元旦假期，中国家庭聚餐需求激增，餐桌上的变化悄然揭示着消费新趋势。京东生鲜消费数据显示， 2026年元旦期间，消费者选择呈现显著的品质化、场景化和健康化特征。从产地直采智利车厘子到大连 海参，从内蒙古羊肉到进口牛肉，这些产品的热销不仅反映了节日餐桌的丰盛，更揭示了中国家庭饮食 消费的趋势变化。 品质化消费：高端水果与进口食材成餐桌标配 元旦期间，进口高端水果成为家庭团聚的"餐桌名片"。智利车厘子延续往年热度，3J级10斤装礼盒销售 额同比增长145%，显示出消费者对高品质水果的持续追捧。值得注意的是，混合水果礼盒成为新趋 势，包含产地直采的云南蓝莓、丹东草莓和智利车厘子组合套装销售同比激增超10倍，体现了消费者对 多样化、高品质水果的复合需求。 果，而是根据品质和口味多元选择。 高端海鲜和进口肉类成为消费升级的标杆。大连即食海参销售同比增长接近16倍，反映消费者对高营 养、便捷食用海产品的追捧。厄瓜多尔白虾销量增长接近100%，保持稳定上升态势。 进口牛肉消费呈现明显增长，南美进口原切带芯后腱增长238%，大庄园进口草饲原切牛腱子更是实现 了超10倍的增长，显示消费者对高品质、可溯源进口肉类的需求持续扩大。 ...

以下文章来源于餐饮O2O ，作者专注餐饮业创新的 餐饮O2O . 餐饮O2O是中国专注餐饮产业链新媒体，每天分享餐饮产业上下游新鲜资讯+干货案例，以媒体为入口，为餐饮业提供咨询培训、投融资、供应链、开店 选址、创业加盟等行业深度服务。 01 ■ 近亿播放量！ 大米冰淇淋成新晋顶流， 1 小时狂销 400 支 近期，一款大米冰淇淋走红，在抖音相关播放量高达近亿， 其中 # 大米冰淇淋 5388.6 亿、 # 野人先生大米冰淇淋 2611.8 、 # 米饭冰淇淋 1840.4 亿。 为今夏冰淇淋赛道的 " 现象级单品 " 。 这款 以大米为核心原料 的创新产品，不仅唤醒了消费者对 " 米香 + 奶香 " 的味觉记忆，更以 " 地域食材 + 手工工艺 + 场景化营销 " 的组合拳 ，打破了 传统冰淇淋的品类边界。 | 11:56 @ | | | | 5 = 11 5 = 11 = 20 = | | --- | --- | --- | --- | --- | | 大米冰淇淋 | | | 搜索 | | | 蔵昌 店铺 | 用户 | 音乐 | 话题 | 小程序 | | | #大米冰淇淋 | | | 立即参与 | | | ...

今天分享的是：跨境电商运营：2026掘金指南：全球全品类20大消费趋势报告 报告共计：27页 《2026掘金指南：全球全品类20大消费趋势报告》（亚马逊全球开店发布）聚焦全球消费市场动态，梳理出多维度消费趋势，为跨境电商运营提供核心参 考。报告显示，全球消费市场正呈现健康化、智能化、个性化、可持续化等多元融合特征，不同品类和地区的消费需求呈现差异化升级。健康消费持续升 温，涵盖营养补充、运动健身、健康监测等领域的产品备受青睐，消费者对成分天然、功能明确的健康类产品关注度显著提升；智能科技全面渗透生活场 景，智能家电、可穿戴设备、智能家居控制系统等产品需求增长，尤其具备便捷操作、互联互动功能的产品更受市场欢迎，耳机等音频设备在运动等细分场 景的专项功能优化成为竞争亮点。个性化与情感化消费需求凸显，消费者愈发注重产品的独特设计、定制化服务以及情感价值共鸣，小众风格、定制化单品 和具有文化内涵的产品市场空间扩大。可持续消费理念深入人心，环保材质、节能降耗、可循环利用的产品更易获得消费者青睐，品牌的绿色理念和环保举 措成为重要竞争要素。此外，便捷化、场景化消费趋势明显，适配快节奏生活的高效产品，以及针对特定场景（如居 ...

