复合调味料
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食品添加剂应守住“适量”的边界
Xin Lang Cai Jing· 2026-01-09 18:42
□ 本报记者 韩丹东 食品添加剂并非洪水猛兽,其存在具有现实合理性。作为复合调味料的"肉宝王", 主要成分包含麦芽糊精、淀粉等常见食品原料,其中的诱惑红铝色淀、食品用香精等添加剂,均在《食 品安全国家标准 食品添加剂使用标准》(GB2760-2024)的允许范围内。 从面包糕点到酱卤肉制品, 食品添加剂在防腐保鲜、改善风味、保持形态等方面发挥着不可替代的作用。但公众的担忧也并非空穴 来风,过量使用食品添加剂确实存在安全隐患。 在最高人民法院发布的一起典型案例中,餐饮经营者 侯某在学生餐中违规添加亚硝酸盐,导致56名学生食物中毒,最终获刑7年,这一事例正是添加剂滥用 的沉痛警示。更值得警惕的是,少数不良商家可能利用添加剂的提香、增色功能,处理不新鲜食材,这 种"以添加剂掩盖质量缺陷"的行为,既违背食品安全原则,也严重损害行业信任。 规范食品添加剂使 用,首先需要强化商家的主体责任。国家市场监督管理总局明确要求,食品生产经营者应在技术必要前 提下,尽可能降低添加剂使用量,配备计量器具、专人负责投料并做好记录。这意味着商家不仅要遵 守"不超限量"的底线要求,更要践行"最小必要"原则。广大餐饮商家应建立健全添加剂管理 ...
明确标示合规使用让消费者放心
Xin Lang Cai Jing· 2026-01-09 18:42
(来源:法治日报) 转自:法治日报 从记者采访情况来看,消费者对复合调味料的看法也存在较大偏差。 "我觉得自己在家做饭用的都是纯 天然调味料调味,外面餐馆用的复合调味料肯定有很多添加剂,吃多了对身体不好。"市民张女士的观 点颇具代表性。而从事食品行业的李先生则表示,"符合国家标准的食品添加剂是安全的,复合调味料 的优势在于能实现风味标准化,只要商户规范使用,就不会危害健康"。 在受访专家看来,我国已构建 起较为完善的食品添加剂监管体系和标准框架。该体系以食品安全法为核心,配以《食品添加剂新品种 管理办法》等部门规章,同时辅以《食品安全国家标准 食品添加剂生产通用卫生规范》(GB31647- 2018)和《食品安全国家标准 食品添加剂使用标准》(GB2760-2024)等。针对"肉宝王"这类复合调味 料,虽无专项监管细则,但《食品安全国家标准 复合调味料》(GB31644-2018)等国家标准已对其作 出明确约束。 郑秋云说,公众对食品添加剂的看法存在明显偏差,主要表现为混淆非法添加物与合法 添加剂、忽视剂量与风险的关联性、将"天然"等同于安全。而"谈添加剂色变"现象的出现,一方面是因 为既往部分食品安全事件与 ...
依赖单一产品、存货规模高企,幺麻子三闯IPO
Bei Jing Shang Bao· 2026-01-08 13:12
幺麻子食品股份有限公司(以下简称"幺麻子")再度发起对"藤椒油第一股"的冲击。近日,北交所官网显示,幺麻子的北交所IPO已获受理。回看幺麻子的 上市之路,从深交所创业板转向深交所主板,两次冲击上市未果,期间还因IPO申报文件中存在隐藏关联方的信息披露漏洞等被深交所采取书面警示。此次 转战北交所,细看招股书可以发现,幺麻子对单一产品藤椒油的依赖依然较为明显,且公司的存货规模持续处于高位,而这些或将成为公司能否顺利上市的 关键考验。 转战北交所 回顾幺麻子冲击上市的历程,可谓一波三折。早在2020年9月,幺麻子就已向四川证监局提交辅导备案,最初拟在深交所创业板上市。 2021年3月,幺麻子转向深交所主板,同年12月向证监会报送主板上市申请文件。后续在注册制新规落地后,其上市申请文件于2023年3月平移至深交所。然 而,在经历了约两年的审核流程后,2023年12月27日,幺麻子及保荐人向深交所提交了撤回上市申请,给出的解释为"战略规划调整及业务发展考虑"。 随后几则监管函的落地,揭示了幺麻子主动终止深交所主板上市背后的隐情。2024年8月,深交所连发多份监管函,对幺麻子、中金公司、天职会计师事务 所、君合律师事务所 ...
