让大部分零售老板看见未来零售 以下文章来源于零售圈 ，作者渔火 零售圈 . 为中国食品行业的发展注入了强大的动力。 文 ｜ 渔火 来源｜ 零售圈（ID：retailsphere） 封面来源 ｜ pexels 河南，这片古老而富饶的土地，地大物博，位居天下之中。从北向南，郑州市、开封市、洛阳市等诸多城市星罗棋布，总面积约16.7万平方公里，约占中 国面积的1.74%。 凭借肥沃的土地、适宜的气候以及便利的交通等得天独厚的资源禀赋，河南孕育出了蓬勃发展的食品产业，众多河南人投身其中，在食品产业链的各个环 节发光发热，构建起庞大而完整的产业体系，可以说在中国食品行业里占据了举足轻重的地位。 "零售圈"从品类视角出发，优中选优，挑选出其中最具代表性的9个河南人，他们以独特的智慧与坚韧不拔的毅力，在各自的领域深耕细作，他们的故 事，是河南食品力量崛起的最佳注脚。 调料类——十三香 王守义 在河南，有这样一个人，凭借一腔执着，将祖传的调味秘方从街边叫卖的小摊，发展为香飘四海的调料帝国，让十三香的名字随炊烟飘进亿万中国厨房。 作为十三香调料的创始人，王守义凭借着对调味品行业的敏锐洞察和不懈努力，在60岁的时候，拿着100元 ...

9 July 2025 | 10:43PM HKT China Consumer Staples Pork: 2Q25 preview: Stronger US hog production; China on track to grow; Buy WH Group For WH Group, we expect better cyclical recovery in its US hog production business, where our US team uplifted Smithfield (WH Group's US business, covered by Leah Jordan) full year profits forecasts beyond the company's higher-end of guidance (-$50mn to +$50mn). We expect China operations (also Shuanghui) to show a return to a growth trajectory from -14% yoy OP decline in 1Q2 ...

转自：中国质量报 □ 孙 博 付冰清 本报记者 孙中杰 从生猪入厂到鲜肉上市，仅需13个小时。在河南省漯河双汇第一工业园，每天傍晚，满载生猪的货车有 序驶入。经标准化屠宰、排酸、分割等工序，新鲜肉类产品便能在次日清晨抵达消费者餐桌。这一高效 且安全的食品供应场景，正同步出现在18个省（市）的双汇现代化肉类加工基地。作为肉制品行业领军 企业，双汇年屠宰生猪1500万头、出栏肉鸡3亿只，产销肉类产品近400万吨，日均超1万吨产品销往全 国各地。这庞大产能的背后，是一套覆盖全产业链的质量管控体系在为食品安全保驾护航。 高投入的硬件升级，源于双汇对食品质量安全文化的高度重视。40余年来，双汇秉持"产品质量无小 事，食品安全大如天"理念，构建起"预防为主、风险管理、全员参与、全程控制"的食品安全内控体 系，形成集团、事业部、项目公司三级管控模式。除食品安全总监、安全员外，近400名食品专业品管 员分布产业链各环节，严格执行质量一票否决制。 200余份覆盖全产业链的质量安全管理文件，支撑起这套管控模式的高效运转。通过导入ISO9000、 HACCP、ISO22000等管理体系，双汇建立了十大标准化内控体系，让每项工作都有 ...

Core Viewpoint - The article discusses how traditional food brands like Shuanghui and TaTa Le are leveraging internet culture and user-generated content to engage with younger consumers through their IP characters, leading to increased brand interaction and marketing opportunities [1][41]. Group 1: Shuanghui's "Top Stream Pig" - Shuanghui's new IP character, referred to as "Top Stream Pig," gained popularity on social media without any prior media presence, solely based on its packaging design [3][7]. - The brand is actively engaging with consumers by inviting them to create derivative content, suggesting names, and developing merchandise like stickers and wallpapers [7][10]. - The character has become a frequent element in Shuanghui's marketing strategy, serving as a hook for interaction with consumers [12]. Group 2: TaTa Le's "Le Le Chicken" - TaTa Le's IP character "Le Le Chicken" has a similar trajectory, gaining traction through user-generated content and brand engagement [13][16]. - The brand has embraced the creativity of its audience, allowing for modifications and enhancements to the character, which has led to a more relatable and engaging persona [13][16]. - Both Shuanghui and TaTa Le are seen as adapting to the younger demographic's preferences, utilizing humor and relatability in their marketing strategies [19][41]. Group 3: Broader Industry Trends - The article highlights a trend among food and beverage brands to utilize IP characters for marketing, with examples including Wangzai and M&M's, which have successfully integrated their characters into social media and consumer interactions [19][28]. - Brands are increasingly using humor and relatability to connect with younger audiences, as seen in the campaigns of companies like Luckin Coffee and Mixue Ice Cream [32][37]. - The success of these strategies indicates a shift in marketing approaches, where brands are not just waiting for trends but actively participating in the cultural conversation [41].

