东京烘焙职业人原创《中国烘焙匠人店》系列已开启。来 # 听创始人说，说他们精彩的创业故事。 我们希望能够从创始人、主理人的经历中，去记录、去观察、去思考开店这件不容易的事情，我们相信，这是一种值得探索的事。 【独家采访 · 第 159 家】 【labaker楽焙面包】 是一家位于深圳的主打欧包的特色烘焙店，目前分店已经开到了上海。最初我们关注到【labaker】是他们每个面包都会搭配 一张的面包配方卡，上边标注了产品的特色、面团信息以及清晰的配料表含量。 这种设计瞬间打动了我们，不仅非常吸引眼球，并且能快速产生信任。 所以在最近我们终于有机会采访到了【labaker】的主理人Hebe，听听她对于面包制作和面包店经营的理念！ 初次见到主理人，她给我们的感觉与【labaker】这个品牌所表达出的印象简直如出一辙——严谨、逻辑清晰、干脆利落，又带着一点理科生独有的 浪漫。 Hebe是从金融行业跨界到烘焙。 故事要从疫情前的中国香港说起。那时她尚在香港从事金融相关工作，快节奏的生活让她常常在工作期间无暇坐下来好好吃上一顿饭，一日三餐的 两餐有时候都要靠面包解决 ——面包，对她以及大部分香港忙碌的人群来说，不是零食，不 ...

与此同时，以旧换新的热度也居高不下，成交笔数领跑全市。随着宝安区"欢购爱车"活动的持续发力， 本次假期期间宝安全区汽车置换更新申请数量为411辆，销售金额为9163万元，在全市各行政区中排名 第一；家电、数码产品以旧换新共核销13243笔，补贴金额超600万元，销售总额超4500万元，均排名全 市前列。 这个假期，宝安各商圈利用户外疗愈、首发经济、非遗、电竞等消费热点，策划多种特色主题活动，不 断丰富消费场景，吸引大量游客和消费者。在欢乐港湾，"深圳西引力——宝安五一国际艺术开放 周"与"公园文化季——五一专场"相继举办，世界小姐、国际艺术家、宝安本土艺术团、乐队在这里为 消费者送上沉浸式的艺术体验；满京华·满纷天地以王者荣耀全国大赛·海选赛的举办为契机，策划了一 系列电竞主题节日活动；随着好利来西部首店在大仟里的开业，大仟里也主动策划"有限面包公社 5.0"面包快闪活动，吸引全城的烘焙爱好者前来打卡……据统计，宝安全区本次假期实现消费笔数超 300万笔，同比上升7.67%，占全市消费比重近20%。 线上消费方面，美团大数据显示，5月1日至4日宝安区数字消费交易规模同比增速为18.74%，整体交易 规模在全国 ...

Core Insights - The bakery brand "拾 耍·SCHWASU," owned by Haidilao, opened its first store in Hangzhou, attracting significant customer interest during the May Day holiday [1][3] - The store offers nearly 20 types of bread, primarily common varieties, with prices mostly under 20 yuan, appealing to a broad customer base [2][3] - Haidilao's expansion into the bakery sector is part of a strategy to diversify its offerings and capture additional market segments, including breakfast and afternoon tea [3][4] Company Overview - "拾 耍·SCHWASU" is positioned as Haidilao's first bakery brand, leveraging the company's existing customer base and brand recognition [1][3] - The store features a modern design and a circular purchasing area, enhancing the shopping experience for customers [1][2] - Haidilao has previously ventured into various food sectors, including barbecue and hot pot, indicating a broader strategy of brand diversification [3][4] Product Offering - The bakery offers a range of products, including popular items like croissants and sea salt rolls, with some items priced as low as 5.8 yuan [2][3] - Special promotions, such as membership discounts and bundled offers, are in place to attract customers and encourage repeat visits [2][3] Market Context - The bakery industry is characterized by intense competition, particularly in Hangzhou, where numerous brands are vying for market share [3][4] - Haidilao's revenue for the previous year reached 42.755 billion yuan, with a year-on-year growth of 3.1%, indicating the company's overall financial health [3] - The introduction of "拾 耍·SCHWASU" aligns with Haidilao's "Red Pomegranate Plan," aimed at enhancing synergy with its main brand and launching new sub-brands [4]

