麦当劳从"产品驱动"向"用户驱动"转型。12月27日，麦当劳中国第二届粉丝大会在上海举办，正式发 布"农情美味 麦超所值"2026年度战略。本次大会聚集全国200位核心粉丝代表、供应链合作伙伴及农人 代表，通过产品矩阵升级、节气会员体系创新、深度粉丝共创三大核心举措，将"超值"内涵从性价比延 伸至品质与情感双重价值，以"用户为中心+供应链赋能"的双轮驱动模式，构建高粘性品牌生态，为连 锁餐饮行业高质量发展提供新范本。 精准捕捉粉丝心声 在"品牌会玩、更懂粉丝"的运营逻辑下，麦当劳突破传统餐饮互动边界，以第二届粉丝大会为载体，将 粉丝从消费者升级为品牌共建者，通过"倾听-响应-共创"的全链路机制，构建深厚情感连接，为品牌长 期发展注入持久动力。 本次粉丝大会本身就是一场深度共创活动，现场设置"麦麦粉丝创意坊""粉丝时刻颁奖礼"等环节，让粉 丝充分参与品牌互动。更具突破性的是，品牌对粉丝心声的回应，体现在每一个精准落地的创新中，大 会通过粉丝举手表决，确定了两项2026年重点创意项目。 在核心产品升级方面，麦当劳构建起覆盖日常通勤、周末休闲、节日消费、会员权益的全周期产品矩 阵，每一项创新都紧扣"简单选、实在享" ...

-投资动态- Piper的投资旨在帮助Borough Broth大幅提升产能、推动创新和拓展零售渠道奠定基础，从而使其专注到天然健康且可持续的便捷食品。 -收购动态- 英国有机骨汤生产商Borough Broth获投资 近日，英国有机骨汤生产商Borough Broth Company从消费品品牌投资公司Piper处获得了750万英镑（折合人民币约7008万元）的新融资。 Borough Broth Company总部位于伦敦，于2015年创立，该公司基于再生农业采购和循环生产模式，回收利用原本可能被浪费的高品质骨头，目前年收入 约为1100万英镑，预计到2026年将超过2000万英镑。公司将利用此轮投资，通过搬迁至新工厂将产能提升一倍以上，加强其高级管理团队，并拓展至相邻 的有机品类，包括汤品、高汤和肉汁。（FoodBev Media） 小编评： 近日，利乐公司收购了位于拉脱维亚的生物反应器公司Bioreactors.net，该公司拥有近30年生物反应器系统设计和制造经验。 Bioreactors.net 成立于1996年，专注于为新型食品领域提供生物质发酵和精密发酵解决方案，其系统能够生产多种蛋白质和其他 ...

Core Insights - Bayer Crop Science is leveraging the China International Import Expo (CIIE) as a significant platform to showcase innovations and deepen local collaborations, presenting 7 "China debuts" and 8 "CIIE debuts" this year [1][2] - The company sees great potential in China's agricultural market, particularly in the biotechnology corn seed sector, which is expected to further unlock market value and opportunities [1][2] Group 1: Innovation and Product Development - Bayer is committed to enhancing agricultural productivity through innovation, addressing challenges such as soil issues and pest outbreaks driven by climate change [1][7] - The company has established a supply chain in China, including a production center in Hangzhou and an innovation center in Danyang, to support localized and customized agricultural solutions [3] - Bayer's CropKey initiative utilizes AI and computational modeling to accelerate the development of crop protection products, aiming to introduce ten major innovative products in the next decade [6] Group 2: Market Environment and Policy - The Chinese government is actively improving the business environment for foreign enterprises, which is beneficial for companies like Bayer, as highlighted by recent engagements with agricultural authorities [4] - The implementation of the new Seed Law in 2022 has strengthened variety rights protection, fostering a more conducive environment for seed industry innovation [4][5] - Bayer anticipates further enhancements in intellectual property protection within the seed sector, which is crucial for industry growth and innovation [4] Group 3: Challenges and Opportunities - The agricultural sector in China faces the dual challenge of ensuring food security while pursuing sustainable development, which presents both risks and opportunities for innovation [7][8] - There is a growing demand from farmers for specialized and customized solutions, alongside increasing consumer expectations for the quality and safety of agricultural products [8] - Bayer aims to support the cultivation of new agricultural productivity through product innovation and local partnerships, focusing on enhancing farmers' resilience and profitability [8]

