华资实业公告，公司拟出资1000万元成立全资子公司恒鲁生物，以推进"创新驱动、多元布局，推动产 业升级"发展战略。新设子公司将利用现有技术平台，开发护肤品及轻体代餐产品，有助于拉长产业 链，提升产品价值链。本次投资无需提交股东会审议，资金来源为公司自筹，不会对公司财务及经营状 况产生不利影响。 ...

天眼查App显示，近日，亳州市益谷春生食品有限公司成立，法定代表人为王权，注册资本10万人民 币，经营范围为许可项目：食品销售（依法须经批准的项目，经相关部门批准后方可开展经营活动，具 体经营项目以相关部门批准文件或许可证件为准）一般项目：食品互联网销售（仅销售预包装食品）； 保健食品（预包装）销售；食品销售（仅销售预包装食品）；农产品的生产、销售、加工、运输、贮藏 及其他相关服务；食用农产品零售；农副产品销售；互联网销售（除销售需要许可的商品）（除许可业 务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

□ 本报记者 付 奇 12月16日，国家开发投资集团有限公司下属的国投生物制造创新研究院有限公司与泰兴市东圣生物科技 有限公司签署股权转让协议，并启动新质蛋白产业化项目，引得食品业界瞩目。前者是实力雄厚的国家 资本，后者是在细分市场占有率达六成的民企"小巨人"，此次合作，不仅标志着这家央企"巨无霸"在新 质蛋白领域构建起"技术研发+产业落地"的完整链路，也将以央地合作为生物制造这一战略性新兴产业 注入强劲动力。 东圣生物是全球谷氨酰胺转氨酶（TG酶）龙头企业，其核心产品远销40多个国家和地区，国内市场占 有率达60%，是国家级专精特新"小巨人"企业，具备较为成熟的产学研用体系。 12月16日，记者来到位于泰兴市黄桥镇的东圣生物总部所在地，看到其核心产品TG酶生产全过程。在 发酵车间，通过10个4层楼高的发酵罐，可将从纳米比亚等地引进的鱼粉等原材料发酵转化为粉状"原 酶"，再在复配车间8条产线上，通过一系列工艺稀释复配成酶制剂产品。"这个产品广泛应用在肉制品 乳制品等领域，起到改良质构的作用。"东圣生物质控部负责人何蓉介绍。 中国工程院院士、江南大学教授陈坚介绍，所谓"生物制造"，就是致力于把生物科学/生物技术 ...

