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益海嘉里丰厨速食新品闪耀 2025 南京秋糖,诚邀莅临共赏
Zhong Guo Shi Pin Wang· 2025-10-10 08:09
2025年10月16日至18日,第113届秋季全国糖酒商品交易会将在南京盛大启幕。作为行业瞩目的年度盛会,此次展会汇聚众多优质品牌与创新产品,而益海 嘉里旗下金龙鱼丰厨将携多款重磅新品盛装参展,以丰富多元的速食产品矩阵与场景化创新解决方案,强势登陆南京展会现场,为行业与消费者带来一场便 捷、放心、美味饮食的焕新体验。 此次展会的一大亮点,当属金龙鱼丰厨方便意面的重磅首发,为消费者开启便捷又美味的意式饮食新体验。该意面产品主要在食用方式进行了极大创新,为 了满足消费者速食意大利面的需求,研发出熟制的鲜食意面,既可直接开水冲泡食用,也可放入微波炉快速加热,无需复杂厨具,2分钟即可轻松搞定一碗 意面。无论是郊游露营时的户外加餐、工作之余的便捷午餐,还是旅途途中的美味补给,金龙鱼丰厨意面都能完美适配,成为方便食品的不二之选。 在口味方面,新品意面同样不同凡响,番茄肉酱风味意面特别添加占比25%的大颗猪肉粒,肉质紧实饱满,酸甜酱汁包裹每一根面条;黑椒牛肉风味意面则 加入13%的鲜美牛肉,牛肉入味十足,黑椒香气浓郁醇厚,带来地道意式风味。两款意面均坚守极简配料理念,面条配方中仅含纯净水、优质意大利硬质小 麦粉与植物油,煮 ...
中国必选消费品9月价格报告:白酒批价多数下跌,大众品价格多数稳定
Haitong Securities International· 2025-09-30 11:25
Investment Rating - The report assigns an "Outperform" rating to multiple companies in the consumer staples sector, including Guizhou Moutai, Wuliangye, and others, indicating a positive outlook for these stocks [1]. Core Insights - The wholesale prices of Baijiu have mostly declined, with notable decreases in prices for Guizhou Moutai and Wuliangye, while prices for most consumer goods remain stable [4][10]. - The report highlights a significant drop in the discount rates for liquid milk products, indicating a shift in consumer purchasing behavior [6][18]. - Overall, the report suggests that the impact of funds is greater, advising attention to low-position stocks and heavyweight stocks in the consumer staples sector [8]. Summary by Sections Baijiu Pricing - Guizhou Moutai's wholesale prices for Feitian (case and single bottle) are 1790 and 1770 yuan, respectively, reflecting a decrease of 55 and 70 yuan from the previous month [4][37]. - Wuliangye's eighth-generation price is 895 yuan, down 25 yuan from last month [4][37]. - Luzhou Laojiao's Guojiao 1573 price increased by 10 yuan to 850 yuan [4][37]. Consumer Goods Pricing - The average discount rate for liquid milk products decreased from 74.8% to 69.4% since the end of August [6][21]. - Discount rates for soft drinks, condiments, instant foods, and beer remained stable, with slight variations in average and median values [19][35]. - The report notes that the discount rate for infant formula products also showed a minor decrease from 89.5% to 88.7% [21][35]. Investment Strategy - The report emphasizes the importance of monitoring low-position stocks and heavyweight stocks due to the greater impact of funds on the market [8].
麻六记酸辣粉再陷发霉风波,代工模式暴露品控漏洞
Zhong Guo Xin Wen Wang· 2025-09-29 08:56
麻六记酸辣粉再陷发霉风波,代工模式暴露品控漏洞 中新网北京9月29日电(记者 赵方园 吴家驹)距离上次发霉风波不足两月,麻六记酸辣粉再次因产品质量 问题被推上风口浪尖。 近日,有消费者在社交平台曝光购买到的酸辣粉出现粉饼严重发霉并伴有酸臭异味,而该产品生产日期 标注为2025年8月6日,尚在保质期内。 与上次主动召回并公开道歉的处理方式不同,截至发稿,麻六记与其代工厂均未就此次事件作出公开回 应。 发霉事件重演 近日,一位网友在社交平台发布视频称,其在麻六记旗舰店购买的7桶酸辣粉中,拆开第一桶发现粉饼 发霉。 据媒体报道,该消费者表示,自己在9月23日收到货后立即向客服反映,却被告知需将问题产品寄回北 京检测。 "我不给他们寄过去了,因为评论区有小伙伴说寄回去的话,他们也不会进行赔偿。"该网友表示,她已 申请仅退款处理并退款成功,"但是他们出售这个发霉变质的东西给消费者,是违法的。" 这并非麻六记酸辣粉首次被曝出发霉问题。今年7月,深圳、上海、宁波等多地消费者陆续在社交平台 发帖投诉,在开市客(Costco)买到了发霉的麻六记酸辣粉。 随后,多地门店对涉事产品进行紧急下架。7月28日,代工厂商白家阿宽发布说明 ...
