(2025 年内蒙古辖区上市公司投资者网上集体接待日) 证券代码： 300239 证券简称：东宝生物 债券代码： 123214 债券简称：东宝转债 包头东宝生物技术股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动类 | □分析师会议 □特定对象调研 | | --- | --- | | 别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称及人 | 参与 年内蒙古辖区上市公司投资者网上集体接待日活动的投资者 2025 | | 员姓名 | | | 时间 | 年 月 2025 7 11 日(周五)16:00—18:00 | | 地点 | 网络远程方式(全景网"投资者关系互动平台"，https://ir.p5w.net) | | 上市公司接待人员 | 董事、总经理刘芳先生 | | 姓名 | 财务总监郝海青先生 | | | 副总经理、董事会秘书单华夷女士 | | | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采用网络 | | | 远程的方式参与 2025 年内蒙古辖区上市公司 ...

Core Insights - AW Supermarket has opened in Beijing, replacing Hualian Supermarket, with a focus on organic products making up 25% of its offerings and a delivery service covering a 3-5 km radius [1][3] Group 1: Market Positioning - AW Supermarket aims to capture the retail market in Beijing, competing directly with nearby stores like Caixian Guomei and Hema Fresh [1][5] - The supermarket emphasizes personalized and customized services, integrating local flavors into its food offerings [3][6] Group 2: Product Strategy - The product range includes low-sugar, low-fat, and organic items, with clear nutritional labeling, and a focus on freshly prepared meals [3][5] - AW Supermarket plans to introduce smart shelves, self-checkout, and virtual tasting experiences to enhance shopping convenience [3][6] Group 3: Competitive Landscape - The competitive pressure comes from established supermarkets in the vicinity, including Jingkelong, Yonghui, and various Hema formats, which already have consumer loyalty [5][6] - AW Supermarket's delivery area overlaps significantly with competitors like Sam's Club and Meituan's Xiaoxiang Supermarket, making differentiation crucial [5][6] Group 4: Consumer Behavior - Consumers in Beijing are increasingly demanding high-quality, diverse products and are willing to pay for simplicity in ingredient lists, indicating a shift towards refined and differentiated offerings [5][6] - To succeed, AW Supermarket must enhance the in-store shopping experience, providing unique products and a compelling environment to encourage impulse purchases [6]

中国连锁经营协会在2025年发布的《炸鸡行业发展白皮书》显示，国内炸鸡市场规模已从2020年的2600亿元跃升至2024年的4700亿元，年均复 合增长率达16%。 但繁荣的背后却隐藏着令人隐忧的问题——产品的"口味撞脸"成为超60%的炸鸡加盟品牌销量下滑的直接原因。其中，香辣、原味、蜜汁这三 大基础口味占据了菜单65%的SKU，导致单店客流流失，2024年同比降幅达15%。艾媒咨询的消费者调研指出，72.3%的受访者明确表示"长期 吃不到新口味"是减少复购的主因，口味创新成为破局关键。 新一代消费者的口味偏好正经历结构性变革。QuestMobile数据显示，25-35岁核心消费群体中，68.7%每周主动搜索新口味美食，其中"麻辣藤 椒"和"芝士榴莲"等跨界风味的百度指数年增幅达210%，这反映出年轻群体对猎奇口味的强烈需求。 此外，健康意识崛起重塑市场格局：美团餐饮数据平台显示，2024年"低脂炸鸡"订单量同比增长312%，采用空气炸技术的门店，客单价较传 统油炸模式高出22.6%，证明了健康化创新能够有效提升溢价空间。地域风味的本土化改造也成效颇为显著。例如某鸡排品牌推出的川渝藤椒 味以及德克士的广式蜜汁 ...

Group 1 - The "Ningxia Excellent Products National Tour" has achieved over 8 million yuan in on-site transaction volume and approximately 1.128 billion yuan in signed intention orders since its launch in 2019 [1] - Ningxia has organized over 1,720 enterprises to participate in key domestic exhibitions, showcasing industries such as new materials, equipment manufacturing, wine, and goji berries [1] - The participation in exhibitions has led to significant sales growth, with companies like Siji Xian Group and Xiajin Dairy reporting a 30% increase in order volume and a 25% increase in sales in southern markets, respectively [1] Group 2 - The Ningxia Business Department emphasizes that these events serve as a platform for showcasing industrial development and promoting economic cooperation [2] - The region's specialty products, including lamb skewers, have received positive feedback at various exhibitions, enhancing their competitiveness [2] - Ningxia plans to continue the "Ningxia Excellent Products National Tour" to help more enterprises expand into broader markets [2]