长三角新农人同台“秀”兴农实招
Xin Lang Cai Jing· 2026-01-03 23:22
转自:嘉兴日报 (来源:嘉兴日报) "本次活动以'潮起海盐 智汇兴农'为主题,是深入贯彻落实长三角一体化发展战略、深化青年入乡发展 的关键实践,也是推动乡村全面振兴、促进农业农村现代化的生动诠释。"嘉兴市农业农村局相关负责 人表示。未来,站在新的发展起点,嘉兴将始终以"绿"为发展底色、以"智"为发展引擎、以"人"为发展 根本,持续汇聚磅礴的青春力量,奋力谱写农业高质高效、乡村宜居宜业、农民富裕富足的乡村振兴壮 丽诗篇。 ■记者 张应隆 通讯员 黄徐晶 本次大赛不仅是创业创新成果的集中展示,更是长三角新农人交流碰撞的平台,凸显了青年力量在乡村 振兴中的作用。活动现场,浙江青莲食品股份有限公司、桐乡市崇福梦想小镇农业开发有限公司、嘉善 县大云镇曹家村三大青年入乡实践点的代表,分享了各自扎根乡土、助力乡村发展的宝贵经验。 据悉,2025年以来,嘉兴在全市布局86个青年入乡实践站点,成功吸引近千名青年返乡入乡创业就业, 累计服务农户超万户,有效助力村集体经济增收,让青春活力成为乡村振兴的强劲动能。 本报讯 2025年"邮储杯"长三角"新农人"培育联盟发展大会暨海盐县乡村振兴创业创新大赛决赛,近日 在海盐县农业科创绿谷 ...
昌农胡椒产业融合发展示范项目在海口开工
Hai Nan Ri Bao· 2026-01-01 00:20
昌农胡椒产业融合发展 示范项目在海口开工 海南日报海口2025年12月31日讯 (海南日报全媒体记者 邓钰)2025年12月31日,昌农胡椒产业融合 发展示范项目在海口市国家高新技术产业开发区狮子岭工业园开工,力争于2026年年底完工,将建成集 胡椒加工、冷链仓储、农文旅于一体的综合性大健康产业项目,推动我省胡椒产业补链、延链、强链, 促进"接二连三"融合发展。 据了解,该项目建设单位为海南农垦热作产业集团有限公司,估算总投资约3.18亿元,占地面积约 35.76亩,总建筑面积约3.3万平方米,建设内容主要包括胡椒加工综合中心(含生产配套用房)、中试研 发中心等设施,打造从种植、加工到仓储、销售的全链条质量管控体系与可追溯体系,科技赋能推进胡 椒产业转型升级。 项目计划分两期推进,一期将建设现代化胡椒精深加工厂,引进世界先进的全自动化生产线,将胡 椒加工从传统胡椒粒延伸至复合调味料、休闲食品、保健品及精油等精深加工领域;二期将拓展80亩, 布局大健康产品及工业旅游,涉足食品、医疗、大健康等应用场景,打造产业与文旅结合综合体。项目 预计辐射带动10万亩标准化种植基地,形成"园区+基地+农户"全链条闭环。 总投资 ...
