汕尾市市场监督管理局关于2026年春节食品专项监督抽检信息的通告 汕尾市市场监督管理局2026年食品安全监督抽检信息（第二期） 为了保障元旦、春节等重要节日的食品安全，切实维护我市人民群众饮食安全，汕尾市市场监督管理局组织了2026年元旦、春节食品安全专项监督抽检，本 次专项抽检以粮食加工品、蔬菜制品、豆制品、餐饮食品等节日消费食品为重点抽检对象，以辖区内商场超市、各大中型酒楼等场所为重点区域，共抽检食 品152批次，其中合格食品149批次，不合格食品3批次，主要检出二氧化硫残留量、大肠菌群等问题。具体产品抽检结果见附件。 | 尾市元旦春节食 | 品专项 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 汕尾市市场监督 | 汕尾市城区老尾 | 管理局/2026年汕 | 餐饮 | 合 | 2025- | 贡仔粿小吃店 | 煎炸过程用油 | DBJ26441500607730079ZX 72 / | / | / | | | | | 12- ...

陈文博 中金公司食品饮料分析师: 位投资人，大家上午好。那也祝大家新年好，以及开工大吉。那今天上午，是中金组织的 大众食品的春节的情况跟踪电话会。我是中金的食品饮料组陈文博。那今天上午，我们请 到了两位综合的食品的专家与大家分享春节的情况。那第一位专家，主要负责华东、华中 以及华西地区的包括饮料，还有零食等大大的一些品类的运营。专家您好，能听到我说话 吗？ 华东华中华西食品综合专家: 你好，可以，没问题。 陈文博 中金公司食品饮料分析师: 对，那我们就开始。那第一个，首先我想问问，就是您代理的这个品类也比较多，那想问 一下春节期间，比如说这个几个大的品类，像乳制品、饮料、零食、速冻。包括调味品， 这几个品类分别的增速情况，和景气度。然后就综合来看的话，有没有什么地方比咱们之 前预期的要好，或者是要差的？ 华东华中华西食品综合专家: 我们先按照您刚才说的那个品类来说，我们今年的这个总体的品类分成像修石，修石我们 今年的整体性，春节的一二月份，这二月份我们是截止到 2 月 10 号左右。节前的这个数 据，那我们整体的出货比去年同期我们是增长了 10%左右，这所有的修饰，这里面主要是 以礼盒为主，这个品相。那从整个 ...

春节食品动销表现几何？后市如何看？20260223 摘要 春节期间，社会消费呈现强劲复苏态势，零售餐饮企业日均销售额同比 增长 8.6%，为主要长假中高增速水平。春运期间人员流动量显著增加， 节后流动量同比增速达 11.1%，途牛数据显示人均出游天数同比增加 1.1 天，达 5.9 天，反映消费意愿增强。 大众食品消费方面，企业库存清理完毕，渠道新鲜度高，经销商信心恢 复，备货充足。礼盒消费依然火热，但消费者更注重性价比，价格集中 在 50-100 元区间。下沉市场表现良好，价格折扣竞争减缓，零售终端 价格坚挺。 乳制品行业表现分化，华东和华中地区增长显著，常温液奶增长约 7%，伊利、蒙牛分别增长 8-9%和 5-6%，常温酸奶结束下跌态势，实 现正增长。华南地区表现偏弱，但渠道库存不高，高端品类保持增长， 君乐宝低温产品增速约 20%。 现制茶饮行业受益于暖冬天气和出行旺盛，同店 GMV 表现良好，蜜雪 冰城、古茗、瑞幸等品牌均有超过 10%的增长。堂食消费为主，加盟商 利润较高，外卖补贴压力有限，预计全年同店 GMV 将保持平稳。 Q&A 2026 年春节期间大众食品整体表现如何？ 2026 年春节期间， ...

行业点评（R3）- 无重点股票 食品饮料 白酒表现分化，大众品价稳量升 食品饮料行业春节跟踪点评 投资要点： 2026 年 02 月 24 日 评级 领先大市 评级变动： 维持 行业涨跌幅比较 30% 食品饮料 沪深300 % 1M 3M 12M 食品饮料 3.28 -3.44 -3.56 沪深 300 -0.90 4.64 17.14 黄静 分析师 -10% 0% 10% 20% 2025-02 2025-05 2025-08 2025-11 | 执业证书编号:S0530524020001 | | | --- | --- | | huangjing48@hnchasing.com | | | 胡跃才 | 分析师 | | 执业证书编号:S0530525070001 | | | huyuecai@hnchasing.com | | 证券研究报告 投资建议：考虑食品饮料板块低预期、低估值、低持仓的特征，以 及板块呈现企稳改善的态势，我们维持板块"领先大市"的评级。 白酒方面，建议关注品牌力强、量价策略改善的龙头企业；大众品 方面，建议关注β企稳、α持续释放的速冻食品龙头；竞争格局稳 固，价盘有望边际改善的乳品龙头 ...