近年来，双汇发展不仅稳居国内最大肉类供应商的龙头位置，更在全产业链布局上持续深耕，打通了从 上游原料供应、中游生产加工到下游市场终端的完整链条，通过产业协同效应进一步强化了市场竞争 力。 在全产业链建设方面，双汇发展以屠宰业和肉制品加工业为核心，向上延伸至饲料、养殖环节，向下拓 展至包装、商业领域，并配套发展外贸、调味品等产业，形成主业突出、辅业协同的肉类产业集群。 作为核心板块之一，双汇发展的肉制品业务通过实施销售机构改革，按照高温、低温、速冻、零食四个 板块，分别设置专职营销总监、专职销售团队、专业客户体系，加强市场专业化运作，分渠道、分产 品、分区域增设专业客户，构建立体化客户网络；围绕消费需求，推出更多更具创新性、高品质和性价 比的产品，聚焦资源加大推广力度；提升专业化运作，深挖传统渠道潜力，释放新兴渠道潜能；加强网 点开发，织密销售网络，提高终端质量，多措并举促进规模提升，保障企业盈利水平。 随着A股上市公司2024年度现金分红持续推进，截至6月25日，食品加工行业26家公司中已有14家完成 分红。其中，双汇发展（000895.SZ）以25.98亿元分红金额、每10股派现7.5元的方案位居行业首位。 ...

Core Viewpoint - The company has successfully developed PVDC casing film, overcoming previous reliance on foreign technology and establishing itself as a leader in the domestic food packaging industry [1][2]. Group 1: Development and Innovation - The production of PVDC casing film was previously monopolized by foreign companies, creating challenges for the domestic food industry [1]. - In 1996, the company introduced its first production line for casing film and established a packaging technology research center to innovate in this area [1]. - Over 20 years, the company has built nine production bases across the country, becoming the largest PVDC film processing and research base globally [2]. Group 2: Technological Advancements - The company has implemented smart upgrades to its production lines, resulting in over a 50% increase in hourly production capacity for PVDC films and a similar improvement in labor efficiency [4]. - The company holds 143 effective patents and has established a comprehensive product research and testing system, leading the industry in technology [4]. Group 3: Market Expansion and International Competitiveness - The company has developed a range of PVDC products, including printing films, preservation films, medical films, and stretch films, breaking international monopolies in the medical film sector [4]. - The annual export volume of PVDC products has reached 5,000 tons, enhancing the company's international competitiveness [4]. Group 4: Strategic Direction - The company has created a closed-loop industrial chain from PVDC resin synthesis to end-use applications, transitioning from traditional channels to diverse market scenarios [5]. - The company's strategy emphasizes industrialization, diversification, internationalization, and digitalization, showcasing a collaborative approach to technological innovation and industry integration [5].

Core Insights - The article highlights the transformation of Shuanghui's chemical packaging industry, showcasing its journey from technology monopoly to independent innovation and global expansion through the development of PVDC sausage casing film [1][2][8] Group 1: Technological Breakthroughs - PVDC sausage casing film is crucial for the production of ham sausages, affecting taste, preservation, and safety, with strict quality standards required for food-grade packaging materials [2][3] - In the 1990s, the technology for high-performance casing film was monopolized by foreign companies, leading to high costs and reliance on imports, which posed challenges for Shuanghui's ham sausage business [2][3] - Shuanghui introduced its first casing film production line in 1996 and established a packaging technology research center, marking the beginning of its journey towards self-sufficiency in this technology [2][3] Group 2: Industry Development - Over 20 years, Shuanghui's chemical packaging industry has established nine production bases across China, becoming the largest PVDC film processing and research base globally, transitioning from technology importation to independent innovation [3][4] - The company has significantly upgraded its production lines through automation and smart technology, resulting in over 50% increase in production capacity and efficiency across various factories [4][6] Group 3: Industry Standards and Sustainability - Shuanghui has developed a comprehensive product research and testing system, holding 143 effective patents and leading the industry in technology standards [6][7] - The company has actively participated in the formulation and revision of national and industry standards, including leading the development of national standards for casing film, promoting industry advancement [6][7] Group 4: Full Industry Chain Development - Shuanghui has built a complete industry chain from PVDC resin synthesis to end-use applications, ensuring raw material supply and seamless integration of production processes [7][8] - The company has expanded into high-value markets such as medical and beverage packaging, achieving a transformation from traditional channels to diverse applications [7][8] - Shuanghui's products, including PVDC casing film and aluminum wire, are exported to over ten countries, with an annual export volume of 5,000 tons, enhancing its international competitiveness [7][8]

