代工业务受制于人，但放弃前者、专注于自己的品牌也并非易 事。 作者：阿茹汗 郑明珠 封图：CFP 一家年销售额不到百亿元的乳制品企业陷入了两难： 面对渠道商的代工订单，接还是不接？ 纷沓而至的代工需求，虽能解决奶源过剩的烦恼，可一旦做了渠道定制的自有品牌，就意味着各项 成本要一览无余地展现给渠道商，并面临对方的"极致压价"，下一步更是要在超市货架上与这些自 有品牌展开正面竞争。 这家不愿具名的乳制品企业位于华东地区。当谈及今年的市场时，市场部负责人语气中透露着无 奈，"渠道定制越来越多，越是大的渠道，越要做定制，这对品牌商来说压力很大，而且会弱化我 们自己的品牌"。 当手握货架资源、流量入口的渠道商们纷纷下场做自有品牌时，品牌商们已经嗅到了危机，这家乳 企不过是众品牌商遭遇的缩影。 凯度消费者指数的数据显示，2024年上半年，在其监测的百余个快消品品类中，零售企业自有品 牌的整体销售额增速为40%，远高于整体快消品2%的销售额增速。此外，在17个品类中，山姆自 有品牌Member's Mark的市场份额已超过0.5%。 盒马们的比价 国内一家头部粮油企业目前与永辉、胖东来、山姆等多个渠道都有代工合作。 面对渠 ...

Core Viewpoint - The government has set a target of approximately 1.4 trillion jin (about 700 million tons) for grain production this year, emphasizing the importance of spring management and sowing to ensure a successful summer harvest [1][2]. Group 1: Grain Production Outlook - The current state of grain and oilseed production is promising, with stable winter wheat acreage and a good growth condition for winter oilseed rape, which has seen an increase in area for seven consecutive years [1][3]. - The spring sowing progress is ahead of last year, with nearly 20% of the national spring grain sowing completed as of mid-April, including over 70% for early rice and over 60% for middle rice [2][3]. Group 2: Support Measures and Strategies - The government continues to enhance support for grain production by raising minimum purchase prices for wheat and early indica rice, stabilizing subsidies for corn and soybeans, and implementing comprehensive cost insurance for rice, wheat, and corn [3][4]. - A focus on improving grain yield through the "Four Good" strategy (good land, good seeds, good machinery, and good methods) aims to achieve breakthroughs in large-scale yield increases [4]. Group 3: Market Dynamics - Domestic grain prices have stabilized and begun to rise since February, with stable prices for staple grains like rice and wheat, while corn and soybean prices have increased [4][5]. - The recovery in the grain market is attributed to effective regulatory measures, improved demand due to consumption policies, and a positive outlook among trade and processing enterprises [5].

Group 1 - A dairy company with annual sales of less than 10 billion yuan faces a dilemma regarding whether to accept private label orders from channel partners, which could alleviate excess milk supply but also lead to intense price competition and brand dilution [1][10] - The Kantar Consumer Index indicates that in the first half of 2024, the overall sales growth of private label products in monitored fast-moving consumer goods categories is 40%, significantly higher than the 2% growth of overall fast-moving consumer goods [1] - The trend of channel partners launching private label products is causing brand manufacturers to feel threatened, as they must compete directly with these private labels on supermarket shelves [1][14] Group 2 - A leading grain and oil company has adopted an open mindset towards the trend of channel partners launching private labels, acknowledging that if they do not participate, others will [2] - The company has decided to engage in contract manufacturing for channel partners, aiming to maximize profits despite the pressure to lower prices from these partners [3][11] - Contract manufacturing often results in lower profit margins, with some products yielding profits that are only half of those from self-branded products [5][11] Group 3 - The transparency required by channel partners during the bidding process for private label products puts significant pressure on manufacturers, as they must disclose all cost details [6][8] - The shift towards private labels has led to increased competition, with channel partners leveraging their pricing power to negotiate lower costs from manufacturers [9][12] - The dairy company’s market representative noted that the demand from channels includes both straightforward orders and specific product requirements, which can increase supply chain costs if not met [13] Group 4 - The emergence of private labels in traditionally branded categories, such as dairy, indicates a shift in strategy by channel partners, who are now competing in higher brand equity segments [14][15] - The collaboration between channel partners and manufacturers is evolving, with some partners seeking to create unique products rather than simply relying on low-cost options [16] - The competitive landscape is forcing manufacturers to consider high-end positioning for their own brands to differentiate from private labels, which often dominate shelf space [16][17]

