Core Insights - Chongqing's seasoning industry has achieved a scale exceeding 30 billion yuan, with an average annual growth rate of 8.8% over the past five years [1][2] - The industry maintains a profit margin of around 10%, and the city has nurtured 42 specialized small and medium-sized enterprises [1] - Future plans include enhancing the recognition of "Chongqing flavor" and promoting the development of the seasoning industry [1] Industry Development - Chongqing aims to leverage its large consumer market and strong supply chain to boost the seasoning industry [1] - The city will focus on local high-quality raw material supply, particularly through the demonstration of seasoning tree species bases [1] - Plans include the establishment of large-scale, mechanized production lines for local specialties like Sichuan pepper and chili [1] Innovation and Talent Development - Chongqing will promote the establishment of key laboratories and innovation centers for the seasoning industry [2] - The city encourages collaboration between leading enterprises and quality SMEs to enhance innovation capabilities [2] - There will be an emphasis on education and training in seasoning-related fields through partnerships with local universities and vocational schools [2] Market Engagement - Strategies will be implemented to create experiential scenarios such as industrial tourism to enhance consumer awareness of "Chongqing flavor" [2] - A national digital trade market for the seasoning industry will be planned to improve transparency in the supply chain [2]

Core Viewpoint - Lianhua Holdings (600186.SH) expects to achieve a net profit attributable to shareholders of the listed company between 250 million to 280 million yuan for the first three quarters of 2025, representing a year-on-year increase of 51.39% to 69.55% [1] - The company also anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses in the same range, with a year-on-year increase of 51.11% to 69.24% [1] Group 1 - The "Lianhua" brand has been deeply rooted in the basic seasoning field for over 40 years, possessing high recognition and reputation [1] - In 2023, the company leveraged its domestic brand advantages for a strong brand comeback, providing momentum for new product introductions [1] - Significant achievements have been made in new product development and sales, with products like Lianhua Matsutake Fresh and Premium Brewed Soy Sauce being well-received by consumers [1] Group 2 - In the new retail business, several new products have performed exceptionally well [1] - Revenue from products such as Matsutake Fresh, Premium Brewed Soy Sauce, and compound seasonings has seen substantial year-on-year growth [1]

涪陵榨菜（002507.SZ）10月10日在投资者互动平台表示，您好，公司调味液产品等同于酱油产品，可 用作烹饪时调味用。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的乌江榨菜调味液可以炒菜时用做调味么？ ...

携手不丹国家De-suung青年技能培训项目 促进青年厨艺教育 不丹的厨艺交流活动虽圆满结束，李锦记将持续推动当地青年厨艺发展。一班获提名的青年厨师将于明 年前往中国香港，展开考察之旅。此行将为他们提供进一步开阔视野、亲身了解李锦记品牌传承价值的 宝贵机会。 李锦记致力在全球发扬中华优秀饮食文化，透过其标志性的全球烹饪体验项目，已在中国、马来西亚、 南韩、越南、英国、美国及加拿大等地，透过提供厨艺教育课程、奖学金及交流活动，培育有志青年。 展望未来，李锦记将继续以酱料和美食为桥梁，担当启发、教育和连系大众的角色。 关于李锦记 李锦记致力成为亚洲饮食文化的全球门户，矢志发扬中华优秀饮食文化。自1888年创立以来，李锦记已 成为几代人记忆中的味道，象征阖家欢聚、同桌共餐的珍贵时刻。李锦记迄今已推出超过300种广受全 球消费者和厨师喜爱的酱料和调味品，是专业主厨和住家大厨探索、创新和创造卓越美食体验的伙伴。 李锦记扎根中国香港，业务遍及全球超过100个国家及地区。秉承深厚的传统、坚持卓越品质的承诺、 可持续发展的理念和永远创业精神，李锦记致力为全球消费者创造卓越亚洲美食体验。 关于De-suung青年技能培训项目 ...

