证券日报网讯1月8日，双汇发展（000895）在互动平台回答投资者提问时表示，公司禽肉产品将围绕营 养健康、特色风味等概念，针对直播电商、社区团购、餐饮等新渠道特点，加强开发气调装等小包装生 鲜品，形式多样、特色风味的鸡调理品、预制品，打造生熟结合、更具竞争力的产品组合，更好地满足 年轻群体营养、健康、便捷、美味等多重需求。 ...

来源：中国疾控中心 掌握4个核心原则，营养健康吃饺子和汤圆~ 北方流传着"冬至不端饺子碗，冻掉耳朵没人管"的俗话。饺子形似元宝，象征招财进宝，在食材搭配上 更暗藏玄机： 小麦面皮提供碳水化合物作为能量基础，饺子馅多采用"肉+菜"模式，其中瘦肉、鸡蛋是优质蛋白的良 好来源；瘦肉还是血红素铁的良好来源；韭菜、茴香等深色蔬菜则富含β-胡萝卜素与膳食纤维等多种营 养素；蒸煮的烹饪方式更能最大程度保留营养，堪称典型的平衡膳食范例。酸菜猪肉饺子更是巧妙搭 配，乳酸菌发酵的酸菜可促进消化，五花肉的滋味能中和酸味，实现口感与营养的双重契合。 南方则盛行"冬至吃汤圆，美满又团圆"。糯米制成的汤圆软糯香甜，寓意团圆美满。 "天时人事日相催，冬至阳生春又来。"冬至自古便是中国人心中的重要节点。周朝时已有"以冬日至， 致天神人鬼"的祭祀传统，汉代起成为正式节日，唐宋时期盛极一时，至今仍流传着"冬至大如年"的民 谚。这天北半球白昼最短、黑夜最长，古人顺应"闭藏"之性，将饮食调养融入节日习俗，既承载着团圆 期盼，更暗藏着顺应天时的营养科学。 糯米富含碳水化合物、磷、钾、镁等营养成分。喜食汤圆的南方人会在汤中加入酒酿、红枣、枸杞等食 材， ...

Core Insights - The establishment of the "CIFST-SIRIO Nutrition, Health & Food Technology Innovation Fund" aims to support cutting-edge research in the nutrition and health sector, responding to the industry's shift towards technology and precision [1][4] Group 1: Fund Overview - The fund was jointly established by the Chinese Institute of Food Science and Technology and Xianle Health, focusing on innovative research projects in nutrition and health [1] - The fund will release and approve projects in batches over three years, promoting the development and transformation of advanced technologies in the nutrition and health food sector [4] Group 2: Research Projects - Eleven innovative research projects were selected from various prestigious institutions, focusing on core challenges in the nutrition and health field [1] - The selected projects cover three main directions: - Enhanced delivery of functional factors, focusing on the efficient delivery and stabilization of water-soluble and oil-soluble functional factors [3] - Mechanisms of nutrition and health, exploring the role of next-generation probiotics, Akkermansia (AKK), in gut health, glucose and lipid metabolism, and cognitive improvement [3] - Precision interventions for aging, addressing health needs in an aging society through studies on skin aging and chronic inflammation, integrating natural components with AI screening technology [3] Group 3: Company Background - Xianle Health, established in 1993, is a globally recognized contract development and manufacturing organization (CDMO) in the nutrition and health food sector, providing comprehensive solutions including research, product development, manufacturing, packaging, logistics, and marketing support [5] - The company was listed on the Shenzhen Stock Exchange in 2019, becoming the first A-share listed CDMO in the nutrition and health food industry [5]

Core Insights - The Haikou Nutrition Society has focused on the nutritional health needs of citizens, reflecting a shift from basic dietary needs to a more health-oriented approach [2][3] - The establishment of the society in 2012 marks a significant evolution in public health awareness and the integration of nutrition services into various societal aspects [2][3] - The growth of the youth demographic within the society indicates a broader acceptance and promotion of health concepts across all age groups [2][3] Industry Development - The health industry in Hainan is experiencing new opportunities due to the benefits of the Free Trade Port policy, which allows access to global health technologies and products [2][3] - The Haikou Nutrition Society has partnered with local "farmhouse" businesses to create the "Haikou Nutrition Health Tour," integrating nutrition services into tourism [3] - Talent and brand development are critical for the health industry's growth, with ongoing training programs for public nutritionists and health managers [3] Future Recommendations - Suggestions for future industry development include establishing a nutrition health special fund, creating community dietary nutrition stations, and increasing the frequency of health science lectures [3] - There is a call to support the integration of nutrition services with health tourism and the silver economy, as well as to enhance talent cultivation for industry needs [3] Upcoming Events - The 8th Hainan International Health Industry Expo will take place from December 19 to 22, 2025, in Sanya, serving as a platform for global health industry collaboration [4] - The expo aims to attract health industry enterprises, professionals, and scholars to discuss new trends, technologies, and business models in the health sector [4]

