2025 年 NFC 果汁品牌推荐 一、市场背景 1.1 摘要 NFC 果汁即非浓缩还原果汁，由鲜果直接压榨而成，成分仅为 100%水果原汁。中国 NFC 果汁行业发展历经萌芽、震荡后步入成熟阶段，目前行业竞争激烈，消费主力为 城市女性和有孩家庭，具有明显季节性消费特征。尽管饮料市场整体增长缓慢，但受 人口增长、消费观念转变影响，NFC 果汁行业规模仍有较大上升空间。 2025 年 NFC 果汁品牌推荐 NFC 果汁赛道暗战升级，健康饮品市场谁主沉浮？ | 一、市场背景 | | 2 | | --- | --- | --- | | 1.1 摘要 | | 2 | | 1.2 NFC | 果汁定义 | 2 | | 1.3 市场演变 | | 2 | | 二、市场现状 | | 2 | | 2.1 市场规模 | | 2 | | 三、市场竞争 | | 4 | | 3.1 市场评估维度 | | 4 | | 3.2 市场竞争格局 | | 5 | | 3.3 十大品牌推荐 | | 5 | | 四、发展趋势 | | 6 | | 4.1 产品创新驱动市场细分 | | 6 | | 4.2 渠道变革重塑消费场景 | | 6 | | 4. ...

健康风潮年年有，但像羽衣甘蓝这种被吐槽口感"歹毒"，却能火遍全行业的"超级食物"，实属罕见！ 图片来源：新浪微博 两年前，羽衣甘蓝还在国内无人问津。 而现在，消费者一边戏谑地称其为"吃草"，一边又心甘情愿为"超模同款"、"纤体神器"买单； 品牌们更是集体陷入狂欢——从喜茶、奈雪的茶、瑞幸等现制茶咖，到盒马、山姆等零售巨头，再到洽洽、白象、三只松鼠等食品大厂，纷纷押注这 位"绿叶明星"。 被嫌弃"难吃"的羽衣甘蓝，怎么反而越来越火了？这款蔬菜又有何迷人之处，总能吸引消费者"前赴后继"？ 上市一个月，消耗超10万斤，从现制茶到预包装，羽衣甘蓝一火再火？ 回望羽衣甘蓝在中国的走红之路，起点正是2024年夏天，喜茶推出「超级植物茶」羽衣纤体瓶（又称"夺冠纤体瓶"）。 在当时，喜茶主要做了两件事，把羽衣甘蓝成功带入大众视野。 一是破局羽衣甘蓝痛点，解决难吃问题。喜茶将羽衣甘蓝切入中国人相当熟悉的场景——现制茶饮，并将羽衣甘蓝与苹果、柠檬等水果以及经典茶底搭配 来中和苦涩感，将"鲜榨羽衣甘蓝"转化为"喝果汁"的愉悦体验。 二是精准踩点，抓住国人的健康焦虑。当体重管理已经成为中国人的全民课题，喜茶精准抓住"健康焦虑"与"奥 ...

7月4日晚间，已停牌两周的国投中鲁（SH600962，前收盘价13.43元，市值35.21亿元）正式披露其重大 资产重组预案。预案显示，国投中鲁拟收购中国电子工程设计院股份有限公司（以下简称电子院） 100%股份，并募集配套资金。交易完成后，国投中鲁将从一家传统果汁企业向电子工程业务延伸。 电子院与国投中鲁均为国家开发投资集团有限公司（以下简称国投集团）旗下企业，但近两年的业绩走 势大不相同。2023年到2024年，电子院的营收与净利润分别实现28.98%和70.71%的增长，国投中鲁则 连续两年出现归母净利润下滑。 标的公司曾开展上市辅导 国投中鲁公告显示，公司主要从事浓缩果蔬汁业务，为国家农业产业化重点龙头企业之一。作为一家不 折不扣的农产品加工企业，国投中鲁与电子院所处的电子信息产业可以说相距甚远。 两家企业的共同点是均为国投集团的控股子公司。 国投中鲁公告显示，电子院通过为先进电子信息产业制造和智慧城市建设领域用户提供包括产业化咨 询、工艺设计、设备选型与组线、工程设计与建设、产线调试与运营以及数字工厂、智能工厂整体解决 方案来实现收入。 截至2024年底，电子院总资产规模达到143.32亿元，202 ...

