港股新消费概念股集体走高，蜜雪集团、老铺黄金、布鲁可涨超4%，卫龙美味、古茗、泡泡玛特涨超 3%。 | 代码 | 名称 | 最新价 | 涨跌幅 > | | --- | --- | --- | --- | | 02097 | 蜜雪集团 | 414.200 | 4.86% | | 00325 | 布鲁可 | 72.200 | 4.26% | | 06181 | 老铺黄金 | 685.000 | 4.10% | | 09992 | 泡泡玛特 | 199.700 | 3.53% | | 02015 | 理想汽车-W | 67.450 | 3.06% | | 09985 | 卫龙美味 | 11.550 | 3.13% | | 01364 | 古客 | 25.060 | 3.04% | | 02517 | 据 | 3.410 | 2.10% | | 09868 | 小鹏汽车-W | 78.150 | 1.96% | | 05252 | 茶白道 | 7.200 | 1.12% | 个股消息面上，北京时间12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。据悉，门店位于星光大道"中 国剧院"对面，凭借1.19美元冰淇淋等平价产品与 ...

报告指出，我国魔芋食品消费已从 "单一场景、小众人群" 转向 "多元场景、广泛人群"，呈现 "健康 化、年轻化、便捷化" 特征。辣味口味、魔芋毛肚品类及卫龙品牌成为媒体与消费者最关注的三大热 点，卫龙的媒体关注度月频次达51次，是行业平均水平的4倍。国信证券此前指出，公司利用品类品牌 模式构筑了一定高度的壁垒、经营久期较多数零食公司更长，且当下魔芋品类红利确定。 智通财经获悉，卫龙美味(09985)午后涨超6%，截至发稿，涨5.87%，报11.19港元，成交额3816.02万港 元。 消息面上，12月10日，"健康零食新主张・超级食材魔芋爽"发布会在云南西双版纳召开。本次活动汇聚 了营养专家、行业协会代表、产业链企业代表卫龙及媒体代表等多方力量，共同解码魔芋产业的转型路 径与未来机遇。会上，由西南大学魔芋研究中心、中国社会科学院食品药品产业发展与监管研究中心、 新华网和中国园艺学会魔芋分会编制的《我国魔芋食品产业的发展与研究》报告正式发布，标志着我国 魔芋产业进入标准化、价值化发展的新阶段。 本文源自：智通财经网 ...

（文章来源：每日经济新闻） 每经AI快讯，卫龙美味(09985.HK)午后一度涨超6%，截至发稿涨5.87%，报11.19港元，成交额3816.02 万港元。 ...

卫龙美味(09985)午后涨超6%，截至发稿，涨5.87%，报11.19港元，成交额3816.02万港元。 消息面上，12月10日，"健康零食新主张超级食材魔芋爽"发布会在云南西双版纳召开。本次活动汇聚了 营养专家、行业协会代表、产业链企业代表卫龙及媒体代表等多方力量，共同解码魔芋产业的转型路径 与未来机遇。会上，由西南大学魔芋研究中心、中国社会科学院食品药品产业发展与监管研究中心、新 华网（603888）和中国园艺学会魔芋分会编制的《我国魔芋食品产业的发展与研究》报告正式发布，标 志着我国魔芋产业进入标准化、价值化发展的新阶段。 报告指出，我国魔芋食品消费已从"单一场景、小众人群"转向"多元场景、广泛人群"，呈现"健康化、 年轻化、便捷化"特征。辣味口味、魔芋毛肚品类及卫龙品牌成为媒体与消费者最关注的三大热点，卫 龙的媒体关注度月频次达51次，是行业平均水平的4倍。国信证券此前指出，公司利用品类品牌模式构 筑了一定高度的壁垒、经营久期较多数零食公司更长，且当下魔芋品类红利确定。 ...