麻六记,再被曝发霉!品牌方与代工厂集体失声
新浪财经· 2025-09-25 10:38
Core Viewpoint - The article discusses the recurring quality issues of the brand "Ma Liu Ji" spicy sour noodles, particularly the presence of mold and foreign objects, leading to consumer complaints and product recalls [2][4][16]. Group 1: Product Quality Issues - In July, "Ma Liu Ji" spicy sour noodles were removed from shelves due to mold, and the contract manufacturer Bai Jia A Kuan issued an apology and recalled the products [2][4]. - Consumers reported finding moldy noodles produced in August, raising concerns about the effectiveness of the recall and quality control measures [2][5]. - Complaints on the Black Cat complaint platform indicate that 36.62% of the 71 complaints about "Ma Liu Ji" relate to food hygiene and quality issues, including mold, foreign objects, and insects [7][11]. Group 2: Company Responses and Accountability - Bai Jia A Kuan acknowledged the quality issues and stated that the problems were due to insufficient disinfection during production, leading to potential contamination [16][20]. - Both Bai Jia A Kuan and Beijing Shitongda Technology Development Co., Ltd., the major shareholder of "Ma Liu Ji," have committed to improving supply chain management and quality control measures [4][20]. - Legal experts indicate that both the manufacturer and the brand are liable for damages caused by defective products, and consumers can seek compensation from either party [4][24]. Group 3: Consumer Reactions and Legal Implications - Consumers have expressed frustration over the difficulty in obtaining compensation, with many reporting that customer service only offers refunds without addressing the underlying quality issues [12][13]. - The article highlights the legal obligations of companies to recall defective products and the potential for consumers to seek legal recourse if their complaints are not adequately addressed [13][24]. - The brand's ongoing sales performance, with over 5.7 million units sold, contrasts sharply with the negative publicity surrounding the quality issues [24].
消费者发帖投诉:麻六记“大单品”酸辣粉再被曝发霉!抖音的补偿为60元无门槛券,官方暂无回应
Sou Hu Cai Jing· 2025-09-24 05:06
近日,有不少消费者在社交平台发帖投诉,买到了发霉的麻六记酸辣粉。有网友称,之前吃了两盒,第 三盒的粉揉开之后里面全是霉。对此,抖音的补偿为60元无门槛券。 值得注意的是,此前,在全网热议"罗永浩与西贝事件"时,张兰在直播中带领团队进入麻六记后厨,证 明自家非预制菜,却被曝无健康证、未洗手就切菜。 据了解,7月份,麻六记酸辣粉也曾因"粉饼发霉"受到广泛关注。7月27日,麻六记酸辣粉代工商四川白 家阿宽食品发布声明称,经核查问题集中在两批次产品,主要原因是生产过程中消杀环节存在不足,可 能导致部分产品受环境细菌污染。7月28日下午,麻六记官方微博发表声明道歉,称经公司内部排查与 核实,确认涉及问题的产品为生产日期为2025年6月16日、6月18日的两个生产批次。目前,公司已在产 品生产所在地启动召回程序,并正积极与相关消费者沟通,全力推进退货及妥善的补偿方案,力求最大 程度保障客户的权益。 来源:新浪网 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担 全部责任。邮箱:news_c ...
与李子柒决裂后,微念“B计划”的网红螺蛳粉出事了
凤凰网财经· 2025-09-23 15:23
来源丨凤凰网财经《公司研究院》 "汤底浓醇,爆浓爆辣爆上头。"这曾是网红螺蛳粉"臭宝"最诱人的广告语。它以"配料丰富,量多料足"为利器,在硝烟弥漫的速食江湖中 杀出重围,创下月销数千万元的记录。 作者丨DW 然而,当消费者满怀期待地拆开包装,尝到的却是指甲与烟头的苦涩。 近期,社交平台上关于"臭宝"的控诉声此起彼伏。多名消费者发帖称,在螺蛳粉中吃出了疑似脚趾甲、烟头等令人作呕的异物。更让他们 心寒的是,向厂家投诉后,得到的却是维权无门的推诿与沉默。 (图源:经视直播) (图源:官网) 消费者或许不知道,这个诞生仅三年的品牌,对它的母公司"微念"而言,不仅是一款网红产品,更是押注未来的"秘密武器"。 就在两年前,微念还深陷与顶流网红李子柒的仲裁风波。当时,业内几乎一致断言:失去李子柒的微念,将一蹶不振。然而,微念不仅活 了下来,还构建起一个日均出货量超百吨的"米粉王国"。而"臭宝",正是这个王国里最耀眼的明星。 当凤凰网财经《公司研究院》致电官方客服时,得到的回应是:"我们一直十分关注食品安全,后续会有相关负责人进行回应。" 01 从"真香"到"真恶心" 在速食螺蛳粉的江湖里,"臭宝"曾是一个现象级的存在。当同 ...
