Core Insights - The 17th National Nutrition Science Conference in China focuses on "Nutritional Innovation - Promoting High-Quality Development of National Health," celebrating the 80th anniversary of the Chinese Nutrition Society with nearly 3,000 experts and scholars participating [1] - The 9th Chinese Nutrition Society Science and Technology Award recognized two projects for their technological innovation and social value, marking a breakthrough in the grain and oil industry [2][3] Group 1: Award-Winning Projects - The project "Key Technology Innovation and Industrialization of Soy Protein and Plant Sterols Based on Nutritional Health Needs" combines grain and oil processing with nutritional research, providing valuable scientific evidence for the Eastern population [3] - The project "Food Nutrition Digital Technology and Application Promotion" also received the first prize, showcasing a full-chain industrial research and development case [3] Group 2: Health Benefits of Plant Sterols - Plant sterols are praised for their health benefits, including lowering low-density lipoprotein cholesterol levels through a threefold mechanism [4] - Research confirmed that the combination of plant sterols and phospholipids improves lipid metabolism and antioxidant stress [4] Group 3: Product Development and Market Response - The "Golden Fish Fengyi Hall" brand launched by Yihai Kerry Golden Fish focuses on health management integrated into daily meals, responding to national health strategies [6] - The company has introduced various health functional products, including glycerol diester oil and plant sterol series, which have received positive feedback from consumers and experts [6] Group 4: Research and Development Investment - Yihai Kerry Golden Fish has invested billions in research since establishing its R&D center in Shanghai in 2009, forming a team of over 300 scientists [8] - The company collaborates with research institutions and universities to promote industry exchange and innovation, establishing the National Nutrition Research Fund to support collaborative projects [8][9] Group 5: Future Directions and Goals - The National Nutrition Research Fund aims to enhance nutritional supply capabilities and improve public health through targeted research projects [9][12] - Future projects will focus on functional food claims, dietary fiber analysis, and the development of health products for specific populations, contributing to the construction of a healthy China [12]

Core Insights - The 17th National Nutrition Science Conference of the Chinese Nutrition Society was held in Beijing, celebrating its 80th anniversary, with nearly 3,000 experts discussing "Nutritional Innovation - Promoting High-Quality Development of National Health" [1] - The 9th Chinese Nutrition Society Science and Technology Award recognized two projects for their technological innovation and social value, marking a breakthrough in the grain and oil industry [1][6] - The awarded projects focus on the industrialization of key technologies related to soybean protein and plant sterols, contributing to the upgrade of the entire industry chain and promoting the development of high-value health products [6] Project Highlights - The project "Key Technology Innovation and Industrialization of Soybean Protein and Plant Sterols Based on Nutritional Health Needs" fills a gap in clinical trial data for plant protein and chronic disease intervention in the Chinese population [6] - The project "Food Nutrition Digital Technology and Application Promotion" also received recognition, showcasing the successful transition from research to industry [6] Health Benefits of Plant Sterols - Plant sterols are recognized for their health benefits, particularly in lowering low-density lipoprotein cholesterol levels through competitive absorption with cholesterol [7] - Research confirmed the positive effects of combining plant sterols with phospholipids on lipid metabolism and oxidative stress, providing scientific evidence for their use in functional foods and dietary supplements [7] Product Development - The "Golden Fish Fengyitang" brand launched by Yihai Kerry aims to address health issues among overweight and obese populations, as well as cardiovascular disease patients, by integrating health management into daily meals [10] - The product line includes glycerol diester oil, plant sterol series, and low GI rice and flour products, which have received positive feedback from experts [11] Research and Development Investment - Yihai Kerry has invested significantly in research and development since establishing its R&D center in Shanghai in 2009, with over 300 scientists and thousands of patents [15] - The company collaborates with research institutions and universities to foster innovation and has established the National Nutrition Research Fund to support research projects [15][20] National Nutrition Research Fund - The fund has supported over 4,000 researchers and has initiated 40 research projects aimed at improving nutrition supply and health levels in China [16][20] - The fifth phase of the fund focuses on various research directions, including the development of functional foods and health claims [23]

