来源:新华社 新华社北京1月7日电日本媒体7日报道，日本食品"涨价潮"在新年并未平息，2026年全年预计将有约1.5 万种食品涨价。日本媒体称，这将进一步加重日本消费者的生活负担。 日本帝国数据库公司对全国195家主要食品和饮料生产商展开调查，询问其今年价格调整意向。结果显 示，2026年1月至4月，日本将有3593种食品上调价格，平均涨幅为14%，包括冷冻食品、大米制品和方 便面等。5月开始，每月预计将有约1000种食品涨价，全年累计将达约1.5万种。 帝国数据库公司分析，日本食品涨价的主要原因包括原材料价格上涨、物流成本提高、人工成本增加 等。该公司认为，食品涨价将在2026年呈现"常态化"。 日本上一轮食品"涨价潮"发生在2023年。受原材料价格大幅上涨、日元贬值增加进口成本等因素影响， 日本当年有超过3.2万种食品价格上涨，数量为30年来最多。（张旌） ...

【#日本大米制品将涨价#】据新华社，日本媒体7日报道，日本食品"涨价潮"在新年并未平息，2026年 全年预计将有约1.5万种食品涨价。日本媒体称，这将进一步加重日本消费者的生活负担。日本帝国数 据库公司对全国195家主要食品和饮料生产商展开调查，询问其今年价格调整意向。结果显示，2026年1 月至4月，日本将有3593种食品上调价格，平均涨幅为14%，包括冷冻食品、大米制品和方便面等。5月 开始，每月预计将有约1000种食品涨价，全年累计将达约1.5万种。帝国数据库公司分析，日本食品涨 价的主要原因包括原材料价格上涨、物流成本提高、人工成本增加等。该公司认为，食品涨价将在2026 年呈现"常态化"。日本上一轮食品"涨价潮"发生在2023年。受原材料价格大幅上涨、日元贬值增加进口 成本等因素影响，日本当年有超过3.2万种食品价格上涨，数量为30年来最多。（视频内容为2025年12 月报道 视频来源：央视网快看） ...

Financial Data and Key Metrics Changes - The company expects organic net sales growth in the second half of the fiscal year, with positive momentum observed in December [11][12] - Operating profit and margin performance in the first half of the year has been good, with favorable tariff timing and chicken inflation, although there are offsets with beef and pork [21][22] - The company maintains its inflation guidance of 7% for the year, with core inflation above 4% and gross tariff inflation around 3% [42][44] Business Line Data and Key Metrics Changes - The frozen and snacks segments are identified as growth domains, with snacks already showing robust growth and frozen aiming to reclaim market share lost due to previous supply constraints [31][32] - The company is focusing on high-quality promotional activities in the frozen segment, which were limited last year due to supply issues [32][33] Market Data and Key Metrics Changes - The company has seen a return to growth in the frozen and snacks categories, with strong marketing plans in place for the second half of the year [31][33] - The market share in frozen single-serve meals is approaching 53%, indicating a recovery in that segment [32] Company Strategy and Development Direction - The company is implementing Project Catalyst, which focuses on re-engineering core business processes using technology, particularly AI, to improve efficiency and effectiveness [25][26] - The company is committed to margin expansion, particularly in the frozen segment, through productivity improvements and supply chain resiliency investments [52][53] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the volatility in the operating environment and has guided a wider range for EPS to navigate uncertainties [23][83] - The company is optimistic about the second half of the fiscal year, expecting strong underlying trends and promotional activities to drive growth [85] Other Important Information - The company has completed the baked chicken facility, which is expected to enhance production efficiency and margins [100][101] - An impairment charge was taken due to a sustained decline in stock price, which required a reassessment of goodwill and brand values [102][104] Q&A Session Summary Question: Expectations for organic sales growth in fiscal Q3 - Management expects positive organic net sales growth in the second half, with momentum building in December [11][12] Question: Clarification on annual outlook and EPS impact from Ardent - Management believes they can offset the shortfall from Ardent and maintain EPS guidance despite a wider range due to market volatility [22][23] Question: Insights on Project Catalyst and cost savings - Project Catalyst aims to automate core business processes, with expected costs and returns being evaluated as the project progresses [25][26] Question: Consumption trends and growth outlook for fiscal 2027 - Management sees potential for growth in frozen and snacks, with strong marketing plans and market share recovery [31][33] Question: Impact of competitors' price cuts on the company - The company has not rolled back prices to move volume but has maintained pricing to support promotional activities [40][41] Question: Inflation guidance and its implications - The company maintains its inflation guidance of 7% for the year, with expectations for inflation to normalize in the future [42][44] Question: Repatriation of production and margin improvement - The transition to in-house production is underway, with expectations incorporated into the fiscal guidance [100][101] Question: Details on impairment charge - The impairment charge was due to a decline in stock price, necessitating a reassessment of goodwill and brand values [102][104]

