产品创新是拓展国际市场的重要抓手。产品推介环节，中荔集团发布了多款创新品种。据介绍，"火山 岩荔枝"生长在富含矿物质的火山岩土壤中，果实色泽鲜艳、口感清甜；"广荔红荔枝"果肉厚实、汁水 丰富，具有浓郁的荔枝香气；中荔专利品种"迟美人"则以其晚熟的特性，延长了荔枝的供应期。同时， 融合了传统戏曲元素与岭南荔枝文化的"中荔花旦"IP形象在发布会亮相，以国潮美学助力千年果品提升 文化附加值。 全球每10颗荔枝，有7颗来自中国，其中一半以上又来自广东。发布会上，中荔集团与广东广州、东 莞、惠州、茂名、湛江、阳江、汕尾、汕头、潮州、云浮十个地市产业代表共同启动出口基地合作项 目，着力构建从种植到出口的全链条生态体系。 （文章来源：21世纪经济报道） 5月18日，中荔集团总部仓库一派繁忙景象。一辆辆满载新鲜广东荔枝的货车整齐排列，蓄势待发。仓 库外，2025广东荔枝出口首发暨中荔高品质荔枝全球发布会同步举行。伴随发车仪式，首批60吨荔枝启 程北美市场，将岭南大地的甜蜜送至海外。 项目相关负责人表示，广东这十个地市在荔枝种植上各具特色，涵盖了早中晚熟不同品种，为全年供应 提供有力支撑。该项目将整合各基地的丰富种植经验和先进 ...

Core Insights - The industrial sector is moving towards precision and automation, increasing the demand for cleanliness and automation in processes, which presents broad application prospects for the company's cleaning equipment and intelligent solutions [1] - The company aims to capture market opportunities by enhancing technological reserves, improving operational efficiency, and strengthening cost control to achieve high-quality development [1] Business Overview - The company operates primarily in two segments: industrial cleaning systems and surface treatment, and intelligent equipment manufacturing [1] - In 2024, the industrial cleaning systems and surface treatment segment generated revenue of 1.264 billion yuan, accounting for 92.78% of total revenue [1] - The intelligent equipment manufacturing segment, which includes rubber intelligent equipment, digital factories, and electrical automation, achieved revenue of 95.96 million yuan, representing 7.04% of total revenue [1] Market Position and Strategy - The company has 69 years of experience in providing complete solutions for industrial cleaning and surface treatment, with a strong focus on high cleanliness and precision requirements [2] - The majority of the company's revenue comes from overseas, with domestic revenue at 110 million yuan (less than 10% of total revenue) and overseas revenue at 1.252 billion yuan (91.89% of total revenue) in 2024 [2] - The company employs a global and localized operational strategy for its overseas subsidiaries, focusing on serving regional markets [2] Financial Performance - The company has faced challenges, with net profits showing losses for five consecutive years, and a net loss of 21.76 million yuan in 2024, which slightly widened year-on-year [2] - Total revenue for 2024 was 1.362 billion yuan, a year-on-year decline of 5.51% [2] - The company reported a significant improvement in cash flow from operating activities, with a net cash flow of 94.84 million yuan [2] Future Outlook - The company plans to continue focusing on its core business, driving product innovation and market expansion to enhance its industry influence and consolidate its market position [2] - Efforts are being made to reduce costs, optimize resource allocation, and improve operational quality to achieve better performance [3]

新茶饮正在全面步入"健康升级时代"。近日，沪上阿姨即将在5月20日推出五款全新升级的"超级果蔬茶 系列"，在膳食纤维含量上为消费者做"加法"。 同一时间，沪上阿姨还发布了《中国现制茶饮膳食营养升级白皮书》（以下简称《白皮书》），《白皮 书》是由权威机构中营惠营养健康研究院编撰、中国营养学会的营养健康研究院指导，通过科学全面的 阐述合理膳食和膳食营养平衡对人体生长、免疫和健康的重要性，结合消费者日益升级和个性化的健康 茶饮新需求，提出"每日健康+"全新理念，倡导面对不断升级的健康茶饮需求，以及行业出现的产品结 构高度趋同，营销手段陷入"品牌联名+价格战"循环等问题，通过产品创新、完善产业链标准，推动行 业健康可持续发展。可以看到，新茶饮行业从早前的"卷价格"开始"卷健康"，茶饮品牌将更多注意力回 归到产品创新研发的本质上，重塑行业价值。 升级果蔬茶产品每瓶膳食纤维超5g 据了解，沪上阿姨此次焕新升级果蔬茶系列推出的产品包括羽衣火龙果高纤瓶、羽衣甘蓝纤体瓶、暗夜 玫瑰发光瓶、苦瓜不苦去火瓶、芭乐树番茄发光瓶这五款产品，每瓶膳食纤维均超5g，可以满足成人每 日所需20%-35%的膳食纤维。 在新茶饮行业深耕12年的 ...

