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新天力科技即将登陆北交所,食品包装龙头开启资本新篇章
Cai Fu Zai Xian· 2025-09-29 06:24
凭借出色的表现,新天力荣获了国家高新技术企业称号、浙江省著名商标、浙江省级绿色低碳工厂、浙 江省"专精特新"企业等多项荣誉。这些荣誉不仅是对新天力过去成绩的肯定,更是对其未来发展的激励 和期待。 在品质管控方面,新天力深知食品安全的重要性,因此将品质管控视为企业发展的生命线。 公司从源头控制、过程严控、出货保证及微生物控制四大模块入手,构建了全方位、多层次的质量预防 及控制体系。产品定期通过质量监督部门的检测,确保符合国家食品卫生标准,为消费者提供安全可靠 的食品包装解决方案。 2025年9月30日,食品包装行业的领军企业——新天力科技股份有限公司(以下简称"新天力")将迎来其 发展历程中的重要里程碑,正式在北京证券交易所(北交所)上会接受IPO审核。此次上会不仅标志着新 天力在资本市场迈出了坚实的一步,也预示着这家深耕食品包装领域多年的企业将迎来更加广阔的发展 空间。 在创新研发方面,新天力同样不遗余力。公司创建了行业领先的微生物实验室,引进了多台高精度检测 仪器,组建了由经验丰富的专业人员组成的研发团队。通过持续的技术创新和产品研发,新天力能够为 客户提供一体化的创新包装解决方案,包括创新头脑风暴、市场洞 ...
逼送错吸管店员唱歌,不是“放人一马”而是不尊重人
Nan Fang Du Shi Bao· 2025-09-18 23:55
近日,沈阳一家蜜雪冰城店员因送错吸管,被顾客要求唱"蜜雪冰城甜蜜蜜"的门店主题曲,该顾客还将 和门店的聊天记录发布至社交平台。聊天记录显示,顾客要求犯错的员工唱蜜雪冰城的主题曲不少于40 秒,还强调员工应当遵从企业文化。 有网友认为不该这样为难人家,也有网友说,这是给店员一个"台阶"。在后者看来,错送一根吸管虽是 服务不到位,可相比于更严厉的维权、投诉,唱首歌就能"小事化了",不是为难而是"放人一马"。 目前,网络上能看到不少顾客分享类似经历,有的是顾客要求的,也有的是店家主动"合唱"以寻求顾客 谅解。网友分享出来,大概也是基于两类心理,一类可能是认为自己包容大度,另一类是认为这种道歉 方式"挺有趣"。对于这样的现象,最初公众的评价多是比较宽容的,但直到有店员被强制唱歌道歉,还 疑似带着哭腔,才有人渐渐意识到,消费者固然要维护自身权益,但也要尊重劳动者。 归根结底,所谓"有趣",很难说不是借着店员的工作失误,把"要挟"处于弱势的劳动者当作消遣,而要 求唱歌道歉和"放人一马"更是两回事。对于送错吸管这样的服务瑕疵,不外乎是补送吸管、进行赔偿、 赔礼道歉。若说真的大度宽容、将心比心,接受店家的道歉也就可以了。以这 ...
恒鑫生活半年报解读:从茶饮赛道到全球化布局
Guo Ji Jin Rong Bao· 2025-08-29 09:03
Core Viewpoint - Hengxin Life Technology Co., Ltd. has reported its first semi-annual results since its listing, showcasing significant revenue and profit growth despite a competitive environment in the food delivery industry and ongoing environmental policies [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 871 million yuan, a year-on-year increase of 18.81%, and a net profit of 125 million yuan, up 19.70% [1][2]. - The net profit growth rate exceeded that of revenue, indicating improved profitability quality. The gross margin remained high at 24.84%, with a return on equity (ROE) of 8.08% and strong operating cash flow [2]. - Revenue from biodegradable food containers reached 431 million yuan, accounting for 50% of total revenue, with a gross margin of 29.11%, significantly higher than the 19.14% for non-biodegradable products [2]. R&D Investment - The company increased its R&D expenditure to 28.435 million yuan in the first half of 2025, a 14.6% year-on-year increase, representing 3.3% of revenue [2]. - R&D investments have grown from 32.15 million yuan in 2021 to 53.37 million yuan in 2024, ensuring the company maintains a competitive edge in environmental materials and processes [2]. Domestic Demand Growth - Domestic sales revenue reached 573 million yuan, a 30.54% increase year-on-year, accounting for 65.8% of total revenue, while export revenue grew by only 1.31% [3]. - The expansion of major clients like Luckin Coffee, which grew from 6,000 stores in 2021 to 26,206 by mid-2025, has significantly contributed to Hengxin Life's revenue, with this client accounting for 16.49% of sales in the first half of 2025 [3]. Capacity Expansion and Internationalization - The company’s Thai subsidiary began production in April 2025, marking a significant step in its overseas expansion, catering to Southeast Asian markets and providing a foothold for entry into Europe and the U.S. [4]. - The investment progress for the "annual production of 30,000 tons of compostable green environmental biological products" project has reached 94.16% completion as of June 2025 [4]. - The expansion of production capacity is expected to enhance cost optimization and bargaining power, positioning the company favorably in the competitive landscape of the eco-friendly food container industry [4]. Industry Trends - The semi-annual report reflects broader industry trends, with domestic "plastic bans" driving demand for biodegradable products in various sectors, while tightening international environmental standards elevate green food containers from an option to a necessity [5]. - Despite intense competition, Hengxin Life has established a differentiated advantage through comprehensive product coverage, strong client relationships, and international expansion [6].
