大家好，我是佩妮。 最近我在北京上海办社群聚会，也约一些老朋友聊聊，比较忙，就没有更新。 有几件印象比较深的事情，挺感慨的，今天想起来和大家分享一下，算是现在市场的一些侧写。 请不要 对号入座 啦。 我前几天约了一个公司正在申请破产的朋友吃饭。 这位朋友论履历也是天之骄子，Top2，年轻，大学没毕业就创业公司成功被收购。 接着雄心万丈地选了一个传统行业继续创业，立志要创新，要改变这腐朽的旧行业，给用户更好的体验。那是近 10 年前。 我们上一次见面还是五六年前，晚上在西湖区的一个小破酒吧喝了两杯，那时候的他清瘦，看上去依然像大学生，公司融了几个亿，聊起行业 逻辑清晰严密，仿佛一切胸有成竹。 再一次看到他是小红书，被愤怒的讨薪供应商，员工和客户围堵着，举着手机拍他，质问准备怎么还钱。 而他胖了不少，两鬓斑白。视频里沉默抿着嘴一言不发。 或者反复地说，我们没有贪污，公司的所有账目已经交给有关部门审计。 见面时我本来担心他的状态会很不好，但是其实还可以，除了还不能离开北京。 也许是能做的都做了，也再没什么别的能做的了，看神气透出一种解脱释然来。 他说， 在一个在下行周期的传统行业里，只要你想做点事情，就仿佛在粪坑蝶 ...

Core Insights - A total of 192 financing events were disclosed in the week of June 16-22, 2025, involving 143 domestic companies and 49 foreign companies, with a total financing amount of approximately 232.776 billion RMB [2] - The medical health sector had the highest number of financing events, while the low-carbon sector had the highest financing amount [2] Domestic Consumption Sector - In the domestic consumption sector, there was 1 company listed, 3 companies acquired, and 17 companies received funding, totaling approximately 28.94 billion RMB [2] - Huazhi Jie, based in Jiangsu, is an electric tools and accessories supplier that went public [2] - Baizhicui, a medical skincare brand based in Shanghai, was acquired by Judydoll [2] - Yushun, a liquid crystal display research service provider based in Hunan, was acquired by Huanuo Xingkong [2] - Shanghai Sen Cai Trading, a bag trading service provider based in Shanghai, was acquired by Guangzhou Caige [2] - Hangzhou Beikang International completed a Pre-IPO financing of 575 million RMB, ranking in the top 5 for this year's Pre-IPO financing [2] - Zhou Li Fu Jewelry completed a Pre-IPO financing of 524 million RMB, ranking in the top 20 for this year's Pre-IPO financing [2] Domestic Financing Events - Several companies completed significant financing rounds, including: - Lingxin Qiaoshou, a smart platform developer based in Beijing, completed a multi-million RMB A round financing [3] - Zhidai Technology, a health food supplier based in Beijing, completed a multi-million RMB A round financing [3] - New Huo Zhan, a frozen food F2B supply chain service provider based in Beijing, completed a multi-million RMB A round financing [3] - Chasing Planets, a new education service platform based in Beijing, completed an A round financing [3] - Simaier, a chain milk tea brand based in Tianjin, completed a 30 million RMB angel round financing, ranking in the top 20 for this year's angel round financing [3] Foreign Consumption Sector - In the foreign consumption sector, there was 1 company acquired and 2 companies received funding, totaling approximately 9.328 billion RMB [4] - Livensa Living, a student housing service provider based in Spain, was acquired by a Canadian pension fund [5] - IFBH, a ready-to-drink beverage and food provider based in Thailand, completed a Pre-IPO financing of 39.5 million USD, ranking in the top 50 for this year's Pre-IPO financing [5] - Knowunity, a digital learning platform provider based in Germany, completed a B round financing of 220 million RMB, ranking in the top 50 for this year's B round financing [6]