在农业现代化与乡村振兴战略纵深推进的当下，粮油产业的科技变革与振兴新农业的协同发展成为备 受瞩目的焦点。近日，益海嘉里金龙鱼携手劳作纪实综艺《种地吧》在浙江杭州举办"金龙鱼6步鲜 大米春耕节"。作为连续三季《种地吧》综艺节目的深度合作伙伴，金龙鱼6步鲜大米再度引发关 注。 | 20 THE FRES 西手 6步解 脚 1() 6步鲜 D 6 s /6 m na Alland The 五常大米 07 拉 尼 相差 4 11 5 科技驱动的"新质生产力"：捍卫粮食安全 "从《种地吧》节目开播至今，金龙鱼6步鲜大米一直选择支持和帮助这群少年。"益海嘉里金龙鱼米 业事业部总监王巍表示，"金龙鱼看好的是节目背后'相信土地的力量'的价值观，希望更多新农人能 参与到种地中去，关注中国农业的发展。" 作为益海嘉里旗下国民粮油品牌，金龙鱼与《种地吧》的三年合作，悄然揭开了一个行业巨头对现代 农业的深度思考：从田间到餐桌的产业链掌控力、对粮食安全议题的响应，再到乡村振兴战略下的品 牌价值重构，金龙鱼正在构建一条超越传统商业逻辑的农业生态链。 跨界合作的深层逻辑：从流量共享到价值共创 《种地吧》第三季以破竹之势席卷综艺市场：爱奇艺 ...

今年的《政府工作报告》明确提出"粮食产量1.4万亿斤左右"预期目标。"我们将紧盯这个目标，环环紧 扣抓好春管春耕，打牢夏粮和全年粮食丰收基础。"农业农村部总农艺师、种植业管理司司长潘文博 说。 今年粮油生产开局较好。据农业农村部农情调度，冬小麦面积保持稳定，拔节期一二类苗比例91.2%， 与上年相当、好于常年；冬油菜面积稳中有增，长势好于上年和常年。春耕春播进展总体顺利，全国春 播粮食已完成近二成，进度同比略快。 夏收粮油是全年粮油生产的第一仗，事关全年粮食生产大局。当前，北方冬小麦孕穗抽穗，长江中下游 抽穗扬花，西南地区已经开始灌浆，冬油菜陆续灌浆成熟。潘文博告诉记者："总体来说，今年夏收粮 油生产形势还是不错的，丰收有了好的基础，呈现'一稳一好'的特点。" 他分析，今年国内粮食市场回暖有三方面主要原因。一是调控有力。去年下半年以来，为促进粮食市场 平稳运行，稳定农民收益预期，国家有关部门及时采取增加储备收购等一系列措施，成效初步显现。二 是需求向好。国家提振消费政策陆续出台，农产品总体需求向好，粮食购销进度也明显加快。三是预期 改善。粮食进口有所减少，贸易加工企业市场信心也在不断增强，普遍看涨后市，纷纷提 ...

聚焦富民兴业，在推进乡村全面振兴上实干争先。山东是经济大省也是农业强省，做好"三农"工作是我 们发展经济的基本盘和先手棋。我们坚持把农业农村优先发展作为"固本之策"，推动农业增效益、农村 增活力、农民增收入，全力打造平原特色乡村振兴齐鲁样板示范区。高质量推进产业振兴。重点抓好食 药用菌、渔业水产、粮油加工等农业特色产业，在延长链条、提升品质、拓展市场上下更大功夫，推动 乡村产业优化升级、提质增效。高水平推动城乡融合。推进烟潘唐一体化，合理布局产业园区、公共平 台、蓝绿空间、路网体系等，塑造宜居、宜业、宜贸、宜学的城镇新风貌，争做全省城镇区域一体化发 展排头兵。 （作者系山东省临清市委书记） （文章来源：经济日报） "郡县富、天下足"，县域经济若能蹄疾步稳，经济高质量发展就有了着力点和突破口。作为承上启下的 关键节点，县域经济既是政策落地的"最后一公里"，也是产业升级的"前沿第一线"，在地区经济中占据 重要地位。经济大省挑大梁，县域经济必须要勇争先。以一域之光为全局添彩，以更高站位、更实举措 持续推动县域经济高质量发展。 作为鲁西重要节点城市，近年来，临清市立足县域实际，充分发挥比较优势，挖掘自身潜能、发挥特色 ...

"民以食为天"，在全球贸易政策不稳定的背景下，关税政策是否会影响大米粮食供应、价格是否会有波动，成为民众关心的重点。 4月28日，国家发展改革委副主任赵辰昕在新闻发布会上表示，我国始终坚持"以我为主、立足国内、确保产能、适度进口、科技支撑"的国家粮食安全 战略，实行最严格的耕地保护制度，实施"藏粮于地、藏粮于技"，加强政府储备管理，推进进口来源多元化。 2024年，我国粮食产量首次迈上1.4万亿斤的新台阶，人均粮食占有量远远高于国际公认的400公斤粮食安全线。我国完全能够做到谷物基本自给、口粮 绝对安全，中国人的饭碗稳稳地端在自己手中。 技术减少粮食损耗 水芙蓉 摄 所谓"鲜割"，是指在稻谷九成熟时收割，不仅可以确保稻米品质，还可以减少收割时稻谷自然脱落带来的约5%田间损失。以北方一作区水稻产量估 算，若普遍采用鲜割模式，能够减少约235万吨损失，相当于2100万人一年的大米粮食消费量。 这一技术通过科研数据，精准把握最佳收割时间，实现"藏粮于地"；而在碾磨加工过程中采用稳定温度的技术，减少碎米产生，降低加工损耗，也 是"藏粮于技"。 益海嘉里金龙鱼管理层在交流会上分享，若在加工过程中产生了未达售卖标准的碎米 ...

