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《营养大真探》之零食挑选攻略:从读懂两个“表”开始
新华网财经· 2025-06-18 06:57
Core Viewpoint - The article emphasizes the evolving consumer preferences in China towards healthier and more transparent snack options, driven by the "Healthy China 2030" strategy, highlighting the importance of ingredient selection and nutritional awareness in snack consumption [1][2]. Group 1: Consumer Trends - Chinese consumers are increasingly seeking snacks that not only taste good but also align with their health-conscious lifestyles, reflecting a desire for "happiness on the plate" [1]. - The notion that snacks are not inherently bad is supported by experts, who advocate for selective and moderate consumption of snacks made from simple, high-quality ingredients [1][2]. Group 2: Nutritional Awareness - The article discusses the significance of reading ingredient lists and nutritional information, particularly the Nutrient Reference Value (NRV%), which indicates the percentage of daily nutrient needs met by a serving [2]. - Consumers are encouraged to focus on the first few ingredients in the list to assess the quality of the snack, particularly regarding sugar content [1][2]. Group 3: Product Examples - The article highlights the example of Lay's Fresh Baked Naked Rice Cake, which features a clean ingredient list with no added sugars or artificial additives, showcasing a commitment to quality and consumer preferences [3][5]. - The nutritional profile of the Lay's product is favorable, with zero trans fats and a low calorie count, making it suitable for health-conscious consumers [5][6]. - The introduction of new flavors, such as the Milk Naked Rice Cake, reflects the brand's innovation in meeting the demands of families and enhancing the overall snack experience [6].
溜溜梅梅冻送上美味新体验,电解质酸梅汤梅冻成夏日新宠
Zhong Guo Shi Pin Wang· 2025-05-23 14:38
Core Viewpoint - Lulumei, a leading company in the fruit snack industry, has launched a series of innovative summer products, including electrolyte-infused frozen snacks, at the "Lulumei Global Good Goods Launch Conference" and SIAL International Food Exhibition, showcasing its commitment to market trends and consumer needs [1][3]. Product Innovation - The new products reflect Lulumei's deep understanding of market trends and consumer demands, particularly the electrolyte-infused sour plum soup jelly, which was developed in response to consumer requests for a portable version of traditional sour plum soup [3][5]. - The electrolyte sour plum soup jelly is inspired by traditional Chinese medicine and incorporates eight herbal ingredients, including black plum and hawthorn, enhancing its flavor and health benefits with ≥360mg of electrolytes to help consumers maintain hydration during hot summer days [3][5]. Convenience and Accessibility - Lulumei's electrolyte sour plum soup jelly is designed for convenience, allowing consumers to enjoy it anywhere, whether at work, during outdoor activities, or while traveling, thus promoting "freedom from heat" [5]. - The electrolyte ice slush jelly, a global first from Lulumei, combines fresh fruit juice with potassium and sodium minerals, catering to summer activities and providing a refreshing and healthy experience [7]. Additional Offerings - Lulumei has also introduced lychee sea salt lime jelly and pineapple yellow skin lemon jelly, featuring seasonal fruits and added minerals for hydration, further enhancing the summer product lineup [10].
来伊份: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-15 08:15
Core Viewpoint - Shanghai Laiyifen Co., Ltd. is actively adapting to market changes and focusing on strategic optimization to enhance its operational efficiency and market presence in the competitive snack food industry. Group 1: Business Performance and Strategy - The company reported a total of 30,85 stores by the end of 2024, a decrease of 16.28% year-on-year, with 1,485 direct-operated stores and 1,600 franchised stores, indicating a shift towards a franchise model [7][8]. - The company aims to deepen its "Wanjia Denghuo" strategy by optimizing store profitability and expanding brand recognition through franchise promotions [7][8]. - The core area of Shanghai saw a 21.6% increase in performance compared to the previous year, highlighting the success of the company's distribution business [8]. Group 2: Product and Quality Management - The company has launched over 800 products with traceability codes for more than 700 items, achieving a warehouse inspection pass rate of 99.10% and a third-party inspection pass rate of 99.67% [10]. - Laiyifen emphasizes food safety and quality, aiming to provide high-quality, cost-effective snacks through a well-managed supply chain [10][11]. Group 3: Marketing and Brand Development - The company has adopted a health-oriented marketing strategy, promoting low-sugar, low-fat, and low-calorie snacks, and has been recognized as a leader in the healthy snack market [12]. - Laiyifen has engaged in cross-industry collaborations, such as partnerships with popular mobile games and artists, to enhance brand visibility and appeal to younger consumers [12][19]. Group 4: Digital Transformation and Management - The company is implementing a CRM management system in collaboration with Tencent to enhance digital marketing capabilities and improve store performance [15]. - Laiyifen is focusing on lean management practices to optimize organizational efficiency and align employee incentives with business performance [15][20]. Group 5: Future Plans and Goals - The company plans to continue expanding its store network while enhancing its product offerings to meet diverse consumer needs, particularly in the health snack segment [18][19]. - Laiyifen aims to strengthen its capital operation platform to support sustainable growth and enhance shareholder value [20].
