来源：环球网 未来，双汇将坚持"保供应、稳价格、提品质"的原则，确保产品安全优质、供应充足稳定，守护好广大 消费者的团圆餐桌，陪伴大家度过一个温馨、美满的幸福年。 2月7日，双汇2026"幸福汇到家"漯河惠民年货节在漯河双汇商业连锁1号店开幕。此次惠民年货节由漯 河市商务局指导、双汇主办，得到了漯河市城市管理局、市农业农村局、市文化和广电旅游局、市市场 监督管理局等多个部门支持。 依托双汇商业连锁门店及市区人流量密集的区域广场，设立惠民年货集市，旨在打造一个便捷、优质、 实惠的一站式年货采购平台，让广大市民在家门口即可轻松置办年货，享受新鲜、安全、高性价比的丰 富产品。活动将持续至2月15日（农历腊月二十八）。 随着春节临近，2026"幸福汇到家"双汇美食市集也已经通过全国销售网络，在各地全面启动。双汇充分 发挥产业链优势，协同生鲜品、肉制品、禽产品、调味品等多个板块，全力以赴保障春节市场供应。 ...

在文化层面，双汇此番对敦煌翼马元素的运用颇具匠心。翼马作为敦煌壁画中最早的有翼神兽之一，出 现在西魏第249窟，通身为青蓝色，羽翼浅赭黄，是佛教艺术中天马行空、自由翱翔的象征。将这一古 老文化意象与现代AI技术相结合，双汇不仅赋予了传统新的生命力，更巧妙地表达双汇"以食为媒、传 承文化"的理念——如同翼马连接天地，双汇也致力于成为连接传统美味与现代餐桌的桥梁。 双汇产品在故事中扮演了自然而温暖的"情感纽带"：双汇王中王火腿肠是祖孙之间的"补能神器"，卤福 斋礼盒和道口烧鸡不仅是年夜饭上的主角，也成为化解两代人分歧的媒介。当一家人围坐共享双汇美 食，云端相拥的奇幻场景不仅消融了争执，更让"幸福汇到家"化为可感可触的生活画面——幸福，就是 传统与创新在团圆餐桌上汇聚成的那一口热腾腾的年味。 在视觉层面，奇幻的擂台变身、飞马化作烟花的特效设计，层层递进地渲染出浓浓的年味，也让"幸 福"有了清晰的视觉落脚点。父女俩携手用AI融合敦煌翼马元素完成画作，既传递出传统与创新共生的 当代议题，也升华了"汇"字的含义——幸福是美食的相聚、是亲情的交融，更是过去与今天的和谐相 汇。 在情感营销几乎成为春节标配的今天，品牌如何在这 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605338 | 巴比食品 | 28.63 | -7.94% | 7.67万 | 2.19亿 | | 600381 | *ST春天 | 3.00 | -5.06% | 3.10万 | 928.89万 | | 300791 | 仙乐健康 | 21.87 | -1.22% | 4.79万 | 1.05亿 | | 920826 | 盖世食品 | 13.39 | -0.59% | ﻛ 2.90万 | 3915.24万 | | 920429 | 康比特 | 15.48 | -0.58% | 1.26万 | 1947.58万 | | 603262 | 技源集团 | 28.08 | -0.28% | 7694.18 | 2162.17万 | | 002840 | 华统股份 | 9.76 | -0.20% | 10.92万 | 1.06亿 | | 603102 | 自合股份 | 45.90 | -0.11% | 4364.0 | 1999.35万 | | 0025 ...

Investment Focus - The report highlights the value of consumer stocks in a volatile market, recommending a focus on companies like Guizhou Moutai, Eastroc Beverage, and Yili Group, all rated as "Outperform" [1]. Industry Overview - In January 2026, four out of eight tracked essential consumer sectors showed positive growth, including condiments, frozen foods, soft drinks, and dining, while four sectors, such as mid-to-high-end baijiu, dairy products, and beer, experienced declines [3][9]. - The overall consumer industry is characterized by a recovery in basic demand while hedonic consumption remains under pressure, indicating a shift in consumer spending towards essential goods [9]. Revenue and Growth Analysis - The revenue for the mid-to-high-end baijiu sector in January was 470 billion yuan, down 14.0% year-on-year, while the revenue for the mass-market baijiu sector was 229 billion yuan, down 3.0% year-on-year [10][11]. - The soft drink sector reported a revenue of 962 billion yuan in January, with a year-on-year growth of 1.1%, indicating a cautious recovery in demand [17]. - The frozen food sector saw a revenue of 150 billion yuan, with a year-on-year increase of 8.0%, driven by pre-Spring Festival stocking and low temperatures [16]. Price Trends - The report notes that the wholesale prices of major baijiu brands like Guizhou Moutai remained stable, while some brands faced downward price pressures due to high inventory levels [4][21]. - The average discount rates for liquid milk and condiments increased compared to the previous month, reflecting intensified market competition [35][37]. Market Dynamics - The report identifies four favorable funding factors for the essential consumer sector, including significant volatility in global capital markets, declining risk-free interest rates, increased foreign capital allocation to China, and low institutional allocation levels [6]. - The report suggests focusing on companies that align with both domestic and foreign institutional preferences, as well as those showing improvements in fundamentals and dividend yields [6].

