你家厨房的金龙鱼，最近悄悄逆袭了。 就在半年前，这家国民粮油巨头还深陷舆论漩涡：不实言论质疑产品质量，社交媒体话题阅读量超10亿 次，品牌首选率从58%暴跌至27%；市值较历史高点缩水超30%，甚至被MSCI从中国指数剔除；据金龙 鱼2024年6月投资者关系活动记录（智通财经2024年6月报道），经销商和终端门店囤货意愿不强、持观 望心态，子公司诉讼风波更是让质疑声浪达到顶峰。 但谁也没想到，短短几个季度，金龙鱼用一份超预期的财报击碎了所有唱衰：2025年前三季度净利润同 比大增92.06%，扣非净利润暴涨745.88%，经营活动现金流净额高达275.97亿元（数据来源：益海嘉里 金龙鱼食品集团股份有限公司2025年第三季度报告、智通财经2025年10月31日报道）。更关键的是，它 不仅走出了信任危机，更在行业转型的浪潮中找到了全新的增长曲线。 今天我们就深挖：深陷信任与业绩双重困局的金龙鱼，为何能凭产品创新逆势突围？那些征服全球采购 团、引爆市场的创新产品，到底藏着怎样的破局智慧？ 创新破局1：经典迭代+技术突破，把老爆款做成常青树 在粮油行业同质化严重、价格战胶着的困境中，金龙鱼的第一个破局思路的是：不丢 ...

12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、上市 公司、媒体等领域数百位相关领导和重磅嘉宾。会上，第十四届金融界"金智奖"年度评选结果重磅揭晓，金龙鱼荣获"上市公司韧性发展"奖项。 责任编辑：钟离 作为粮油食品行业的领军企业，金龙鱼深耕主业三十余载，始终以稳健的战略布局与敏锐的市场洞察力应对行业波动，其发展韧性在业绩表现、创新转型与 责任践行中全面彰显。业绩层面，企业已实现从前期调整到稳步复苏的关键跨越，今年前三季度累计实现营业收入1,842.70亿元，同比增长5.02%；归母净 利润达27.49亿元，同比增幅高达92.06%，向市场传递出积极信号。 1991年，第一瓶金龙鱼小包装食用油上市，推动消费者从吃散装油向吃安全、卫生的小包装油转变；2002年，第二代调和油开启食用油行业"营养均衡"革 命；再到稻米油、6步鲜大米、"零反"系列食用油等多款创新产品的相继落地，金龙鱼始终聚焦核心竞争力培育，在研发创新与质量安全领域精耕细作。面 对银发经济崛起与健康需求升级的市场趋势，金龙鱼于2025年4月顺势推出大健康品牌 ...

（来源：中国国际进口博览会） 用乐高积木打造的上海街景 "中国白·德化瓷"主题展馆展出的德化瓷器，润如玉、明如镜、薄如纸、声如磬。 从乐高玩家到头部经销商 在以"更高品质、更好生活"为主题的消费品展区，一系列消费新题材、新场景集中登台，吸引来往客商的注意。 承载着一代人童年记忆的乐高，此次在展台上打造出一座"玩乐之城"，勾勒上海的标志性建筑与日常街景。乐高中国还携5款全球首发新品亮 相，其中不乏骏马鸿图、迎财爆竹等演绎中国传统文化的产品。"我们欣喜地看到，这些以中国传统文化为灵感的产品套装，不仅深受中国消 费者喜爱，也吸引了全球众多对中国文化感兴趣的儿童和家庭。未来，我们将继续深入挖掘中国传统文化的精髓，推出更多与中国消费者息息 相关、能够引发情感共鸣的产品。"乐高中国总经理马世宁说。 在福建，有一家因热爱乐高而诞生并"走红"的企业——三明市森晓森玩具有限公司（以下简称"森晓森"）。公司创始人杨一杠本是一名短视频 博主。2020年，她将自己沉浸式拼搭乐高的视频发布至社交媒体，不到半个月时间便收获了20万粉丝。由此，她渐渐发掘出热爱背后蕴藏 的"生意经"。 2022年，在三明商务部门的邀请下，杨一杠和丈夫陈晓磊 ...

12月20日，第四届中国营养师发展大会在珠海国际会展中心隆重启幕。作为营养健康领域的年度标杆盛会，本届大会汇聚了全国顶尖的营养专家，聚焦行业 最新动态与前沿实践，共商专业标准提升之路，共谋行业发展破局之策，为全民健康注入坚实的专业动能。 第四届中国营养师发展大会在珠海举行 健康中国的实现，既需要产业端的产品创新，也需要服务端的人才支撑。本次大会的一大亮点，便是益海嘉里金龙鱼宣布由金龙鱼慈善公益基金会捐赠150 万元设立"中国营养学会—丰益堂营养师助航基金"，以公益力量破解人才瓶颈，为健康中国筑牢人才根基。 在营养师公益基金发布仪式上，中国营养学会理事长杨月欣教授、中国营养学会常务副理事长马爱国教授、益海嘉里金龙鱼公共事务部执行总监姜元荣博士 等共同启动这一助力行业发展的公益项目。 "中国营养学会—丰益堂营养师助航基金"正式发布 人才破局，公益基金打通科学膳食落地通道 "健康中国2030"战略的深入推进，正在重塑国民健康认知与食品消费逻辑。目前，以益海嘉里金龙鱼为代表的粮油食品企业，已推出多款获得国内营养专家 认可的健康功能性产品。但产业升级的深层挑战，不仅在于生产端的研发创新，消费者对健康功能性食品的认知偏差 ...