2025年米粉行业发展报告-第一财经商业数据中心
Sou Hu Cai Jing· 2025-09-14 10:10
Industry Overview - The Chinese rice noodle industry has evolved over two millennia from a local snack to a national cuisine, focusing on technological innovation, full supply chain collaboration, and globalization as core development directions [1] - The market size of the entire rice noodle industry in China is expected to exceed 300 billion yuan by 2025, with online sales of pre-packaged instant rice noodles reaching 5.28 billion yuan [1][2] - The industry is characterized by diverse brand dynamics, with innovative consumer brands dominating the market, while traditional brands are also adapting to the fast-paced changes [1][2] Consumer Trends - Nearly 90% of consumers eat rice noodles weekly, with the post-85s to post-95s and working professionals being the primary consumer groups [2] - The demand for quality upgrades is driven by consumer preferences for taste, convenience, and cost-effectiveness, leading to an increase in the price range of pre-packaged rice noodles [2][45] - The trend towards social dining and experiential consumption is evident, with consumers favoring dining out for the atmosphere and social media sharing [48] Market Dynamics - The online sales channel for pre-packaged instant rice noodles is growing significantly, with over 60% of consumers purchasing through multiple channels, primarily e-commerce and large supermarkets [1][24] - The brand landscape is becoming more mature, with local time-honored brands revitalizing their offerings and new brands entering the market [27][30] - The supply chain is evolving, with upstream, midstream, and downstream sectors collaborating to enhance efficiency and product quality [38][41] Future Outlook - The global rice noodle market is projected to grow at an annual rate of 3.74%, reaching 24.5 billion USD by 2032, while the Chinese market is expected to exceed 80 billion yuan by 2025 [2] - Over 50% of consumers plan to increase their purchasing frequency, indicating a positive outlook for the industry [2] - The industry must focus on supply chain innovation, flavor and health improvements, and cultural integration to unlock further economic and cultural value [2][15]
方便食品突围:深挖需求提价值,技术创新破“内卷”丨行业风向标
Tai Mei Ti A P P· 2025-09-05 14:05
Core Viewpoint - The convenience food industry in China is transitioning from rapid growth to intense competition, facing challenges due to changing consumer preferences and market saturation, with a significant decline in instant noodle consumption observed from 2020 to 2023 [2][3]. Industry Trends - The convenience food sector is experiencing a shift from "incremental competition" to "value competition," with a focus on health and innovation as key drivers for growth [3][4]. - The overall consumption of instant noodles in China remains substantial, with 447.2 billion servings consumed in 2024, accounting for 37% of global consumption [4]. - The market is witnessing a K-shaped differentiation, where high-end products are upgrading while budget-friendly options maintain their market share [4][6]. Company Performance - Major companies like Anjuke and Kemin Foods are reporting declining revenues, with Anjuke's revenue increasing only slightly by 0.8% to 76.04 billion yuan, while net profit fell by 15.79% [5]. - Kemin Foods also experienced a revenue drop of 10.85% and a net profit decline of 2.34% [5]. Consumer Demographics - The new generation (born between 1995-2009) is becoming the main consumer force, contributing 40% to national consumption despite being only 20% of the population [6]. - The aging population is also creating diverse demands, with the silver economy expected to reach 12 trillion yuan by 2030 [6]. Strategic Directions - Companies are encouraged to adopt differentiation strategies to meet evolving consumer needs, focusing on health-oriented and unique products [7][8]. - The importance of innovation in product development is emphasized, with companies exploring new categories and consumer scenarios [10][11]. Technological Innovation - The industry is urged to embrace technological advancements to enhance product quality and meet consumer expectations [10][11]. - There is a call for collaboration between companies and research institutions to address technical challenges and drive industry growth [12].