Summary of Leshu Group's Conference Call Company Overview - Leshu Group holds a leading position in the diaper and sanitary napkin market in Africa, with significant market shares in countries like Ghana, Cameroon, and Kenya. The company has established 18 sales branches in 12 countries, covering over 30 countries and serving more than 25 million customers, showcasing a strong first-mover advantage [2][3][4]. Core Business Insights - The group has built an efficient and robust global supply chain with 44 production lines across eight African countries. The design capacity for diapers exceeds 5.5 billion yuan, while sanitary napkins exceed 2.5 billion yuan. Local manufacturing shortens sales cycles, and global centralized procurement ensures stable raw material supply [2][3][4]. - Leshu Group collaborates with international consulting firms to establish a digital management system, enhancing decision-making efficiency [2][3]. - The company's ESG strategy drives four strategic directions, with a localization employee training strategy resulting in 90.5% of employees being locally hired, promoting win-win cooperation [2][5]. Market Dynamics - Emerging markets like Africa exhibit strong economic vitality and growth potential, with a youthful population and rising consumer power. Africa accounts for approximately 37% to 38% of the world's annual newborns, creating a substantial market opportunity [6]. - High import tariffs (around 25%) in Africa encourage local production, while supportive government policies in countries like Ghana boost demand for sanitary products [6][10]. Competitive Advantages - Leshu Group's core advantages include: 1. First-mover advantage in the sanitary products market in Africa, establishing strong manufacturing barriers [7]. 2. An efficient global supply chain centered on international manufacturing [7]. 3. A localization strategy that emphasizes local employee training [7]. - These advantages enable the company to effectively respond to challenges in emerging markets and maintain a competitive edge [8]. Financial Performance - The company experienced rapid business growth in 2023, with a revenue increase of 19% year-on-year for the first half of 2025, driven by core regional focus, cost control, tariff advantages, and new factory openings. The gross profit margin remains stable between 33% and 35.5% [4][19][20]. Future Growth Potential - The sanitary napkin market in Africa is projected to grow significantly, with the female population expected to reach 1.2 to 1.3 billion by 2050. The usage rate of sanitary napkins among African women is anticipated to rise to two-thirds, compared to current usage rates in China [9]. - Leshu Group plans to expand its product categories beyond diapers and sanitary napkins, exploring related food sectors and considering greenfield investments or acquisitions [29]. Challenges and Strategies - Entering the African market presents challenges such as time barriers and insufficient market knowledge. The company emphasizes the importance of local experience for effective decision-making [10][11]. - Leshu Group's digital operations enhance competitiveness through partnerships with leading firms like IBM and Deloitte, achieving comprehensive digital management across various functions [13]. Regional Focus: Ghana - Ghana is a strategic market for Leshu Group, characterized by a stable political environment and significant economic growth. The government has implemented policies that support economic development, making it an attractive investment destination [45][46]. - The company has established a strong presence in Ghana, with a diversified product strategy catering to different consumer needs and leveraging local market dynamics [55][56]. Conclusion - Leshu Group is well-positioned for continued growth in emerging markets, particularly in Africa, through its robust supply chain, localized strategies, and commitment to digital transformation. The company aims to maintain its leadership in the sanitary products sector while exploring new growth opportunities in related markets.

竞品动态的"监测仪"让差异化营销更精准。双旦营销同质化严重，想脱颖而出需精准卡位。舆情工具可实时追踪竞品声量、卖点及用户反馈，某洗护品牌通 过对比分析发现，竞品"长效留香"已形成认知壁垒，转而聚焦自身"温和无刺激"优势，结合母婴群体舆情数据定制传播内容，成功开辟细分市场。这种基于 数据的差异化打法，远比盲目跟风更高效。 风险防控的"预警器"是品牌的生命线。双旦物流压力大、促销规则复杂，易引发价格争议、售后投诉等舆情。某零食品牌通过7×24小时监测，在"吃出异 物"的负面帖子发布5分钟内即介入处理，赔偿并公开整改流程，避免危机发酵。舆情系统的分级预警机制，能通过短信、弹窗等方式实时提醒，让品牌 在"黄金4小时"内掌握主动权。 营销效果的"仪表盘"实现动态优化。投放后的数据复盘不再依赖销量单一指标，舆情监测可量化话题热度、情感倾向及传播路径。某饮料品牌发现双旦联名 广告中"童年回忆"关键词互动量最高，立即追加怀旧向内容投放，话题阅读量提升3倍。这种"监测-分析-优化"的闭环，让营销从"广撒网"变为"精准钓"。 双旦营销的胜负，早已取决于数据洞察能力。舆情监测让品牌听见消费者的真实声音，看清竞品的战略布局，守住口碑 ...

