当广货遇见广 货，是风味，更 是天作之合_南 方+_南方plus 2026年开 年，"广货行天 下"春季行动火 遍全网。从佛山 家电专场到东莞 手机专场，从广 州服装专场，到 即将开展的食 品、汽车专场， 活动企业让利、 平台助推、直播 间人气爆棚，一 场场促消费盛 宴，让承载着广 东制造实力 的"广货"再次成 为焦点。 "广货"何以行天 下？回溯历史， 广东千年商贸基 因生生不息；着 眼当下，广东作 为制造业、农 业、旅游大省， 产业根基深厚。 我们熟知的是， 全球70%的消费 级无人机、40% 的智能手机，全 国40%的工业机 器人、80%的服 务机器人出自广 东；空调、电饭 锅、微波炉 等"广货"产量全 球第一。从"珠 江水、广东粮、 岭南衣、粤家 电"到智能家 电、新能源汽 车，"广货"以创 新与品质，铸就 了一块蜚声海内 外的"金字招 牌" 。 然而，"广货"的 版图远不止于工 厂流水线。在岭 南丰饶的热土 上，同样孕育着 一批令人骄傲 的"广货"，它们 是大自然与农人 智慧共同雕琢的 结晶。当硬核的 工业"明珠"遇上 鲜活的土地馈 赠，会碰撞出怎 样的火花？这不 仅是一次产品间 的巧妙搭配，更 而 ...

中新网广州2月1日电 题：广货出海记：一缕岭南味，万里故园情 中新网记者 王坚 从洛杉矶唐人街氤氲着陈皮清香的茶馆，到马来西亚家庭餐桌上软糯喷香的清远丝苗米饭，再到北美超 市冷柜中晶莹剔透的广式虾饺……无数跨越山海的广货，逐渐超越商品本身，成为海外华人联结故土最 直接的情感纽带、触手可及的文化符号与乡愁载体。 下 兰花进万家"活动现场。韶关市政府 供图 每一件漂洋过海的广货，都装着一段岭南故事，货通天下，情系万里。(完) "以前在美国，想喝一杯正宗的陈皮水都难。"新会陈皮村市场股份有限公司美国分公司负责人吴家雄的 感慨，道出了无数海外华人的心声。为了将这缕"岭南香"送上在美华人的餐桌，吴家雄的团队历时数 年，攻克技术难关，让新会陈皮首次以独立品类通过美国FDA(美国食品药品监督管理局)检测。 如今，陈皮村2025年在美销售额已突破1500万元人民币。更深刻的变化在于，在洛杉矶，"像中国人一 样泡陈皮水养生"正成为新的生活时尚，一句"Becoming Chinese"在社交网络上流行，标志着这缕岭南 香，从抚慰侨心的"解药"，悄然化身为吸引世界体验东方生活哲学的潮流"名片"。 同样精准切入华人情感"刚需"的，还 ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry**: Baijiu (Chinese liquor) and Soft Drinks - **Key Insights**: The Baijiu industry is nearing a bottom in terms of valuation, expectations, and holdings, with a potential turning point expected in Q3 2026. The soft drink market is showing strong performance from leading companies, with expectations for revenue growth above the industry average in 2026 [1][9]. Baijiu Industry Insights - **Market Dynamics**: The overall sentiment for Baijiu sales during the Spring Festival is cautious, with expectations of a year-on-year decline potentially reaching double digits. However, Moutai's significant price reduction may stimulate sales during low-frequency consumption scenarios [2][8]. - **Company Strategies**: - **Moutai**: Plans to stabilize overall product supply while adjusting the product mix to increase the availability of premium Moutai and 500ml Flying Moutai. This strategic shift is expected to have a profound impact on pricing and growth logic [4]. - **Luzhou Laojiao**: Focuses on maintaining stable apparent prices and ensuring stability in pricing, channels, and organizational structure to provide growth momentum during the recovery phase [5]. - **Investment Recommendations**: Companies such as Moutai, Fenjiu, and local brands like Gujing Gongjiu are recommended for their market share logic, while Wuliangye and Luzhou Laojiao are noted for their dividend security [1][8]. Soft Drink Market Insights - **Market Performance**: Leading companies in the soft drink sector are expected to maintain revenue growth above the industry average in 2026. Notable performers include Nongfu Spring and Dongpeng Special Drink, while Master Kong and Uni-President are seen as stable defensive investments [9][10]. - **Current Trends**: The market is experiencing significant competition, but leading companies are expected to leverage their channel and product advantages to maintain robust performance [9]. Tea Beverage Market - **Key Players**: Companies like Guming and Shanghai Auntie are rapidly expanding, with Guming planning to promote breakfast scenarios and Shanghai Auntie introducing coffee and health products. Both companies express confidence in same-store sales for 2026 [11]. Dairy Industry Insights - **Market Condition**: The dairy sector is currently experiencing weak demand but is expected to see a recovery in 2026. Companies like Yili, Mengniu, and New Dairy are recommended due to their stable fundamentals and growth potential [3][12][13]. Frozen Food Industry Insights - **Market Outlook**: The frozen food sector is showing positive prospects for 2026, with strong winter stocking and improved confidence among distributors. Companies like Anjijia, Qianwei Yangchun, and Sanquan Foods are optimistic about their outlook [14][15]. Seasonality and Consumer Behavior - **Consumer Trends**: The upcoming Spring Festival is expected to influence consumer behavior significantly, with increased stocking efforts noted across various sectors, including snacks and frozen foods. Companies are adjusting their strategies to meet this seasonal demand [17][18]. Recommendations for Investment - **Baijiu**: Focus on companies with strong market share logic and dividend security, such as Moutai and Luzhou Laojiao [8]. - **Soft Drinks**: Invest in leading brands like Nongfu Spring and Dongpeng, which are expected to outperform the market [9][10]. - **Dairy and Frozen Foods**: Look for opportunities in Yili, Mengniu, and Anjijia, which are positioned for growth in the recovering market [12][14]. Conclusion - The Baijiu industry is at a critical juncture, with potential for recovery in 2026, while the soft drink and dairy sectors are showing resilience and growth potential. Investors are advised to focus on companies with strong fundamentals and strategic positioning to capitalize on upcoming market opportunities [6][9][12].

