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百亿食玩赛道:拥挤的快车,只剩下站票
3 6 Ke· 2025-12-22 08:06
把IP玩具塞进食品袋里,好吃好玩又好看,这类商品很能吸引小朋友和年轻人尝鲜。也由此诞生了一个百亿市场——食玩。 正所谓"花小钱、买大快乐",IP食玩让诸多厂商搭上情绪价值属性,摆脱了传统零食工厂微利的泥潭,谋得差异化和高增长。 最典型的赛道头部玩家,金添动漫不久前向港交所递交IPO申请。 据其招股书,2024年年营收8.77亿,比2022年增长了近50%;2025年上半年营收达4.44亿元,净利润7004.1万元,毛利率34.7%,净利率15.8%。 论盈利水平,金添甚至超过了不少A股上市零食企业。 其代表性产品"奥特蛋"在下沉市场很吃香:把迷你奥特曼变形玩具塞进巧克力蛋里,零售价五六元,畅销7000万件(在2022年1月1日至2025年6月30日期 间)。 金添动漫也由此被称为"零食圈的泡泡玛特",公司掌握奥特曼、小马宝莉等头部 IP版权合作,并已在研产销全链路上深耕十余年。 不过,赛道上的后晋选手非常多,除了传统食品厂商老玩家,不少IP企业和衍生品、玩具、文具品牌也积极上车。 泡泡玛特也筹谋于"IP+食品",今年3月北京泡泡玛特食品有限公司注册。该业务脱胎于乐园板块,去年底拆分独立团队,并以快闪店形态试水 ...
一份甜蜜的邀请函:七星联盟邀您一起探秘全球标杆工厂!
Di Yi Cai Jing Zi Xun· 2025-08-15 07:50
Group 1 - The event titled "Sweet Factory Tour: Ferrero Hangzhou Factory Study" is scheduled for September 11, 2025, from 9:30 AM to 5:00 PM [3] - The event aims to explore the advanced cleaning management and hygiene design in food production, emphasizing quality and safety [1][4] - Participants will have the opportunity to observe the chocolate production process and learn about high-standard control from raw materials to finished products [1] Group 2 - The agenda includes various presentations from industry experts, covering topics such as improving hygiene design levels, Ferrero's hygiene design practices, and ESG practices at the factory [4] - The event will feature a Q&A session and a closing summary to facilitate interaction and knowledge sharing among participants [4] - The China Food Health Seven Star Alliance, which organizes the event, aims to promote food safety and share best practices within the industry [5] Group 3 - Ferrero has been present in China since the 1990s, with the establishment of its first factory in Hangzhou in 2015 to enhance product freshness and quality for Chinese consumers [6] - The company adheres to a sustainable strategy focusing on environmental protection, responsible sourcing, and community empowerment [6] - Ferrero's products include globally recognized brands such as Ferrero Rocher, Kinder Chocolate, and Nutella, catering to both domestic and international markets [6]
一份甜蜜的邀请函:七星联盟邀您一起探秘全球标杆工厂!
第一财经· 2025-08-15 07:42
Core Viewpoint - The article emphasizes the importance of clean management and sanitary design in food production as the core to ensuring quality and safety, highlighting an upcoming event at Ferrero's Hangzhou factory to explore these practices [3][9]. Event Details - The event titled "Sweet Factory Tour: Ferrero Hangzhou Factory Study" is scheduled for September 11, 2025, at Ferrero's Hangzhou factory [5]. - The agenda includes opening remarks, factory introductions, and several thematic presentations focusing on hygiene design, food safety, and sustainability practices [5][6]. Key Presentations - Presentations will cover topics such as improving hygiene design levels, Ferrero's specific hygiene design practices, and the company's ESG (Environmental, Social, and Governance) practices [6]. - Notable speakers include representatives from EHEDG and Ferrero, who will share insights on food safety and quality management throughout the production chain [6][9]. About Ferrero China - Ferrero entered the Chinese market in the 1990s and established its first factory in Hangzhou in 2015, which not only serves local consumers but also exports to over 20 markets [10]. - The company adheres to a sustainable strategy focusing on environmental protection, responsible sourcing, and community engagement through initiatives like the "Kinder Joy of Moving" program [10].
知名糖巧品牌健达推出全新奶糖“妙兹乐嚼” 全国市场华南首发
Zhong Guo Shi Pin Wang· 2025-08-11 07:32
Group 1 - Ferrero Group's Kinder brand launched a new milk candy "Miaozi Le Jiao" in Guangzhou, marking its entry into the South China market and expanding its product line in the packaged sweets sector [1][11] - China is one of the global debut markets for "Miaozi Le Jiao," reflecting Ferrero's confidence in the Chinese market and its commitment to delivering high-quality products to consumers [1][11] - The Kinder brand, established in 1968, focuses on providing joy and companionship to children and families, with a philosophy of "small deliciousness, full of care" [1][11] Group 2 - "Miaozi Le Jiao" features a chewy outer layer with a rich filling available in milk and cocoa flavors, containing 12%-13% dairy content, and is designed to provide a delightful taste experience [5] - The candy is shaped like a "small milk drop," appealing to children's aesthetics and promoting parent-child interaction [5] - The product adheres to high-quality standards with traceable milk sources and strict quality control throughout the production process [5] Group 3 - Ferrero's China General Manager, Zhang Suyi, emphasized that the launch of "Miaozi Le Jiao" represents the company's commitment to innovation and expanding product boundaries [11] - The company aims to provide consumers with a richer selection and experience in the packaged sweets category, driven by innovation and craftsmanship [11] - Ferrero has been present in China since the 1990s and has established a strong connection with local consumers, launching several well-known brands and products [12]