逆周期创新

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康师傅合麵,一场颠覆方便食品的“逆周期创新”
Sou Hu Wang· 2025-09-05 10:35
如何让方便面这个品类突围外卖围剿的时代,成为这个行业里每个企业都要面对的问题。 刚刚结束的第25届中国方便食品大会上,康师傅拿出了一个敢于叫板外卖行业的全新产品——合麵,运 用RP锁鲜技术达到对标正餐的食材口感,被评为中国方便食品行业科技与产品创新趋势代表案例,通 过技术创新带动产业升级,刷新人们对于方便食品的想象。康师傅用合麵产品完成了一次划时代的速食 变革。 不是方便速食没新意,而是多数玩家没找对"戳中真实需求"的打开方式。2025年以来,康师傅接连推出 30+新口味,其构建的全价格带矩阵里总有爆品能精准击中不同客群需求。 值得我们深入探究的是:在消费需求迭代速度远超产品研发周期的当下,深耕方便面领域33年的康师 傅,凭何保持"常青树"般的爆品输出能力?这种能力是否存在可复用的系统性创新方法论?当行业多数 玩家困于"低价内卷"时,它又能为产业升级指明怎样的新路径? 01 速食"不将就" 合麵成全场景"正餐新秀" 中国食品产业分析师朱丹蓬一句话点透行业困局:"中国方便面市场的关键问题,是创新升级迭代的速 度与质量,匹配不上消费者的核心诉求。"在他看来,企业需围绕"老品如何焕新,新品如何做精"双向 发力,方能 ...
康师傅合麵:把“正餐体验”装进方便速食
Zhong Guo Shi Pin Wang· 2025-09-05 10:17
如何让方便面这个品类突围外卖围剿的时代,成为这个行业里每个企业都要面对的问题。 不是方便速食没新意,而是多数玩家没找对"戳中真实需求"的打开方式。2025年以来,康师傅接连推出30+新口味,其构建的全价格带矩阵里总有爆品能精 准击中不同客群需求。 值得我们深入探究的是:在消费需求迭代速度远超产品研发周期的当下,深耕方便面领域33年的康师傅,凭何保持"常青树"般的爆品输出能力?这种能力是 否存在可复用的系统性创新方法论?当行业多数玩家困于"低价内卷"时,它又能为产业升级指明怎样的新路径? 01 速食"不将就" 合麵成全场景"正餐新秀" 中国食品产业分析师朱丹蓬一句话点透行业困局:"中国方便面市场的关键问题,是创新升级迭代的速度与质量,匹配不上消费者的核心诉求。"在他看来, 企业需围绕"老品如何焕新,新品如何做精"双向发力,方能找到增量。 图:消费者购买方便粉面食品的吸引力 刚刚结束的第25届中国方便食品大会上,康师傅拿出了一个敢于叫板外卖行业的全新产品——合麵,运用RP锁鲜技术达到对标正餐的食材口感,被评为中 国方便食品行业科技与产品创新趋势代表案例,通过技术创新带动产业升级,刷新人们对于方便食品的想象。康师傅 ...
金宏气体:上半年营收稳步增长 现场制气与氦气业务布局成亮点
Zhong Zheng Wang· 2025-08-22 12:16
Core Insights - The company demonstrated resilience in a challenging industry environment, achieving a revenue of 1.314 billion yuan, a year-on-year increase of 6.65% [1] - Total assets reached 7.830 billion yuan, reflecting a growth of 15.70% compared to the end of the previous year [1] - The net assets attributable to shareholders increased to 3.103 billion yuan, marking a year-on-year growth of 1.30% [1] Revenue and Profitability - The company experienced stable revenue growth driven by market expansion and increased sales, despite facing intensified market competition and a decline in the gross margin of some products [2] - The net profit attributable to shareholders was 82.2 million yuan, representing a significant year-on-year decrease of 48.65% [2] - Research and development (R&D) expenses reached 55.58 million yuan, an increase of 18.04% year-on-year, with R&D investment accounting for 4.23% of revenue, indicating a commitment to innovation despite short-term profit pressures [2] Business Development - The on-site gas production business has become a new growth driver for the company, with significant breakthroughs in large-scale projects during the reporting period [3] - Projects such as Yinkou Jianfa, Shandong Ruilin, and others have accelerated construction or stabilized operations, enhancing the company's supply capabilities for downstream customers [3] - The acquisition of Hanxing Gas (Shanghai), now renamed Jin Hong Jie Meng Gas, has optimized regional layout and improved operational efficiency in on-site gas production [3] Strategic Initiatives - The company maintains a robust supply capability for helium, a strategic resource widely used in semiconductor, medical, and aerospace sectors [4] - Strategic partnerships have been established to promote helium energy technology innovation, including collaborations with Shanxi Experimental Laboratory and Beijing Jingneng Puhua Environmental Technology [4] - A joint venture was established in Aral, Xinjiang, to build advanced extraction and purification facilities for both gaseous and liquid helium [4]