Group 1: Importance of Weight Management for Entrepreneurs - Successful weight management by entrepreneurs like Elon Musk and Lei Jun enhances their professional image and becomes a key part of their company's IP strategy [1][5] - Lei Jun's weight loss journey is closely linked to Xiaomi's high-end branding strategy, showcasing the importance of personal image management for corporate identity [5][6] - The positive impact of Lei Jun's weight management includes improved brand image, increased consumer trust, and enhanced team motivation [6][8] Group 2: Weight Discrimination and Its Effects - Weight discrimination is a significant issue, with 50.7% of adults in China being overweight or obese, leading to mental health risks and workplace challenges [10][13] - Studies indicate that overweight individuals face a 40% increase in depression risk and experience significant workplace discrimination, affecting their performance and career advancement [10][13] - The stigma associated with obesity can lead to decreased productivity and increased healthcare costs for companies [10][13] Group 3: Opportunities in the Health Industry - The "Weight Management Year" initiative by the National Health Commission is expected to drive innovation in the health industry, creating opportunities in health food, fitness technology, and medical services [15][16] - There is a growing demand for low-sugar, low-fat, and high-protein products, as well as personalized nutrition services, which are anticipated to thrive under this policy [16][18] - The fitness industry is likely to see growth in smart home fitness equipment and online weight loss programs, while the restaurant sector may shift towards healthier options [18][19] Group 4: Challenges and Strategic Recommendations - Companies should be aware of the tightening regulations regarding weight loss products and the risks of market saturation in health-related services [19] - Cross-industry collaborations, such as partnerships between food brands and medical institutions, are recommended to leverage the policy benefits and enhance service offerings [19]

Core Viewpoint - Haitai Weiye has officially launched its global public offering on June 11, 2023, with a record high in cornerstone investor subscriptions, indicating strong market interest and confidence in the company [1] Company Summary - The IPO is set to list on the Hong Kong Stock Exchange on June 19, 2023, with a maximum offer price of HKD 36.3 per share, approximately RMB 33.3 per share, reflecting a discount of less than 25% [1] - The company plans to issue 263 million H-shares, with 247 million shares allocated for international offerings, accounting for 94% of the total, and cornerstone investors subscribing to 129 million shares, nearly 50% of the total [1] - Notable cornerstone investors include Hillhouse Capital and Singapore's GIC, with total subscriptions nearing HKD 4.7 billion, marking it as the third-largest cornerstone subscription for a Hong Kong IPO in 2023 [1] - Haitai Weiye, listed on A-shares in 2014, has seen revenue growth from RMB 9.8 billion to RMB 26.9 billion, a 174% increase [1] - The company leads the Chinese seasoning industry with a 4.8% market share in 2024, holding the top global sales for soy sauce and oyster sauce [1] - Haitai Weiye offers a comprehensive product matrix with over 1,400 SKUs, including seven products with annual sales exceeding RMB 1 billion [1] - The company is capitalizing on health trends with its organic and low-sugar/low-fat/low-salt product lines becoming star products [1] - Research and development investment is projected to reach RMB 840 million in 2024, with a cumulative investment exceeding RMB 3.8 billion over the past five years [1] - In early 2025, Haitai Weiye is expected to be recognized as the world's first "lighthouse factory" for soy sauce production [1] Industry Summary - Analysts view the IPO as a high-quality consumer sector offering in the Hong Kong market for 2023, highlighting strong competitive barriers and favorable financial performance [1] - The industry is undergoing transformation, presenting opportunities for growth within a "large industry, small leaders" framework, which provides ample growth space for companies like Haitai Weiye [1] - Experts indicate that the essential nature of the products combined with dual benefits positions Haitai Weiye to expand its market share and create long-term value for investors [1]

特此通告。 达州市市场监督管理局 2025年6月3日 达州市市场监督管理局关于2025年食品安全监督抽检情况通告（2025年第12号） 根据《达州市市场监督管理局关于印发2025年全市市场监管系统食品安全监督抽检计划的通知》（达市监发〔2025〕5号）文件要求，达州市市场监管局于 2025年5月组织开展了达州市省级食品安全常规监督抽检暨校园食堂内普通食品抽检。 本次专项集中抽检了通川区、达川区、开江县、宣汉县、渠县等县（市、区）的中小学校园食堂，样品选取以食用农产品、粮食加工品、食用油、油脂及其 制品等大宗消费食品为主，同时抽检少部分薯类和膨化食品、乳制品、饮料、糕点等热销食品，共计98批次，尚未发现不合格食品。 | | | 2025年达州市省级食品（校园普通食品）抽检合格信息统计表（2025年第12号） | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （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 | 标识生产企业 | ...