Core Viewpoint - The grain and oil industry in the first half of 2025 shows a "stronger getting stronger" trend, with Yihai Kerry Golden Dragon Fish leading the market with significant revenue and profit growth, while other companies exhibit uneven performance [1][5]. Group 1: Company Performance - Yihai Kerry Golden Dragon Fish achieved a revenue of 115.7 billion yuan, a year-on-year increase of 5.67%, and a net profit of 1.756 billion yuan, up 60% [3][6]. - Among the 11 grain and oil companies, four reported both revenue and net profit growth, including Yihai Kerry Golden Dragon Fish, October Rice Field, Daodaquan, and Jinjian Rice Industry [2][5]. - Five companies experienced declines in both revenue and net profit, including Sukang Agricultural Development, Jingliang Holdings, Kemin Food, Xiwang Food, and Nanjiao Food [2][5]. Group 2: Industry Trends - The industry is witnessing a slowdown in capacity expansion due to external market pressures, with many companies adopting a more cautious investment strategy for new projects [8][9]. - Mergers and acquisitions within the industry are accelerating, with leading companies optimizing their asset structures to enhance core competitiveness [10][11]. - Health-oriented and high-end product development is becoming a clear trend, with companies launching organic, low-fat, and functional food products to explore new growth opportunities [12][13].

Group 1: Financial Performance - The company achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67% [1] - The net profit attributable to shareholders reached 1.76 billion yuan, representing a significant year-on-year growth of 60.07% [1] - In the second quarter, the company's net profit surged by 261% year-on-year, while total profit increased by 475% [1] Group 2: Business Segments - Both major business segments, kitchen foods and feed raw materials & oil technology, experienced year-on-year growth in revenue and profit [1] - The kitchen foods segment benefited from expanded sales channels and new factory capacity, leading to increased sales, with notable improvements in flour and rice business performance [1] - The feed raw materials & oil technology segment saw significant profit growth due to effective raw material procurement and strong downstream demand in the aquaculture industry [1] Group 3: Health and Product Innovation - The company is accelerating its layout in the health sector, integrating traditional "food therapy" concepts into product innovation [2] - The launch of the health brand "Jinlongyu Fengyitang" marks a strategic leap into the health food industry [2] - A range of health-oriented products has been introduced, including plant sterol protein milk and glycerol diester oil, catering to specific health needs [2] Group 4: Market Trends and Consumer Demand - Overall consumption in China has been improving, with a 5% year-on-year increase in retail sales of consumer goods in the first half of the year [3] - The "Healthy China" strategy is driving consumption upgrades, creating new opportunities in the food industry [3] - The company aims to leverage its core advantages in R&D, production, and supply chain to meet the diverse and evolving needs of consumers [3]

Group 1 - The core viewpoint of the news is that Jinlongyu has shown significant growth in revenue and profit in the first half of 2025, driven by its two main business segments: kitchen foods and feed raw materials and oil technology [1] - In the first half of 2025, Jinlongyu achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 1.76 billion yuan, a year-on-year increase of 60.07% [1] - The second quarter of 2025 saw a remarkable recovery in profitability, with net profit increasing by 261% year-on-year and total profit increasing by 475% year-on-year [1] Group 2 - Jinlongyu's kitchen food segment has benefited from the expansion of sales channels and networks, as well as the release of new factory capacities, leading to increased sales [1] - The feed raw materials and oil technology segment has seen significant profit growth due to favorable raw material procurement and sales rhythms, alongside strong demand from the aquaculture industry [1] - Jinlongyu has launched several customized new products in 2025, including organic millet and nutrient-rich vegetable noodles, which have strengthened its market position through deep insights into customer needs [1] Group 3 - Retailers like Pang Donglai and Sam's Club have successfully navigated challenges in the retail sector by focusing on product strength and consumer demand, leading to the emergence of popular private label products [2] - Jinlongyu's "Wanzhuang" brand soy sauce became a hit at Pang Donglai, leading to stock shortages, and the partnership has expanded to include customized oil products [2] - Jinlongyu collaborates with various retailers, including Sam's Club and Walmart, to offer customized products, enhancing its product matrix [2] Group 4 - Analysts note that customized product collaborations represent a "strong alliance," where supermarkets select products based on consumer demand, benefiting companies like Jinlongyu with strong R&D and supply chain capabilities [4] - Jinlongyu is actively upgrading its products in retail channels to meet the growing consumer demand for health and quality [4] - The company is accelerating its layout in the health sector, integrating traditional "food therapy" concepts into product innovation [5] Group 5 - Jinlongyu has launched a series of health-oriented products, such as plant sterol protein milk and glycerol diester oil, targeting specific health needs [7] - The introduction of low GI rice and other products aligns with the national "Weight Management Year" initiative, catering to health-conscious consumers [7] - The "Healthy China" strategy is driving a fusion of consumption upgrades and the pursuit of quality living, creating new opportunities for the food industry [7]

