报告由艾媒咨询通过市场调查、行业访谈及大数据分析等方法编制，梳理了 2025-2026 年中国坚果炒货市场的发展背景、现状、消费需求及未来趋势，指出 该市场正依托消费升级与健康理念实现稳步扩容，未来发展兼具潜力与挑战。 市场发展迎来多重利好驱动，消费水平升级、健康观念转变与礼物经济崛起成为核心推力。2024 年中国居民人均消费支出与健康素养水平均稳步提升，坚 果的营养价值被广泛认可，且 65.32% 的消费者将补充营养列为购买考量因素；同时 2027 年中国礼物经济市场规模预计达 16197 亿元，39.58% 的消费者因 送礼购买坚果炒货，双重属性推动市场发展。产业链方面，上游涵盖树生坚果、草本籽类等原材料供应，中游是洽洽、三只松鼠等生产型与平台型企业，下 游则包含线上电商、线下商超等多元销售渠道。 市场规模呈持续增长态势，2024 年中国坚果炒货市场规模突破 3000 亿元，预计 2029 年将达 4283 亿元，5 年形成超千亿增量，同时其在休闲食品领域的地 位持续提升，2024 年电商平台市场份额升至 31.9%，并成为新春礼盒购买首选品类。产品端，健康化成为创新核心，头部企业纷纷布局低 GI、零添加 ...

本文转自【广东民生DV现场】； 过年宅家 沙发一瘫、电视一开 茶几上那盘香喷喷的坚果炒货 是不是很多人的 "节日搭子"？ 待客的时候 坚果炒货那是"标配中的标配" 现炒葵花籽、五香花生 奶油开心果、手剥小核桃…… 抓一把往嘴里送 "咔嚓咔嚓" 停不下来 还有不少人念叨着 "坚果护血脂，多吃点养生～" 但你们知道吗？ 坚果吃对了是宝 吃错了反倒给血管"添堵" 长沙刘先生的经历 就给大家敲了警钟 "养生" 变 "伤身" 血脂超标10多倍 2025年9月，湖南省长沙市第三医院就接诊过一位刘先生，他日常饮食清淡，体检却查出甘油三酯值飙 升至正常值的10多倍，高达20毫摩尔/升（正常值为1.7毫摩尔/升以下）。 医生在沟通中发现，刘先生听说多吃坚果对身体好，每天都会坚持吃"一小碗"坚果 ，这就是一个典型 的"反面教材"。 每天"一小碗"坚果，尤其像核桃、松子、葵花籽这种油脂大户，摄入远超身体所需，多余的热量马上转 化为甘油三酯存起来。这不是在养生，而是在给血管"添堵"。 坚果虽然是健康零食 但吃得太多 反让血脂"失控" 真相揭秘：坚果护血脂 不同种类各有 "专长" 别以为坚果"功效"都是"一刀切" 2023年《食品科学 ...

Core Viewpoint - The article highlights the robust consumer activity and effective supply management during the Spring Festival in Xinjiang, showcasing a vibrant economic atmosphere and the successful implementation of various promotional activities to stimulate consumption [2][10]. Group 1: Consumer Supply and Price Stability - During the Spring Festival, Xinjiang's various supermarkets and markets experienced a peak in consumer activity, focusing on ensuring sufficient supply and stable prices for essential goods [2][4]. - The Xinjiang Nine Ding Agricultural Products Wholesale Market initiated a holiday supply plan a month in advance, emphasizing supply stability, price control, and food safety [4][5]. Group 2: Promotional Activities and Consumer Engagement - The Twelve Division's "Welcome the New Year Consumption Season" encouraged merchants to participate in promotional activities, offering discounts through the "Cloud Flash Payment" app, enhancing consumer experience [3][10]. - Diverse promotional activities, including the introduction of "horse-themed" products, attracted significant consumer interest, reflecting cultural engagement and modern trends [6][7]. Group 3: Cultural and Recreational Events - The Spring Festival saw a shift towards experiential consumption, with various cultural and recreational activities being organized, such as traditional performances and ice sports, enhancing the festive atmosphere [8][9]. - Events like the "Sports Welcome the New Year" theme in Beitun City provided entertainment and engagement for both residents and tourists, contributing to the overall economic activity [9][10].

下一步，达茂旗市场监督管理局将持续加大节日期间巡查频次与监管力度，畅通12315投诉举报渠道，快速处置消费纠纷，严厉查处违法违规行为，以严 实监管守护群众"放心购、安心享"，确保全旗人民度过平安、祥和、舒心的丙午马年春节。 投稿｜赵 毅 新年钟声敲响，年货礼盒进入购销高峰。为规范节日市场秩序、守牢食品安全底线、遏制过度包装、维护消费者合法权益，达茂旗市场监督管理局聚焦春 节热销礼盒礼品，组织开展节前专项监督检查，全力营造安全、放心、诚信的节日消费环境。 本次检查以辖区大型商超、连锁便利店、年货市场、礼品专营店为重点场所，紧盯坚果炒货、糕点糖果、酒水茶饮、肉奶制品、保健食品等节日礼盒品 类，围绕食品安全、过度包装、价格计量、标签标识四大关键环节开展全面排查。执法人员严格核查经营主体资质，督促落实进货查验、索证索票制度， 严查过期变质、"三无"、标签不规范及来源不明商品；依据国家强制性标准，现场检测包装层数、空隙率与成本比例，坚决整治过度包装、"天价礼盒"等 问题；强化价格与计量监管，严查哄抬价格、价格欺诈、不明码标价、计量作弊等行为，规范明码实价与诚信经营；对保健食品礼盒重点核查"蓝帽子"标 志、适宜人群及警示 ...