Core Viewpoint - The "Guangdong Goods Going Global" initiative is a significant event aimed at promoting Guangdong's manufacturing capabilities and expanding its market reach both nationally and internationally [1][2][3] Group 1: Manufacturing Strength - Guangdong's manufacturing strength has significantly improved, transitioning from traditional products to high-tech goods such as drones, smartphones, and electric vehicles, with 70% of consumer drones and 40% of smartphones produced in the region [1] - The province is leveraging technological innovation to enhance its manufacturing sector, aiming for higher positions in the global value chain [1] Group 2: Industrial Foundation - Guangdong boasts all 31 categories of manufacturing, with 15 categories ranked first in the nation, and has established nine trillion-yuan industrial clusters in sectors like electronics, textiles, and new energy [2] - The region's manufacturing ecosystem is comprehensive and efficient, enabling rapid product development and supply chain integration, exemplified by Shenzhen's ability to connect upstream and downstream industries within a day [2] Group 3: Policy Support - The initiative is backed by over 1.5 trillion yuan in industrial investments and various policies aimed at encouraging technological innovation and upgrading the manufacturing sector [2] - Promotional actions such as "old for new" consumer programs and the "Guangdong Quality Purchase" campaign are designed to stimulate demand and enhance market access for Guangdong products [2] Group 4: Global Vision - The "Guangdong Goods Going Global" initiative reflects Guangdong's ambition to position itself as a leader in manufacturing, with a commitment to high-quality development and a focus on enhancing the reputation of "Made in Guangdong" [3]