华东食品综合大商要点20260222 春节整体动销： ■1-2月食品大类各品类均实现正向增长（出货销售额口径，下同），主因：1）春节错期，今年动销期更长；2） 返乡消费拉动性强。 ■结构性特征：刚需品增长更好，下沉市场动销积极，礼赠需求有所修复，价格促销同比收敛。 ■节后补库预期：良性动销下， 分品类： ■休闲食品：同比增长约10 华东食品综合大商要点20260222 春节整体动销： 分品类： ■休闲食品：同比增长约10%。 盐津、劲仔双位数增长，品类内表现最优；卫龙、洽洽增长较稳。 礼盒装分化明显，高价位礼盒复购乏力。 ■冻品：同比增长约7%。 安井增长约18%，全品类均表现积极（丸子、预制菜、肉类冻品等），思念、三全等增长约5~10%。 ■饮料：同比增长约5%，大规格（1L装）增速高。 东鹏特饮增长12%+，电解质水20%；农夫水品类同比个位数增长，无糖茶双位数增长。 ■1-2月食品大类各品类均实现正向增长（出货销售额口径，下同），主因：1）春节错期，今年动销期更长；2） 返乡消费拉动性强。 ■结构性特征：刚需品增长更好，下沉市场动销积极，礼赠需求有所修复，价格促销同比收敛。 ■节后补库预期：良性动销下， ...

Summary of Conference Call on Consumer Goods - Snacks and Beverages Industry Overview - The conference call focused on the consumer goods sector, specifically snacks and beverages, during the Chinese New Year period in 2026, highlighting a significant recovery compared to the previous year [1][2]. Key Insights and Arguments Consumer Behavior and Market Trends - Overall consumption showed signs of recovery, with essential products and gift boxes performing well during the holiday season [1]. - Discount promotions for core categories and specifications were less aggressive compared to the previous year [1]. - Modern channels and community pathways increased investment in product displays and promotional expenses [1]. Snacks Performance - Snacks performed better in the 2026 Chinese New Year compared to 2025, with hypermarket channels showing strong results [1]. - Data from East China, Central China, and Sichuan-Chongqing regions indicated a 10% year-on-year growth in the snacks category for January-February 2026, with hypermarket channels exceeding 20% growth [1]. - Most brands set their sales targets for 2026 at over 20%, indicating a positive overall trend [1]. - Specific brand performances included: - **Wei Long**: 13% growth in January-February, with a target of 20% for 2026 [1]. - **Yan Jin Pu Zi**: 22% growth, with a target of 20% [1]. - **Three Squirrels**: 5% growth, with a target of 25% [1]. - **Jin Zai Foods**: 17-18% growth, with a target of 15% [1]. - **Qia Qia Foods**: 6% growth, with a target of 15% [1]. Beverage Performance - The beverage sector experienced a healthy shipment performance during the holiday, with significant brand disparities [3]. - Overall beverage shipments grew by 3% year-on-year for January-February, with expectations for double-digit growth in February [3]. - Specific brand performances included: - **Nongfu Spring**: 10% growth, with large packaging water showing double-digit growth [3]. - **Oriental Leaf**: 15% growth, with a target of 15% for 2026 [3]. - **Dongpeng Beverage**: 12% growth, with a target of 25% [3]. - **Kang Shifu**: Improved performance compared to Q4 [3]. - **Yang Yuan** and **Wang Lao Ji** showed slightly weaker year-on-year performance [3]. Recommendations - The overall performance of the snacks category met expectations, with a recommendation to continue focusing on brands like Wei Long, Yan Jin Pu Zi, and Xi Mai Foods for Q1 2026 [2]. - For beverages, the recommendation includes Dongpeng Beverage and Nongfu Spring, with expectations of significant growth in Q1 [3].

