产业振兴是乡村全面振兴的重中之重，也是农民增收的根本依托。河南不仅是粮食生产大省，也是其他 一些重要农产品供给大省：油料、食用菌产量和生猪存栏量、外调量全国第一，蔬菜产量全国第二…… 广大乡村蕴藏着巨大发展潜能，把农业打造成现代化大产业，农村广阔天地大有可为。 现代化大产业的"大"，不仅在于产业规模大，更在于聚链成群、集群成势，通过大合作谋求大发展。 以"粮头食尾、农头工尾"为抓手，做好"土特产"这篇大文章，需要积极延伸农业产业链、提升价值链、 打造供应链，加快构建现代农业产业体系、生产体系、经营体系。推进农业生产和农产品加工深度融 合、互相促进，就能培育乡村经济新动能，以特色产业推动乡村振兴、带动农民致富。新发展格局中， 找准主攻方向、抓住重点环节，大力培养细分市场上的优势产业和明星企业，不仅可以实现增产增收， 而且可以实现区域发展方式的华丽转身。 每个地区都有独特的资源禀赋和产业优势，市场经济环境中，特色不仅意味着独有的优势，而且意味着 强大的竞争力。深入挖掘乡村优势资源，突出地域特色，坚持差异化发展，加快构建特色鲜明、优势互 补、错位发展、繁荣兴旺的县域经济发展新格局，就能以县域经济促进乡村振兴，以县域 ...

郑州种业博览会集品种推广、科普教育、观光休闲、生态体验于一体，吸引众多游客、商户。 本报记 者 王军方 摄 去年5月，习近平总书记在河南考察时强调，河南要着力建设现代化产业体系和农业强省，指出要 加强耕地保护和建设，扛牢粮食安全责任，延伸现代农业产业链条，以城乡融合发展带动乡村全面振 兴，促进城乡共同富裕。 近年来，智慧灌溉水肥机器人、植保无人机等越来越广泛应用在农田中，"农机云"平台、AI数字 人"郑惠农"、"农事问答—耘苗问"系统、AI数智化农业增产系统等为农业生产提供了全维度、立体化的 管理手段，在全市农业生产中发挥着重要作用。 "十四五"期间，"一中心两基地"（市农业科技创新中心、蔬菜科技示范基地、现代农业示范基地） 加快建设，全市农业领域科技型企业50余家，组建农业领域工程技术研究中心3家，重点实验室2家。同 时，种业振兴计划深入实施，累计获批农业部"育繁推一体化"认证企业7家，培育上市企业1家，全市种 业销售额连年增长，2024年达50亿元。 河南是农业大省，郑州是农业大省的省会。从"中原粮仓"到"农业强市"，从"脱贫攻坚"到"共同富 裕"，从扛稳粮食安全重任到推动乡村全面振兴，从加强农业科技创新 ...

来源:新华社 新华社北京1月7日电日本媒体7日报道，日本食品"涨价潮"在新年并未平息，2026年全年预计将有约1.5 万种食品涨价。日本媒体称，这将进一步加重日本消费者的生活负担。 日本帝国数据库公司对全国195家主要食品和饮料生产商展开调查，询问其今年价格调整意向。结果显 示，2026年1月至4月，日本将有3593种食品上调价格，平均涨幅为14%，包括冷冻食品、大米制品和方 便面等。5月开始，每月预计将有约1000种食品涨价，全年累计将达约1.5万种。 帝国数据库公司分析，日本食品涨价的主要原因包括原材料价格上涨、物流成本提高、人工成本增加 等。该公司认为，食品涨价将在2026年呈现"常态化"。 日本上一轮食品"涨价潮"发生在2023年。受原材料价格大幅上涨、日元贬值增加进口成本等因素影响， 日本当年有超过3.2万种食品价格上涨，数量为30年来最多。（张旌） ...