Core Insights - In a steadily recovering domestic consumption market, Shuanghui Development (000895.SZ) reported resilient Q3 results, with revenue of 44.52 billion yuan, a year-on-year increase of 1.2%, and a net profit of 3.96 billion yuan, up 4.1% [1][5] Financial Performance - For Q3 2025, the company achieved a net profit of 1.64 billion yuan, representing a significant year-on-year growth of 8.5%, while the net profit excluding non-recurring items was 1.6 billion yuan, up 10.7% [5][6] - The overall revenue for the first three quarters was stable, with the meat products sector generating 17.99 billion yuan and the slaughtering sector 19.37 billion yuan, alongside 7.3 billion yuan from other businesses [5][6] Sales and Volume Growth - The total external sales volume of meat products reached 2.489 million tons, a year-on-year increase of 5.9%, marking a historical high for the same period [5][6] - In Q3 alone, the external sales volume of meat products was 923,000 tons, reflecting a growth rate significantly above the average for the first three quarters [5][6] Product and Channel Innovation - The fresh pork business saw a 13.4% increase in external sales volume to 1.087 million tons, while the poultry business experienced an 18.4% rise to 285,000 tons, achieving historical highs [6][7] - The company has implemented a specialized sales team reform, leading to a 25.8% increase in new channel sales of meat products, with significant contributions from the snack and e-commerce channels [7] Cost Management and Profitability - The company’s weighted average return on net assets reached 18.5%, an increase of 0.5 percentage points year-on-year, indicating improved asset profitability [6] - Sales expenses rose by 8.7% to 1.57 billion yuan, while management expenses slightly decreased by 1.2% to 950 million yuan, showcasing effective cost control [6] Cash Flow and Future Outlook - The net cash flow from operating activities for the first three quarters was nearly 6 billion yuan, providing a solid foundation for ongoing development and strategic initiatives [8] - For Q4, the management anticipates a decrease in raw material costs but plans to increase market expenditure to boost sales, expecting stable year-on-year profits despite potential declines in per-ton profits [8]

Investment Rating - The report does not explicitly provide an investment rating for the nutrition and health industry Core Insights - The nutrition and health food industry is rapidly growing due to increased consumer health awareness and rising disposable incomes, with a market size projected to grow from 1,038.03 billion RMB in 2019 to 1,376.58 billion RMB in 2024, reflecting a CAGR of 5.81% [9] - The industry is characterized by high gross margins, driven by the combination of fast-moving consumer goods attributes and pharmaceutical barriers, allowing brands to maintain high pricing power [5][10] - The demand for high-quality products is expected to continue growing, leading to an expansion of market share for premium offerings [5] Market Background - Nutrition health foods are categorized into health foods and functional foods, with health foods requiring certification and a "blue hat" mark, while functional foods are managed as regular foods [6] - The industry has evolved from a disorganized state to a regulated one, driven by policy guidance, technological innovation, and demand upgrades [7] - The COVID-19 pandemic has heightened health awareness among younger consumers, leading to a surge in demand for functional foods and beverages [8] Market Status - The market size is expected to grow from 1,444.28 billion RMB in 2025 to 1,821.34 billion RMB in 2029, with a CAGR of 5.97% [9] - The aging population and the rising incidence of chronic diseases are driving consumers to seek preventive health management solutions [9][12] - The market is characterized by a high concentration of top brands, with gross margins for self-owned brands in the nutrition health sector exceeding 45% [10] Market Competition - The competition in the nutrition health food market is fragmented, with many companies focusing on specific niches, leading to a low market concentration [16] - Top companies like Xianle Health and Tongrentang dominate the market due to their significant number of approved health food products [16] - The rise of e-commerce has transformed sales channels, with platforms like Douyin and Kuaishou becoming crucial for consumer education and product sales [17][18] Development Trends - The industry is witnessing diversification in product forms, with innovations in flavors and convenience, such as ready-to-eat formats [31] - Consumer trends indicate a shift towards daily health maintenance, with increasing frequency of product use among consumers [32] - There is a notable difference in advantages and disadvantages for pharmaceutical companies and regular food companies entering the nutrition health market, with pharmaceutical firms benefiting from brand trust and funding, while food companies leverage their customer base and rapid product iteration capabilities [34]

Core Viewpoint - Yuwang Bio-Nutrition Limited has submitted its listing application to the Hong Kong Stock Exchange, aiming to become a global leader in the nutrition and health sector as the largest supplier of food-grade refined fish oil and its products [1][3]. Company Overview - Yuwang Bio-Nutrition is recognized as the largest supplier of food-grade refined fish oil globally, holding a market share of 8.1% based on sales volume for 2024 [3]. - The company is one of the pioneers in China to achieve industrial-scale production of food-grade fish oil and pharmaceutical-grade fish oil [3]. Business Segments - The main business activities of Yuwang Bio-Nutrition include the development, production, and sale of: 1. Refined fish oil 2. Fish oil soft capsules and other dietary supplement products, including CDMO and branded dietary supplements 3. Pharmaceuticals and other products [3]. Revenue and Profitability - The company reported revenues of approximately: - 534.3 million RMB in 2022 - 661.0 million RMB in 2023 - 832.3 million RMB in 2024 - 343.0 million RMB for the six months ending June 30, 2025 [4]. - The net profit and total comprehensive income for the same periods were approximately: - 67.3 million RMB in 2022 - 102.0 million RMB in 2023 - 125.3 million RMB in 2024 - 22.8 million RMB for the six months ending June 30, 2025 [4]. Market Competition - The global fish oil nutrition products industry is highly competitive, with major brands leveraging technological advantages, brand recognition, abundant raw materials, and advanced production techniques to capture significant market shares [3]. - The top five players in the industry are estimated to account for approximately 32.4% of the total global industry revenue in 2024 [3].

