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重金押注长江存储、中晟微,养元饮品和金字火腿开讲“芯故事”
3 6 Ke· 2025-10-11 11:57
通过养元饮品披露的《对外投资公告》,可以看到长控集团(长江存储科技控股有限公司简称)主营存 储芯片设计与制造,在2023年实现净利润5.31亿元,不过在2024年1-9月亏损8421万元。 当创立31年之久的金字火腿、有着28年历史的六个核桃都不约而同押注"造芯"时,围绕这些传统企业的 跨界质疑一度甚嚣尘上,动辄数亿起烧的真金白银,究竟是在打肿脸充胖子?还是能带给企业新希望? 食品企业能玩转芯片? 2025年9月22日晚,金字火腿公告称,全资子公司福建金字半导体拟以自有或自筹资金不超过3亿元取得 中晟微电子(杭州)不超过20%股权。值得一提的是,标的公司上半年营收仅51万元,1-7月的净亏损 达到2037万元。 值得一提的是,金字火腿公告中提及的子全资子公司于今年7月28日成立,注册资本 1亿元人民币,也 就是说到今天满打满算也才3个月左右的时间,据公开资料,福建金字半导体有限公司主营业务包括集 成电路设计、制造及销售等。 也就是说,金字火腿布局半导体看起来并不像一时头脑发热,而是真的想在芯片细分领域分一杯羹的, 那为何要选择一家尚未盈利的芯片企业呢? 据中晟微电子官网资料显示,中晟微电子拥有全球一流的芯片设 ...
打造战略大单品,你的第一步永远永远永远是深挖并引爆用户的需求
Sou Hu Cai Jing· 2025-10-06 20:37
来源:市场资讯 (来源:何支涛) 无需求,不产品。 没有深刻需求洞察,更没有战略大单品! 打造战略大单品,你的第一步永远永远永远是深挖用户需求,原因很简单,货架上完全不缺产品,消费者常规的需求都已经满足,你如果不能做得更好, 消费者凭什么选你? 用户的需求分为冰山之上的需求及冰山以下的需求。 洞察需求,就是透过现象、行为看到的动机及欲望,找到客户未被满足的需求,或者潜在需求。 不同的时代客户的动机与欲望都在发生变化。 谁能提前把握消费需求的变化,深挖出新时代下未被满足需求或者潜在需求,或者老需求可以满足得更好,顺着需求的发展研发产品,谁就能创造出优秀 的产品。 这个时候,你就需要一个工具,分辨出哪些是真需求,哪些是伪需求?并且判断需求的优先级。 这个时候,你就需要用到KANO模型,让TA来帮助你: 1. 确认需求是否存在 2. 明确需求的优先级 3. 确定研发的优先级 冰山之上是显性需求,冰山之下是隐形需求。 01 冰山之下藏着客户的动机与欲望。 2. 期望型需求(One-dimensional):明确表达的需求(如手机续航时间),满足程度与满意度线性相关。 KANO模型,又称为狩野模型,是东京理工大学教授狩 ...