复盘106家食品企业半年报:70家公司业绩下滑,蒙牛液奶缩水40亿,农夫逆袭净赚76亿
3 6 Ke· 2025-09-03 08:50
Overall Industry Performance - In the first half of 2025, 70 out of 106 companies reported varying degrees of performance decline, with 57 experiencing revenue drops and 48 facing net profit declines, indicating a trend of prioritizing profit preservation over revenue growth [1][2] - The consumer market remains weak, leading to supply-demand imbalances, intense competition, and price wars [1] Dairy Industry - The dairy sector is significantly impacted, with 25 out of 33 listed companies reporting performance declines, primarily due to falling liquid milk sales [1][3] - Major players like Yili and Mengniu saw substantial revenue drops in their liquid milk segments, with Yili's liquid milk revenue decreasing by 7.61 billion yuan and Mengniu's by 40.48 billion yuan [3][4] - Conversely, the milk powder segment shows signs of structural recovery, with some companies reporting revenue growth due to market consolidation and subsidy policies [3][5] Snack Industry - Snack companies are largely struggling, with brands like Liuyinpuzi and Laiyifen reporting losses, while others like Qiaqia and Three Squirrels experienced significant profit declines [1][2] - The challenges stem from channel transformations and rising costs, particularly in raw materials, leading to increased customer acquisition costs [1] Beverage Industry - The beverage sector shows mixed results, with companies like Nongfu Spring and Dongpeng achieving record net profits, while others like China Resources Beverage faced revenue declines [9][10] - Nongfu Spring's tea beverage segment surpassed 10 billion yuan in revenue for the first time, indicating strong market performance [9] Seasoned Food Industry - The seasoning industry is experiencing increasing differentiation, with leading companies like Haitian maintaining stable growth while others like Zhongju Gaoxin face significant declines [7][8] - Many companies are adjusting their channel strategies in response to market saturation, with a focus on international expansion [8] Convenience Food Industry - The convenience food sector shows slight recovery among leading companies, with Shuanghui Development reporting a revenue increase of 2.97% [13] - Notably, Guoquan Foods achieved remarkable growth, with revenue and net profit increasing significantly [14] Overall Conclusion - The food industry is facing a challenging environment with more companies reporting declines than gains, but there are still structural growth opportunities for those willing to adapt and innovate [14]
宝立食品(603170):25H1复调表现稳健 空刻营收增速较快
Xin Lang Cai Jing· 2025-08-31 08:37
Core Insights - The company reported a revenue of 1.38 billion and a net profit of 117 million for the first half of 2025, reflecting year-on-year growth of 8.39% and 7.53% respectively [1] - The second quarter of 2025 saw revenue and net profit of 711 million and 58 million, with year-on-year increases of 9.54% and 22.45% respectively, indicating a sequential acceleration in performance [1] - Growth was driven by the C-end market, particularly in the air-dried products segment, while the B-end business showed steady development [1] Revenue Breakdown - For the first half of 2025, revenue from compound seasonings, light cooking solutions, and beverage dessert ingredients was 630 million, 636 million, and 80 million respectively, with year-on-year growth rates of 4.06%, 13.94%, and 6.92% [1] - In Q2 2025, the revenue growth rates for these segments were 9.22%, 14.98%, and -16.83% respectively, with the compound seasonings segment benefiting from enhanced service capabilities and new customer acquisition [1] Regional Performance - In the first half of 2025, revenue growth rates by region were as follows: East China +6.46%, South China +58.63%, North China -7.60%, Central China +0.16%, Northeast +15.83%, Southwest +22.47%, Northwest +72.00%, and overseas +57.66% [2] - In Q2 2025, the growth rates were: East China +8.72%, South China +47.38%, North China -8.43%, Central China -5.20%, Northeast +20.94%, Southwest +5.60%, Northwest +1.76%, and overseas +164.94% [2] Sales Model - In the first half of 2025, direct sales and non-direct sales generated revenues of 1.131 billion and 210 million respectively, with year-on-year growth of 9.95% and 2.49% [2] - In Q2 2025, direct sales and non-direct sales saw year-on-year growth of 11.89% and 2.29% respectively, as the company actively expanded into new sales channels [2] Profitability - The company's gross margin for the first half of 2025 was 33.68%, an increase of 1.61 percentage points year-on-year, driven by a higher proportion of revenue from the C-end air-dried business and the launch of high-margin new products in the B-end [3] - The net profit margin for the first half of 2025 was 8.45%, remaining stable year-on-year, while the adjusted net profit margin was 8.06%, reflecting a 0.27 percentage point increase [3] Product Innovation and Channel Expansion - The company is focusing on product innovation and channel expansion, with new product launches in the C-end market and a robust B-end product solution offering [4] - The company is also expanding into new retail channels, including O2O and membership-based stores, while enhancing production capacity through new facilities [4] Earnings Forecast - The company has slightly adjusted its net profit forecast for 2025 to 264 million, 308 million, and 339 million, reflecting a reduction of 4.1%, 1.3%, and 0.9% respectively [5] - The projected EPS for 2025-2027 is 0.66, 0.77, and 0.85, with corresponding PE ratios of 22x, 19x, and 17x [5]