Core Viewpoint - The article discusses the prevalence of pre-packaged food and beverages in modern life, highlighting the emotional and psychological aspects of consumerism, particularly through the lens of Hema's cold brew tea, which attempts to provide a semblance of authenticity in a world dominated by convenience and pre-prepared products [2][4][21]. Group 1: Pre-packaged Food and Consumer Behavior - The author reflects on living in a world filled with pre-packaged items, from ready-to-eat meals to bottled beverages, and critiques the lack of authenticity in these products [7][9]. - There is a growing acceptance of pre-packaged food, but the author emphasizes the importance of perceived quality and the emotional connection consumers have with their food [9][15]. - The article suggests that while pre-packaged products are convenient, they often lack the personal touch and authenticity that consumers desire [10][18]. Group 2: Hema's Cold Brew Tea - Hema's cold brew tea is presented as a unique product that includes actual tea leaves, differentiating it from other pre-packaged beverages that do not offer the same level of authenticity [13][21]. - The presence of tea leaves in Hema's product is seen as a marketing strategy to create an illusion of freshness and quality, despite the product being pre-packaged [22][30]. - The author appreciates Hema's effort to "perform" for consumers, suggesting that even a small gesture of authenticity can enhance the consumer experience [31][45]. Group 3: Emotional Connection and Consumer Expectations - The article discusses the desire for brands to acknowledge consumer feelings and provide a sense of care, even if it is through a facade [36][40]. - The author argues that the willingness of a brand to "pretend" to care about the consumer experience is a form of compassion in a world where authenticity is often lacking [45][46]. - The conclusion emphasizes that the act of pretending to provide quality and care can be more comforting than outright neglect from brands [46].

证券研究报告|公司点评报告 [Table_Date] 2025 年 06 月 08 日 [Table_Title] 24FY 扭亏为盈，关注预制食品板块发展 [Table_Title2] 龙大美食(002726) | [Table_DataInfo] 评级： | 增持 | 股票代码： | 002726 | | --- | --- | --- | --- | | 上次评级： | 增持 | 52 周最高价/最低价： | 8.2/5.6 | | 目标价格： | | 总市值(亿) | 64.86 | | 最新收盘价： | 6.01 | 自由流通市值(亿) | 64.73 | | | | 自由流通股数(百万) | 1,077.11 | [Table_Summary] 事件概述 24FY 公司实现营收 109.90 亿元，同比-17.49%；实现归母净利润 0.22 亿元，去年同期为-15.38 亿 元；实现扣非归母净利润-0.58 亿元，去年同期为-13.64 亿元。其中 24Q4 公司实现营收 29.76 亿元，同 比-7.37%；实现归母净利润-0.51 亿元，去年同期为-8.89 亿元；实现扣非归母净利润-1.2 ...

股票代码：002726 股票简称：龙大美食 债券代码：128119 债券简称：龙大转债 山东龙大美食股份有限公司投资者关系活动记录表 答：公司深耕新零售渠道，以产品为主体，深挖产品潜力，持续打造爆款产品，并构建了主播达人矩阵， 依托各类短视频、直播进行线上推广，同时聚焦京东、抖音等头部平台，深化私域业务。自去年下半年 以来，相继上新了轻卤肥肠、爆汁鲜肉肠，今年陆续推出拇指肠、糯米肠、奶酪肠等系列产品，并通过 直播带货，整体增速较好。新品轻卤肥肠上市后仅一个半月实现 1,000 万元的销售额，在"与辉同行-山 东行"直播活动中实现 GMV420 万元；"鲜食记爆汁鲜肉肠"上市首日线上直播销额突破 1 万单，在"与 辉同行"和"辛选"已连续两个月取得同类产品第一的销量。 3、公司的肉制品业务主要 TO C 吗？ 答：主要通过经销商渠道和商超渠道、以及电商流通到 C 端。 4、养殖出栏量大概在什么水平？未来几年屠宰量会有增长吗？ 答：公司 2024 年生猪出栏量 38.24 万头，预计 2025 年出栏量 40 万头左右，养殖整体出栏量控制在屠宰 量的 10%左右。目前，公司围绕"销售为王"，整合资源在销售上做重点 ...

不错。而且米饭还可以做成蛋炒饭、盖浇饭等，十分方便。" 已有鞋企转型卖饭 不过，与普通米饭相比，鲜食米饭的价格相对较高，不同品牌单盒价格差异也较大，基本在三元到十几 元不等。以金鹤推出的鲜食米饭产品为例，在其淘宝官方旗舰店，白米饭售价为9.9元/盒，每盒含量 210g；杂粮米饭售价14.9元/盒，每盒含量180g。而在盒马APP，其白米饭售价为2.99元/盒，每盒含量 210g。 值得一提的是，看似最近才进入大众视野，其实这些品牌早已入局。据公开信息统计，这些产品大多是 在近3年推出的。比如，农夫山泉母公司养生堂旗下品牌"母亲"2022年推出了即热新米饭；叮咚买菜的 即食米饭产品于2022年开始推出，2023年下半年被重点开发。最近入局的应该是由"鞋王"贵人鸟转型而 来的金鹤农业，去年年底，他们推出了"金鹤鲜食米饭"系列产品。 从冷饭加热到鲜食米饭 所谓的鲜食米饭，又称方便米饭，起源于日本。此前，它更多面向B端，即传统连锁餐饮、航空系统、 铁路系统等渠道。其制作过程主要是将调理加工后的米饭，在无菌无尘的环境中直接密封进包装容器， 并确保容器内没有受到细菌污染。因此，这种无菌预制方便米饭具有长期常温保存性和常温 ...