在充满变局的今天，食品饮料市场正面临前所未有的挑战与机遇： 本届FBIF2025邀请到 味之素、养乐多、森永乳业、麒麟、卡乐比、明治、好侍食品、伊藤火腿、日东红 茶、英斗酱料 等拥有超过数十年乃至百年历史的品牌，这些品牌如何做到跨越周期？ FBIF2025将透过演讲分享、圆桌对谈、产品展示、案例分析等内容深度解析，带您一窥究竟： 品牌经验分享 论坛演讲 在FBIF2025乳品创新、饮料创新、零食与烘焙、功能性配料创新、渠道创新、产品开发论坛以及全体大会 上，迎来众多经验丰富的资深嘉宾，让我们一起来看跨越长周期的品牌将会带来怎样的洞察与成功经验？ 热门品类的爆发性增长背后，竞争加剧、同质化现象凸显，品牌面临"以价换量"的内卷困局，同时对 未来长期发展 的焦虑日益加剧； 渠道的快速演变 推动着产品开发与销售模式的变革，国内食品饮料市场生态呈现出高速迭代的态势， 企业需要在这一快速变化的环境中保持敏捷； 中国食品饮料品牌的出海步伐加速，2023年出口总额已达765亿美元。然而，独立品牌的海外销售占 比仍然有限，如何突破华人圈层，深入本地市场，仍是 品牌出海 面临的关键挑战。 阿部文明博士 执行董事兼研发部门负责人， ...

企业名称无锡麦煜食品有限公司法定代表人李国平注册资本1000万人民币国标行业制造业>食品制造业 >其他食品制造地址无锡市新吴区珠江路67-8-401企业类型有限责任公司营业期限2025-4-27至无固定期 限登记机关无锡高新技术产业开发区（无锡市新吴区）数据局 来源：金融界 天眼查App显示，近日，无锡麦煜食品有限公司成立，法定代表人为李国平，注册资本1000万人民币， 由无锡麦昱食品有限公司全资持股。 序号股东名称持股比例1无锡麦昱食品有限公司100% 经营范围含许可项目：食品生产；食品添加剂生产；调味品生产；粮食加工食品生产；饮料生产；食品 销售；食品互联网销售（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 审批结果为准）食用农产品初加工；食品添加剂销售；食品互联网销售（仅销售预包装食品）；农副产 品销售；工程和技术研究和试验发展；技术推广服务；软件开发；食用农产品批发；新鲜蔬菜零售；新 鲜蔬菜批发；谷物销售；家用电器销售；电子产品销售；日用百货销售；五金产品批发；礼仪服务；日 用杂品销售；外卖递送服务；初级农产品收购；专业保洁、清洗、消毒服务；包装服务；互联网销售 （除销售需要许 ...

Core Viewpoint - The annual report of Shanghai Baoli Food Technology Co., Ltd. for 2024 highlights the company's financial performance, including a net profit of RMB 233.24 million, and outlines its profit distribution plan, which proposes a cash dividend of RMB 2.50 per 10 shares [4][21]. Company Overview - Shanghai Baoli Food operates in the manufacturing sector, specifically in the food manufacturing industry, focusing on the production of condiments and fermented products [6]. - The company specializes in the research, development, production, and technical services of food seasonings, offering high-quality solutions to restaurants, food industry enterprises, and home consumers [12][13]. Industry Situation - The condiment industry plays a crucial role in the food sector, with a market size of RMB 479.3 billion in 2023, growing at a CAGR of 5.3% from 2018 to 2023 [8]. - The compound seasoning market in China has seen significant growth, with its size increasing from RMB 74.2 billion in 2018 to RMB 117.4 billion in 2023, reflecting a CAGR of 9.6% [9]. Financial Performance - For the reporting period, the company achieved operating revenue of RMB 2.65 billion, an increase of 11.91% year-on-year, while net profit decreased by 14.10% to RMB 267.36 million [21]. - The total assets of the company reached RMB 2.14 billion, marking a growth of 12.65% compared to the beginning of the year [21]. Profit Distribution Plan - The company plans to distribute a total cash dividend of RMB 100 million to shareholders, which represents 68.60% of the net profit attributable to shareholders for the year [4][33].

证券代码：603886 证券简称：元祖股份 公告编号：2025-021 上海元祖梦果子股份有限公司 二、报告期公司经营模式 1、蛋糕、中西式糕点为公司报告期内的主要产品。 一、2025年第一季度主要经营数据 1、主营业务分渠道情况 2、主营业务分产品情况 单位：万元 币种：人民币 渠道 2025 年度第一季度 2024 年度第一季度 变动比例 线下销售 6,062.38 12,177.11 -50.21% 线上销售 25,744.68 28,243.87 -8.85% 合计 31,807.06 40,420.98 -21.31% 单位：万元 币种：人民币 产品类别 2025 年度第一季度 2024 年度第一季度 变动比例 蛋糕 20,767.39 26,223.74 -20.81% 中西糕点 9,819.78 12,720.15 -22.80% 其他 1,219.89 1,477.09 -17.41% 合计 31,807.06 40,420.98 -21.31% 3、主营业务分地区情况 2025 年第一季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内 ...