风险 需求回暖慢于预期，原材料价格波动，子板块市场竞争加剧。 Text 正文 白酒：报表调整进入后段，板块或在上半年迎拐点 今年白酒行业需求延续弱景气，加上二季度新条例出台，白酒供需两端经历很大冲击，行业开始进入渠道库存去化，报表出清的调整后段，我们预计2026 年白酒报表有望出清改善，上行拐点逐步清晰。 需求端我们认为政策影响会持续减弱，消费场景在大幅压制的基础上会迎来稳步修复，同时促进消费政 策的深化有望驱动需求提升，收入在今年低基数下26年上半年同比有望转正，同时行业开始迎来梯次修复。供给端以创新拓展增量为主线，我们预计库存 隐患将基本解除，其中以用户需求为出发点的创新预计进一步增加，更多企业会拥抱即时零售等线上渠道。 研判一：从消费场景看，政策对政商务需求造成的负向冲击正边际弱化，加之宴席等大众需求偏刚性，1H25低基数背景下，2026年白酒动销或修复至同 比转正。 因外部政策冲击，政商务场景在今年二季度受损较深，且影响延续至下半年的中秋国庆旺季，我们估算全年白酒动销同比双位数以上下滑，政 策扰动延后了原先市场对行业基本面在2025年下半年筑底的判断。展望看，我们认为政策对于政商务需求的影响正边际弱化 ...

Investment Rating - The report maintains a "Positive" outlook on the new consumption industry for 2025 [2] Core Insights - The new consumption sector is gaining significant market attention, with a policy framework aimed at creating three trillion-level consumption areas and ten hundred-billion-level consumption hotspots by 2027 [4][16] - The report identifies three major trends in the new consumption industry: health-oriented consumption, new pragmatism, and emotional consumption, alongside two dimensions: smart consumption and overseas expansion [8] Summary by Sections 1. Income Growth Deceleration Period: Focus on Service Consumption and Price-Quality Ratio - The increase in per capita GDP is expected to drive the share of service consumption to rise, with a projected service consumption share of 46.11% in China by 2024, reflecting a trend similar to the U.S. and Japan during their economic growth phases [5][23] - As disposable income growth slows, consumers are expected to prioritize products with a better price-quality ratio, mirroring trends observed in Japan during its economic slowdown from 1990 to 2000 [5][26] 2. Changes in Consumer Demographics: Health and Emotional Consumption Demand - Aging populations are driving health-oriented consumption, with significant increases in healthcare spending observed in the U.S. and Japan, and similar trends expected in China as it transitions to a moderately aging society [6][46] - Generational shifts in consumer behavior are leading to increased emotional consumption, with younger generations (Y and Z) focusing on personalized and emotional experiences, as seen in Japan's evolving consumption patterns [7][74] 3. Investment Recommendations: From Frenzy to Rationality, Focus on Structural Opportunities - The investment sentiment in the new consumption sector has shifted from exuberance to caution, with a focus on sustainable business models and profitability [8] - Investors are encouraged to explore opportunities aligned with the identified trends of health, pragmatism, and emotional consumption, as well as the dimensions of smart consumption and international market expansion [8]

传统品牌加速扩张，新玩家跨界入局，产品形态从现炒到冰栗、从奶茶到蛋糕疯狂衍生。这不再是一场 简单的时令品推广，而是供应链、产品创新与消费体验的立体战争，折射出中国消费市场深层次的逻辑 变迁。 战局：从秋冬限定到全年生意 栗子的突围，首先是一场对"时间"的战争。曾经，它的销售周期被严格限定在凉风乍起的几个月。如 今，技术破除了"季节限定"的标签。 炒锅翻动，栗壳的噼啪声在街头响起。消费者在"粒上皇"的队伍里等待一份热乎的糖炒栗子，与此同 时，外卖骑手的保温箱里，一杯"栗子可可奶茶"刚刚完成签收。 这颗曾深藏于秋冬街角的小小果实，已悄然登上消费舞台的C位。从零食巨头到商超、茶饮、烘焙乃至 快餐品牌，一场围绕栗子的"暗战"正全面打响。 盒马鲜生将栗子融入"预制菜"大军，开发出南瓜板栗糕、栗子大福等产品，使其从零食变为餐桌食材； 茶饮品牌更是推波助澜，沪上阿姨、乐乐茶等推出的栗子奶茶，让栗子以"饮品形态"渗透进日常； KUMOKUMO"栗子焦糖芝士蛋糕"、the Roll'ING海盐焦糖栗子瑞士卷等烘焙产品也备受青睐。 | 盖马烘焙 栗子芝士蛋料 | | | | --- | --- | --- | | 320g | ...

证券日报网讯12月4日，三全食品（002216）在互动平台回答投资者提问时表示，公司十分重视健康化 消费趋势，不断创新产品，近期推出0蔗糖、慢升糖配方的蓝莓桑葚汤圆，完善健康产品矩阵。公司将 继续强化消费者洞察能力，为消费者提供更多创新产品。 ...

