9月15日下午，由茂名市总工会、茂名市广播电视台联合主办的"情暖劳动者·'工'享茂名月"——2025年茂名工会系统月饼定制采购活动暨职工品质生活展 示活动在茂名花园酒店鉴江厅隆重举行。本次活动以月为媒、以工会为桥，既为劳动者送上中秋暖意，也为茂名月饼产业发展注入新活力。 茂名市总工会党组书记、常务副主席曹梅芳宣读倡议书，号召大家共同助力茂名月饼产业发展与职工福利提升。 之后，现场举行了月饼采购项目签约仪式，多家企业与工会达成合作意向，签约金额达780万元，进一步拓宽了茂名月饼的销售渠道。 茂名月饼定购合作意向书 项目签约仪式 第一批 e છે છે తి 茂名市东香 食品有限公司 @ 广东福洲 饼业有限公司 广东果乡新世纪 食品有限公司 8 广州百家复团组非国 (茂名) 会品有意公司 t 广东商登 饼业有限公司 茂名市朗清百货 @ 广东海龙阁 饼业有限公司 广东大名誉品 食品有限公司 国月饼名域" 合作共赢的原则 3行签订 看或者动员 "工"来看出 起生效 置的役 签约仪式 置的仪式 置的仪式 監的役式 路边改 蛋约仪式 成名月饼定购合作意向书 NY 81 项目签约仪式 第二批 (D) (6) (0) (2 ...

Core Insights - The article discusses the transformation of mooncakes from traditional sweet treats to health-oriented products, driven by changing consumer preferences among both the Z generation and the elderly population [2][21]. Group 1: Market Trends - The mooncake market is evolving into a 5 billion yuan new segment, influenced by the health consciousness of consumers [2]. - The search volume for "medicinal food mooncakes" surged by 287% year-on-year, with consumers aged 25-35 making up over half of the searches [18]. - The sales of self-use mooncake gift boxes are projected to grow by 81% year-on-year in 2024, with products containing functional ingredients showing the highest repurchase rates [18]. Group 2: Consumer Behavior - The new consumer groups exhibit distinct characteristics, such as a focus on functional ingredients, diverse consumption scenarios, and a strong interest in cultural narratives [23]. - The elderly demographic prioritizes practical benefits, as seen in products like low-sugar buckwheat mooncakes that cater to their dietary needs [25]. Group 3: Supply Chain Innovations - Traditional brands are rapidly adapting to new demands, with companies like Tongrentang extending their pharmaceutical expertise into food products [25]. - Innovations include the use of microencapsulation technology to mask bitter flavors while retaining over 90% of active ingredients [25][34]. Group 4: Industry Dynamics - The mooncake sales landscape is shifting from seasonal sales to year-round availability, with a notable increase in breakfast and afternoon tea consumption scenarios [18][30]. - The integration of technology in production processes has improved the stability and taste of functional mooncakes, enhancing consumer acceptance [34]. Group 5: Cultural Significance - Mooncakes are increasingly viewed as cultural carriers, with products reflecting traditional craftsmanship and health philosophies [39][41]. - The narrative around mooncakes is evolving, emphasizing health and cultural identity, which resonates with modern consumers [41].

Core Viewpoint - Dongguan Yixin Yu Baking Food Co., Ltd. has been established with a registered capital of 300,000 RMB, focusing on various food-related services and sales [1] Company Summary - The company is engaged in licensed projects including food production, catering services, food sales, and internet food sales, which require approval from relevant authorities [1] - General business activities include the sale of agricultural products, internet sales (excluding licensed goods), wholesale and retail of edible agricultural products, and management consulting [1] Industry Summary - The company operates in the food industry, specifically in the baking and food service sectors, which are subject to regulatory approvals for certain activities [1] - The scope of operations includes both online and offline sales of pre-packaged food products, indicating a dual-channel approach to market reach [1]