你有没有注意到，最近在美国的咖啡店和面包店，那个脆脆甜甜、顶上花纹像贝壳的圆面包，突然 成为了"网红面包"，出现的颇为频繁？它是墨西哥最经典的甜面包之一，也有点神似我们的菠萝 包，其实它的正式名字叫Concha，中文直译就是"贝壳"。 Concha的名字源自西班牙语里的"贝壳"，因为它上面的那层酥脆花纹看起来就像一个贝壳。 它由松软的酵母面团做底，顶上覆盖一层甜甜的酥皮，口味最常见的是香草和巧克力，但近年来也 有更多新潮口味加入。 它原本在纽约一些拉美移民聚居的地区很常见，但随着新一代面包师的出现，他们不断改进面包品 质，使其焕然一新，它的知名度也随之提升。在这座包容性极强的城市，正在逐渐掀起一股潮流， 颇被当地媒体看好。 用手掰开，湿润的面团丝毫没有破损，展现了酸面团的扎实，和酥脆的黄油曲奇面团搭配起来简直 完美。 Atla's Conchas、Masa Madre等知名店铺每日Concha售罄率超90%，节假日限定口味经常提前预 订，成为社交热点。2024年，美食媒体Eater、Grub Street等发布多篇专题，分析Concha从"街头点 心"到"精品面包"的华丽转身。 在墨西哥，人们的早餐和晚餐都吃 ...

Core Insights - The article highlights the significant role of Ma Taoshan Town in Zixi County, Jiangxi Province, as a major hub for bread production in China, with an annual output value of nearly 30 billion yuan and over 40,000 people engaged in the industry [2][9][12] Industry Overview - Zixi County has established approximately 16,000 bread stores across more than 1,000 cities in China, indicating a strong market presence [4] - The success of local brands like "Bao Shifu" and "Lu Xi He" reflects the influence of Zixi's bread-making community on national trends [4] Entrepreneurial Development - Zhang Xiewang, a key figure in the industry, started his journey in 1987 with limited resources, eventually leading to the establishment of a successful bakery and inspiring many locals to enter the bread-making business [5][9] - The rise of local entrepreneurs has transformed Ma Taoshan into a "bread village," with 90% of families involved in the industry and four billionaires emerging from the area [9][10] Industry Challenges and Responses - The industry faces challenges such as increased competition, declining profit margins, and rising consumer expectations for food safety [10] - In response, local entrepreneurs have formed an industry association and the government has established a bread industry development office to facilitate industry upgrades [10][12] Talent Development and Industry Chain - A talent cultivation system has been implemented, providing over 3,000 trained professionals annually to support the industry [12] - The complete bread industry chain in Zixi includes flour factories, oil companies, research centers, and logistics bases, allowing for effective cost control despite rising raw material prices [12] Technological Advancements - Modern bread production in Zixi has shifted from traditional methods to automated systems, enhancing efficiency and product quality [14][16] - Companies are focusing on health-conscious products, with some achieving annual sales exceeding 30 million yuan through innovative offerings [14] Tourism Integration - The local bread industry is leveraging tourism by creating attractions such as a 60,000 square meter bread-themed complex, which combines production with visitor experiences [16][18] - Events like bread culture festivals and baking tours are designed to convert tourists into loyal customers, further promoting the local bread economy [18]

东京烘焙职业人每周准时摘取烘焙行业最重要的、最有价值的新品信息、品牌资讯，行业热文和海外信息，一切你想知道的，都在这里。 在这里不需要恰饭，只需要更新鲜的资讯！ 1、祐禾【酸奶松松小贝】 2、红跑车hpcbakery【荔枝乳酪欧包】 3、叮咚买菜【五常大米冰面包】 4、 爱达乐 【法式可颂挞】 5、 沃尔玛 【生椰拿铁泡芙】 6、入口刚好【黑松露培根料理法棍】 7、可瑞慕尔烘焙【爆浆虎皮千层】 8、 仟吉 【7款新品】 9、我的面包【玫瑰荔枝贝果】 10、 潘祥记【玫瑰牛乳厚切吐司】 11、全日可颂 【冰酪可颂角】 12、孙北北面包【3款新品】 13、 意诺 【6款水果蛋糕】 14、 莱噢 【玫珑蜜瓜蛋糕】 15、全家FamilyMart【青提奶油三明治&可颂堡】 16、 资溪面包 【黄油提子餐包】 17、 85度C 【如意金箍芝士棒】 18、 山姆会员商店 【芒椰巧克力卷】 1、未迟西点【抹茶生巧茉莉泡芙】 2、Haohao面包【2款手作三明治】 3、夏佐面包【番茄罗勒猪肉恰巴塔】 4、原味麦田【黑松露香肠海盐卷】 5、Welle味蕾【两款盐面包】 6、AME小虎烘焙【碧根果派】 7、1 TUAN BUFF ...