Core Insights - The article highlights the increasing consumer demand for health-oriented products, with Golden Dragon Fish showcasing its new health-focused offerings at the China International Import Expo [1][3][6] - The company aims to align with national health initiatives, particularly the "Healthy China 2030" plan, by introducing products that cater to specific dietary needs [3][6] Product Offerings - Golden Dragon Fish presented a range of health products including plant sterol soy milk, low GI rice flour, and instant wheat germ, targeting consumers with specific health concerns such as obesity and diabetes [3][4] - The products are designed to meet the needs of various demographics, including those with high cholesterol and blood sugar management requirements [4][6] Strategic Partnerships - During the expo, Golden Dragon Fish secured partnerships with companies like Qilu Pharmaceutical and Tmall Supermarket, with a total signed amount exceeding $11 billion [6] - The company is responding to a significant market need, with over 400 million overweight individuals and more than 300 million cardiovascular patients in China [6] Market Potential - The health industry in China is projected to reach a market size of 13.4 trillion yuan by 2025, further increasing to 29.1 trillion yuan by 2030 [6] Food Safety Commitment - Golden Dragon Fish emphasizes food safety as a foundational principle, ensuring that its products meet stringent quality standards, including compliance with EU regulations [7][9] - The company is committed to enhancing nutritional value while minimizing artificial additives in its products [9] Technological Innovation - The company has established an AI technology application team to enhance operational efficiency across its supply chain, from procurement to sales [10][13] - Golden Dragon Fish is implementing a rice circular economy model, maximizing the value of rice by-products, which could significantly reduce the pressure on oil imports [13] Strategic Transformation - The company's participation in the expo reflects its strategic shift from a grain and oil giant to a leader in the health industry, leveraging its full industry chain advantages and continuous technological innovation [13]

Core Insights - The eighth China International Import Expo (CIIE) showcased 461 new products, technologies, and services, highlighting innovations such as humanoid robots and autonomous vehicles, which depict a vision of future living [1][2][4] Group 1: New Product Launches - The expo featured a significant number of global debuts, with over 200 new products, nearly half being world premieres, indicating a clear trend towards high-tech and innovative solutions [2] - Notable launches included L600, the world's first full-size tilt-duct wing eVTOL with a range of 600 kilometers, and Philips' AI lighting solutions for personalized home experiences [2][4] - Health-focused innovations were also prominent, such as Medtronic's closed-loop rechargeable spinal nerve stimulation system and BD's closed-system intravenous catheter [2] Group 2: AI and Robotics Integration - The integration of AI in consumer products was a key theme, with various companies showcasing AI-driven solutions for home management and healthcare, such as Samsung's AI Home system and GE Healthcare's surgical robots [5][6] - Humanoid robots demonstrated capabilities in various tasks, attracting significant attention and showcasing the potential for AI in everyday life [5][8] Group 3: Health and Wellness Trends - The expo emphasized health management, with companies like Boston Scientific and Novo Nordisk introducing innovative products aimed at weight management and obesity awareness [7] - The concept of "proactive health" was introduced, encouraging consumers to shift from reactive to proactive health management, with a focus on low-fat and high-protein food options [7] Group 4: Emotional and Pet Economy - The emotional value of products was highlighted, with brands targeting younger consumers who prioritize emotional connections in their purchases [10] - The pet economy was also a focus, with a dedicated area for pet products, reflecting the growing trend of pets as family members, projected to exceed 811.4 billion yuan by 2025 [12]

Core Insights - The eighth China International Import Expo (CIIE) took place from November 5 to 10, showcasing over 2,000 enterprises, marking the largest scale in its history [1] - The theme of this year's expo was "From Global Farms to Chinese Tables," highlighting the journey of food across borders [1] - The event coincided with China's "Weight Management Year," reflecting a shift towards healthier and lighter food options among Chinese consumers [1] Company Highlights - Yihai Kerry Arawana Holdings, a long-time participant, showcased its "Golden Dragon Fish Fengyi Hall" functional products, emphasizing health and safety in food [1][2] - The company introduced plant sterol protein milk and glycerol diester oil, targeting health-conscious consumers and aligning with national health initiatives [2] - Louis Dreyfus Company presented its "Soyadoc" specialty feed protein brand, focusing on enhancing animal nutrition and health through innovative products [3] - Cargill displayed a range of innovative products, including new frying oils and functional ingredients, to meet the diverse health needs of Chinese consumers [4]

