2025年海味零食电商消费趋势

Investment Rating - The report does not explicitly provide an investment rating for the seafood snack industry Core Insights - The seafood snack industry is experiencing mixed performance across different e-commerce platforms, with significant growth in certain product categories while others are declining - Jinzai Foods, a leading brand in the seafood snack sector, reported a remarkable revenue growth of 16.79% year-on-year and a net profit increase of 39.91% for 2024, driven by the success of its flagship product, small dried fish, which sold over 1.5 billion units [6] - The overall sales of seafood snacks on e-commerce platforms are showing a downward trend, particularly on Taobao, where sales dropped by over 200 million [8][10] Summary by Relevant Sections E-commerce Sales Performance - Taobao's seafood snack sales declined by 18.6% year-on-year, with all subcategories experiencing a decrease, including instant fish (-19.8%) and seaweed (-16.2%) [10] - JD.com saw a slight overall growth of 1.6%, with instant fish showing a significant increase of 123.3%, while seaweed and instant squid faced declines [13] - Douyin's seafood snack sales decreased by 2.2%, with instant squid experiencing a growth of 17% [16] Category Performance - The top-performing categories in 2024 include: - Instant fish: 3.81 billion with a decline of 19.8% - Seaweed: 3.20 billion with a decline of 16.2% - Instant squid: 1.19 billion with a decline of 15.6% [11] - Notable growth categories on JD.com include: - Instant fish: 0.82 billion with a growth of 123.3% - Instant shrimp: 0.03 billion with a growth of 132.9% [14] Brand Rankings and Growth - Jinzai Foods ranked first in the seafood snack category with a sales figure of 0.31 billion and a growth rate of 48.4% [20] - Other notable brands include: - Good Time: 0.79 billion with a growth of 65.4% - Three Squirrels: 0.25 billion with a growth of 10.7% [20] - On Taobao, Jinzai Foods also led in the instant fish category with a sales figure of 74.56 million, despite a decline of 4.9% [21] Market Share Trends - Douyin's market share in the seafood snack category reached 52.5% in 2024, indicating a strong position compared to other platforms [8] - The overall market dynamics suggest a shift in consumer preferences, with some brands and categories outperforming others significantly [19]