Core Viewpoint - The rise of Chinese-style health bread, which combines traditional Chinese medicine concepts with modern baking, is gaining popularity among young consumers, particularly in hospital settings and social media platforms [3][6][8]. Group 1: Market Trends - The trend of "Chinese-style" products is becoming a new consumer phenomenon, with health-oriented foods like Chinese health bread emerging as a natural extension of this trend [6][8]. - The market for Chinese health water is projected to grow at a compound annual growth rate of 88.9%, potentially reaching a market size of 10.8 billion yuan by 2028 [6]. Group 2: Consumer Demographics - Young consumers, particularly health enthusiasts, are driving the demand for Chinese-style bread, often influenced by social media and health trends [3][6][8]. - The average customer flow at the "Yuanqi Health Bureau" bakery in hospitals is over 20 people during peak hours, indicating a strong interest from both patients and health-conscious individuals [5][6]. Group 3: Product Characteristics - Chinese-style breads feature unique ingredients and flavors, such as "Lotus Leaf Summer Package" and "Huangqi Health Package," which differentiate them from traditional Western breads [4][8]. - The combination of medicinal ingredients with baked goods is seen as an innovative approach that caters to the curiosity of young consumers [8][21]. Group 4: Competitive Landscape - The emergence of "copycat" products, as seen with the Yangzhou Central Hospital's health bread, indicates a growing market interest and competition in this niche [3][6]. - Companies like "Zhi Ma Health" are optimistic about the market potential for health-oriented breads, with early sales showing promising results [11][12]. Group 5: Challenges and Limitations - The location of many Chinese-style bread shops, often situated in hospitals or traditional medicine settings, limits their scalability and market reach [16][18]. - Despite positive consumer feedback, the challenge of maintaining repeat purchases exists, as many consumers view these products as novelty items rather than staples [17][20].

面包王子说： 未来国内会诞生出很多的烘焙独角兽，他们拥有敏锐的战略眼光、新锐地品牌营销思路，和运营管理能力。我现在就是在深耕整个烘焙技术领域 的体系，未来可以跟这些独角兽共同成长。 在日本大家对于红豆的热爱可以称得上"疯狂"，在烘焙行业更是将红豆用到了极致。 红豆包几乎是日本每一家店的必备产品，但是想要在竞争如此激烈的市场环境中，站稳脚跟却不是一件容易的事情。 以红豆面包闻名的「喜福堂」位于巢鸭地藏通商店街，创立于1 9 1 6年，这里经常被媒体称为 祖母的原宿。 从门店的招牌上可以看到，在名字的旁边有一个圆滚滚的红豆包，这也是 「喜福堂」的招牌产品。 今天，就带大家一起看看，这家历经4代人的老店是如何通过「红豆包」做传承，穿越百年。 PART-01 喜福堂 日本有一家店，自1 9 1 6年创业以来，就一直继承了第一代人的热情，保持着怀旧不变的品味。 在关东大地震后，店铺迁至巢鸭，至今仍位于此处，1 0 0多年来向当地人销售美味的面包。 「喜福堂」现在的主理人已经是第四代，已有1 0 0多年的历史。 大学毕业后， 金子郁夫每天 在「喜福堂」工作了大约3年，但他的祖父（当时 的第二代社长）鼓励他去外面的世界积累 ...

Core Insights - The 27th China International Bakery Exhibition (Bakery China 2025) will take place from May 19 to 22, 2025, at the Shanghai Hongqiao National Exhibition and Convention Center, marking it as the largest and most influential baking trade show globally [1] - The theme for this year's exhibition is "Innovation Driven, Connecting the World," with an exhibition area exceeding 330,000 square meters, featuring over 2,200 companies from more than 30 countries and regions, and an expected attendance of nearly 400,000 professional visitors [1] Group 1: International Collaboration - Bakery China 2025 aims to enhance international cooperation in the baking market, expanding its global network through partnerships with government agencies and industry organizations [2] - The exhibition will feature over 20% international brands, including those from developed baking regions such as Europe, North America, and Japan, as well as debuts from brands in Belt and Road countries and other emerging markets [2] - A special "Belt and Road Baking Corridor" will be established to showcase unique ingredients, traditional crafts, and cultural integration from countries along the Belt and Road [2] Group 2: Domestic Support - The exhibition will also focus on helping local enterprises expand internationally, launching an "International Trade Acceleration Program" to facilitate supply-demand matching and provide services for international buyers [2] - An international trade matching room will be set up at the venue to offer multilingual trade services, cross-border logistics consulting, and tariff policy interpretation, enhancing the global service capabilities of China's baking and confectionery industry [2] - A dedicated area for traditional Chinese pastries, such as egg yolk pastry and mochi, will be established to support the globalization of Chinese baking products and culture [2] Group 3: Industry Dynamics - Bakery China serves as a one-stop procurement platform for the entire baking and confectionery industry, reflecting the growing production capacity of China's baking sector [3] - The exhibition will be divided into 12 halls based on categories such as raw materials, equipment, packaging, and beverages, with thematic areas highlighting current industry trends like pre-made baking, health baking, and private label products [3] - The event attracts nearly 400,000 professional visitors from various sectors, including chain bakeries, distributors, and e-commerce platforms, facilitating efficient activation of the entire industry chain [3]

