LYFEN(SH:603777) Xin Hua Cai Jing·2025-11-08 11:57Core Insights - The company Laiyifen signed a strategic procurement agreement worth 250 million yuan at the 8th China International Import Expo, demonstrating its commitment to strengthening the global supply chain [1][3] - Laiyifen presented itself as a "global brand management ecological platform" at the expo, showcasing five core brands to enhance its market presence [3][5] - The company is transitioning from a participant to a co-builder in the import expo, reflecting its evolving business model and expanding partnerships [3][5] Brand Strategy - Laiyifen's brand architecture includes five core brands: "Laiyifen" focusing on national snacks, "Yami" for imported foods, "Zui Ai" in the liquor sector, "Hu Wei" in whiskey, and "Yang Chan Ji" targeting community retail [3][5] - This upgraded brand structure allows for precise coverage of different consumer scenarios and fosters internal collaboration among brands [3][5] Market Trends - There is a growing consumer focus on the ingredients and nutritional value of snacks, leading to a trend towards healthier snack options [3][5] - Laiyifen has implemented a "Five Fresh Standards" strategy to ensure product freshness throughout the supply chain, addressing the increasing demand for health-conscious products [5] Business Model Evolution - The company is moving towards a "dual circulation" model of "going global + importing," enhancing its international influence and competitiveness [5] - Laiyifen's collaboration with global partners extends beyond procurement to include joint product development and strategic co-branding initiatives [3][5]