苗家酸汤，这碗承载着千年民族智慧的非遗美食，其灵魂便在于时光的沉淀与微生物的奇妙作用。然而 当这项依赖"手感"与"天时"的美食，遇上追求标准化与效率的现代工业，该如何破局？锅圈苗苗给出了 答案。 9月17日，笔者前往贵州省黔东南苗族侗族自治州台江县，实地探访现代化苗族酸汤产业链后发现，苗 苗食品不仅借助复合菌剂将发酵周期缩至7天，突破了工业化瓶颈，还靠"订单种植"推动原料规模化种 植，带动农户亩均增收超4000元，初步实现产业助农目标。 苗苗酸汤食品厂区 从破解酸汤产业化难题，到搭建"农户种原料、企业搞生产、锅圈拓市场"的三产融合链路，苗苗食品的 实践，正是锅圈深耕产业助农、以商业力量激活乡村经济的生动缩影。 三产融合，产业助农初见成效 该镇相关负责人透露，在种植、保护、采摘的农忙期间，辣椒基地的日均用工是在30人左右，日人均劳 动费是120元，带动季节性就业超过2000人次。 目前，苗苗食品已经实现了初步的产业助农目标。在上游原料种植环节，通过酸汤原料的采购供给，以 订单模式联农带农，企业与农户签订西红柿、辣椒、生姜、大蒜等原料采购协议，在全县9个乡镇（街 道）农户常年种植面积21000余亩。项目争取衔接资 ...

图为会议现场 活动现场，中国检验检测学会正式授予海天"检验检测科普基地"称号。作为调味品行业的领军企业，海天凭借其在科普内容与形式上的持续创新，成为推动 食品安全知识普及的重要力量。 转自：海天味业 【新华企业资讯9月23日】9月23日，广东佛山市"全国科普月"主场活动暨检验检测科普万里行（佛山站）启动仪式在海天高明阳光工厂顺利举行。当天，中 国科学院院士张玉奎、中国检验检测学会常务副会长生飞、佛山市政府副秘书长贺智涛，以及近百名专家学者共同出席，围绕食品安全与营养健康科普工作 展开深入交流。 创新科普模式获国家级机构认可，荣授"检验检测科普基地" 今年9月，我国迎来首个"全国科普月"。在科普月主场活动中，张玉奎围绕食品安全领域作了专题科普报告，为创新科普工作提供了新视角与新思路。 生飞在活动中指出："当前食品安全领域仍存在不少认知误区，亟需加强科普力度，帮助公众建立科学、理性的食品观念。"在随后举行的授牌仪式上，生飞 进一步强调："我们要积极开发本地区科普资源，打造特色科普品牌，开展互动性强、参与度高的检验检测科普活动，充分展示该领域科技服务的进展与成 效，为实现全民科学素养提升再创佳绩。" 海天代表表示， ...

Core Viewpoint - The establishment of the international standard for Sichuan pepper oil (ISO 18731) marks a significant advancement for the Chinese pepper oil industry, transitioning from a follower to a leader in global standards [2][3]. Group 1: Standard Development - The international standard was developed through collaboration among experts from multiple countries, including India, France, Tanzania, and Iran, led by Hexin Agricultural Technology Development Co., Ltd. [2] - Hexin Agricultural has over 20 years of experience in the Sichuan pepper oil sector, focusing on a comprehensive approach that includes planting, research and development, production, and export [2][3]. - The company has established a standardized planting base of 5,000 acres and processes 3,000 tons of pepper oil annually, with products exported to over 50 countries [3]. Group 2: Impact on the Industry - The implementation of ISO 18731 will enhance the standardization of planting among local farmers, with over 300 technical training sessions already conducted [4]. - Hexin Agricultural plans to share its standardized workshop construction and production process experiences with midstream partners, fostering a collaborative industry ecosystem [4]. - The new standard will unify quality indicators and testing methods for Sichuan pepper oil, simplifying international trade processes and facilitating access to high-end global markets [4]. Group 3: Future Outlook - The company aims to leverage the ISO 18731 standard as a starting point to promote its value through international channels and exhibitions [4]. - Hexin Agricultural intends to collaborate with global partners to establish a "Sichuan Pepper Oil Industry Quality Alliance," enhancing the international influence of Chinese standards [4].

格隆汇9月23日丨佳隆股份(002495.SZ)在投资者互动平台表示，佳隆酱油电商专供款计划在拼多多、抖 音上销售。 ...

