以下文章来源于凤凰WEEKLY ，作者凯斯 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 互联网上从来不缺霸总神话。 最近，关于河南霸总的讨论越来越多， 其中最具代表性的河南霸总就是："北崔南于"。 北崔，特指 河南矿山起重机公司的董事长 崔培军 ，其特点是一言不合就发钱。最著名的案例莫过 于： 公司年会，崔培军把几千万现金铺满长桌，参会员工在限定时间里可以随便拿。 南于，则是胖东来的老板 于东来 。 他靠着极致的服务，生生把自己的连锁商超干成了许昌的热门旅游景点，并在赚钱后建议企业家们 最好拿出50%以上的利润分给员工。 | | | | 2025年3月28日 中国超市周 | | --- | --- | --- | --- | | | | 胖东来各级别工资基数及月平均工资(实发工资) | | | से डी | 2024年 | 2025年(1-2月) | 现执行工资基数 | | 店长 | 44193 | 78058 | 80000 | | 店助 | 31765 | 48787 | 50000 | | 处长 | 23868 | 31253 | 30000 | | 处助 | 19537 | 23537 ...

Core Insights - The konjac industry is rapidly growing, establishing a commercial empire valued at over 10 billion yuan, driven by increasing consumer demand for low-calorie, high-fiber foods [1][2] Industry Overview - Konjac is recognized as an ideal weight-loss food due to its low calorie content (approximately 7 kcal per 100 grams) and high dietary fiber (74.4% in konjac flour), which promotes satiety and aids digestion [2] - The market for konjac products is projected to reach 26.9 billion yuan in 2024, with the konjac snack segment alone estimated at 18.3 billion yuan [4] Company Performance - Wei Long's konjac products generated revenue of 3.371 billion yuan in 2024, a 59.1% increase year-on-year, making up 53.79% of total revenue [3] - Salted Fish's total revenue for 2024 was 5.304 billion yuan, with konjac snacks contributing 838 million yuan (15.81%) and konjac jelly pudding 301 million yuan (5.68%), showing significant growth rates of 76.09% and 39.1% respectively [3] - Yizhi Konjac reported a revenue of 617 million yuan in 2024, up 28.76%, with net profit increasing by 64.41% due to rising sales of konjac flour and related products [3] Market Trends - The demand for konjac products is driving up raw material prices, with fresh konjac prices rising from approximately 4 yuan/kg to 7.2 yuan/kg (an increase of about 80%) between May and October 2024 [5] - The konjac snack market is still in its early growth phase, with potential for 1 to 2 times market expansion in the future [4] Stock Performance - The strong market performance of konjac products has led to significant stock price increases for related companies, with Yizhi Konjac's stock rising over 654% and Wei Long's stock increasing by over 180% since the second half of 2024 [6] - Companies are focusing on product innovation and expanding their konjac product lines to meet growing consumer demand [6]

以下文章来源于有意思报告 ，作者JeanW 有意思报告 . 有意思报告，报告有意思！《中国新闻周刊》旗下生活方式新媒体 来源：有意思报告（ID：youyisi_cn） 作者：JeanW 编辑：余源 在无数个做题发疯、熬夜追剧的夜晚，年轻人抱着魔芋零食，一口一袋。不知不觉，20袋已下肚，减肥 的flag早已抛在脑后。 近几年，魔芋成为新晋的"零食大王"。素肚片、蒟蒻果冻、魔芋爽等制品应运而生，哪怕是在饮品界， 魔芋也凭着魔芋晶球、魔芋冻粉等小料闯了进去。 2024年，魔芋俨然成为休闲零食中最亮眼的存在，甚至反超"大哥"辣条，成为卫龙的顶梁柱。根据卫 龙美味2024年年报，其调味面制品（即辣条）的年度收入占比下滑至42.6%，首次被占比为53.8%的 蔬菜制品（即魔芋）超过。 靠魔芋狠赚一笔的不止卫龙，盐津铺子、劲仔、百草味、良品铺子、来伊份等品牌都纷纷加入魔芋赛 道，推出了自己的明星产品。 图片来源：微博@卫龙美味 年轻人为何爱魔芋？这个地域食物是怎么火起来的？ 从"胶水块"变身零食新宠 年轻人有多爱魔芋零食？单是小红书上， #魔芋爽就有近4亿热度 。 当代零食爱好者，尤其是减脂门徒们，很难不为魔芋动心。素毛肚 ...