Core Insights - The core focus of the article is on the rapid growth and market dominance of the company Wei Long in the konjac food industry, particularly through its flagship product, "Konjac Shuang" [1][2][20]. Company Overview - Wei Long was established in 1999 and went public in 2022, becoming the first "spicy strip" stock in Hong Kong [2]. - The company pioneered the konjac snack category in China with the introduction of "Konjac Shuang" in 2014, which has since become the highest-selling konjac product in the country, with a production volume exceeding 100,000 tons and sales surpassing 3 billion yuan in 2024 [2][20]. Market Position - Wei Long holds a market share of over 60% in the konjac product segment, making it the leading company in the industry [2]. - The company has successfully established itself as the only publicly listed snack food company with two core products each generating over 2.5 billion yuan in sales [2]. Consumer Insights - The most popular konjac product among consumers is "spicy konjac tripe," with Wei Long being the most recognized brand, achieving a mention frequency of 51 times per month [1]. - The brand's mental penetration rate in the "Konjac Shuang" category is reported to be 78%, indicating strong brand recognition and consumer loyalty [4][12]. Product Characteristics - "Konjac Shuang" is characterized by its low-fat, low-calorie, and high dietary fiber content, making it appealing for health-conscious consumers [9][12]. - The company uses high-quality konjac sourced from Yunnan, ensuring superior product quality through direct partnerships with local farmers [12]. Marketing Strategy - Wei Long actively engages in brand building and consumer interaction, exemplified by its participation in the first "Konjac Superfood Launch Conference" to promote the health benefits of konjac [13][14]. - The company has leveraged social media and collaborations with popular brands like Pizza Hut and KFC to enhance consumer engagement and meet diverse consumer needs [15]. Industry Growth - The konjac industry in China is projected to grow significantly, with an estimated total output value of 32 billion yuan in 2024 and a potential increase to 45 billion yuan by 2030, reflecting a compound annual growth rate of 11.8% [17]. - Wei Long's revenue from konjac products has increased from 298 million yuan in 2018 to 3.37 billion yuan in 2024, marking an elevenfold growth over six years [16][20]. Future Outlook - The company is positioned to benefit from the expanding konjac market, with expectations of continued revenue growth and market expansion [20]. - Wei Long's market capitalization has reached approximately 26 billion HKD, reflecting a 53% increase year-on-year, indicating strong investor confidence in the company's growth potential [20].

Core Insights - The konjac industry in China is experiencing rapid growth, with a projected total output value of 32 billion yuan in 2024, supplying 63% of the global konjac raw materials [3] - The annual compound growth rate of the konjac industry is expected to maintain at 11.8%, potentially reaching a market size of 45 billion yuan by 2030 [3] - Konjac is recognized as a "superfood" due to its high dietary fiber content, which accounts for 80%, making it the highest among plants [5] Industry Overview - The konjac planting area and total output in China account for over 60% of the global total, establishing China as the largest producer and exporter of konjac [3] - The demand for konjac products is expanding across various age groups, with younger consumers favoring low-calorie snacks and older consumers preferring konjac-based staple foods [6] Company Developments - Weilang Meishi, a leading company in the konjac snack sector, has developed the "Konjac Shuang" product line, achieving annual sales exceeding 3 billion yuan [6][8] - The company has been innovating in product categories, processing techniques, and packaging, contributing to the growth of the konjac snack market [7] - Weilang Meishi aims to collaborate with various stakeholders in the industry to enhance product quality and drive innovation [8]

Core Insights - The event held by Weilong on December 10 focused on the theme of "Healthy Snack New Proposition: Super Ingredient Konjac," gathering various stakeholders to discuss the transformation and future opportunities in the konjac industry [1] Company Performance - Since its launch in 2014, Weilong's Konjac Snack has achieved annual sales exceeding 3 billion yuan, with revenue from vegetable products centered around Konjac expected to grow by 59.1% year-on-year to 3.371 billion yuan in 2024, accounting for 54% of total revenue [3] - By the first half of 2025, this revenue is projected to further increase to 6.055 billion yuan, establishing a strong second growth curve for the company [3] Product Strategy - The success of Weilong's Konjac Snack is attributed to a systematic approach involving brand, product, and channel strategies, effectively capturing industry trends and young consumers' demands [4] - The product strategy focuses on continuous improvement of basic flavors, with classic spicy flavors being the core of repeat purchases, supported by 24 production processes that ensure a chewy and crispy texture [6] - Recent innovations include regional and scenario-based products, such as the launch of Hunan-style spicy crayfish flavor and collaborations with Sam's Club for high-fiber products, aligning with health trends [6] Market Strategy - Weilong has adapted its marketing strategies to resonate with young consumers, emphasizing fun and engaging content through social media platforms like Douyin and Kuaishou, leading to a 38% year-on-year increase in online channel revenue, reaching 700 million yuan in 2024 [6] - The brand's marketing also focuses on emotional resonance, creating social conversations through limited edition flavors and creative packaging [7] Industry Outlook - The konjac industry in China is projected to have a total output value of 32 billion yuan in 2024, with an expected annual compound growth rate of 11.8%, potentially reaching 45 billion yuan by 2030, indicating significant growth opportunities [9] - The development of konjac food enterprises is fostering regional agricultural clusters, enhancing farmers' income and contributing to the industry's overall growth [9] - The chairman of Weilong stated that the konjac ingredient is undergoing a value redefinition, with the company holding a 61% market share in the category and leading the establishment of industry standards [9][11]

