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销售红火!中秋节苏式月饼飘香
Su Zhou Ri Bao· 2025-10-07 00:27
牛羊肉是苏州市民中秋餐桌上的"主打美食"之一。苏州洪鼎网络科技有限公司成立于2020年,专业 经营新疆牛羊肉,凭借供应链优势将千里之外的"草原味道"送上苏州餐桌。探索尝试之下,该公司推出 一款"味九鼎"苏式牛腩鲜肉月饼,让苏式月饼碰撞"餐桌明星"。 "我们产生将牛肉加入苏式月饼的想法时,就前去咨询过制作苏式月饼的老师傅,得到的答案是'不 可能'——牛肉通常纤维粗糙,会影响肉月饼的口感。"该公司负责人臧舸说,经过多年试验,公司选择 了肉质细腻、不腥膻的新疆牛肉,肥瘦比确定为3:7,同时在生产加工、制作工艺等方面保留"苏式"特 色。 "买菜时候顺手就能买,不用特地跑远路了,尝几块月饼是中秋节的'仪式感'。"昨天(10月6 日),市民周阿姨来家门口的彩香菜市场,买了津津长发现烤的苏式肉月饼。金黄酥皮咬开时簌簌落 渣,热腾腾的馅料在舌尖迸发鲜意,品尝苏式月饼是苏州人的时令情怀。中秋佳节,我市各品牌苏式月 饼销售红火。 今年,老字号解锁销售新场景。津津长发首次在菜市场开设新店,目前已设点入驻的菜场包括新民 桥、彩香、黄桥、联杨4家,近期日销售肉月饼过万只。 "每到中秋前夕,长发西饼各门店前总是排起长队。今年,津津长发选 ...
主打减糖、地方口味牌 月饼市场持续破圈
Bei Jing Shang Bao· 2025-09-28 15:23
Core Insights - The mooncake market is experiencing a health trend, with a focus on low-sugar and low-oil options, leading to a more than 40% increase in low-sugar mooncakes recently [1][3] - Traditional brands are innovating in design and flavor to attract younger consumers, integrating cultural elements and playful designs to differentiate themselves [4][5] - The market is seeing a rise in unique local flavors, with products like sour soup beef mooncakes and various regional specialties gaining popularity [2][3] Health Trends - Health-conscious mooncake products are increasingly favored, with 96.7% of surveyed consumers prioritizing health in their purchasing decisions [3] - New products include rice-based mooncakes and low-sugar options, with significant increases in sales for these healthier alternatives [3][6] Innovation and Differentiation - Traditional brands are enhancing their offerings by introducing new flavors and designs, such as the "moon cake" and "fortune rabbit cake" from Beijing Daoxiangcun [4][5] - Companies are encouraged to balance traditional elements with innovative approaches to avoid homogenization in the market [6][7] Market Growth and Consumer Behavior - The Chinese mooncake market is projected to grow from 271.3 billion yuan in 2023 to 332.8 billion yuan by 2025, driven by diverse consumer preferences [6] - The demand for mooncakes is increasing as consumers seek unique flavors and experiences, leading to a competitive landscape among various brands [7]
口味延续、吃得更健康!广西合浦月饼企业进入生产高峰期
Sou Hu Cai Jing· 2025-09-26 10:21
现在,各企业在加工月饼时,也更加注重食材的营养搭配和低热量设计。在另外一家食品公司的生产车间里,制作月饼的工人们手法娴熟,忙而不乱。今年 他们在延续往年口味的同时,还增加了状元薯粉,保持了低糖、低脂、低油的特点,更加符合消费者对美食与健康的追求。 (央视财经《正点财经》)中秋节临近,各式各样的月饼陆续上市。在广西北海合浦,月饼厂家已进入生产高峰期。 在合浦县一家食品公司月饼生产车间里,工人们在自动化生产线旁忙碌着,经过和面、配料、包馅、烘烤、冷却包装,一个个精美的月饼逐渐制作完成。 转载请注明央视财经 编辑:潘煦 ...
