Group 1 - The Chinese freeze-dried food industry is transitioning from being driven by external demand to a dual-driven model of internal and external demand, with significant growth potential due to accelerated domestic market release, supply chain optimization, and policy benefits [1] - The domestic freeze-dried food market is expected to grow from 848 million yuan in 2014 to 3.8 billion yuan by 2024, with a compound annual growth rate (CAGR) of 16.1%, although the penetration rate remains low compared to developed countries [1] - China has become a global production hub for freeze-dried foods, with an export scale of 4.8285 billion USD, while the import amount is increasing but still far below that of mature markets, indicating substantial domestic demand potential [1] Group 2 - The global freeze-dried food market is in a continuous expansion cycle, projected to reach 30.43 billion USD in 2024 and 56.27 billion USD by 2034, with a stable CAGR of 6.34% from 2025 to 2034 [2] - The freeze-dried trade exhibits a tri-polar structure with Asia as the supplier and Europe as the largest consumer market, where Europe accounts for 4.34 billion USD of global imports [2] - Freeze-dried fruits hold the largest market share at 28%, with other categories like meat, seafood, vegetables, and grains also developing collaboratively [2] Group 3 - There is a clear path divergence between domestic and international freeze-dried enterprises, with overseas companies focusing on technological barriers and vertical integration, while domestic companies emphasize B-end supply chain capabilities and C-end product innovation [3] - High-end freeze-drying equipment is dominated by European and American companies, while domestic equipment is primarily in the mid-to-low end, indicating a gap in high-end technology [3] - Domestic B-end companies like Xin San He and Li Xing Food are forming core competitiveness through production certainty and stable orders, while C-end companies face homogenization challenges and are innovating through scenario-driven product upgrades and cost-effective manufacturing [3]