Group 1 - The core viewpoint of the article highlights the rise of new consumption brands and the structural opportunities within the consumer sector, which has attracted significant investment attention since the second half of last year [2][3] - The consumer sector is not a single-direction track but encompasses various styles of assets, including cyclical, defensive, and growth categories, with new consumption brands emerging rapidly [2] - The year 2025 is anticipated to be a turning point for the consumer sector, as structural opportunities have begun to surface this year after a prolonged downturn since February 2021 [2] Group 2 - New consumption is defined as new brands rather than new channels or supply chains, with breakthroughs occurring when new consumer habits form or brand influence expands [2] - Fund managers who recognized the trend early have seen substantial returns, with some funds achieving returns of 54.63% and 27.79% year-to-date as of May 8 [3] - The rise of new consumption brands is attributed to the emergence of a younger generation of consumers who prioritize individual expression and are willing to pay a premium for products that align with their tastes [4] Group 3 - The current consumer market is experiencing a new long cycle, driven by younger demographics that value personal satisfaction and have a higher willingness to pay [4] - Companies that demonstrate strong product capabilities in niche markets, such as trendy toys, gold jewelry, and pet products, are expected to seize broader opportunities in the global market [4]

Core Viewpoint - The company Wei Long (09985.HK) is facing significant challenges in the competitive snack food market, leading to a decline in stock price and the decision to conduct a share placement to raise capital for expansion and brand enhancement [1][2][4]. Group 1: Share Placement Details - Wei Long announced a placement of 80 million new shares, representing 3.29% of the enlarged share capital, at a price of HKD 14.72 per share, which is a 7.88% discount to the closing price of HKD 15.98 on May 7, 2025 [2]. - The placement is expected to raise approximately HKD 1.178 billion, with a net amount of about HKD 1.167 billion after deducting commissions and estimated expenses [3]. Group 2: Use of Proceeds - Approximately 50% of the proceeds from the placement will be used to expand and upgrade production facilities and supply chain systems [3]. - About 20% will be allocated to further expand the sales and distribution network, and another 20% will be used to strengthen brand building to enhance brand influence and consumer recognition [3]. - The remaining 10% will be used for general corporate purposes [3]. Group 3: Market Performance and Challenges - Wei Long's stock price fell by 5.26% to HKD 15.14 per share, reflecting cautious market sentiment following the announcement [1][4]. - The company has experienced a slowdown in sales growth for its signature spicy strips due to changing consumer preferences towards healthier options and increased competition from brands like Liangpinpuzi and Three Squirrels [5]. - In 2024, Wei Long's overall revenue reached RMB 6.266 billion, a year-on-year increase of 28.6%, while net profit rose by 21.3% to RMB 1.068 billion [5]. Group 4: Business Segment Performance - The revenue from Wei Long's seasoning noodle products grew only 4.6% to RMB 2.667 billion, decreasing its revenue share from 52.3% to 42.6% [5]. - In contrast, the vegetable products segment saw a significant revenue increase of 59.1% to RMB 3.371 billion, surpassing the seasoning noodle products for the first time, with its share rising from 43.5% to 53.8% [5][6]. Group 5: Marketing and Brand Strategy - The success of the vegetable products segment is attributed to heavy advertising investments and enhanced multi-channel marketing efforts, with sales expenses reaching RMB 1.026 billion, a 27.22% increase year-on-year [6]. - The introduction of the new product "Konjac Snack" has achieved a market penetration rate of 78%, significantly outperforming competitors [6].