Core Viewpoint - Dongying City is actively enhancing food safety and nutrition health initiatives, integrating them into the broader health development strategy, and establishing a collaborative framework involving government, departments, and community participation [3][7]. Group 1: Strengthening Capacity Building - Dongying City Health Commission has developed a food safety risk monitoring plan and implementation scheme, ensuring comprehensive coverage of foodborne disease monitoring across all administrative levels [4]. - Training programs and emergency drills have been conducted to improve the skills of personnel involved in food safety risk monitoring and response to foodborne disease outbreaks [4]. Group 2: Optimizing Business Services - The city is enhancing training for staff involved in food safety enterprise standard filing, ensuring compliance with provincial standards and improving oversight during and after the filing process [5]. - Collaboration with market regulation and agricultural departments is ongoing to promote standard filing and evaluation, with initial pilot projects for digital labeling progressing steadily [5]. Group 3: Strengthening Environmental Support - Dongying City is piloting a continuous nutrition management model that connects hospitals, communities, and families, providing professional nutrition diagnosis and consultation services [6]. - As of now, 12 nutrition workstations have been established, covering 43,594 residents and providing tailored dietary guidance for various demographic groups [6]. Group 4: Deepening Public Awareness - The Health Commission is implementing a linked model of "nutrition intervention + chronic disease prevention + lifestyle management," focusing on key populations and venues for health education [7]. - Dongying City is participating in national and provincial health knowledge awareness surveys, contributing to the promotion of reasonable dietary actions [7].

Core Viewpoint - The National Health Commission emphasizes three key areas to create a safer food safety environment, focusing on risk prevention, health protection, and promoting development [2][3]. Group 1: Risk Prevention - Establish a rigorous and advanced standard system to effectively prevent systemic risks [4]. - Implement a national food safety risk monitoring plan to create a food safety risk map based on the incidence and trends of foodborne diseases [8]. - Guide local authorities to enhance early warning and prevention of seasonal food-related poisoning [8]. Group 2: Health Protection - Utilize risk monitoring and assessment results to conduct targeted public health campaigns, guiding consumers towards healthy and balanced diets [5]. - Promote the National Nutrition Plan and Healthy China initiative, advocating for reduced oil, increased legumes, dairy, and higher intake of fruits, vegetables, whole grains, and seafood to improve public nutrition [6]. Group 3: Development Promotion - Continuously optimize the review of "three new foods" and the management of food and drug substances to support high-quality industry development [9]. - Deepen the management reform of "three new foods," with 51 new items approved this year, supporting innovation in emerging sectors like synthetic biology [11]. - Actively promote health claims for food substances and encourage the development of healthy consumption patterns, while promoting traditional Chinese dietary culture [11].

Core Viewpoint - The event held on September 11, 2023, focuses on enhancing food safety standards and promoting public health through a comprehensive approach involving multiple government departments and initiatives [1][3]. Group 1: Food Safety Standards - The establishment of a rigorous and advanced standard system aims to effectively prevent systemic risks, with a focus on public concerns and industry development needs [3]. - In 2023, 126 national food safety standards, including the "General Principles for Prepackaged Food Labels," were released, bringing the total to 1,725 standards, enhancing coverage and rigor [3]. - The promotion of digital food labels has been initiated, with over a thousand products already utilizing this technology to improve consumer experience [3]. Group 2: Risk Monitoring and Public Awareness - A national food safety risk monitoring plan has been implemented to create a food safety risk map, guiding local authorities in issuing timely risk alerts to the public [4]. - Seasonal food-related poisoning warnings and dietary guidance are being strengthened, with health tips released during key seasonal periods [4]. - The "Healthy Diet, Reasonable Diet" campaign is being promoted, encouraging increased consumption of vegetables, fruits, whole grains, and seafood to improve public nutrition [4]. Group 3: Industry Development - The management reform of "three new foods" has been deepened, with 51 new items approved in 2023 to support innovation in emerging food sectors [5]. - The food and drug material directory has been dynamically revised, now including 106 substances that are both food and traditional medicinal materials, promoting local food industry development [5]. - Efforts are being made to promote health claims for food and drug materials, aligning with market needs and advocating for healthy consumption [5]. Group 4: Future Directions - The National Health Commission will continue to collaborate with relevant departments to address issues and needs, ensuring a safer and more satisfactory food safety environment for the public [6].