大家有没有发现，这两年，市面上出现了很多衢州鸭头的门店？ 这种店面积不大，采用半开放式的设计。门口的托盘里，混杂摆放着刚卤好不久的鸭头、鸭脖、鸭架，还有猪蹄、牛肉丸、藕片等等产品。无论是在北 京、上海，还是乡镇、县城，你都能看到他们的身影。 据统计，衢州鸭头在全国，已经开出3万多家门店。 但是另一方面，近几年，主流的卤货品牌却在收缩，包括绝味鸭脖、周黑鸭、煌上煌，他们最近都是在关店，而不是在开店。 这一期，我想聊聊，衢州鸭头这种东西，到底是怎么开遍全国的。 01 尽管现在，卤味品牌的门店依然随处可见，但是一个铁一般的事实是，这两年，卤味市场正在快速收缩。 行业巨头绝味鸭脖，在2023年的时候，门店总数达到了1.6万家，但是到了今年，就缩减成了1.2万家。两年不到就关了4千家店，相当于直接少了一个周黑 鸭出来。 而周黑鸭自己的情况也不容乐观，它的门店数量，从近四千家，降到了三千出头，直接少了四分之一。煌上煌，也从4500家，减少到3600家。这「卤味三 巨头」，这几年的日子都不好过。 一时之间，卤货品牌似乎受到了人们的嫌弃。 那么，为什么会出现关店潮流呢？是不是人们不喜欢吃卤货了呢？ 其实也不是。如果真不喜欢， ...

2025.07. 02 本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 陆涵之 科技含量"满满"的无人仓，正在将商家的部分责任转移给骑手。 近期，短视频平台上，有骑手发布了自己在周黑鸭无人仓取餐的视频，受到了不少关注。视频显示， 骑手进入店内后，商家通过语音"遥控"骑手在冰柜取货，骑手在冰柜内翻找了一会才找齐商品。随 后商家要求骑手完成对商品扫码、输入顾客手机尾号、出小票、打包等操作，经过一系列流程最终完 成取货。骑手在视频中表示，"晚上12点店里没有人可以把关了，我只负责配送。" （图为骑手视频中的截图） 有骑手对第一财经表示对于这类需要骑手完成取货打包的无人仓订单，骑手十分抗拒却没有很好的解 决方法。 "骑手最讨厌的订单" 上海骑手张波（化名）对第一财经表示，"有遇到过这种无人仓商家，大多是卖猫粮、狗粮。"上述 骑手表示，这类订单并不是每天都有，偶尔会碰到一两单，频率大概是一周4到5单。虽然单量不 大，但张波表示这类订单是"骑手最讨厌的单"，因为骑手到店后商品没有完成打包，需要骑手自己 找货。他表示，这类商家地址往往较为隐蔽，路线较为复杂，到达后还需要骑手花费时间找货，很浪 费时间，并且又担心 ...

科技含量"满满"的无人仓，正在将商家的部分责任转移给骑手。 近期，短视频平台上，有骑手发布了自己在周黑鸭无人仓取餐的视频，受到了不少关注。视频显示，骑 手进入店内后，商家通过语音"遥控"骑手在冰柜取货，骑手在冰柜内翻找了一会才找齐商品。随后商家 要求骑手完成对商品扫码、输入顾客手机尾号、出小票、打包等操作，经过一系列流程最终完成取货。 骑手在视频中表示，"晚上12点店里没有人可以把关了，我只负责配送。" （图为骑手视频中的截图） 有骑手对第一财经表示对于这类需要骑手完成取货打包的无人仓订单，骑手十分抗拒却没有很好的解决 方法。 "骑手最讨厌的订单" 这类情况并不鲜见，该骑手在6月20日再次发布了在周黑鸭无人店打包的视频，依然是在店内无人的情 况下独自进行打包工作。 上海骑手张波（化名）对第一财经表示，"有遇到过这种无人仓商家，大多是卖猫粮、狗粮。"上述骑手 表示，这类订单并不是每天都有，偶尔会碰到一两单，频率大概是一周4到5单。虽然单量不大，但张波 表示这类订单是"骑手最讨厌的单"，因为骑手到店后商品没有完成打包，需要骑手自己找货。他表示， 这类商家地址往往较为隐蔽，路线较为复杂，到达后还需要骑手花费时间找货 ...