2025年第39周:食品饮料行业周度市场观察
艾瑞咨询· 2025-09-30 00:07
Group 1 - Consumer acceptance of prepared dishes varies significantly based on dining scenarios, with over 50% acceptance in fast food chains and only 8.8% in high-end restaurants, highlighting concerns over food safety and pricing [3] - The iced tea market is experiencing a resurgence, with brands like Nongfu Spring and Yuanqi Forest entering the space, focusing on "sugar reduction" and "carbonation" innovations, and the market is projected to reach 300 billion yuan by 2024 [4] - The global food and beverage industry sees PepsiCo reclaiming the top spot with revenues exceeding 90 billion USD, driven by product innovation and AI technology, while Nestlé and JBS follow closely [5] Group 2 - The rise of "supermarket canteens" and "restaurant supermarkets" reflects a trend towards blending dining experiences, driven by consumer demand for value and fresh ingredients, although it increases operational complexity [6] - The dairy market faces challenges with liquid milk experiencing a decline, while powdered milk and cheese show growth, indicating a shift in consumer preferences towards plant-based alternatives [8] - The tea beverage industry is shifting towards fast-moving consumer goods, with brands like Mixue Ice Cream rapidly expanding, while competition intensifies in lower-tier cities [9] Group 3 - Bamboo sugar and reed root water have emerged as popular health drinks, driven by trends towards natural, low-sugar products and cultural resonance, with a projected compound annual growth rate exceeding 88% over the next five years [10] - The night economy is becoming a significant growth driver for the restaurant industry, with cities like Shanghai and Chengdu seeing nighttime consumption rates reach 60% [14] - The tea restaurant sector is undergoing transformation due to innovation challenges, with a market size expected to exceed 300 billion yuan by 2025 [15] Group 4 - The bottled beverage market is seeing a rise in "construction site drinks," favored for their affordability and large volume, despite health concerns [16] - The ice cream market is diversifying, with mini and cultural-themed ice creams gaining popularity, reflecting a shift towards health-conscious and personalized consumption [17] - The instant noodle market is projected to grow, with China accounting for 37.2% of global demand, emphasizing the need for product innovation [19] Group 5 - The launch of a new high-end sugar-free tea by Master Kong sold out rapidly, indicating strong consumer demand for premium products in the sugar-free beverage market, which is expected to reach 401.6 billion yuan in 2023 [20] - The sugar-free beverage market is evolving, with consumers seeking transparency in ingredients and health benefits, leading to increased competition among brands [21] - Subway's collaboration with Michelin-star chefs to launch a new series of sandwiches reflects a deepening localization strategy in the Chinese market [22] Group 6 - Three Squirrels has introduced a new quality standard for pine nut products, aiming to enhance industry standards and meet consumer demand for high-quality nuts [24] - Wahaha's rebranding to "Wah Xiaozong" under the leadership of Zong Fuli aims to attract younger consumers while addressing compliance issues [25] - Zhou Hei Ya's promotional campaign targeting college students highlights efforts to regain market share amid declining revenues [26] Group 7 - The beverage brand Bawang Chaji has gained international recognition by winning multiple awards at the 2025 World Beverage Innovation Awards, showcasing the potential of Chinese tea brands [28] - Pupu Supermarket's launch of an affordable meal delivery service aims to capture market share in the competitive food delivery sector [29] - Yili's new concept store emphasizes fresh, made-to-order products, reflecting a shift in consumer preferences towards quality and innovation [30]
宣布债务重组计划 Beyond Meat(BYND.US)暴跌超28%
Zhi Tong Cai Jing· 2025-09-29 14:51
Beyond Meat正面临美国市场需求疲软、高食品价格及健康认知变化等挑战。分析师预计,公司在2026 年中前仍难实现持续盈利。 文件显示,约47%持有2027年到期11.5亿美元可转债的债权人已同意将其置换为2.03亿美元新债及3.26 亿股普通股。若所有债权人参与并转股,他们将持有公司88%股权。新债为"实物支付"债务,允许公司 以新债支付利息,年利率9.5%。 周一,植物肉生产商Beyond Meat(BYND.US)股价暴跌,截至发稿,该股跌超28%,报2.046美元。该公 司宣布一项债务重组计划,将通过债转股方式削减超8亿美元债务。 ...
美股异动 | 宣布债务重组计划 Beyond Meat(BYND.US)暴跌超28%
智通财经网· 2025-09-29 14:47
智通财经APP获悉,周一,植物肉生产商Beyond Meat(BYND.US)股价暴跌,截至发稿,该股跌超 28%,报2.046美元。该公司宣布一项债务重组计划,将通过债转股方式削减超8亿美元债务。 文件显示,约47%持有2027年到期11.5亿美元可转债的债权人已同意将其置换为2.03亿美元新债及3.26 亿股普通股。若所有债权人参与并转股,他们将持有公司88%股权。新债为"实物支付"债务,允许公司 以新债支付利息,年利率9.5%。 Beyond Meat正面临美国市场需求疲软、高食品价格及健康认知变化等挑战。分析师预计,公司在2026 年中前仍难实现持续盈利。 ...
德国大学食堂素食论战:个人道德选择还是资本逻辑扩展?
