产品结构改革
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味知香20260121
2026-01-22 02:43
Q&A 请介绍一下味之香公司最近的新业务和战略调整情况。 味之香公司在 2025 年第四季度基于政策、市场环境、用户消费方式及公司自 身发展规划,重新制定了未来三年的战略方向,并确立了以家庭及餐饮客户核 心需求为导向的战略定位。家庭客户主要指 C 端,包括农贸市场加盟店、商超 以及新的金格格店型;餐饮客户则主要通过流程和组织变革来优化供应链与服 务效率。 在 2025 年 12 月,公司发布了组织架构调整公告,确立了销售业务 集群、产品业务集群和供应链业务集群三大集群,构建大前台、强中台、小后 台的扁平化组织架构。为了配套这一调整,公司还建立了十几条以产品和客户 为主导的流程,如开店成功流程、快返流程和交付流程等,以期为 B 端和 C 端 提供差异化产品和场景方案,通过客户结构改革、产品结构改革及供应链改革 占领多个细分市场。 味之香公司在新店型方面有哪些具体举措? 在新店型方面,味之香公司计划从农贸市场走出来,开设街边店或社区店,以 便年轻人下班后直接购买并带回家食用。此外,新店型将搭载代炒功能,用户 可以选择将购买的菜品现场加工,这样回家后即可食用。这种模式让顾客可以 看到所有食材,更加放心。 味知香 2 ...
珠江啤酒发三季报:前九个月营收净利双增,第三季度增速放慢
Nan Fang Du Shi Bao· 2025-10-24 10:56
Core Viewpoint - Zhujiang Beer reported a steady growth in revenue, net profit, and sales volume for the first three quarters of the year, achieving historical highs in both revenue and net profit [1][2]. Financial Performance - Revenue for the first nine months reached approximately 5.073 billion yuan, a year-on-year increase of 3.81% [2]. - Net profit attributable to shareholders was 944 million yuan, reflecting a year-on-year growth of 17.05% [2]. - Beer sales volume was 1.2035 million tons, up 1.83% year-on-year [1]. Quarterly Analysis - In the third quarter, revenue was approximately 1.875 billion yuan, a decrease of 1.34% compared to the same period last year [2][3]. - Net profit for the third quarter was 332 million yuan, an increase of 8.16% year-on-year [2][3]. - Sales volume in the third quarter was 469,400 tons, down 2.89% from 483,400 tons in the same quarter last year [3]. Product Strategy - The company is implementing a "3+N" product strategy, focusing on products like Xuebao, Pure Draft, and other specialty products, with a notable performance from the 8 yuan price segment [3][5]. - The 8 yuan price segment has benefited from consumer shifts, effectively replacing the traditional 3-5 yuan price range [3]. Competitive Landscape - Increased competition in the 8 yuan price segment from companies like China Resources Beer and Qingdao Beer, as well as the introduction of larger packaging products, is putting pressure on Zhujiang Beer’s growth [3]. Future Outlook - Zhujiang Beer plans to enhance its product structure and innovation across five areas: product, business, promotion, brand communication, and management to sustain high growth [4]. - The company is also focusing on high-end product development, aligning with industry trends such as "tea beer" and "fruit beer" [5]. Market Performance - On October 24, Zhujiang Beer’s stock closed at 9.61 yuan per share, down 5.23% [6].