Core Viewpoint - Guotou Zhonglu Juice Co., Ltd. plans a major asset restructuring by acquiring the controlling stake of China Electronic Engineering Design Institute from its parent company, Guotou Group, while raising matching funds. This transaction is classified as a significant asset restructuring but will not change the controlling shareholder or actual controller of the company [1][8]. Group 1: Company Overview - Guotou Zhonglu's main business is the production and sale of concentrated fruit and vegetable juices, with concentrated apple juice accounting for over 75% of its products. More than 80% of its products are exported, primarily to markets in the US, Japan, Europe, Australia, Canada, and Russia [5]. - The China Electronic Engineering Design Institute, established in 1953, focuses on electronic information industry and smart city sectors, providing a range of engineering technical services and solutions [4]. Group 2: Financial Performance - Guotou Zhonglu has faced weak profitability, with significant borrowing to maintain operations. Revenue from 2020 to 2024 was 1.148 billion, 1.450 billion, 1.727 billion, 1.487 billion, and 1.987 billion respectively, while net profits were -121 million, -8 million, 10 million, 6.7 million, and 3.8 million respectively [9]. - Despite overall revenue growth, net profit has not followed the same trend, with a 49.75% decrease in net profit in 2024 compared to the previous year, attributed to declining product prices and increased costs [10]. Group 3: Strategic Implications - The acquisition represents a cross-industry move for Guotou Zhonglu, potentially allowing it to enter the semiconductor industry and improve asset quality and profitability [6][8]. - This is the first major acquisition attempt by Guotou Zhonglu in nearly a decade, with the last significant restructuring attempt dating back to 2014, which ultimately failed [10].

Core Viewpoint - Guotou Zhonglu plans to issue shares to acquire controlling stake in China Electronic Engineering Design Institute, marking a strategic shift into the engineering design sector [1][4]. Group 1: Major Asset Restructuring - Guotou Zhonglu announced a major asset restructuring plan involving the issuance of shares to acquire equity in the target company, with specific details to be finalized in a formal agreement [4]. - The transaction is expected to be classified as a major asset restructuring and related party transaction, but it will not change the company's controlling shareholder or actual controller [4]. Group 2: Financial Performance - In 2024, Guotou Zhonglu reported a revenue of 1.987 billion yuan, a year-on-year increase of 33.65%, but a net profit of 29.25 million yuan, a decline of 49.75% [5]. - In Q1 2025, the company saw a significant rebound with revenue of 573 million yuan, up 58.03%, and a net profit of 27.01 million yuan, an increase of 217.54% [5]. Group 3: Company Background - Guotou Zhonglu, controlled by Guotou Group, was listed on the Shanghai Stock Exchange in 2004 and is the first state-owned enterprise in the concentrated apple juice industry to be listed on the domestic main board [7]. - The company primarily produces and sells concentrated fruit and vegetable juices, with concentrated apple juice accounting for over 75% of its total product volume [7].

【导读】国投中鲁拟发行股份收购电子院控股权，或跨界进军工程设计领域 见习记者 杨晨 6 月 23 日晚间，以果汁生产为主业的国投中鲁（证券代码： 600962 ）披露停牌公告，宣 布正在筹划重大资产重组事项。 公告称，国投中鲁近日收到控股股东国家开发投资集团有限公司（以下简称国投集团）的通 知，拟筹划与公司有关的重大资产重组事项。公司拟向国投集团等相关方发行股份购买中国 电子工程设计院股份有限公司（以下简称电子院）控股权，同时，向不超过 35 名符合条件的 特定对象发行股份募集配套资金。 根据相关规定，国投中鲁于 6 月 24 日开市起继续停牌，预计合计停牌时间不超过 10 个交 易日。此前，据上交所网站消息，国投中鲁于 6 月 23 日起停牌，停牌原因为重要事项未公 告。 构成重大资产重组 6 月 22 日，国投中鲁与国投集团签署《发行股份购买资产框架协议》，约定公司通过发行股 份的方式购买标的公司若干股权，具体交易对方及标的资产的具体范围、对价支付方式等由 交易各方另行签署正式协议予以约定。 经初步测算，预计本次交易构成 重大资产重组 ，构成关联交易；但不会导致公司控股股东、 实际控制人发生变更，亦不构成 ...

