Core Viewpoint - White Elephant Food Co., Ltd. has responded to the controversy surrounding its "Duoban" trademark, clarifying that the product is a larger version of its original offerings, aimed at distinguishing itself from regular-sized products for consumer convenience [2][3]. Group 1: Company Overview - White Elephant Food was established in 1997 and primarily focuses on the production and sale of noodle products. The company has set up 12 production bases across 10 provinces in China and operates over 20 subsidiaries [2]. - The company has completed a B+ round of financing, with investors including Fosun Group and GF Securities [2]. Group 2: Recent Developments - In 2023, White Elephant Food launched the "White Elephant Chinese Noodle" strategy, emphasizing the importance of Chinese branding, flavors, quality, and spirit. The company has also developed new flavors, including a cilantro-flavored instant noodle in collaboration with Douyin [3]. - The company's sales reached 9.175 billion yuan in 2023, as reported in the 2024 list of the top 100 private enterprises in Henan Province [3]. Group 3: Controversy and Response - The "Duoban" trademark faced criticism for potentially misleading consumers regarding the actual content of the products, similar to a previous incident involving Qianhe Flavor Industry's "Qianhe 0" soy sauce [3]. - In response to the backlash, White Elephant stated that it would adjust the packaging of the "Duoban" products to prevent further consumer misunderstanding [3].

热搜爆了。 今日晚间，@白象食品 发布声明称，目前公司在售的"多半"产品，是基于原70克面饼基础上推出的 110-120克面饼的大份量产品。"多一半"是基于原60克面饼推出的100克面饼的产品。"多半"商标申请 注册的初心是为了与常规份量产品做区分，便于消费者选购。如因此给消费者造成误解，公司诚挚地表 示歉意。后续公司将尽快调整"多半"产品包装，避免引发消费者的误解。 近日，多位网友反映称，白象多半袋面、多半桶面系列产品包装上显示"多半"为注册商标，并质疑企 业"在宣传上玩文字游戏"，消息引发热议。对此，白象食品官方客服人员向记者确认，"'多半'确实是商 标。" 记者在第三方电商平台的"白象官方旗舰店"看到，确实有描述为"白象多半牌袋面方便面"的产品，口味 分为红烧牛肉、老坛酸菜等，12袋装的产品售价为30.9元，24袋装的产品售价为58.9元。 据上述报道，相关画面显示，产品包装"多半袋面""多半桶面"旁边写着"大分量，倍满足"的标语，在生 产信息下方还有一句"'多半'是白象食品股份有限公司注册商标"。 对此，白象食品官方客服人员向记者表示，"多半"确实是商标，产品具体克重以包装上显示的为准。对 于被质疑" ...

Core Viewpoint - The controversy surrounding the "Duoban" (多半) trademark of White Elephant Foods has sparked significant consumer disappointment and raised questions about the company's marketing practices [1][2]. Group 1: Company Response - White Elephant Foods confirmed that "Duoban" is indeed a trademark and not an indication of increased product weight, clarifying that the actual weight is as stated on the packaging [1][2]. - The company issued an apology on June 4, stating that the "Duoban" products are larger versions based on their original 70g and 60g noodles, aimed at differentiating from standard portion sizes [2][3]. - To prevent further consumer misunderstanding, White Elephant Foods plans to adjust the packaging of the "Duoban" products [3]. Group 2: Market Position - Established in 1997, White Elephant Foods has built a strong reputation for its cost-effective products and commitment to national branding, earning the title of "National Goods Light" among consumers [5]. - According to the "2024 Henan Top 100 Private Enterprises" list, White Elephant Foods ranked 33rd with a revenue of 9.175 billion yuan in 2023, closely trailing behind its competitor, Uni-President, which reported 9.594 billion yuan in revenue [5]. - The handling of the trademark controversy is critical for White Elephant Foods, as mismanagement could impact its future growth and brand image, making it essential to regain consumer trust [5].

Core Viewpoint - The company White Elephant Food has issued a statement clarifying that its "Duoban" products are larger versions of existing products, aiming to differentiate them for consumer convenience. The company apologized for any confusion caused and plans to adjust packaging to prevent misunderstandings [1]. Group 1: Product Clarification - The "Duoban" brand is intended to distinguish larger products from regular-sized offerings, with the "Duoban" noodles being 110-120 grams compared to the original 70 grams, and the "Duoban" rice noodles being 100 grams compared to the original 60 grams [1]. - The company has registered 14 trademarks related to "Duoban," with 5 currently valid, including "Duoban," "White Elephant Duoban," "White Elephant Duoban Bag," and "White Elephant Duoban Bucket," most of which were applied for in September 2018 [1]. Group 2: Pricing and Consumer Feedback - Comparisons between the "Duoban" products and previous offerings show that the new "Duoban" noodles have increased in quantity by 25% to 20%, while prices have risen by approximately 25%, although one flavor has seen a price decrease [2]. - Consumer feedback has highlighted concerns regarding the marketing of the "Duoban" products, with some accusing the company of using misleading language in its promotions [1].