中新网杭州2月16日电(吴怡欣)2月16日，在浙江省杭州市临安区龙岗镇的一家坚果炒货工厂里，随着最 后一辆满载着坚果果仁的货车驶出，工厂负责人吕雅娟松了一口气。 在龙岗镇，坚果的品质优劣不再靠人工凭经验辨别，而是通过X光机实现精准分选；在加工环节，工人 只需将坚果投入生产线，其便可自动完成剥壳、煮制、炒制、烘烤等一系列工序。 吕雅娟是临安本地人，2016年返乡投身坚果炒货产业，主营果仁加工业务。她介绍，近几年坚果炒货的 消费场景逐渐多元化，已不再局限于节日礼盒。 "通过拓展销售渠道，现在一些甜点品牌也成为我们的客户。"吕雅娟表示，2025年生意不错，营收额较 2024年增加5%至10%。 在龙岗镇，这样忙碌的情况并非个例。这座小镇的面积虽不到300平方千米，但已集聚超200家坚果炒货 企业。 临安区坚果炒货行业协会秘书长陈卜蕾介绍，龙岗镇盛产山核桃，村民起初靠山吃山，以售卖山核桃原 料为生。20世纪90年代起，当地坚果产业逐步从原料销售转向加工销售，并不断拓宽加工品类，从澳大 利亚、南非等国家进口各类坚果，推动产业持续发展壮大。 2010年，中国食品工业协会授予龙岗镇"中国坚果炒货食品城"称号。如今，龙岗镇的 ...

Core Insights - The article highlights the vibrant atmosphere of the upcoming Chinese New Year, emphasizing the efforts of retail companies to enhance consumer experience through innovative services and products [1] Group 1: Online Retail Strategies - Online platforms like Dongfang Zhenxuan are actively engaging with consumers to tailor their offerings for the New Year, utilizing live streaming to showcase popular products and meet specific consumer demands [2] - To ensure timely delivery of goods, Dongfang Zhenxuan has established long-term partnerships with core production areas and factories, implementing order agriculture to secure supply capacity and create emergency stock for essential goods [3] Group 2: Offline Retail Experience - In physical stores like Yonghui Supermarket, the festive atmosphere is created through decorations and product offerings, enhancing the shopping experience as a family-oriented emotional ritual [4] - Yonghui has developed a comprehensive supply strategy, planning three months in advance and selecting 30 core products based on historical data, while also adding around 120 additional items to meet diverse consumer needs [4] - The supermarket's operational efficiency is boosted by technology, with smart systems optimizing order picking and staffing adjustments to handle increased online orders during peak times [5] Group 3: Evolving Consumer Trends - The year-end market reflects changing consumer preferences, with companies like Hema Fresh introducing convenient meal options that blend traditional flavors with modern convenience, catering to the evolving demands for health and ease [6] - The article underscores the resilience of the retail market and the potential for domestic consumption, as both online and offline retailers collaborate to create a rich and engaging shopping experience for the New Year [6]

Core Viewpoint - The article discusses the rising popularity and high pricing of Xueji Snacks, a brand known for its premium nuts and snacks, drawing comparisons to other high-end brands and exploring consumer behavior and perceptions around its pricing strategy [2][4][12]. Group 1: Pricing and Consumer Behavior - Xueji Snacks has gained notoriety for its high prices, with products like sunflower seeds priced at 23.8 yuan per jin and cashews nearing 100 yuan per jin, yet it remains popular among consumers [4][12]. - Despite the high prices, consumers express a desire for the products, often feeling compelled to purchase after trying samples in-store, indicating a psychological tactic employed by the brand [6][8][12]. - The brand's strategy of allowing customers to sample products before purchase creates a dilemma for consumers, as they may feel pressured to buy after tasting [11][19]. Group 2: Brand Positioning and Market Strategy - Xueji Snacks positions itself as a high-end snack brand, with store designs reminiscent of jewelry shops, which contributes to its premium image [6][14]. - The brand's marketing emphasizes quality, sourcing ingredients from core production areas and utilizing advanced preservation techniques, justifying its higher price point [14][21]. - Xueji Snacks has expanded rapidly, with over 1,100 stores projected by the end of 2025, indicating a strong growth strategy despite potential market saturation [21][25]. Group 3: Consumer Expectations and Market Challenges - There is a growing divide in consumer expectations, with some seeking affordable options while others are willing to pay for premium quality, posing a challenge for Xueji Snacks to balance its high-end positioning with broader market appeal [23][25]. - The brand faces competition from other snack companies that offer more affordable alternatives, which may impact its long-term sustainability if it cannot justify its pricing to consumers [23][25]. - Feedback from consumers indicates a desire for transparency in pricing and product quality, suggesting that Xueji Snacks must adapt to maintain customer loyalty and avoid being perceived as overpriced [25].