Core Viewpoint - Fuling Zhacai is facing challenges in its core product, pickled vegetables, which has seen limited innovation and declining sales volume, prompting the company to explore new product categories to meet diverse consumer demands [2][4]. Financial Performance - In the first half of the year, Fuling Zhacai achieved revenue of 1.313 billion yuan, a year-on-year increase of 0.51%, while net profit was 441 million yuan, a decrease of 1.66% [2]. - The pickled vegetable category generated revenue of 1.123 billion yuan, up 0.45% year-on-year, while the radish category saw a significant revenue increase of 38.35% to 33.149 million yuan [2][3]. Sales Trends - The sales volume of pickled vegetables declined by 1% to 59,300 tons in the first half of the year, marking the third consecutive year of decline [4]. - Despite the growth in radish revenue, its small scale does not significantly contribute to overall performance [3]. Regional Performance - Sales in most regions, except for East China, Central China, Northeast China, and export business, experienced varying degrees of decline, although gross margins improved across regions [5]. Cost and Receivables - Sales expenses increased significantly by 22.94% to 195 million yuan, outpacing revenue growth, while accounts receivable surged by 1421.45% to 125 million yuan [5]. Market Challenges - The company acknowledges the need to adapt to health and diversification trends, as traditional pickled vegetables face declining popularity in a more diverse food market [5]. - Fuling Zhacai is exploring new opportunities beyond pickled vegetables, including radish and pickled cabbage, but these categories have not yet shown significant growth [5].

Summary of Yihai International Conference Call Company Overview - **Company**: Yihai International - **Industry**: Food and Seasoning Products Key Points B-end Business Performance - In the first half of 2025, Yihai International's B-end revenue grew over 130% year-on-year to 160 million RMB, driven by the newly established small B team which has opened over 1,000 clients contributing over 10 million RMB in revenue [2][6][7] - The company expects B-end business revenue to double for the full year of 2025 and maintain high growth rates in the following years [2][7] - The small B team's gross margin is over 30%, which is beneficial for overall profitability [6] Overseas Market Performance - Yihai International's overseas market revenue reached 260 million RMB in the first half of 2025, with third-party revenue accounting for approximately 73%, reflecting a nearly 50% year-on-year growth [2][9] - The company anticipates a 30% growth in overseas business for the full year, with a sustainable annual growth rate of 20%-30% in the coming years [2][11][10] C-end Market Performance - The C-end market performance was relatively flat, although market share for hot pot beef tallow and dipping sauces increased [2][17] - The company launched cost-effective instant products to penetrate lower-tier markets, which impacted gross margins [2][18] Strategic Initiatives - Yihai International is reducing reliance on distributor channels and focusing on building its own small B team to better match end-user demands [2][8] - The company is implementing a direct distribution model to reduce channel profit payments, aiming to optimize logistics and improve product matching [4][23] Cost and Profitability - Sales expense ratio increased in the first half of 2025 due to the establishment of the small B team and logistics costs, but is expected to stabilize in the second half [4][33] - The gross margin for related parties decreased year-on-year but remained stable quarter-on-quarter, with expectations for stability moving forward [4][24] Future Outlook - The company does not have specific KPIs for overseas market share but sees significant potential in the B-end market, which is larger than the C-end market [15][27] - Yihai International plans to maintain a high dividend payout ratio and has no current plans for stock buybacks [34][36] Competitive Advantages - Yihai International's competitive advantages in the small B market include lower prices compared to competitors and guaranteed product quality, supported by its status as a core supplier for Haidilao [9] - The company is leveraging advanced technologies to enhance production efficiency and product quality [9] Challenges and Market Dynamics - The Thai factory's capacity utilization is currently low due to licensing delays and product acceptance issues, but the company is working to improve collaboration with B-end clients in Thailand and Malaysia [2][12] - The overall market remains fragmented with low concentration, primarily due to overcapacity, but Yihai International maintains competitiveness through its production capabilities [28][30] New Product Strategies - The company is focusing on high-cost performance products in the instant food sector, targeting specific regions for promotion rather than a nationwide rollout [18][20] - New product promotion strategies have shifted towards direct collaboration with key accounts, improving product-market fit and reducing promotional costs [21][22] This summary encapsulates the key insights from Yihai International's conference call, highlighting its performance, strategic initiatives, and market outlook.

一度被广泛关注的"千禾0+"商标，近日又现身国家知识产权局商标局宣告的无效名单之列，相关话题再度被送上热搜榜单。 此前，商标为"千禾0"的一款酱油被检测出镉，就已经"打翻"过一次网络舆论场，引发网民对商标"0+"和产品"添加零"的持续讨论。 如今，国家知识产权局商标局宣告一批商标无效，其中就包括"千禾0+"等商标。官方的处理结果，完全契合消费者预期。 相关企业回应，只是部分防御性商标被宣告无效，注册号为46717423的"千禾0"商标仍合法有效。但不少消费者认为，这是继续"在商标上打擦边球""让消费 者交智商税"。 消费者的眼睛是雪亮的。如果商家想玩弄文字，利用商标欺骗公众，既难逃有关部门查处，也会被消费者踢出"购物车"。 商标是产品的"脸面"。通过似是而非的文字游戏，把含"0+"的商标标识往产品内容的"零添加"上引导，这样的小机灵小把戏，看似赚了一点蝇头小利，实则 是透支自己的品牌信誉，无异于杀鸡取卵、竭泽而渔。 早在今年上半年，一款商标为"千禾0"的酱油，因镉超标而牵引出商标"0"和产品配料"零添加""无添加"之间关系的网络争论。 许多消费者认为，商标"0""0+"，就意味着产品是"零添加"。但客服的回应 ...

