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2025年牛肉零食品牌推荐:秘制卤香,嚼出草原风味
Tou Bao Yan Jiu Yuan· 2025-08-11 14:58
2025 年牛肉零食品牌推荐 秘制卤香,嚼出草原风味 | 一、市场背景 | 3 | | --- | --- | | 1.1 摘要 | 2 | | 1.2 牛肉零食定义 | 3 | | 1.3 市场演变 | 3 | | 二、市场现状 | 4 | | 2.1 市场规模 | 4 | | 2.2 市场供需 | 4 | | 三、市场竞争 | 5 | | 3.1 市场评估维度 | 5 | | 3.2 市场竞争格局 | 6 | | 3.3 十大品牌推荐 | 6 | | 四、发展趋势 | 8 | 2025 年牛肉零食品牌推荐 一、市场背景 1.1 摘要 牛肉零食行业以牛肉为主要原料,经过多种工艺制成,富含蛋白质,形式多样。近年 来,其食用方式多元化,市场需求不断攀升。行业产业链完善,上下游整合度高,品 牌竞争激烈,企业注重产品创新。线上线下渠道融合,消费者购买便捷。市场规模增 长受消费者健康意识提升和饮食结构优化推动,未来中国零食行业国际化步伐加快, 将拓宽牛肉零食市场空间,吸引更多海外消费者,推动市场规模持续增长。 1.2 牛肉零食定义 牛肉零食是以牛肉为核心原料,配以盐、香辛料等调味,经过卤制、腌制、风干、烘 烤或熏制等 ...
食品饮料行业周报:优质食品公司价值逐步显现,白酒继续等待-20250809
Shenwan Hongyuan Securities· 2025-08-09 15:25
Investment Rating - The investment analysis opinion indicates a positive outlook for traditional consumer leading companies, suggesting they have long-term investment value from a dividend and yield perspective [5]. Core Viewpoints - The report emphasizes that the head companies in traditional consumption have undergone adjustments and are now positioned for long-term investment value. It highlights the potential for performance differentiation among food stocks characterized by new consumption trends, with a focus on companies that possess long-term competitiveness and improvement potential [5]. - In the liquor sector, the report notes that due to slow macro demand recovery and further restrictions on consumption scenarios, sales pressure is expected to remain significant this year, with financial statements also under pressure. Key recommendations include Guizhou Moutai, Shanxi Fenjiu, and Luzhou Laojiao, while also paying attention to Wuliangye, Jinshiyuan, and Yingjiagongjiu [5][6]. - For the mass consumer goods sector, the report suggests that cost advantages will support profitability, and the emergence of new products and channels will foster growth. It recommends leading companies in mature sectors like dairy and beer, and highlights growth opportunities in new retail formats driven by consumer trends towards self-indulgence, health, and convenience [5][7]. Summary by Sections 1. Weekly Industry Insights - The food and beverage sector saw a 0.63% increase last week, with liquor rising by 0.38%. However, it underperformed the broader market, lagging by 1.48 percentage points [4]. - The report ranks the food and beverage sector 26th among 31 sub-industries in terms of performance [4]. 2. Liquor Sector Analysis - Moutai's bottle price is reported at 1875 RMB, with a week-on-week increase of 15 RMB, while the box price remains stable at 1910 RMB. Wuliangye's price is approximately 870 RMB, also stable [6][19]. - The report suggests that high-end liquor prices have stabilized since July, but future trends remain uncertain, advising patience for fundamental changes in the industry [6]. 3. Mass Consumer Goods Sector Analysis - The report increases its recommendation for Uni-President China, noting that the company's mid-year performance exceeded expectations. Forecasted net profits for 2025-2027 are 2.315 billion, 2.579 billion, and 2.843 billion RMB, respectively, with year-on-year growth rates of 25%, 11%, and 10% [7][10]. - The report highlights the continuous improvement in profitability driven by structural upgrades in food and beverage businesses, alongside a focus on expanding into dining, gift boxes, and family consumption scenarios [7]. 4. Market Performance of Sub-sectors - The food and beverage industry underperformed the Shenwan A index by 1.29 percentage points during the period from August 4 to August 8, with various sub-sectors showing mixed performance [35]. - The report indicates that the liquor sector has consistently lagged behind the market, with a notable decline in excess returns compared to the Shenwan A index [36].