智通财经APP获悉，海通国际发布研报称，据预测，25年9月重点跟踪的8个必选消费行业中5个保持正 增长，3个负增长。个位数增长的行业包括速冻食品、软饮料、调味品、啤酒和餐饮；下降的行业包括 次高端及以上白酒、大众及以下白酒和乳制品。与上月相比，5个行业增速改善，3个变差。双节前消费 和备货意愿不强，节后统计数据也显示商品消费弱于服务消费(国家税务总局数据显示增速分别为3.9% 和7.6%，整体增速4.5%)。 乳制品：9月国内乳制品行业收入为455亿元，同比下滑4.6%。1-9月累计收入为3531亿元，同比下滑 1.2%。乳制品需求仍然承压，礼赠市场表现不佳，经销商中秋国庆双节备货意愿谨慎。同时我们在九 月价格月报中也观察到乳制品线上零售价折扣率再次加大，价格竞争现象仍然较多。 速冻食品：9月国内速冻行业收入为78亿元，同比增长4.0%，1-9月累计收入805亿元，同比增长1.7%。 3Q25速冻食品需求整体表现平稳，9月为迎接双节，餐饮渠道纷纷备货，从而拉动对速冻食品的需求增 长，环比需求出现改善。进入下半年高基数影响逐渐消化。龙头企业各自调整策略争取全年增长。 软饮料：9月国内软饮料行业收入为663亿元， ...

Group 1: Market Overview - A-shares opened lower and experienced fluctuations, with the Shanghai Composite Index testing the 3900-point support level, while the ChiNext Index fell over 3% below 3200 points [1] - The market saw a stable trading volume, with technology growth stocks undergoing significant adjustments, particularly the STAR Market Index which dropped over 4% [1] Group 2: Food and Beverage Sector - The food and beverage sector showed resilience, with the beverage and dairy segments leading the gains, as the sector index rose over 2% for the fifth consecutive day [2] - Notable performers included Zhuangyuan Pastoral, which hit the daily limit, and Yangyuan Beverage, which also reached the daily limit, alongside other companies like New Dairy and Dongpeng Beverage [2] - The positive sentiment was bolstered by PepsiCo's Q3 earnings report, which revealed revenues of $23.94 billion, slightly above Wall Street's expectations, and an adjusted EPS of $2.29, exceeding the forecast [2] Group 3: Pre-prepared Food Standards - The State Council's Food Safety Committee is prioritizing the establishment of national standards for pre-prepared foods, following recent controversies, which will enhance consumer rights and transparency in the restaurant sector [2] - The draft for the national food safety standards for pre-prepared foods has passed review and is set to be publicly consulted [2] Group 4: Cultivated Diamond Sector - The cultivated diamond sector opened significantly higher, with the sector index rising over 4% to reach a historical high [4] - Key stocks included Huanghe Whirlwind, which hit the daily limit and achieved a new annual high, and Sifangda, which also opened at a 20% limit up [4] - The Ministry of Commerce and the General Administration of Customs announced export controls on various synthetic diamond products, which may impact the sector [4] Group 5: Investment Opportunities - Analysts suggest that the food and beverage industry presents structural investment opportunities driven by policies to boost domestic demand and trends in rational, emotional, and health-oriented consumption [3] - Focus areas for investment include the beverage sector, particularly energy drinks, the snack industry with innovative channels and products, and health products targeting younger consumers [3]