Core Viewpoint - The company, Jinlongyu, reported a significant increase in revenue and net profit for the first half of 2025, indicating strong performance across its business segments, particularly in kitchen foods and feed raw materials [1][10]. Financial Performance - Jinlongyu achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67% [1]. - The net profit attributable to shareholders reached 1.756 billion yuan, reflecting a substantial year-on-year growth of 60.07% [1]. - In the second quarter, the net profit surged by 261% year-on-year, while total profit increased by 475% [1]. Business Segments - Both major business segments, kitchen foods and feed raw materials & oil technology, experienced year-on-year growth in revenue and profit [1]. - The kitchen foods segment benefited from expanded sales channels and new factory capacity, leading to increased sales, with notable improvements in flour and rice business performance [1]. - The feed raw materials & oil technology segment saw significant profit growth due to effective raw material procurement and favorable downstream demand in the aquaculture industry [1]. Product Innovation and Customization - Jinlongyu launched several customized products for major retailers, including organic millet and nutrient-rich pasta, demonstrating its strong R&D and supply chain capabilities [3][5]. - The company has established long-term partnerships with leading retailers, enhancing its market presence through customized product offerings [4][5]. - The trend of "wide SPU, narrow SKU" is emerging, where retailers prefer a few high-quality products in each category, favoring companies like Jinlongyu with strong ODM capabilities [5]. Health and Wellness Focus - Jinlongyu is actively expanding into the health and wellness sector, introducing products that align with modern health concepts, such as plant sterol protein oil and low-GI rice [6][7]. - The company launched the "Jinlongyu Fengyitang" brand, focusing on functional nutrition derived from traditional Chinese dietary practices [6][9]. - The growing prevalence of chronic diseases and an aging population in China present significant opportunities for the health and wellness market [6][9]. Competitive Advantage - Jinlongyu has maintained its industry leadership for 15 consecutive years, supported by a robust supply chain network and advanced R&D capabilities [10]. - The company has 83 production bases nationwide, allowing for cost reduction and quick market response [10]. - Jinlongyu's commitment to quality is reinforced by stringent food safety standards and a significant investment in R&D [10]. Market Trends - The overall consumption landscape in China is improving, with a 5% year-on-year increase in retail sales of consumer goods in the first half of the year [11]. - The integration of consumption upgrades with the pursuit of quality and healthy diets is creating new opportunities for the food industry [11].

Core Insights - The shift in consumer dietary preferences has evolved from "eating enough" to "eating better" and now to "eating healthier" [1] - The demand for functional foods and beverages is rising, driven by increased health awareness among various consumer demographics [1] - The FBIF2025 Food Expo highlighted "functional value" as a key topic, with brands linking product positioning to specific health benefits [1] Industry Trends - The market share of functional beverages has shown a year-on-year growth of 13.57% from Q1 2024 to Q1 2025 [3] - Consumers are willing to pay a premium for foods with health-beneficial functional ingredients, with 20% of global consumers expressing this willingness [3] - Key opportunities in functional ingredients include emphasizing product quality, freshness, and value for money [3] Company Developments - Meiji is developing a drinkable acidic whey protein beverage to cater to post-exercise consumption, addressing challenges in taste and texture [4] - COFCO International has entered the health food sector with products like glycerol diester oil and plant sterol protein milk, focusing on cardiovascular health due to the high prevalence of related diseases in China [4] - The production of functional foods requires advanced technology and significant R&D investment to extract effective components from raw materials [4] Future Outlook - The functional food and beverage sector is expected to be a lucrative market, supported by national health initiatives like the "Healthy China 2030" plan [5]

