通过养元饮品披露的《对外投资公告》，可以看到长控集团（长江存储科技控股有限公司简称）主营存 储芯片设计与制造，在2023年实现净利润5.31亿元，不过在2024年1-9月亏损8421万元。 当创立31年之久的金字火腿、有着28年历史的六个核桃都不约而同押注"造芯"时，围绕这些传统企业的 跨界质疑一度甚嚣尘上，动辄数亿起烧的真金白银，究竟是在打肿脸充胖子？还是能带给企业新希望？ 食品企业能玩转芯片？ 2025年9月22日晚，金字火腿公告称，全资子公司福建金字半导体拟以自有或自筹资金不超过3亿元取得 中晟微电子（杭州）不超过20%股权。值得一提的是，标的公司上半年营收仅51万元，1-7月的净亏损 达到2037万元。 值得一提的是，金字火腿公告中提及的子全资子公司于今年7月28日成立，注册资本 1亿元人民币，也 就是说到今天满打满算也才3个月左右的时间，据公开资料，福建金字半导体有限公司主营业务包括集 成电路设计、制造及销售等。 也就是说，金字火腿布局半导体看起来并不像一时头脑发热，而是真的想在芯片细分领域分一杯羹的， 那为何要选择一家尚未盈利的芯片企业呢？ 据中晟微电子官网资料显示，中晟微电子拥有全球一流的芯片设 ...

近日，快手超头部主播太原老葛与国民香肠品牌金锣正式开启深度合作。在《全民心动》直播间，开播 不到1分钟在线人数达到10万+。金锣多款经典产品以工厂直供价限量发售，多款单品瞬间售罄，用 "看 得见的品质、算得清的优惠" 践行了 "为百姓寻找底价民生好货" 的承诺，成为普惠电商服务民生的又 一标杆案例。 太原老品每.00 关注 . .. 10万+ × ( @ 1.1/Z ttps://d.common 禁 更多直播 > ● ● . K ·直播预告 每天1 (日時 808皇展剧动 25 a = ur ama 持别关注大同:加油 (23) 0 am 照度的: 牛温牛通牛通牛通牛通牛 /支持支持支持支持支 持支持支持支持支持支持 a 课题中 合格 @ 0 00 舰哥 支持支持支持支持 1158 - 105 P , , ? ? 627: 费 878.8 x14852 官 太 1 -- 2 足行足再坏了包遇 立即抢购 双重严选筑牢品质防线，高性价比产品直击需求 作为深耕下沉市场、拥有 "买好货找老葛" 口碑的主播，太原老葛团队与金锣品牌共同从十余款热销产 品中筛选出覆盖家庭餐桌、户外出行、应急补给等多元场景的核心品类，实现 ...

相关附件 | | 表一：食品监督抽检合格产品信息 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 声明：以下信息仅指本次抽检标称的生产企业相关产品的生产日期/批号和所检项目 | | | | | | | | 序 | 标称生产企业名称 | 标称生产企业地址 | 被抽样单位名称 | 被抽样单 位所在省 | 食品名称 | 规格型号 | 生产日 期/批 分类 | 备 | | 号 | | | | | | | | 注 | | | | | | 份 | | | 号 | | | 1 | / | / | 上海市青浦区华新镇曙 远蔬菜经营部 | 上海 | 胡萝卜 | / | 2025- 08-30 食用农产品 | | | 2 | 江苏亿口佳食品有 | 无锡市滨湖区胡埭镇杜鹃西路3- | 上海市青浦区赞八杂货 | 上海 | 炭烧腰果（分装） （炒货食品及坚果制 | 散装称重 | 2025- 炒货食品及 | | | | 限公司 | 1号 | 店 | | 品） | | 08-19 坚果制品 | | | 3 | 龙口市裕达食品有 | ...

9月29日，甘肃省工商联发布2025甘肃民营企业100强榜单，中核华原钛白股份有限公司、甘肃中瑞铝业有限公司、甘肃忠恒实业投资集团有限公司、甘肃 东方钛业有限公司、靖远高能环境新材料技术有限公司、白银中天新材料有限责任公司、甘肃品高食品有限公司、甘肃新基工程建设有限公司等白银市8 家企业入围。其中，3家企业跻身10强，入围企业数量位居市州第3位。 此次入围的8家企业，作为白银市民营经济的标杆企业，多年来，积极响应市委、市政府号召，聚焦主业，做强实业，企业规模不断壮大，盈利能力持续 增强，为我市民营经济高质量发展注入了强劲动力。 中核华原钛白股份有限公司：作为钛白粉行业的领军型企业，素来享有中国钛白"黄埔军校"的美誉。公司于2007年8月在深圳证券交易所上市，主营产品 钛白粉作为"白色颜料之王"，被广泛应用于涂料、塑料、油墨、造纸等行业。位居榜单第7位。 甘肃中瑞铝业有限公司：铝产业链项目是甘肃省"十二五"规划重点招商引资项目和五个千亿级产业重点企业项目之一。2021年4月由杭州锦江集团全面投 资建设，建成后预计年产值达274.13亿元，将成为全国绿色铝产业标杆企业。位居榜单第8位。 甘肃忠恒实业投资集团有限公 ...

