Toly Bread(SH:603866) Sou Hu Cai Jing·2025-07-29 06:53Core Insights - The Chinese consumer market is transitioning from scale expansion to value cultivation, with a growing demand for "high-quality cost-effectiveness" driving the baking industry into a period of refinement [1] - Taoli Bread leverages 30 years of experience and supply chain capabilities to create a full-chain advantage from raw material procurement to logistics, ensuring product quality while providing high cost-effective options [1] Supply Chain "Hard Power": Efficient Production and Quality Control - High cost-effectiveness does not equate to low quality; the competition in short-shelf-life bread is fundamentally about balancing efficiency and quality [2] - Taoli Bread employs modern production equipment and technologies such as AI, IoT, and robotics to achieve deep integration of information and industrialization, ensuring a clean and pollution-free production process [2] - Strict quality control measures are implemented across seven key production processes, enhancing product quality stability and significantly improving production efficiency [2][4] Logistics and Channels: Racing Against Time with "Short Shelf-Life Secrets" - With a shelf life of typically 15 days or less, the time from production to shelf must be measured in hours; Taoli Bread's strategy includes a national layout and grid-based distribution [5] - The company operates over 20 production bases nationwide, ensuring local production and delivery, and employs a dual logistics model of self-built and third-party logistics [5] - Taoli Bread aims for "daily fresh delivery" and utilizes a PDA logistics data collection system for visual tracking and management of the entire delivery process [5] Channel Network Layout - Taoli Bread has established a comprehensive channel ecosystem with "deep offline penetration + multi-dimensional online collaboration," covering over 300,000 retail terminals [7] - The company utilizes e-commerce platforms and content-driven platforms like Douyin and Xiaohongshu to create a traffic matrix, enhancing consumer engagement and personalized recommendations [7] Consumer Insights and R&D Innovation: The "Soft Driving Force" of the Supply Chain - The ultimate goal of the supply chain is to meet consumer demands; Taoli Bread employs a "data-driven + flexible R&D" model to quickly translate market insights into product capabilities [8] - The company has set up a multi-dimensional feedback system to analyze consumer needs and has established communication channels for customer inquiries and complaints [8] - Taoli Bread has three R&D centers in Shanghai, Tianjin, and Shenyang, focusing on market demands and continuously optimizing product structures [9] Conclusion: The Essence of the Supply Chain is "Value Delivery" - Taoli Bread's supply chain practices illustrate that in the short-shelf-life baking industry, the supply chain should be viewed as a value engine rather than a cost center [10] - By integrating digital production, national layout for efficiency, and consumer insights for innovation, Taoli Bread transforms its supply chain into a competitive advantage, achieving coexistence of "high quality" and "high cost-effectiveness" [10] - As consumer demands for "freshness," "health," and "convenience" continue to rise, the competition in supply chain capabilities will become a critical differentiator in the industry [10]