绝味食品2017年上市以来一直热衷于对外投资，上述基金只是其投资版图的冰山一角。根据公开信息， 此次延期的湖南肆壹伍基金目前对外投资7个项目，其中不少公司最后一轮融资停留在2021年。 从整体来看，2024年绝味食品投资净收益为-1.6亿元，比2023年多亏损0.44亿元。在销售下滑、门店减 少的同时，绝味食品规模庞大的投资中蕴藏的风险同样不容忽视。 出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 近日，绝味食品（维权）接连发布公告对旗下私募股权基金进行延期。 6月27日，公司发布公告表示旗下股权投资基金湖南肆壹伍私募股权基金企业（有限合伙）（以下简 称"湖南肆壹伍基金"）存续期即将届满，合伙人会议决定将存续期延长一年。 而在此前的6月19日，公司宣布将旗下广州绝了股权投资基金合伙企业（有限合伙）（以下简称"绝了一 期基金"）存续期再延长一年，这已经是第二次延期。 股权投资基金延期 绝味食品多元化投资成拖累 近日，绝味食品发布公告，称全资子公司参与设立的股权投资基金——湖南肆壹伍私募股权基金企业 （有限合伙）（以下简称"湖南肆壹伍基金"）存续期即将届满，为了保证基金的正常运作和已投资项目 的顺利退出，湖 ...

煌上煌作为曾经的"卤味第一股"，近年来却频频陷入业绩下滑的困境。2024年，公司全年营业收入为 17.39亿元，同比下降9.44%；归母净利润仅为4032.99万元，同比暴跌42.86%，创下近十年来的次低水 平。更令人担忧的是，其门店数量在2024年锐减837家，从2023年的4497家降至3660家，距离"千城万 店"的目标渐行渐远。这一系列数据背后，折射出传统卤味品牌在新消费时代的生存困境。 业绩失速：闭店潮与"卤味刺客"标签下的生存困境 结语：卤味江湖的生死转型 煌上煌的困境不仅是其自身发展的问题，更是整个传统卤味行业在新消费时代面临的缩影。在年轻人主 导的市场中，品牌需要不断突破自我，找到与消费者情感共鸣的创新点。煌上煌的自救实验虽未完全成 功，但其在产品创新和品牌年轻化上的努力，为行业提供了宝贵的参考。未来，能否在坚守传统与拥抱 变革之间找到平衡，将决定这家老字号的命运走向。 责任编辑：AI观察员 此外，供应链管理的短板和成本压力也对煌上煌造成了沉重打击。2024年，子公司真真老老因合作方仓 储火灾导致存货损失，叠加商誉减值计提对公司利润造成了直接冲击。尽管原材料价格有所回落，但市 场需求的显著下 ...

Core Insights - The founder Zhou Fuyou's return to Zhou Hei Ya has not immediately reversed the company's declining performance, leading to a brand rejuvenation effort aimed at making the brand "younger and more interesting" [2][19] - Zhou Hei Ya is facing dual challenges of weak core business performance and chaotic cross-industry ventures, with the brand being labeled as a "price assassin" by young consumers due to high prices [2][19] Group 1: Management Changes and Challenges - Zhou Fuyou's return initiated significant internal changes, including a restructuring of the management framework and a shift towards micro-management to address performance issues [3][7] - Despite achieving revenue and net profit growth in 2023, Zhou Hei Ya fell short of its profit target of 200 million yuan, primarily due to weakened consumer demand in the fourth quarter [6][19] - The company has seen a drastic increase in store numbers from 1,255 in 2019 to 3,816 by the end of 2023, but this rapid expansion has led to challenges in maintaining product quality and brand reputation [12][19] Group 2: Financial Performance - In 2024, Zhou Hei Ya's revenue dropped to 2.451 billion yuan, a decline of 10.66% year-on-year, with net profit falling to 98 million yuan, down 15.03% [19] - The average revenue per store decreased significantly from 2.1 million yuan in 2019 to 590,000 yuan in 2023, indicating the impact of increased competition and operational inefficiencies [16][19] Group 3: Brand Rejuvenation and Strategy - Zhou Hei Ya has launched a brand rejuvenation strategy, focusing on modernizing packaging and store design to attract younger consumers [22][25] - The company is attempting to balance its classic offerings with innovative products, but marketing efforts have been criticized for lacking depth and failing to connect with consumers [26][27] - Plans for international expansion into Southeast Asia are underway, but challenges such as taste adaptation and local competition pose significant risks [27][28]

近日，在备受瞩目的2025中国新食材/新调味品博览会上，百年非遗老字号"五香居"倾力打造的子品牌——孙卤匠椒 盐蹄膀，凭借其优越的工艺与卓越品质，一举斩获"蹄膀品类"冠军称号，成为传统卤味创新升级的标杆之作。 目前，孙卤匠椒盐蹄膀已成功打入常州、芜湖、上海等多座城市，其"现蒸现炸"的明档模式不仅满足消费者对"新 鲜、健康、美味"的核心诉求，更适配家庭欢聚、商务茶歇、户外露营等多元场景。时尚化包装与年轻化营销策略，更 使其迅速成为社交平台上的"网红爆款"。 IMG_0394 "让消费者安心享美味、让加盟商省心轻创业、让员工自信有成就"——孙卤匠始终践行这一核心价值理念。对于消 费者，严选食材、透明工艺铸就安全美味双重保障；对于合作伙伴，提供从产品培训、营销策划到物料支持的全链路 服务体系，依托爆款产品与成熟品牌，显著降低创业门槛；对于员工，则致力于专业技能提升与积极企业文化的共 建。 此次品类冠军加冕，是对孙卤匠椒盐蹄膀创新力与市场表现的高度肯定。未来，品牌将持续深耕"鲜蒸现炸"工艺， 推出更多创新口味，向着"中国餐桌炸卤品类领导者"的目标坚定迈进，让承载非遗智慧的卤味新风潮，飘香至更多中 国家庭的餐桌。 冠军 ...

