以下文章来源于红餐供应链指南 ，作者专注餐饮供应链的 红餐供应链指南 . 红餐网旗下，餐饮供应链专业媒体 本文来自微信公众号： 红餐供应链指南 ，作者：郭佳哿，头图来自：AI生成 新疆养三文鱼，这件事乍听上去有点离谱。 在大多数普通消费者的印象里，三文鱼一般属于挪威、智利的深海，很少和内陆联系在一起。更何 况，它是一门高度全球化的生意——养殖体系成熟、空运链路稳定、品牌认知清晰，长期由海外产区 主导。 但实际上，新疆养三文鱼，养了快十年。 2025年，光是伊犁尼勒克 （新疆三文鱼主产区） 一个县，产量就奔着9000吨去，全疆三文鱼产量有 望逼近万吨规模。另据"重庆日报"报道，新疆产出了中国40%的优质三文鱼。 问题是：你吃过吗？有在盒马、山姆见过"新疆产"的标签吗？再或者说，你有在日料店被推荐过国产 虹鳟吗？ 答案大概率是没有。这就怪了。 特别近两年，也是三文鱼在中国零售市场最风光的时候。各大平台主动把三文鱼当引流品来做，商超 里刺身柜台成了标配，来自挪威、智利、澳大利亚、法国的各类产品把货架铺得越来越宽。 挪威海产局数据显示，中国目前是世界第六大鲑鱼市场，其消费量在亚洲遥遥领先，约为亚洲第二大 市场日本的两 ...

| 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（请文字说明其他活动内容） | | 形式 现场 | 网上 电话会议 | | 参与单位名称及人员姓名 | 1.电话会议：财通证券、圆信永丰基金、华商基金、华夏久盈资产、 析师、研究员共8名。 | | | 中欧基金、汇丰晋信基金、招商基金、嘉实基金等基金经理、分 | | | 2.电话会议：天风证券、嘉实基金、大成基金、天弘基金、阳光资 | | | 产、长城财富保险、德邦基金、汇泉基金、Balyasny Asset、Carrhae | | | Capital、Willing Capital、源峰基金、博裕资本、睿银投资、浙江 | | | 益恒投资、中信自营、重庆金科投资等基金经理、分析师、研究 | | | 员共18名。 | | 时间 | 2026年2月27日10:00-11:00 | | | 2026年2月27日14:45-15:45 | | 地点 | 深圳市农产品集团股份有限公司董事会秘书办公 ...

黄沙水产中心日均交易超600吨 200多种生猛海鲜平靓正 记者连日走访黄沙水产中心，各地生猛海鲜齐聚于此。市场汇聚全球20多个国家中高端鲜活水产品，涵 盖鱼、虾、蟹、贝类等200多个品种，为保障春节假期海鲜供应，市场与商户早早挂出"过年不打烊"的 招牌，备好丰盛水产，只待市民前来采购。由于供应稳定，目前中高端海鲜价格同比下降了10%左右。 今年春节所有海鲜水产中，销量冠军非石斑鱼莫属，每天出货量达到了6000~7000斤。珍珠斑价格比去 年过年下调了10%左右，东星斑价格比去年过年下调了30%左右。 部分热门海鲜降价超10% 走进黄沙水产中心，如入蔚蓝宝库：加拿大龙虾、俄罗斯帝王蟹、挪威三文鱼远渡重洋而来；辽宁多宝 鱼、大连鲍鱼、海南东星斑、元贝每日鲜活直供，尽显深海本真与地道鲜香。进口珍馐与本土鲜品交相 辉映，家常小炒、火锅暖煮、宴席珍馐，皆可一站式选购、满载鲜味而归。黄沙水产中心不仅是全国知 名水产集散地，更是广州人"舌尖年味"的源头活水——以鲜为媒，让年味更有滋味，让生活更有温度。 "来到这里，品种选择实在太多了！够靓够新鲜，想把所有海鲜带回家！"家住黄埔的潘先生昨日专门驱 车来到黄沙水产中心，购买海鲜 ...

Core Insights - The "Fushi Market" has been launched by the Shuangliu District Commerce Bureau and Chengdu Agricultural Products Wholesale Market to promote New Year shopping, featuring a one-stop shopping experience for festive goods [2][3] Group 1: Event Overview - The "Fushi Market" involves over 60 merchants offering a selection of both local and global products, aiming to create a vibrant shopping atmosphere [3] - The event is part of a broader initiative to enhance consumer engagement across eight major business districts and tourist attractions in Shuangliu, integrating various activities to stimulate economic activity [3] Group 2: Product Offerings - The market features a diverse range of products, including local specialties such as Jianyang lamb soup and imported goods like Australian beef and Norwegian salmon, showcasing the region's culinary strengths [6] - Interactive activities at the market include traditional customs like writing Spring Festival couplets and drawing sugar paintings, aimed at enhancing visitor experience [6]