Core Viewpoint - The company reported a revenue of 2.07 billion yuan for the first half of 2025, representing a year-on-year increase of 16.2%, and a net profit attributable to shareholders of 171 million yuan, up 26.2% year-on-year [1]. Revenue Performance - In Q2 2025, the company achieved a revenue of 1.024 billion yuan, reflecting an 18.4% year-on-year growth, with a net profit of 82 million yuan, marking a significant increase of 40.8% year-on-year [2]. Product Segment Analysis - The company experienced structural growth across its product lines: - Frozen baked goods generated 1.125 billion yuan in revenue, with a stable growth of 6.1% year-on-year [3]. - Cream products saw revenue of 558 million yuan, up 28.7% year-on-year, driven by strong performance in UHT cream products and new product testing [3]. - Sauces generated 142 million yuan, reflecting a 36.5% year-on-year increase due to higher orders from core restaurant clients [3]. - Other baking ingredients achieved 151 million yuan in revenue, with a remarkable growth of 63.8% year-on-year [3]. - Fruit products contributed 83 million yuan, up 7.7% year-on-year [3]. Channel Performance - The company optimized its channel structure, with revenue from different channels as follows: - Distribution channel revenue was 1.053 billion yuan, up 8.8% year-on-year [4]. - Direct sales revenue reached 999 million yuan, increasing by 25.5% year-on-year [4]. - Retail revenue was 70,000 yuan, showing a significant growth of 104.6% year-on-year [4]. - Other channels generated 80,000 yuan, down 20% year-on-year [4]. - The circulation channel accounted for nearly 50% of total revenue, remaining stable year-on-year, while the supermarket channel represented about 30% with close to 30% growth due to successful new product launches [4]. - Innovative channels, including dining and new retail, accounted for slightly over 20% of total revenue, with a combined growth rate of approximately 40% [4]. Profitability Analysis - The company maintained effective cost control, with gross margin and net margin at 30.4% and 8.1%, respectively, showing a year-on-year decrease of 2.25 percentage points and an increase of 0.55 percentage points [5]. - In Q2 2025, gross margin and net margin were 30.7% and 7.9%, respectively, with year-on-year changes of -1.89 percentage points and +1.25 percentage points [5]. - The company effectively managed sales, administrative, and R&D expense ratios, which decreased year-on-year [5]. Investment Outlook - The company anticipates a seasonal increase in baking demand in the second half of the year, supported by new product launches and growth in tea beverage channels, with revenue growth expected to continue [6]. - Long-term growth drivers include domestic cream product substitution, expansion in dining and new retail channels, and deep processing of dairy products [6]. - The company projects net profits attributable to shareholders for 2025-2027 to be 320 million, 360 million, and 400 million yuan, respectively, with growth rates of 20%, 12%, and 10% [6].

中新 为落实《关于遏制"天价"月饼、促进行业健康发展的公告》要求,推动月饼回归大众消费品属性,近期,国 家发展改革委、工业和信息化部、商务部、市场监管总局等四部门专题研究做好遏制"天价"月饼工作。 ...

本报记者 梁傲男 在政策规范、行业自律与消费观念升级等多重因素推动下，月饼市场有望逐步告别奢华包装与高价炒作。朱丹蓬表示，对 月饼行业的层层监管，有利于推动节日食品回归大众消费品属性，促进产业链全面重构与优化。 中国焙烤食品糖制品工业协会理事长张九魁此前表示，行业和企业要自觉抵制"天价"月饼，引导健康、理性消费的新观 念。企业应贯彻绿色低碳理念，自觉抵制过度包装，推动行业绿色发展。 "从市场层面来看，'天价'月饼已基本失去生存空间。"广东省食品安全保障促进会副会长朱丹蓬对《证券日报》记者表 示，消费者对品牌和产品的核心诉求已发生变化，如今更加注重性价比与质价比的统一。 在政策与行业的共同引导下，月饼市场正呈现积极变化。《证券日报》记者近日实地探访多家商超发现，月饼礼盒已占据 卖场核心位置，以往月饼礼盒内混搭茶叶、红酒等高价商品的现象已基本消失。月饼生产企业在包装上做"减法"，多数礼盒采 用单层包装，少量礼盒为两层，环保包装和可回收材料的使用也成为趋势。 9月15日，据国家发展改革委官方公众号消息，为落实《关于遏制"天价"月饼、促进行业健康发展的公告》要求，推动月 饼回归大众消费品属性、回归传统文化本源，近期， ...