转自：中国质量报 "益海嘉里金龙鱼作为中国粮油行业的领军企业，始终以'大农业观'为指引，聚焦全产业链协同发展， 以科技创新驱动农业现代化。未来，金龙鱼6步鲜大米将继续以创新科技与责任担当，绘就'把饭碗牢牢 端在自己手里'的时代蓝图。"陈波表示，该企业将持续依托稻谷"6步鲜米精控技术"创新体系开发及产 业化，引领粮油食品走高质量发展之路。 本报讯 （记者贾润梅）近日，益海嘉里金龙鱼食品集团股份有限公司（以下简称"益海嘉里金龙鱼"） 在浙江省杭州市京杭大运河畔的生态稻田启动以"6步鲜·春耕节邀您一起种地吧"为主题的2025年春耕仪 式。《种地吧》节目嘉宾李昊、奥运冠军邢傲伟、业内专家及消费者代表参与此次活动。 活动现场，电商渠道代表、线下渠道代表参与了此次仪式，共同打通从田间到餐桌的鲜米直通车，以溯 源互动强化消费者信任。 益海嘉里食品营销有限公司董事长、总经理陈波表示："作为唯一连续3年深度合作《种地吧》节目的品 牌，金龙鱼6步鲜大米与该节目中的年轻嘉宾实现了'双向奔赴'。这些年轻人愿意亲近自然，热爱劳 动，勇于创新，我们要支持他们。这不是一个简单的商业决策，而是一个关于尊重土地、振兴新农业的 长期承诺。我们陪 ...

粮仓建设维持景气，设计向机电工程延伸拓展顺利分行业，24 年粮油加工/冷链物流营收 22.17/4.11 亿，同比+10.1%/+8.9%，主要系粮仓建设景气度较高，毛利率 24.52%/28.08%，同比+1.54/-3.86pct。 分业务，24 年设计咨询/机电工程/设备制造营收 6.10/15.75/3.99 亿，同比+0.63%/+46.64%/-28.35%，设 计向机电工程延伸战略执行较好，机电工程交付业务收入规模持续快速增长，毛利率 47.90%/19.78%/13.28%，同比+5.16/+2.50/-6.93pct 。24 年综合毛利率 25.49% ， 同比+0.75pct ； 24Q4/25Q 毛利率 24.24%/19.85%，同比-0.75/-6.86pct。 公司发布年报及一季报：2024 年实现营收26.5 亿，同比+9.8%，归母净利2.34 亿，同比+7.3%，略低于 我们的预期（2.53 亿），主要系回款放缓导致减值计提超预期所致。24Q4/25Q1 实现营收13.2/4.7 亿， 同比+32.4%/+32.2%，归母净利1.18/0.37 亿，同比+6.2%/+7.6% ...

Core Insights - The 15th IGPE China International Grain and Oil Industry Expo and the 8th Grain and Oil Industry Marketing and Development Conference recently opened in Nanjing, where "Sukang Baby Rice" won the "Technology Innovation" Gold Award, and Sukang Rice Industry was awarded the "Outstanding Distributor" Gold Award, reflecting the recognition of "Sukang Rice" product quality and business philosophy [1] Group 1: Quality Control and Assurance - Sukang Rice Industry is recognized as the only "chain leader" enterprise in Jiangsu for high-quality rice, adhering to a strict raw material management philosophy that ensures consistency and stability in rice growth through meticulous control at every stage from seedling to harvest [2] - The company implements advanced preservation and storage techniques, including intelligent grain storage and modern methods like mechanical ventilation and temperature control, to maintain the nutritional value and taste quality of rice [2] - A comprehensive quality inspection system is established, ensuring that all rice products meet national standards and high-quality requirements, providing reliable product guarantees and comprehensive support services to consumers [2] Group 2: Research and Development - Jiangsu Nongken has a specialized research team focused on rice variety development and improvement, producing high-quality varieties such as "Hua Jing" series "Xiang Yuan 99" and "Nan Jing 108" that cater to local conditions [3] - The company collaborates with institutions like Jiangnan University to leverage big data and quality information for selecting premium raw materials and producing functional and customized rice products, aligning with consumer demands for better nutrition [3] - Sukang Rice has received multiple awards for taste and has been included in the "China Good Grain and Oil Products" directory, reflecting its commitment to product innovation and market expansion [3] Group 3: Sustainable and Safe Practices - The rice fields in Jiangsu are located in nutrient-rich areas with abundant water sources, providing ideal conditions for rice cultivation [4] - The company follows a "six unifications" management approach to ensure traceability and accountability in food safety, establishing a modern food safety traceability system [4] - Sukang Rice Industry promotes a "green quality safety" philosophy, enhancing its brand influence through standardized production practices and sustainable farming methods [4]