洽洽食品分析师会议 调研日期：2025年05月16日 调研行业：食品饮料 参与调研的机构：东兴证券、中信证券、天风证券、国盛证劵、 国海证券等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 调研基本情况 调研对象：洽洽食品 所属行业：食品饮料 接待时间：2025-05-16 上市公司接待人员：董事长 ...

□ 本报记者 杨民仆 5月18日是国际博物馆日。在"让文物活起来"的热潮中，博物馆文创不断推陈出新，冰箱贴也意外"出 圈"。别出心裁的设计不仅将历史文化融入日常生活，也展现出巨大的商业潜力。冰箱贴为什么成为文 创"顶流"？又为文创产业带来哪些启示？ 成功"吸粉"无数，市场销售火爆 "目前常州博物馆共有各类文创商品2000多款，2024年10月1日，'国风超有戏'文物复刻立体冰箱贴系列 上线后，凭借创新的交互设计和文化叙事，半年销售近1.5万个，销售额突破61.1万元，成为常州博物馆 现象级文化消费产品。"该馆文创部负责人左佳佳告诉记者。 据介绍，"国风超有戏"以"南宋朱漆戗金莲瓣式人物花卉纹奁""越窑青釉刻花卷草纹镂空香熏""南宋银 鎏金水仙花台盏"等馆藏6件珍贵文物为设计原型，通过精巧的立体设计与细腻的工艺复刻，将文物中的 经典元素转化为兼具艺术性与实用性的文创产品。设计团队融入换色、组合等创新玩法，让庄重的文物 变得鲜活灵动，拉近历史与现代距离。同时，常博推出AR互动冰箱贴，消费者扫描二维码，即可"激 活"《东坡舣舟亭图卷》等古画，使其从平面变为动态影像，备受市场追捧。 "冰箱贴走红并非偶然，每个因素都如 ...

Core Insights - The overall consumer market in Chongqing is under pressure in 2024, yet listed companies in the consumer sector have shown resilience through product innovation, channel transformation, and brand upgrades, achieving stable performance [1] - The five listed companies in Chongqing, including Youyou Foods, Chongqing Department Store, Chongqing Beer, Fuling Zhacai, and Baiya Co., collectively generated revenue of 38.607 billion yuan and net profit of 3.674 billion yuan in 2024, maintaining performance levels compared to the previous year [1] - Looking ahead to 2025, these companies are expected to continue leading in high-quality development through a "product + channel + brand" strategy as consumer scenarios recover and industry upgrades progress [1] Company Performance - Chongqing Department Store, a leading retail company, reported a revenue of 17.139 billion yuan in 2024, a decrease of 9.75%, while net profit increased by 0.46% to 1.315 billion yuan [2] - Youyou Foods achieved a revenue of 1.182 billion yuan and a net profit of 157 million yuan in 2024, marking increases of 22.37% and 35.44% respectively, driven by channel structure changes [3] - Baiya Co. reported a revenue of 3.254 billion yuan and a net profit of 288 million yuan in 2024, with growth rates of 51.77% and 20.74% respectively, supported by the high-end product strategy [4] Market Trends - The Chongqing consumer sector is characterized by accelerated product innovation, deepened channel transformation, and normalized ESG practices among companies like Chongqing Beer and Baiya Co. [6] - The beer industry in China has entered a "stock market" phase, with a 30% decline in total production since its peak in 2013, yet Chongqing Beer has maintained stable sales and profitability through product and marketing innovations [6][7] - Chongqing Beer reported a revenue of 14.645 billion yuan in 2024, a slight decrease of 1.15%, while its net profit decreased by 7.03% to 1.222 billion yuan [6][7] Innovation and Strategy - Companies are focusing on product innovation and channel expansion as core drivers, with Youyou Foods launching six new products and enhancing its product matrix to meet market demands [9] - Baiya Co. is optimizing its marketing system and expanding its e-commerce channels, achieving a 103.8% increase in online revenue in 2024 [4] - Chongqing Beer is accelerating product innovation, launching multiple new products and packaging to cater to diverse consumer needs, while also expanding into the beverage market [8]