“零食之王”,变了
FBIF食品饮料创新· 2025-05-15 00:26
以下文章来源于有意思报告 ,作者JeanW 有意思报告 . 有意思报告,报告有意思!《中国新闻周刊》旗下生活方式新媒体 来源:有意思报告(ID:youyisi_cn) 作者:JeanW 编辑:余源 在无数个做题发疯、熬夜追剧的夜晚,年轻人抱着魔芋零食,一口一袋。不知不觉,20袋已下肚,减肥 的flag早已抛在脑后。 近几年,魔芋成为新晋的"零食大王"。素肚片、蒟蒻果冻、魔芋爽等制品应运而生,哪怕是在饮品界, 魔芋也凭着魔芋晶球、魔芋冻粉等小料闯了进去。 2024年,魔芋俨然成为休闲零食中最亮眼的存在,甚至反超"大哥"辣条,成为卫龙的顶梁柱。根据卫 龙美味2024年年报,其调味面制品(即辣条)的年度收入占比下滑至42.6%,首次被占比为53.8%的 蔬菜制品(即魔芋)超过。 靠魔芋狠赚一笔的不止卫龙,盐津铺子、劲仔、百草味、良品铺子、来伊份等品牌都纷纷加入魔芋赛 道,推出了自己的明星产品。 图片来源:微博@卫龙美味 年轻人为何爱魔芋?这个地域食物是怎么火起来的? 从"胶水块"变身零食新宠 年轻人有多爱魔芋零食?单是小红书上, #魔芋爽就有近4亿热度 。 当代零食爱好者,尤其是减脂门徒们,很难不为魔芋动心。素毛肚 ...
健康 + 趋势的双重破圈密码,百草味“俘获”年轻味蕾
Sou Hu Wang· 2025-05-13 08:50
Group 1 - The core strategy of the company is to focus on health-oriented products that resonate with the consumption concepts of young consumers, leading to successful product innovations and market recognition [1][2] - The company emphasizes a minimalist and healthy ingredient philosophy, avoiding unnecessary additives and using pure ingredient combinations to create nutritious and delicious snacks [2][3] - The company has adopted advanced low-temperature baking technology to preserve the nutritional value of nuts while enhancing their crispiness, and unique natural drying techniques for fruit products to retain their natural flavors and nutrients [2][3] Group 2 - The company has effectively identified and responded to emerging consumer demands, particularly the growing concern for gut health among consumers, exemplified by the popularity of its prunes product line [3][5] - The prunes are sourced from high-quality regions in California, ensuring optimal taste and texture, and the company has implemented a dual pit removal technology to enhance the consumer experience [5] - The company's strategic alignment with market demands has allowed it to maintain a leading position in the snack market while providing valuable insights for the industry to explore diverse development paths amid consumption upgrades [6]
“溜溜梅”要IPO了
投中网· 2025-05-01 06:35
Core Viewpoint - Liu Liu Mei, a leading brand in the Chinese fruit snack industry, is preparing for a secondary IPO with a pre-IPO valuation exceeding 2.2 billion yuan, driven by its strong market position and innovative product strategies [2][12]. Company Background - Founded by Yang Fan, Liu Liu Mei has evolved from a small workshop to a major player in the fruit snack market, achieving annual sales of 2 billion green plums [2][4]. - Yang Fan's entrepreneurial journey began at the age of 19, leading to the establishment of Liu Liu Mei in 2006 after identifying