西麦食品(002956):深耕燕麦核心赛道,健康消费红利下迎增长新周期
Guotou Securities· 2025-09-26 05:15
2025 年 09 月 26 日 西麦食品(002956.SZ) 深耕燕麦核心赛道,健康消费红利下迎 增长新周期 西麦食品:燕麦行业标杆品牌 西麦食品公司于 1994 年创立,专注于以燕麦为代表的健康谷物食品 的研发、生产、销售,并于 2019 年成功登陆深交所,成为"燕麦第 一股"。公司治理上,西麦食品为家族企业,合计持股超 50%股权,股 权结构清晰,管理层结构稳定;股权激励计划绑定核心团队,为公司 继续扩张留足后劲。 燕麦行业渗透率较低,提升空间显著 本报告版权属于国投证券股份有限公司,各项声明请参见报告尾页。 1 中国燕麦行业规模保持稳健增长,2024 年行业规模达 101.34 亿元, 其中冲泡燕麦占比 68.6%,即食燕麦占 31.4%,但与全球市场相比人 均消费仍处于洼地,提升空间显著。需求端,我国人口规模庞大,银 发经济+健康需求推动行业进一步发展,政策出台保驾护航;供给端, 2024 年我国燕麦行业 CR3、CR10 分别达 51.9%、76.1%,行业集中度 呈持续提升态势,其中西麦受益于产品本土化与渠道下沉策略,以 26%的市占率稳居国产龙头地位;桂格(18.2%)强调"科学营养"概 念 ...
巧克力巨头费列罗为什么收购一家业绩惨淡的麦片公司?| 声动早咖啡
声动活泼· 2025-09-22 09:03
2023 年,百年食品集团家乐氏分拆成了两家公司。一家名为 Kellanova,拥有品客薯片等持续增长的零食品 牌。另一家则叫做 WK Kellogg,也就是 WK 家乐氏,专注于即食型麦片业务。 财报显示,截止到今年 6 月底的 3 个月时间里,WK 家乐氏的净销售额同比下降了大约 9%。然而,今年 7 月,意大利巧克力巨头费列罗,却宣布以 30 多亿美元收购麦片公司 WK 家乐氏,金融时报指出,这个价格比 WK 家乐氏近期的市值高出四成左右。为什么费列罗看中了这家业绩惨淡的麦片公司? 19 世纪前中期,医学尚不发达,美国兴起一批「健康改革者」。他们主张只要遵循自然生活法则,便可改善 健康;随之,温泉水疗、谷物食品、体操运动等理念迅速传播。这些改革者创办了众多杂志以推广观念,青年 时期的约翰·哈维·家乐氏便在这些刊物中任排版学徒。 其后,他完成医学学业,接管密歇根州一座小城的水疗中心。因顾客屡屡抱怨中心的餐食,他着手改良:先将 谷物混合制成饼干,并通过延长烘烤时间提升消化性;但饼干过硬,需研磨后配牛奶食用。为改善口感,约翰 与弟弟威尔·基思·家乐氏反复试验,并偶然发现,将煮熟的谷物静置片刻后再压片,可得到不 ...