在鲜切食材方面，在牛肉价格持续走低的推动下，鲜切牛肉火锅迅速崛起。然而，进入今年3月后，受 国际关税政策调整影响，牛肉进口量与价格波动较大。农业农村部数据显示，今年4月中旬，牛肉批发 价已上涨至61.53元/公斤，较2025年2月底上涨了7.3个百分点。不少火锅品牌开始寻找价格更稳定的鲜 切食材，鲜切鸡成为新选择，市场上出现一批主打鲜切鸡肉的火锅品牌。 全国火锅市场规模去年达6175亿元 同比增长5.6% 火锅行业创新步伐加速迈进 海底捞推出了海鲜粥锅底等特色新品，广顺兴上新了顺德干蒸菜等系列新品，湊湊火锅推出了茶香锅 底……近期，各大火锅品牌紧跟市场热点与趋势，加快了产品上新节奏。日前，红餐产业研究院发布的 《火锅上新趋势洞察报告2025》（以下简称《报告》）显示，火锅市场已步入存量竞争阶段，品牌为提 升竞争力，在产品创新上持续发力，从食材选择到锅底口味，再到"火锅+"模式，都呈现出全新的趋 势。这些变化不仅反映了消费者需求的转变，也预示着火锅行业未来的发展方向。 火锅市场步入存量时代 《报告》指出，近年来，随着入局者不断增多，火锅赛道开始步入存量竞争阶段。去年全国火锅市场规 模达到6175亿元，同比增长5 ...

面对着人口老龄化的趋势，洽洽食品副董事长陈奇表示，公司的产品研发也考虑了人口老龄化，比如坚 果粉、低GI坚果、坚果脆片等产品。未来公司会针对老龄化问题，研发出专门的深加工产品，健康化 是公司未来研发方向之一。 陈奇称，公司一直关注线下零售渠道的变化，公司现在和经销商合作也是看其自身是否能适应这个变 化，公司希望每一个价值链中间都能获得合理的利润。目前KA渠道直营是一个趋势，公司会积极拥 抱，和经销商一起探讨出合适的合作模式。公司春训时，提到了两个字，一个是醒、一个是变，公司每 一次的双位数的增长都伴随着一个新的大单品系列的出现，未来公司的发展还是要靠产品创新和产品 力。(齐和宁) 日前，洽洽食品（002557）召开年度股东大会，公司董事长、总经理陈先保在回答投资者提问时表示， 公司中短期策略还是聚焦在坚果、瓜子，第三大品类在孵化中，比如花生果，市场容量较大，目前没有 一个市占率很高的大品牌，未来公司希望做到这个细分品类的数一数二。另外，公司的鲜切薯条上市一 年不到收入已达几千万元。对于魔芋制品，公司先在海外试销，公司的品牌和渠道在海外有一定的优 势。公司海外发展的策略是一国一策，不断推进海外渠道和新品的拓展。 ...

Core Insights - The article highlights the transformation of Chinese brands from "manufacturing" to "branding," showcasing their increasing competitiveness in the global market through innovation and cultural outreach [1][2][3] Group 1: Trade and Economic Performance - In 2024, China's total goods trade export value is projected to reach 25.45 trillion yuan, reflecting a year-on-year growth of 7.1% [1] - The structure of export products is continuously optimizing, with high-tech products showing strong growth and self-owned brands achieving record-high exports [1] Group 2: Innovation and Market Position - The global success of the Insta360X5 camera exemplifies how Chinese tech companies leverage innovation to meet market demand, maintaining a leading market share of 81.7% in the panoramic camera segment by 2024 [2] - Companies like Insta360, DJI, and Roborock are creating technological moats by deeply focusing on niche markets and gradually expanding into related fields like AI gimbals and video conferencing equipment [2] Group 3: Cultural Expansion and Brand Development - New consumer brands are leading the "IP going global" trend, with companies like Pop Mart and Nezha showcasing a shift from product export to cultural export [2][3] - Pop Mart has focused on overseas markets since 2022, employing strategies like offline store expansion and localized design to attract global fans, achieving significant success in markets like Thailand [3] - The emotional resonance of IP is crucial for cultural export, as demonstrated by Pop Mart's LABUBU brand gaining popularity and recognition in international markets [3]

| | 模式。公司春训时，提到了两个字，一个是醒、一个是变，公司每一次的双位 | | --- | --- | | | 数的增长都伴随着一个新的大单品系列的出现，未来公司的发展还是要靠产品 | | | 创新和产品力。 | | | 九、公司有没有考虑随着人口老龄化，怎么做出更合适的单品？ | | | 回答：公司的产品研发也考虑了人口老龄化，比如坚果粉产品等，未来公司会 | | | 针对老龄化问题，研发出专门的深加工产品。公司也针对有控糖需求的人群， | | | 推出低 GI 坚果等产品，健康化是公司未来研发方向之一。 | | 关于本次活动是 | | | 否涉及应披露重 | 本次活动不涉及未公开披露的重大信息。 | | 大信息的说明 | | | 附件清单 | 参与机构单位名称及人员姓名 | | （如有） | | | 日期 | 2025 年 5 月 16 日 | 附件： 参与机构单位名称及人员姓名： | 序号 | 机构名称 | 姓名 | 序号 | 机构名称 | 姓名 | | --- | --- | --- | --- | --- | --- | | 1 | 东兴证券 | 孟斯硕 | 10 | 东方财富证券 | 孙颖 ...