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方源资本收购吉香居92%股份,公司两度易主、四年IPO未果,调味品行业格局生变
Sou Hu Cai Jing· 2026-01-23 03:28
蓝鲸新闻1月23日讯(记者 代紫庭)北京市市场监督管理局官网一则看似程序性的经营者集中简易案件公示,揭开了2026年初中国调味品行业一 桩备受瞩目的资本交易。 针对此次引发外界广泛关注的股权变动及其可能带来的影响,蓝鲸新闻记者于1月22日联系到吉香居一位不愿具名的公司管理人员。该人士在回应 中表示:"目前公司经营一切正常,业务运作与产品供应未受此次股权变动影响。"他进一步强调,公司的日常运营、生产销售及市场策略仍在按 照既定规划和原有节奏稳步推进,整体团队稳定,未观察到市场端出现异常波动。 公开信息显示,方源资本成立于2007年,总部设在香港,是一家专注于中国市场的私募股权投资机构,历年来投资涉及消费、媒体、健康等板 块。 对于此次收购的战略逻辑,盘古智库高级研究员江翰向蓝鲸新闻记者分析指出,方源资本此次控股吉香居,是私募股权基金在食品消费细分赛道 中"投早投精、赋能整合"策略的典型体现。在高度分散、CR10普遍较低的酱腌菜行业中,吉香居虽非绝对巨头,却属于具备"可塑性"的优质标 的,这正契合PE机构通过资本注入、管理优化与资源整合,推动中小企业向行业整合者跃升的投资逻辑。 企业官网显示,吉香居这家成立于20 ...
有减有健 三个假期健康小妙招快快来收藏
Xin Lang Cai Jing· 2026-01-01 06:23
元旦至,新年到!愿大家岁岁常欢愉,年年皆胜意。新年健康新气象,不妨把 "三减三健" 的健康理念融入节日日常,让崭新的一年,以元气满满的姿态欣 然开篇! 美味不超标 节日餐桌最易陷入"高油高盐高糖"陷阱,掌握这几点轻松规避: 自己动手更安心:家庭聚餐优先自制,蒸、煮、炖、烤替代油炸,用葱姜蒜、八角等天然香料提味,少放酱油、味精和盐,每餐盐量控制在5克内;甜品、 含糖饮料按需制作,用水果、蜂蜜替代部分添加糖。 "三减"控饮食 聪明选餐不盲从:外出就餐时,主动要求"少盐少辣少放油",避开红烧、油焖、酱卤等重口味菜,多搭配清炒时蔬、清蒸鱼虾。 零食选对不踩雷:用新鲜水果、原味坚果(每日20~30克)替代糖果、薯片,既能解馋,又能补充维生素和膳食纤维。 "三健"强体魄 新年更有活力 健康不仅要"吃得对",更要"动得好、睡得香、护得巧": 健骨骼:趁着元旦好天气,组织家庭户外行——公园游园、郊外散步、短途骑行都不错,每天累计活动30分钟以上,促进骨骼健康,还能增进家人感情。 健口腔:节日期间零食、聚餐增多,别忘了早晚刷牙、饭后漱口,少吃甜食和酸性食物,避免口腔问题扫了节日兴。 健体重:聚餐时遵循"半饱不浪费"原则,拒绝暴 ...