Core Viewpoint - The controversy surrounding the "Duoban" trademark on White Elephant's products has sparked public debate, with consumers feeling misled by the marketing strategy employed by the company [1][3][4]. Group 1: Company Actions and Consumer Perception - White Elephant's "Duoban" is indeed a registered trademark, but its use in product packaging has led consumers to believe they are receiving more product than they actually are, raising concerns about deceptive marketing practices [1][3]. - The packaging claims "Duoban" followed by "bag noodles" and the slogan "big quantity, double satisfaction" misleads consumers into thinking they are getting a larger product compared to competitors [3][4]. - Despite the company's assertion that the product itself is not problematic, the brand's image has been called into question, as consumers express disappointment and disbelief that White Elephant would engage in such tactics [4][5]. Group 2: Brand Reputation and Consumer Trust - White Elephant has previously built a positive reputation through charitable actions and social responsibility, being recognized as a "national brand light" and gaining popularity among younger consumers [4]. - The current controversy is seen as a short-sighted move that could damage the brand's hard-earned reputation, emphasizing the importance of genuine consumer relations and product integrity [4]. - Consumers have expressed feelings of betrayal, questioning why the established "White Elephant" brand was not utilized instead of the "Duoban" trademark, which they perceive as a deceptive tactic [4][5]. Group 3: Regulatory Implications - The use of potentially misleading trademarks raises legal concerns, as the Trademark Law of the People's Republic of China prohibits deceptive marks that could mislead the public [5]. - There are calls for regulatory bodies to investigate whether White Elephant's marketing practices constitute false advertising or consumer fraud, highlighting the need for consumer protection [5].

当天，白象客服对国内媒体表示，"多半"确是商标，"多半袋/桶面"仅为产品名称，商品克重以包装上 标注为准。对于网友的意见，客服称将反馈给建议部门。 公开资料显示，"多半"作为白象旗下的商标实际上早在2020年就已申请注册。国家知识产权局商标公告 显示，"多半"商标系白象食品股份有限公司2020年11月申请注册，2021年6月初步审定，核定使用商品/ 服务项目为第30类：馒头，方便面，挂面，面条，冰淇淋。 微博热搜界面截图 有网友表示，产品包装上明确标注"'多半'是白象食品股份有限公司注册商标"，但"多半袋/桶面"的名称 容易让消费者误解为分量增加，特别是"多半桶/袋"这样的宣传方式。 "多半"并不"多半袋"，仅多了1/5到1/4。白象红烧牛肉面的商品信息显示"净含量：面饼+配料104克；面 饼：85克"，多半袋面仅在面饼含量上多了25克；白象老坛酸菜牛肉面"净含量：面饼+配料122克；面 饼：85克"，多半袋面在面饼含量上多了25克，配料含量少了2克；白象红油爆椒牛肉面桶装面"净含 量：面饼+配料113克；面饼：85克"，多半桶面在面饼含量上多了25克，配料含量少了3克。 "多半"袋而不是"多半袋"。 近日， ...

2025.05. 29 本文字数：731，阅读时长大约2分钟 近日，"白象方便面价盘失守"的消息引发关注。据红星新闻，对比白象方便面线下经销商批发价和 线上、线下售价发现，白象方便面线上折扣售价远低于线下终端售价，几乎与线下销售端的进货价一 致，使得线下渠道的白象方便面更加不占优势。 微信编辑 | 雨林 推荐阅读 美团公布骑手保障进展 从线下进货渠道看，一位来自山东的供货商表示，白象汤好喝方便面的批发价为55元一箱（24袋 装），约合2.29元/袋，桶装的是4元一桶。一名成都地区的经销商表示，袋装汤好喝方便面的批发 价为66元一箱（30袋装），约合2.20元/袋；桶装汤好喝方便面的价格为46元一箱（12桶装），约 合3.83元/桶。 从线上渠道，在淘宝百亿补贴频道，5袋汤好喝方便面的价格为11.9元，约合2.38元/袋；10桶白象 汤好喝方便面的到手价为38.3元，约合3.83元/桶。关于线上渠道的价格会否造成压力？有经销商表 示："他们是特通渠道拿货，就比较便宜。"他还提到，线上的低价会对地方经销商造成一定的影 响。 爱企查App显示，白象食品股份有限公司成立于1997年11月，法定代表人为姚忠良，注册资本 ...