证券日报网讯2月2日，双汇发展（000895）在互动平台回答投资者提问时表示，2026年1月末公司股东 人数153079户(含信用账户)。 ...

2月2日上午，双汇发展重客管理中心启动宣导会在集团总部漯河举行。双汇发展董事长万宏伟，双汇发展总裁马相杰，双汇发展常务副总裁刘松涛，双汇 发展副总裁、肉制品事业部总经理赵国宝等集团高管，双汇发展重客管理中心总经理郭雷，双汇发展肉制品事业部、禽产品事业部、综合事业部、餐饮事 业部中高层管理人员，集团行政中层等出席启动宣导会。双汇发展肉制品事业部销售大区经理、办事处经理等通过线上方式参会。会议由双汇发展重客管 理中心副总经理张竞超主持。 双汇发展重客管理中心总经理郭雷上台发言 双汇发展重客管理中心副总经理张竞超上台发言 赵国宝对2026年重点商超和新零售业务运作进行了指导，他要求肉制品事业部业务人员要树立一盘棋的意识，全力支持、密切配合、通力协作，与重客管 理中心一道共同实现肉制品渠道攻坚突破和经营业绩提升的规划目标。 董事长万宏伟在讲话中深刻指出，当前市场零售渠道正经历剧烈变革，企业必须迅速响应、主动调整，并指明需重点关注的方向以适应新形势下的发展需 求。他要求重客管理中心，一是要着力扩大新兴渠道增长贡献，同时巩固传统渠道存量市场，进一步强化渠道合作关系，实现业务整体稳中有进。二是要 进一步明确经销商在分销体系 ...

双汇发展董事长万宏伟在讲话中指出，面对新时期"产业化、多元化、国际化、数字化"的战略要求，原 有系统在技术架构、流程响应及数据协同方面已面临挑战。他强调，此次升级绝非简单的工具迭代，而 是关乎双汇未来十年、二十年核心竞争力的"战略重塑"与"必赢之战"。该项目承载着支撑产业高质量发 展、构建"数字双汇"骨架、推动组织能力升级三大战略使命，旨在为成本领先战略筑牢数字根基，实现 全链路数据驱动决策，并加速培养面向未来的数字化人才。 金蝶集团总裁章勇表示，双汇的产业化、多元化、国际化、数字化战略展现了前瞻性的远见。此次ERP 升级不仅是系统更新，更是双汇面向未来构建数字化核心引擎、重构管理体系与运营能力的关键举措。 金蝶将该项目列为集团"集团战略合作"，将以高规格投入，集结高质量团队，与双汇共同打造支撑未来 发展的数字化中枢，探索行业转型领先实践，并为双汇锻造面向未来的组织能力。期待双方并肩前行， 以高质量交付回应信任，携手共创行业数字化新标杆，为双汇的持续发展注入强劲新动能。 未来，双汇将借助金蝶领先的技术架构和丰富的实践经验，为企业高质量发展增势蓄能，企业将以此次 升级为新起点，全面提升运营效率，深化管理模式变革 ...

Investment Rating - The report rates multiple companies in the consumer staples sector as "Outperform," including Guizhou Moutai, Wuliangye, and Yili [1]. Core Insights - The consumer staples industry in January 2026 shows a recovery in basic demand while hedonic consumption remains under pressure, indicating a divergence in performance across different segments [3][29]. - Among the eight key consumer industries tracked, four are experiencing positive growth (condiments, frozen food, soft drinks, and catering), while four are facing declines (high-end and above Baijiu, mass-market Baijiu, dairy products, and beer) [29]. Summary by Segment Baijiu (High-end and Above) - In January, the revenue for high-end Baijiu reached 47 billion yuan, a year-on-year decline of 14.0%. The price pressure is significant, with expectations of over a 10% price drop throughout the year due to high inventory levels [11]. Baijiu (Mass-market and Below) - The mass-market Baijiu segment generated 22.9 billion yuan in January, down 3.0% year-on-year. Despite the decline, the segment shows resilience due to rigid demand and adaptability to consumption scenarios [13]. Beer - The beer industry reported revenues of 17 billion yuan in January, a decrease of 7.1% year-on-year. The demand was affected by adverse weather and the delayed Spring Festival, leading to a cautious inventory approach by distributors [15]. Condiments - The condiment sector achieved revenues of 46.9 billion yuan in January, reflecting a year-on-year growth of 3.5%. The recovery in the catering channel and increased demand from small and medium-sized businesses are key drivers [17]. Dairy Products - The dairy sector's revenue was 43.5 billion yuan in January, down 3.3% year-on-year. The demand remains under pressure, but a potential recovery is anticipated in the coming months due to low base effects [19]. Frozen Food - The frozen food segment saw revenues of 14.99 billion yuan in January, with a year-on-year increase of 8%. The demand is supported by pre-Spring Festival stocking and favorable weather conditions [21]. Soft Drinks - The soft drink industry generated 96.2 billion yuan in January, with a modest growth of 1.1% year-on-year. Increased promotional activities indicate heightened market competition [24]. Catering - The catering sector reported revenues of 16.2 billion yuan in January, up 2.5% year-on-year. The demand is gradually improving, particularly in small and medium-sized restaurants [26].

