切入冻干食品优质赛道 煌上煌开拓第二增长曲线

Group 1 - The core point of the news is that Jiangxi Huangshanghuang Group is acquiring a 51% stake in Fujian Lixing Food Co., Ltd. for 495 million yuan, aiming to enhance its market position in the freeze-dried food sector [1][2] - Lixing Food, established in 2006, is a leading manufacturer in freeze-dried foods with significant production capacity, including 37 freeze-drying production lines and an annual output of nearly 6,000 tons of various freeze-dried products [1][2] - The freeze-drying technology, which originated in the aerospace field, preserves over 95% of the nutritional content of food, making it increasingly popular in the consumer market as health awareness rises [2][3] Group 2 - The acquisition allows Huangshanghuang to leverage Lixing Food's sales channels and market resources, facilitating entry into emerging markets and diversifying its product offerings [2] - The freeze-dried food sector has high technical barriers, and Lixing Food's products are certified for international markets, catering to clients like Starbucks and Nestlé [2] - Huangshanghuang's revenue for the first half of 2025 was 984 million yuan, a decrease of 7.19% year-on-year, while net profit increased by 26.90% to 76.92 million yuan [3] - Lixing Food is expected to contribute a cumulative net profit of at least 264 million yuan over three years, potentially becoming a significant growth driver for Huangshanghuang [3] - The global freeze-dried food market is projected to reach 83 billion yuan in 2024 and exceed 107.4 billion yuan by 2030, with China's market leading at a compound annual growth rate of 13.5% [3]