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巴塞罗那水产展 | 大连天力产品抢占欧洲市场
Sou Hu Cai Jing· 2025-06-16 04:38
Core Insights - The Seafood Expo Global in Barcelona showcased over 2,000 leading seafood companies from 79 countries, with Dalian Tianli Condiment Co., Ltd. emerging as a focal point due to its strong brand influence and diverse product range [1] - Tianli's products, particularly the fresh wasabi sauce and honey mustard sauce, attracted significant attention from international buyers, highlighting their innovative use of high-quality ingredients and proprietary low-temperature grinding technology [1][2] Group 1 - Tianli's products demonstrated excellent adaptability, enhancing high-end dishes like Japanese sashimi and French seafood, while also catering to everyday home cooking needs [4] - The company engaged in multiple discussions with global seafood merchants and restaurant group leaders, receiving widespread recognition for the health attributes and flavor profiles of its products [2][4] - Initial cooperation intentions were established with several quality buyers during the exhibition, indicating strong market potential [4] Group 2 - The participation in the expo not only solidified Tianli's brand influence in the international market but also laid a solid foundation for further global business expansion [5] - The company plans to continue focusing on product development and maintaining strict quality standards, aiming to provide consumers with more healthy and delicious condiment options in collaboration with global partners [5]
海天味业将在港交所上市,实现A+H布局
Sou Hu Cai Jing· 2025-06-15 16:36
天眼查App信息显示,海天味业成立于2000年4月,位于广东省佛山市。目前,该公司的注册约55.6亿 元,法定代表人为程雪,主要股东包括广东海天集团股份有限公司、庞康、程雪等。 | | | 在用的装业量第工 | 量考版 置关系 立公园 | 量风险 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 家中市金融发展中基金融机械 | 偶山市寿天德味食品股份有限公司 | 0 | 天明一五 | 點 应用 7 | 合作通道 企业级 | | 基本信息 309 | | 上市信息 999+ | 法律诉讼 102 | 经营风险/300+ | 经营信息 000+ | 公司发展 47 | 知识产权 899 | | 主要股东 @ 高股权结构 | | | | | | | | | 最新公示10 | | 工商量记2 历史主要股东21 | 殷权变更历程50 | | | 更新日期号:2025-03-31 | 股东类型, 12 | | 序号 | | 股东名称 | | 股份类型 | 搏股比例: | 持股数(股); | 间接搏胆比例 | | 1 | | 东海天集团股份有限公 ...
海天味业启动港股招股,基石投资者认购近47亿港元
Bei Ke Cai Jing· 2025-06-15 14:00
Core Viewpoint - Haitai Weiye, a leading condiment company in A-shares, has officially launched its global offering for a secondary listing in Hong Kong, scheduled from June 11 to June 16, with expected listing on June 19 [1] Group 1: Global Offering Details - The company plans to issue 263 million H-shares, with 247 million shares allocated for international offering and 15.79 million shares for public offering in Hong Kong [2] - The expected price range for the shares is between 35 to 36.3 HKD per share, with cornerstone investors committing nearly 4.7 billion HKD, accounting for about 50% of the total offering [2][3] - Notable cornerstone investors include Hillhouse Capital, GIC, UBS Asset Management, and others, indicating strong market confidence in the company [2] Group 2: Financial Performance - Since its listing in 2014, the company's revenue has grown from 9.8 billion RMB to over 26.9 billion RMB, maintaining a strong market position [3] - The company reported revenues of 256.1 billion RMB, 245.59 billion RMB, and 269.01 billion RMB for the years 2022 to 2024, with net profits of 62 billion RMB, 56.42 billion RMB, and 63.55 billion RMB respectively [3] - In the first quarter of 2025, the company achieved a revenue of 8.315 billion RMB, an increase of 8.1% year-on-year, with a net profit of 2.207 billion RMB, up 14.5% [3] Group 3: Market Position - Haitai Weiye holds a 4.8% market share in China's condiment market, which is projected to reach 498.1 billion RMB in 2024, making it the market leader [4] - The global condiment market is expected to reach 2.1438 trillion RMB in 2024, with the company holding a 1.1% share, ranking fifth globally [5] Group 4: Global Expansion Strategy - The company aims to utilize the funds raised from the listing for global brand building, sales channel expansion, and enhancing overseas supply chain capabilities, with 20% of the funds specifically allocated for these purposes [6][7] - The company has already initiated its overseas expansion by establishing several international trade companies and plans to enhance its presence in Southeast Asia and Europe [6][7]
绿茵场外战徐州,镇江文旅“卷起来”
Zhen Jiang Ri Bao· 2025-06-14 23:18
Group 1 - The event on June 15 features a match between "North Xuzhou" and "South Xuzhou" at the Xuzhou Olympic Sports Center, with a focus on promoting tourism and local culture from Zhenjiang [1][2] - Zhenjiang's cultural and tourism department is actively engaging with fans by offering exclusive benefits, such as limited edition cultural merchandise and free local products [1][2] - The event includes interactive activities where participants can win free tickets to Zhenjiang's A-level tourist attractions, with a total of 1,200 tickets available [1][2] Group 2 - The Zhenjiang cultural market at the sports center will showcase products with Zhenjiang elements, including Hengshun vinegar and local specialties from the surrounding areas [2] - Fans attending the match can exchange their electronic match tickets for free entry to any A-level tourist attraction in Zhenjiang, promoting cross-regional tourism [2] - A promotional map titled "Scenic Zhenjiang" has been released, encouraging fans to visit multiple attractions and offering additional rewards for completing visits [2]
从稳盘到突围:李锦记如何把 “稳价盘” 炼成破局利刃?
