盐津铺子前三季净利同比增长22.63% 产品矩阵打造差异化竞争优势

Core Insights - Salted Fish has reported a revenue of 4.427 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 14.67%, and a net profit of 605 million yuan, up 22.63% year-on-year [1] Product and Brand Development - The company has established a clear product and brand matrix centered around konjac, with strategic sub-brands like "Big Devil" and "Egg Emperor" [1] - The "Big Devil" brand, launched in October 2023, achieved over 1 billion yuan in sales within a year, becoming the company's top-selling product [1] - The "Big Devil" product "Six Must-Haves Sesame Sauce Konjac" topped various charts on Douyin, and its monthly sales exceeded 100 million yuan by March 2025 [1] Innovation and Collaborations - Salted Fish continues to innovate with product launches, such as the "Egg Emperor" brand, which became the top-selling quail egg snack in China by shipment volume [1] - The company has formed a ten-year strategic partnership with Liubiju to co-develop and promote konjac products, enhancing its market position [2] Supply Chain and Market Expansion - A robust supply chain and channel layout support the brand's development, leveraging high-quality raw material bases domestically and internationally [3] - The company is expanding its global presence with its brand "Mowon," entering mainstream markets in North America and Southeast Asia [4] - The "Big Devil" product has been launched in major U.S. supermarkets, marking a significant step in international expansion [4] Future Strategies - From 2025 to 2027, the company plans to deepen its core product strategy for "Big Devil" sesame-flavored konjac, utilizing diverse marketing approaches across channels and regions [5] - Continuous brand collaborations and innovations in flavor and texture will be prioritized to enhance product offerings [5]