Group 1: Industry Overview - Konjac, known as "human cat strips," is becoming a phenomenon in the snack food market, attracting significant attention from various companies [1][5] - The konjac food industry has experienced a compound annual growth rate of 20% over the past decade, with the market size expected to reach 26.9 billion yuan in 2024 [5] - Major snack companies are increasingly entering the konjac segment, including Salted Fish Pouch, Wei Long, and Qiaqia Food, among others [1][6][7] Group 2: Company Performance - Salted Fish Pouch reported a revenue of 29.41 billion yuan in the first half of 2025, a year-on-year increase of 19.58%, with konjac snacks contributing 7.91 billion yuan, up 155.10% [6][7] - Wei Long's revenue reached 34.83 billion yuan in the first half of 2025, growing 18.5%, with konjac products driving a 44.3% increase in the vegetable product segment [5][6] - Qiaqia Food's revenue declined by 5.05% to 27.52 billion yuan in the first half of 2025, despite launching new konjac products [8] Group 3: Market Competition - The competition among snack companies is intensifying, with the number of stores for the "Ming Ming Very Busy" group surpassing 20,000 nationwide [3][10] - Companies are focusing on expanding their presence in snack retail channels, with Salted Fish Pouch emphasizing a strategy shift towards channel dominance [11][12] - Three Squirrels is also exploring opportunities in the konjac segment while investing in community snack stores to enhance competition [8][12][13]

还记得小时候，为了买心仪的零食，要攒好久零花钱，在小卖部前徘徊半天。如今，零食量贩店如 雨后春笋般出现在街头巷尾。它们如哆啦A梦的口袋，装满了各种美味，还价格亲民。这是怎么做 到的？又会怎样改变我们的零食消费习惯呢？ 零食量贩店如何实现快速扩张？ 独特经营模式：零食量贩店的 "成功密码" 未来展望：零食量贩店的 "星辰大海" 1 2 3 本期要点荟萃 这些店铺选址大多在社区和商业街，方便消费者购买，能覆盖周边1-1.5km的范围。在这里，你可 以用更实惠的价格买到心仪的零食，品牌产品零售价比传统商超低20%-40%，客单价多在30-40 元每人次，性价比很高。不仅如此，零食量贩店还会每月更新100+新品，定期淘汰复购低的产品， 让消费者始终有新鲜感。 分享人 | 武雨欣 （中金公司研究部食品饮料行业分析师） 01 零食量贩店如何实现快速扩张？ 时光回溯到 2021 年，当时的零食市场正悄然发生着变化。消费者对于零食的需求不再仅仅满足于 传统渠道提供的有限选择和价格。资本如敏锐的猎手，纷纷涌入零食量贩赛道。 2021-2022年资 本介入后，零食量贩门店加速扩张 ，据北京商报，2021年底约0.25万家，202 ...