Sou Hu Cai Jing· 2025-06-13 21:02
作者丨新经销 站在 2025 年的商业十字路口,存量市场的厮杀愈发胶着,增量空间的探索前途未卜,就连身经百战的经销商也纷纷收紧防线。当渠道动销从"跑马圈 地"转向"精耕细作",那些曾靠"堆货冲量"、"活动轰炸"就能撬动增长的时代,逐渐成为行业进化下过去的历史。 据「新经销」在去年8月份发布的《2023-2024年中国快速消费品经销商经营状况调研报告》,显示,参与调研的经销商中48.7%营收下降,63.2%利润下 降。更棘手的是,价格内卷、库存高企、动销滞缓等老顽疾,在当下的市场环境面临"投入产出比失衡",进退两难的困局。 这背后,是整个行业正面临的现实瓶颈:上游增长焦虑,下游执行塌陷,中间环节"卡脖子"。要破局,既要解决存量市场的"稳盘"和"动销"问题,也要开 拓"增量"市场。 「新经销」在前不久举办的2025年李锦记(中国)渠道伙伴大会上看到了,在这场盛会上,围绕"加速转型、与李共赢"的大主题,李锦记对如何激活存量 市场、拓展增量市场作出了精彩分享。在参会期间与李锦记中国区副总裁-分销运营中心负责人程飞羽进行了深入交流,面对经销商伙伴们普遍正面临的 困难,2025年李锦记在分销渠道给到了不一样的解法:从稳住 ...
海天味业孖展超购已超480倍!港股资金火力全开“打酱油”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-13 13:26
21世纪经济报道记者刘婧汐 广州报道 "酱油茅"海天味业(603288.SH,03288.HK)的招股如火如荼。 智通财经信息显示,截至6月13日,海天味业的孖展额超购已逾488倍。此前公司还引入了高瓴、GIC等 8家基石投资者,认购总额近6亿美元,占总发行股份49.74%。 海天味业于6月11日起至6月16日进行招股,计划6月19日在香港联交所主板挂牌并开始上市交易。公司 发行拟募资约92.71亿港元,将主要用于国际化及产能升级等战略。 (图片来源:公司公告) 此次发行,标志着香港资本市场迎来又一重磅"A+H"上市公司。 若其能顺利完成,在年内的港股新股 中,海天味业的募资金额或仅次于宁德时代和恒瑞医药,排名第三;在消费股中则超越蜜雪冰城,排名 第一。 基石、散户热捧 海天味业本次IPO向全球发售H股基础发行股数为2.63亿股。其中,香港公开发售占6%,国际发售占 94%,并授予承销商15%的超额配股权。其发行价格区间定为每股35.00港元~36.30港元,以发售价中位 数35.65港元/股计算,预计募资净额约92.71亿港元。 在A股市值已超2000亿的"酱油茅",此次IPO也吸引了不少海内外资金的青睐。 ...
海天味业港股IPO:二次上市打响全球化突围战
Jing Ji Guan Cha Wang· 2025-06-13 12:40
此前,海天味业曾陷入"双标门"争议。2022年9月,有网友指出其国内部分酱油含谷氨酸钠、苯甲酸钠 等添加剂,而日本市场产品配料更简洁。公司三次回应强调,国内外均销售含添加剂与零添加产品,食 品添加剂使用符合国家标准,否认"双标门"相关指控。 据招股书,2024年,海天味业海外收入占比不足10%,本次计划将募资主要用于"建立全球品牌形象、 拓展海外销售渠道及提升供应链能力",包括在东南亚建厂、开展本地化营销及收购海外品牌。 近日,佛山市海天调味食品股份有限公司(以下简称"海天味业(603288)")宣布正式启动全球公开发 售,预计于6月19日在香港联交所主板挂牌并开始上市交易。据全球发售方案,海天味业此次招股最高 发售价定为每股H股36.3港元,折合人民币约33.3元/股。海天味业将发行2.63亿股H股。此次参与认购的 基石投资者包括高瓴资本、新加坡政府投资公司GIC、瑞银资管、加拿大皇家银行、中信产业基金、红 杉、博裕等8家行业巨头、主权财富基金和顶级市场化机构,认购金额近47亿港元。 2022-2023年,海天味业的归母净利润分别下滑7%和9%。至2025年4月,海天味业交出一份"回暖"的 2024年财报。 ...
