以下文章来源于出海潜望 ，作者周月明 出海潜望 . 挖掘出海故事，助力企业全球化。来吧！一起去全世界逐浪 出品｜虎嗅商业消费组 作者｜周月明 编辑｜苗正卿 题图｜视觉中国 "你知道吗，2024年以前，举办了十多年的全球最大清真展之一：土耳其清真博览会，竟然从没出现过一家中国公司。"马来西亚中国清真企业家协会 驻广州市主席郑翰庭对虎嗅感叹。 连亚马逊深山老林里都曾闪现身影的中国人，竟鲜少涉足这个全球超20亿人 （占总人口四分之一） 的市场，着实令这位马来西亚华人感到惊讶。 这个市场究竟有多大？ 据数据，2024年，全球伊斯兰金融市场规模已达3.18万亿美元；2021年，全球清真食品和饮料市场规模已达2.09万亿美元；2024年清真化妆品市场也 达477亿美元。 穆斯林市场总产值已数万亿美元。 但这仍像一块未被中国企业系统开垦的蓝海地，而在另一边，许多中企早已在欧美市场内卷到白热化。 这片充满诱惑的"新大陆"布满了文化、宗教、商业规则的壁垒和盲区。 " 有人一口气做了5个Halal认证，但重点穆斯林国家仍是进不去。 "郑翰庭告诉虎嗅，作为马来西亚Jakim（ 马来西亚伊斯兰教发展局） 国际清真认证 机构赫拉多希班 ...

Financial Data and Key Metrics Changes - The company reported a net sales increase of 11.5% year over year, reaching ILS 3,100,000,000 for the quarter, with a 15.5% increase when excluding the impact of a stronger shekel [42][43] - EBIT improved significantly, with higher operating profit attributed to increased net sales and ongoing productivity measures, despite raw material price inflation [43][44] - Net income was negatively impacted by increased financing and tax expenses, with financing expenses rising by ILS 57,000,000 in Q2 due to the stronger shekel and higher interest rates [45][46] Business Line Data and Key Metrics Changes - Strauss Israel saw a 9% growth in sales, driven by both volume and price increases, with Health and Wellness performing particularly well [14][48] - The coffee segment in Israel experienced volume increases, especially in roasted and ground coffee, although EBIT remained stable due to rising coffee prices [16][49] - The international coffee business, particularly in Brazil, reported a significant turnaround with a 30% increase in sales, primarily driven by price increases [20][21] Market Data and Key Metrics Changes - The company increased its overall market share in Israel from 34.1% to 35.1%, despite price increases in several segments [18] - The water business experienced 4-5% top-line growth in Q2, supported by a higher installed base and improved sales mix, although impacted by the war in June [50] - In China, the company faced increased competition, particularly from Xiaomi, which affected sales and net income [27][28] Company Strategy and Development Direction - The company is focusing on core activities and major brands to improve profitability and market share, with a strong emphasis on productivity and operational excellence [34][36] - New product launches, including alternative milk and water purification machines, are expected to drive growth in the coming quarters [31][33] - The company aims to transition from a single product to a multiproduct company, enhancing its market position and expanding its product offerings [26][36] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from inflation and raw material costs but expressed confidence in the company's ability to pass on costs to consumers [63] - The company expects improvements in net income in the coming quarters as one-time financial costs and tax issues are resolved [63] - Future growth is anticipated from productivity initiatives and new product launches, with a focus on maintaining EBIT margins despite rising costs [41][63] Other Important Information - The company received a stable outlook upgrade and maintained a strong AA1 rating, reflecting its solid financial position [47] - The cocoa prices have shown a significant decrease, which is expected to positively impact the funding indulgence segment moving forward [55][56] Q&A Session Summary Question: What are the expected benefits of the new Jotvita facility? - The new facility will address unmet market demand, allowing for a substantial increase in sales volume and value, thereby improving EBIT and margins [51][52] Question: What relief is being seen in commodity pricing? - Some relief is noted in coffee prices, although recent increases are concerning. Cocoa prices have decreased significantly, which is expected to benefit the funding indulgence segment [55][56] Question: How will the acquisition of JDE Peet by Keurig impact the markets? - The company does not anticipate significant impacts in its operating markets, as competition remains strong and JD is already a competitor in those regions [58][59]

每经AI快讯，元祖股份（SH 603886，收盘价：13.25元）8月26日晚间发布公告称，公司第五届第四次 董事会会议于2025年8月26日以现场与通讯方式召开。会议审议了《关于审议公司2025年半年度报告及 摘要的议案》等文件。 截至发稿，元祖股份市值为32亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 2024年1至12月份，元祖股份的营业收入构成为：食品行业占比96.01%，其他业务占比3.99%。 ...