Core Insights - Bayer Crop Science is leveraging the China International Import Expo (CIIE) as a significant platform to showcase innovations and deepen local collaborations, presenting 7 "China premieres" and 8 "CIIE premieres" this year [1][2] - The company emphasizes the importance of agricultural technology in addressing challenges posed by climate change and soil issues, driving the industry towards innovation and sustainable development [1][7] - Bayer sees substantial market potential in China's agricultural sector, particularly in the biotechnology corn seed market, which is expected to further unlock value and opportunities [2][5] Company Strategy - Bayer has established a comprehensive supply chain in China, including a production supply center in Hangzhou and an innovation center in Danyang, to support localized and customized agricultural needs [3] - The Hangzhou supply center, with an investment exceeding 300 million RMB, is set to enhance the distribution of Bayer's innovative agricultural products across China and Asia [3] - Bayer's joint venture, Zhongzhong International Seed Co., has invested significantly in local corn seed research and development, with an average annual R&D investment of nearly 15% of sales over the past 20 years [3] Market Environment - The Chinese government is actively improving the business environment for foreign enterprises, as evidenced by recent engagements between Bayer's global leadership and Chinese agricultural authorities [4] - The new Seed Law implemented in 2022 aims to strengthen variety rights protection, which is expected to foster innovation in the seed industry [4] - Bayer anticipates further enhancements in intellectual property protection within the seed sector, which will support the overall innovation ecosystem [4] Technological Innovation - Bayer is utilizing AI and computational modeling to accelerate the development of crop protection products, significantly shortening the R&D cycle [6] - The company plans to introduce ten major innovative products over the next decade, focusing on increasing yields while promoting environmental sustainability [6][8] - The integration of digital technologies in agriculture is expected to meet the growing demand for specialized and customized solutions from farmers [8] Industry Challenges and Opportunities - The agricultural sector faces dual pressures of ensuring food security and achieving sustainable development, presenting both challenges and opportunities for innovation [7][8] - The demand for high-quality, safe agricultural products is rising, prompting a shift towards efficient, low-toxicity crop protection solutions [8] - Bayer aims to support farmers in enhancing their resilience and productivity through innovative products and local partnerships, aligning with the vision of promoting regenerative agriculture [8]

Core Insights - Bayer has participated in the China International Import Expo (CIIE) for eight consecutive years, leveraging the event's spillover effects to accelerate innovation and deepen cooperation in the Chinese market [1][4] - The company has witnessed significant achievements, including over 50 product debuts and nearly 40 important contracts signed with various partners, enhancing collaboration in technology and innovation [1][3] Group 1: Investment and Market Environment - Bayer views China as a vital pillar in its global strategy, emphasizing that investing in China equates to investing in the future [4] - The continuous improvement of the business environment and intellectual property protection in China has positively influenced Bayer's strategic layout in the country [1][2] Group 2: Product Development and Innovation - In the prescription drug sector, China is enhancing its patent protection system, encouraging research and development of innovative drugs [3] - Bayer has launched over 10 new consumer health products in recent years, focusing on areas such as digestive health, skin health, and nutritional supplements [3] Group 3: Future Plans and Collaborations - Bayer is set to open the "Bayer Yizhuang Open Innovation Center" and has deepened research collaborations with top Chinese universities, completing over 100 research projects with Tsinghua University and Peking University [4] - The "Bayer Health Consumer Products China Innovation Cooperation Center" will be inaugurated in October 2024 in Shanghai, aiming to foster reliable health solutions through integrated innovation [4] Group 4: CIIE Participation Highlights - At the eighth CIIE, Bayer's exhibition area covered 800 square meters, showcasing 26 highlight products, including 5 global debuts and 8 China debuts [6] - Bayer aims to continue its commitment to open cooperation, focusing on sustainable high-quality development in healthcare and agricultural technology [6]

