大家好~ 6月10日我们将会和斯顿一起 在视频号为大家开启一场直播， 关于烘焙届的"变形金刚"—— 卡仕达 预拌 粉的创意应用 做馅料、做挞液、做蛋糕、做甜点... 新手一秒变大师！ 直播现场还有精彩互动与抽奖活动， 快点击下方二维码预约~ 为了中国烘焙市场信息更加透明流通，方便上下游资源更快速的链接，东京烘焙职业人开通栏目 " 中 国烘焙工厂 " ，和大家一起了解更多关于 OEM/ODM 加工企业的深度信息，洞察头部企业的发展布 局，快速精准匹配需求。 同时欢迎更多优质的 OEM/ODM 企业 与我们联系！ 有需求联系相关代工企业或寻求代工相关资源的 品牌方 请添加联系方式，会有专人对接。 【中国烘焙工厂·第 9 家】 /// 近年来，随着消费者对健康饮食的关注日益升温，烘焙行业正经历一场从"美味至上"到"健康与美味 并重"的深刻变革。低糖、低脂、无添加的产品需求激增，而兼具创新力与品质保障的企业正在这一 浪潮中脱颖而出。 江苏味林食品有限公司（下文简称味林食品） ，正是这样一家以技术为驱动的烘 焙行业新锐力量。 从爆款单品"牛乳布丁麻薯""奇亚籽莓果玫瑰燕麦杯"，到专为健身人群打造的"零添加蔗糖碱水 棒" ...

Core Viewpoint - The article highlights the significant decline of the once-dominant bakery brand, Tao Li Bread, reflecting a broader crisis in the traditional packaged bread industry as it struggles to adapt to changing consumer preferences and competitive pressures from new entrants and alternative products [3][10][19]. Financial Performance - In Q1 2025, Tao Li Bread's revenue fell by 14.2% year-on-year to 1.201 billion yuan, while net profit dropped by 27.07% to 84.04 million yuan, marking the worst quarterly performance since its listing [3][4]. - From 2021 to 2024, revenue growth rates decreased from 6.24% to -9.93%, with net profit declining for four consecutive years [4][10]. Market Dynamics - The bakery market is experiencing a shift from large-scale production to precise operations, with Tao Li's struggles mirroring the challenges faced by other traditional brands like Man Ke Dun and Da Li, which have also seen declines or exits from the market [10][19]. - The market is becoming increasingly fragmented, with new brands like Xiao Bai Xin Li Ruan and Hao Shi gaining traction, while established brands face challenges from convenience stores and fresh-baked alternatives [6][10][33]. Competitive Landscape - The top five companies in China's baking industry include Da Li Yuan, Tao Li Bread, Pan Pan, Oreo, and Xu Fu Ji, with a highly dispersed competitive landscape where the top three companies hold only 9.2% market share [6][10]. - The rise of convenience stores offering fresh sandwiches and baked goods is significantly impacting traditional brands, as they cater to immediate consumer needs [10][12]. Consumer Preferences - Consumer perceptions are shifting, with a growing acceptance of medium and long shelf-life products, challenging the traditional notion that short shelf-life equals freshness [29][30]. - New brands are leveraging innovative marketing and product differentiation to capture market share, while traditional brands struggle with product innovation and adapting to new consumer demands [30][42]. Industry Transformation - The article emphasizes that the challenges faced by Tao Li Bread are indicative of a larger transformation in the industry, where traditional brands must navigate a landscape increasingly dominated by new entrants and changing consumer behaviors [13][46]. - The competition is no longer just among similar brands but also includes a variety of channels and formats, such as convenience stores and online platforms, which are reshaping consumer purchasing habits [46][60].

Core Viewpoint - The article discusses the governance structure and recent developments at Tao Li Bread, highlighting the shift from a unified family control to a more decentralized decision-making process within the board of directors [5][6]. Shareholding Structure - Tao Li Bread exhibits a typical family-controlled structure, with four family shareholders holding a combined 56.36% of shares, led by Wu Xuequn with 24.99% and Wu Xueliang with 15.71% [3][4]. - The family has a diversified shareholding, preventing any single shareholder from having absolute control, despite the concentration of shares within the family [4]. Recent Governance Issues - A recent board meeting revealed a dissenting vote from Wu Xueliang against a proposal to increase credit limits, indicating potential governance issues within the family [5][6]. - The company has 24 production bases with a capacity of 49.35 million tons, but production has decreased by 11.03% compared to 2023 [5]. Historical Context - The shareholding evolution of Tao Li Bread can be divided into three phases: initial family control, consolidation during growth, and governance adjustments post-IPO [7][10]. - The company was founded in 1997 by Wu Zhigang and his second son, Wu Xuequn, and has undergone several ownership changes and expansions since then [10][11]. Financial Performance - The company has faced declining financial performance, with a revenue drop of 14.2% in Q1 2025 and a net profit decline of 27.1% [19]. - In 2024, revenue was 6.09 billion yuan, down 9.9% year-on-year, with net profit at 520 million yuan, a decrease of 9.1% [19]. ESG Disclosure - Tao Li Bread currently holds a B rating in ESG assessments, with governance scores being higher than social and environmental scores [21][23]. - The company has faced criticism for its lack of transparency in social and environmental responsibility disclosures, particularly regarding employee turnover and product quality complaints [25][27]. Information Disclosure - The company has maintained a cash dividend policy, with a planned payout ratio of 76.6% for 2024, aligning with regulatory expectations [28]. - Despite having a comprehensive information disclosure system, the quality of disclosures still requires improvement, as evidenced by a consistent B rating from the stock exchange over the past three years [28].

