2025 年大杯什锦果冻品牌推荐 果冻新势力崛起， Z 世代甜品自由催生行业新变局 | 目录 | | --- | | 一、 | 市场背景 | 3 | | --- | --- | --- | | 1.1 | 摘要 | 3 | | 1.2 | 大杯什锦果冻定义 | 3 | | 1.3 | 市场演变 | 3 | | 二、 | 市场现状 | 3 | | 2.1 | 市场规模 | 3 | | 2.2 | 市场供需 | 4 | | 三、 | 市场竞争 | 4 | | 3.1 | 市场评估维度 | 4 | | 3.2 | 市场竞争格局 | 5 | | 3.3 | 十大品牌推荐 | 5 | | 四、 | 发展趋势 | 7 | | 4.1 | 健康化革新成消费新宠 | 7 | | 4.2 | 个性化与高端化引领潮流 | 7 | | 4.3 | 竞争格局变革催生新机遇 | 7 | 2025 年大杯什锦果冻品牌推荐 一、 市场背景 1.1 摘要 中国大杯什锦果冻行业近年来发展迅速，在休闲食品市场中占据了一定份额。其凭借 丰富多样的口味、独特的口感和大容量包装，满足了消费者在不同场景下的食用需 求，受到众多消费者尤其是年轻群体的喜爱 ...

洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下 蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的延伸阅读。 作者：儒风君 来源： 儒风大家 （ID: rufengdajia） 人生最贵的，反而是当下免费的拥有。 ♬ 点上方播放按钮可收听 洞见主播楚翘朗读音频 诗人杨万里说："人生须富贵，此辈亦生涯。" 于人间繁华中，追寻富贵名利，是必经的旅程。 可当到了一定年纪，事业稍有成就，钱财亦有富余。 此时此刻，才深刻懂得： 人活着，最贵的并非得到多少物质荣誉，而是拥有以下这6种免费的东西。 等身体慢慢走下坡路，小病大痛找上门来，再后悔也于事无补。 即使花大价钱，吃进口药，住单人床，疾病的痛苦始终如影随形。 健康，才是人生最大的资本和最贵的本钱。 有了健康，哪怕当下过得不尽如人意，也能努力东山再起。 最贵的本钱，是健康。 哲人叔本华说过一句话： "人类所能犯的最大错误，就是拿健康来换取其他身外之物。" 曾几何时，年轻力壮，以为疾病和死亡只会光顾别人。 为了碎银几两，拼命加班，奔波忙碌，不惜透支身体。 为了娱乐享受，昼夜颠倒，酩酊大醉，不顾家人担忧 ...

Core Viewpoint - The Beijing Municipal Government has issued the "Beijing Special Action Plan for Deepening Reform and Boosting Consumption," which includes 24 measures aimed at enhancing consumption quality and optimizing the consumption environment, with a target of achieving an average annual growth of around 5% in total market consumption by 2030 [1] Group 1: Housing Consumption Policies - The plan introduces a new policy allowing individuals to withdraw housing provident fund for down payments while simultaneously applying for housing loans, which is expected to lower the threshold for home purchases and alleviate financial pressure on buyers [2] - The proposed "mortgage transfer" policy aims to simplify the second-hand housing transaction process, reducing transaction time and costs, thereby increasing market liquidity [2][3] Group 2: Automotive Consumption Policies - The action plan emphasizes the need to optimize small car indicator allocation to better meet family vehicle needs and expand the automotive aftermarket, including modifications and rentals [4] - The current situation shows a significant competition for car purchase indicators, with a probability of winning for families at approximately 1% and for individuals at 0.1%, highlighting the need for policy reform [4] Group 3: Service Consumption Enhancement - The plan aims to leverage cultural resources to enhance service consumption, supporting new business models such as online performances and live auctions, which are expected to enrich entertainment consumption [5] - The initiative also focuses on developing health and domestic services, encouraging internet platforms to facilitate better supply-demand matching [5] Group 4: Income Growth Initiatives - The action plan outlines measures to promote reasonable growth in wage income, including adjustments to the minimum wage standards, which currently stand at 2420 yuan per month [6] - The plan also aims to broaden channels for property income and enhance financial services for the elderly, indicating a comprehensive approach to improving residents' financial well-being [6]

