10月1日，在瑞士格吕耶尔地区布罗克的凯雅巧克力博物馆，参观者品尝巧克力。新华社记者 连 漪摄 前不久，本版发布的《这些"好习惯"，其实不健康》《这些"健康食品"，吃起来要小心》，引发读者广 泛关注与热议。许多朋友好奇追问：生活中还有哪些常见的健康误区？有哪些看似不健康、实则有益的 习惯？有哪些所谓的"垃圾食品"，只要稍加改造、调整，也能变成营养均衡的健康餐？对此，北京清华 长庚医院全科医学科主任、主任医师王志翊进行了详细解读。 这些习惯，可能正保护着你 1.睡醒喜欢赖床 早晨醒来，总想在被窝里多待一会儿？其实，赖床并非坏事，而是对身体有益的"睡眠惯性"缓冲。人在 睡眠时，心率、呼吸会放缓，血压也会降低。如果猛然起身，可能会导致血压骤升，引发头晕，对于心 血管较为脆弱的人群而言，风险更大。赖床几分钟，能让身体各系统逐渐"开机"苏醒，完成从静态到动 态的平稳过渡。因此，刚睡醒时，不必急着起床，可以轻轻活动手脚、做几个深呼吸。这个简单的习 惯，能有效避免晨起意外，让新的一天开始得更安全、更从容。 2.起床不叠被子 起床不叠被子看似不整洁，实则有利于健康。睡眠时，人体会排出汗液和水汽，被子尤其是褥子会因此 变得潮湿 ...

凛冬之下，暗流涌动：经济下行期的财富密码，藏在这八大领域 凛冬已至，经济的寒意渗透进每个人的生活。年初，我那985硕士毕业的表弟小林，踌躇满志地投出87份简历，最终却只收获了区区三个月薪不足6000元的 offer。他愁眉不展，连连抱怨"钱难赚"。然而，抬头看看楼下，95后宝妈李娜却靠着"社区团购 手工定制"，悄无声息地月入过万。这巨大的反差不禁让人深 思：真的是"钱难赚"吗？或许，我们更应该关注的是"钱往哪儿流"。 一番观察下来，我发现，在经济下行的大背景下，以下八大领域反而逆势而上，蕴藏着意想不到的财富机会： 1. "二手经济"的掘金时代：化腐朽为神奇 "二手经济"正以惊人的速度崛起。不起眼的光瓶酒，年销售额竟高达1500亿元！我认识一位朋友，专门在小区里回收旧家具，经过一番巧妙的翻新，原本无 人问津的旧桌椅，转手就能以原价的130%卖出。更有人专注于母婴和数码产品，通过专业的消毒和清洁，溢价甚至能达到80%。 3. "平价消费"的王者归来：精打细算，才是硬道理 压力如山，人们渴望寻找短暂的喘息之机。2025年春节档电影票房预计高达70亿，现象级游戏《黑神话：悟空》三个月狂销450万份，销售额突破15亿。 ...

研究报告 Research Report 30 Sep 2025 中国必需消费 China (Overseas) Staples 中国必选消费品 9 月成本报告：双节前成本指数波动较小 September CGCI: Cost indices fluctuated slightly before the Festivals [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | | | | 市盈率 P/E | | 股票名称 | 评级 目标价 | PE(2025E) | PE(2026E) | | 百威亚太 | Neutral 7.90 | 21 | 20 | | 华润啤酒 | Outperform 36.00 | 15 | 14 | | 海底捞 | Outperform 18.22 | 14 | 14 | | 康师傅 | Outperform 17.74 | 14 | 12 | | 中国飞鹤 | Outperform 7.00 | 8 | 8 | | 颐海国际 | Outperform 18 ...

县域发展的"天花板"有多高？答案藏在一份报告里。 招商引资是促进区域经济高质量发展的切入点、突破口。新的发展周期，尤其需要吸引更多社会资本投 资区域发展。 "新郑是通过招商引资成长起来的城市。"新郑市委主要负责人表示，立足新的发展阶段，更加需要招大 引强、做大增量，推动高质量发展行稳致远。 打造招商"强磁场"，激活发展新引擎。近年来，新郑市把招商引资作为推动经济发展的"一号工程""一 把手工程"，立足现代食品、装备制造、生物医药"两主一新"产业定位，扎实开展特色载体招商、产业 生态链招商、场景招商，精准靶向"大招商、招大商"，切实提升经济发展能级。 2025年是新郑市招商引资突破年。从春到夏，再到秋，新郑招商团队步履不停，南下长三角、珠三角地 区招商推介、共谋合作。 放在时间轴线上审视，更能看清新郑在招商引资求突破上的一路奔忙。 近日，2025年中国中小城市高质量发展指数研究成果发布，全国百强县市多项榜单一并揭晓。 在诸多榜单上，新郑都赫然在列。其中，全国综合实力百强县市排名跃升至第35位，在全省入围县市中 居第一。这也是新郑市在此榜单上连续15年名列全省第一。 "综合实力比拼的不光是经济指标，还有创新驱动、 ...