煌上煌控股“冻干大师”福建立兴 拓展健康多元化市场
Industry Overview - The health food sector has evolved from optional consumption to a rigid demand driven by consumption upgrades and technological innovations, with freeze-dried foods emerging as a significant sub-sector due to their "no additives" and "native" attributes appealing to health-conscious consumers, particularly younger demographics [1] - The global freeze-dried food market is projected to reach 83 billion yuan by 2024 and exceed 107.4 billion yuan by 2030, with China leading at a compound annual growth rate (CAGR) of 13.5%, expected to reach 4.2 billion yuan by 2025 [1] Company Acquisition - Jiangxi Huangshanghuang Group Food Co., Ltd. has officially embraced the freeze-dried food sector by acquiring Fujian Lixing Food Co., Ltd., marking a strategic partnership that could yield significant synergies [2][12] Company Background - Huangshanghuang, established in 1993, has developed into a comprehensive private enterprise involved in duck farming, processing, and sales, with a modern food production base across multiple provinces in China, and an annual slaughter capacity of 30 million ducks [5] - The company has a strong focus on innovation, with several research centers and partnerships with academic institutions, leading to the development of over 100 unique quick-consumption products [7] Financial Performance - In the first half of 2025, Huangshanghuang reported a non-GAAP net profit of 68.1 million yuan, a year-on-year increase of 40.27%, and a net profit attributable to shareholders of 76.9 million yuan, up 26.90% [10] - Fujian Lixing, established in 2006, specializes in freeze-dried food manufacturing and has shown strong financial performance, achieving 415 million yuan in revenue in 2024 and 251 million yuan in the first half of 2025, indicating robust growth [13] Product and Market Strategy - Fujian Lixing offers a diverse product matrix, including freeze-dried fruits, vegetables, and various ready-to-eat foods, and has established a strong customer base with multinational companies [11] - The acquisition allows Huangshanghuang to leverage Lixing's sales channels and market resources, facilitating entry into new markets and expanding its consumer base beyond traditional food lovers [15] Future Outlook - The strategic acquisition positions Huangshanghuang to capitalize on the growing health food market, integrating freeze-dried technology with its existing product lines to enhance product longevity and convenience [17] - The company has set performance commitments for Lixing, ensuring a minimum net profit of 75 million yuan in 2025, 89 million yuan in 2026, and 100 million yuan in 2027, providing a safety net for the investment [18] - This move reflects Huangshanghuang's commitment to diversification and innovation, aiming for sustainable growth in the health food sector [19]
糖醇行业专家电话会
2025-09-15 01:49
Summary of the Sorbitol Industry Conference Call Industry Overview - The sorbitol industry has a total production capacity of approximately 120,000 tons, with Huakang and Yuxin accounting for over 50% of the market share, and Futian ranking third. [1][4] - The industry operates at a utilization rate of 65%-70%, which is lower than during the pandemic due to export and tariff impacts. [1][11] - Demand for sorbitol is diversifying, with significant growth in dairy products and beverages, while the chewing gum market is declining due to health and environmental concerns. [1][5] Key Players and Market Dynamics - Huakang has a cost advantage in raw materials, with suppliers like Sichuan Yuanhua and Gaomi factories. The merger with Yuxin is expected to enhance market competitiveness. [1][6] - Global sorbitol production is primarily concentrated in China, with overseas companies like DuPont and Danisco operating on a smaller scale. [1][8] - Sorbitol and maltitol can be produced interchangeably, but only Huakang and Futian have this capability. [1][10] Pricing and Future Trends - Current sorbitol prices are around 17,000 RMB/ton, at a historical low, influenced by market competition and reduced exports. [1][13] - Prices are expected to rebound in 2026 due to potential government intervention and rising prices of high-intensity sweeteners. [1][14] Demand Growth and Applications - The sorbitol industry has been growing at a rate of 10% annually since 2020, with significant increases in sugar-free candy and baking products. [3][5] - Major clients in the beverage sector, such as Yuanqi Forest and Nongfu Spring, are driving demand growth at rates of 25%-30% annually. [5] - The candy industry is seeing a shift, with sorbitol now constituting 85%-90% of the ingredients used, indicating strong market demand. [20] Customer Structure and Contracting - The customer structure in the sorbitol industry is somewhat concentrated, with large clients making up about 40% of the market. Annual contracts are typically signed twice a year, ensuring price stability. [2][23] Supply Chain and Raw Material Impact - The supply chain is affected by raw material price fluctuations, but overall stability is maintained despite occasional short-term supply issues. [25][26] - The industry is experiencing seasonal demand fluctuations, with peak seasons for baking products around the Mid-Autumn Festival and Spring Festival. [24] Production Capacity and Future Supply - The total production capacity of sorbitol is approximately 120,000 tons, with Huakang and Yuxin holding over 60,000 tons combined. [4] - Futian is expanding its production capacity, while Tanghe Tang's expansion plans are progressing slowly. [7] Conclusion - The sorbitol industry is characterized by a strong domestic market presence, competitive pricing dynamics, and a growing demand across various sectors, particularly in health-conscious products. The future outlook suggests potential price recovery and continued growth driven by consumer trends and market consolidation.