Core Insights - The launch of the smart trading platform for spices in Yang'an Town, Shandong Province, aims to enhance the digitalization of spice trading and improve supply chain efficiency [1] Industry Overview - Yang'an Town is recognized as the largest distribution center for condiments in China, holding over 40% market share in compound spices and exporting to more than 70 countries and regions globally [1] - The smart trading platform integrates the entire process of sales, procurement, warehousing, logistics, and testing, utilizing IoT, blockchain, and AI technologies [1] Company Developments - The platform is a collaboration between Yang'an Town Condiment Group and the Yellow River Commodity Exchange, introducing an innovative "electronic warehouse receipt + fund supervision" mechanism [1] - To ensure efficient supply chain operations, the platform has established nine delivery warehouses across the country, including those of Yang'an Town Condiment Group and Guangxi Guiwu Logistics, facilitating seamless online and offline connections [1] - Since its trial run in June, the platform has registered over 200 trading companies, achieving a transaction volume of 58 million yuan [1]

Core Viewpoint - The condiment industry is undergoing a structural transformation, with companies like Baili Food making significant progress towards IPOs to alleviate financial pressures and support capacity expansion and internationalization efforts [1][5][6] Company Overview - Baili Food, established in November 2012, focuses on the research, production, and sales of Western-style compound condiments, primarily leading with sauces like salad dressing and tomato sauce, while also offering products like breadcrumbs and seasoning powders [2][3] - The company has a diverse customer base, including chain restaurants, baking, retail terminals, and e-commerce [2] Financial Performance - Baili Food's revenue for 2023 and 2024 is projected to be 1.61 billion yuan and 1.91 billion yuan, reflecting year-on-year growth of 27.4% and 19.1% respectively; net profit attributable to shareholders is expected to be 220 million yuan and 280 million yuan, with growth rates of 41.7% and 24.1% [2] - In the first half of 2025, the company reported revenue of 1.039 billion yuan, a year-on-year increase of 9.34%, and a net profit of 155 million yuan, up 11.26% [2] IPO Progress - Baili Food has successfully passed the IPO guidance for the Beijing Stock Exchange, with plans to issue up to 54 million shares to raise approximately 1.164 billion yuan, allocating funds for headquarters construction, a smart factory project, and R&D center upgrades [3][4] Industry Trends - The condiment industry is witnessing a shift as the growth of basic condiments slows, while the compound condiment market is expanding, driven by technological advancements and customization capabilities [1][6] - The market size for China's condiment industry is projected to reach 498.1 billion yuan by 2024, with the compound condiment market growing from 85.7 billion yuan in 2019 to 126.5 billion yuan in 2024, reflecting a compound annual growth rate of 10.2% [6] Competitive Landscape - Baili Food is among the few domestic companies competing with international brands like Kewpie, McCormick, Kraft Heinz, and Hellmann's in the Western-style compound condiment sector [2] - Other companies in the condiment sector, such as Yao Mazi and Tianwei Food, are also pursuing IPOs, indicating a collective movement towards capital market engagement [5][6]

Core Viewpoint - The condiment industry is undergoing a structural transformation, with companies like Baili Foods pursuing IPOs to alleviate financial pressures and support capacity expansion and internationalization efforts [1][6]. Company Summary - Baili Foods, established in November 2012 and headquartered in Dongguan, Guangdong, specializes in the research, production, and sales of Western-style compound condiments, primarily focusing on sauces like salad dressing and tomato sauce, with a secondary growth line in powdered products [3]. - The company reported revenues of 1.61 billion yuan and 1.91 billion yuan for 2023 and 2024, respectively, reflecting year-on-year growth of 27.4% and 19.1%. Net profits for the same years were 220 million yuan and 280 million yuan, with growth rates of 41.7% and 24.1% [3]. - In the first half of 2025, Baili Foods achieved revenue of 1.039 billion yuan, a year-on-year increase of 9.34%, and a net profit of 155 million yuan, growing by 11.26% [3]. IPO Progress - Baili Foods has successfully completed IPO counseling with the help of China Merchants Securities, marking a significant step in its listing process on the Beijing Stock Exchange [1][4]. - The company plans to issue up to 54 million shares, aiming to raise approximately 1.164 billion yuan, with funds allocated for national headquarters construction, a smart factory project, and R&D center upgrades [4]. Industry Trends - The condiment industry is witnessing a surge in companies seeking to go public, with several firms like Tianwei Foods and Yao Mazi also making IPO progress [6]. - The market for compound condiments is growing, with a projected increase from 85.7 billion yuan in 2019 to 126.5 billion yuan by 2024, reflecting a compound annual growth rate of 10.2% [7]. - The traditional condiment market is experiencing slower growth, with a market size increase from 322.4 billion yuan in 2019 to 371.6 billion yuan in 2024, indicating a saturation point and a shift towards "stock optimization" [7]. Strategic Insights - Experts suggest that listing on the Beijing Stock Exchange can enhance corporate governance and management standards for companies like Baili Foods, facilitating a transition from B-end services to the household consumer market, thereby increasing brand value and competitiveness against foreign brands [5].