Core Insights - The Guangdong Province Food Technology Innovation Empowerment Conference was held in Guangzhou on January 15, focusing on the "14th Five-Year Plan" direction and discussing food technology innovation and the promotion of digital labels for pre-packaged foods [1] Group 1: Digital Label Promotion - Guangdong is actively implementing a "Digital Label Promotion Year" initiative, aiming to enhance the application of digital labels in the food industry by 2025 [1] - Currently, nearly 40 companies and 120 products in the province have participated in the digital label application practice, exceeding the annual target [1] - Major food enterprises, such as Haitian Flavoring & Food Co., have shown significant enthusiasm, with their practices recognized as typical cases of digital labels at the national level, serving as a good demonstration [1]

Core Viewpoint - The Guangdong Province Food Technology Innovation Empowerment Conference focuses on the development of the health industry through food technology innovation and the promotion of digital labeling for pre-packaged foods [1] Group 1: Digital Labeling Initiative - Guangdong is implementing a "Digital Labeling Promotion Year" initiative, aiming to enhance the application of digital labels in the food industry by 2025 [1] - Currently, nearly 40 companies and 120 products in the province are participating in the digital labeling application practice, exceeding the annual target [1] - Notably, large well-known food companies are showing significant enthusiasm, with Haidilao (Haidilao Soy Sauce) being recognized as a typical case for digital labeling at the national level, serving as a good model for others [1]

Group 1 - The core initiative "Guangdong Products Going Global" aims to boost market expansion and sales for local enterprises, with a series of promotional activities scheduled for the first quarter of 2026 [1] - A total of 12 promotional events will be held, including 10 offline and 2 online, with a focus on various product categories such as home appliances, mobile phones, and food [16][20] - The Guangdong home appliance industry has a significant impact, accounting for nearly 50% of the national export share, with the Guangdong-Hong Kong-Macao Greater Bay Area's smart home appliance industry representing about 30% of the global market [12][16] Group 2 - Guangdong's manufacturing sector is characterized by a diverse industrial ecosystem, encompassing all 31 manufacturing categories, with 15 of them leading nationally [27] - The region's manufacturing capabilities include a complete supply chain in sectors like textiles and home appliances, enhancing responsiveness and reducing costs [27] - The transition from traditional manufacturing to intelligent manufacturing is evident, with automation and AI technologies significantly improving production efficiency across various industries [28][29]

Core Viewpoint - Guangdong products, known as "Guanghuo," have evolved from traditional goods to modern high-tech products like smartphones, drones, and electric vehicles, showcasing the region's manufacturing prowess and global reach [2][12]. Group 1: Market Expansion and Product Popularity - The cross-border e-commerce import and export scale has expanded 66 times over nine years, accounting for over one-third of the national total, making Guangdong the leader in this sector [6]. - Guangdong produces one out of every four express deliveries in China, indicating its significant role in the logistics and e-commerce landscape [6]. - Notable collaborations, such as Guangshi Pineapple Beer with trendy brands and LIGOMIN's youth-oriented clothing line, demonstrate how traditional brands are adapting to modern consumer preferences [6][8]. Group 2: Comprehensive Industrial Ecosystem - Guangdong's manufacturing ecosystem is characterized by a diverse range of products, from clothing to electronics, creating a robust industrial "full family bucket" that supports various consumer needs [12][13]. - The province boasts all 31 major manufacturing categories, with 15 of them ranking first nationally, and has established nine trillion-yuan industrial clusters in sectors like electronics, smart appliances, and new energy [12][13]. - The integration of upstream and downstream enterprises enhances efficiency, reduces costs, and accelerates response times, contributing to Guangdong's competitive edge [12][13]. Group 3: Intelligent Manufacturing and Innovation - Guangdong is transitioning from traditional manufacturing to intelligent manufacturing, with significant improvements in production efficiency, such as a 200% increase in automation at Gree's smart factory [15]. - The adoption of AI and biotechnology in food production has led to stable flavors, reduced energy consumption, and upgraded quality, showcasing the region's commitment to innovation [15]. - Government policies and market dynamics are aligned to support technological advancements, with initiatives aimed at fostering key technology breakthroughs and promoting local standards to international levels [15].

