"秋吃白，冬吃黑"，把黑芝麻（000716）、黑桑葚等食材融入新茶饮，加入酸奶、活菌，就成为年轻人 青睐的朋克"养生水"；这届脆皮年轻人还喜欢各种"新中式"养生速食，五指毛桃汤圆、六黑粉、加入姜 黄、肉桂等食材的四物蛋糕、黄精玉竹轻养冲泡粥……随着年关将至、寒假临近，亲友聚会需求攀升， 新茶饮、新零售商超的各种养生食材纷纷上新，近日刚刚发布的《2025年百城"盒区房"消费力报告》也 显示，健康与品质需求全面觉醒，在乎食材的健康与品质在全国范围内已成为确定性趋势。 "秋吃黑"养生的不仅仅是新商超，还有新茶饮纷纷入局。此前茶百道基于经典款"豆乳玉麒麟"延展融 入"五黑"食材、上新的适合冬季饮用的"豆乳黑麒麟"，上市首日销量就近20万杯，而最近刚刚回归 的"活菌·桑葚酸奶昔"和"乌漆嘛黑"两款黑桑葚系列饮品，首日销量也达到近20万杯。茶百道相关负责 人告诉记者，此次桑葚原料用量是去年的1.5倍，直采汕头优质产区桑葚，因为这是极难储存的"短 保"鲜果，还对冷链配送进行提速，仓库至门店的配送时效缩短至24小时。 这届年轻人的养生消费观，正在吸引更多商家纷纷入局开卷养生系列，在南京一家电商机构上班的小林 表示，自己加班到 ...

腊月将至，年货市场早已热闹起来。与往年烟酒糖茶、高端礼盒唱主角不同，今年春节消费市场正迎来 一场深刻变革——"健康"成为新年货的核心关键词。国际知名市场研究机构英敏特(Mintel)最新发布的 《2026年中国春节消费洞察前瞻》报告显示，58%的消费者将健康关怀列为春节礼赠的首要考量，体面 因素退居次要。这标志着春节消费逻辑已发生转变——从注重外在形式的"面子消费"，全面转向注重内 在实用价值的"里子消费"，健康已成为年货清单上当之无愧的"硬通货"。在此背景下，以岭健康科技旗 下多款药食同源植物饮料，凭借现代科学技术+中医组方特色，精准契合节日健康场景，正成为消费者 青睐的健康年货新选择。 从传统烟酒糖茶到精准健康好物，年货的迭代深刻折射出国民健康生活理念的升级。当健康成为新年货 的核心内核，以津力旺饮料为代表的健康产品，正以其严谨的科学基础和精准的场景价值，引领春节消 费新风尚。这个春节，选择健康产品，不仅是选择一份新颖的年货，更是为挚爱亲朋送上一份看得见的 健康关怀，共同开启一个更安康、更具活力的新年。 节日团聚场景下的高频油腻饮食，催生了多元健康饮品需求，其中糖友及控糖人群的饮品选择难题尤为 突出，以岭 ...

证券日报网讯1月6日，寿仙谷（603896）在互动平台回答投资者提问时表示，未来公司将继续深耕药食 同源领域，通过产品创新与渠道拓展，持续提升品牌全国影响力，为投资者创造长期价值。 ...

近期，唐心食品获全球领先的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)授予 的"中国荔枝酥首创者"市场地位确认。 当糕点遇上"新中式美学" 近年来，中国糕点行业正经历着深刻的结构性变革。据艾媒咨询发布的《2025-2030年中国商用烘焙设 备行业发展白皮书》显示，2025年中国烘焙食品零售市场规模达6621.5亿元，同比增长8.4%。随着人均 消费水平的增长，以及餐饮消费结构调整，中国烘焙食品零售市场将持续扩容，预计2029年市场规模将 达8595.6亿元。中国烘焙食品行业细分市场潜力巨大，随着自媒体的不断发展，各类网红探店、KOL推 荐等促使中式糕点、新中式糕点成为新热点，发展势头强劲。 另一方面，地域文化赋能成为产品差异化的关键。在地文化IP与食品的结合，让糕点不再只是零食，而 是成为可品尝、可收藏、可分享的文化载体，带有家乡记忆和地域特色的产品，更能触动消费者的情感 共鸣，成为连接人与地方、传统与现代的味觉纽带。 岭南地区作为中国糕点文化的重要发源地之一，其糕点产业在这场变革中展现出独特的活力。粤式糕点 工艺的精髓——讲究原料本味、注重时令搭配、工艺繁复细腻——正与现代 ...