Core Insights - The convenience noodle industry is facing challenges due to the rise of alternative products and changing consumer preferences, leading to a decline in the appeal of instant noodles [1][10] - Brands are resorting to promotions to boost sales, resulting in a dilemma of "no sales without promotions, no profits with promotions" [2][6] - Rising raw material costs and increased competition are squeezing profit margins, with many brands experiencing revenue growth without corresponding profit increases [3][5] Cost Challenges - High raw material costs are a significant issue, with key ingredients like flour and palm oil experiencing price volatility, impacting overall production costs [3][4] - The cost structure of instant noodles includes approximately 35% for raw materials, 20% for packaging, 25% for production, and 20% for logistics, all of which are under pressure from rising costs [3][4] - The industry is seeing a general increase in costs over the past decade, with raw material and production costs rising by 30%-65% [3][4] Market Dynamics - The convenience noodle market is entering a phase of stagnant or declining sales, with a reported decrease of 4 billion packages from 2020 to 2023 [5] - Brands are engaging in price wars and aggressive promotions, which further erodes profitability and creates a cycle of high investment with low returns [5][6] - Consumer loyalty is declining as frequent promotions lead to a reliance on short-term incentives rather than product value [6] Global Expansion - The trend of international expansion is evident, with significant growth in exports, particularly to the U.S. and African markets, although challenges such as tariffs and supply chain issues persist [7][8] - Brands like Nongshim and Samyang are benefiting from overseas sales, but they also face increased costs due to tariffs and logistical challenges [7][8] Consumer Behavior Changes - Changing consumer habits, including the rise of food delivery services and health-conscious eating, are negatively impacting instant noodle sales [10][11] - The popularity of high-speed rail has also reduced the demand for instant noodles as a travel food option [10] - Consumers are increasingly concerned about the health implications of instant noodles, leading to a shift towards healthier alternatives [10][11] Innovation and Product Development - Brands are attempting to innovate by introducing non-fried options and enhancing nutritional value, but many still struggle to change consumer perceptions [11][14] - There is a need for brands to embrace new consumption scenarios and extend product lines to meet diverse consumer needs [16][17] - The industry is shifting from a focus on volume to a focus on value, emphasizing quality and consumer experience over mere sales growth [14][15] Supply Chain Resilience - The importance of robust supply chain management is highlighted, with brands needing to localize production to mitigate costs and improve efficiency [12][13] - The industry is moving towards smart supply chain solutions, utilizing technology for better inventory and procurement decisions [13]

Group 1 - Henan has established itself as a crucial grain production area, focusing on food security and enhancing crop yields through technology and management [1][3] - The province has developed a diversified food supply system, with significant production in oilseeds, edible fungi, and livestock, leading to the establishment of 18 industrial chains [3][25] - Henan's food industry has evolved from being a grain storage hub to a significant player in the global food market, producing a variety of products including traditional and emerging snacks [5][10] Group 2 - The production of spicy strips in Henan has reached over 10 billion packages annually, supported by 75,000 tons of high-quality wheat flour [10][12] - The establishment of wheat industrial alliances has ensured stable raw material supply for food companies, enhancing their market confidence [12][14] - The province is transitioning from primary processing to deep processing in the food industry, with government support for technological advancements [16][19] Group 3 - The Central Plains Food Laboratory has become a key driver of innovation, collaborating with enterprises to develop healthier food processing techniques [19][22] - Henan produces a significant portion of various food products in China, including half of the country's ham sausages and three-fifths of dumplings [25] - The province is enhancing its meat processing capabilities and implementing modern cold chain logistics for meat products [29][31] Group 4 - New food products like spicy strips and tea beverages are gaining popularity, with some brands expanding internationally [33][35] - The government is facilitating brand promotion and consumer engagement through various activities and logistics improvements [35][38] - The number of large-scale agricultural processing enterprises in Henan has reached 6,103, with plans for further technological integration in the food sector [38]