休闲食品行业上市公司董秘观察:5位董秘年薪过100万 绝味食品高远薪酬为102.83万元
Xin Lang Cai Jing· 2025-08-08 12:40
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] Industry Overview - In the leisure food industry, the average salary of secretaries from 27 listed companies is 727,300 yuan, slightly below the market average [2] - The age distribution shows that 39% of secretaries are aged between 40 and 50, while those aged 50 and above and 30 to 40 each account for 30% [2] Salary Details - The highest-paid secretary is from Three Squirrels, with a salary of 1.5066 million yuan, followed by the secretary from Lihigh Foods at 1.3875 million yuan [3] - Five secretaries earn over 1 million yuan annually, while the lowest-paid secretary earns only 31,700 yuan [3][4] Salary Changes - Ten secretaries received salary increases last year, with the highest increase being 297,800 yuan for the secretary from Three Squirrels [4] - Six secretaries experienced salary reductions, with the largest decrease being 176,600 yuan for the secretary from Haoxiangni [4]
休闲食品行业上市公司董秘观察:10位董秘去年涨薪桃李面包董秘张银安涨薪15.28万元至68.21万元
Xin Lang Cai Jing· 2025-08-08 12:07
Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 707,000 yuan [1] - Over 21% of secretaries earn more than 1 million yuan annually [1] - In the leisure food industry, the average salary of secretaries from 27 listed companies is 727,300 yuan, slightly below the market average [1] Group 2 - The age group of 40 to 50 years old constitutes the majority at 39%, while those aged 50 and above and 30 to 40 years old each account for 30% [2] - The youngest secretary is Wang Shijia from Lihigh Food, aged 33, with a salary of 1.3875 million yuan [2] - The highest salary among secretaries is 1.5066 million yuan, held by Pan Dawei from Three Squirrels [2] Group 3 - Ten secretaries received salary increases last year, with the highest increase of 297,800 yuan for the secretary of Three Squirrels [3] - Six secretaries experienced salary reductions last year, with the largest decrease of 176,600 yuan for Dou Yanyan from Haoxiangni [3] - The lowest salary recorded is 31,700 yuan for Yao Xue from Maiqu'er [2][3]
休闲食品行业上市公司财务总监观察:6位财务总监薪酬超过100万绝味食品王志华最高达到148.08万元
Xin Lang Cai Jing· 2025-08-08 12:07
剔除2024年开始任职的财务总监数据之后,薪酬最低的是麦趣尔财务总监许文,仅为1.66万元,许文现年59岁,从2015年8月开始任职。从2022年以来,麦趣尔已经连续亏损三年,从2023年 去年有67位财务总监在加薪,占比达到67%。涨薪额度最大的是水井坊财务总监蒋磊峰、中炬高新财务总监林颖、南侨食品财务总监古锦宜,涨薪金额均超过100万元。不过林颖和古锦宜均是2 有28家公司财务总监在降薪,降薪金额最大的是贝因美财务总监金志强,去年降薪58.91万元至89.75万元。其次是骑士乳业(维权)财务总监王喜临,降薪53.83万元至24.3万元。 从细分行业来看,去年休闲食品行业81%的公司财务总监薪酬在上涨,仅4家公司财务总监降薪,占比为19%。 剔除2023年下半年才开始任职的数据之后,涨薪金额最高的是广州酒家的卢加,去年涨薪24.89万元至101.46万元,而广州酒家去年净利润减少10.3%。其次是三只松鼠的周庭,涨薪22.78万 此外,桃李面包去年营收、净利润双降,财务总监孙颖薪酬增加13.4万元至56.78万元。元祖股份营收、净利润双降,财务总监刘政薪酬增加13万元至45.6万元。 去年降薪金额最大的是麦 ...
休闲食品行业上市公司财务总监观察:81%的公司财务总监薪酬上涨广州酒家的卢加涨薪24.89万元至101.46万元
Xin Lang Cai Jing· 2025-08-08 12:07
Group 1 - The total salary of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average salary of 951,100 yuan in the food industry, which is higher than the market average [1] - The majority of CFOs are aged between 40 and 50 years, accounting for 49%, while those aged 50 and above make up 42% [1] - The educational background of CFOs shows that 58% hold a bachelor's degree, 28% have a master's degree, and there is one PhD among them [1] Group 2 - The highest salary among CFOs is held by Jiang Leifeng from Shui Jing Fang, with a salary of 4.65 million yuan, followed by Zhao Chengxia from Yili with 3.90 million yuan [2] - 67% of CFOs received salary increases last year, with the largest increase being over 1 million yuan for several CFOs [2] - In the leisure food sector, 81% of CFOs saw salary increases, while only 19% experienced salary cuts [2] Group 3 - The CFO of Guangzhou Restaurant, Lu Jia, had the highest salary increase of 249,000 yuan despite a 10.3% decrease in net profit [3] - The lowest salary recorded was 16,600 yuan for Xu Wen from Maiqu'er, who has faced continuous losses since 2022 [3] - Six CFOs in the leisure food industry earned over 1 million yuan, with Wang Zhihua from Abundant Food leading at 1.48 million yuan [3]
休闲食品行业上市公司董秘观察:10位董秘去年涨薪广州酒家董秘陈扬涨薪15.43万元至89.26万元
Xin Lang Cai Jing· 2025-08-08 12:07
Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 707,000 yuan [1] - Over 21% of secretaries earn more than 1 million yuan annually, indicating a significant compensation level within the industry [1] - The leisure food industry has an average secretary salary of 727,300 yuan, slightly below the market average [1] Group 2 - The majority of secretaries are aged between 40 and 50 years, accounting for 39% of the total [1] - The youngest secretary is Wang Shijia from Lihigh Food, aged 33, with a salary of 1.3875 million yuan [1] - The highest-paid secretary is Pan Daowei from Three Squirrels, earning 1.5066 million yuan [2] Group 3 - 43% of secretaries hold a master's degree, while 57% have a bachelor's degree; there is only one PhD and one with an associate degree [2] - There are 10 secretaries who received salary increases last year, with the highest increase being 297,800 yuan for Pan Daowei [2] - Six secretaries experienced salary reductions last year, with the largest decrease being 176,600 yuan for Dou Yanyan from Haoxiangni [2]