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Core Viewpoint - The article discusses the ongoing inflation crisis in the U.S. and its political implications, particularly for former President Trump, who claims that prices are falling despite data indicating otherwise. The article highlights the growing popularity of dollar stores as consumers seek affordable options amid rising living costs [3][4][5]. Inflation and Economic Data - Inflation pressures remain significant in the U.S., with the Consumer Price Index (CPI) rising by 0.3% in September, leading to an annual inflation rate increase from 2.9% to 3%, the highest since January [6][7]. - The average American household is spending an additional $208 per month compared to the previous year due to inflation, and $1,043 more than in early 2021 [7]. - Gasoline prices surged by 4.2% in September, contributing significantly to the overall price increase [6][7]. Political Implications - Inflation has become a focal point in recent local elections, with Democrats winning in states like New York and New Jersey by emphasizing the cost of living issue [4]. - Trump's approval ratings have dropped from over 50% to 42.4%, with voters indicating inflation as their primary concern [4]. Dollar Store Performance - Dollar General reported a 2.5% increase in same-store sales for the third quarter, while Dollar Tree saw a 4.2% increase, indicating strong performance amid economic pressures [11]. - High-income households are increasingly shopping at dollar stores, with 60% of new customers earning over $100,000 annually [11][12]. - Kroger, a major supermarket chain, reported a 2.6% increase in comparable sales, noting differences in spending patterns across income groups [12].

Core Insights - The growth of dollar stores in the U.S. is attracting shoppers from various income levels, indicating a tightening consumer budget [1][2] - Dollar General reported a same-store sales increase of 2.5% for the third quarter, while Dollar Tree reported a 4.2% increase [1] - Dollar Tree's sales are primarily priced at $2 or below, with 85% of sales falling within this range [1] Company Performance - Dollar General's revenue grew by 4.6% to $10.6 billion, with a net profit increase of 44% to $282.7 million [7] - Dollar Tree attracted 3 million new households, with 60% of these coming from families earning over $100,000 annually [1][2] - Both companies have raised their same-store sales growth forecasts for the year, with Dollar General adjusting its expectations from 2.1%-2.6% to 2.5%-2.7% [7] Market Trends - Higher-income households are increasingly shopping at Dollar Tree, while lower-income families are relying on these stores more than ever [2] - Kroger, the largest supermarket chain in the U.S., noted a spending disparity among income groups, with middle-income families feeling more financial pressure [2] - The rising cost of living has become a focal point in recent local elections, impacting consumer behavior and spending patterns [4]

面对购买力紧缩的压力，美国的"一元店"市场正迎来业务蓬勃发展的黄金时机：不仅低收入家庭更加依赖这类零售店，富裕家庭也开始寻找更加实 惠的选择。 当地时间周四，美国最大"一元店"Dollar General发布财报称，上一季度客流量增长2.5%，但单次交易的平均金额保持不变。公司营收增长4.6%至 106亿美元，净利润上涨44%至2.8亿美元。 （Dollar General日线图，来源：TradingView） 这一势头也促使Dollar General将全年同店销售增长预期从此前的2.1%-2.6%上调至2.5%-2.7%。 受到财报影响，截至周四收盘，Dollar General大涨14%，创2024年7月以来新高。 Dollar General首席执行官Todd Vasos周四在电话会议上表示，公司上一季度的销售由"广泛的客户群"推动，并指出随着顾客数量上升，来自高收入 家庭的增长"不成比例地显著"。 Dollar Tree首席执行官Michael Creedon也在周三表示，上一财季公司吸引了300万新家庭客户。其中60%来自年收入超过10万美元的家庭，还有30% 来自年收入在6万至10万美元之间的家 ...

