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西麦食品(002956) - 2025年11月3日投资者关系活动记录表
2025-11-03 09:16
A2:公司电商的高增速是综合因素影响下的结果:首先,是品牌力的建设, 就是品牌的势能和动能。通过一段时间的运营之后,公司在兴趣电商平台上的 市场地位非常突出,品牌的势能和动能强大。其次,在精细化运营方面,公司 电商团队通过一段时间的摸索,费率已经在逐步改善,后续将争取做到控费降 费的同时维持较好的增长。 Q3:四季度公司整体的动销趋势如何展望? A3:公司目前经营情况良好,四季度是公司的传统销售旺季,有双 11、双 12 大促活动,并且逐渐临近过年,对咱们中国人来说,春节是最重要的节假日, 消费会在春节期间集中释放。公司对四季度的整体表现持比较乐观的预期。 Q4:三季度公司零食量贩渠道增长加速的原因? 证券代码:002956 证券简称:西麦食品 桂林西麦食品股份有限公司投资者关系活动记录表 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 其他(线上交流会) ☑ | | | 华鑫证券、冲积资产、民生通惠、天风证券、中信建投、华泰资管、中金公司、 | | | 国盛证券、开源证 ...
把传统炖盅塞进通勤包,花胶攻占内地市场的百亿密码
Sou Hu Cai Jing· 2025-08-21 04:11
Core Insights - The Chinese flower glue market is experiencing explosive growth driven by rising health awareness and consumption upgrades, with projections indicating a market size of 50.5 billion yuan by 2026 and 80.6 billion yuan by 2030 [1][3] Market Trends - The consumption of flower glue is shifting from traditional uses to modern applications, with over 60% of female consumers incorporating it into their daily health regimens, particularly for post-menstrual recovery [4][6] - In high-end postpartum care centers, 90% include flower glue in their meal offerings, indicating its status as a premium product [6] - In Hong Kong, over 80% of pregnant women consume flower glue, while in mainland China, the adoption rate is below 40%, highlighting a key area for growth [8] Product Innovation - The industry is witnessing a fundamental transformation in product forms, with ready-to-eat flower glue and convenient options like flower glue porridge reshaping consumer habits under the "light nourishment" concept [9][10] - Technological advancements are addressing long-standing challenges in the flower glue industry, such as odor removal and complex cooking processes, leading to standardized production practices [10] Cultural and Market Dynamics - The future of the flower glue industry lies in the complementary strengths of the Hong Kong and mainland markets, with Hong Kong's high-end tasting systems and supply chain resources enhancing mainland innovations in ready-to-eat products [11] - The integration of traditional wisdom with modern technology is redefining the flower glue market, transforming it from a regional supplement to a national health infrastructure [12]