公 司 研 究 / 公 司 点 评 食品饮料 上 市 公 司 2025 年 05 月 05 日 立高食品 (300973) ——奶油驱动营收增长 效率提升优化盈利 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 04 月 30 日 | | --- | --- | | 收盘价（元） | 44.07 | | 一年内最高/最低（元） | 48.98/22.28 | | 市净率 | 3.1 | | 股息率%（分红/股价） | 1.59 | | 流通 A 股市值（百万元） | 5,016 | | 上证指数/深证成指 | 3,279.03/9,899.82 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 14.03 | | 资产负债率% | 39.23 | | 总股本/流通 A 股（百万） | 169/114 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 04-30 05-31 06-30 07-31 08-31 09-30 10-31 ...

以下文章来源于投中网 ，作者喜乐 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识 和洞见，在私募股权投资行业和创新商业领域拥有权威影响力。官网：www.chinaventure.com.cn 来源丨 投中网 顶着"烘焙第一股"的昔日皇冠正式走进末路。 提到网红品牌，除了它做到了引领热潮和热议之 外，现在又多了另一层含义：往往网红都易昙花一现。就像被称为"时代的眼泪"的蛋糕品牌，克莉 丝汀。 近期，上海星瀚律师事务所发文称，因上海克莉丝汀食品有限公司不能清偿到期债务且资产不足以 清偿全部债务， 2025 年 3 月 12 日，上海市第三中级人民法院作出（ 2025 ）沪 03 破 187 号 民事裁定书，裁定受理克莉丝汀破产清算案，如今面向社会征集财产线索。 01 "这是一个有救的企业，一定会大有希望！" 在克莉丝汀为期 32 年的历史里，创始人罗田安无疑是最为重要的人物，在他的手里，克莉丝汀完 美完成了"濒临死亡 - 起死回生 - 走进末路"的闭环。 中国台湾人罗田安靠在台湾贩卖牛仔裤起家，作为一名成功商人，他在 30 岁时就实现了财富自 由，据说那时他 ...

以下文章来源于剁椒Spicy ，作者剁椒团队 剁椒Spicy . 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 本文来自微信公众号： 剁椒Spicy ，作者：亚娜，原文标题：《贵价面包杀回北上广！35元一个的面包，年轻人抢疯了？》，题图来自：虎嗅（张一 然拍摄） "北京人有福了，阿那亚排队王宿咕开到北京朝阳合生汇了" "现在开面包店很挣钱吗，长楹天街三个网红店挤一块了" 在社交媒体平台上，关于"贵价面包"店的讨论帖又热闹了起来。今年以来，来自各地的网红贵价面包店密集"进京赶烤"，争相入驻了北京高人气、流 量商场，上演了神仙打架的戏码，光是在北京合生汇，烘焙品牌就有20多家。 面包爱好者幂幂上周在合生汇逛街时发现B1一家面包工坊排起了长队，她奔着凑热闹的心态排队进店购入了三款面包，均价35元。"这三块大土司够 我吃一星期了"，幂幂告诉剁椒Spicy。 今年以来，均价60元以上的新一波高端烘焙品牌快速在一二线城市扩张。从上海、北京走出的韩国面包品牌BUTTERFUL&CREAMOROUS （黄油与 面包，简称 B&C） ，今年开到了更多新一线城市；来自武汉的UH祐禾、济南的石头先生的烤炉、上海的DR ...

来源丨剁椒Spicy（ID：ylwanjia） 以下文章来源于剁椒Spicy ，作者剁椒团队 剁椒Spicy . 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 作者丨亚娜 图源丨Midjourney "北京人有福了，阿那亚排队王宿咕开到北京朝阳合生汇了" "现在开面包店很挣钱吗，长楹天街三个网红店挤一块了" 在社交媒体平台上，关于"贵价面包"店的讨论帖又热闹了起来。今年以来，来自各地的网红贵价面包店 密集"进京赶烤"，争相入驻了北京高人气、流量商场，上演了神仙打架的戏码，光是在北京合生汇，烘 焙品牌就有20多家。 面包爱好者幂幂上周在合生汇逛街时发现B1一家面包工坊排起了长队，她奔着凑热闹的心态排队进店购 入了三款面包，均价35元。"这三块大土司够我吃一星期了"，幂幂告诉剁椒Spicy。 | 高端烘焙品牌 | 定位 | 售价 | 开店情况 | 背景 | | --- | --- | --- | --- | --- | | UH祐禾(UH | "现烤现做+透明工坊" 模式,主打大分量、高 | | 从武汉起家,2024年加速 进军北京、上海、杭州等 | 线上优惠券引流(如5折 | | YUHE) | ...