文 | 财天COVER 张向阳 编辑 | 吴跃 01 营收占比再次提升 4月，卫龙正式官宣青年演员王安宇成为魔芋爽的品牌代言人。8月，卫龙又宣布管乐成为风吃海带的品 牌大使。此前，这两款产品都没有代言人。在短短4个月内接连签约两位人气高涨的年轻艺人，足见卫 龙对魔芋爽与风吃海带的重视程度。 签约代言人，自然是希望扩大品牌的影响力，拓展更多的消费者。魔芋爽与风吃海带，同属于卫龙旗下 蔬菜制品业务板块，这是卫龙美味业绩的核心驱动力。 不久前，卫龙美味发布的中期业绩显示，2025年上半年实现总收入约34.83亿元，同比增长18.5%；实现 归母净利润7.33亿元，同比增长约18%。 虽然业绩增速远不及2024年同期，但卫龙能取得双位数的增长也实属难得。 卫龙美味向《财经天下》表示，其上半年业绩的增长，主要有两大核心驱动力：一是蔬菜制品的持续爆 发式增长；二是全渠道战略的深化执行，特别是在新兴渠道的快速渗透。 在产品阵容方面，卫龙美味主要包含三个板块：一是调味面制品，也就是常说的辣条，主要产品有大面 筋、小面筋、麻辣棒、小辣棒、亲嘴烧、麻辣麻辣；二是蔬菜制品，主要有魔芋爽、风吃海带及小魔 女；三是豆制品及其他产品，主 ...

Core Viewpoint - Weitlong Delicious Global Holdings Limited reported strong mid-year performance for 2025, with total revenue of 3.483 billion RMB and net profit of 736 million RMB, both showing a year-on-year growth of 18.5% [1] Group 1: Financial Performance - Total revenue for the first half of 2025 reached 3.483 billion RMB, representing an 18.5% increase year-on-year [1] - Net profit for the same period was 736 million RMB, also reflecting an 18.5% year-on-year growth [1] - The board declared an interim dividend of 0.18 RMB per share, maintaining a payout ratio close to 60% [1] Group 2: Product and Market Development - The vegetable products segment, led by konjac products, generated 2.109 billion RMB in revenue, marking a 44.3% increase and accounting for 60.5% of total revenue [2] - New product launches, including sesame-flavored konjac and spicy beef-flavored snacks, have expanded the product range and met consumer demand for innovative flavors [2] - The spicy snack market is projected to grow at a compound annual growth rate of 9.6%, with the konjac product segment growing at 28%, significantly above the industry average [2] Group 3: Strategic Initiatives - The company is transitioning from a "spicy strip leader" to a "spicy snack ecosystem builder," focusing on health-conscious products and reducing additives to enhance nutritional value [3] - Weitlong Delicious is committed to a multi-category strategy, increasing investment in R&D, production, and marketing to diversify its spicy snack product line [3] Group 4: Channel Expansion - Online sales generated 336 million RMB, accounting for 9.6% of total revenue, with a focus on e-commerce platforms like Douyin and Kuaishou [4] - Offline, the company has strengthened partnerships with snack retailers and membership supermarkets, achieving significant breakthroughs, including entry into Sam's Club [5] - As of June 30, 2025, the company collaborated with 1,777 offline distributors, enhancing market penetration across various retail channels [5] Group 5: Consumer Engagement and Production Capacity - The company is actively engaging younger consumers through diverse brand activities and leveraging celebrity influence to enhance brand appeal [6] - Weitlong Delicious has introduced its seventh-generation konjac production equipment, significantly improving production efficiency and product quality [6]

2025 年牛肉零食品牌推荐 秘制卤香，嚼出草原风味 | 一、市场背景 | 3 | | --- | --- | | 1.1 摘要 | 2 | | 1.2 牛肉零食定义 | 3 | | 1.3 市场演变 | 3 | | 二、市场现状 | 4 | | 2.1 市场规模 | 4 | | 2.2 市场供需 | 4 | | 三、市场竞争 | 5 | | 3.1 市场评估维度 | 5 | | 3.2 市场竞争格局 | 6 | | 3.3 十大品牌推荐 | 6 | | 四、发展趋势 | 8 | 2025 年牛肉零食品牌推荐 一、市场背景 1.1 摘要 牛肉零食行业以牛肉为主要原料，经过多种工艺制成，富含蛋白质，形式多样。近年 来，其食用方式多元化，市场需求不断攀升。行业产业链完善，上下游整合度高，品 牌竞争激烈，企业注重产品创新。线上线下渠道融合，消费者购买便捷。市场规模增 长受消费者健康意识提升和饮食结构优化推动，未来中国零食行业国际化步伐加快， 将拓宽牛肉零食市场空间，吸引更多海外消费者，推动市场规模持续增长。 1.2 牛肉零食定义 牛肉零食是以牛肉为核心原料，配以盐、香辛料等调味，经过卤制、腌制、风干、烘 烤或熏制等 ...