近日，上海一家颇具人气的网红面包店因其"敞开式"摆放食品引起争议——没有任何遮挡，如何保证食品安全？对 此，上海市场监管部门已于近期责令商家整改。就在昨天（6月2日）上午，看看新闻Knews记者实地探访，店内已经 采取透明塑料防护罩、拉帘等临时性措施配合整改。 网红面包店之所以能迅速走红，与其别出心裁的空间设计和极具视觉吸引力的产品摆放方式密不可分。当消费者可以 直接看到、甚至近距离接触到诱人的甜点时，这种"沉浸式"的体验确实能够刺激购买欲望，因此，"敞开式"陈列逐渐 走红，选择这么做的并不止这一家面包店。 然而，这种"沉浸式"体验的背后，是显而易见的食品安全隐患。空气中的灰尘、飞沫、细菌，甚至是不经意间的触 碰，都可能对食品造成污染。尤其是在人流量大的网红店，这种风险更是成倍增加。市场监管部门同时还表示，如蛋 糕这样一些需控温的食品，一旦温度上升，容易滋生细菌。 而商家也应该回归理性，想要从"网红"到"长红"，不仅仅是产品好看、环境独特，更在于对食品安全的严苛把控，对 消费者健康的责任担当。只有把食品安全放在首位，才能赢得消费者的长期信任，才能在被戏称为"面包一条街"的吴 江路不至于成为一闪而过的流星。 食 ...

在江西东部的大山内，有一个常住人口不到10万人的小县城，靠做面包走出了20多位亿万富翁、160多 位千万富翁，这就是"中国面包之乡"——资溪。我们熟悉的"鲍师傅""詹记""泸溪河"等品牌，都是资溪 人闯荡中国面包界的缩影。 30多年前，沐浴着改革开放的春风，当时的资溪人渴望着生活能有新奔头。1987年，在资溪县马头山镇 杨坊村长大的退伍军人张协旺在江西省鹰潭市开了一家面包店，取名"鹭江面包店"，自此资溪人有了第 一家面包铺子。 外形小巧、外酥里嫩、奶香四溢的小餐包，是资溪面包的代表产品。靠着这样的小餐包，"第一代资溪 面包人"完成了农民到商人的"蜕变"。许多人经过艰难的"几轮"打拼才站稳脚跟，逐渐找到面包生意 的"门道"。 像张协旺这样的"第一代资溪面包人"在经营规模逐步扩大时，通过亲帮亲、邻带邻的方式，一村带一 镇，一镇带一县，使得资溪面包产业不断发酵膨胀。杨坊村也得名"中国面包第一村"。 在资溪面包产业的起步阶段，政府就开始提供小额"面包贷款"。只要有人想去外地开面包店，很方便就 能贷到几千至数万元不等的启动资金。20多年前，资溪县还成立了全国第一家县级面包行业协会，为在 外地的面包商户提供法律、资金及技 ...

东京烘焙职业人每周准时摘取烘焙行业最重要的、最有价值的新品信息、品牌资讯，行业热文和海 外信息，一切你想知道的，都在这里。 在这里不需要恰饭，只需要更新鲜的资讯！ 1、 叮咚买菜【OAT燕麦系列脆墩墩】 2、邻几便利店【马苏里拉芝士面包】 3、the Roll'ING【生椰芒芒瑞士卷】 4、 米旗 【儿童节蛋糕】 5、好面包【鸡肉芝士卷】 6、入口刚好【烈火牛肉法棍】 7、仟吉KenGee【3款咸粽】 8、 子情贝诺 【六一蛋糕】 9、全日可颂【糖心漫游】 10、 孙北北面包【奇亚籽德式香肠能量棒】 11、爱立颂alissant 【4款冰面包】 12、欢牛【六一儿童节限定】 13、 85度C 【 童心相伴】 14、原麦山丘【4款经典面包】 15、ALDI奥乐齐【阳光玫瑰葡萄牛乳蛋糕】 16、巴黎贝甜【4款萌萌哒贝甜熊蛋糕】 17、 好利来 【米乳三明治蛋糕系列】 18、詹记【徽州酒酿大福】 19、桃李面包【黑金坚果面包】 20、爸爸糖【2款慕斯蛋糕】 1、青沐家的日常【抹茶面包】 2、Le Sud【酸奶粽子】 3、Delicake悠乐蛋糕【莓开颜笑】 4、THE SCONER【桑葚脆香米奶油米面包】 5、Mi ...