Market Overview - A-shares opened lower and experienced fluctuations, with the Shanghai Composite Index testing the 3900-point support level. The tech growth stocks faced significant adjustments, with the Sci-Tech Innovation 50 index dropping over 4% and falling below 1500 points, while the ChiNext index fell over 3% and dropped below 3200 points. Market trading volume remained stable [1]. Sector Performance - The food and beverage, cultivated diamond, cement, and ground weaponry sectors saw the largest gains, while energy metals, semiconductors, photovoltaic equipment, and medical services sectors experienced the largest declines [3]. Food and Beverage Sector - The food and beverage sector showed resilience, with the beverage and dairy segments leading the gains. The sector index surged over 2%, marking its fifth consecutive day of increase. Notable stocks included Zhuangyuan Pasture, which hit the daily limit shortly after opening, and Yangyuan Beverage, which also reached the daily limit. Other significant gainers included New Dairy and Dongpeng Beverage [5][4]. - Other segments within the food sector, such as snack foods, agricultural product processing, prepared dishes, and condiments, also saw upward movement, with companies like Baba Foods and Shuangta Foods leading the gains [7]. - PepsiCo reported third-quarter earnings of $23.94 billion, slightly above Wall Street's expectation of $23.85 billion, with adjusted earnings per share of $2.29, exceeding the anticipated $2.27. This positive news led to a significant increase in Pepsi's stock price, which rose over 4%, marking its largest single-day gain in three months [7]. - The State Council's Food Safety Committee has prioritized the "prepared dishes controversy," leading to the development of national standards for prepared dishes. The draft of the food safety standards, led by the National Health Commission, has passed review and will soon be open for public consultation [7]. - Wanlian Securities suggests that under the influence of policies to boost domestic demand and trends in rational, emotional, and health consumption, there are structural investment opportunities in the food and beverage industry. Key areas of focus include the beverage sector, particularly energy drinks, and snack foods that innovate in channels and categories, as well as health products targeting young consumers [8]. Cultivated Diamond Sector - The cultivated diamond sector opened significantly higher, with the sector index rising over 4% to reach a historical high. Notable stocks included Huanghe Whirlwind, which hit the daily limit and achieved a new annual high, and Sifangda, which also opened at the daily limit price [10]. - The Ministry of Commerce and the General Administration of Customs announced export controls on various superhard material products, including synthetic diamond micro-powder and single crystals, following State Council approval [12].

招商证券发布研报称，7-8月大众品整体需求相对平淡，调味品等板块受餐饮需求弱复苏拖累。进入9月 看需求随餐饮环比复苏有所改善，双节期间消费、出行相对平稳，餐饮景气度有所提升。白酒双节动销 符合预期，高端酒与宴席场景表现较好于此前预期。零食、饮料仍保持较高景气度，调味品、速冻等板 块实际动销有所改善，啤酒表现平淡，乳制品动销仍承压。继续推荐高景气赛道，同时考虑到餐饮旺季 逐步到来，以及外卖大战、禁酒令等影响逐步消化，建议关注餐饮链板块及公司的业绩逐步改善节奏。 具体跟踪如下 白酒：双节动销符合预期，高端酒与宴席场景表现较好于此前预期。25年中秋国庆节后反馈白酒总体销 售同比下滑约20%，与节前预期基本一致。展望后续，Q4继续关注供给侧收缩信号及需求边际修复速 率。 调味品：9月动销改善，餐饮有所复苏。7-8月受整体需求平淡叠加餐饮弱复苏影响，调味品板块表现较 弱。9月餐饮逐步复苏，实际动销环比改善，进入双节备货阶段库存同比略有提升。中秋国庆期间整体 动销同比去年有所提升，其中餐饮需求复苏对板块有所拉动。 乳制品：液奶需求平淡，双节动销承压。7-8月伊利液奶下滑低个位数。9月预计伊利液奶仍下滑低个位 数。双节渠道 ...

天眼查App显示，近日，汾阳市鸿腾调味品部（个体工商户）成立，法定代表人为王腾，注册资本1万 人民币，经营范围为一般项目：食品销售（仅销售预包装食品）；互联网销售（除销售需要许可的商 品）；农副产品销售；食用农产品零售；食用农产品批发；包装材料及制品销售；谷物种植；谷物销 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）。 ...

天味食品公告，截至2025年9月30日，公司已累计回购股份数量109.01万股，占公司目前总股本比例为 0.1024%，成交最高价为12.26元/股、最低价为11.47元/股，已支付的总金额为1277.5万元（不含交易费 用）。此次回购股份用于员工持股计划或股权激励，回购金额在1800万元至3600万元之间。 ...