Core Viewpoint - The article discusses the shift in consumer behavior in China, highlighting the emergence of new consumption trends driven by emotional value and the growing importance of quality-price ratio in purchasing decisions [6][10][18]. Group 1: Emerging Consumption Trends - Cities like Changsha and Guiyang are leading new consumption trends, with Changsha's comedy clubs and tea houses attracting significant consumer interest due to their affordable pricing and cultural elements [10][13]. - The coffee culture in Guiyang has flourished, with over 3,000 coffee shops catering to a discerning consumer base, indicating a strong local demand for quality products [15]. - The report from Boxed Market indicates that cities like Yibin and Bengbu are experiencing unique consumption patterns, such as high demand for fresh salmon and specialty cakes, reflecting a desire for quality and novelty in daily life [16][18]. Group 2: Emotional Consumption - Emotional value is becoming a key driver in consumer purchasing decisions, with the emotional consumption market projected to grow from 2.31 trillion yuan in 2024 to 2.72 trillion yuan in 2025 [18][20]. - Consumers are increasingly focused on self-fulfillment and emotional satisfaction rather than external validation, leading to a rise in "self-reward" purchases like desserts and small alcoholic beverages [19][20]. - Health-conscious consumption is also on the rise, with 71% of consumers actively researching product ingredients, indicating a shift towards healthier lifestyle choices [20][22]. Group 3: Market Dynamics in Emerging Cities - The growth engine of China's consumer market is shifting from traditional first-tier cities to emerging cities, with retail sales growth in these areas outpacing that of first-tier cities [26][29]. - Brands that adapt to the unique demands of these emerging markets, such as Domino's Pizza and local snack brands, are finding success by offering affordable and innovative products [31][34]. - Companies like Hema are expanding into new cities, recognizing the stable and diverse consumer demands in these regions, and focusing on high-end products rather than local specialties [34][35].

Core Viewpoint - The U.S. President Trump threatens to impose a 10% tariff on several European allies to pressure Denmark into selling Greenland, which could negatively impact a range of luxury goods and specialty products [1][2]. Group 1: Impact on Consumer Goods - Popular consumer goods shipped across the Atlantic that may be affected include French wine and cheese, Norwegian salmon, and Bang & Olufsen speakers assembled in Denmark [1][2]. - Other notable brands potentially impacted by the tariffs include Leica, Louis Vuitton, Le Creuset, and Hermes, with most of their core production still based in Europe [1][2]. Group 2: High-Value Manufactured Goods - Europe is a major supplier of high-value manufactured goods, with Germany known for Volkswagen, Audi, and Porsche; Sweden for Volvo; and France for Airbus aircraft [1][2]. - Although many components are globally sourced, final assembly and precision engineering typically occur on the European continent [1][2]. Group 3: Pharmaceutical Industry - The U.S. imports a significant amount of pharmaceuticals from Europe, and the pharmaceutical industry has been preparing for tariffs since the U.S. government threatened to impose up to 100% tariffs on branded drugs last year [1][2]. - During the COVID-19 pandemic, the U.S. imported vaccines produced in Belgium and Germany [1][2]. Group 4: Tariff Implementation Timeline - Trump announced that starting February 1, goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland will be subject to a 10% tariff, which will increase to 25% on June 1 [1][2].

Core Insights - Emerging markets are beginning to dominate consumer discourse, with cities like Changsha leading new consumption trends due to a combination of reasonable income and leisure time [4][8][20] - The shift in consumer behavior is characterized by a move from seeking external validation to pursuing self-value and emotional fulfillment, marking the beginning of China's fifth consumption era [22][24] Group 1: Consumption Trends - Cities like Changsha and Guiyang are becoming consumption leaders, with Changsha's comedy clubs and tea houses attracting significant foot traffic and demonstrating a willingness to spend on leisure [10][11][18] - The coffee culture in Guiyang has flourished, with over 3,000 coffee shops catering to a population of about 6 million, indicating a strong local demand for quality products [18] - Other cities like Yibin and Bengbu are also showing unique consumption patterns, such as high demand for fresh salmon and specialty cakes, reflecting a desire for quality and novelty in daily life [19][20] Group 2: Emotional and Health-Oriented Consumption - Emotional consumption is becoming a significant driver, with the market expected to grow from 2.31 trillion yuan in 2024 to 2.72 trillion yuan in 2025, and surpassing 4.5 trillion yuan by 2029 [24] - Health-conscious consumption is on the rise, with 71% of consumers actively researching product ingredients, leading to increased sales of health-oriented products [26][29] - The trend of "self-reward" is evident, with sales of flowers and desserts increasing, indicating a shift towards more diverse and emotionally fulfilling purchases [25] Group 3: Market Dynamics and Brand Strategies - The consumer base is shifting from first-tier cities to emerging markets, with retail growth in lower-tier cities outpacing that of major urban centers [35][38] - Brands like Domino's Pizza are successfully tapping into these markets by offering affordable and innovative products, achieving record sales in new locations [40] - Retailers like Hema are expanding into new cities, focusing on high-end products to meet the evolving demands of consumers in these regions [41][45] Group 4: Supply Chain Innovations - Hema has established a robust supply chain with multiple centers and direct sourcing bases, enabling efficient distribution of fresh products to emerging markets [45] - The company is transforming local specialties into urban bestsellers, demonstrating the potential for regional products to gain national traction [45][46] - This new retail model positions companies as essential infrastructure, connecting global supply chains with local consumer needs [46]