今天分享的是：千瓜数据：2025年「生命力」种草数据洞察报告（小红书平台） 报告共计：22页 《2025年「生命力」种草数据洞察报告（小红书平台）》核心内容总结 本报告由千瓜数据发布，聚焦小红书平台，围绕服饰、美护、运动、食养、旅行等领域，基于2024年7月1日至2025年3月31日的数据，对"生命力"相关种草 趋势展开分析。 报告数据来源于千瓜数据，涵盖平台在库达人数据抽样及"生命力"相关笔记、话题预估数据，且为保障隐私及数据安全，数据均经过脱敏及指数化处理。 报告强调"生命力"作为2025年的核心种草趋势，体现了消费者对自然、健康、可持续生活方式的追求。在服饰领域，舒适与功能性兼具的运动休闲装、环保 材质的衣物受到关注；美护领域，天然成分、精简护肤以及具有抗衰功效的产品成为热门；运动方面，轻量化运动装备、户外露营相关运动器材的种草热度 攀升；食养领域，低糖低脂食品、传统养生食材的现代化加工产品备受青睐；旅行领域，小众旅行地、沉浸式体验的旅行方式以及环保旅行装备的分享成为 趋势。 报告指出，小红书作为重要的种草平台，用户通过分享真实体验和生活方式，形成了独特的社区氛围。品牌可借助平台达人资源，结合用户需求和 ...

作为饮食的创新路径，"中药＋食品"大有可为。今年3月发布的《国务院办公厅关于提升中药质量促进 中医药产业高质量发展的意见》提出，要"以'中药+'促进产业延链发展，丰富保健食品、食药物质等产 品高质量供给"，这为中医药与食品产业结合提供了广阔空间。在江苏，我们既有孟河医派这样的非 遗，又坐拥茅山、云台山脉等中药材产地，还兼具发达的食品加工业和科研实力，完全有条件将历史传 承转化为产业优势，通过现代食品产业惠及更多人。 当然，在推动"中药+食品"发展的过程中，也要防止跟风炒作。不论是医院还是商家，都不能为蹭热 度，随便在食品里加中药材，更不能夸大宣传，说某种食品能治百病。"中药+食品"需要专业团队来研 发把关，根据中医药理论，合理搭配药材和食材，确保安全、科学。相关部门也应制定行业标准，规范 生产过程，让消费者买得放心。只有餐饮链条上的各个主体都坚守科学底线，加强社会责任意识，才能 让健康饮食真正走进老百姓的生活。 餐饮商家为追求食品口感，制作时常用高油高糖高盐提味，满足了消费者的舌尖，却忽略了消费者的健 康。就拿今年新晋的网红产品"黄油年糕"来说，吃小小一块就能摄入150—180千卡热量，比半碗米饭还 要高。如 ...

Core Insights - Aojinqi has been awarded the titles of "National Sales Champion of Meat Strips" and "Top Brand of Meat Strips in China" by iiMedia Research, a leading third-party data mining and analysis agency in the new economy sector [1][5]. Group 1: Market Position and Recognition - Aojinqi's recognition is based on rigorous research and statistical confirmation of the meat strip market in China, utilizing iiMedia Research's CMDAS big data system [5]. - iiMedia Research operates a global real-time data network covering over 135 countries and regions, monitoring more than 3,000 core business indicators [5]. Group 2: Product Innovation and Quality - Aojinqi's success in the competitive meat snack market is attributed to its commitment to quality and innovation, particularly with its flagship product, the "Big Strip Meat Strip," which contains 80% meat and offers a unique texture [6]. - The product is available in various flavors and packaging sizes to cater to diverse consumer preferences and occasions [6]. Group 3: Brand Development and Market Strategy - Aojinqi has expanded its product range and brand presence since its establishment in 2014, producing over 10,000 tons of products daily and achieving significant market penetration across various regions in China [12][13]. - The company has established a robust distribution network with over a thousand signed distributors and partnerships with major retail chains and e-commerce platforms [13]. Group 4: Future Outlook - Aojinqi aims to continue its innovative approach and consumer demand exploration to launch more high-quality products, solidifying its leading position in the leisure meat product market [14].