瑞财经 吴文婷 近日，安徽雪郎生物科技股份有限公司（以下简称"雪郎生物"） 披露北交所IPO辅导工 作进展报告(第十期)，辅导机构为国投证券。 据了解，雪郎生物于2022年11月9日启动IPO辅导，而本期辅导时间为2025年1月1日至2025年3月31日。 雪郎生物的主营业务是研发、生产、销售功能性食品添加剂和生物降解材料。主要产品和服务为苹果 酸、天门冬氨酸、富马酸、可降解塑料袋、吸附剂B、丁二酸、降解塑料母粒、苹果酸钾。 李云政先生,1964年出生,中国国籍,无境外永久居留权,1985年北京理工大学 化工专业本科毕业,获得学士学位;1990年北京理工大学应用化学专业研究生毕业,获 博士学位。1990年至1992年担任北京理工大学材料科学研究中心讲师:1992年至1995 年担任北京理工大学材料科学研究中心副教授:1995年至 2012年担任北京理工大学材 料科学研究中心教授;2000年至今就职于南京国海生物工程有限公司,任董事长;现担 任安徽雪郎生物科技股份有限公司董事长,任职期间为 2011年11月20日至2014年11 月 19日。 股权方面，公司无控股股东，董事长李云政持股16.65%。 | 辅导对 ...

星湖科技4 月21 日发布24 年年报和25 年一季报：24 年营收173 亿元，同比-0.2%，归母净利9.4 亿元 （扣非后11.4 亿元），同比39%（扣非后同比57%），其中24Q4 归母净利2.7 亿元，同环比 +41%/+55%，24Q4 归母净利符合我们前瞻2.7 亿元的预期。拟每股派现0.38 元（含税），股利支付率 66.94%。25Q1 实现营收40 亿元，同环比-4%/-11%，归母净利4.7 亿元（扣非后4.6 亿元），同环比 89%/78%，25Q1 归母净利超过我们前瞻3亿元的预期，系成本改善、非经常性损益减少等影响。考虑豆 粕提价及减量替代需求下氨基酸景气有望改善，维持"买入"评级。 24 年氨基酸景气改善，味精跌价及非经常性损益拖累下全年净利仍创新高24 年饲料添加剂营收yoy+4% 至117 亿元，毛利率yoy+4.8pct 至17%，据博亚和讯，赖氨酸（98.5%）/赖氨酸（70%）/苏氨酸均价 10.5/5.3/11.0 元/kg ， yoy+11%/-9%/+1% ， 赖/ 苏氨酸综合价差2.4/3.8 元/kg ，yoy+94%/+60%；食品添 加剂营收yoy-13 ...

Group 1: Ganyuan Food (甘源食品) - Ganyuan Food plans to conduct in-depth research in the Southeast Asian market starting Q4 2024, with an accelerated product export strategy in 2025 [1] - The company is addressing raw material fluctuations through advance reserves, supply chain alternatives, and increasing direct procurement [1] - The growth in accounts receivable is primarily due to the staggered impact of the Spring Festival, leading to increased receivables during peak sales periods [1] - The comprehensive nut and bean snack series growth is attributed to bulk snack channels and overseas markets [1] - A significant promotional effort in Q1 2024 resulted in lower e-commerce gross margins, but gross margins are expected to rise year-on-year in Q1 2025 [1] - Sales expenses in Q1 2025 are expected to increase due to the initiation of the Southeast Asia export strategy, including market research, product design, and new celebrity endorsement fees [1] Group 2: Tianshan Aluminum (天山铝业) - Tianshan Aluminum provided detailed insights on alumina price trends, Indonesian project progress, high-purity aluminum sales, and aluminum foil capacity planning [2] - Alumina prices are expected to rise in 2024, followed by a decline in 2025 due to the release of new capacity [2] - The Indonesian bauxite mine has been successfully delivered, and the alumina project has received environmental approval [2] - High-purity aluminum sales increased by 50% year-on-year, and aluminum foil capacity is gradually expanding [2] - The company aims to maintain a debt-to-asset ratio around 40% and plans to distribute at least 30% of distributable profits as cash dividends over the next three years [2] - The company has set clear carbon emission targets, aiming for a 13.5% reduction in energy consumption per unit of output and an 18% reduction in CO2 emissions per unit product by the end of 2025 [2] Group 3: Longhua New Materials (隆华新材) - Longhua New Materials specializes in the large-scale production of polyether polyols and polyamide resins, focusing on high-performance and environmentally friendly new materials [3] - The company expects total revenue of approximately 5.62 billion yuan in 2024, a year-on-year increase of 12.01%, while net profit is projected to decline by 30.90% [3] - In Q1 2025, the company anticipates revenue of approximately 1.51 billion yuan, a year-on-year increase of 11.52%, with net profit expected to rise by 19.52% [3] - The polyether industry is in a mature phase with broad market applications, and the company has developed proprietary production processes and equipment [3] - Ongoing projects include a 330,000-ton polyether polyol expansion and the first phase of a nylon 66 project with a production capacity of 40,000 tons [3] - The company has a minimal direct export volume to the U.S. and plans to implement measures to address complex external environments [3]