【#日本大米制品将涨价#】据新华社，日本媒体7日报道，日本食品"涨价潮"在新年并未平息，2026年 全年预计将有约1.5万种食品涨价。日本媒体称，这将进一步加重日本消费者的生活负担。日本帝国数 据库公司对全国195家主要食品和饮料生产商展开调查，询问其今年价格调整意向。结果显示，2026年1 月至4月，日本将有3593种食品上调价格，平均涨幅为14%，包括冷冻食品、大米制品和方便面等。5月 开始，每月预计将有约1000种食品涨价，全年累计将达约1.5万种。帝国数据库公司分析，日本食品涨 价的主要原因包括原材料价格上涨、物流成本提高、人工成本增加等。该公司认为，食品涨价将在2026 年呈现"常态化"。日本上一轮食品"涨价潮"发生在2023年。受原材料价格大幅上涨、日元贬值增加进口 成本等因素影响，日本当年有超过3.2万种食品价格上涨，数量为30年来最多。（视频内容为2025年12 月报道 视频来源：央视网快看） ...

Investment Rating - The report does not explicitly state an investment rating for the instant noodle industry Core Insights - The report analyzes the social media heat trends and key events driving the instant noodle category from November 1 to December 31, 2025, across major platforms like Weibo, Douyin, Zhihu, and grass planting platforms. It evaluates changes in volume, interaction, and sentiment, aiming to provide actionable market insights and strategic recommendations for brands to enhance their influence and competitiveness on social media [4]. Summary by Sections Industry Definition and Market Overview - Instant noodles are defined as convenient, quick-to-prepare food products, typically consisting of noodle cakes, seasoning packets, and oil packets. They have maintained a significant role in consumers' daily lives, especially in scenarios like travel, overtime work, and home dining. Despite facing challenges from emerging food formats like takeout and pre-prepared meals, instant noodles hold a dominant position in the fast food sector, capturing a 40.78% market share in the instant food market with a year-on-year growth of 6.21% in Q1 2025 [5][6]. Social Media Trend Analysis - From November to December 2025, the overall volume and interaction of the instant noodle industry on social media showed volatility, driven by key marketing events and social occurrences. For instance, the launch of the "Pure Fresh Chicken Soup" series by Kang Shifu on December 11, promoted by brand ambassador Zhou Shen, significantly boosted related topic volume [8][10]. Additionally, promotional activities on e-commerce platforms also influenced social media heat, such as the "Find Ma Chao" New Year event in mid-December [10]. Key Marketing Events - Major marketing events included the launch of Kang Shifu's "Pure Fresh Chicken Soup" on December 11, which generated substantial social media engagement, and the "Heavenly Choice Good Noodles" campaign linked to space technology, which attracted considerable attention in early November [37][38]. The collaboration with celebrities like Zhang Linghe also contributed to heightened social media activity [10]. Consumer Sentiment Analysis - The sentiment trend for the instant noodle category showed fluctuations, with a notable decline in net sentiment ratio (NSR) in early December, likely due to food safety concerns or negative public sentiment. However, NSR rebounded later in December, possibly due to proactive brand responses to negative publicity [49][52]. The report emphasizes the importance of monitoring sentiment trends to identify potential risks and adjust marketing strategies accordingly [50]. Platform-Specific Insights - Weibo and Douyin emerged as the primary platforms for instant noodle discussions, accounting for 52.8% and 39.5% of total volume, respectively. Weibo is characterized by fast information dissemination and strong topic engagement, while Douyin excels in creative content and user interaction [43][44]. Zhihu and grass planting platforms, although lower in volume, offer unique user engagement opportunities focused on product recommendations and lifestyle sharing [46]. Consumer Core Perspectives - Key consumer insights highlight preferences for product taste and quality, convenience, health concerns, and the impact of celebrity endorsements. Positive sentiments were noted for specific flavors and the convenience of instant noodles, while negative feedback often centered on health implications and rising prices [54]. The report suggests that brands should adapt their strategies based on these consumer insights to enhance competitiveness and satisfaction [54].

