宝立食品 20250928 摘要 西式快餐市场持续扩张，门店数量突破 30 万家，复合调味料市场规模 预计 2024 年达 260 亿元，保利食品通过客户拓展和新品开发，积极布 局 B 端业务，实现稳健增长。 保利食品通过收购空客意面，进军规模达 7,000 亿元的方便速食市场， 并推出冲泡意面等新品，预计冲泡意面 2025 年贡献近亿元收入，C 端 业务增长潜力巨大。 保利食品定位为创新型食品解决方案服务商，B 端与百胜中国、麦当劳 等合作，C 端通过空客品牌拓展市场，实现 B 端与 C 端并驾齐驱的发展 模式。 西式快餐连锁化率提升，头部企业如华莱士、肯德基等加速扩张，达美 乐、麦当劳、必胜客等均有明确的门店扩张计划，为复合调味料市场带 来增长动力。 餐饮行业连锁化率持续提升，行业洗牌加剧，头部品牌开放加盟模式， 西式快餐凭借规模化和标准化优势，市场集中度有望进一步提高。 预计冲泡意面将在 2025 年贡献近亿元收入。 保利食品在业务发展中的具体策略是什么？ Q&A 保利食品在 B 端和 C 端市场的表现如何？ 保利食品在 B 端和 C 端市场均表现出色。B 端方面，公司主要从事复合调味料 的定制业务，供 ...

Group 1: Market Overview - The overall market showed a mixed performance with the Wind All A Index rising by 0.52% to 6241.68 points, while the Shanghai Composite Index increased by 0.22% to 3828.58 points. The STAR 50 Index led the gains with a rise of 3.38% to 1408.64 points [7][10] - In terms of market segments, the electronic, computer, and non-ferrous metals sectors performed well, while retail, beauty care, and social services lagged behind [8][10] - The trading volume decreased by approximately 2069.5 billion yuan compared to the previous trading day, indicating a cautious market sentiment [7][10] Group 2: Economic Insights - The People's Bank of China maintained the Loan Prime Rate (LPR) at 3.0% for the one-year term and 3.5% for the five-year term as of September 22, 2025 [16] - The central bank restarted the 14-day reverse repurchase operations, injecting 3000 billion yuan into the market, marking the first such operation in nearly eight months [18][17] Group 3: Industry Dynamics - The Guangdong "136 Document" was released, setting the electricity price for existing projects at 0.453 yuan per kilowatt-hour [27][29] - The steel industry is projected to achieve an average annual growth target of around 4% over the next two years, focusing on stabilizing growth and preventing internal competition [26] Group 4: Company Updates - Baoli Food (603170.SH) is actively expanding new channels and has launched innovative products such as instant pasta and frozen sausages to diversify its offerings [30] - Tianjin Pharmaceutical (600535.SH) received approval for a new indication for its recombinant human urokinase injection, which is now approved for use in acute ischemic stroke treatment [33] - Zhongju High-tech (600872.SH) is enhancing its market penetration and has signed a celebrity endorsement deal to attract younger consumers [34]

这是新消费智库第 2 6 1 9 期文章 2. 水獭吨吨官宣上新春季限定冻干龙井茶 近日，水獭吨吨官宣上新春季限定冻干龙井茶，新品选用杭州龙井茶，采用鲜萃冻干 5.0 技术，低温冻住茶色香味， 0 糖 0 脂 0 卡，最大 程度保留茶叶原本味道，支持热泡冷泡。 （ TOPBRAND ） 3. 空刻冲泡意面口味上新 近日，空刻官宣其冲泡意面系列上新四种新口味。 上新的口味分别是：经典番茄肉酱、黑椒菌菇鸡肉、辣火鸡风味和金枪鱼柠香风味，该款 冲泡意面采用了 2 分钟免煮新技术，冲泡即可食用。 （ FBIF 食品饮料创新） 新消费导读 1.水獭吨吨官宣上新春季限定冻干龙井茶 2.空刻冲泡意面口味上新 3.达美乐中国今年Q1新开门店97家 4.三只羊上线小杨臻选APP 5.雀巢咖啡即饮系列官宣代言人虞书欣 6.凯乐石FUGA新门店或将落户上海新天地 7.王老吉将进入马来西亚市场 8.美国烧酒品牌Hello Soju完成680万美元融资 9.椰子水品牌if拟赴香港上市 10.杭州团家完成3000万元A轮融资 11.LYS美妆完成A轮融资 12.资生堂集团推出首个高端医美品牌 13.橘朵推出首个高性能彩妆副牌 . . . ...