Core Insights - Bayer views the China International Import Expo (CIIE) as a strategic platform for integrating into the Chinese economy and sharing development opportunities, highlighting its role as a catalyst for innovation and local collaboration [4][6] - The company has showcased over 50 first-time exhibits and secured nearly 40 significant contracts at the CIIE over the past seven years, demonstrating its commitment to the Chinese market [4][6] Group 1: CIIE Participation and Product Highlights - Bayer will present 26 highlight products at the 2025 CIIE, including 5 global debuts, 8 China debuts, and 13 first-time exhibits at the expo [5] - Notable products include the newly approved Eylea® 8mg for treating nAMD, which extends treatment intervals to four months, and the upgraded Bepanthen® B5 cream, providing triple protection for up to 16 hours [5] Group 2: Investment and Business Development in China - Bayer has experienced significant improvements in China's business environment, enhancing investment confidence and stability, making China a crucial strategic pillar for the company [6] - The company has made multiple breakthroughs in various sectors, including 19 innovative drugs approved and a new health consumer products center under construction with an investment of 750 million yuan, expected to be operational by 2028 [6][7] Group 3: Focus on Innovation and Sustainability - Bayer recognizes China's potential for innovation, transitioning from a follower to a source of biopharmaceutical innovation, supported by government initiatives and a vibrant R&D ecosystem [8] - The company plans to focus on digital solutions in healthcare, integrated product-service ecosystems in consumer health, and regenerative agriculture technologies in crop science [8]

Core Insights - Brazil is witnessing a rise in regenerative agriculture, leveraging new technologies to combat climate change [1][3] Group 1: Regenerative Agriculture Practices - The Vick sisters' farm, Estância, is part of Bayer's global regenerative agriculture initiative, focusing on sustainable practices [1] - Key practices include integrated pest management, digital agriculture, soil improvement, and water conservation [3] - The sisters emphasize a philosophy of "modern technology, following natural laws, and allowing land to rest," with 20% of their farm area left fallow each year [3] Group 2: Agricultural Performance and Data - The farm has maintained a stable soybean yield of approximately 4,000 kg per hectare, which is about 25% higher than the regional average [3] - Despite facing severe weather conditions, the farm's soybean and corn yields have consistently exceeded the regional average by around 25% over the past three years [3] - The Brazilian Ministry of Agriculture has released a "Sustainable Regenerative Agriculture Standards" report, which includes 124 indicators across various dimensions [5] Group 3: Collaboration and Research - The farm collaborates with several universities to establish research bases focused on soil biodiversity and the benefits of various organisms [5] - Bayer's carbon footprint analysis tool was utilized to assess the carbon emissions of 11 soybean fields, yielding promising results [5] - A significant 91% of Brazilian farmers are willing to adopt new technologies to address climate change, indicating a strong interest in regenerative practices [5]

Core Viewpoint - The article highlights the benefits and advancements of regenerative agriculture in Brazil, particularly at the Estância Farm, showcasing its role in sustainable farming practices and carbon footprint reduction [2][5][8]. Group 1: Regenerative Agriculture Practices - The Estância Farm, covering 1,100 hectares, has implemented regenerative agriculture management practices, enhancing production stability and land resilience [2][4]. - The farm participates in Bayer's global regenerative agriculture program, promoting core principles and advanced technologies [2][4]. - The farm employs cover crops, which are not harvested but integrated into the soil to improve soil quality and nutrient cycling [2][4]. Group 2: Production and Yield - Over the past five years, the farm's soybean yield has remained stable at approximately 4,000 kilograms per hectare, exceeding the regional average by about 25% [4]. - Despite challenges from extreme weather conditions, the farm's production has remained relatively stable, demonstrating the resilience provided by regenerative agriculture [4]. Group 3: Carbon Footprint and Sustainability - In the 2024/2025 harvest season, the average carbon footprint for soybeans produced at the farm is 616.4 kilograms of CO2 equivalent per ton, which is 60% lower than the national average of 1,526 kilograms [5]. - The carbon footprint for corn is 751.7 kilograms of CO2 equivalent per ton, 46% lower than the national average [5]. - Bayer's carbon business development coordinator emphasizes the use of a carbon emissions calculation tool to encourage farmers to adopt practices that further reduce carbon emissions [6]. Group 4: Market Opportunities - The farm currently exports 95% of its soybean production to China, indicating a significant market opportunity driven by China's demand for green and sustainable agriculture [6]. - The upcoming 30th UN Climate Change Conference in Brazil is expected to elevate discussions on sustainable development and environmental protection, creating new opportunities for regenerative agriculture [8]. Group 5: Adoption and Standards - Brazilian farmers have shown a high acceptance of sustainable agricultural practices, with an average adoption of 9.8 regenerative agriculture methods, surpassing the global average of 6.6 [9]. - A report from the Brazilian Sustainable Development Business Council indicates that Brazilian agricultural operators are beginning to implement regenerative agriculture, achieving significant results across various production chain segments [10].