雪天盐业发起“减盐不减味,守护健康中国味”专题行动
Core Insights - The 34th China Chef Festival and the 2025 China Culinary and Catering Expo were held in Suzhou, showcasing the international influence and innovative vitality of the Chinese catering industry [1] - The event attracted representatives from over 40 countries and nearly 1,000 enterprises, with more than 100,000 experts and attendees participating [1] Group 1: Health and Innovation - The festival focused on the trends of "healthy eating" and "smart cooking," with Snow Salt Industry Group launching the initiative "Reduce Salt Without Reducing Flavor" to promote healthy salt usage [3][4] - The initiative was supported by renowned chefs from the eight major Chinese cuisines, emphasizing a consensus on reducing salt at the source and using salt scientifically [3][5] Group 2: Product Development - Snow Salt Industry introduced various low-sodium products and salt packages tailored for different seasons, demographics, and scenarios, providing practical support for families, restaurants, and the food industry [3][4] - The launch of the AI smart tool "Salt Awareness" allowed guests to receive personalized salt reduction plans and dietary suggestions through a QR code scan [3] Group 3: Industry Collaboration - The event served as a platform for collaboration between industry associations, leading state-owned enterprises, and top culinary masters, reinforcing the "Healthy China" strategy and promoting the "Three Reductions, Three Health" concept [5] - The integration of health concepts and smart technology at the festival positions it as a significant industry trendsetter [4]
秦皇岛启动全民健康生活方式宣传月,做自己健康第一责任人
Group 1 - The "Qinhuangdao City Healthy Lifestyle Promotion Month" aims to integrate the "Three Reductions and Three Healths" concept into daily life through collaboration among government, enterprises, and society [2][3] - The event highlights the urgent need for health management in China, with over 300 million cardiovascular disease patients and nearly 400 million overweight and obese individuals [3][5] - The initiative is part of a broader national strategy to shift from a disease-centered approach to a health-centered approach, as outlined in the "Healthy China 2030 Planning Outline" [3][5] Group 2 - Yihai Kerry's Jinlongyu brand emphasizes its commitment to providing safe, nutritious, and healthy food, aligning with the modern food industry's direction [5][10] - The company has launched the "Jinlongyu Fengyitang" health brand, merging traditional wisdom with modern technology to create functional food products [5][10] - Significant product innovations include low-sodium noodles with 80% less sodium compared to traditional options, and various low-GI products aimed at diabetes management [5][7] Group 3 - The event featured a health product showcase, demonstrating Yihai Kerry's latest achievements in the health food sector [5][10] - A special experience program for employees with abnormal blood lipid levels showed an 85% overall effectiveness rate in improving key blood lipid indicators [7][10] - The initiative also included interactive health education sessions, providing practical tools and knowledge to the public to promote healthier lifestyles [8][10]
畅饮无糖饮料致血糖升高 极端“养生”当心引病上身
Bei Jing Wan Bao· 2025-09-02 07:37
Group 1 - The article highlights the increasing trend of young people adopting extreme health practices, leading to chronic diseases such as gout, fatty liver, and diabetes [1][2][3] - It emphasizes the importance of balanced diets, moderate exercise, and regular routines as the foundation of true health [1][3] - Medical professionals warn that excessive exercise can lead to acute gout attacks due to elevated uric acid levels, with studies indicating that a single high-intensity workout can increase blood uric acid by over 30% [2][3] Group 2 - The phenomenon of "skinny fatty liver" is becoming more common, particularly among young women who engage in extreme dieting, leading to health issues despite weight loss [4][5] - The article discusses the mechanisms behind fatty liver development due to extreme weight loss, including insulin resistance and hormonal imbalances [4][5] - It advises that weight management should focus on balanced diets and gradual weight loss, recommending a maximum of 5% weight loss per month for safety [5] Group 3 - The article addresses the misconception that "sugar-free" drinks are entirely safe, as excessive consumption can still lead to health issues like diabetes [6][7] - It notes that the proportion of diabetes patients under 40 is increasing, linked to unhealthy lifestyles, including irregular eating and lack of exercise [7] - The article stresses the importance of early intervention during the "prediabetes" stage to prevent the progression to full diabetes [7] Group 4 - The "Three Reductions and Three Healths" initiative by the National Health Commission aims to lower chronic disease risks through scientific lifestyle interventions [8][11] - Recommendations include reducing salt intake to no more than 5 grams per day, oil intake to 25-30 grams, and added sugar to no more than 25 grams [8][10][11] - The initiative also emphasizes maintaining oral health, healthy weight, and bone health through proper nutrition and regular physical activity [12][13][14]
全民健康生活方式日|以家为基,筑健康之石
Ren Min Wang· 2025-09-01 03:33