Core Viewpoint - The article highlights the evolution of "Guangdong goods" from traditional products to modern high-tech items, emphasizing the strength and global reach of Guangdong's manufacturing capabilities. Group 1: Promotion and Events - The "Guangdong Goods Going Global" spring action launch event will take place on January 15, featuring 12 promotional activities, including 10 offline and 2 online events in the first quarter of 2026 [1] - A total of 18 supporting activities will be organized as part of the spring action series [1] Group 2: Market Performance - Guangdong's cross-border e-commerce import and export scale has expanded 66 times over the past nine years, accounting for over one-third of the national total, maintaining the top position in the country [4] - For every four express deliveries generated nationwide, one originates from Guangdong [4] Group 3: Product Innovation - Guangdong's product offerings have evolved from basic necessities to a wide range of high-tech items, with one in three smartphones sold globally originating from the province [6] - DJI holds over 70% of the global consumer drone market share, while local automotive manufacturers are significantly increasing the export volume of new energy vehicles [6] Group 4: Industrial Ecosystem - Guangdong's manufacturing ecosystem is characterized by a comprehensive and efficient industrial structure, encompassing all aspects of daily life, from clothing to electronics [10] - The province boasts all 31 major manufacturing categories, with 15 of them ranking first in the country, and has developed nine trillion-yuan industrial clusters in sectors like electronics and new energy [10] Group 5: Intelligent Manufacturing - Guangdong is transitioning from traditional manufacturing to intelligent manufacturing, with significant improvements in production efficiency, such as a 200% increase in efficiency at Gree's smart factory [11] - The integration of AI and biotechnology in food production has led to enhanced quality and reduced energy consumption [13] Group 6: Future Outlook - The article emphasizes the need for Guangdong goods, highlighting their blend of practicality and creativity, and the resilience of the manufacturing sector in uncertain times [15]

Core Viewpoint - The article emphasizes the transformation of traditional industries through the integration of artificial intelligence and modern technology, particularly in the soy sauce production sector, exemplified by Haitian Flavoring and Food Co., Ltd. [7][20] Group 1: Company Background and Achievements - Haitian Flavoring and Food Co., Ltd., rooted in traditional soy sauce brewing techniques, has evolved into a leading enterprise in the seasoning industry, recognized for its innovative practices [7][38]. - The Haitian factory in Gaoming District was awarded the title of "Lighthouse Factory" by the World Economic Forum, marking it as the only soy sauce brewing lighthouse factory globally [3]. - The company has a significant consumer reach, with 754 million consumers and an 83.9% penetration rate, ranking fourth among China's top ten preferred brands [37]. Group 2: Technological Integration in Production - Haitian employs advanced AI technology in its production processes, such as the "AI Bean Face Recognition System," which enhances the precision and efficiency of soybean selection, capable of monitoring over 10 tons of soybeans per hour [13][14]. - The company has developed a tower-style koji-making system that automates the entire process, significantly increasing production capacity while maintaining quality control [14][17]. - The fermentation and sunlight exposure processes have also been modernized, utilizing glass houses for optimal monitoring and quality assurance [19][17]. Group 3: Customization and Market Responsiveness - Haitian has demonstrated a strong capability for product customization, addressing specific consumer needs, such as iron-fortified soy sauce and gluten-free options, while also engaging in social responsibility through initiatives like the "Little Pink Cap Plan" [26][27]. - The company has streamlined its response to market demands, offering a rapid development cycle of "3 days for sampling and 15 days for delivery" for small and medium-sized enterprises [27][30]. - Haitian's ability to balance efficiency, customization, and cost-effectiveness is attributed to its standardized raw materials and digitized processes, allowing for flexible production without sacrificing quality [30][31]. Group 4: Long-term Strategy and Sustainability - Haitian's long-term strategy is characterized by a commitment to traditional craftsmanship while embracing technological advancements, ensuring the preservation of quality and flavor [38][40]. - The company has invested over 5.9 billion in research and development over the past decade, resulting in more than 1,000 patents, reflecting its dedication to innovation [40]. - The integration of traditional artisans into the digital transformation process has allowed for the preservation of valuable knowledge while enhancing production standards [40][41].