Group 1 - The core theme of the news is the significant role of the China International Import Expo (CIIE) in facilitating trade and cultural exchange between China and international businesses, exemplified by the participation of companies like Charoen Pokphand Group and Yihai Kerry Arawana Holdings [1][4] - Charoen Pokphand Group showcased 231 products across 20 business sectors at the CIIE, highlighting its commitment to innovation and responsiveness to market demands [1] - The company has been participating in the CIIE for eight consecutive years, emphasizing its long-term strategy to integrate with the Chinese market and promote bilateral trade [1][4] Group 2 - Yihai Kerry Arawana Holdings presented its innovative agricultural practices and functional food products, aligning with the "Healthy China" strategy [2][4] - The company signed significant orders with overseas suppliers during the expo, indicating its role in enhancing global supply chains and agricultural development [4] - Both companies illustrate the transformation of Chinese businesses from mere importers to active participants in global trade, leveraging the CIIE as a platform for growth and innovation [4]

Core Insights - The eighth China International Import Expo (CIIE) is being held in Shanghai from November 5 to November 10, showcasing Yihai Kerry's Golden Dragon Fish and its parent company, Wilmar International, under the theme of "Empowering the Entire Industry Chain with Technology to Create a New Era of Health Industry" [1] - Yihai Kerry has been deeply involved in the grain and oil food industry for over 30 years, focusing on product quality and innovation, and has launched a health product system that emphasizes safety and functionality [1][2] - The company has introduced a new health brand, "Golden Dragon Fish Fengyi Tang," which features functional products aimed at addressing specific health needs, such as plant sterol protein milk for those with abnormal blood lipids and glycerol diester oil for overweight individuals [1][2] Product Development and Innovation - The "Golden Dragon Fish Fengyi Tang" brand is rooted in Chinese dietary culture, emphasizing the integration of food and medicine, and aims to meet the health needs of specific populations through functional foods [2] - A project led by Yihai Kerry's R&D center won the first prize at the China Nutrition Society Science and Technology Award, highlighting the company's research depth in the nutrition and health sector [2] - The company is also leveraging its global supply chain to introduce a range of imported products, including high-protein milk and baking products, which have attracted significant attention at the expo [2] Sustainable Practices and Industry Expansion - Yihai Kerry is showcasing its innovative agricultural practices, particularly through the display of rice oil and fresh rice, which illustrate the full value development process of rice [3] - The company is implementing a circular economy model in rice production, maximizing the value of all by-products, which helps reduce reliance on oil imports [3] - Yihai Kerry has established nine central kitchen parks in various cities, promoting resource sharing among upstream and downstream enterprises, thus enhancing the efficiency of the food production chain [3]

Core Viewpoint - Jinlongyu (300999) reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong performance in its core business segments [1] Financial Performance - For the first three quarters, the company achieved operating revenue of 184.27 billion yuan, a year-on-year increase of 5.02% [1] - The net profit attributable to shareholders reached 2.749 billion yuan, up 92.06% year-on-year [1] - In Q3 alone, operating revenue was 68.588 billion yuan, reflecting a 3.96% year-on-year growth, while net profit surged by 196.96% to 999 million yuan [1] Business Segments - The kitchen food and feed raw materials and oil technology segments both saw year-on-year growth in revenue and profit [1] - The kitchen food segment benefited from new factory capacity and expanded sales channels, leading to increased sales [1] - Profit growth in the kitchen food segment was driven by significant improvements in flour and rice business performance, along with a rebound in sales prices of oil products [1] - The feed raw materials and oil technology segment experienced strong demand from the aquaculture industry, contributing to a substantial increase in soybean crushing profits [1] Health and Nutrition Initiatives - Jinlongyu has proactively positioned itself in the health and nutrition sector, aligning with national strategies such as "Healthy China 2030" [2][3] - The company launched the "Jinlongyu Fengyitang" health brand in April, focusing on functional foods that cater to specific health needs [2] - The company has developed a product matrix that includes plant sterol protein milk and glycerol diester oil, targeting consumers with health concerns [3] Marketing and Promotion - Jinlongyu initiated a "Health Month" campaign to promote health knowledge and products, collaborating with local hospitals and organizing sports events [3] - The company will showcase its health-themed products at the upcoming China International Import Expo, emphasizing its commitment to innovation in the health food sector [4] Product Diversification and Partnerships - The company has established a comprehensive industry presence with advanced processing technology and a robust quality management system [5] - Jinlongyu is focusing on customized products in collaboration with major retailers, enhancing its market position [6] - Successful partnerships with retailers like Pandonglai have led to the launch of popular customized products, further solidifying the company's market advantage [6]