长河又一岁，岁月启新程。 时间的河流越过2025的山高水阔，向着2026奔涌而来，百转千回又一往无前，亦同我们所处的这个时 代。 刚刚过去的这一年，是个充满挑战和转折的年份：依旧波谲云诡的世界局势，在国际力量对比中加速调 整，一种前所未有的秩序变革被加速构建；处于"爬坡过坎"关键阶段的中国经济，在外部冲击的巨大变 数与需求收缩、供给冲击、预期转弱三重压力下，以强劲韧性应对腾挪、完成迭代。 历史变化的瞬间，重塑格局的当下，我们个体的感受是一些边界被破除，一些规则在建立，一些共识正 形成。 你看，世事在变迁，利益在重组，立场在割席，价值在失序，但与此同时，在我们所处的这片土地，政 策在加速出台、改革在深层推进、民生在持续改善…… 加速剧变的时代，从未有过的疑惑，"是冬天也是春天"的乳业现实……在刚刚过去的一年里，无不指向 着那个终极命题：该怎么过好当下，又当如何铸就未来？ "是冬天"，是因为我们与中国乳业行业的大多数企业一样，面临着"整体消费下行、原料成本大幅上 涨、企业增长数据放缓"的挑战。 但同时"也是春天"："大健康"战略持续推进、扩内需政策继续释放，客户对羊奶认知度明显提升、整个 羊奶市场需求依然强劲，这 ...

Core Insights - The report highlights the resilience and vitality of the Chinese consumer market amidst global economic slowdown and uncertainty, indicating a shift from being the "world's factory" to a global leader in innovation and trends [1][5] - The concept of "new consumption" is redefined, driven by digital technology, online-offline integration, and new consumer relationships based on social networks, emphasizing digitalization, personalization, socialization, and quality [2][5] Market Overview - China's consumption structure is transitioning from material-based to service-oriented, with rapid growth in service consumption expenditures becoming a new engine for market growth [1][5] - Government policies are aimed at boosting consumption and expanding domestic demand through income distribution reforms and enhanced social security [1][5] Industry Insights - The restaurant industry is experiencing structural adjustments with increased chain rates and the rise of "satellite stores" due to the importance of delivery channels [3] - In the food and beverage sector, health and emotional value are key themes, with consumers becoming more rational about ingredient research and emotional value driving purchasing decisions [3] - The retail sector is facing disruption from "hard discount" models, while immersive experiences and business model integration are crucial for attracting foot traffic [3] - The consumer electronics industry is leveraging AI advancements, with rapid growth in AI smartphone penetration and the AI toy market driven by lower technology costs and educational upgrades [3] Brand Strategy - New consumption brands must focus on "adaptability" and "community" to enhance operational resilience and build deep relationships with consumers based on shared values [2][5] - The report introduces the "VIG Compass" brand strength evaluation model, assessing brands across three dimensions: brand voice, core strength, and growth potential [4][30] Future Outlook - The Chinese new consumption market is characterized by a continuous reshaping of rules, with growth logic shifting from external dividends to internal innovation and value creation [5] - Future winners will be those brands that deeply understand and integrate into local cultural dynamics while optimizing operational efficiency and establishing emotional connections with users [5]

