机器轰鸣声不绝于耳、自动化生产线高速运转、工人们紧张有序地忙碌……新春佳节，年味漫溢城乡街 巷，全国不少企业生产车间依然是一番忙碌景象。 宁波超260家企业、数万名员工坚守生产一线；洛阳超280家规上工业企业保持连续生产，较2025年增加 约30家；天津有约90家重点工业企业在春节期间连续生产，预计2月24日重点工业企业的整体复工率达 86.3%……保供应、赶订单，各地共同绘就一幅春节不停工、实干促发展的奋进画卷。 稳产保供，确保春节货丰价稳年味浓。 走进四川周黑鸭食品有限公司生产车间，香气扑面而来，一份份卤制品经自动化设备分选、打包、装箱 后，源源不断地运往各地商超门店。 "春节期间是传统的产销高峰期。为了让消费者吃上新鲜美味的产品，我们采取轮流值班的模式，确保 产线一刻不停。"公司总经理张超介绍，近期日均生产"气调锁鲜装"产品达5万多盒，有效保障了云贵川 陕的门店及渠道供应。 东北制药十多条生产线正常运转，千余名员工倒班接力，保障原料药市场供应；国家电网18.9万名员工 坚守运维保电一线；延长石油榆林炼油厂确保每天1万吨汽油、柴油、航空煤油稳定输出……广大劳动 者用坚守保障供应，全力守护节日的祥和稳定。 ...

2月20日，位于新津经开区的四川周黑鸭食品有限公司生产车间内，一片繁忙的生产景象。 生产不停、年味不失，企业为一线员工准备了实实在在的关怀。"员工除了基础的节假日三倍工资和节后调休外，公司还为员工准备了春节红 包及春节工作加油包。"张超说道，工厂食堂为员工准备了丰盛的餐食，"希望让留守员工感受到家一般的温暖。" 记者看到，生产线上，员工们身着防尘服，有条不紊地忙碌着，车间里热气蒸腾，氤氲的香气与机器的轰鸣声交织，一只只鲜香四溢的卤制 品经自动化设备分选、打包、装箱、出货。 成都日报锦观新闻记者 李娟 文/图 "节假日往往是生产高峰期，整个春节我们都没有停工。"公司总经理张超介绍，企业在春节期间马力全开，采取轮流值班的模式，日均生 产"气调锁鲜装"产品5万多盒，全力保障云、贵、川、陕四省的门店及渠道供应。 车间里，员工们身着防尘服，有条不紊地忙碌着。 企业在春节期间坚持不停产，和周黑鸭的产品特性有关。"我们的拳头产品'气调锁鲜装'没有经过高温杀菌，也没有添加任何防腐剂，保质期 只有5—7天。"张超介绍，正因为此，无论是工作日还是节假日，生产线都不能停下来。 转自：成都日报锦观 春节期间轮流值班马力全开 日产5万 ...

2月19日最新数据显示，"十大名菜"榜单上粉蒸鮰鱼以90019票稳居榜首，汪集鸡汤、武汉黑鸭煲排名第 二和第三，三款菜品精准诠释武汉菜"鲜、香、醇"的核心精髓；"十大名点"榜单中，武汉凉面以100329 票领跑，汉南甜玉米饼、桃胶养颜羹紧随其后，每一款名点都镌刻着江城人的味觉记忆；"十大伴手 礼"榜单竞争同样激烈，礼樱有你武汉新特产樱花面以71321票领跑，新洲白茶和汉口记忆排骨藕汤、鸡 汤分别位列二、三位，这些伴手礼深度融合本土食材与城市文化，成为2026年马年新春馈赠佳品。 不少游客选择跟着榜单购买伴手礼。位于蔡甸区中核世纪广场步行街的新农牛肉旗舰店，节日期间销量 较平日高出两到三倍，入选"十大伴手礼"候选名单的新农牛肉礼盒更是供不应求。蔡甸莲藕相关礼盒线 上爆单，不少订单来自新疆、西藏。 据介绍，投票通道将开放至3月3日24时，市民可通过"武汉餐饮业协会""武汉市老字号协会""武汉市旅 游协会"等官方微信号的小程序浏览候选作品、参与投票，还能抽取新春礼包。 原标题："武汉味道"投票热消费火 游客跟着榜单选购武汉新特产 自1月26日第二届武汉"十大名菜""十大名点""十大伴手礼"市级评选投票通道开启以来， ...