Core Insights - The growth engine of China's consumer market is shifting from traditional first-tier cities to emerging cities, indicating a significant change in consumption patterns [4][17]. - Emerging cities like Changsha and Guiyang are leading new consumption trends, characterized by a willingness to spend and a focus on emotional value in purchases [9][19]. Group 1: Emerging Consumption Trends - Changsha has become a leader in new consumption trends, with unique entertainment options like comedy clubs and tea houses attracting consumers [11][12]. - Guiyang ranks second nationally in the willingness to spend on self-pleasure, with a thriving coffee culture despite not being a coffee-producing region [13]. - The 2025 Box District Consumption Power Report highlights surprising consumption behaviors in cities like Yibin and Bengbu, showcasing a desire for quality and novelty in food [14][15]. Group 2: Emotional and Health-Oriented Consumption - Emotional value is becoming a key driver of consumer behavior, with reports indicating that emotional experiences are now central to purchasing decisions [19][20]. - The emotional consumption market is projected to grow significantly, reaching 2.72 trillion yuan in 2025, reflecting a shift towards seeking self-value and emotional fulfillment [20]. - Health-conscious consumption is also on the rise, with 71% of consumers actively researching product ingredients before purchase, indicating a proactive approach to dietary health [23][25]. Group 3: Market Dynamics and Opportunities - The retail landscape is evolving, with brands adapting to the changing preferences of consumers in emerging cities, which are becoming the core growth engines for fast-moving consumer goods [36][38]. - Companies like Hema are expanding into emerging cities, focusing on high-end products to meet the growing demand for quality among local consumers [38][42]. - The success of innovative retail models and supply chain strategies is crucial for companies aiming to tap into the vast consumer base in these regions, highlighting the importance of addressing real consumer needs [43].

Core Insights - Norway's seafood export volume reached 2.8 million tons in 2025, with a record export value of 181.5 billion Norwegian Krone, an increase of 6.4 billion Norwegian Krone from 2024, representing a growth rate of 4% [1] - The CEO of the Norwegian Seafood Council, Christian Chramer, highlighted that 2025 posed challenges for the seafood industry due to reduced catch quotas and high prices, yet salmon exports saw significant growth, contributing to the record total export value [1] - China emerged as the largest market for Norwegian seafood growth globally in 2025, with an export value increase of 2.9 billion Norwegian Krone, a growth rate of 30.9%, moving from sixth to third place among Norway's top seafood export markets [1] - Norwegian salmon exports to China were particularly notable, with a total export volume of 90,906 tons, a year-on-year increase of 99%, and an export value of 8.109 billion Norwegian Krone, reflecting a growth of 59% [1] Industry Outlook - The Norwegian Seafood Council's China Director, Bisming Bi, expressed satisfaction with the continued trust from the Chinese market, indicating that Norway will increase investment in China to deliver more high-quality seafood products to Chinese consumers [2]

Core Insights - Norway's seafood exports to China are projected to reach 178,000 tons and 12.3 billion Norwegian Krone by 2025, marking a historic high [1] - China is expected to rise from the sixth to the third largest market for Norwegian seafood globally by 2025, with a year-on-year export value increase of 2.9 billion Norwegian Krone, representing a growth rate of 30.9% [1] - The demand for high-quality Norwegian seafood among Chinese consumers continues to grow steadily [1] Group 1: Salmon Exports - Norwegian salmon exports to China are expected to reach 90,906 tons in 2025, a 99% increase year-on-year, with an export value of 8.109 billion Norwegian Krone, up 59% [1] - The consumption of Atlantic salmon in China has significantly increased, with imports from January to November 2025 rising by 48% year-on-year [1] - Norway's market share of salmon in China increased from 41% to 57% during the same period [1] Group 2: Arctic Shrimp Exports - By 2025, China will become the largest global market for Norwegian Arctic shrimp, with an export volume of 8,392 tons, a 244% increase year-on-year, and an export value of 450 million Norwegian Krone, up 345% [2] - The total volume of Norwegian seafood exports is projected to reach 2.8 million tons in 2025, with a record export value of 181.5 billion Norwegian Krone, an increase of 6.4 billion Norwegian Krone from 2024, representing a growth rate of 4% [2] - Norway's seafood industry aims to continue investing in the Chinese market to provide a wider variety of high-quality seafood products to Chinese consumers [2]