Investment Rating - The report assigns an "Outperform" rating to multiple companies in the essential consumer goods sector, including Guizhou Moutai, Wuliangye, and Yili [1]. Core Insights - Downstream demand remains subdued, with modest fluctuations in costs across various consumer goods categories [1][34]. - The cost indices for six monitored consumer goods showed mixed trends, with soft drinks and instant noodles experiencing increases, while condiments, dairy products, frozen foods, and beer saw declines [34]. Cost Index Summary Beer - The spot cost index for beer decreased by 1.05% month-on-month, while the futures index increased by 0.88%. Year-to-date, the spot index has declined by 3.84% and the futures index by 7.87% [4][35]. - Glass prices fell by 1.9% month-on-month and 18.0% year-on-year, while aluminum prices showed mixed trends [12][35]. Condiments - The spot cost index for condiments dropped by 0.29% month-on-month, and the futures index fell by 0.47%. Year-to-date, the spot index has decreased by 3.95% and the futures index by 9.74% [16][36]. - Soybean prices showed a slight decrease in spot prices but an increase in futures prices [16][36]. Dairy Products - The spot cost index for dairy products decreased by 0.45% month-on-month, while the futures index increased by 0.39%. Year-to-date, the spot index has declined by 2.92% and the futures index by 4.19% [19][37]. - Raw milk prices remained stable at 3.03 yuan/kg, with supply pressures emerging due to cash flow issues in dairy farming [19][37]. Instant Noodles - The spot cost index for instant noodles rose by 0.49% month-on-month, while the futures index fell by 0.51%. Year-to-date, the spot index has decreased by 0.77% and the futures index by 7.05% [23][38]. - Palm oil prices showed a decline, impacting overall costs [23][38]. Frozen Foods - The spot cost index for frozen foods dropped by 0.54% month-on-month, and the futures index fell by 1.13%. Year-to-date, the spot index has decreased by 0.65% and the futures index by 2.42% [27][39]. - Vegetable prices experienced a month-on-month decline but a year-on-year increase, influenced by weather conditions affecting supply [27][39]. Soft Drinks - The spot cost index for soft drinks increased by 1.06% month-on-month, and the futures index rose by 0.99%. Year-to-date, the spot index has increased by 0.42% while the futures index has decreased by 10.18% [30][40]. - PET chip prices rose month-on-month, contributing to the cost increase in soft drinks [30][40].

此外，21世纪经济报道记者还了解到，宾堡在B端毛利率相对不错。"B端省去大量渠道成本、营销费用，C端品牌也为打开B端市场起到背书 作用。"宾堡相关业务负责人称。 21世纪经济报道记者贺泓源、实习生李音桦 面包市场继续分化。 桃李面包披露的财报显示，在2025年前三季度，该公司营收同比下滑12.88%至40.49亿元；归母净利润同比下滑31.49%至2.98亿元。其中，三 季度营收同比下滑11.64%至14.37亿元；归母净利润同比下滑35.05%至0.94亿元。 背后是，桃李面包面临全国性销售下滑。三季度，该公司分华北/东北/华东区域分别实现营业收入3.21/6.43/4.70亿元，分别同比下滑10.14%/下 滑14.24%/下滑8.25%。仅华中区域营收同比增长7.78%至0.60亿元。经销商数量上，前三季度，桃李面包净减少1个至974个。 作为对比，宾堡集团在华处于扩张期。 该公司披露，截至2025年第四季度，宾堡在中国的有效销售点数较去年同期取得明显提升。2025年至今，宾堡中国在电商、O2O、会员商店等 渠道生意增速显著。另据21世纪经济报道记者了解，宾堡在华营收大概率处于增长区间。 需要注意的是， ...