Core Insights - The 30th anniversary celebration of Zhou Hei Ya showcased its journey from a small shop to a national brand, launching a global brand renewal strategy aimed at a century-long vision for the braised food industry [1][11] - Zhou Hei Ya has evolved from a local delicacy to a national leisure food benchmark, with significant milestones including its listing on the Hong Kong Stock Exchange in 2016 as the first brand in the braised food industry [5][6] Company Development - Zhou Hei Ya was founded in 1995 by Zhou Fuyou, who introduced a unique sweet and spicy flavor, gradually gaining recognition in Wuhan [3] - In 2004, the brand began its formal branding process by opening its first commercial store in Wuhan International Plaza, leading to a decade of innovations in packaging and production [5] - By the end of 2024, Zhou Hei Ya plans to have over 3,000 stores across more than 300 cities in China [6] Brand Strategy - The brand renewal includes a new visual identity with three core colors and a youthful IP character "Xiao Zhou Zhou," reflecting a commitment to modernization and consumer engagement [8][10] - Zhou Hei Ya aims to become a "creator of global flavors," focusing on building a strategic ecosystem with international partners and promoting "Chinese flavors" worldwide [10][11]

Core Insights - The core message of the news is the celebration of the 30th anniversary of Zhou Hei Ya, highlighting its brand renewal strategy and commitment to quality as it aims to expand globally [1][8]. Group 1: Brand Development and Quality Control - Zhou Hei Ya has evolved from a street vendor to a national brand, emphasizing a vision of becoming "the creator of deliciousness for the world" while maintaining a quality-first approach [1]. - The company has implemented rigorous quality control measures, including advanced equipment to ensure a 99.9% impurity removal rate in its pepper sourcing, reflecting its commitment to high standards [2][3]. - Zhou Hei Ya's products have received multiple industry awards, including the iSEE Delicious Award, reinforcing its reputation for quality [4]. Group 2: Market Adaptation and Product Innovation - The company has adapted its store formats and product offerings to meet changing consumer preferences, including the introduction of new product lines such as spicy chicken and collaborations with other brands [5][6]. - Zhou Hei Ya has expanded its store count to over 3,000 across more than 300 cities in China, utilizing a dual model of direct sales and franchising to enhance market presence [5]. Group 3: Strategic Expansion and Globalization - Zhou Hei Ya is actively pursuing global market opportunities, starting with Southeast Asia, and aims to promote Chinese marinated food culture internationally [8]. - The company has diversified its distribution channels, including partnerships with major retailers and e-commerce platforms, resulting in a 75% increase in customer transactions [7]. - The introduction of new beverage products and collaborations in the seasoning sector indicates a strategic move towards creating new consumption scenarios [7].

Core Insights - The article highlights the 30th anniversary of Zhou Hei Ya, showcasing its journey from a small shop to a national brand and the launch of its global brand renewal strategy [2][3][4] Company Development - Zhou Hei Ya was founded in 1995 by Zhou Fuyou in Wuhan, starting with a small shop and introducing a unique "sweet and spicy" flavor that disrupted traditional practices [2] - The brand transitioned to a more formalized business model in 2004 by opening its first commercial store, marking the beginning of its branding process [2] - By 2024, Zhou Hei Ya plans to have over 3,000 stores across more than 300 cities in China [2] Quality Control and Supply Chain - The company adheres to GMP standards to ensure product quality and has significantly upgraded its supply chain, leading to the development of industry benchmarks among its partners [3] - Zhou Hei Ya's innovative processing techniques, such as a highly automated processing line, achieve a 99.9% impurity removal rate [3] Brand Strategy and Innovation - The brand is implementing a dual strategy of "classic + innovation," maintaining its signature flavors while introducing new product lines and visual branding elements [3] - Zhou Hei Ya's new branding includes a recognizable IP character "Xiao Zhou Zhou" and modern packaging designs that enhance consumer engagement [3] Future Vision - The company aims to build a "steel team" focused on quality improvement and to deepen the cultural interpretation of "Chinese Zhou Hei Ya" while expanding into global markets [4] - Zhou Hei Ya plans to create a strategic ecosystem with international partners, emphasizing continuous improvement and market penetration beyond snacks into dining experiences [4]