内容概要：快节奏的都市生活使得消费者对便捷食品的需求持续上升，牛肉罐头开罐即食或简单烹饪即 可食用的特性，契合了上班族、学生群体及户外爱好者的饮食需求，成为日常佐餐、应急储备的重要选 择，此外，近年来，牛肉罐头消费场景从传统的家庭佐餐、户外出行，延伸至预制菜、餐饮工业化领 域，成为餐厅、团餐企业制作菜品的便捷原料，进一步扩大其市场需求，据统计，2024年我国牛肉罐头 行业市场规模达46.58亿元，同比增长5.5%，与此同时，随着消费者对食品健康属性的关注度日益提 升，有机、低盐、低脂、无添加的健康化品类逐渐获得市场认可，为牛肉罐头行业开辟了新的增长赛 道。 相关上市企业：光明肉业（600073）、双汇发展（000895） 相关企业：厦门古龙食品有限公司、秦皇岛海洋食品有限公司、昆明德和罐头食品有限责任公司、广州 鹰金钱食品集团有限公司、大连红塔罐头食品有限公司 、四川美宁食品有限公司、四川省海滋食品有 限公司 关键词：牛肉罐头生产工艺、牛肉罐头发展历程、牛肉罐头市场政策、牛肉罐头产业链图谱、牛肉罐头 市场规模、牛肉罐头竞争格局、牛肉罐头发展趋势 一、概述 牛肉罐头是以鲜（冻）牛肉为主要原料，经预处理、腌制、预 ...

北交所信息更新 一致魔芋（920273.BJ） 2025 年 12 月 19 日 投资评级：增持（下调） | 日期 | 2025/12/18 | | --- | --- | | 当前股价(元) | 34.61 | | 一年最高最低(元) | 84.00/19.70 | | 总市值(亿元) | 35.71 | | 流通市值(亿元) | 23.44 | | 总股本(亿股) | 1.03 | | 流通股本(亿股) | 0.68 | | 近 3 个月换手率(%) | 243.33 | 北交所研究团队 风险提示：产品较单一风险、原材料价格波动风险、宏观经济环境变化风险。 | 财务摘要和估值指标 | | | | | | | --- | --- | --- | --- | --- | --- | | 指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | 营业收入(百万元) | 479 | 617 | 798 | 983 | 1,227 | | YOY(%) | 7.0 | 28.8 | 29.4 | 23.3 | 24.8 | | 归母净利润(百万元) | 53 | 87 | 90 ...

（文章来源：证券日报） 证券日报网12月17日讯安德利在12月17日回答调研者提问时表示，消费升级下健康饮品、功能食品的需 求增长是行业重要发展趋势，公司对此保持高度关注并持续开展市场调研与布局研判。在现有果汁、番 茄汁等产品基础上，公司会结合自身资源禀赋、市场需求及行业竞争格局，评估拓展其他健康食品领域 的可行性。后续若有具体规划，公司将严格按照监管要求履行信息披露义务。 ...

今天分享的是：2025解码椰子糖产业链，从海南椰林到全球糖果的甜蜜经济 报告共计：13页 椰子糖产业迎来"甜蜜升级"：从海南特产到全球健康零食的华丽转身 随着健康饮食理念的深入人心，传统糖果市场正在经历一场静悄悄的变革。其中，源自热带风情的椰子糖，凭借其天然的原料与相对健康的属性，正从一款 地域性特产，快速成长为全球零食货架上的新宠。一份最新的行业报告深入剖析了这条"甜蜜产业链"的现状与未来，揭示了其背后的消费升级与产业变革。 椰子糖，顾名思义，是以椰子原汁为核心原料制成的糖果。它并非单一品类，而是涵盖了硬质、酥质、凝胶、乳脂等多种形态，满足不同消费者的口感偏 好。驱动这一市场持续扩容的核心动力，在于其契合了当代消费者对"清洁标签"与天然健康食品的追求。椰子糖本身富含矿物质，且升糖指数较低的特性， 使其在儿童、关注健康的人群及特定饮食需求者中获得了青睐。行业随之呈现出高端化与多元化趋势，低糖、无蔗糖、富含膳食纤维以及获得有机认证的产 品不断涌现，推动产业价值提升。 回顾发展历程，椰子糖产业与中国消费品市场的演进同频共振。上世纪90年代，以春光、南国为代表的海南本土企业奠基，深耕线下渠道。进入二十一世纪 的第二 ...