Mergers and Acquisitions - Fosun Pharma's subsidiary plans to acquire 21,034,300 non-listed shares of Fuhong Hanlin at HKD 24.60 per share, totaling HKD 517 million, increasing its stake to 63.43% [1] - Xinle Energy's wholly-owned subsidiary intends to purchase a 3% stake in Beijing Zhouyuan for CNY 2.4 million, aimed at expanding its data center power market [2] - Zhejiang Yongqiang approved the acquisition of stakes in two companies from its subsidiary, involving CNY 19.41 million for a 2.718% stake in Yishang Travel and CNY 97.33 million for 25.0028% of Tengxuan Tourism Group [3] Performance Disclosure - Anji Food reported a revenue of CNY 607 million for 2024, a decrease of 4.06%, while net profit increased by 23.29% to CNY 38.33 million, attributed to slower recovery in the catering industry [4] - Yanjing Beer achieved a revenue of CNY 14.667 billion for 2024, a growth of 3.20%, with net profit rising 63.74% to CNY 1.056 billion, driven by increased sales of its flagship product [5] Share Buybacks - China Communications Construction Company plans to repurchase A-shares worth CNY 500 million to 1 billion, while its controlling shareholder intends to increase H-shares by CNY 250 million to 500 million [6] - Aohai Technology announced a share buyback plan of CNY 40 million to 80 million, targeting a price of up to CNY 59 per share [7] - Vanadium Titanium Co. plans to repurchase shares worth CNY 100 million to 200 million, with a maximum price of CNY 4.30 per share, while its controlling shareholder plans to increase holdings by CNY 50 million to 100 million [9] Stock Risk Warnings - Rock Shares will face delisting risk warnings due to negative net profit and insufficient revenue, with stock trading suspended for one day [11] - Greenland Holdings received an administrative penalty for failing to disclose litigation matters, leading to corrective measures from the Shanghai Securities Regulatory Bureau [12] - Shandong Huapeng reported a negative retained earnings of CNY 900 million and a debt ratio of 97.47%, indicating potential risks to its ongoing operations [13] - Aowei Communication anticipates a net loss of CNY 60 million to 90 million for 2024, which may trigger delisting risk warnings [14]

在包括渠道竞争加剧在内的多重挑战下，A股"粽子第一股"五芳斋2024年营收净利同比双降，其中，营收创上市后新低，整体业绩不如上市前。 财报显示，五芳斋2024年实现营业收入约22.51亿元，同比下滑14.57%；归属于上市公司股东的净利润约1.42亿元，同比下滑14.24%；归属于上市公司股 东的扣除非经常性损益的净利润约1.3亿元，同比下滑9.66%。 从产品结构来看，粽子依然是五芳斋的核心产品，在2024年产销双降，营收同比下滑18.64%，拖累了公司整体业绩。在大单品粽子之外，五芳斋打造以 月饼为主的烘焙产品为第二增长曲线，月饼系列在2024年创造了超过2亿元的营收，实现了3.46%的增长。 2025年，五芳斋计划提升渠道精细化运营能力、做宽产品价格带、多举措实现降本增效等。同时，加快布局国际业务，剑指食品老字号出海第一品牌。 主动收缩低效经销网络 五芳斋去年营收净利同比双降 2024年，五芳斋营收净利同比双降。财报显示，五芳斋去年营业收入同比下滑14.57%，归属于上市公司股东的净利润同比下滑14.24%，归属于上市公司 股东的扣除非经常性损益的净利润约同比下滑9.66%。 五芳斋表示，这一年，公司主 ...

2025年一季度，全国规模以上工业产能利用率为74.1%，比上年同期上升0.5个百分点。 分三大门类看，2025年一季度，采矿业产能利用率为74.6%，比上年同期下降0.4个百分点；制造业产能利用率为74.1%，上升0.3个百分点；电力、热力、燃 气及水生产和供应业产能利用率为73.6%，上升2.4个百分点。 分主要行业看，2025年一季度，煤炭开采和洗选业产能利用率为71.9%，食品制造业为69.3%，纺织业为77.8%，化学原料和化学制品制造业为73.5%，非金 属矿物制品业为60.9%，黑色金属冶炼和压延加工业为79.3%，有色金属冶炼和压延加工业为77.5%，通用设备制造业为78.1%，专用设备制造业为75.6%，汽 车制造业为71.9%，电气机械和器材制造业为71.7%，计算机、通信和其他电子设备制造业为74.7%。 | 2025年一季度规模以上工业产能利用率 | | --- | 产能利用率：是指实际产出与生产能力（均以价值量计量）的比率。 企业的实际产出是指企业报告期内的工业总产值；企业的生产能力是指报告期内，在劳动力、原材料、燃料、运输等保证供给的情况下，生产设备（机械） 保持正常运行，企业可实 ...