文丨刘信凤 公司3项医疗器械注册证延续情况 图源：公司公告 中红医疗称，上述医疗器械注册证有效期的延长，延续了公司及子公司在一次性使用无菌护理包、一次 性使用无菌注射器（带针）、医用敷贴领域的产品品类，能够保证原有产品的持续销售，并将进一步增 强公司及子公司的综合竞争力，不断满足多元化的市场需求，有利于进一步提高市场拓展能力。 不过，上述产品实际销售情况取决于未来市场的推广效果，产品销售及利润贡献具有不确定性，目前尚 无法预测上述产品对公司未来业绩的影响，敬请投资者注意防范投资风险。 中红医疗拟收购并增资东南亚SEA3公司 此前，中红医疗发布了《关于对外投资收购股权并增资的公告》。 公告显示，为贯彻落实公司战略规划，拓展海外业务空间，提高公司综合竞争实力，同意子公司中红国 际（香港）商贸有限公司（以下简称"中红香港"，公司全资子公司）与桂林恒保防护国际有限公司（以 下简称"恒保国际"，由公司持股70%的控股子公司桂林恒保健康防护有限公司全资持有）签署股份买卖 协议和股东协议，以自有资金合计6.97元（人民币，下同）现金收购东南亚SEA3公司合计75%股权。其 中，中红香港受让52.50%股权，恒保国际受让22 ...

Group 1 - The event "Bay Innovation Future, Gathering Talents in Guangdong-Hong Kong-Macao" successfully concluded, featuring 27 promotional activities across 12 cities, attracting over 1,500 participants [2][3] - The activities aimed to connect mainland entrepreneurs with resources in the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing collaboration and innovation [3][7] - The competition focuses on five key sectors: artificial intelligence and robotics, integrated circuits and low-altitude economy, medical health and biomanufacturing, food technology and modern agriculture, and modern services and cultural creativity [8] Group 2 - The competition includes three stages: preliminary, semi-final, and national final, with the preliminary round conducted through written reviews and the latter stages through live presentations [8] - Participants can win up to 500,000 yuan in funding, along with various support services such as brand empowerment, resource connection, talent services, and entrepreneurial subsidies [8] - The event aims to foster a supportive entrepreneurial environment and facilitate deep exchanges and cooperation between mainland and Hong Kong-Macao youth [8]

近期，全国多地持续高温，局部地区气温逼近40℃，空调、风扇、制冰产品等清凉家电销量大幅增长。 在苏宁易购Suning Max、Suning Pro等门店，搭载了黑科技、健康智能、绿色节能的新趋势清凉家电成 为消费者选购新宠。 苏宁易购相关负责人介绍，消费者对空调等清凉家电的需求正从"单纯制冷"向"健康节能"升级。6月下 旬以来，新一级能效空调销售同比增长82%，新风空调销售同比增长116％。在南京新街口Suning Max 店，消费者胡女士带母亲换新空调，"家里老空调好多年了，妈妈说吹得不舒服，带她来换一台无风感 空调。"母亲对此很满意，"新空调还是新一级能效的，一天能省好几度电！" 另一方面，"智能"也是消费者选购空调的重要考量因素。在成都天府立交Suning Max店，吴先生为新家 选购了一台法迪欧狮子座空调，该款空调支持语音控制与APP远程预约，"在下班路上能提前打开空 调，到家就能享受清凉！"据介绍，5000元以上价位段的空调产品中，带有AI等智能功能的机型销量占 比达62％。苏宁易购清凉节期间，门店还陆续上新能感知环境智能控温的AI空调、无外机的嵌入式厨 房空调、适应67℃以上高温的耐热空调等数十款 ...

随着越来越多的新能源汽车进入二手车市场以及陆续脱离8年质保期，由动力电池老龄化引发的消费焦虑也在与日俱增。为此，一些保险公司、行业 企业试图通过业务和产品创新，来破解消费者关于动力电池寿命的焦虑。 今年1月，金融监管总局、工信部等4部门出台《关于深化改革加强监管促进新能源车险高质量发展的指导意见》提出，支持保险行业围绕新能源汽车 商业车险保障需求，创新优化新能源车险供给。 其实去年12月，人保财险四川省分公司和宁德时代合作，在四川落地了首单"新能源汽车动力电池容量保障保险"，对二手新能源汽车的动力电池进行 保障。当动力电池在约定的保险期限或行驶公里数内，达到约定的衰减率时，保险公司将对动力电池进行更换或维修。 电池衰减险方兴未艾 近年来，新能源汽车产业蓬勃发展，市场前景一片向好。受此影响，新能源二手车市场也迎来快速增长期，今年前5个月新能源二手车交易量突破50 万辆，但与此同时面临的严峻挑战却不容忽视，特别是动力电池保障困境成为行业发展的"绊脚石"。目前，主流车企提供整车或三电质保，大多仅适用于 首任车主，一旦车辆过户后超出质保期，动力电池健康保障便处于"裸奔"状态。这种状况不仅让消费者在选购新能源二手车时顾 ...

