shenzhen Stock Exchange [1]