Xin Lang Cai Jing· 2025-08-27 06:57
Group 1 - The core argument of the article is that the rise of vegetarianism in Germany, particularly in universities and urban dining establishments, is driven more by capital logic and cost-cutting measures than by genuine ethical or environmental concerns [1][4][24] - The institutionalization of "vegetarian days" in university cafeterias has led to a division among consumers, creating a conflict between vegetarians and non-vegetarians, which is exacerbated by economic disparities among students [4][5][22] - The article highlights that the promotion of vegetarianism often serves as a facade for cost optimization, with institutions using environmental narratives to justify reduced options for low-income students [5][8][24] Group 2 - The vegetarian movement in Germany has transitioned from a niche lifestyle to a mainstream consumption pattern, with approximately 10% of the population adhering strictly to vegetarian or plant-based diets, and over 35% identifying as "flexitarians" [9][10] - Major food corporations, such as Nestlé and Unilever, have increasingly integrated plant-based products into their offerings, indicating a shift towards commercial interests overshadowing ethical motivations [10][11] - The article discusses how organic certification systems, originally intended to promote sustainable practices, have been co-opted by capital interests to enhance profit margins, often leading to a disconnect between marketing claims and actual practices [11][13] Group 3 - The operational efficiency of vegetarian menus in university cafeterias and popular bakeries is often prioritized over ethical considerations, as these menus simplify management processes and reduce compliance risks [15][20] - The article points out that the shift towards vegetarian options is not solely based on ethical choices but is also a strategic move to minimize operational costs and risks associated with handling animal products [20][24] - The narrative surrounding vegetarianism has transformed it into a moral symbol, where consumers are categorized as either "progressive" vegetarians or "backward" non-vegetarians, leading to a loss of genuine choice and increased social tension [21][22][25]
张照楠:让大豆上演“七十二变”
Ke Ji Ri Bao· 2025-07-23 01:01
Core Viewpoint - The article highlights the innovative advancements in plant-based meat products, particularly focusing on the transformation of soybean protein into high-quality meat alternatives that closely mimic the texture and juiciness of real meat [2][3]. Group 1: Technological Innovations - The research team has developed a new processing technology for high-moisture plant-based meat, addressing the industry's long-standing challenges of texture and moisture retention [2]. - Key technologies include the separation of soybean protein components, modification of functional groups, and the creation of new processing equipment for high-moisture extrusion [2][3]. - The team employs a unique gradient temperature and pressure control technique, allowing for flexible adjustments to maintain high protein content while simulating the fibrous texture and juiciness of animal muscle [2]. Group 2: Market Development - The plant-based lunch meat product has achieved industrialization and is performing well in online sales, particularly appealing to health-conscious consumers [3]. - The research team has established close collaborations with various companies in the fields of plant-based meat, milk, and beverages, indicating a strong market presence and potential for growth [3]. Group 3: Future Directions - The team is expanding its research into the field of plant fermentation, aiming to develop products such as plant-based yogurt and ice cream from soybean protein [3][4]. - The potential applications of soybean protein are vast, suggesting ongoing innovation and exploration in the plant-based food sector [4].
金字火腿再度易主:主力产品火腿毛利率下滑,频繁跨界收效甚微
Bei Ke Cai Jing· 2025-06-04 13:40
Core Viewpoint - The transfer of shares from Ren Guilong to Zheng Qingsheng has been completed, making Zheng the controlling shareholder of Jinzi Ham, which may lead to new strategic directions for the company [1][4][6]. Share Transfer Details - Ren Guilong transferred 145 million shares to Zheng Qingsheng, who now holds 11.98% of the company's shares and 18.83% of the voting rights, becoming the largest shareholder [1][5]. - The share transfer was valued at 870 million yuan [4][7]. Financial Performance - Since Ren Guilong took control in 2021, Jinzi Ham's revenue has been on a downward trend, although 2024 showed a year-on-year increase in revenue and net profit [2][12]. - In 2024, Jinzi Ham achieved approximately 344 million yuan in revenue, a 9.62% increase, and a net profit of about 62.17 million yuan, a 55.19% increase [13]. - Despite revenue growth, the gross margin for ham products decreased by 1.51% to 26.14% in 2024, indicating challenges in maintaining profitability [14][15]. Strategic Challenges - Jinzi Ham has been diversifying into various sectors since 2013, including mining, banking, e-commerce, and new energy vehicles, but these ventures have not significantly supported its performance [3][19]. - The company's total market value has halved from its peak, reflecting the impact of its strategic decisions [18][23]. Future Outlook - Zheng Qingsheng's background in real estate and automotive sectors raises questions about his ability to navigate the food industry, which may present both opportunities and risks for Jinzi Ham [7][9]. - The company plans to focus on cost reduction, sales expansion, and structural adjustments in 2025, with an emphasis on developing ham-related products [16][17].