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The 2026 Spring Festival consumption exceeded expectations, with service consumption leading the growth, driven by a significant increase in dining and travel demand [2][7] - The report highlights a notable recovery in the travel sector, with an expected total of 9.5 billion people traveling during the Spring Festival, marking a historical high [10][12] - The report emphasizes the importance of quality and experience in consumer spending, with a shift towards premium products and services [7][19] Summary by Sections 1. Spring Festival Consumption Trends - The Spring Festival holiday from February 15 to 23, 2026, saw a "good start" in consumption, with key retail and dining enterprises reporting a 10.6% increase in average daily sales compared to the same period in 2025 [10][22] - The first four days of the holiday recorded an 8.6% increase in average daily sales for key retail and dining enterprises compared to the previous year [10][19] - Government initiatives, including a 20.5 billion yuan fund for consumer subsidies, significantly boosted consumer spending [11][10] 2. Baijiu (Chinese Liquor) Market - The Baijiu market showed signs of improvement, with a narrowing decline compared to previous major holidays, although brand differentiation became more pronounced [27][30] - High-end Baijiu brands like Moutai and Wuliangye continued to lead the market, with a focus on price elasticity and rational consumer behavior [27][30] - The report identifies three key changes in the Baijiu market: increased importance of personal consumption, a more relaxed approach from manufacturers regarding sales targets, and improved channel sentiment [30][31] 3. Snack and Food Market - The snack market is expected to benefit from an extended peak season, with a longer preparation and sales cycle compared to 2025 [33][34] - Offline channels, particularly membership-based supermarkets and discount stores, are performing better than online channels, with significant growth in sales during the holiday period [34][35] - The report notes a diversification in snack offerings, with strong performance in high-quality nut gift boxes and innovative packaging strategies enhancing brand visibility [35][36]

多元供给点燃新春消费热潮 马年春节，一股"健康、智能、绿色"的消费新风尚席卷全国。据商务大数据，2月15日，重点平台智能 穿戴设备销售额增长1.3倍，智能血压仪、血糖仪增长超60%，有机食品增长52%，用实打实的数据，彰 显出春节消费市场品质升级趋势。 在此背景下，深市食品饮料类上市公司以产品创新为核心，从节庆专属产品打造到健康品类研发，从供 应链效率提升到消费场景营造，全方位满足不同消费群体的新春需求，让节日消费既有"年味"更有"品 质"。 商超卖场年味浓郁、优质食品供销两旺、智能家电备受青睐……2026年丙午马年春节，恰逢最长春节假 期叠加消费政策红利释放，国内消费市场人气与活力双向攀升。 在这一过程中，深圳证券交易所市场（以下简称"深市"）消费类上市公司紧抓春节消费热潮，立足自身 主业优势，以产品创新贴合消费需求、以多元营销激活市场活力、以全球化布局拓展发展空间，在食品 饮料、家电等核心赛道展现出强劲的发展韧性，成为新春消费市场的活力因子，也为全年消费市场复苏 注入强劲动力。 产品创新锚定需求 例如，深耕速冻食品领域三十年的三全食品（002216）股份有限公司（以下简称"三全食品"），作为国 内速冻米面 ...

Investment Rating - The report maintains a "Buy" rating for the food and beverage industry [2] Core Insights - The food and beverage industry experienced a decline of 2.33% from February 9 to February 13, 2026, underperforming the CSI 300 index by 2.69 percentage points [6][9] - The industry is currently at a historical low valuation, with a PE ratio of 21X, ranking 24th among Shenwan's primary industries [5][18] - High-end liquor sales showed strong performance during the Spring Festival, with leading brands like Moutai and Wuliangye experiencing significant growth, while mid-range products faced a decline of approximately 20% [6][7] Summary by Sections Industry Performance - From February 9 to February 13, 2026, the food and beverage sector's relative return was -2.5% over one month, -5.3% over three months, and -21.6% over twelve months [4] - The overall market indices showed positive movement, with the Shanghai Composite Index up by 0.41% and the Shenzhen Component Index up by 1.39% during the same period [9] Valuation Metrics - As of February 13, 2026, the food and beverage industry's PE ratio stands at 21X, with sub-sectors like other alcoholic beverages (52X), snacks (37X), and health products (34X) having higher valuations, while liquor (19X), beer (22X), and dairy (23X) are lower [5][18] Investment Recommendations - The report suggests focusing on three main investment lines: 1. Industry leaders with stable demand and strong risk resilience 2. Companies actively developing new products, channels, and consumption scenarios 3. Segments of the mass consumer goods industry that have shown growth potential and reasonable valuations after adjustments [7][44] - Specific companies to watch include Moutai, Shanxi Fenjiu, Anjuke Foods, Andeli, Yanjinpuzi, Babi Foods, Yanjing Beer, and Yili [7][44]

格隆汇2月13日丨盐津铺子(002847.SZ)在投资者互动平台表示，公司未对鸣鸣很忙进行投资。 ...