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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
一.素食主义的"绿色面纱"与资本逻辑 近年来,德国高校与都市连锁餐饮场所纷纷将"素食主义"纳入其运营策略的核心,在环保、可持续、动保伦理等话语加持下,这一饮食趋势正获得前所未有 的制度化与规范化。作为典型案例,海德堡大学主校区的ZeughausMensa(老城主校区食堂) 每周已设立两天的"纯素食日"(VeganerTag),餐厅当天不再 提供任何动物性产品,包括鱼类、奶酪与蛋制品。柏林自由大学与柏林工业大学则更进一步,在校属食堂中推行占比高达68% 的纯素菜单,并强调其对"气 候校园"的积极贡献。 海德堡大学老城食 堂素食日一角,标签上写明了该餐品为纯净素食。 与此同时,城市街区中兴起的一家本地网红面包店(以下称"面包时光")也逐渐走红于社交媒体与可持续生活圈。这家面包店自开业以来便主打"全素产 品",包括三明治、蛋糕与酵母面包,并公开标榜其所有产品遵循德国"Bioland"有机标准,避免使用任何动物性原料。其宣传语中频频出现"从农田到面 包"的环保承诺、"以植物为主"的未来主义饮食观,以及诸如"为地球负责的每一口"的道德召唤。这类包装,使素食主义在当代德国迅速从个人选择演变为 社会潮流与商业语言。 然而, ...
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].