近期的新闻板块中，新西兰总理访华热搜不断，这也是拉克森总理就职以来首次访华，不少在上海和北京的小伙伴也能看到在街头新西兰总理出行 的车队，可太有仪式感了！ 新西兰总理克里斯托弗·拉克森社交账号发布 新华社官宣 其中 拉克森总理在6月19日行程中的重要一项跟烘焙行业息息相关 ——莅临了 由新西兰贸发局为庆祝新西兰总理克里斯托弗拉克森本周对中国进行 国事访问而主办的"新焙新饮 东方夏宴"盛典活动 ，并且与新西兰品牌和受邀中国企业家互动。 现场发生了什么？来看一线播报！ 这场盛典由 7家新西兰企业（恒天然安佳、COMVITA、爱妃、纽麦福、新莱特、TATUA、佳沛）、15家中国烘焙和茶饮头部品牌参与 ，从视觉上 体验别具一格的品牌展示空间呈现中新两国文化活力的精彩碰撞，到味觉上品鉴新西兰黄金乳脂搭配中式技法演绎凝练的烘焙品，彰显两种文化传 统交融催生的创新成果，通过沉浸式互动打卡体验生动诠释文化协同的深层魅力，激发全新合作灵感。 新西兰总理的到来让这场盛宴气氛达到火热的高潮：亲启一场多元对话，借味觉为媒，探问两国从牧场到茶席、从匠心到未来的无限可能。 中国受邀企业家嘉宾： （排名不分先后） 爸爸糖董事长 曹国亮 盒 ...

Food and Beverage - Lianhua Holdings reported that its new product, Lianhua 1983 Red Bean and Job's Tears Water, has maintained a high sales growth rate since its launch in April 2025 [1] - The company plans to introduce an electrolyte drink with flavors including lemon, grapefruit, and blood orange, as well as a 100% fruit and vegetable juice product in the second half of the year [1] - Haitian Flavoring and Food Co. officially listed on the Hong Kong Stock Exchange, closing at HKD 36.5 per share, a 0.55% increase from the opening price [2] Company Developments - Black Sesame Group received a warning letter from the Guangxi Securities Regulatory Bureau due to issues such as non-operating fund occupation by controlling shareholders and irregular corporate governance [3] - IFBH Limited, the parent company of coconut water brand if, has passed the listing hearing on the Hong Kong Stock Exchange [4] - Three Squirrels decided to terminate the acquisition of Hunan Ailingshi Technology Co., with no significant adverse impact on its operations or future development strategy [5] Market Trends - Xiaobu Group's collaboration with Li Jiaqi's live streaming resulted in over 9,000 vouchers sold in a single session, indicating strong consumer engagement [8] - Ba Nu International Holdings submitted its prospectus to the Hong Kong Stock Exchange, reporting revenues of CNY 7.09 billion in Q1 2025 and a profit of CNY 55.16 million [10] - Huan Niu Cake House announced its closure due to rising costs and market competition, while addressing customer concerns regarding membership balances [11]