a gap in the domestic market for processed green plum products [5][6]. Product Development and Market Position - Liu Liu Mei has maintained its position as the top brand in the Chinese fruit snack sector, with a market share of 4.9% in fruit snacks, 45.7% in natural jelly, and 7% in plum products as of 2024 [6]. - The company has diversified its product line, introducing the "Mei Dong" sub-brand, which generated 410 million yuan in revenue in 2024, accounting for 25.4% of total revenue [5][8]. Financial Performance - Liu Liu Mei's revenue grew from 1.174 billion yuan in 2022 to 1.616 billion yuan in 2024, with a compound annual growth rate of 17.2%, while net profit increased by 117.6% during the same period [8]. - The core product, dried plums, continues to contribute over 60% of total revenue, with the "Mei Dong" product line showing significant growth potential [8][9]. Capital and Investment - Liu Liu Mei has completed four rounds of financing, with notable investments from Sequoia China, which initially invested 135 million yuan in 2015 [11][12]. - The latest round of financing in June 2024, prior to the IPO, involved investments from Huazhang Fund and Xingnong Fund, raising the company's valuation to approximately 2.2 billion yuan [12]. Competitive Landscape - The company faces intense competition from major players like Three Squirrels and Good Products, which are expanding their product lines to include plum snacks [13]. - Liu Liu Mei's strategy includes high-end branding and market penetration through collaborations with retailers like Sam's Club and Hema, as well as leveraging social media for direct consumer engagement [9][13]. Future Strategy - The company plans to invest 500 million yuan to expand its production capacity for "Mei Dong," 300 million yuan for product development, and 200 million yuan to enter Southeast Asian markets [13]. - Liu Liu Mei aims to achieve 100% traceability in its green plum sourcing by 2027 as part of its ESG strategy [13].
增长动能强劲 劲仔食品一季度营收同比增长10.27%
劲仔深海鳀鱼是公司的王牌产品,连续8年稳居鱼类零食品类第一,在市场有较高知名度,其原料鳀鱼 是一种生活在深海海域的小型经济鱼种,也是深海鱼油的主要原料之一,本身富含蛋白质和不饱和脂肪 酸。在公司近期披露的年报显示,该产品营收同比增长约19%。而今年一季度,该产品仍然延续稳健增 长,同时"劲仔"品牌上榜工信部发布的"首批中国消费名品名单",成为湖南唯一上榜的零食品牌。 保持战略定力不动摇,打造"差异化"竞争优势 4月28日晚,劲仔食品(003000)发布2025年一季度报告。公司一季度实现营收5.95亿元,同比增长 10.27%;实现净利润6754.82万元,扣非净利润5336.63万元。 公司表示,受春节错期和高基数影响,营收保持稳健增长,增量主要为休闲鱼制品和豆制品,利润主要 受到销售费用、财务费用等因素影响,略有下滑。值得关注的是,公司持续加大研发投入,一季度研发 费用同比增长19.56%,并有重磅新品蓄势待发。 根据公告,劲仔食品将于4月30日按照每10股派发现金红利3元,将派发现金1.34亿元。至此,公司自上 市以来累计分红5.92亿元,分红金额是IPO募资净额的3.7倍。 夯实鱼类零食龙头地位,团队 ...