精准营养与智慧创新 掘金婴童营养食品新蓝海 婴童营养食品蓝海市场 © Ipsos 2025 2 我们正处在一个"科学育儿"理念深入人心、消 费者需求日益精细化的时代。 对于1-6岁的婴童，他们正处于生长发育的黄金时 期，家长们对他们营养健康的关注达到了前所未 有的高度。这不仅催生了一个巨大的蓝海市场， 也对我们从业者提出了更高的创新要求。 © Ipsos 2025 3 庞大的儿童人口基数和持续的消费升级浪潮，共同构筑了婴童营养食 品市场的坚实底座 全球范围内，健康消费已成为主流。聚焦中国市场，增长势 头强劲，随着消费者健康意识的提升，"银发一族"和"年 轻一代"是行业增长的主要驱动人群。而我们今天关注的焦 点——幼童保健食品，正是这股浪潮中最具活力的分支之一。 中国婴幼儿营养品行业市场规模从2015年的867亿元增长至2023年的 1567.8亿元，年复合增长率为7.69%，2024年中国婴幼儿营养品行业 市场规模约为1688.3亿元。并预计在今年（2025年）轻松突破1800亿 元大关 。幼童保健食品赛道，正处在一个高速扩张的黄金发展期， 增长速度远超传统消费品类。 - 200 400 600 800 1, ...

Group 1 - The beverage market is experiencing a surge in demand for turmeric drinks, particularly among young consumers, despite taste complaints and high sugar content [3] - The health and wellness trend is gaining traction among young people, with a significant increase in health-related consumption, particularly in the "healthcare and wellness" sector [4] - The approval of elderberry anthocyanins as a new food ingredient in China marks a significant opportunity in the functional food market, with a projected global market size of $960 million by 2027 [5] Group 2 - The 2025 Probiotic Industry White Paper highlights the rapid growth of the probiotic market in China, with an expected annual growth rate of 11%-12% [6] - The food and beverage sector is anticipated to gradually recover, supported by government initiatives to promote consumption and the integration of various consumption scenarios [9] - The classic beverage iced tea has seen a resurgence in popularity, with sales reaching 12.7 billion yuan, driven by nostalgia and innovative marketing strategies [10] Group 3 - The plant-based market is facing challenges, with major brands like Beyond Meat withdrawing from China due to high prices and poor taste, indicating a need for product improvement [12] - The beverage industry is entering a price war, with major brands signaling price reductions, which may impact profit margins across the supply chain [13] - The low glycemic index (GI) food market is rapidly expanding, with a projected market size of 176.2 billion yuan by 2024, driven by health trends and rising diabetes rates [14] Group 4 - Beer companies are diversifying into the beverage sector as the beer market slows, reflecting a trend of cross-industry expansion [15] - The self-service dining model is gaining popularity in the restaurant industry, with significant growth in the small hot pot segment, driven by cost-effectiveness [17] - The trend of cross-industry collaboration in the food and beverage sector is evident, with brands like Mixue Ice City testing breakfast offerings to expand consumer engagement [18] Group 5 - The beverage market is witnessing structural growth opportunities, particularly in niche segments that cater to specific consumer needs [19] - Innovative product forms and visual appeal are becoming key drivers in the beverage industry, as brands seek to differentiate themselves in a crowded market [21] - The competition among food delivery platforms is intensifying, with major players adjusting strategies to focus on operational efficiency rather than solely on price competition [22] Group 6 - New product launches in the food and beverage sector include innovative items like sugar-free Oreos and functional non-alcoholic beers, reflecting changing consumer preferences [23][24] - Companies like Kunlun Mountain Mineral Water are expanding their market presence through strategic partnerships, aiming to enhance brand visibility and market reach [25] - Jiahua Foods is facing challenges in its transition to consumer branding, with rising costs impacting profitability despite slight revenue growth [26]