中金 | 破局存量竞争:中国食饮出海掘金指南
中金点睛· 2025-12-30 00:01
Core Viewpoint - The domestic food and beverage industry in China has entered a mature phase with slowing growth, but recent policy benefits, supply chain advantages, and product enhancements have laid the groundwork for domestic companies to expand overseas [2][3]. Group 1: Market Overview - The overall growth rate of the domestic food and beverage industry is projected to be only 2.0% from 2020 to 2024, with traditional categories like mid-range beer and basic condiments entering a phase of stock competition [3]. - Some niche segments, such as energy drinks and compound seasonings, continue to show high growth, but the industry as a whole faces a ceiling [3]. - The RCEP agreement and cross-border trade facilitation actions have reduced tariffs and logistics costs, enhancing the conditions for Chinese companies to go global [3]. Group 2: Global Market Opportunities - The CAGR for the food and beverage industry in Southeast Asia, the U.S., and Western Europe from 2020 to 2024 is projected to be 4.6%, 5.9%, and 4.7% respectively, significantly higher than China's 2.0% [3][5]. - Southeast Asia has a population of approximately 600 million, with a young demographic and dietary habits similar to China, making it an attractive market for entry [3][7]. - The U.S. market, with a size of $919.8 billion, offers substantial opportunities due to its large scale and high consumer purchasing power, particularly among the growing Asian population [3][5]. - The EU has a high per capita GDP of $41,423, indicating strong consumer purchasing power and a clear trend towards premium products, providing space for differentiated offerings [3][5]. Group 3: Successful Case Studies - Kikkoman successfully entered the U.S. market in the 1960s by focusing on brand cultivation and local production, demonstrating the importance of understanding market inflection points and building a global distribution system [4]. - Domestic company Mixue has rapidly expanded overseas by leveraging cost-effectiveness, intellectual property, and franchising [4]. - Aisle has successfully penetrated the Indonesian market by enhancing brand recognition through localized innovation, achieving a market share among the top three [4]. Group 4: Regional Market Characteristics - Southeast Asia's food and beverage market is characterized by a young population and rapid GDP growth, making it a prime location for localized and scalable market entry [11]. - The U.S. market is marked by a growing Asian demographic with high income levels, creating a core consumer group for Asian food and beverages [12]. - The European market emphasizes high per capita income and a strong demand for health-oriented products, aligning well with Chinese offerings in tea, functional drinks, and plant-based products [12]. Group 5: Sector-Specific Insights - The seasoning market in Southeast Asia is growing steadily, with sauces and seasonings accounting for the highest market share [15]. - The U.S. seasoning market is projected to reach $37.28 billion in retail sales by 2024, with a CAGR of 6.8% from 2019 to 2024, indicating a diverse consumer preference [20][22]. - The snack market in Southeast Asia is experiencing rapid growth, with the region's snack market retail sales projected to reach $19.15 billion by 2024 [23][25]. Group 6: Challenges and Competitive Landscape - The competitive landscape in Southeast Asia is fragmented, with both local leaders and international giants present, necessitating a focus on differentiated product offerings [28]. - In the U.S. and Western Europe, the snack market is dominated by major international players, making it essential for Chinese companies to leverage unique flavors and innovative products to gain market entry [34].
涪陵榨菜:公司拟通过并购方式切入复合调味料赛道
Zheng Quan Ri Bao Wang· 2025-12-25 12:13
证券日报网12月25日讯,涪陵榨菜(002507)在接受投资者提问时表示,拓品类是公司中长期发展规划 的重要举措,公司拟通过并购方式切入复合调味料赛道。味滋美作为主营B端的复调企业,在针对B端 的产品与渠道均相对成熟,同时其正在推出C端产品,公司的C端渠道优势能够支持味滋美C端产品快速 入市,若并购成功,公司与味滋美将在产品品类及渠道上达成互补双赢;后续经过双方对收购协议对价 等核心条款商讨,双方未达成一致意见,并购项目无法继续开展;未来公司将持续保持关注,若时机合 适将继续推动并购事项。 ...