第一创业晨会纪要-20250423
Group 1: Advanced Manufacturing Sector - The report highlights that Platinum Technology announced its 2024 annual report and Q1 2025 report, with total revenue of 1.663 billion yuan in 2024, a year-on-year increase of 43.5%, and a net profit attributable to shareholders of 376 million yuan, up 46.9% year-on-year [2] - In Q1 2025, the company achieved revenue of 383 million yuan, a year-on-year growth of 14.4%, with a net profit of 73.76 million yuan, reflecting a 3.1% increase year-on-year [2] - The demand for metal soft magnetic powder cores is primarily driven by the photovoltaic and new energy vehicle sectors, with stable growth expected [2] Group 2: Automotive Sector - Bertley reported a revenue of 9.94 billion yuan in 2024, representing a year-on-year growth of 33%, with a gross margin of 21.14%, a slight decrease of 0.74 percentage points [3] - The net profit attributable to shareholders reached 1.21 billion yuan, marking a year-on-year increase of 35.6%, driven by the rising demand from new energy customers [3] - The report anticipates continued strong performance in Q1 2025 due to over 30% year-on-year growth in domestic new energy vehicle sales [3] Group 3: Consumer Sector - Yanjinpuzi disclosed a revenue of 5.3 billion yuan for 2024, a year-on-year increase of 28.9%, with a net profit of 640 million yuan, up 26.5% year-on-year [5] - In Q1 2025, the company achieved revenue of 1.54 billion yuan, a year-on-year growth of 25.7%, with a net profit of 180 million yuan, reflecting an 11.6% increase year-on-year [5] - The growth is primarily driven by the rapid expansion of konjac products, which are in high demand as healthy snacks [5]
深耕健康零食赛道,劲仔食品2024年净利增长近四成
Jing Ji Wang· 2025-04-21 10:30
Core Insights - The company aims to establish a professional brand image centered around a big product model, focusing on high-quality protein categories such as leisure fish products, poultry products, and bean products [1] - In 2024, the company achieved a revenue of 2.412 billion yuan, a year-on-year increase of 16.79%, and a net profit attributable to shareholders of 291 million yuan, up 39.01% [1] - The company launched innovative products such as nitrogen-packed deep-sea fish rich in DHA and zero-additive products, seeking differentiated competition and leading category upgrades [1] Product Performance - Revenue from the core categories of fish products, poultry products, and bean products all saw growth in 2024, with the deep-sea fish product growing by 18.76% and exceeding 1.5 billion yuan in revenue [1] - The company plans to continue product innovation through the establishment of a food research institute, focusing on nutritional health and differentiated competitive products [2] Channel Development - In 2024, offline channel revenue grew by 23%, with a product gross margin increase of 3.1%, and the snack specialty channel became a new growth point [2] - The company partnered with over 100 snack systems, covering more than 35,000 terminals, resulting in a year-on-year revenue growth of over 100% [2] Shareholder Returns - The company proposed a cash dividend of 3.0 yuan per 10 shares for 2024, with a total cash dividend amounting to 179 million yuan, accounting for 61.46% of the net profit attributable to shareholders [2] - The company has maintained a high dividend payout ratio of over 60% in recent years and plans to continue this trend with a minimum of 20% dividend payout in the next three years [3]
“溜溜梅”之外,溜溜果园上市还有多少张牌?
导语: 休闲食品行业竞争激烈,公司面临来自全国性和地方休闲食品公司的竞争。 溜溜果园集团股份有限公司在港交所递交的招股书中透露,公司拟在香港联合交易所主板上市。此 次发行的股份数目、融资规模等具体细节暂未完全确定,不过招股书明确了中信证券(香港)有限 公司及国元融资(香港)有限公司为联席保荐人。 溜溜果园是中国果类零食的领军企业,在梅产品领域占据领导地位。公司秉持 "让世界共享'梅'好" 的使命,借助 "梅 +" 产品开发战略,构建了多元化的梅产品矩阵,涵盖梅干零食、西梅产品、梅冻 以及其他梅产品,如梅精软糖和梅茶茶汤等。 公司产品通过多元化销售渠道,包括线上线下平台,推向广大消费者。在原材料采购和生产环节, 公司建立了一体化供应链体系,从源头把控产品质量。 其次,公司自身竞争优势明显。品牌影响力强大,"溜溜梅" 品牌已成为梅产品的代名词;产品创新 能力突出,不断推出如梅冻、梅精软糖等新产品,满足消费者多样化需求;销售渠道多元化,线上 线下协同发展,有效触达各类消费者群体。 在商业模式上,公司采用多元化销售网络,结合直销与经销模式,线上运营旗舰店并与电商及直播 带货平台合作,线下与众多经销商合作,覆盖全国 3 ...