Core Viewpoint - Two food companies, Jinzi Ham and Yangyuan Beverage, are diversifying into the semiconductor industry due to stagnation in their core business growth, seeking new growth opportunities [1][8]. Group 1: Jinzi Ham's Investment - Jinzi Ham announced plans to invest up to 300 million to acquire no more than 20% of Zhongsheng Microelectronics [3]. - Zhongsheng Microelectronics focuses on the development of high-speed optical communication chips and has not yet turned a profit, reporting revenue of 511,100 and a net loss of 20.37 million from January to July this year [3]. - Jinzi Ham has previously attempted cross-industry investments, including acquiring stakes in coal resources and healthcare, but these efforts have had limited success in boosting performance [5][11]. Group 2: Yangyuan Beverage's Investment - Yangyuan Beverage invested 1.6 billion to acquire 0.99% of Changjiang Storage Technology, a company involved in chip design and manufacturing [5]. - The company has also diversified its investments into artificial intelligence and new energy sectors, indicating a broader strategy to mitigate risks from its core beverage business [6]. - Yangyuan Beverage's revenue and net profit have declined significantly, with a 16.19% drop in revenue and a 27.76% drop in net profit in the first half of 2025 [8][10]. Group 3: Industry Challenges - Both companies face challenges in their core markets, with Jinzi Ham reporting a 14.73% decline in revenue and a 25.11% decline in net profit in the first half of 2025 [10][11]. - Yangyuan Beverage's core product, walnut milk, still accounts for 88.7% of its total revenue, highlighting its reliance on a single product line [10]. - The significant differences in technology, talent, and operational models between the food and semiconductor industries raise questions about the potential success of these investments [11].

Core Insights - The core idea of the news is the launch of new products by Shuanghui's high-end light food brand "Jiansong," emphasizing the brand's philosophy of "simplicity, health, and nutrition" through a recent event in Xuchang, Henan [1][4]. Group 1: Product Launch - The new product launch event featured Jiansong salad chicken breast, chicken small breast, and luncheon meat series, highlighting the brand's commitment to healthy eating [1][5]. - The theme of the event was "Pleasing Yourself," showcasing Jiansong's health advocacy of "light wellness and sustainability" [4]. Group 2: Strategic Positioning - Jiansong series represents Shuanghui's new strategy in the "healthy light food" sector, leveraging its own farms producing 300 million chickens annually and utilizing antibiotic-free chicken meat and clean formula technology [3]. - The launch signifies a strategic deepening for Shuanghui in the healthy light food market, reflecting the company's efforts to refine and expand its product lines [4]. Group 3: Future Focus - Shuanghui aims to continue focusing on the meat industry, striving to meet consumer aspirations for a better life by introducing more healthy, safe, nutritious, and delicious products to cater to increasingly diverse consumer needs [4].

Core Viewpoint - The launch of the new product line "Jiansong" by Shuanghui marks a strategic deepening in the health-oriented light food sector, reflecting the company's commitment to expanding its product offerings to meet diverse consumer demands [14]. Group 1: Product Launch and Features - The new product line includes Jiansong salad chicken breast, chicken small breast, and luncheon meat series, emphasizing the brand's philosophy of "simple, healthy, and nutritious" [3][10]. - Jiansong salad chicken breast is made from whole-cut, antibiotic-free chicken breast, utilizing innovative processing techniques to retain moisture and tenderness, available in various flavors such as black pepper, basil, and cinnamon oolong [10]. - The reduced-salt chicken luncheon meat employs a unique emulsification and low-temperature cooking process, maintaining the characteristics of traditional luncheon meat while enhancing flavor [12]. Group 2: Event Highlights and Themes - The launch event was themed "Pleasing Yourself," featuring a water Tai Chi performance that visually represented the brand's health philosophy of "light wellness and sustainability" [6]. - Key stakeholders, including Shuanghui's chairman and vice presidents, participated in the event, discussing consumer trends, brand positioning, product characteristics, and industry development [5][8]. Group 3: Strategic Implications - The introduction of the Jiansong series signifies Shuanghui's strategic focus on the health light food market, leveraging its own production capabilities with an annual output of 300 million chickens to enhance market competitiveness [10]. - The company aims to continuously focus on the meat industry, striving to meet consumer aspirations for a better life by offering more healthy, safe, and delicious products [14].

