QIANHE(SH:603027) Xiao Fei Ri Bao Wang·2025-05-21 09:49Core Insights - Qianhe Flavor Industry has officially partnered with CCTV's flagship program "Home Cooking," marking the first collaboration of a "zero additive" seasoning brand with a national media program [1][3] - The partnership aligns with the national "Nutrition Plan (2023-2030)" and aims to promote healthy eating concepts among Chinese families through advanced product ideas from private enterprises [1][3] Company Positioning - Qianhe holds a 38.7% market share in the zero additive soy sauce segment, as reported by the China Condiment Association in 2023 [3] - The company's product philosophy of "simple ingredients, natural flavors" aligns with the core requirements of reducing chemical interventions in food, as emphasized in the national health initiative [3][6] Consumer Trends - A 2024 KPMG survey indicates that nearly half of Chinese consumers prefer purchasing pure, natural foods, while a Mintel report shows that 86% of consumers desire simpler ingredient lists [4] - This consumer preference reflects a growing demand for products that emphasize minimal ingredients and high quality [4][8] Production Capacity - Qianhe has faced tight production capacity since the previous year, with some product categories experiencing supply shortages, highlighting the urgent market demand for "extremely simple ingredients and exceptional quality" [8] - The company has completed the main construction of its 600,000-ton intelligent manufacturing project, with a total investment of 1.26 billion yuan, which will significantly increase its production capacity to over 1.2 million tons [8]