Group 1 - MSCI announced its quarterly index adjustments for February 2026, effective after the market close on February 27 [2][3] - The MSCI Global Small Cap Index will include 21 new stocks from the China region, such as Anjuke Food (603345), AutoHome (ATHM.US), and Baiaosaitu (02315) [2][3] - The adjustments also include the addition of stocks from Hong Kong, such as Champion REIT (02778) and Longjiang Life Science Technology (00755) [3][4] Group 2 - Stocks removed from the MSCI Global Small Cap Index include Yasheng Service (03319), BOE Technology Group (00710), and Chaince Digital (CD.US) [2][3] - In Hong Kong, stocks like Cafe de Coral (00341) and SuperX AI (SUPX.US) were also removed from the index [4]

Core Viewpoint - The spring transportation season has seen a decline in the popularity of "marinated snacks," particularly the three major duck brands, which are facing performance downturns and store closures due to market saturation and changing consumer preferences [2][3][8]. Group 1: Company Performance - The three major duck brands, Zhou Hei Ya, Jue Wei, and Huang Shang Huang, have experienced significant declines in performance, with Jue Wei projected to lose between 160 million to 220 million yuan in 2025, marking its first annual loss [6][19]. - The market capitalization of these brands, once in the hundreds of billions, has now dwindled to tens of billions, and over 5,300 stores were closed in the first half of 2025 alone [6][19]. - Zhou Hei Ya, despite its high-end positioning, saw its net profit drop by over 94% in 2022, while Huang Shang Huang's store count fell below 2,898 by mid-2025, lower than in 2019 [19][21]. Group 2: Market Dynamics - The marinated snack market is experiencing a slowdown, with the market size expected to reach 157.3 billion yuan in 2024, reflecting a drastic decline in growth rate to 3.7% compared to over 15% in previous years [21][23]. - Consumer behavior has shifted, with a preference for lower-priced options; the most common spending range for marinated snacks is 20-30 yuan, while the major brands often exceed this price point [23][25]. - The competitive landscape has evolved, with local brands and snack giants entering the marinated snack market, offering similar or better value propositions, thus diluting the unique selling points of the major brands [25][27]. Group 3: Strategic Changes - To regain market share, the major brands are attempting various marketing strategies, including collaborations with popular culture and introducing new product lines [30][32]. - There is a push towards redefining their product offerings, with Zhou Hei Ya and Jue Wei introducing lower-priced items and expanding into hot marinated dishes to attract younger consumers [34][36]. - Operational efficiency is becoming crucial, with brands needing to close underperforming stores and focus resources on profitable locations to improve overall performance [38][41].