凤凰网财经《公司研究院》 核心提示： 1 、近日，有消费者投诉在北京亦庄的爸爸糖门店购买的吐司中吃出塑料异物，商家态度恶劣，电话威胁消费者要求提供住址，凤凰网财经《公司研究院》 联系该门店及爸爸糖总部，暂时未对此事进行回应； 2 、投诉平台显示，爸爸糖存在近 50 条投诉，涉及吐司发霉、变质、门店跑路等问题，多数未解决； 3 、 2021 年，爸爸糖曾获 IDG 资本上亿元融资，计划三年内开 1000 家店，如今门店数量不到 500 家，离 " 梦想线 " 相差甚远。 ------------------------------------------------- 近日，一消费者向媒体反映，26日13时左右，她在外卖平台下单了位于北京亦庄的"爸爸糖"柠檬奶酪吐司，食用过程中吃出异物。 不过，随后店家的"威胁"态度令其感到害怕，凤凰网财经《公司研究院》向该消费者所提到的门店进行求证，在听到具体事项后，该商家表示，不清楚， 并直接挂掉电话。 爱企查数据显示，爸爸糖成立于2017年，曾在2021年获得IDG上亿元的融资。公司品牌创始人在获得融资后，曾一度畅想三年开千店，如今数据显示，加 盟店已经不足500家，距离 ...

刺猬公社 . 互联网内容行业观察与研究 以下文章来源于刺猬公社 ，作者刺猬公社编辑部 来源丨 刺猬公社（ID：ciweigongshe） 作者丨阿狸 编辑丨 陈梅希 "我亲手种的苞谷，终究成了我吃不起的玉米蛋挞。" 这几天，很多短视频都在拍一个玉米蛋挞转场到农民辛苦劳作种玉米的场景。台词写满了普通消费者 对高价烘焙品的极度不满。 一切都因为一块网红甜品 ——玉米蛋挞。在产地，一斤玉米的收购价在一元上下，但在烘焙店里，一 枚玉米蛋挞的最初售价高达 48 元。 4 月以来，玉米蛋挞的话题度不断攀升，仅在 5 月下旬，就已有 两次因价格登上微博热搜，小红书上甚至出现"玉米蛋挞事件分析"的搜索词条。 一个小小的网红玉米蛋挞引发了一场事件，同时掀起了物价争议和对立情绪。有人撰文《蛋挞经济 学，玉米的斤两称不出劳动的砝码》；有网友戏称，面包店和卤味店、奶茶店是现代三大奢侈品店。 消费者高涨的情绪之下，纵然有对物价的不满，但当矛头箭指一款烘焙甜品，实则指向的是行业性的 问题。 早在两年前， "面包刺客"就已是一个热词。 128 元一个的黑山吐司， 42 元一个的国王饼， 20 元一 盒的曲奇，烘焙的价格令不断消费者崩溃。 ...

Core Points - The company has faced multiple food hygiene issues in recent years, with incidents involving insects found in their products [1][2][3][4][5] - The company has over 960 direct-operated stores across 25 provinces and cities in China, with modern food industrial parks established in cities like Fuzhou and Wuhan [5] Incident Summary - On May 22, a video surfaced showing two large flies in a tasting box at a store in Ningbo, leading to public concern [1] - In December 2024, another incident occurred in Nanjing where a customer reported flies on a purchased bread, with the store claiming it was due to customer negligence [1] - In August 2023, a customer in Hangzhou reported numerous flying insects in the bread cabinet, to which the store attributed to its location near West Lake [2] - In June 2023, a customer in Dalian found black insect bodies on a purchased bread [3] - In May 2022, a customer in Chengdu discovered insects in the bread, suspected to be flour weevils [4] - In December 2021, a customer in Tianjin reported ants on a purchased bread [5]

Core Viewpoint - The company is seeking to increase its bank credit limit for 2025, but the chairman has expressed concerns about the necessity of this increase given current capacity and financial planning [1][2]. Group 1: Board Meeting Decisions - The third meeting of the seventh board of directors was held on May 22, where a resolution regarding the cancellation of a wholly-owned subsidiary was passed with 6 votes in favor and no opposition [1]. - The proposal to increase the bank's comprehensive credit limit for 2025 received 5 votes in favor and 1 vote against, with the chairman voting against it [1]. Group 2: Credit Limit Proposal - The company plans to apply for an additional 200 million yuan in comprehensive credit from Shanghai Pudong Development Bank to meet operational funding needs, with the final amount subject to bank approval [2]. - After this application, the total planned credit limit from the bank during the credit period will amount to 3.3 billion yuan [5]. Group 3: Financial Performance - In the first quarter of the year, the company reported revenue of 1.201 billion yuan, a year-on-year decrease of 14.2%, and a net profit of 84.0372 million yuan, down 27.07% year-on-year [5].