食品饮料行业2025年中期投资策略:结构分化,聚焦景气
Dongguan Securities· 2025-06-13 09:21
食品饮料行业 超配 (维持) 结构分化,聚焦景气 食品饮料行业 2025 年中期投资策略 2025 年 6 月 13 日 分析师:黄冬祎 SAC 执业证书编号: S0340523020001 电话:0769-22119410 邮箱: huangdongyi@dgzq.com.cn 食品饮料(申万)指数走势 资料来源:同花顺,东莞证券研究所 相关报告 投资要点: 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息,关于信息的准确性与完整性,建议投资者谨慎判断,据此入市,风险自担。 请务必阅读末页声明。 投 资 策 略 行 业 研 究 推荐 证 券 研 究 报 告 ◼ 食品饮料行业今年1-5月跑赢沪深300指数。2025年1-5月份(截至 2025年5月31日),SW食品饮料行业指数整体下跌1.52%,涨幅在所有 申万一级行业指数中居第二十一位,跑赢同期沪深300指数约0.89个 百分点。细分板块中,多数细分板块跑赢同期沪深300指数。 ◼ 维持对行业的超配评级。白酒板块:近期,受外部市场环境、需求弱 复苏、政策强化等因素影响,板块波动较大。从白酒企业公布的业绩 来看,板块内部呈现分化。政策面来看,5月1 ...
中炬高新举行业绩说明会 回应一季度业绩下滑等焦点问题
Xin Lang Zheng Quan· 2025-06-13 09:11
Core Viewpoint - 中炬高新技术实业(集团)股份有限公司 reported a decline in net profit for 2024 and the first quarter of 2025, while outlining strategies for market expansion and governance improvements [1][2]. Financial Performance - In 2024, the company achieved revenue of 5.519 billion, a year-on-year increase of 7.39%, but net profit fell to 893 million, a decrease of 47.37% [1]. - For the first quarter of 2025, total revenue was 1.102 billion, down 25.81% year-on-year, with net profit at 181 million, a decline of 24.24% [1]. Business Strategy - The company plans to expand marketing efforts into county and community levels, adjusting distribution strategies based on regional market demands and resource allocation [1]. - In the supermarket channel, the company aims to strengthen its promotional presence and explore customized product development to meet market needs [2]. Governance and Shareholder Relations - The company is focusing on market value management, including cash dividends and stock buybacks, to stabilize investor confidence [2]. - Concerns were raised by investors regarding the pace of non-core business divestiture and the relationship between major and minority shareholders [2]. Investment and Growth Initiatives - 中炬高新 plans to establish the Huojudinghui Fund, focusing on high-growth sectors such as health, biotechnology, and food technology [3]. - The company is prioritizing e-commerce and international markets as key growth areas, with e-commerce sales growing over 30% [3]. M&A Strategy - External acquisitions are a critical part of the company's strategy, with plans to seek acquisition targets primarily in the seasoning sector [4].
蚝油什么品牌好?真正的蚝油就选长康康浓蚝油!
Zhong Guo Shi Pin Wang· 2025-06-13 06:45
近日,长康推出的康浓蚝油在调味品市场中引发了广泛关注,凭借其显著的产品优势,迅速成为消费者提升菜肴鲜味的首选。 长康康浓蚝油的蚝汁含量比海势蚝油高出30%,这一数据直接转化为更为浓郁醇厚的鲜味体验。据众多烹饪爱好者反馈,使用长康康浓蚝油后,菜肴的鲜美 程度大幅提升,真正实现了"美味多三倍,够浓才够鲜"。无论是炒菜时提鲜增色,还是用于凉拌、调馅,只需少量的长康康浓蚝油,便能让菜品的味道达到 新的高度。在消费者愈发追求原汁原味的当下,其高含量的蚝汁成为了制胜法宝,让每一道菜肴都仿佛注入了大海的鲜美。 作为农业产业化国家重点龙头企业,长康一直以来都秉持着生产安全、健康、美味食品的理念。此次推出的康浓蚝油,不仅是对传统蚝油品质的升级,更是 对消费者健康与味蕾的双重承诺。长康通过严格的生产工艺把控,从源头精选优质生蚝,精心熬制蚝汁,将大海的馈赠完美浓缩在每一瓶蚝油中。 无论是追求精致生活的家庭主妇,还是专业的饭店厨师,康浓蚝油都能成为其烹饪的好帮手。在未来,长康有望打造康浓蚝油这一明星产品,持续引领蚝油 市场的品质升级,为广大消费者带来更多高品质的调味选择。 在包装方面,长康康浓蚝油采用玻璃瓶包装,这一设计充分考虑到了 ...