Core Viewpoint - The article discusses the decline of the three major duck brands in the Chinese snack market, highlighting their struggles with performance, store closures, and the challenges posed by changing consumer preferences and market saturation [4][11]. Group 1: Performance and Market Dynamics - The three major duck brands, Zhou Hei Ya, Jue Wei, and Huang Shang Huang, have seen significant declines in performance, with Jue Wei expected to report a loss of 160 to 220 million yuan in 2025, marking its first annual loss [9][10]. - The market capitalization of these brands has dropped from several hundred billion to only tens of billions [10]. - In the first half of 2025, over 5,300 stores were closed among the three brands, indicating a severe contraction in their retail presence [11]. Group 2: Brand Strategies and Market Positioning - Zhou Hei Ya aimed for a high-end positioning, maintaining a direct sales model and premium pricing, with average transaction values above 60 yuan from 2017 to 2020 [7][18]. - Huang Shang Huang, as the first listed company in the industry, reached a peak revenue of over 2.4 billion yuan in 2020 but has since struggled to maintain its growth trajectory [14][15]. - Jue Wei adopted an aggressive expansion strategy, reaching over 10,000 stores within 14 years, but has faced challenges in profitability and market perception [22][24]. Group 3: Consumer Behavior and Market Trends - The rapid growth of the duck snack market has slowed, with the market size expected to reach 157.3 billion yuan in 2024, reflecting a drastic decline in growth rate to 3.7% compared to over 15% in previous years [38]. - Consumers are increasingly price-sensitive, with the most common spending range for duck snacks being 20-30 yuan, while the major brands often price their products significantly higher [41]. - The emergence of local brands and new competitors offering lower-priced alternatives has intensified competition, leading to a shift in consumer preferences [49][52]. Group 4: Required Changes for Recovery - To regain market share, the brands need to embrace significant changes, including breaking away from negative perceptions of being overpriced and homogeneous [58]. - Innovations in product offerings and marketing strategies are essential, as seen with Zhou Hei Ya's introduction of a 9.9 yuan snack series and Jue Wei's new product lines [58][60]. - A focus on operational efficiency and cost management is crucial, as the brands must adapt to a more competitive and cost-sensitive market environment [64][66].

Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong consumer stocks, with notable increases in share prices for companies such as Mengniu Dairy and Sun Art Retail, both rising over 2% [1] - Other companies in the consumer sector, including Haidilao, Zhou Hei Ya, and Bosideng, also experienced share price increases, indicating a positive trend in the market [1]

Core Viewpoint - The "Duck Kings" in the marinated food industry, including Zhou Hei Ya, Jue Wei, and Huang Shang Huang, are facing significant challenges as consumer preferences shift, leading to declining sales and store closures. Group 1: Industry Performance - The marinated food industry is experiencing a slowdown, with the market size expected to reach 157.3 billion yuan in 2024, reflecting a drastic decline in growth rate to 3.7% compared to over 15% in previous years [17]. - Jue Wei is projected to incur its first annual loss, estimated between 160 million to 220 million yuan in 2025, marking a significant downturn for the company [1][2]. - The three major brands have closed over 5,300 stores in the first half of 2025, indicating a severe contraction in their retail presence [1][2]. Group 2: Company Strategies and Changes - Zhou Hei Ya has shifted its strategy by introducing lower-priced products, such as a 9.9 yuan "satisfying series," to attract younger consumers [29]. - Jue Wei has diversified its offerings by launching new product lines, including a series of snacks and a new cooking method called "first marinate then grill" [29]. - Huang Shang Huang has expanded its business model to include dining options, such as hot marinated dishes and rice, to reposition itself in the market [31]. Group 3: Consumer Behavior and Market Dynamics - Consumer preferences have shifted towards more affordable options, with the most common spending range for marinated food being 20-30 yuan, which contrasts sharply with the higher prices of the "Duck Kings" [19]. - New entrants in the market, such as local brands and snack giants, are capturing consumer interest by offering unique flavors and experiences, further challenging the established brands [25][23]. - The perception of the "Duck Kings" has deteriorated, with consumers viewing them as overpriced and lacking innovation, leading to a decline in brand loyalty [21][29]. Group 4: Future Outlook and Recommendations - To regain market share, the "Duck Kings" need to embrace significant changes, including refining their operations and breaking away from outdated consumer perceptions [28][35]. - Implementing a strategic reserve system for raw materials could help manage cost fluctuations, which is crucial for maintaining profitability [35]. - Focusing on closing underperforming stores and reallocating resources to high-potential locations will be essential for future growth [36].

智通财经APP讯，周黑鸭(01458)发布公告，于2026年2月2日，该公司斥资49.51万港元回购30.85万股。 ...

格隆汇2月2日丨周黑鸭(01458.HK)发布公告，2026年2月2日耗资49.5万港元回购30.9万股，回购价格每 股1.6-1.61港元。 ...