QIANHE(SH:603027) Zheng Quan Shi Bao Wang·2025-08-27 15:34Core Viewpoint - Qianhe Flavor Industry reported a strong recovery in sales and revenue in the first half of 2025, despite earlier fluctuations due to public sentiment, showcasing resilience and effective channel strategies [1][6]. Financial Performance - For the first half of 2025, Qianhe Flavor Industry achieved a revenue of 1.318 billion yuan and a net profit of 173 million yuan [1]. Market Demand and Competition - The seasoning industry is experiencing intense competition, with leading companies consolidating market share, while smaller enterprises face increasing challenges [2]. - Qianhe emphasizes product quality and innovation to meet market demands, investing over 400 million yuan in R&D since its listing, resulting in 129 patent grants [2]. Technological Innovation - Qianhe has collaborated with universities and research institutions to enhance fermentation technology, improving soy sauce flavor and quality [3]. - The company has established advanced research facilities and introduced new equipment to support its R&D efforts [2]. Supply Chain Management - Qianhe has optimized its raw material supply chain, forming strategic partnerships to ensure quality and traceability of ingredients [4]. - A dedicated production line for salt has been established in collaboration with Sichuan Jiuda Salt, enhancing the quality control of raw materials [4]. Marketing and Sales Strategy - The company has strengthened its marketing network, expanding both online and offline channels, with a notable increase in the number of distributors [6]. - Sales in offline channels saw a significant increase, with a 20% month-on-month growth in May 2025 [7]. Product Compliance and Consumer Trends - Qianhe's products have consistently passed safety inspections, achieving a 100% compliance rate since 2014 [6]. - The company is responding to consumer demand for natural ingredients by promoting its zero-additive soy sauce series, which utilizes traditional fermentation methods [7][8]. Regulatory Environment - New regulations regarding food labeling will come into effect in 2027, prompting Qianhe to update its product packaging to align with these standards [8]. - The company plans to launch a new marketing campaign in the third quarter of 2025 to promote its clean-label products [8].