Investment Dynamics - Finnish startup Perfat Technologies raised 20.879 million RMB in Series A funding, led by Newtree Impact and Beyond Impact. The company has developed a plant oil conversion technology that transforms liquid oils into solid functional fats, reducing fat content by 80% and calories by 30% compared to traditional fats, while adding dietary fiber [3] - McDonald's plans to invest 200 million USD (approximately 1.4 billion RMB) in regenerative agriculture practices across U.S. ranches over the next seven years, covering 4 million acres across 38 states. This is the largest investment by McDonald's in the U.S. to support regenerative agriculture [5] - M Stand acquired Shanghai restaurant brand RAC BAR, which was established in 2017 and operates several locations in Shanghai. The acquisition allows RAC BAR to maintain independent operations at its original location [8][9] - Regal Food, a UK baking manufacturer, acquired soft drink brand Suncrest, known for its tropical fruit-flavored beverages. This acquisition aims to expand Regal Food's beverage product portfolio and create new growth opportunities in the UK and international markets [10][12] - Saks Global is negotiating to sell 49% of its luxury department store Bergdorf Goodman for approximately 1 billion USD. The sale could help stabilize Saks Global's financial situation, which is burdened by over 4 billion USD in debt [13][15] - Winland Foods and La Doria merged to create a new food manufacturing entity valued at 4 billion USD, named Windoria. The merger aims to enhance product offerings and strengthen the supply chain for retailers and food distributors globally [18] - SPC has reached a cooperation agreement with Fonterra to produce Fonterra brand products at its Carrum Downs factory for overseas markets. This partnership is expected to enhance the flexibility of regional supply chains in the dairy processing sector [21] - Nayuki Tea launched a pop-up store in Flushing, New York, attracting significant foot traffic in a Chinese community area. The store's location is strategically chosen due to lower rental costs compared to Manhattan and the presence of other Chinese tea brands [23] - Jean-Marc Bellaiche, former CEO of Printemps, will become the CEO of Sani/Ikos Group, a resort operator, starting January 1. His transition reflects a trend of fashion industry leaders moving into the hospitality sector [24] - Hema announced a major organizational restructuring, with CEO Yan Xiaolei also taking on the role of Chief Merchandise Officer (CMO) to enhance product development and supply chain management, aiming to strengthen Hema's competitive position in the fresh and instant retail market [28]

Core Insights - The forum discussed the exploration and core challenges of leading enterprises in the green transformation of supply chains, industrial chains, and value chains [1] - The emphasis is on how to turn consumers' green choices into sustainable lifestyles and collective practices among enterprises [1] Group 1: Supply Chain and Sustainability - The supply chain is extensive, covering everything from ingredient cultivation to waste management, with upstream agriculture being a significant challenge for carbon reduction [1] - McDonald's is actively exploring the concept of regenerative agriculture to maintain food quality while reducing environmental pollution [1] - Mars Asia Pacific highlighted that only 5% to 10% of food packaging in China is truly recyclable, indicating a bottleneck in the recycling system [1] Group 2: Technological Innovations and Practices - Mars has invested over $100 million in R&D to improve packaging recycling issues, transitioning MM chocolate beans to paper packaging [2] - McDonald's implemented a data collection system to monitor electricity usage, leading to nearly double-digit energy savings and effective emissions reduction [2] - Huazhu Group adopted modular design in its latest hotel version, achieving a 15% cost reduction, 30% shorter construction time, and 40% less construction waste [2] Group 3: Consumer Engagement and ESG Initiatives - Transforming corporate green commitments into consumer understanding and action is crucial for completing the green loop [3] - Huazhu launched a "Green Stay" product on its app, encouraging guests to bring their own toiletries and opt for no cleaning, rewarding them with green points [3] - The initiative has been well-received, particularly among younger guests who actively embrace ESG initiatives [3]