New Consumption Overview - Morinaga Milk Industry launched a new functional yogurt drink in Japan, featuring the probiotic strain Bifidobacterium MCC1274, which may impact cognitive function [3] - Blueglass Yogurt introduced the 5.0 version of its "Good Night" collagen yogurt, adding DAG glycerol diester oil to its existing ingredients [3] - Yihai Kerry Arawana announced its strategic shift from traditional grain and oil to the health food sector with the launch of its "Arawana Fengyitang" brand [3] - 361° unveiled the "Sweet Classic" women's tennis series, designed for high-temperature sports and versatile wear [5] Investment and Financing - Lymow, a robotic lawn mower company, completed a Pre-A round financing of several million yuan to support product mass production and market preparation [7] - Mavi Robotics secured a B+ round financing of over 100 million yuan, aimed at core technology iteration and global market expansion [7] - Arca Continental, the third-largest Coca-Cola bottler in the U.S., announced a factory expansion in Texas with an initial investment of $74.9 million, totaling $168 million [9] Corporate Developments - Revlon appointed Dana Medema as the North America President, effective May 5, 2025, bringing extensive personal care management experience [11] - Ziyan Food announced plans to invest 500 million yuan in establishing a buffalo meat production and processing base in Nepal [14] - McDonald's in the U.S. reintroduced the McCrispy Chicken Tenders, marking the first new fixed menu item in four years due to consumer demand [15]

Group 1 - The article highlights various new bakery products and seasonal offerings from different brands, emphasizing creativity and unique flavors in the baking industry [1][2][3][4][5][6][7][9][11][13][15][17][19][21][23][25][27][29][31][33][35][37][39][41][43][45][47][49][51][54][56][58][60][62][64][66][68][70][72][74][77][79][81][83][85][87][89][91][92][94][96][98][100][102][104] Group 2 - The article mentions the collaboration of Starbucks with the band Mayday, introducing themed products and a special store design [106] - DQ has launched a new zero-sugar yogurt ice cream bowl, focusing on health-conscious consumers [107] - Bawang Tea has introduced new products nationwide, showcasing a blend of tea and art [108] - Kang Shifu has released a new salty milk tea, emphasizing quality ingredients [109] - Let Tea has partnered with Hema to launch a limited edition tea series [110] - Jinlongyu has entered the health food sector with new product lines [111] Group 3 - K Coffee has surpassed 1,000 stores in China, indicating rapid growth in the coffee market [112] - Mondelez reported a profit decline due to unprecedented cocoa costs, despite a slight revenue increase [113] - The tea brand Hu Shang A Yi has seen significant oversubscription in its recent IPO [114] - Nestlé plans to improve its nutrition reporting practices [115] - MoreYogurt has launched a new store format in Shanghai, focusing on yogurt-based products [116]

这是新消费智库第 2 6 2 3 期文章 新消费导读 1. 元气森林上新 霸气汽水 2. 霸王茶姬新品全国上新 3. 王老吉上线「闪充」电解质水 4. 宜简推出新品藿香可乐 5. 茉酸奶推出 MoreYogurt 牧场奶仓新店型 6. 王老吉乔迁大吉定制罐正式上线 7. 厨电品牌 Geek 获 4 千万卢比投资 8. 营养品牌 Good Monk 完成 200 万美元融资 9. 喜茶上新木姜子滇木瓜 10. 唐久上新自有品牌酸梅汤 11. 珀莱雅官宣品牌代言人易烊千玺 12. 蔻驰成为 WNBA 官方手袋合作伙伴 1. 元气森林上新 霸气汽水 13. 国货香氛品牌椿山闭店 . . . . . . 一周新品 元气森林官宣推出 " 霸气汽水 " ，有冰红茶汽水、冰红茶可乐两款产品。新品瓶身采用复古红 & 蓝色包装，冰红茶与碳酸气泡结合，带来 酸甜畅爽体验。 （食业头条） 2. 霸王茶姬新品全国上新 近 日，霸王茶姬宣布 "万象春和"新品全国上新。该产品有百香碧螺万象春和、及纯茶版万象春。同时，携手艺术家共同打造"万象春和"艺 术家款包材，上线"一起画春天"主题活动。 （ 小食代 ） 3. 王老吉上线「闪充」电解质 ...