“天府粮仓”品牌之夜绽放成都 助力四川农产品拓展欧洲市场
Si Chuan Ri Bao· 2025-09-06 01:22
Group 1 - The 11th China-Germany Agricultural Week opened in Chengdu, featuring the "Tianfu Granary" brand night as a highlight, showcasing Sichuan's agricultural achievements and products [1] - The "Tianfu Granary" public brand includes 200 high-quality agricultural products such as Sichuan tea, fruits, and pork, aiming to expand its influence and market reach [1] - The event serves as a platform for cultural exchange and aims to deepen agricultural cooperation between China and Germany, focusing on smart agriculture and health food sectors [1] Group 2 - The China-Germany Agricultural Week is a brand project for agricultural cooperation between the two countries, facilitating international exchanges in agricultural technology, resources, and talent [2] - This year's event is the first to be held in Sichuan, featuring a series of activities including seminars and field research, engaging experts, scholars, and entrepreneurs in multi-faceted discussions [2]
实力圈粉!狮乐购脆享体验馆亮相西雅展 新品斩获国际突破奖,酥脆暴击引发试吃热潮
Zhong Guo Shi Pin Wang· 2025-09-05 07:31
Core Insights - The company Lion Purchase showcased its innovative product "Crispy Beef Strips" at the Shenzhen SIAL International Food and Beverage Exhibition, winning the "International Breakthrough Award" for 2025, highlighting its unique craftsmanship and quality [1][15] Product Highlights - The "Crispy Beef Strips" are made from original Angus beef, utilizing a low-temperature slow-roasting process of approximately 16 hours and precise cutting techniques, resulting in a crispy texture similar to potato chips. The product is high in protein, with about 5 pounds of fresh beef concentrated into 1 pound of beef strips, and is available in two simple flavor options [5] - The classic product "Crispy Beef" continues to be popular, made from selected Angus beef and crafted over 96 hours to ensure a crispy yet tender texture. It is high in protein and made with clean ingredients, providing a satisfying and healthy snack option [7] - Another featured product is "Crispy Cheese," made from high-quality milk sourced from the 47° north latitude, with a milk content of at least 66%. This product is designed in a small bar shape, making it easy for children to hold, and serves as a nutritious snack for all age groups [9] Brand Philosophy - Lion Purchase focuses on health-oriented food products, aiming to provide natural, convenient, and high-nutrition value options for fitness enthusiasts, office workers, and mothers. The brand employs a "self-operated + brand aggregation" model and a multi-channel layout to promote the idea of becoming a healthier choice [11]
雀巢、好时、百事、通用磨坊将逐步取消人工色素,中国食企如何接招?
3 6 Ke· 2025-09-02 09:47
Core Viewpoint - The food and beverage industry is undergoing a significant transformation as major companies announce plans to eliminate artificial colors from their products by 2025, driven by regulatory changes and shifting consumer preferences towards healthier options [6][7][9]. Group 1: Artificial Colors and Their Role - Artificial colors are essential in the food and beverage industry, enhancing the visual appeal of products and masking imperfections [3][5]. - They help consumers identify flavors through color differentiation, such as orange juice being yellow and kiwi juice being green [3]. Group 2: Industry Changes and Regulatory Impact - Major food companies like Nestlé, Kraft Heinz, and PepsiCo plan to phase out artificial colors in response to a new FDA initiative requiring the elimination of certain synthetic colors by the end of 2026 [7][8]. - This shift marks a transition from voluntary clean label movements to mandatory regulatory actions in the U.S. food additive landscape [7]. Group 3: Market Demand and Alternatives - The growing consumer demand for healthier food options is accelerating the removal of artificial colors, as more people scrutinize ingredient lists [9]. - Natural colors are emerging as the primary alternative, although they present challenges in terms of cost and availability, being 3-5 times more expensive than synthetic options [13]. Group 4: Implications for Chinese Brands - Chinese food companies are likely to follow suit in eliminating artificial colors, especially as international brands introduce natural color products in the Chinese market [15][17]. - Some Chinese brands have already begun this transition, emphasizing clean labels and natural ingredients to meet consumer expectations [17].