中秋佳节临近，消费者究竟需要什么样的月饼？近期，北京本来工坊科技有限公司（以下简称"本来生 活"）商品中台总经理卞宁在接受《证券日报》记者采访时表示，从企业采购角度来看，月饼商品需具 备五个核心要素：品质好、有面子、预算低、能定制、交付稳。 卞宁从月饼的文化起源谈起，对记者阐述了产品设计思路，并回应了当前市场对"健康、美味、有仪式 感"的真实需求。 月饼作为中秋文化的象征，其出现与发展与中国传统节日文化、礼仪文化密不可分。它不仅是时令食 品，更承载着中国人的情感与审美，是中国最重要的礼仪性食品之一。因此，中秋佳节始终离不开"买 月饼、送月饼、发月饼"的习俗，而月饼本身也应兼具美观与美味。 然而，传统月饼往往存在过甜、过油、口感腻、外形单一等问题，与其历史上所代表的"宫廷美学"及中 国人的最高审美水准有所偏离。正是基于这些思考，本来生活旗下品牌"糕上有点"在2025年中秋月饼研 发中，确立了"三轻"理念——轻糖、轻养、轻奢，旨在推动月饼从食材到工艺的全面创新，向"低糖、 高纤、少油"健康方向升级。 "轻糖"即降低糖分，回应消费者对"不甜"的普遍需求。本来生活所有自有品牌月饼均实现低糖、高纤 维、少油配方，并通过 ...

四部门：做好遏制"天价"月饼工作 中新网9月15日电 据国家发展改革委微信公众号消息，为落实《关于遏制"天价"月饼、促进行业健康发 展的公告》要求，推动月饼回归大众消费品属性、回归传统文化本源，近期，国家发展改革委、工业和 信息化部、商务部、市场监管总局等四部门专题研究做好遏制"天价"月饼工作。 今年以来，四部门加强源头治理，充分发挥行业协会等组织作用，加强对生产、销售企业的政策宣贯， 引导企业依法合规经营，并对各地有关部门进一步做好2025年遏制"天价"月饼工作提出明确要求。 下一步，四部门将指导各地有关部门强化监测分析，加强市场巡查，发现问题及时督促整改，加大重点 领域监督检查力度，依法查处违法违规行为，营造良好市场环境，维护风清气正的节日风尚。 来源：中国新闻网 编辑：徐世明 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 ...

今年以来，四部门加强源头治理，充分发挥行业协会等组织作用，加强对生产、销售企业的政策宣贯， 引导企业依法合规经营，并对各地有关部门进一步做好2025年遏制"天价"月饼工作提出明确要求。 新京报讯据国家发展改革委官微消息，为落实《关于遏制"天价"月饼、促进行业健康发展的公告》要 求，推动月饼回归大众消费品属性、回归传统文化本源，近期，国家发展改革委、工业和信息化部、商 务部、市场监管总局等四部门专题研究做好遏制"天价"月饼工作。 下一步，四部门将指导各地有关部门强化监测分析，加强市场巡查，发现问题及时督促整改，加大重点 领域监督检查力度，依法查处违法违规行为，营造良好市场环境，维护风清气正的节日风尚。 ...

央视网消息：还有不到一个月就是中秋节了。各地月饼生产、制作开始忙碌起来。在山西太原，一些月饼生产工坊将老手艺与新口味结 合，推出让人眼前一亮的特色老醋月饼。 在浙江杭州市临平区，有一种传统的"亭趾月饼"，酥皮层层、馅料饱满，承载着一代又一代人的味觉记忆。如今，尽管新品频出，亭趾月 饼依然稳居"顶流"，销售火热，供不应求。 走进亭趾供销食品店，顾客络绎不绝。货架上，传统的"亭趾月饼"最受青睐，刚补满的货架转眼又已见底。不少老顾客专程赶来，一口气 买上几十筒，寄给外地的亲友传递中秋祝福。 在位于太原市晋源区的月饼工坊里，工人们正在制作老醋月饼，整个房间弥漫着醋香、饼香和坚果香。先和面、掐剂子、包月饼，再用模 具扣压，最后进火炉烘烤。在工人娴熟的动作中，一个个色泽诱人、香气扑鼻的老醋月饼新鲜出炉。前来购买的消费者称，老醋月饼比较新 颖，过来给朋友们带点，让他们都尝一尝，这款月饼吃起来甜但不腻。 这样的老醋月饼是山西传统空心月饼的一种新花样。在糖浆为主的馅料中加入老陈醋，这样烤出来的月饼，既保留了空心月饼的口感，又 增添了陈醋的风味，获得不少消费者的青睐。工坊负责人表示，中秋节是最忙、最紧张的时候，这两天的订单一直在 ...