Group 1 - The core viewpoint of the report is that the company maintains its net profit forecasts for 2025 and 2026 at 1.41 billion and 1.71 billion HKD respectively, with a current stock price corresponding to 25.1 and 20.4 times the P/E ratio for those years [1] - The company announced a placement plan to issue 80 million shares at a price of 14.72 HKD per share, which represents approximately 3.40% of the total shares outstanding as of the announcement date [2] - The total proceeds from the placement are expected to be around 1.1776 billion HKD, with net proceeds estimated at approximately 1.167 billion HKD after deducting commissions and estimated expenses [2] Group 2 - The company plans to use about 50% of the proceeds to expand and upgrade its production facilities and supply chain, 20% to further develop its sales and distribution network, 20% for brand building, and 10% for other general corporate purposes [2] - The company is expected to maintain a rapid revenue growth trend through multi-channel expansion and product diversification, including new packaging and flavors [3] - Although the company may face some pressure on gross margin due to rising prices of konjac powder and channel structure impacts, overall net profit margin is expected to remain stable due to efficiency improvements and revenue growth [3]

假设认购股份数目与配售股份数目相同，且有关认购股份获悉数认购，则预期最大配售及认购所得款项总额约为11.78亿港元， 雷递网 乐天 5月8日 卫龙美味全球控股有限公司（简称："卫龙"，股份代号：9985）日前宣布进行配售，配售价为14.72港元，配售8000万股，预期最大配售及认购所得款项净 额（扣除佣金及估计开支后）合共约为11.67亿港元。 | | | | 聚隨歐售完成後 | | | | --- | --- | --- | --- | --- | --- | | | 於本公告日期 | | 但於認購完成前 | | 緊 陸 | | 股東 | 持股數目 | 自分比 | 持股數目 | 目分比 | 持 | | | | (96) | | (%) | | | 主要股東(除劉衛平先生及劉福平先生外) | | | | | | | 雪 方(1)(4) | 1,904,243,183 | 80.99 | 1,824,243,183 | 77.59 | 1,904,1 | | 和和綠色理念(2)(4) | 1,904,243,183 | 80.99 | 1,824,243,183 | 77.59 | 1,904. | | The ...

港股卫龙食品(09985.HK)跌超7%，消息面上，公司拟以14.72港元配售8000万股。 ...

卫龙美味跌超7% 拟配售8000万股 智通财经5月8日电，截至发稿，卫龙美味(09985.HK)跌7.26%。根据公告，2025年5月8日，公司、卖方 和和全球资本有限公司及配售代理订立配售协议，据此，卖方同意出售或促使出售配售股份，而配售代 理作为卖方代理，同意尽最大努力（自行或透过其联系人）按配售协议所载条款及条件，促使承配人以 每股股份14.72港元的价格购买卖方持有的8000万股股份。配售价较最后交易日于联交所所报的收市价 每股15.98港元折让约7.88%。 ...

Group 1 - The company, Wei Long Mei Wei (09985), has entered into a placement agreement to sell 80 million shares at a price of HKD 14.72 per share, which represents a discount of approximately 7.88% compared to the last closing price of HKD 15.98 [1][2] - The placement is expected to attract at least six professional or institutional investors, with no single investor anticipated to become a major shareholder post-placement [1] - The total expected gross proceeds from the placement and subscription are approximately HKD 1.178 billion, with net proceeds estimated at around HKD 1.167 billion after deducting commissions and estimated expenses [2] Group 2 - The funds raised from the placement and subscription are intended to enhance the company's financial strength, market competitiveness, and overall capabilities, promoting long-term sustainable development [2] - The placement and subscription are expected to enrich the company's shareholder base by attracting high-quality institutional investors and further improve the liquidity of the shares [2] - The board believes that the terms of the placement and subscription agreements are fair and reasonable, aligning with the best interests of the company and its shareholders [2]