Core Insights - The event "New Propositions for Healthy Snacks: Superfood Konjac" held in Xishuangbanna, Yunnan, highlighted the transformation and future opportunities of the konjac industry in China, marking a new phase of standardized and value-driven development [1][2]. Industry Overview - China is the world's largest producer and consumer of konjac, accounting for over 60% of global planting area and production, with Yunnan, Sichuan, Hubei, and Shaanxi as the four core production regions [1]. - The konjac industry has evolved from traditional products to a diverse range of offerings, including snacks, meal replacements, and plant-based foods, with the entire industry chain exceeding 100 billion yuan [7]. Policy and Market Dynamics - The "China Food and Nutrition Development Outline (2025-2030)" emphasizes increasing the supply of konjac and other fiber-rich foods, driving the industry's growth [2]. - The demand for low-fat, high-fiber konjac products in markets like Japan and Europe is growing at an annual rate of 15% [7]. Company Innovations - Weidong, a leading company in the konjac snack sector, holds a 61% market share since launching its first konjac product in 2014 and has established the first industry standard for konjac ready-to-eat foods [4]. - The company is focusing on product innovation, upgrading the supply chain, and enhancing quality management to support the high-quality transformation of the konjac industry [4][17]. Nutritional Value and Health Trends - Konjac is recognized for its low energy, high fiber, and low glycemic index properties, making it beneficial for health, especially in addressing obesity and related chronic diseases [9][10]. - The consumption of konjac products is shifting from niche markets to a broader audience, characterized by trends of health consciousness, youth appeal, and convenience [10][12]. Future Directions - The konjac industry is expected to expand its applications beyond food into medical, daily chemical, and green packaging sectors, necessitating technological advancements and a comprehensive standard system [17]. - The recent report aims to provide valuable insights for the high-quality development of the konjac industry, focusing on the synergy of policy support, technological progress, and consumer upgrades [12].

12月10日，"健康零食新主张・超级食材魔芋爽"发布会在云南西双版纳召开。本次活动汇聚了营养专 家、行业协会代表、产业链企业代表卫龙及媒体代表等多方力量，共同解码魔芋产业的转型路径与未来 机遇。会上，由西南大学魔芋研究中心、中国社会科学院食品药品产业发展与监管研究中心、新华网和 中国园艺学会魔芋分会编制的《我国魔芋食品产业的发展与研究》报告正式发布，标志着我国魔芋产业 进入标准化、价值化发展的新阶段。 作为全球魔芋生产与消费第一大国，我国魔芋种植面积和产量均占全球60%以上，云南、四川、湖北、 陕西四大核心产区构建起完整产业链。此次发布会落地西双版纳，正是看中当地丰富的魔芋种植资源与 非遗文化底蕴。活动通过主题演讲、行业对话、非遗走秀等多元形式，展现这一"土疙瘩"从深山食材到 国民零食的华丽蜕变。 政策赋能+产业升级 构建千亿级发展生态 今年2月，农业农村部等三部委联合发布《中国食物与营养发展纲要（2025-2030）》，明确提出"加大 魔芋等富含膳食纤维的特色食物供给，推动产品全产业链标准化生产"，为产业发展注入强劲动力。 卫龙美味全球控股有限公司董事长刘卫平在致辞中表示，随着消费者健康需求升级，古老的魔芋 ...

Core Viewpoint - The event held in Xishuangbanna focused on the transformation and future opportunities of the konjac industry, highlighting the release of a report that marks a new phase of standardized and value-driven development in China's konjac food industry [1][3]. Industry Development - China is the world's largest producer and consumer of konjac, with over 60% of global planting area and production, primarily in Yunnan, Sichuan, Hubei, and Shaanxi [1]. - The konjac industry has formed a development pattern driven by market demand, enterprise innovation, and brand value enhancement, with the overall industry scale exceeding 100 billion yuan [7]. - The Ministry of Agriculture and Rural Affairs has emphasized increasing the supply of konjac and other fiber-rich foods, injecting strong momentum into the industry [3]. Nutritional Value and Market Trends - Konjac is rich in glucomannan (KGM), a soluble dietary fiber that enhances satiety and slows down the absorption of sugars and fats, making it a low-calorie and low glycemic index food [9]. - The consumption of konjac products has shifted from niche markets to a broader audience, characterized by health-conscious, youthful, and convenient consumption trends [9][11]. Corporate Innovation and Strategy - Weilian, a leading company in the konjac snack sector, has achieved a 61% market share since launching its first konjac product in 2014 and has established the first group standard for konjac instant food [5][13]. - The company has set up R&D centers in Henan and Shanghai, continuously optimizing product taste and efficiency, with plans to launch new flavors in 2024 [13][17]. - Weilian employs a "standardized planting base + deep processing + all-channel sales" model to ensure stable income for farmers and expand market reach [17]. Future Prospects - The application of konjac is expanding beyond food to areas such as medical carriers, daily chemical materials, and green packaging, necessitating breakthroughs in technology and a complete standard system for the industry [18]. - The event and report provide significant guidance for the high-quality development of the konjac industry and serve as a practical example for the value re-creation and brand upgrading of specialty agricultural products [18].