Investment Rating - Industry Rating: Recommended [3] Core Insights - The report highlights the implementation of a national seed market inspection for spring crops, focusing on key crops such as corn, soybeans, rice, cotton, potatoes, and vegetables. This initiative aims to ensure seed quality and combat counterfeit products, which is expected to enhance the planting industry chain [1][11]. - The report anticipates a continued acceleration in the commercialization of genetically modified (GM) seeds, which is crucial for improving self-sufficiency rates in key varieties. The upcoming central document is expected to catalyze the seed industry sector [1][11]. - In the pig farming sector, the average price of live pigs has decreased to 12.61 CNY/kg, reflecting a 2.91% week-on-week decline. This trend is attributed to seasonal consumption patterns and inventory adjustments post-holiday [2][12]. - The report suggests that the pig farming sector may see accelerated capacity reduction as it enters a traditional off-season for pork consumption, presenting potential investment opportunities [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated a seed market inspection to ensure the safety of seeds for spring production, focusing on major crops [1][11]. - The emphasis on GM technology is expected to revolutionize yield improvements and enhance self-sufficiency in key crops [1][11]. - Recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on companies with significant first-mover advantages in the seed industry such as Dabeinong and Longping High-Tech [1][11]. Pig Farming - The average price of live pigs is currently 12.61 CNY/kg, with a notable week-on-week decline of 2.91% due to seasonal factors and inventory management [2][12]. - The number of breeding sows has decreased to 39.61 million, reflecting a 2.9% year-on-year decline, indicating a trend towards capacity reduction [2][12]. - Recommended stocks in the pig farming sector include Lihua Agricultural, Muyuan Foods, and Shuanghui Development, among others [2][12]. Key Agricultural Product Data Tracking - Corn: The average price is 2377.26 CNY/ton, with a week-on-week increase of 0.32% [26]. - Wheat: The average price is 2529.67 CNY/ton, with a week-on-week increase of 0.18% [29]. - Soybeans: The average price is 4072.11 CNY/ton, remaining stable week-on-week [41]. - Cotton: The average price is 15750 CNY/ton, with a week-on-week increase of 0.56% [46]. Feed and Vitamin Prices - The average price of pig feed is 2.65 CNY/kg, stable week-on-week [53]. - Vitamin E averages 55.30 CNY/kg, reflecting a week-on-week increase of 1.47% [63].

2026 年迎新春 · 促消费河南美食榜 (排名不分先后) (一) 河南特色食品 【大河财立方 记者 郝楠楠 吴海舒 文 朱哲 摄影】烩面+胡辣汤礼盒、道口烧鸡、信阳毛尖茶饮料、中式精酿啤酒……1月30日，2026 年"吃货季"迎新春促消费好酒好菜迎新年活动暨河南美食榜和河南好酒发布推介活动举行，提前给消费者解锁了新春一桌好饭新思 路。 本次活动由河南省现代食品产业联盟、河南省食品工业协会主办。大河财立方记者现场看到，好想你、豫道、金星、麦尚、仰韶等 近50家食品企业携明星产品参展。 以好酒好菜拉动新春消费，河南省现代食品产业联盟副理事长、牧原集团副总经理袁合宾在致辞中介绍，本次活动首次探索"线上直 播+线下展示"的双轨模式，助力河南食品企业推广产品、传播品牌。线上，联动京东政企、广电买卖多、抖音本地生活等平台，开 展电商直播月活动，打通直达消费者的"云端通道"；线下，精心设计布展，集中呈现本土品牌特色。 袁合宾表示，2026年是"十五五"规划的开局之年，协会将依托郑州东站"城市会客厅"的核心区位，全力推动"豫食名品展示中心"建 设。"该中心将集产品展示、产销对接、电商运营、品牌推广、文化传播于一体，通过沉浸 ...