Core Viewpoint - Ximai Foods, as a leading domestic oat brand, benefits from the trend of health-oriented consumption, with a continuous upward shift in growth since its listing [1] - Compared to overseas markets, there is significant room for improvement in the penetration rate of oats in China, with a solid base in pure oats and rapid growth in composite oat products through innovation [1] - The company is actively expanding into new channels such as O2O, community group buying, and emerging platforms like Douyin, demonstrating superior operational efficiency compared to peers [1] Financial Performance - For the first three quarters of 2025, the company achieved revenue of 1.696 billion yuan, a year-on-year increase of 18.34%, and a net profit attributable to shareholders of 132 million yuan, up 21.90% [2] - In Q3 2025, revenue reached 547 million yuan, growing 18.92% year-on-year, with a net profit of 51 million yuan, an increase of 21.00% [2] Product Growth and Innovation - The revenue from pure oats in Q3 grew by 15%, driven by the contribution of organic oats, while composite oats maintained over 20% growth [3] - The company continues to innovate by introducing health-oriented ingredients into composite oat products, benefiting from the health consumption trend [3] - New products such as high-protein oat porridge and organic high-protein oat flakes were launched in October, expected to accelerate revenue growth in 2026 [3] Cost and Profitability - In Q3 2025, the company's gross margin improved by 0.93 percentage points to 43.75%, mainly due to lower raw material costs and an upgraded product mix [4] - The selling expense ratio decreased by 1.85 percentage points to 27.11%, reflecting effective cost control during the off-season [4] - The net profit margin increased by 0.14 percentage points to 9.31%, with a significant rise in the non-recurring net profit margin by 3.25 percentage points to 8.99% [4] Future Outlook - The company is expected to experience a rapid release of performance in 2026, with projected revenues of 2.33 billion, 2.78 billion, and 3.27 billion yuan for 2025-2027, representing year-on-year growth of 22.7%, 19.7%, and 17.4% respectively [4] - The net profit attributable to shareholders is forecasted to reach 178 million, 236 million, and 300 million yuan for the same period, with growth rates of 33.4%, 32.9%, and 27.0% [4]

Group 1: Core Insights - The 113th Autumn Sugar and Wine Fair is being held in Nanjing, with the liquor sector experiencing a long-term correction and valuations significantly declining, indicating a clear bottom logic for quality assets [1] - The overall atmosphere at the Autumn Sugar Fair is subdued, with low expectations for the industry, as the number of exhibitors is expected to be over 4,000, similar to last year's event in Shenzhen [2] - Sales performance during the Mid-Autumn Festival and National Day has been flat, with high-end liquor prices slightly declining, indicating a divergence in brand performance [3] Group 2: Industry Trends - The health trend in the snack food sector is becoming more pronounced, with fewer major brands participating in the fair, and companies like Ganyuan and Three Squirrels showcasing their products [4] - There is a growing focus on product and sales channel innovation, with companies like Zhenjiu Lidu and Jiu Gui Jiu being highlighted for their proactive adjustments during the current market correction [5] - Strong brand support for leading liquor companies such as Kweichow Moutai and Wuliangye is expected to help them maintain momentum as demand recovers [6]

Company Overview - In the first half of 2025, the company achieved operating revenue of 748 million yuan and a net profit attributable to shareholders of 18.55 million yuan [1] - The company focuses on the research, production, and sales of plant protein beverages, fruit canned goods, juice drinks, and lactic acid bacteria beverages [1] - The company has established a dual-driven development strategy centered on fruit canned goods and coconut juice, with a strong market presence in orange and peach canned products [1] Industry Context - The beverage industry is facing cost pressures due to high prices of natural raw materials like fruits and coconuts, influenced by climate and supply-demand dynamics [2] - The plant protein beverage market reached a scale of 135.1 billion yuan in 2022 and is expected to exceed 140 billion yuan by 2026 [2] - Companies with stable procurement mechanisms and supply chain management are better positioned to withstand raw material price fluctuations [2] Strategic Initiatives - The company has mitigated the impact of rising raw material prices by establishing long-term partnerships with key suppliers and developing overseas coconut processing projects [2] - The company is increasing the proportion of high-margin products in its portfolio, such as festive gift boxes of coconut juice and low-sugar fruit canned goods, to enhance profitability [2] Market Trends - Brand influence is crucial during periods of raw material price volatility, with consumers willing to pay more for low-sugar, no-sugar, and natural ingredient beverages [3] - The company is well-positioned to launch high-margin new products during peak seasons, leveraging its established brand recognition in the coconut beverage and fruit canned goods sectors [3] - Despite raw material price fluctuations, the long-term growth trend of the industry remains intact, with structural opportunities in health-oriented consumption and diversified channels continuing to emerge [3]