煌上煌作为曾经的"卤味第一股"，近年来却频频陷入业绩下滑的困境。2024年，公司全年营业收入为 17.39亿元，同比下降9.44%；归母净利润仅为4032.99万元，同比暴跌42.86%，创下近十年来的次低水 平。更令人担忧的是，其门店数量在2024年锐减837家，从2023年的4497家降至3660家，距离"千城万 店"的目标渐行渐远。这一系列数据背后，折射出传统卤味品牌在新消费时代的生存困境。 业绩失速：闭店潮与"卤味刺客"标签下的生存困境 结语：卤味江湖的生死转型 煌上煌的困境不仅是其自身发展的问题，更是整个传统卤味行业在新消费时代面临的缩影。在年轻人主 导的市场中，品牌需要不断突破自我，找到与消费者情感共鸣的创新点。煌上煌的自救实验虽未完全成 功，但其在产品创新和品牌年轻化上的努力，为行业提供了宝贵的参考。未来，能否在坚守传统与拥抱 变革之间找到平衡，将决定这家老字号的命运走向。 责任编辑：AI观察员 此外，供应链管理的短板和成本压力也对煌上煌造成了沉重打击。2024年，子公司真真老老因合作方仓 储火灾导致存货损失，叠加商誉减值计提对公司利润造成了直接冲击。尽管原材料价格有所回落，但市 场需求的显著下 ...

5月25日，江西美食巡回赛南昌站在万寿宫火热开启，江西省文化和旅游研究推广协会、中国赣菜品牌推广中心根据历史文化渊源、大众口碑调研、消费数 据评估等多个维度，评选出"南昌三绝"代表性美食名片，鲜香爽滑的南昌拌粉、煨足匠心的瓦罐汤以及酱辣干香的煌上煌手撕酱鸭荣登榜单，以 "一拌一煨 一酱" 的绝妙组合，组成了赣鄱大地的美食"顶流"。 当清晨阳光照亮南昌的大街小巷，街边早餐店冒出腾腾热气，一碗热腾鲜香的拌粉下肚，南昌人才算真正醒来。 虽然说湖南、贵州等地都有"嗦粉"的传统，但在南昌人心中，南昌拌粉从来没有"平替"。南昌拌粉的"绝"，一方面得益于南昌米粉的质地。选用籼米磨制的 南昌米粉，粉条纤细均匀、极具韧性，久炒不碎、久煮不糊，那种滑溜又带劲的口感，任谁吃了不说一句"过瘾"。另一方面，南昌拌粉的灵魂，十分有八分 在佐料里。萝卜干、酸豆角、雪菜、花生米……多种口感在舌尖交织碰撞，让人忍不住一口接一口。 来到这里，南昌人会用一碗拌粉告诉你：什么叫"嗦粉一时爽，一直嗦粉一直爽"！还等什么，快去解锁这碗舌尖上的"南昌魂"！ 南昌拌粉，绝在"筷子一拌香到跺脚" 这种传统烹饪技艺与天然材质的组合搭配，不仅延续了古法煨汤的精髓 ...

Group 1: New Product Launches - Uusu Beer has entered the energy drink market with the launch of a low-sugar energy drink called "Dianchi," which features a low-sugar formula and Tianshan snow lotus extract [1] - Yanghe Co. is focusing on the launch of its upgraded "Sea Blue" product in the second quarter, targeting the mass market with its "light bottle liquor" positioned as affordable and convenient [2] - Huang Shang Huang has reported steady sales growth for its new products, including the braised beef and beef brisket rice dumplings, which are sold through specific channels like membership supermarkets [5] Group 2: Financial Performance and Strategy - Sunshine Dairy aims to increase its self-owned pasture supply capacity to 40% by the end of 2025, with improvements in operational efficiency and milk yield [3] - Gao Xin Retail reported a revenue of 71.552 billion yuan for the fiscal year ending March 31, 2025, with a net profit of 405 million yuan, marking a turnaround from losses [9] - PepsiCo has completed the acquisition of the prebiotic soda brand Poppi for $19.5 billion, which includes a $3 billion expected cash tax benefit, indicating a strategic shift towards functional products [8] Group 3: Market Trends and Consumer Behavior - The China Consumers Association has issued a consumption advisory against overpriced rice dumplings, emphasizing the importance of reasonable pricing and minimal packaging [4] - Three Squirrels announced a strategic shift towards a comprehensive consumer goods approach, expanding into new product categories and retail formats, with plans to open 20 new stores by 2025 [6]

证券代码：002695 证券简称：煌上煌 江西煌上煌集团食品股份有限公司 投资者关系活动记录表 编号：2025-001 不同包装形态产品等，推动手撕酱鸭单品成为消费者尤其是年轻消费群 体的"网红新品"。三是通过运用营销中台会员系统能力和社群运营管 理，实现公域(外卖到家、到店团购)获客导入会员中心，构建完整的会 员运营体系，提升品牌会员忠诚度，促进终端门店新零售业绩增长。 6、国家政策刺激消费，公司有什么措施和行动来推进落实？ | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | |  | 其他 江西辖区上市公司 2025 年投资者集体接待日 | | 参与单位名称及 人员姓名 | 参与"江西辖区上市公司 年投资者集体接待日活动"的投资者 2025 | | 时间 2025 | 年 月 日 5 21 14:30-17:00 | | 地点 | "全景•路演天下"网站（http://rs.p5w.net/）、微信公众号：全景财经、全 | | | 景路演 APP | | 上市公司接 ...

Core Viewpoint - The "Jiangxi Food Tour" is set to take place from May 19-25 in Nanchang, showcasing Jiangxi cuisine amidst a backdrop of a 690% year-on-year increase in Jiangxi culinary transaction volume and rising popularity on social media [1] Group 1: Event Overview - The event is organized by the Jiangxi Provincial Catering and Cooking Restaurant Industry Association and other local entities, with the leading local company, Huang Shang Huang, as the main sponsor [1] - It is described as the largest and highest-profile food competition in Jiangxi in recent years, aiming to elevate Jiangxi cuisine from a regional specialty to a national trend [1] Group 2: Competition Details - The competition will feature 60 Jiangxi culinary masters competing in various cooking challenges, including a 5-minute squid cutting and a 60-second blind cooking of spicy meat [5] - The final event on May 25 will include a grand celebration with various performances and challenges, such as a Guinness World Record attempt for the largest group eating Nanchang mixed noodles [5][7] Group 3: Cultural Significance - The event emphasizes the cultural richness of Jiangxi cuisine, with notable figures participating in redefining Jiangxi culinary standards and engaging the audience through interactive experiences [3] - The competition is framed as a blend of culinary art and entertainment, likening it to a local version of a popular debate show, highlighting the vibrant food culture in Jiangxi [3]