Core Insights - New Hope Group, founded in 1982, has evolved from traditional poultry and pig farming to become a major player in the agricultural sector, ranking in the 2024 China Top 500 Enterprises and the 2024 Fortune Global 500 [4] - The company is transitioning from high-speed growth to high-quality growth, focusing on producing safer, higher-quality, and more distinctive products to meet changing consumer demands [4] - New Hope has implemented initiatives like the "Grain Saving Action" to optimize feed production, aiming to save approximately 300,000 tons of grain annually [4] - The company has developed a cold chain logistics platform that significantly improves efficiency, reducing delivery times from 4 hours to 10 minutes and cutting logistics costs by nearly 20% [6] Group 1: Company Development and Strategy - New Hope Group's growth strategy emphasizes adapting to new market conditions and consumer needs, moving away from merely increasing production capacity [4] - The company has successfully turned around its financial performance, reporting a net profit of 474 million yuan in 2024, a 90.05% increase year-on-year, despite a 27.27% decline in revenue [8] - The firm is focusing on technological innovation and efficiency improvements across its operations, including breeding, cold chain logistics, and product development [7] Group 2: Industry Trends and Challenges - The agricultural sector is experiencing a shift in dynamics, with factors such as inventory levels, raw material prices, and consumer behavior influencing market conditions [9] - New Hope is leveraging its extensive historical data and market insights to develop predictive models for industry cycles, aiming to enhance production planning [9] - The company recognizes the importance of maintaining resilience in the supply chain and is committed to fostering innovation to navigate industry challenges [7]

市场监管总局反垄断二司副司长谢方介绍，三年来，市场监管总局依法审查了一批具有重要影响力的民 生领域集中案件。附条件批准先声药业收购托毕西股权等案件，禁止武汉用通收购山东华泰制药股权 案，维护市场公平竞争，保障消费者利益。 对于涉及公用事业、食品、药品等民生领域经营者集中，经审查认为不会对市场竞争产生排除、限制竞 争影响的，依法快速予以审结，有效激发经营主体活力，降低企业制度性交易成本。 开展轨道交通、药品零售、医疗器械、新能源汽车等民生重点领域市场竞争状况评估工作，对医药行业 经营者集中情况进行动态监测，分析行业特点和竞争状况，为做好相关民生领域经营者集中审查工作提 供有力支撑。 新京报讯(记者陈琳)市场监管总局今日(12月17日)公布的数据显示，在为期三年的民生领域反垄断执法 专项行动中，该局坚持规范与效率并重，累计审结民生领域经营者集中案件950件，其中附条件批准3 件，禁止1件，有效维护了与人民群众生活密切相关的医药、公用事业、食品等关键领域的公平竞争秩 序。 同时，全面提升经营者集中审查质效。持续优化经营者集中反垄断业务系统，实现全流程线上办理，正 式实施经营者集中委托审查制度，通过并购审查课堂等多种 ...

Core Viewpoint - A new individual business named Zhengshangmao Operating Department has been established in Jiangyang District, Luzhou City, with a registered capital of 10,000 RMB, focusing on liquor sales and various other general projects [1] Group 1: Business Establishment - The business is registered under the legal representative Chen Zheng [1] - The registered capital of the business is 10,000 RMB [1] Group 2: Business Scope - The business operates in licensed projects including liquor sales, which require approval from relevant authorities before commencement [1] - General projects include food sales (only pre-packaged food), packaging services, rubber product manufacturing, plastic product sales and manufacturing, retail of medical protective supplies, daily necessities sales, sales of fiberglass and products, manufacturing and sales of plastic processing equipment, and new material technology research and development [1]

天眼查App显示，近日，四川秋山肴食品有限公司成立，法定代表人为曾昌伟，注册资本50万人民币， 经营范围为一般项目：食品销售（仅销售预包装食品）；食品互联网销售（仅销售预包装食品）；农副 产品销售；新鲜水果批发；新鲜水果零售；运输货物打包服务；装卸搬运；供应链管理服务；普通货物 仓储服务（不含危险化学品等需许可审批的项目）；总质量4.5吨及以下普通货运车辆道路货物运输 （除网络货运和危险货物）；食品进出口；信息咨询服务（不含许可类信息咨询服务）。（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，成都青羊区川香集食品有限公司成立，法定代表人为高港，注册资本1万人民 币，经营范围为许可项目：食品销售。（依法须经批准的项目，经相关部门批准后方可开展经营活动， 具体经营项目以相关部门批准文件或许可证件为准）一般项目：玩具销售；日用百货销售；玩具、动漫 及游艺用品销售；服装服饰零售；鞋帽零售。（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）。 ...