紫燕食品戈吴超：用中国卤味链接全球餐桌

Core Viewpoint - Ziyan Food is expanding its international presence with the opening of its first North American store in New York and plans to invest 300 million yuan in a beef processing facility in Nepal, aiming to connect global consumers with high-quality Chinese cuisine [2][3]. Strategic Layout of Upstream Raw Materials - The stability of beef supply is crucial for Ziyan Food, which plans to establish a beef processing project in Nepal to ensure supply chain stability and control procurement costs, potentially exporting tens of thousands of tons of beef to China annually [3][4]. - The project has received support from the Chinese embassy in Nepal, highlighting the importance of international cooperation in enhancing trade [4]. Innovation and Growth Resilience - Ziyan Food reported a net profit of 346 million yuan in 2024, a year-on-year increase of 4.5%, demonstrating resilience amid industry challenges [4][5]. - The company focuses on differentiated positioning and enhanced R&D capabilities, particularly in the meal-oriented segment, which has higher entry barriers compared to snack-oriented products [4][5]. - The establishment of a research and innovation center in Lianyungang aims to tailor products to local tastes across various Chinese cities, with successful new products like spicy rabbit legs gaining popularity [4][5]. Overseas Expansion - The opening of the North American store marks a significant step in Ziyan Food's internationalization strategy, following successful store launches in Australia [6][7]. - The choice of developed markets like Australia for expansion is a strategic decision to align with the company's mid-to-high-end positioning and to leverage the mature market systems that reduce uncertainties [6][7]. - The company emphasizes the importance of localizing products to cater to foreign consumer preferences, such as offering boneless options for Western markets [6][7].