Core Viewpoint - The event "New Journey of Investor Education Service" held by Pinwo Food aims to showcase the company's strategic layout in supply chain optimization and new product development as the "first stock of imported food" in China [1] Group 1: Company Overview - Pinwo Food has been committed to compliance and quality since its establishment in 1995, focusing on providing high-quality and diverse food products [3] - The company operates four core brands: DeYa Dairy, Pinli Olive Oil, Valentine Beer, and Gu You Biscuits, with DeYa Milk holding the largest market share in imported milk for several years [3] - The business model combines "global supply chain + localized innovation," ensuring quality raw material supply through long-term partnerships with suppliers from New Zealand, Germany, and Australia [3] Group 2: Product Development and Innovation - In 2023, a cheese factory was launched using Italian production lines to produce high-protein, low-carb cheese products, while a new oil packaging workshop is set to launch in 2025, introducing innovative products like spray olive oil [4] - The company plans to deepen brand building through new media platforms like Douyin and Xiaohongshu, enhancing brand awareness and expanding its global supply chain [6] Group 3: Investor Relations and Market Strategy - During the Q&A session, the chairman addressed recent performance fluctuations due to global economic conditions and supply chain costs, indicating a gradual recovery through refined management and supply chain optimization [8] - The company aims to leverage its supply chain advantages to expand market share and enhance brand promotion through collaborations with influencers and self-broadcasting on social media [8] - The event provided investors with insights into the company's operational status and established a communication bridge between Pinwo Food and its investors, reinforcing confidence in the company's future development [9]

投资者关系活动记录表 证券简称：品渥食品 证券代码：300892 品渥食品股份有限公司 2、贵公司目前线下的销量和线上的销量比例是怎样的？近 期橄榄油和手撕奶酪在抖音商城榜单上表现突出，公司采取了哪 些关键策略达成这一成绩？ 答：公司目前线上销量占比约 65%，线下销量占比约 35%； 抖音的销售策略主要采用"品牌自播+达人分销"并行的模式， 品牌自播致力于构建品牌自有流量阵地，实现用户的长效运营和 忠诚度培养；达人分销用于快速引爆单品和扩大曝光，与包括"与 辉同行"、"厚皮橙"等垂类达人合作，通过场景化内容触达消费 者，提升产品认知与转化。 抖音商城榜单的成绩得益于产品品质与卖点获得消费者认 可，从而支撑快速的销量转化与增长，未来将继续在新媒体平台 加大推广力度，进一步提升销量。 3、公司 2023 年亏损，2024 年扭亏为盈，业绩逐步好转。 请问从董事长视角，如何解读这一转向？对公司业绩有何看法？ 公司未来整体的品牌定位方向是什么？ 答：近年业绩波动主要受外部环境影响，2022 年起，俄乌 战争及全球经济周期变化导致国外通胀上升、供应链成本持续攀 高。2024 年起公司推行精细化运营，收缩亏损业务，持续 ...

Group 1 - The article highlights the rising popularity of Yunnan coffee, particularly its high-quality Arabica beans, which are gaining attention from major brands like Starbucks and Luckin Coffee [9][62][64] - Yunnan coffee is characterized by its rich flavor profile, low caffeine content, and health benefits, making it suitable for a wider audience, including those with sensitive stomachs [66][78] - The article emphasizes the health-conscious aspect of Yunnan coffee, which is free from additives like sugar, creamers, and artificial flavors, appealing to consumers focused on wellness [70][72][88] Group 2 - The article introduces a specific product, a freeze-dried coffee developed by the Yunnan Agricultural Academy, which retains the aroma and flavor of fresh coffee while being convenient to prepare [15][19][31] - This product is marketed as a healthier alternative to traditional instant coffee, with a clean ingredient list and no artificial additives, making it attractive to health-conscious consumers [24][70][72] - The pricing strategy is also discussed, with promotional offers making the product accessible, thus encouraging trial among potential customers [36][38][90] Group 3 - The article also features a premium milk product from Xinjiang, highlighting its high nutritional value and strict quality control measures throughout the production process [39][44][99] - The milk is sourced from high-quality Holstein cows raised in a pristine environment, ensuring a clean and natural product free from additives [101][111] - The marketing emphasizes the milk's rich flavor and health benefits, appealing to consumers looking for high-quality dairy options [113]