休闲食品行业上市公司董秘观察:6位董秘去年降薪 良品铺子董秘徐然降薪6.36万元至85.13万元
Xin Lang Zheng Quan· 2025-08-08 11:58
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of the secretaries earn more than 1 million yuan annually, indicating a significant portion of high earners in this role [1] Salary Distribution - The average salary for secretaries in the leisure food industry is 727,300 yuan, slightly below the market average [1] - The highest-paid secretary is from Three Squirrels, earning 1.5066 million yuan, followed by the secretary from Lihigh Foods at 1.3875 million yuan [5] - The lowest salary recorded is 31,700 yuan for the secretary of Maiqu'er, with two others earning below 400,000 yuan [6] Age and Education Demographics - The majority of secretaries are aged between 40 and 50 years, accounting for 39% of the total [1] - Educationally, 43% hold a master's degree, while 57% have a bachelor's degree; only one holds a doctorate [5] Salary Changes - Ten secretaries received salary increases last year, with the highest increase of 297,800 yuan for the secretary of Three Squirrels [6] - Six secretaries experienced salary reductions, with the largest decrease being 176,600 yuan for the secretary of Haoxiangni [6]
休闲食品行业上市公司董秘观察:6位董秘去年降薪 来伊份董秘林云降薪9.92万元至60.64万元
Xin Lang Zheng Quan· 2025-08-08 11:53
Group 1 - The total salary of A-share listed company secretaries in 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of the secretaries earn more than 1 million yuan annually [1] - The average salary of secretaries in the leisure food industry is 727,300 yuan, slightly below the market average [1] Group 2 - The age group of 40 to 50 years old constitutes the majority at 39%, while those aged 50 and above and 30 to 40 years old each account for 30% [3] - The youngest secretary is Wang Shijia from Lihigh Food, aged 33, with a salary of 1.3875 million yuan [3] - Feng Wenji, the secretary from Jin Zai Food, is 36 years old and earns 970,800 yuan [3] Group 3 - The majority of secretaries hold a master's degree (43%), followed by bachelor's degree holders (57%), with only one PhD and one associate degree [5] - The highest salary among secretaries is 1.5066 million yuan for Pan Daowei from Three Squirrels, followed by Wang Shijia from Lihigh Food at 1.3875 million yuan [5] - Other notable salaries include Mo Yating from Nanjiao Food at 1.26 million yuan and Cao Pengbo from Ziyan Food at 1.2163 million yuan [5] Group 4 - The lowest salary recorded is 31,700 yuan for Yao Xue from Maiqu'er, followed by Liu Yucan from Youyou Food at 215,700 yuan [6] - Two secretaries earn less than 400,000 yuan annually, with Zhang Ting from Ganyuan Food at 328,700 yuan and Zhang Songtao from Qingdao Food at 374,400 yuan [6] - Ten secretaries received salary increases last year, with the highest increase of 297,800 yuan for the secretary from Three Squirrels [6] Group 5 - Six secretaries experienced salary reductions last year, with Dou Yanyan from Haoxiangni seeing a decrease of 176,600 yuan [6] - Other notable reductions include a decrease of 156,900 yuan for the secretary from Maiqu'er and 99,200 yuan for Lin Yun from Laiyifen [6]
休闲食品行业上市公司董秘观察:6位董秘去年降薪 麦趣尔董秘降薪15.69万元
Xin Lang Zheng Quan· 2025-08-08 11:45
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - Over 21% of the secretaries earn more than 1 million yuan annually, indicating a significant compensation level within the industry [1] Salary Distribution - The average salary for secretaries in the leisure food industry is 727,300 yuan, slightly below the overall market average [1] - The youngest secretary, Wang Shijia from Lihigh Food, is 33 years old with a salary of 1.3875 million yuan, while Feng Wenji from Jin Zai Food, aged 36, earns 970,800 yuan [3] Educational Background - The majority of secretaries hold a master's degree (43%), followed by bachelor's degrees (57%), with only one holding a doctorate and one with an associate degree [5] - Five secretaries have annual salaries exceeding 1 million yuan, with the highest being Pan Daowei from Three Squirrels at 1.5066 million yuan [5] Salary Changes - The lowest salary recorded is 31,700 yuan for Yao Xue from Maiqu'er, followed by Liu Yucan from Youyou Food at 215,700 yuan [6] - Ten secretaries received salary increases last year, with the highest increase of 297,800 yuan for Pan Daowei from Three Squirrels [6] - Six secretaries experienced salary reductions, with Dou Yanyan from Haoxiangni seeing a decrease of 176,600 yuan [6]