据央视新闻，台风"桦加沙"以每小时20公里左右的速度向西偏北方向移动，将于24日在广东深圳到徐闻 一带沿海登陆。 "台风天广东人最后的倔强，誓死不吃辣椒。"近日，广东江门吴女士来到超市准备购买一点物资，发现 除辣椒之外，其他物资基本都已被抢购一空。 吴女士介绍，22日下午6点左右下班之后，想着去超市买点菜，"结果发现全部都已经抢购完了，基本上 一扫而空，只剩下辣椒。当时一看到这个情景就拍下来了，辣椒在那里真的没有人买，路过的人都直接 走了去买别的东西，看都不看一眼。" mmm milling will （潇湘晨报） ssimily mom and timmy 吴女士拍摄的视频显示，超市的蔬菜区，大多物品都已被抢购完，但辣椒还剩余不少，"我当时还没去 泡面区，后来我看到有网友拍视频，方便面的话也是只剩下那些辣味的没有卖完。" 最终，吴女士什么也没有买到，"广东人其实最喜欢吃的就是绿叶菜，视频里面所有的绿叶菜都已经卖 光了，只剩下番薯，所以也没有抢到什么物资，家里肉还有一些。按照以往的经验来说的话都比较重 视，如果这么大台风的话，一般我们都会提前做好准备的，但没想到这一次大家意识这么强，提前两天 开始就把所有的物 ...

Core Viewpoint - The article discusses the impact of Super Typhoon "Haikui" approaching the western coast of Guangdong, leading to increased consumer demand for emergency supplies in Shenzhen, particularly in supermarkets and online platforms [1][3]. Group 1: Supermarket Response - Supermarkets in Shenzhen, such as Hema and Tianhong, have reported a significant increase in orders, with fresh produce and meat supplies running low due to heightened consumer purchasing behavior [3][13]. - Tianhong has adjusted its supply plan, increasing the stock of water, vegetables, and meat by 2-3 times, and has implemented emergency replenishment measures to meet the demand [3][13]. - Hema is also preparing for the storm by increasing its overall stock by over 80% for essential items like vegetables, meat, and grains, while ensuring cold chain logistics are in place [13]. Group 2: Online Shopping Trends - Online grocery platforms, such as Pupu Supermarket, have experienced a surge in demand, with fresh vegetables selling out quickly, prompting the company to increase stock levels by over 20% for staple goods [5]. - Pupu has committed to multiple daily restocks to keep up with demand, while advising consumers to check various platforms for availability [5]. - Supermarkets are enhancing their online operations by adding staff for order fulfillment and adjusting delivery schedules based on weather conditions [13].

Group 1 - The core point of the article highlights the downfall of the ice cream brand Zhong Xuegao, which has officially filed for bankruptcy after previously achieving remarkable sales of 1 billion yuan and a valuation nearing 4 billion yuan just four years ago [1] - The article discusses the rise of the spicy hot pot dish, which has transformed from an affordable meal option to a luxury fast food item, reflecting a significant price increase and changing consumer perceptions [5][9] - The spicy hot pot market has seen rapid growth, with over 30,000 stores nationwide and a market size reaching 20 billion yuan by the end of 2024 [9][22] Group 2 - The article notes that the spicy hot pot has become a popular choice among consumers, despite its rising prices, due to its unique flavor and social dining experience [37][40] - It emphasizes the psychological tactics used by restaurants to create a perception of affordability, such as misleading pricing units that can lead to unexpectedly high bills [17][19] - The article points out the lack of a leading brand in the spicy hot pot sector, despite the proliferation of stores, indicating a need for a standout product to enhance brand recognition [34][36]

Core Viewpoint - The report from Huaxin Securities indicates that Master Kong Holdings (00322) is focusing on high-quality development and market competitiveness, despite a slight decline in total revenue for H1 2025 [1][2] Financial Performance - Total revenue for H1 2025 is reported at 40.092 billion yuan, a decrease of 3% year-on-year [1] - Net profit attributable to shareholders is 2.271 billion yuan, an increase of 20% year-on-year [1] - Adjusted net profit attributable to shareholders is 2.112 billion yuan, an increase of 12% year-on-year [1] - The company’s gross margin improved by 2 percentage points to 34.46% due to cost structure optimization and enhanced operational efficiency [1] Business Segmentation - Instant noodle business revenue decreased by 3% to 13.465 billion yuan, influenced by market pressure and product structure adjustments [2] - Beverage business revenue also decreased by 3% to 26.359 billion yuan, with gross margin increasing by 2 percentage points to 37.68% due to favorable raw material costs and improved management efficiency [2] - Other business revenue saw a significant decline of 17% to 0.268 billion yuan, but gross margin increased slightly by 0.1 percentage points to 51.55% [2] Strategic Initiatives - The company is enhancing product differentiation and upgrading its offerings, focusing on high-end products and innovative flavors to attract younger consumers [2] - New product launches, such as the sugar-free green tea "Fresh Green Tea," have quickly gained popularity, indicating effective market penetration strategies [2] Earnings Forecast - The adjusted earnings per share (EPS) for 2025-2027 are revised to 0.76, 0.81, and 0.86 yuan respectively, with the 2025 forecast slightly adjusted from previous estimates [1]