Core Insights - The 2025 "Charm Ranking" released by the New First-Tier Cities Research Institute shows a reshuffling of 70 third-tier cities, with Zhongshan ranked 3rd, Nanyang 11th, and Shantou 16th, highlighting their competitive advantages in industry, population, and consumption [1][8]. Group 1: Zhongshan - Zhongshan's rise to 3rd place is attributed to its advantageous location as "Shenzhen West," with the Shenzhong Passage expected to open next year, reducing travel time to 20 minutes [3]. - The city has attracted 210 high-end manufacturing projects from Shenzhen, with a total investment exceeding 180 billion yuan, while also modernizing traditional industrial clusters, leading to the highest industrial profit growth rate in the province for two consecutive years [3]. - With housing prices only one-third of Shenzhen's and an increase of 80,000 permanent residents in six months, Zhongshan's commercial appeal has significantly increased [3]. Group 2: Nanyang - Nanyang, ranked 11th, has transformed from a "Central Grain Warehouse" to a "Central Medicine Valley," leveraging its reputation as the hometown of traditional Chinese medicine [5]. - The city has developed three trillion-yuan industrial chains in traditional Chinese medicine, mugwort, and meat products, with a national-level traditional Chinese medicine high-tech zone established [5]. - Nanyang's transportation infrastructure, including the intersection of the Jiaotang and Nanjin high-speed railways, facilitates access to major cities, contributing to a significant influx of labor and a notable increase in the local consumer market [5]. Group 3: Shantou - Shantou, ranked 16th, capitalizes on its dual strengths of being a "Hometown of Overseas Chinese" and a port city [7]. - Over the past decade, Shantou has introduced 460 overseas Chinese-funded projects, and the second phase of the Guoao Port has been put into operation, achieving an annual throughput of over 4 million TEUs [7]. - The city has successfully turned local specialties like Chaoshan cuisine, toys, and underwear into popular live-streaming products, with its express delivery volume ranking in the top 20 nationwide, fostering entrepreneurship among young people [7].

Group 1 - The company, Shuanghui Development, announced on September 25 that it will adopt a steady and prudent development strategy for new businesses such as Chinese cuisine and group meals [2] - The company aims to actively play a demonstrative role to promote the standardized and healthy development of the industry [2]

Core Viewpoint - The investment by Jinzi Ham is a strategic move to acquire up to 20% of Zhongsheng Microelectronics, a company specializing in optical communication chips, amidst the backdrop of declining traditional meat product sales and the need for diversification [1][4]. Group 1: Investment Details - Jinzi Ham's wholly-owned subsidiary plans to invest no more than 300 million yuan in Zhongsheng Microelectronics through a capital increase [1]. - The investment will occur in two rounds, with the first round of 100 million yuan based on a pre-investment valuation of 1 billion to 1.3 billion yuan, indicating a potential appreciation rate of 9710% if calculated at the lower end of the valuation [3]. Group 2: Zhongsheng Microelectronics Overview - Zhongsheng Microelectronics, established in 2019, focuses on the research and design of high-speed optical module core chips, including TIA and Driver chips, which are essential for AI computing centers, 5G/5.5G base stations, and cloud computing data centers [2]. - The company has achieved mass production testing of chips required for 400G/800G optical modules and has completed the R&D design for chips needed for 1.6T and above speed optical modules [2]. Group 3: Financial Performance and Challenges - Zhongsheng Microelectronics reported revenue of only 51.11 thousand yuan from January to July 2025, with a net loss of 20.37 million yuan, highlighting the challenges of high R&D investment and a mismatch in commercialization cycles [3]. - Jinzi Ham's traditional business has been under pressure, with a 14.73% year-on-year decline in revenue to 170 million yuan and a 25.11% drop in net profit to 22.92 million yuan in the first half of 2025 [4]. Group 4: Strategic Implications - The investment is seen as a last-ditch effort for Jinzi Ham to pivot from its declining core business, which has faced challenges from consumer upgrades and previous unsuccessful diversification attempts [4]. - The combination of traditional meat products and semiconductor technology reflects a broader trend of digital transformation in traditional industries and the capital market's enthusiasm for domestic substitution themes [5].