为了中国烘焙市场信息更加透明流通，方便上下游资源更快速的链接，东京烘焙职业人开通栏目 " 中 国烘焙工厂 " ，和大家一起了解更多关于 OEM/ODM 加工企业的深度信息，洞察头部企业的发展布 局，快速精准匹配需求。 这些赛道的品牌通常拥有清晰的产品理念、稳定的客群黏性与较强的社交传播力，正逐步成为市场 中具有文化表达能力和审美影响力的价值单元。然而，在生产端，这类品牌普遍面临同一困境： 一方面，这些品牌对产品差异化与精细度有着极高要求； 另一方面，传统大型OEM工厂难以匹配其灵活、小批量、定制化的供需节奏，而非标准化代工又常 常无法保证食品安全与工艺稳定性。 在这一背景下， 具备专业生产能力、同时能够深度理解品牌需求的"小体量、高协同"型OEM工厂 ，正成为中小型烘焙品牌不可或缺的幕后支撑。 同时欢迎更多优质的 OEM/ODM 企业 与我们联系！ 有需求联系相关代工企业或寻求代工相关资源的 品牌方 请添加联系方式，会有专人对接。 【中国烘焙工厂·第 10 家】 /// 随着消费结构的持续演化与审美趋向的加速细分，消费者者对崇尚品质与风格表达的中小型烘焙品 牌和高阶私房有了更高的要求。 本文将要介绍的颂爱食品 ...

6月15日晚11点，杭州本土网红烘焙品牌欢牛蛋糕屋发布《致消费者的告别公告》，宣告这个经营12年 的品牌"即将画上句点"。公告将倒闭原因归咎于"成本激增、市场竞争如潮及自身管理失误"。 更戏剧性的是，就在7天前，该品牌还公开否认"跑路"传闻，创始人徐浩声称"没躲也没走"，甚至透露 计划今年通过加盟模式在全国新开100家门店。 倒闭前兆：经营危机早有端倪 2022年，欢牛（杭州）餐饮管理有限公司拿到了顺为资本近千万美元的A轮融资。欢牛蛋糕屋随之开启 扩张之路，据窄门餐眼，2021-2024年，欢牛蛋糕屋开店数分别为12家、15家、31家和9家，对比来看， 同期其关店数分别为1家、1家、7家和17家。数据显示，2023年欢牛蛋糕屋的存量门店数最多，为67 家，2024年其闭店数比开店数多。 据行业媒体报道，邓周虹在拿到融资后曾表示，希望资本能指导企业，如何让品牌走向全国，并称企业 要用连锁化经营方式管理现在的店铺，同时坚持私域运营及产品创新。据潮新闻报道，欢牛蛋糕工作人 员曾透露，根据公司布局，2025年将通过加盟模式，计划在全国新开100家门店，并称原来品牌加盟费 8.8万元，现在只要2万元，额外再加1万元保证 ...

Group 1 - The core viewpoint of the articles highlights that Nanchao Food (605339.SH) reported a 3.31% year-on-year decline in consolidated revenue to 255 million yuan in May, continuing a trend of performance volatility [2][3] - The decline in revenue is attributed to rising raw material costs and challenges from market transformation, particularly the volatility in commodity prices like palm oil, which heavily impacts Nanchao's main products [2] - Despite attempts to pass on cost increases to downstream customers, competitive market conditions have hindered full absorption of price hikes, leading to sustained pressure on gross margins [2][3] Group 2 - The shift in consumer demand towards healthier options, such as low-sugar and low-fat baked goods, has negatively impacted traditional products like margarine and shortening, contributing to slower market growth [2] - Nanchao Food has begun to diversify into emerging businesses like frozen dough and cream, but these segments currently represent a small revenue share and are unlikely to offset the decline in baking oil revenue in the short term [2] - The company's distribution model faces challenges, with weaker risk resilience among small and medium-sized distributors and slow recovery in offline consumption in some regions, leading to stagnant distributor income growth [3] Group 3 - Nanchao Food is attempting to adjust its business structure by expanding frozen dough capacity and strengthening partnerships with large supermarkets to align with efficiency trends in the baking industry [3] - The competitive landscape is intensifying, with international giants like Cargill and AAK accelerating their market presence, making cost control and product innovation critical for Nanchao's future market position [3] - While short-term performance remains uncertain, Nanchao's technological accumulation and channel advantages in the baking ingredient sector provide a competitive edge for long-term prospects [3]