Group 1 - The core viewpoint of the article highlights the transformation of instant noodles from being perceived as unhealthy, high-oil, and high-salt products to a healthier, gourmet option that fits various modern consumption scenarios [1][2][4] Group 2 - The convenience food industry is undergoing a health-oriented transformation driven by consumer concerns over health impacts of fried products, leading to innovations such as non-fried processing techniques and the "three reductions" strategy (reducing oil, salt, and sugar) [2] - New technologies are being implemented to enhance flavor while reducing unhealthy ingredients, including the use of potassium chloride as a salt substitute and freeze-drying techniques to preserve the original taste of ingredients [2] Group 3 - Instant noodles have evolved from basic products to include premium ingredients like beef, eggs, and even luxury items like crab roe, with significant advancements in broth technology enhancing the overall quality [3] - Marketing strategies have also adapted, with brands collaborating on limited edition flavors and innovative packaging designs that cater to single-serving needs and health-conscious consumers [3] Group 4 - The usage scenarios for instant noodles have expanded beyond traditional contexts to include family meals, social gatherings, and even as a social medium in urban "noodle cafes," reflecting a shift in consumer behavior and lifestyle [4]

智通财经记者 | 马越 智通财经编辑 | 牙韩翔 受到疫情期间囤货的影响，康师傅在2020年的方便面营收达到295.10亿元，之后波动下滑，2024年为284.14亿元，复合增长率是-0.94%。而方便面所占康师 傅整体营收的比例也连续5年下滑，从2020年的43.64%下降至2024年的35.2%。 从商业逻辑上来说，外卖在菜品和口味多样性上远超过方便面，而且在近年来平台补贴等措施的加持下，客单价进一步降低，在场景和价格上都对方便面产 生一定替代。 年营收800亿元的康师傅帝国终于迎来了一场权力交接——现任首席执行官陈应让将于2025年12月31日服务合约满后正式退休，现年43岁、康师傅创始人魏 应州的三子魏宏丞将正式接任首席执行官一职，与现任董事会主席魏宏名形成"兄弟共治"格局。 这也意味着康师傅的掌舵人从职业经理人又回到了创始家族手中。 很多消费品二代接班人面临的相似问题是，企业营收规模尽管依然庞大且具有行业影响力，但也不可避免地在产品创新、渠道上遭遇挑战，而且也有不同程 度的品牌老化情况。二代接班人们普遍更具备国际视野和现代管理思维，但他们要在如何保持大企业体系平稳和创新改革上做出平衡。 魏宏丞进入康 ...

Core Viewpoint - The announcement of CEO Chen Yingrang's retirement and the appointment of Wei Hongcheng as the new CEO marks a significant shift in leadership at Master Kong, indicating a return of the Wei family to control after 11 years of professional management [1][6]. Leadership Transition - Wei Hongcheng, a member of the controlling Wei family and son of founder Wei Yingzhou, will take over as CEO effective January 1, 2026 [1][6]. - This transition signifies the end of the professional manager era at Master Kong, which has been in place for over a decade [6][7]. Business Performance Challenges - Master Kong's core businesses, instant noodles and beverages, experienced revenue declines in the first half of 2025, with sales down 2.5% and 2.6% respectively [8]. - The company reported a total revenue of 40.092 billion yuan, a decrease of 2.7% year-on-year, while net profit increased by 20.5% to 2.271 billion yuan [8]. - The beverage segment, which had seen consistent growth, faced a revenue decline of 2.6% to 26.359 billion yuan in the first half of 2025, raising concerns about the sustainability of its growth [7][8]. Historical Context - The Wei family began their entrepreneurial journey in 1958 with the establishment of Dingxin Oil Factory, leading to the eventual creation of Master Kong [2]. - The company successfully listed on the Hong Kong Stock Exchange in 1996 and has been recognized as one of Asia's top 50 listed companies by Forbes since 2008 [2]. Family Dynamics and Strategy - The Wei brothers maintained strong family cohesion, pooling resources into a family fund to support collective expenses, which has been crucial for the company's stability [3]. - Wei Yingzhou had been preparing for the succession of his sons since 2013, indicating a long-term strategy for family leadership [4][5]. Market Trends and Competition - The company faces internal challenges with a declining number of distributors and retail outlets, alongside external pressures from evolving consumer preferences towards healthier and more personalized products [7]. - The rise of alternative food options such as ready-to-eat meals and the decline of the "no-sugar tea" trend pose additional risks to Master Kong's market position [7].