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“赎罪经济”流行!年轻人吃起东阿阿胶,威海渔竿破圈
DEEJDEEJ(SZ:000423) Qi Lu Wan Bao·2025-09-12 07:48

Group 1: Industry Trends - The "redemption economy" is gaining popularity among young people, characterized by compensatory spending on indulgent foods and activities to balance their stressful lifestyles [1][6] - Fishing has become a favored activity among young people, with approximately 150 million fishing enthusiasts in China, translating to one in ten people [2][3] - The fishing-related enterprises in China have seen significant growth, with over 8,000 new companies established this year alone, bringing the total to approximately 119,600 [2] Group 2: Company Performance - Dong'e Ejiao reported a revenue of 3.051 billion yuan in the first half of 2025, marking an 11.02% year-on-year increase, with a net profit of 818 million yuan, up 10.74% [5] - The company has successfully targeted younger consumers with innovative products, such as ready-to-eat snacks and instant ejiao powder, contributing to a projected revenue of 5.5 billion yuan from the "Peach Blossom Princess" product line in 2024 [5][6] - The health snack market is expected to reach 751.4 billion yuan by 2026, driven by the personalized health needs of the Z generation [6] Group 3: Consumer Behavior - Young consumers are increasingly drawn to fishing as a low-cost escape from their daily routines, with social media platforms playing a significant role in popularizing the activity [3][4] - The demand for lightweight and aesthetically pleasing fishing gear is pushing manufacturers to innovate, with companies like Guangwei Outdoor Equipment producing high-quality carbon fiber rods [9] - The fishing trend has led to the emergence of a comprehensive consumption chain, including camping, barbecuing, and tourism, particularly in Weihai, which has become a hub for fishing-related activities [8][11] Group 4: Regional Development - Weihai has established itself as a major center for fishing gear manufacturing, with over 1,400 related enterprises and an annual output value exceeding 10 billion yuan [8][11] - The city has also developed a thriving marine ranching tourism sector, attracting over 1 million visitors in 2024 and generating additional revenue for local businesses [11] - Events like the "Guangwei Fishing King Cup" have further enhanced Weihai's reputation as a fishing destination, driving both equipment sales and tourism [11]