Core Viewpoint - The "Winter Meat Festival and New Year Goods Festival" in Hainan Tibetan Autonomous Prefecture is a vibrant event that combines agricultural, cultural, and commercial elements, enhancing the festive atmosphere for the upcoming Spring Festival [1][2][3] Group 1: Event Overview - The festival started on January 16 and features a variety of local products, including grass-fed lamb, highland quinoa, and handmade yogurt, catering to both traditional and practical needs of the community [1] - The market is decorated with red lanterns and banners, creating a festive environment that attracts many visitors [1] Group 2: Consumer Engagement - Attendees are enjoying the experience of purchasing goods while also participating in cultural activities, such as traditional performances and DIY decoration workshops [2] - Discounts are offered, such as "200 off 50" and "500 off 150," encouraging more purchases and enhancing customer satisfaction [2] Group 3: Cultural Significance - The festival includes non-material cultural heritage performances, such as Tibetan dance, and offers activities like calligraphy for spring couplets, enriching the cultural experience for attendees [2] - The event fosters a sense of community and tradition, allowing families to engage in meaningful activities together, thus enhancing the overall festive spirit [3]

Overall Summary - The offline retail situation for Q4 2025 shows a narrowing decline in sales, order numbers, and average order spending compared to the previous year, indicating a potential stabilization in the retail sector [4][5][8] - The overall sales decline for Q4 2025 is 4.84%, marking the best performance of the year, with order numbers and average spending also showing declines of less than 3% [4][5] - Consumer confidence has shown a recovery trend since mid-2025, with the index surpassing 90 for the first time in nearly two years, suggesting positive future expectations [8] Retail Performance Overview - The analysis covers four major categories: food, beverages, alcohol, and daily chemicals, using a continuous store model to assess quarterly performance [2] - Q4 2025's performance is significantly better than previous quarters, providing some optimism for 2026 [5] Price Levels - The WPI (Wholesale Price Index) for food, beverages, and daily chemicals remains below 100, indicating ongoing price pressure [9][11] - In Q4 2025, the price indices for these categories are between 98 and 99, reflecting a downward trend in price levels compared to the previous year [11] Key Category Insights - In the food category, the top three segments with increased market share are hot pot ingredients, pure milk, and frozen sausages, while snacks like puffed foods and candies have seen declines [14][17] - The beverage category shows a decline in dairy drinks but growth in ready-to-drink juices and functional beverages, driven by health trends [20][23] Order and Spending Analysis - In Q4 2025, the food category saw growth in sales and order numbers for frozen sausages, hot pot ingredients, and frozen prepared foods, with frozen sausages experiencing nearly 30% growth [27][28] - Conversely, self-heating foods and several snack categories continue to decline significantly, with instant noodles also showing a notable drop of 7% to 10% [28][29] SKU and New Product Trends - The top SKUs in the food category for Q4 2025 include frozen sausages and various nut products, indicating a shift towards healthier and premium offerings [52] - In the beverage category, ready-to-drink coffee and plant-based drinks are gaining traction, with new product launches reflecting market trends towards health and functionality [55][56]

Group 1: Stock Recommendations - Torch Electronics (603678.SH) shows improving industry conditions with a 24.20% revenue growth to 17.72 billion CNY and a 59.04% increase in net profit to 2.61 billion CNY in H1 2025[10] - Huace Navigation (300627.SZ) achieved a revenue of 32.51 billion CNY in 2024, a 21.38% year-on-year growth, with a net profit of 5.83 billion CNY, up 29.84%[17] - Kingsoft Office (688111.SH) reported a revenue of 41.78 billion CNY for the first three quarters of 2025, a 15.21% increase, with a net profit of 11.78 billion CNY, up 13.32%[22] Group 2: Market Trends and Performance - The global MLCC market is projected to reach 132.6 billion CNY by 2029, with a CAGR of 5.7% from 2024 to 2029[13] - The lithium business of Zhongmin Resources (002738.SZ) saw a revenue increase of 34.99% to 48.18 billion CNY in the first three quarters of 2025, despite a net profit decline of 62.58%[36] - The automotive sealing strip market is benefiting from the rise of European-style door designs, with a projected revenue growth for Zhejiang Xiantong (603239.SH) to 14.7 billion CNY in 2025, a 20.2% increase[31] Group 3: Investment Ratings and Risks - Torch Electronics maintains a "recommended" rating with expected EPS of 1.09 CNY, 1.36 CNY, and 1.81 CNY for 2025-2027[14] - Huace Navigation is rated "recommended" with a target price indicating a potential upside of 16%-36%[22] - Risks include potential market fluctuations, increased competition, and technological advancements not meeting expectations[35]