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美团单日订单破1.2亿创新高,海融科技等食品饮料股集体涨停
Jin Rong Jie· 2025-07-07 04:24
7月7日早盘,食品饮料板块表现突出。海融科技开盘后迅速封涨停,佳禾食品同样涨停。香飘飘、一致 魔芋、欢乐家、熊猫乳品等个股紧随其后上涨。 市场消息显示,7月5日美团单日零售订单创下历史新高。该平台当日订单量达到1.2亿单,其中餐饮订 单超过1亿单。这一数据反映出外卖消费需求的强劲增长。 海融科技作为植脂奶油领域的重要企业,主要从事烘焙食品原料的研发与生产。公司产品涵盖奶油、巧 克力、果酱等多个品类,广泛应用于烘焙及餐饮行业。据悉,该公司在中国植脂奶油市场占据重要地 位。 与此同时,港股市场新茶饮相关股票也出现集体上涨。茶百道、古茗、蜜雪集团、沪上阿姨等个股均有 不同程度涨幅。这一现象与内地外卖平台订单量激增形成呼应。 浓缩果汁企业国投中鲁同样录得一字涨停。该公司近期披露重大资产重组预案,计划收购中国电子工程 设计院全部股权。交易完成后,公司业务将从传统果汁向电子工程领域延伸。 食品饮料板块的活跃表现,体现了市场对消费复苏的乐观预期。外卖订单量的历史性突破,为相关产业 链企业带来积极信号。上游原料供应商受益于下游需求增长,股价表现相对强势。 海融科技股价的快速拉升,反映出投资者对新式茶饮产业链的关注度提升。公司 ...
三农会客厅丨青年科学家石爱民:植物蛋白的创新路
Huan Qiu Wang Zi Xun· 2025-05-28 07:06
Core Viewpoint - The article emphasizes the growing importance of plant-based proteins in modern diets, highlighting their role in promoting health and environmental sustainability [3][4]. Industry Insights - China is a major player in the oilseed planting, processing, and consumption sectors, with technological innovations potentially increasing raw material utilization by over 20 times [3]. - Plant proteins are seen as a key solution to meet future protein demands and to reduce agricultural carbon emissions, aligning with China's dual carbon goals [3][4]. Technological Advancements - The production process of plant-based foods is more environmentally sustainable, reducing land use and water consumption [4]. - Significant breakthroughs have been made in peanut protein processing, with a focus on enhancing the value of peanut protein, which is currently underutilized [4]. - The development of high solubility plant protein powders and new plant-based cream products has been achieved, with applications in various food products like ice cream [4]. Future Directions - Future breakthroughs in plant protein are expected in four key technological areas: green extraction, functional modification, texture reconstruction, and nutritional enhancement [4]. - High moisture extrusion and 3D printing technologies are anticipated to drive explosive growth in plant-based meat, egg, and dairy products [4]. International Collaboration - The team has engaged in frequent collaborations with research institutions in Europe, Central Asia, and Africa, focusing on demand-driven solutions [5]. - A global scientific initiative for peanut quality evaluation has been launched, enhancing China's influence in the global peanut industry [5]. Research and Development Focus - The choice to focus on plant protein processing is driven by national strategies and industry needs, with a strong emphasis on technological innovation [6]. - The integration of basic research and industrial application is crucial for sustainable development in the plant protein sector [6].