Core Insights - CP Axtra, a subsidiary of Charoen Pokphand Group, is optimistic about the growth potential of the Chinese market and is expanding its operations through local partnerships and supply chain enhancements [1][2] - The company plans to launch an official flagship store on Tmall International by the end of this year to introduce Thai specialty products to the Chinese market [1] - CP Axtra aims to localize production and optimize its supply chain by leveraging domestic production bases and introducing renowned Thai food brands [1] Business Strategy - CP Axtra is focusing on supply chain, branding, and channel development to accelerate its presence in China [1] - The company is establishing a localized operation team and content marketing team to better connect with Chinese consumers [1] - The partnership with Alibaba in digital supply chain collaboration has significantly increased the e-commerce revenue share from 3% to approximately 30% within two to three years [2] Future Outlook - CP Axtra plans to continue leveraging partnerships with Alibaba and others to explore new digital trade pathways between China and Thailand [2] - The company is committed to promoting regional economic integration and sharing growth opportunities through its initiatives [2] - CP Axtra operates leading wholesale and retail brands in 10 countries, indicating a strong regional presence [2]

Core Viewpoint - Yangzhou Zuiyouwei Frozen Food Co., Ltd. has been established with a registered capital of 50,000 RMB, indicating a new player in the frozen food industry [1] Company Summary - The legal representative of the company is Cai Chunming, which may suggest a local leadership presence [1] - The company is engaged in various food-related activities, including the sale of pre-packaged food and online food sales, which aligns with current consumer trends towards convenience [1] - The company also offers delivery services and retail of agricultural products, indicating a diversified business model [1] Industry Summary - The establishment of this company reflects the growing demand for frozen food and online food sales in the market, highlighting a shift in consumer purchasing behavior [1] - The inclusion of food delivery services and agricultural product sales suggests an adaptation to the evolving food distribution landscape [1] - The regulatory framework for food sales is emphasized, indicating that the company will operate within the legal requirements set by relevant authorities [1]

Group 1: Company Updates - Sanjia Jewelry (CKJ) plans to issue 2 million shares at a price range of $4 to $5 per share, aiming to raise between $8 million and $10 million [1] - Zunke (TTEI) intends to issue 1.33 million shares at a price range of $5 to $6 per share, targeting a fundraising range of $6.65 million to $7.98 million [3] - Yifu (BGHL) plans to issue 1.6 million shares at a price range of $4 to $6 per share, with a fundraising target of $6.4 million to $9.6 million [5] - Choyao Capital (VTA) aims to issue 1.8 million shares at a price range of $4 to $5 per share, seeking to raise between $7.2 million and $9 million [6] - Dbim Holdings (DBIM) plans to issue 2 million shares at a price range of $4 to $5 per share, targeting a fundraising range of $8 million to $10 million [7] - EvoNexus (EVON) intends to issue 2 million shares at a price of $4 per share, aiming to raise $8 million [10] Group 2: Financial Performance - Sanjia Jewelry reported revenue of $4.24 million and a net profit of $490,000 for the six months ending March 31, 2025 [3] - Zunke reported revenue of $1.41 million with a net loss of $370,000 for the six months ending February 28, 2025 [5] - Yifu reported revenue of $6.77 million and a net profit of $960,000 for the year 2024 [6] - Choyao Capital reported revenue of $3.52 million and a net profit of $1.1 million for the fiscal year ending June 30, 2025 [7] - Dbim Holdings reported revenue of $5.86 million and a net profit of $1.33 million for the six months ending March 31, 2025 [10] - EvoNexus reported revenue of $11.57 million and a net profit of $930,000 for the fiscal year ending February 28, 2025 [12]