河源224个项目集中签约动工竣工投产
Group 1 - A total of 224 projects were signed, started, completed, and put into production in Heyuan, covering high-end equipment, food and beverage, electronic information, and modern service industries, with a total planned investment of 403 billion yuan [1] - New projects signed include 72 with a total investment of 158 billion yuan, while 79 projects started with an investment of 113 billion yuan, and 73 projects completed with a total investment of 132 billion yuan [1] - New projects are expected to generate an annual output value of 183 billion yuan and an annual tax revenue of 6.6 billion yuan [1] Group 2 - Heyuan National High-tech Zone is a key driver of economic growth and industrial development, leading the city in project signing, commencement, completion, and investment amounts [2] - Since April, 14 industrial projects have been signed in the high-tech zone with a total investment of 43.75 billion yuan, including one project over 10 billion yuan and two over 5 billion yuan [2] - The project by China Shipbuilding Power (Nanjing) Technology Co., Ltd. has an investment of approximately 6 billion yuan and is expected to achieve an annual output value of 10 billion yuan and tax revenue exceeding 30 million yuan [2] Group 3 - The adjustment of the event location to county and district levels reflects Heyuan's incentive for grassroots industrial development [3] - From January to July, the industrial added value in the source district reached 44.87 billion yuan, growing by 14.4%, ranking first in the city for four consecutive months [3] - The company YINENGZHE (Heyuan) Electronic Technology Co., Ltd. aims to invest 10% of its revenue in technology research over the next three years to overcome technical bottlenecks in domestic computer and AI server production [3] Group 4 - Since the launch of the industrial construction "campaign," Heyuan has focused on optimizing platforms, attracting investment, project construction, enterprise cultivation, and service enhancement [4] - In the first half of the year, Heyuan's packaged drinking water manufacturing industry revenue ranked first in the country, with a 5.7% year-on-year growth in industrial added value from January to July, ranking fourth in the province [4] - The water beverage and food industry achieved a rapid growth rate of 49.6%, and future actions will focus on improving the business environment, financial support, trade networks, digital empowerment, and park services [4]
CEO锦囊·出海季|出海浪潮下,厂二代如何接班?
3 6 Ke· 2025-07-09 08:09
Group 1 - The article discusses the transition of 6 million factories in China, focusing on the new generation of factory successors, referred to as "factory second generation," and their ability to adapt to changing global manufacturing demands [1][4] - The conversation highlights the blurred lines between work and personal life for the factory second generation, emphasizing the pressure and freedom they experience compared to traditional employees [3][10] - The company is expanding its operations internationally, with a new office established in Frankfurt, aiming to introduce its full product line to the European market [4][11] Group 2 - The core competitiveness of the straw production lies in quality control and environmental, social, and governance (ESG) practices, rather than technological barriers [5][6] - The company is focusing on B2B clients, including Fortune 500 supermarkets and leading beverage brands, with a strong emphasis on customized product requirements [8][9] - The company is exploring digital transformation initiatives, including the implementation of paperless offices and ERP systems, while also planning to diversify its product offerings beyond straws [11][13] Group 3 - The company faces challenges in attracting young talent due to the perception of factory jobs as less prestigious compared to positions in large foreign enterprises [12] - Future plans include achieving self-sufficiency for the Shanghai branch within the first year and transitioning the sales department to enhance operational efficiency [13]
恒鑫生活20250702
2025-07-02 15:49
Summary of the Conference Call for Hengxin Life Industry Overview - Hengxin Life focuses on the food service disposables industry, specifically paper and plastic products, with major clients including Luckin Coffee and Starbucks [2][3] - The industry is experiencing high demand due to the growth of new beverage brands and the promotion of biodegradable products, with specific regulations in certain provinces and countries [2][6] Company Performance - In 2024, Hengxin Life's revenue reached 1.6 billion yuan, with a profit of 220 million yuan, a gross margin of approximately 26%, and a net margin of about 14%, indicating strong profitability within the industry [2][5] - The company has a compound annual growth rate (CAGR) of 30% in revenue and approximately 40% in profit from 2021 to 2024 [5] Supply Chain and Product Advantages - Hengxin Life possesses a fully integrated supply chain, managing the entire process from raw materials to finished products, which enhances profitability [2][9] - Biodegradable products account for over 55% of the company's offerings in 2024, with a gross margin close to 40%, significantly higher than the 30% margin for non-biodegradable products [2][10] Customer Base - In 2024, domestic sales accounted for 60% of total revenue, while international sales contributed 38%, with North America representing 20% of revenue [12] - The top five customers contributed 41% of revenue, including major brands like Luckin Coffee and Heytea, with Luckin's revenue contribution growing from 80 million yuan in 2021 to over 200 million yuan in 2023 [12] Competitive Landscape - The food service disposables industry is fragmented, with key players including Jialian and Fulian, but Hengxin Life's integrated supply capabilities and focus on biodegradable products position it well for market share growth [7] Future Outlook - The company is expanding its production base with facilities in Hefei, Shanghai, Hainan, and Wuhan, and a new factory in Thailand set to begin operations in 2025, which will enhance international business and mitigate tariff risks [4][13] - Future performance is expected to remain robust, driven by increasing orders from coffee and new beverage brands, with a positive outlook for the next three years [4][14][15]