新京报贝壳财经讯（记者俞金旻）8月26日，贝壳财经记者从上海海关获悉，7月份，上海市进出口 3972.4亿元，同比增长9.5%，自今年2月份以来已经连续6个月保持增长，当月增速比全国高2.8个百分 点。 此外，上海市贸易伙伴多元发展，对新兴市场进出口实现较快增长。7月份，上海市对共建"一带一 路"国家进出口1587.8亿元，增长13.8%，占同期全市外贸总值近四成。对东盟、中东、非洲等新兴市场 进出口分别增长12.3%、44.3%、55.5%。前7个月，上海市对共建"一带一路"国家进出口增长12.2%，对 东盟、中东、非洲等新兴市场进出口分别增长11.1%、24.7%、34.6%。 7月份，上海市出口机电产品1124.5亿元，增长5.2%。其中，工业机器人、高端机床出口分别增长 103.5%、63.4%；锂电池出口42.8亿元，增长75.7%，附加值较高的储能电池出口比重显著提升。消费品 以旧换新、提振消费专项行动等政策"组合拳"持续发力，市场活力释放推动部分消费品进口增长。7月 份干鲜瓜果、食用油、游艺运动设备分别增长59.9%、16.3%、29.4%，前7个月分别增长12.9%、6.4%、 6.6%。 校 ...

天眼查App显示，近日，深圳市润佳兴食品有限公司成立，法定代表人为朱姬，注册资本50万人民币， 经营范围为一般经营项目是：食品销售（仅销售预包装食品）；玩具销售；塑料制品销售；包装材料及 制品销售；机械设备销售；机械零件、零部件销售；日用百货销售；国内贸易代理；信息咨询服务（不 含许可类信息咨询服务）；货物进出口；技术进出口。（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），许可经营项目是：食品销售。（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，具体经营项目以相关部门批准文件或许可证件为准）。 ...

日本经济新闻社日前对东京证券交易所主板市场中1069家企业进行的统计结果显示，美国加征关税给日 本多个行业造成广泛影响，今年第二季度上述企业合计净利润时隔3年出现下降，同比减少12%至12.3 万亿日元。其中，汽车及零部件行业受损最严重，二季度利润下滑约9800亿日元，降幅为45%。本田因 关税成本大幅增加，净利润下降50%。 受美国关税政策和市场疲软双重冲击，日本钢铁行业二季度陷入亏损，东京制铁公司被迫下调本财年 （2025年4月至2026年3月）业绩预期。化工行业二季度利润下降25%。三菱化学集团业绩明显承压，该 集团首席财务官木田稔表示："特朗普政府的关税政策导致客户信心下降，其负面影响超出预期。" 不仅大型企业明显感受到美国关税冲击，抗风险能力较弱的中小企业压力更大。大阪一家钢铁相关企业 负责人表示，为应对关税带来的成本上升，汽车及钢铁巨头可能转向海外供应商，中小企业或将面临订 单减少与就业岗位压缩的风险。行业人士指出，若大型企业为应对美国关税冲击推迟设备投资，中小供 应商订单量将大幅萎缩。 新华社北京8月26日电 综述｜美关税政策拖累日本多行业 新华社记者李诗萌 日本财务省近日发布的贸易统计数据及主 ...

今日（8.26）市场情绪持续高涨，消费ETF（159928）涨超1%，盘中成交额已超10亿元。资金面上，盘中再获资金大举净申购5.62亿份，截至8月25日近10 日累计"吸金"超23亿元，最新规模超165亿元，同类遥遥领先！ 港股方面，新消费"纯"度更高的港股通消费50ETF（159268）涨近1%，盘中成交额超4200万元，近7日有6日获净流入，累计"吸金"超1.5亿元。热门成分股 中，中烟香港涨超6%，中国中免涨超4%，泡泡玛特、巨子生物涨超3%，名创优品涨超2%。 消息面上，上海出台楼市新政"组合拳"：符合条件的家庭外环外购房不限套数，成年单身按照居民家庭执行住房限购政策；绿色建筑公积金贷款额度上浮 15%，公积金落实"又提又贷"政策；房贷利率层面则不再区分首套和二套房；房产税征收层面也迎来微调，本地和外地户籍政策口径更为一致。 【积极财政加码提振消费】 （来源：中国银河证券202050826《积极财政加码提振消费》） 【白酒底部建议乐观，大众品关注强α】 国盛证券指出，当下从业绩、估值、持仓、预期等多维度看白酒板块已逐步稳健筑底，中长期看板块配置价值凸显，不断加强品牌建设、渠道管理有实质改 善的酒企更 ...

Group 1 - A new company, You'an Food Co., Ltd., has been established in Yiyang City, Heshan District, with a registered capital of 100,000 RMB [1] - The legal representative of the company is Luo Wenzhi [1] - The company's business scope includes food sales, internet food sales, health food sales, and various other retail and wholesale activities related to daily necessities and medical supplies [1] Group 2 - The company is authorized to engage in food sales and internet sales of pre-packaged food, subject to relevant approvals [1] - Additional business activities include the sale of maternal and infant products, personal hygiene products, and disposable medical supplies [1] - The company also plans to sell cosmetics, clothing, and metal packaging containers, among other items [1]

天眼查App显示，近日，郴州脆香食品有限公司成立，法定代表人为王金梁，注册资本1万人民币，经 营范围为许可项目：食品销售（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 项目以批准文件或许可证件为准）一般项目：食品互联网销售（仅销售预包装食品）;互联网销售（除 销售需要许可的商品）;保健食品（预包装）销售;新鲜水果批发;新鲜水果零售;食用农产品批发;食用农 产品零售（除依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...

智通财经APP讯，中国食品(00506)发布公告，沈新文先生辞任本公司执行董事，环境、社会及管治委员 会成员及主席;以及执行委员会成员，自2025年8月26日起生效;及宋亮先生获委任为本公司非执行董 事，自2025年8月26日起生效。 ...