云南白药集团股份有限公司 2、药品事业群 2024 年经营情况如何？ 答：2024 年药品事业群主营业务收入 69.24 亿元，同比增长 11.8%， 单品销售过亿产品达 10 个。核心系列产品中，云南白药气雾剂销售 收入突破 21 亿元，同比增长超 26%；云南白药膏、云南白药胶囊、 云南白药创可贴、云南白药（散剂）均在上年销售收入基础上，实现 显著增长。其他品牌中药类产品增长亮眼，蒲地蓝消炎片销售收入近 2 亿元，同比大幅增长超 22%，血塞通胶囊、小儿宝泰康颗粒、参苓 健脾胃颗粒产品收入均破亿。植物补益类产品，气血康口服液销售收 入继续保持增长态势，同口径下同比增长约 14%。 投资者调研会议记录 时间：2025 年 7 月 9 日 地点：集团总部办公大楼 召开方式：现场调研 投资者：平安基金-王华、丁琳，信达证券-章钟涛、王留阳 参加人员：投资者关系管理-张昱、杨可欣 会议内容 1、请问公司 2025 年一季度业绩情况如何？ 答：2025 年第一季度，公司实现营业收入 108.41 亿元，同比增 长 0.62%；归母净利润 19.35 亿元，同比增长 13.67%；扣非归母净利 润 18.87 亿元， ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - The company is expected to achieve a net profit of 368-388 million yuan in H1 2025, representing a year-on-year increase of 24%-31% [1] - The strategic upgrade towards a consumer-oriented approach is expected to enhance the company's market position and product competitiveness [3] - The company has adjusted its profit forecasts for 2025 and 2026 downwards due to uncertainties in product volume post-hospital procurement [4] Summary by Sections Financial Performance - For H1 2025, the company anticipates a net profit of 368-388 million yuan, with a growth rate of 25%-32% for the non-recurring net profit [1] - The operating cash flow is projected to be between 270-290 million yuan, reflecting a year-on-year increase of 25%-35% [1] - In Q2 2025, the expected net profit is between 187-207 million yuan, with a year-on-year growth of 21%-34% [1] Revenue and Profitability - The core products are experiencing steady growth, with sales of specific products like Wuling Capsules and Lingze Tablets continuing to perform well [2] - The overall revenue growth in Q2 2025 is estimated at 3%, attributed to a decline in traditional Chinese medicine sales [2] - The net profit margin for H1 2025 is expected to increase by 2.3-3.5 percentage points due to a shift in revenue structure and cost control measures [2] Strategic Initiatives - The company has launched a strategic upgrade termed "一路向 C" (Towards C), focusing on optimizing OTC business and developing innovative health products [3] - A strategic partnership with Zhejiang University aims to leverage AI technology for developing health management products, enhancing the company's technological edge [3] Earnings Forecast and Valuation - The profit forecasts for 2025 and 2026 have been adjusted to 655 million yuan and 836 million yuan respectively, reflecting a decrease of 4.8% and 5.6% from previous estimates [4] - The projected P/E ratios for the upcoming years are 20, 16, and 12 for 2025, 2026, and 2027 respectively [4]

Core Viewpoint - The article emphasizes the importance of eye care for children during the summer vacation, highlighting the risks of increased screen time and irregular routines that can lead to vision deterioration. It advocates for regular eye check-ups and preventive measures to maintain children's vision health [1][4]. Group 1: Vision Health Statistics - In 2022, the overall myopia rate among children and adolescents in China was reported at 51.9%. Despite a downward trend in myopia rates, early onset and high prevalence remain significant challenges [1]. - The concept of "vision savings" is introduced, where the reserve of hyperopia (farsightedness) serves as a buffer against developing myopia [2]. Group 2: Importance of Regular Eye Check-ups - Regular professional eye examinations are crucial for establishing visual health records, which include key indicators such as hyperopia reserve, myopia degree, and axial length [4]. - A low hyperopia reserve relative to age norms indicates an increased risk of myopia, even if the child's vision appears normal [4]. Group 3: Preventive Measures for Eye Health - Four key strategies are recommended for parents to help children maintain clear vision and slow the progression of myopia: 1. Balance study and rest, maintain proper reading posture, and improve lighting conditions. 2. Follow the "20-20-20" rule to reduce eye strain. 3. Engage in outdoor activities for at least 2 hours daily, totaling 14 hours weekly, as outdoor light exposure is critical for myopia prevention. 4. Ensure a balanced diet and adequate sleep, which are essential for children's growth and eye health [6]. Group 4: Standards for Lighting Conditions - The National Health Commission's "Myopia Prevention and Control Guidelines (2024 Edition)" specifies that reading and writing should occur in well-lit environments, with a minimum average illuminance of 300 lux [8]. Group 5: Caution Against Misleading Products - There is a growing concern regarding products claiming to reverse myopia, which are often misleading. True myopia is currently considered irreversible by experts [9]. - Since 2021, the State Administration for Market Regulation has been addressing misleading advertising related to myopia prevention products, emphasizing that myopia cannot be cured under current medical conditions [9].