Group 1 - The core theme of the article is the promotion of a healthy lifestyle in China, particularly through the "Three Reductions and Three Healths" initiative, which focuses on reducing salt, oil, and sugar intake while promoting oral health, healthy weight, and healthy bones [1][3] - The National Health Commission has launched a campaign to enhance public awareness and participation in healthy living practices, emphasizing the importance of weight management as a starting point [1][3] - The article highlights various local initiatives across China, such as the expansion of health parks and walking paths in Tianjin, the introduction of "Three Reductions" dishes in Shandong, and community activities in Sichuan aimed at promoting family health [2][3] Group 2 - The article underscores the role of families in fostering healthy behaviors, describing them as the "incubators" and "stabilizers" of health practices, which can significantly improve individual health levels [3] - The campaign includes specific activities such as the "915" salt reduction week and initiatives to promote oral health and bone health, aiming to create a supportive environment for families to adopt healthier lifestyles [3] - The overall message is that the foundation of a healthy China lies in the everyday practices within households, where health becomes a shared goal among family members [3]
双汇发展:今年将通过加强网点开发等促进肉制品销量提升
Cai Jing Wang· 2025-03-27 13:12
Core Viewpoint - The company aims to enhance the sales of its meat products by implementing a series of strategic measures by 2025, focusing on market specialization, customer network expansion, and product innovation. Group 1: Sales Strategy - The company plans to reform its sales organization to promote specialized market operations by establishing dedicated sales teams for different product categories [1] - It will build a comprehensive customer network to expand its customer base through targeted operations [1] - The company intends to increase the number of sales outlets and improve terminal operation quality to boost sales [1] - Market research will be strengthened to align with diverse consumer demands, including high-end, mass, youth, and children's segments [1] - The company will implement refined management practices across various sales channels to enhance operational efficiency [1] - Increased market investment will be made to support customers and drive sales [1] - Digital tools will be utilized to empower market sales and support refined management [1] - The company will enhance team motivation through effective incentive programs to boost workforce vitality [1] Group 2: New Product Development - The company plans to develop new high-temperature products focusing on health concepts such as reduced salt, fat, and sugar [2] - For low-temperature products, the focus will be on high-end Western-style offerings [2] - New snack products will be developed with innovative packaging to cater to various consumption scenarios [2] - Frozen products will aim for higher taste restoration and broader regional adaptability [2] - High-cost performance products will be created to compete in specific market segments [2] - Regional products will be researched to meet localized consumer preferences [2]
双汇发展(000895) - 2025年3月27日投资者调研记录
2025-03-27 12:17
Financial Performance - In 2024, the company achieved total revenue of CNY 59.7 billion, a decrease of 0.64% year-on-year [4] - The total profit reached CNY 6.659 billion, an increase of 0.21% year-on-year [4] - The net profit attributable to shareholders was CNY 4.989 billion, down 1.26% year-on-year [4] - Fresh products revenue was CNY 30.33 billion, down 2.1% year-on-year, with operating profit of CNY 440 million, down 35.6% [4] - Meat products revenue was CNY 24.79 billion, down 6.2%, but operating profit increased by 6.8% to CNY 6.65 billion [4] - Other business segments generated CNY 9.96 billion in revenue, up 10.4%, with operating profit improving [4] Strategic Initiatives - The company is implementing a "Four Modernizations" strategy and focusing on "two adjustments and one control" to enhance operational efficiency [4] - A new board of directors has been established, emphasizing marketing innovation and digital transformation [5] - The company plans to expand its network and improve sales through targeted marketing and customer engagement [6][8] Sales and Market Development - In 2025, the company aims to enhance meat product sales through specialized sales teams and a comprehensive customer network [6][8] - The company will focus on market research to align products with consumer demands across various demographics [6][8] - New product development will target health-conscious consumers with reduced salt, fat, and sugar options [12][15] Production and Operations - The company anticipates a significant increase in pig production in 2025, with improved management and cost control measures [16] - The poultry sector is expected to achieve profitability through enhanced disease prevention and production management [16] - The company plans to maintain low inventory levels for frozen products while scaling up fresh product offerings [18] Shareholder Returns - The company will continue its stable and sustainable dividend policy, ensuring returns to shareholders while supporting long-term growth [17]