Core Insights - Zhongjing Foods has officially launched new products featuring American ginseng, including concentrated liquid and tea, marking its entry into the health food sector with a clear focus on core nutritional content [1][3] - The company aims to explore strategic expansion into the health food market, leveraging its traditional Chinese medicine background while facing challenges such as market acceptance and competition in the health food category [1][3] Product Launch - The new American ginseng products are designed to provide a reliable modern health solution, with each product containing 100 milligrams of ginsenosides [3] - The products are currently available online at promotional prices of 9.9 yuan, with regular prices ranging from 79 to 199 yuan [3] - Initial sales data indicates low consumer engagement, with multiple product links showing "0 purchases" on platforms like Tmall and JD [3] Market Trends - Over 70% of consumers aged 18-35 are willing to pay a premium for foods with specific health benefits, driving rapid growth in the health food market [4] - The Chinese health food market is projected to reach 1.2 trillion yuan by 2025, with a year-on-year growth rate of 16.8% [4] - The American ginseng market has surpassed 28 billion yuan in 2023, but faces challenges such as a low average repurchase rate of 12% and high marketing costs accounting for 35% of sales [4] Company Performance - Zhongjing Foods' core condiment business is under pressure, with 2022 sales of its flagship mushroom sauce reaching 324 million yuan, maintaining the top position in its category [5] - The company has experienced a slowdown in revenue growth, with projected revenues of 994 million yuan and 1.098 billion yuan for 2023 and 2024, respectively, reflecting a decline in growth rates [6] - The company is facing a dilemma of increasing revenue without corresponding profit growth, with a reported revenue decline of 1.56% in the first three quarters of the year [6] Strategic Recommendations - Experts suggest that Zhongjing Foods should adopt a "single focus, multiple brands" strategy to solidify its market position while exploring new health food categories [6] - The company is encouraged to leverage its "Chinese medicine gene" and technological capabilities to differentiate its products from competitors [7] - Emphasizing the unique features of the new American ginseng products and utilizing online marketing strategies could help improve brand awareness and consumer perception [8]

Core Insights - Zhongjing Food has officially launched its new products, concentrated ginseng liquid and ginseng tea, which contain 100mg of ginsenosides per bag, marking the first health drink with clearly defined core nutritional components [2][3] - The company is expanding into the health food sector amid pressure on its main condiment business, leveraging its strong traditional Chinese medicine background [2][3][8] Product Launch - The new ginseng products are designed to provide consumers with a reliable modern dietary solution and are currently available on online platforms, with offline channels still being developed [3] - The introductory price for both products is set at 9.9 yuan, while regular prices range from 79 yuan to 199 yuan [3] - Initial sales data shows low consumer engagement, with multiple product links on Tmall and JD indicating "0 purchases" [3] Market Trends - Over 70% of consumers aged 18-35 are willing to pay a premium for foods with specific health benefits, driving rapid growth in the health food market, which is projected to reach 1.2 trillion yuan by 2025, with a year-on-year growth of 16.8% [4] - Ginseng is a popular ingredient in this sector, and the National Health Commission has included it in the list of food-medicine homologous products [4] Challenges - The market currently offers ginseng primarily in traditional forms such as slices, powders, and capsules, which may lead to consumer skepticism regarding the new concentrated liquid and tea formats [4] - Zhongjing Food's condiment business is facing growth pressures, with sales of its flagship mushroom sauce reaching 324 million yuan in 2022, but new product launches have not replicated this success [5][6] Financial Performance - The company's revenue growth has slowed, with projected revenues of 999.4 million yuan and 1.098 billion yuan for 2023 and 2024, respectively, showing a decline in growth rate from 12.77% to 10.4% [6] - In the first three quarters of 2025, revenue decreased by 1.56% to 826 million yuan, while net profit increased by 3.18% to 154 million yuan [6] Strategic Recommendations - To overcome growth bottlenecks, Zhongjing Food should adopt a "single focus, multiple brands" strategy, maintaining its market position in mushroom sauce while expanding into health sectors with differentiated branding [7] - The company should leverage its "Chinese medicine gene" and technical expertise from its controlling shareholder to create unique products that stand out in the market [8] - Emphasizing the clear nutritional benefits and convenience of the new ginseng products through online marketing and offline experiences can help shift consumer perceptions and expand market reach [9]