以下文章来源于天下网商 ，作者天下网商 如今，溜溜梅要冲上市了。 天下网商 . 记录互联网商业的人物和故事。 垂直赛道"偏科生"，再战港股IPO。 "你没事儿吧，没事儿就吃溜溜梅！"12年前的夏天，杨幂在各大卫视黄金档刷频的这句魔性广告语， 让溜溜梅的名字被无数人记住。而品牌和品类的强绑定，则让其快速成为梅子零食大王。 图片来源：微博@溜溜梅 4月16日，溜溜梅背后的溜溜果园集团股份有限公司（下文简称"溜溜梅"），向港交所递交了招股书， 拟冲击港股IPO。此前在2019年，溜溜果园曾向深交所提交过上市申请，不过在当年12月撤单。 今年55岁的安徽商人杨帆，白手起家创立了这个梅子零食第一品牌。如今，溜溜梅不只做青梅的生 意，还将西梅、果冻、软糖等产品装进了消费者的购物车。 招股书显示，2024年，按零售额计，溜溜果园在中国梅产品行业排名第一，市场份额为7%。2021年 —2024年，公司在青梅果类零食行业、西梅果类零食行业连续四年排名第一。 聚焦财务数据，2022年—2024年，溜溜果园实现的总收入分别为11.74亿元、13.22亿元及16.16亿 元；对应的净利润分别约为0.68亿元、0.99亿元、1.48亿 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

US stock indices seemed to be heading for a moderately positive start to trading on Thursday, before reports emerged from Japan that dented the market's confidence.  Futures for the S&P 500 were down 0.25% at the time of publication, having been up almost as much the other way an hour earlier. Dow Jones futures were down 0.5% and those for the Nasdaq were 0.3% in arrears.  The spark that hit markets was a report that Japan intends to push back against any US effort to bring it into an economic bloc aligned ...

Core Viewpoint - Ganyuan Food's Q1 2025 financial results showed a significant decline in revenue and net profit, attributed to high base effects from the previous year and a contraction in traditional supermarket business [1][3]. Financial Performance - Q1 2025 revenue was 504 million yuan, a year-on-year decrease of 13.99% - Net profit attributable to shareholders was 52.76 million yuan, down 42.21% year-on-year [1]. - The sales net profit margin dropped to 10.47% from around 15% in previous years, with the non-recurring net profit margin falling to 9.09% [4]. Reasons for Performance Decline - Revenue decline was influenced by a significant reduction in low-priced gift box live-streaming during the Spring Festival and a decrease in traditional supermarket business scale [3]. - Increased procurement costs for key raw materials, such as palm oil, led to a gross margin reduction of 1.08% [3]. - Sales expense ratio increased by 4.24 percentage points, and management expense ratio rose by 1.56 percentage points [3]. Market Expansion and New Channels - Ganyuan Food is focusing on expanding into Southeast Asian markets and has initiated a strategy to enhance its export capabilities [4]. - The company has established stable partnerships with various snack retail systems, which include a range of products [5]. - New channels, particularly snack retail stores, are seen as crucial for driving growth, although traditional channels are experiencing a decline [6]. Industry Context - The Chinese snack food market reached a size of 1,124.7 billion yuan in 2023, maintaining rapid growth but facing intense competition [7]. - Competitors like Liuyin Pupu and Three Squirrels have begun price reductions to enhance competitiveness, indicating a challenging market environment [7].

"你没事吧、你没事吧、没事就吃溜溜梅"，早年间杨幂的一句代言广告台词，让溜溜果园乘上流量东风。曾先后 聘请杨幂、肖战、时代少年团做代言人，不缺话题的溜溜梅要赴港上市了。 4月16日，知名零食品牌溜溜梅的母公司溜溜果园正式向港交所递交招股书，拟在香港主板上市。此次IPO由中信 证券和国元国际联席保荐，标志着溜溜果园在经历2019年A股上市折戟后，再次向资本市场发起冲击。 尽管其2024年营收突破16亿元、净利润达1.48亿元，但其过度依赖单一品类、食安与环保问题频发、以及高额营 销，也让资本市场对其长期价值提出关注。 梅干零食贡献超六成营收 核心品类毛利率下滑 由创始人杨帆于1999年创立，溜溜果园的核心产品，是以青梅为代表的梅类休闲食品。 招股书披露的财务数据显示，2022年至2024年，溜溜果园的营收分别为11.74亿元、13.22亿元和16.16亿元；同期 的毛利分别为4.53亿元、5.30亿元和5.83亿元；同期的净利润则为分别0.68亿元、0.99亿元和1.48亿元。 然而，在营收持续增长的同时，核心产品毛利率却呈现持续下滑态势。比如，占营收超60%的梅干零食，该梅干 零食类的毛利率从2022年的39 ...

以下文章来源于TopDigital ，作者TD TopDigital . TopDigital 关注数字时代如何做好品牌营销。专访大品牌和500强，深挖营销案例背后的品牌生意方法 论。通过内容、活动及赛事，为100万+品牌营销人士提供专业服务。 不知道大家有没有发现，这几年去逛超市、便利店，突然发现货架上多了一种叫作「梅冻」的产品。吃 起来带着一股梅子的酸甜，热量也不高，当我发现自己复购了一遍又一遍的时候，对这个产品产生了好 奇，查了查资料。 原来这个不知道最近哪一年冒出来的黑马产品，背后有这么多故事。 先说大背景，「梅冻」定位为"天然果冻"，它所属的休闲零食市场，市场规模高达1.16万亿，不过竞 争格局分散，同质化严重是最大的挑战之一。 关于同质化这一点，来伊份首席增长官姜振多、三全食品总裁陈希、喜茶等知名企业（及高层）均公开 表达过担忧——"趋同的产品将消耗用户热情"、"同质化竞争已导致价格战泛滥"…… 再说说小背景，「梅冻」所属公司溜溜梅的主要产品为果脯蜜饯。 图片来源：微博@溜溜梅 果脯蜜饯属于休闲零食市场里的一大子类别，当今消费者越来越偏好健康、低糖低盐、纯净配料的零 食，除了上述同质化问题之外，这 ...