Core Viewpoint - The instant noodle industry is shifting from price competition to value competition, focusing on innovation, quality, and emotional resonance to meet evolving consumer demands [1][2]. Group 1: Market Trends - The Chinese instant noodle market has surpassed 150 billion yuan in 2023, with high-end products growing over 20%, significantly outpacing traditional categories [2]. - 67% of consumers are willing to pay a 20%-30% premium for healthier, higher-quality instant noodles, indicating a shift in consumer preferences towards comprehensive value rather than just price [2]. - Traditional low-priced instant noodle sales have declined for three consecutive years, while high-end products priced above 8 yuan have seen a 15% growth, highlighting market segmentation [2]. Group 2: Company Strategies - Leading companies like Master Kong are adopting a three-dimensional innovation strategy, focusing on multiple price points, diverse scenarios, and high quality to break free from industry stagnation [2]. - Master Kong's "Yupin Shengyan" series targets the high-end market, while the "Xian Q Mian" product utilizes non-fried technology to enter the health segment, achieving over one million boxes sold in its first month with a 35% repurchase rate [2][4]. Group 3: Product Innovation - The revival of classic products, such as the upgraded black and white pepper noodles, reflects a strategic shift from price wars to value wars, tapping into consumer nostalgia and enhancing brand loyalty [5][7]. - Master Kong's product upgrades in 2024 include enhancements to classic bucket and bag products, utilizing higher quality ingredients to fill gaps in the 3 yuan and 5 yuan price segments [4]. Group 4: Quality and Technology - Quality upgrades are becoming a key competitive barrier in the instant noodle industry, with companies leveraging advanced technology for systemic improvements [8]. - Master Kong has partnered with China's aerospace sector to adopt stringent standards in raw material selection, production processes, and quality control, enhancing product stability and consumer trust [10][11]. Group 5: Social Responsibility and Brand Value - Companies are increasingly focusing on social responsibility, with Master Kong's "Everything Has a Source" project enhancing agricultural practices and supporting local farmers, which has garnered recognition for its ESG efforts [12][14]. - Research indicates that companies with strong ESG performance can achieve a 15%-20% higher product premium, reinforcing the idea that social values can enhance commercial value [14]. Group 6: Future Outlook - The future of the instant noodle industry will belong to companies that can redefine product value and reshape industry ecosystems, emphasizing quality, innovation, and long-term commitment to consumer needs [12][14].

Core Viewpoint - The recent announcement by Wahaha regarding its partnership with Jinmailang for bottled water production has sparked significant interest in the market, highlighting the operational dynamics and challenges within the beverage industry [1][2]. Group 1: Partnership and Production - Wahaha has confirmed a contract manufacturing relationship with Jinmailang, which has produced over 1.2 billion bottles of water for Wahaha since their collaboration began [2]. - Jinmailang's chairman stated that the partnership was established to meet the increasing demand for Wahaha's bottled water, leveraging Jinmailang's extensive production capabilities across 26 factories [2][3]. Group 2: Market Position and Competition - The beverage industry is characterized by high standardization, making outsourcing a common practice for brands facing capacity constraints [2]. - Jinmailang's market share in the instant noodle sector has declined, with its position dropping to fourth place in the industry as of 2023, while competitors like White Elephant have gained market share [4][5]. - The bottled water market is highly concentrated, with leading companies like Nongfu Spring and China Resources Beverage holding over 40% of the market share [5]. Group 3: Financial Performance - Jinmailang's revenue has seen a decline, with reported figures of 218.5 billion yuan in 2019, 240.4 billion yuan in 2020, and a drop to 165.7 billion yuan in 2023 [6][7]. - The company has faced challenges in its capital market endeavors, with multiple attempts to go public failing to materialize [7]. Group 4: Strategic Insights - Industry experts suggest that despite current challenges, Jinmailang has opportunities to capture market share through product innovation and strategic positioning [8]. - The operational strategy of merging food and beverage segments, as seen with competitors, could serve as a model for Jinmailang to enhance efficiency and drive growth [8].

Investment Rating - The report provides investment ratings for various companies in the consumer staples sector, with "Outperform" ratings for companies like Haidilao, China Feihe, and China Resources Beer, while Budweiser APAC is rated "Neutral" [1]. Core Insights - The report highlights a mixed trend in the cost indices of six categories of consumer goods, with spot cost indices for beer, frozen food, dairy products, seasonings, instant noodles, and soft drinks showing changes of +2.69%, +1.67%, +1.09%, -0.12%, -0.18%, and -1.58% respectively, while futures cost indices showed changes of -3.78%, +1.38%, +0.46%, -1.64%, -1.64%, and -2.61% respectively [36]. Summary by Category Beer - The spot cost index for beer increased by 2.69% compared to last month, while the futures index decreased by 3.78%. Year-to-date, the spot index has changed by -0.08% and the futures index by -5.24% [12][37]. Seasonings - The spot cost index for seasonings decreased by 0.12%, and the futures index decreased by 1.64%. The price of soybeans has been rising due to limited domestic supply and decreased imports [16][38]. Dairy Products - The spot cost index for dairy products increased by 1.09%, and the futures index increased by 0.46%. Fresh milk prices have stabilized at 3.08 yuan per kilogram, with oversupply continuing to pressure prices [19][39]. Instant Noodles - The spot cost index for instant noodles decreased by 0.18%, and the futures index decreased by 1.64%. Palm oil prices have fallen due to increased production and inventory accumulation [24][40]. Frozen Food - The spot cost index for frozen food increased by 1.67%, and the futures index increased by 1.38%. Vegetable prices have decreased significantly due to increased supply [28][41]. Soft Drinks - The spot cost index for soft drinks decreased by 1.58%, and the futures index decreased by 2.61%. Prices are under pressure due to weak demand and capacity expansion [32][42].