涪陵榨菜(002507) - 002507涪陵榨菜投资者关系管理信息20251225
2025-12-25 07:24
证券代码:002507 证券简称:涪陵榨菜 编号:2025-020 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑ 现场参观 其他 参与单位名称 及人员姓名 本次参与交流的人员名单如下: 序号 姓名 机构 1 王尧 中金公司 2 李茗蕙 中金公司 3 李彦诚 东证资管 时间 2025 年 12 月 24 日 14:00-15:30 地点 2025 年 12 月 24 日 14:00-15:30 在公司重庆分部会议室现场交流 上市公司参会 人员 公司董事、董事会秘书、副总经理兼财务负责人:韦永生 投资者关系活 动主要内容介 绍 本次会议纪要如下: 1、并购味滋美的考虑。 回复:拓品类是公司中长期发展规划的重要举措,公司拟通过并购方 式切入复合调味料赛道。味滋美作为主营 B 端的复调企业,在针对 B 端的 产品与渠道均相对成熟,同时其正在推出 C 端产品,公司的 C 端渠道优势 能够支持味滋美 C 端产品快速入市,若并购成功,公司与味滋美将在产品 品类及渠道上达成互补双赢;后续经过双方对收购协议对价等核心条款商 讨,双方未达成一致意见,并购项目无法继续开 ...
宝立食品再遭原始股东减持 C端业务谋求向线下布局
Zhong Guo Jing Ying Bao· 2025-11-19 09:51
Core Viewpoint - Shanghai Houxu Asset Management Co., Ltd. plans to reduce its stake in Baoli Food by up to 12,000,300 shares, representing no more than 3% of the total share capital, due to its own funding needs [2][3] Group 1: Shareholder Actions - This is the fourth time Shanghai Houxu has reduced its stake in Baoli Food, having previously completed a reduction of 1,316,400 shares in February 2024 [2][3] - After the current reduction, Shanghai Houxu will hold 6.25% of Baoli Food's shares, which may drop below 5% if the reduction is successful [3] Group 2: Company Performance - Baoli Food reported a revenue of 2.133 billion yuan for the first three quarters of the year, a year-on-year increase of 10.50%, with a net profit of 192 million yuan, also up by 10.59% [5] - The company’s net profit margin for the first three quarters was 10.03%, a slight decrease from the previous year [6] Group 3: Market Position and Strategy - Baoli Food has expanded its business from a restaurant supply chain to include beverage and dessert ingredients, serving major clients like KFC and McDonald's [6] - The company aims to deepen its presence in the C-end market through its brand "Kongke Yimian," which is positioned as a leading product in the light cooking segment [7][8] - The competitive landscape in the C-end market is intensifying, necessitating Baoli Food to innovate in marketing and product offerings [8]
餐饮供应链专题报告:需求触底改善,重启成长价值
CMS· 2025-11-17 07:06
Investment Rating - The report maintains a positive investment rating for the restaurant supply chain sector, suggesting increased attention due to signs of demand recovery and growth potential for quality companies [2][38]. Core Insights - The restaurant supply chain sector is experiencing a shift where companies are transitioning from being mere supporters to active drivers of innovation and demand, highlighting the importance of R&D and innovation capabilities [10][22]. - The industry is witnessing a structural opportunity as the chain restaurant rate continues to rise, with expectations for further growth in the coming years [18][10]. - Current valuations in the sector are at historically low levels, indicating potential for recovery as demand improves [30][34]. - The report emphasizes the importance of mergers and acquisitions as companies seek to enhance their competitive positions and bind key customers [22][24]. Summary by Sections Industry Status - Overall demand in the restaurant sector remains weak, but signs of recovery are evident, particularly during holiday periods [10][11]. - The restaurant supply chain industry is projected to maintain a compound annual growth rate of over 15% in the next three years, outperforming the broader restaurant market [14][10]. Company Changes - Companies are increasingly focusing on R&D and innovation to meet the evolving demands of chain restaurants, which require standardized and stable supply [22][10]. - Mergers and acquisitions are being utilized to strengthen customer relationships and enhance resource capabilities [24][22]. - New retail channels are being explored to drive growth, with companies expanding into high-end and online markets [25][10]. Valuation Analysis - The current valuation of the sector is below the 20th percentile of the past decade, suggesting significant upside potential as demand recovers [34][30]. - The report notes that the valuation decline over the past five years has been primarily due to reduced demand and high initial valuations [30][34]. Investment Recommendations - The report suggests increasing focus on specific companies such as Haidilao, Angel Yeast, and others, which are expected to benefit from demand recovery and improved operational performance [38][39].