金字火腿或再次易主,跨界战略仍未寻到“第二春”
Bei Ke Cai Jing· 2025-04-19 03:35
Core Viewpoint - Jinzi Ham Co., Ltd. is planning a share transfer that may involve a change in control, leading to a temporary suspension of its stock trading. The company has struggled to meet performance commitments since its founder sold shares in 2021, and recent profit increases have been attributed to asset sales rather than core business growth [1][11]. Financial Performance - In 2024, Jinzi Ham achieved revenue of 344 million yuan, a year-on-year increase of 9.62%, and net profit of 62.17 million yuan, up 55.19% from the previous year. However, the non-recurring net profit fell to 23.55 million yuan, a decline of 27.70% [2][3]. - The increase in net profit was primarily due to the sale of a 12.2807% stake in Zhejiang Yindun Cloud Technology Co., Ltd. for 428 million yuan, contributing an additional 26.26 million yuan to net profit [3]. Investment Strategy - Jinzi Ham has a history of diversifying into various sectors since 2013, including rare earths, banking, e-commerce, health, and new energy vehicles. However, many of these ventures have not been successful, leading to performance issues [1][6]. - The company has made significant investments in the AI and computing sectors, but faced challenges in achieving performance targets set in investment agreements with Yindun Cloud, which has struggled financially [4][5]. Market Position and Challenges - The company's core products, particularly ham and specialty meat products, have seen declining gross margins for four consecutive years, with ham's margin at 26.14% and specialty meat's at 7.67% in 2024 [14][15]. - Jinzi Ham is attempting to capture the young consumer market by launching innovative products, but its pre-prepared food offerings have been limited and are still in the trial phase [16][17]. Future Outlook - The company plans to enhance its product offerings and improve profitability through capital operations and market expansion, particularly in e-commerce and international markets [15][16]. - Despite the challenges, Jinzi Ham aims to develop new products and optimize its operations to recover from declining margins and improve overall performance [15][16].
从爆火到哑火,又一巨头退出中国:被捧上神坛的“人造肉”,快凉透了
创业邦· 2025-03-11 03:18
Core Viewpoint - The article discusses the decline of the plant-based meat industry, particularly focusing on Beyond Meat, which has faced significant revenue drops and operational challenges, leading to a halt in its operations in China and substantial layoffs [2][3][4]. Industry Overview - The plant-based meat sector initially gained momentum following Beyond Meat's successful IPO in 2019, which saw a 163% stock price increase on its first day, marking a significant moment in the industry [3][4]. - The rise of plant-based meat in China was fueled by collaborations with major food chains like KFC and Starbucks, which introduced various plant-based products to the market [8][12]. Market Dynamics - A surge in investment occurred in the plant-based meat sector in China from December 2019 to December 2020, with a reported 500% increase in investment events, accounting for 10% of the food and health product sector [11]. - Despite initial enthusiasm, the market has seen a decline in consumer interest, with many viewing plant-based meat as a novelty rather than a staple, leading to poor sales performance across retail and restaurant channels [4][16]. Consumer Sentiment - Consumer acceptance remains low, with only 32% of consumers in developed cities having tried plant-based meat, indicating a significant gap between awareness and actual consumption [16]. - A survey revealed that 74% of consumers are unwilling to repurchase plant-based meat products after initial trials, reflecting a negative perception of the product's health benefits and taste [17][18]. Challenges Faced - The high production costs and technical challenges in replicating the texture and flavor of real meat have hindered the growth of the plant-based meat industry, with many products failing to meet consumer expectations [17][19]. - Beyond Meat's financial struggles are exacerbated by the complexity and cost of its manufacturing processes, leading to increased losses and a challenging business model [19].