内地市场驱动业绩增长 管理层称未来不再降价 从收入来看，维他奶2025财年仅增长1%，主要原因是核心产品在中国内地录得增长，及香港业务保持 稳健。具体来看，内地业务全年增长1%，上半年持平，下半年增长2%。 利润方面，由于降本增效等举措，维他奶2025财年的净利实现翻倍增长，其中，内地业务经营溢利上升 41%，香港业务经营溢利增长24%。 维他奶国际集团有限公司执行主席罗友礼在业绩发布会上表示："于2024/2025财政年度，集团观察到大 众的消费模式改变，明显地对价格日趋敏感。在未来一年，地缘政治局势加剧所造成的间接影响以及我 们在植物奶及即饮茶产品类别增长放缓所造成的直接影响，或为业务带来短期挑战。然而长远而言，集 团坚信自身实力，致力逐步提升收入及盈利能力。" 南都湾财社记者此前报道过，中国内地饮料市场近年来有不少新趋势，其中一大明显变化是消费者对于 价格的敏感度提升，不少品牌选择以价换量。为顺应市场趋势，维他奶调整了维他柠檬茶的价格策略， 在过去一两年中价格促销增多。 但在这次业绩说明会上，罗友礼表示未来在内地市场不会再降价，称过去下半年在内地市场，柠檬茶降 幅约10%～15%，定价已具备竞争力。 6 ...

Core Viewpoint - The article emphasizes the growing importance of plant-based proteins in modern diets, highlighting their role in promoting health and environmental sustainability [3][4]. Industry Insights - China is a major player in the oilseed planting, processing, and consumption sectors, with technological innovations potentially increasing raw material utilization by over 20 times [3]. - Plant proteins are seen as a key solution to meet future protein demands and to reduce agricultural carbon emissions, aligning with China's dual carbon goals [3][4]. Technological Advancements - The production process of plant-based foods is more environmentally sustainable, reducing land use and water consumption [4]. - Significant breakthroughs have been made in peanut protein processing, with a focus on enhancing the value of peanut protein, which is currently underutilized [4]. - The development of high solubility plant protein powders and new plant-based cream products has been achieved, with applications in various food products like ice cream [4]. Future Directions - Future breakthroughs in plant protein are expected in four key technological areas: green extraction, functional modification, texture reconstruction, and nutritional enhancement [4]. - High moisture extrusion and 3D printing technologies are anticipated to drive explosive growth in plant-based meat, egg, and dairy products [4]. International Collaboration - The team has engaged in frequent collaborations with research institutions in Europe, Central Asia, and Africa, focusing on demand-driven solutions [5]. - A global scientific initiative for peanut quality evaluation has been launched, enhancing China's influence in the global peanut industry [5]. Research and Development Focus - The choice to focus on plant protein processing is driven by national strategies and industry needs, with a strong emphasis on technological innovation [6]. - The integration of basic research and industrial application is crucial for sustainable development in the plant protein sector [6].

近年来，"减肥"从个人的"小目标"逐渐上升成为了公共健康的"大命题"。 国家卫生健康委面向公众发布的《体重管理指导原则（2024年版）》指出，有研究预测，如果得不到有效遏制， 2030年我国成人超重肥胖率将达到70.5%，儿童超重肥胖率将达到31.8%。 随着肥胖、超重等健康问题日益凸显，国家卫健委持续推进"体重管理年"三年行动计划，普及健康生活方式。今 年的全民营养周活动也围绕"吃动平衡 健康体重 全民行动"主题展开，旨在强调能量平衡，并结合我国居民不同年 龄段的食物消费存在的问题、体重控制常见误区等，推进合理膳食行动，包括鼓励蔬菜、水果和全谷物的摄入， 倡导"增豆、加奶""读懂营养标签""科学运动"以及"用水产品代替部分畜肉类食品"等关键健康策略，推动全社会建 立科学合理的体重管理理念和可持续的饮食方式。 体重变化也遵循"能量守恒" 《2025年世界肥胖报告》显示，全球超重和肥胖率持续攀升。根据当前趋势，到2030年，高BMI将影响近30亿成 人（约占全球成年人口50%）。此外，肥胖不仅是外形上的问题，也是多种健康问题的重要诱因之一。 近年来，"控卡减脂"话题持续走热，各种断食法、抗糖饮食、抗炎食谱层出不 ...

Beyond Meat (BYND) FY 2025 Annual General Meeting May 20, 2025 11:00 AM ET Speaker0 Good morning. It is now 8AM Pacific Time and I would like to call the meeting to order. I'm Seth Goldman, Chair of the Board of Directors of Beyond Meat Inc. And it is my privilege to welcome you to our twenty twenty five Annual Meeting of Stockholders. Thank you for joining us. We believe that holding the Annual Meeting virtually helps expand access, facilitate stockholder attendance, and reduce costs and the environmental ...

仅一家营收增长 过去一年，植物蛋白饮料上市"四巨头"的成绩单半忧半喜。 2024年报告期内，拥有"六个核桃"等知名品牌的养元饮品实现营业收入约为60.58亿元，同比下降1.69%；实现归母净利润约为17.22 亿元，同比增长17.35%。拥有"维维豆奶"和"天山雪牛奶"两个品牌的维维股份实现营业收入约为36.56亿元，同比下降9.4%；实现归 母净利润约为4.11亿元，同比增长96.26%。以"露露杏仁露"为大单品的承德露露实现营业收入约为32.87亿元，同比增长11.26%；实 现归母净利润约为6.66亿元，同比增长4.41%。水果罐头和椰子水"两条腿"走路的欢乐家实现营业收入约为18.55亿元，同比下降 3.53%；实现归母净利润约为1.47亿元，同比下降47.06%。 对于植物蛋白饮料上市"四巨头"去年的业绩表现，中国食品产业分析师朱丹蓬向北京商报记者分析，"在整个中国饮料行业里，每年 都有不同的明星和风口品类，蚕食其他品类的增长。近年来随着无糖茶、椰子水的兴起，对于植物饮料市场份额的蚕食非常明显"。 具体来看，养元饮品增利不增收，主要是核桃乳和其他植物饮料两个产品类别下滑。植物蛋白饮料受淡旺季影响非常 ...