Industry Policies Summary - The pre-prepared food industry in China has shown significant potential, especially during the COVID-19 pandemic, leading to rapid development and increased government focus on management and guidance [1][2] - Key areas of government focus include food safety regulation, industrial park planning, cold chain facility construction, and enhancing consumer consumption and innovation [2][5] National Level Policy Overview - The Chinese government has issued various policies to support and regulate the pre-prepared food industry, addressing food safety management, production base construction, and cold chain logistics [5][10] - Policies from multiple departments, including the State Council and Ministry of Commerce, emphasize the importance of food safety and the establishment of standards for pre-prepared food [5][10] Key National Policies and Interpretations - Policies include strict food safety regulations, the establishment of a unified national standard for pre-prepared food production, and the promotion of technological innovation in the industry [11][12] - The government aims to enhance the quality and safety of pre-prepared food through improved supervision and the establishment of a comprehensive food safety management system [11][12] Local Level Policy Overview - Various provinces have implemented specific policies to promote the development of the pre-prepared food industry, focusing on building production bases, enhancing quality, and fostering innovation [13][15] - For example, Shandong aims to cultivate over ten leading enterprises with a market value of over 10 billion yuan by 2025, while Anhui targets a pre-prepared food industry scale exceeding 120 billion yuan [13][15] Future Development Goals - The government has set ambitious goals for the pre-prepared food industry, including the establishment of a robust cold chain logistics network and the promotion of high-quality development through technological advancements [8][10] - By 2025, the aim is to create a competitive and sustainable pre-prepared food industry that meets consumer demands and contributes to economic growth [8][10]

Core Insights - In 2024, China's total retail sales of consumer goods reached 48.79 trillion yuan, growing by 3.5%, marking the first time it fell below the GDP growth rate of 5% [1] - The fast-moving consumer goods (FMCG) industry is transitioning into a phase dominated by "stock competition," focusing on efficiency improvement, brand optimization, and structural adjustments [1] FMCG Company Performance - **Master Kong**: Achieved revenue of 806.51 billion yuan, a slight increase of 0.30%, with net profit rising by 19.80% to 37.34 billion yuan [2][6] - **Nongfu Spring**: Reported revenue of 428.96 billion yuan, up by 0.50%, and net profit of 121.23 billion yuan, a marginal increase of 0.40% [2][6] - **Uni-President**: Generated revenue of 303.32 billion yuan, a growth of 6.09%, with net profit of 18.49 billion yuan, increasing by 10.90% [2][6] - **China Foods**: Recorded revenue of 214.92 billion yuan, up by 0.20%, and net profit of 8.61 billion yuan, a growth of 3.40% [2][6] - **Eastroc Beverage**: Achieved significant growth with revenue of 158.39 billion yuan, up by 40.63%, and net profit of 33.27 billion yuan, increasing by 63.09% [2][6] - **Three Squirrels**: Reported revenue of 106.22 billion yuan, a substantial increase of 49.30%, with net profit rising by 85.51% to 4.08 billion yuan [2][6] Industry Trends - The FMCG sector is experiencing a shift towards efficiency and brand optimization as the era of rapid market growth driven by demographic dividends comes to an end [1] - Companies are adapting to market changes through product innovation, structural optimization, and brand rejuvenation to establish new growth curves and core competitiveness [13] - The beverage segment is seeing strong performance from Nongfu Spring's tea drinks, which have become a major revenue source despite challenges in the bottled water segment [8][13] - The snack segment is witnessing varied performance, with companies like Qinqin Foods achieving profitability through export and OEM manufacturing, while others like Liuyifei face challenges due to strategic adjustments [13] Dairy Industry Performance - **Yili Group**: Maintained its position as Asia's leading dairy company with revenue of 1,157.80 billion yuan, despite a decline of 8.24% [15][16] - **Mengniu Dairy**: Experienced a revenue drop of 10.09% to 886.75 billion yuan, with net profit significantly declining by 97.83% [15][16] - **Bright Dairy**: Reported revenue of 242.78 billion yuan, down by 8.33%, and net profit of 7.22 billion yuan, a decrease of 25.36% [15][16] - The dairy industry is facing challenges with supply-demand imbalances and declining consumer demand, leading to revenue declines for many traditional dairy giants [18]

Group 1 - The artificial meat concept sector rose by 2.37%, ranking 7th among concept sectors, with 17 stocks increasing in value, including Huabao Co., which hit a 20% limit up [1][2] - Leading stocks in the artificial meat sector included Lingge Technology, Meiyingsen, and Haoxiangni, which rose by 5.50%, 4.11%, and 3.42% respectively [1] - The sector experienced a net inflow of 7.71 million yuan, with Huabao Co. receiving the highest net inflow of 55.56 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Huabao Co. at 13.93%, Haoxiangni at 9.71%, and Aipu Co. at 9.15% [3] - Other notable stocks included Shuanghui Development and Shuangta Food, with net inflows of 14.04 million yuan and 6.82 million yuan respectively [3][4] - Stocks that faced declines included Xue Rong Biological, which fell by 2.99%, and Fuxiang Pharmaceutical, which decreased by 1.57% [1][4]