Group 1 - The major change in "Guotou System" involves Guotou Zhonglu Juice Co., Ltd. planning to issue shares to acquire controlling interest in China Electronic Engineering Design Institute Co., Ltd. and raise matching funds from up to 35 qualified investors [1] - The transaction is expected to constitute a significant asset restructuring but will not lead to a change in the controlling shareholder or actual controller, nor will it constitute a restructuring listing [1] - Guotou Zhonglu's main business remains unchanged, focusing on the production and sales of concentrated fruit and vegetable juices, with concentrated apple juice as the leading product [1] Group 2 - In Q1 2025, Guotou Zhonglu achieved revenue of 573 million yuan and a net profit attributable to shareholders of 27.01 million yuan [1] - The company has a strong export presence in concentrated apple juice, ranking among the top globally, with a stable customer base including well-known beverage and food companies [1] - Recent management changes include the appointment of Wang Wei as a non-independent director and the resignation of Chen Hao as general manager, with a total of 7 executive changes in the past year [2] Group 3 - The Electronic Engineering Design Institute focuses on the electronic information industry and smart city sectors, possessing leading core technology advantages in electronic engineering [3] - The institute has advanced capabilities in engineering construction, digital twin technology, and overall solutions for the industrial internet, as well as intelligent building design and operation in the smart city domain [3]

Group 1 - The core point of the article is that Guotou Zhonglu Juice Co., Ltd. plans to acquire a controlling stake in China Electronic Engineering Design Institute through a share issuance, marking a significant asset restructuring and an attempt to diversify its business beyond traditional juice production [1][2] - The acquisition is expected to create synergies in business, resources, and technology between Guotou Zhonglu and the Electronic Institute, potentially enhancing production efficiency and product quality in juice manufacturing [3][4] - The move is seen as a strategic initiative to reduce reliance on a single agricultural business and inject technological attributes into Guotou Zhonglu's operations, reflecting a broader trend of traditional manufacturing companies seeking transformation through mergers and acquisitions [3][4] Group 2 - Guotou Zhonglu's main business remains the production and sale of concentrated fruit and vegetable juices, with concentrated apple juice as its leading product, primarily focused on exports [2] - The Electronic Institute specializes in electronic engineering and smart city solutions, possessing advanced capabilities in engineering construction and digital twin technology, which could benefit Guotou Zhonglu's operational efficiency [2][4] - Successful integration of the two companies could lead to a unique competitive advantage characterized by state-owned background, listed company capital, and core electronic engineering technology, potentially reshaping the competitive landscape of the electronic design industry [3][4]

国投中鲁果汁股份有限公司 国投中鲁果汁股份有限公司 章程 （2025 年 6 月） - 2 - 第一章 总 则 第一条 为维护国投中鲁果汁股份有限公司（以下简称公司、本 公司）、股东、职工和债权人的合法权益，规范公司的组织和行为， 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华 人民共和国证券法》（以下简称《证券法》）、《上市公司章程指 引》《国有企业公司章程制定管理办法》和其他有关规定，结合公 司实际，制定本章程。 第二条 公司系依照《公司法》《证券法》和其他有关规定成立 的股份有限公司。 公司于2001年2月6日经国家经济贸易委员会（国经贸企改 2001106号）批准，在原山东中鲁果汁有限公司的基础上，按《公 司法》的规定，以整体变更方式设立；公司目前在北京市丰台区市 场监督管理局注册登记，取得营业执照，统一社会信用代码 - 3 - 第八条 董事长为公司的法定代表人。董事长辞任的，视为同时 辞去法定代表人。法定代表人辞任的，公司将在法定代表人辞任之 日起30日内确定新的法定代表人。 第九条 法定代表人以公司名义从事的民事活动，其法律后果由 公司承受。 本章程或者股东会对法定代表人职权的限制，不 ...

据了解，一颗大™是凯盛浩丰农业集团有限公司于2022年创立的高端水果番茄品牌，致力于为消费者提供高标 准、高品质、放一万个心的"高素质"产品体验及服务。凭借卓越的产品及市场表现，一颗大™已获权威机构沙利 文认证，成为樱桃番茄及100% NFC番茄汁"全国销量第一"的品牌。 此次推出的100%NFC黄番茄汁，延续了一颗大™在蔬果汁领域的"0添加"基因，配料只有黄番茄、不加一滴水， 深度聚焦注重健康、品质的消费人群。一颗大™产品研发负责人表示，为了确保满足消费者的健康需求，在 100%NFC黄番茄汁生产过程中，坚持0添加，实现了0蔗糖、0脂肪、0钠、0香精、0添加人工色素、0防腐剂，1瓶 热量仅约75Kcal，热量小于1个苹果，老少孕幼均可放心喝。 值得一提的是，一颗大™100%NFC黄番茄汁中使用的黄樱桃番茄，均产自其自有智慧玻璃温室，不仅0转基因、0 人工激素、0重金属的安全特性，且自然带种、多籽多汁、番茄味浓。在今年FBIF食品创新展上，一颗大™对该 产品进行了试饮评测活动，不少消费者给到了"喝起来酸甜适中、口感清爽、带有蜂蜜香味"的正向评价；不少参 与评测的采购商也表示100%NFC黄番茄汁"很独特新颖， ...