在健康饮食浪潮的推动下，魔芋这一曾默默无闻的食材，正经历着从火锅配菜到零食"流量明星"的转身。 12月10日，"健康零食新主张 超级食材魔芋爽"发布会在云南西双版纳召开。本次活动汇聚了营养专家、行业协会代表、产业链企业代表卫龙及媒体代表 等多方力量，共同解码魔芋产业的转型路径与未来机遇。 作为关键推动者，卫龙凭借敏锐的市场洞察力与持续创新能力，不仅引领魔芋零食行业从"拓荒"走向"引领"，更推动魔芋产业从"小产业"迈向"大集群"， 为国民健康食品发展注入新动能。 01 从"拓荒者"到"引领者" 我国现有魔芋加工企业200多家，其中国家级农业产业化龙头企业10余家、规模以上企业150余家，主要集中在四川、湖北、陕西、云南等原料主产区，形 成"原料企业（供应精粉/干片）—制品企业（生产终端食品）—产业集群（区域协同）"企业格局。 在种植端，我国已成为全球魔芋第一大国。中国园艺协会魔芋分会发布的数据显示，中国魔芋产量占全球的65%，魔芋种植面积约为240万亩。 02 从"试验田"到"增长极" 从火锅配菜，到走入零食赛道，魔芋以其独有的"健康密码"，成为"流量明星"。卫龙是这一蜕变的关键推动者，也成功将魔芋从"试验田" ...

12月10日，"健康零食新主张・超级食材魔芋爽"发布会在云南西双版纳召开。本次活动汇聚了营养专 家、行业协会代表、产业链企业代表卫龙及媒体代表等多方力量，共同解码魔芋产业的转型路径与未来 机遇。会上，由西南大学魔芋研究中心、中国社会科学院食品药品产业发展与监管研究中心、新华网和 中国园艺学会魔芋分会编制的《我国魔芋食品产业的发展与研究》报告正式发布，标志着我国魔芋产业 进入标准化、价值化发展的新阶段。 作为全球魔芋生产与消费第一大国，我国魔芋种植面积和产量均占全球60%以上，云南、四川、湖北、 陕西四大核心产区构建起完整产业链。此次发布会落地西双版纳，正是看中当地丰富的魔芋种植资源与 非遗文化底蕴。活动通过主题演讲、行业对话、非遗走秀等多元形式，展现这一"土疙瘩"从深山食材到 国民零食的华丽蜕变。 政策赋能+产业升级 构建千亿级发展生态 今年2月，农业农村部等三部委联合发布《中国食物与营养发展纲要（2025-2030）》，明确提出"加大 魔芋等富含膳食纤维的特色食物供给，推动产品全产业链标准化生产"，为产业发展注入强劲动力。 卫龙美味全球控股有限公司董事长刘卫平在致辞中表示，随着消费者健康需求升级，古老的魔芋 ...

Summary of the Conference Call for Yizhi Konjac Company Overview - Yizhi Konjac primarily engages in deep processing of konjac, with three main product lines: konjac powder, konjac food, and konjac beauty products. Konjac powder constitutes 70% of the revenue in 2024, with sales exceeding 6,000 tons and a global market share of 12%, leading the market [2][3][4]. Industry Insights - The konjac food segment, including snacks and tea additives, accounts for 28% of revenue, with rapid growth driven by health trends, particularly the "konjac crystal ball" favored by brands like Mixue Ice City [2][4]. - The konjac industry in China consists of four main segments: planting, initial processing, deep processing, and application. The deep processing segment is primarily focused on food but also extends to chemical, skincare, and medical applications [12]. Financial Performance and Projections - Yizhi Konjac is expected to benefit from rising raw material prices and overseas replenishment demand, projecting a revenue growth of over 15% in 2025, with potential for over 50% growth if external orders are secured [2][5]. - Forecasted net profits for 2025, 2026, and 2027 are 98 million, 126 million, and 174 million yuan respectively, with a compound annual growth rate exceeding 30% [2][6]. - The company's current valuation corresponds to a PE ratio of approximately 48 for 2025, which is above historical averages [6][23]. Cost Structure and Profitability - The gross margin is influenced by raw material prices, inventory levels, and procurement strategies. Historically, the gross margin has improved significantly, with a notable increase of nearly 4 percentage points in 2024 [8][9]. - The company has seen a decrease in expense ratios from 22.7% in 2014 to 10.2% in 2020, but this has increased due to expansion efforts [9]. Market Dynamics - The konjac raw material prices are primarily driven by demand, with expectations for prices to remain high or increase further in 2025 due to a projected 20% growth in downstream applications [13][14]. - China is a major producer of konjac, with annual production increases of 10%-20%. However, supply constraints due to seed shortages and adverse weather conditions are anticipated [14][16]. Competitive Landscape - Major competitors in the konjac market include Yizhi Konjac, Yizhi Magic, and others, with leading companies enhancing customer loyalty through vertical and horizontal integration [17][18]. - The company has established strong procurement relationships and a proprietary technology system, allowing for high-value konjac micro-powder production with a gross margin of 20%-25% [16]. Growth Drivers - Future growth is expected to stem from advancements in blending technology in mature markets and the exploration of new applications in pet food and health products [18][22]. - The company is positioned to capitalize on the rapid growth of the konjac snack and tea additive markets, benefiting from integrated service advantages and strong raw material control [18][21]. Overall Outlook - The company is anticipated to benefit from both supply and demand dynamics in the short term, with a strong potential for long-term growth driven by industry upgrades and increased market penetration [24].