Core Viewpoint - Ningxia Yipin Biotechnology Co., Ltd. has received approval for its new food ingredient, corn fermentation product, which is now officially listed as a food raw material, highlighting the company's leadership in the fermentation industry and its focus on technological innovation and industry guidance [1] Group 1: Product Details - The corn fermentation product is made from corn through a series of processes including saccharification, fermentation with Corynebacterium glutamicum YP077-1, membrane filtration, sterilization, concentration, and drying. It is a yellow powder with a main composition of amino acids (≥60g/100g) and carbohydrates, suitable for use as a food ingredient, excluding infant food [2] - The product meets food safety standards as per national regulations, with specific limits on certain contaminants [2] Group 2: Health Transformation - The approval of the corn fermentation product aligns with the "Weight Management Year" initiative proposed at the 14th National People's Congress, promoting a health-oriented transformation in the food industry. The product is recognized for its ability to reduce salt without compromising flavor, making it a valuable solution under the Healthy China strategy [3] Group 3: Technological Empowerment - The company utilizes world-class production facilities and advanced technology, ensuring precise control throughout the production process and stringent quality control measures. The research team is focused on innovating and upgrading products, with the corn-based fermentation ingredient being free from chemical additives and significantly lowering sodium content while preserving flavor [4] Group 4: Innovation and Market Potential - The corn fermentation product has a wide range of applications beyond just seasoning, certified as a clean label product that meets consumer demands for natural and healthy options. With the increasing emphasis on healthy eating, the product is expected to experience rapid growth, particularly as 2025 marks the start of the "Weight Management Year" initiative [6] - The company is committed to enhancing extraction processes and product quality while expanding its product line to cater to diverse consumer needs [7] Group 5: Future Outlook - The company aims to maximize the value of the corn fermentation product, driving the industry towards a healthier and greener transformation. The product represents a shift from ordinary corn to a new era of food ingredients, with ongoing technological advancements and changing consumer demands expected to deepen the research and application of flavor compounds [8][9]

Core Viewpoint - Qiaqia Food (002557) has entered into a partnership with Chengdu Zhengchuang Laomofang Enterprise Management Center to establish a joint venture in Qujing City, Yunnan Province, focusing on high-quality konjac products in the health food sector [1] Group 1 - The joint venture will be controlled by Qiaqia Food, leveraging both parties' strengths in resource reserves, production technology, channel networks, and management [1] - The collaboration aims to enhance consumer demand by focusing on taste improvement and nutritional retention [1] - The initiative represents a strategic move to capitalize on the growing health food market [1]

Core Insights - The 8th China International Import Expo (CIIE) took place from November 5 to 10, 2023, in Shanghai, focusing on global cooperation and showcasing cutting-edge technologies, green solutions, and consumer innovations, with participation from 4,108 foreign enterprises across 155 countries and regions [1][3] - The exhibition featured seven major sectors, including food products, service trade, medical devices and healthcare, automotive and smart travel, technology equipment, consumer goods, and innovation incubation, with a total exhibition area exceeding 430,000 square meters, marking a new record in scale [1] Group 1: Food and Beverage Sector Highlights - Bright Dairy participated as an exhibitor, purchaser, and service provider, showcasing its "THE SMART CHAIN Global Food Integrated Distribution Platform" in the dairy hall, covering over 60 overseas enterprises from 30 countries and regions, with a total exhibition area of 3,096 square meters [4] - Nestlé displayed products from 12 countries, focusing on pet care and health science, with notable products including allergy-friendly cat food and specialized nutrition for children and seniors [7][8] - Danone highlighted over 130 innovative products, particularly those targeting the aging population, such as the "Danone Probiotic" series and cancer-specific nutrition products [8] Group 2: Dairy Industry Innovations - Fonterra showcased local innovations and emphasized its "New Zealand Certified Grass-Fed" label, introducing various products tailored to the Chinese market, including new cheese flavors [13] - Miaokelando launched its first domestically produced mozzarella cheese, marking a significant breakthrough in China's cheese industry, which has traditionally relied on imports [14][16] Group 3: Health and Nutrition Trends - The health food sector is gaining traction, with companies like COFCO showcasing health-oriented products, reflecting the growing consumer demand for nutritious options amid rising health concerns in China [17][19] - Amway introduced a new powder product aimed at addressing nutritional imbalances in daily diets, aligning with the "Healthy China 2030" initiative [19]