央视网消息：新年新气象，贵州各大辣椒生产企业进入生产旺季。当地把"推动经营主体高质量发展"作为"十五五"开局之年的重中 之重，出台激发企业内生动力的政策。贵州都释放了哪些政策红利？相关的企业又在忙些什么？ 这里是贵州遵义的一家辣椒生产企业，生产线上忙的是热火朝天，车间里香辣扑鼻。 辣椒产品热销 企业开足马力忙订单 元旦假期刚过，这家辣椒生产企业的订单一下子多了起来。这家企业的负责人介绍，目前，他们已经接到了销往全国各地的100多笔 订单，11条生产线都是开足马力，保证春节前交货。 凭借着产销优势，企业成立之初主要做辣椒的初级加工。"十四五"期间，企业转型升级，开始专注辣椒的深加工，引进自动化的生 产线、组建研发团队，与餐饮、休闲零食等企业合作，让辣椒去跨界融合，企业提需求，订单式生产。 这个展柜上展示的就是一部分辣椒制品，有辣椒粉、辣椒面、辣椒油、火锅底料等500多种产品的配方，这些辣椒制品，也就是在这 里您可以尝到500多种与辣椒有关的味道。 释放政策红利 企业储备货品做推广 火热的生产现场，信心来自于几天前的会场。2026年新年上班第一天，贵州省召开了"推动经营主体高质量发展大会"。目前，贵州 的经营主体 ...

出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 肖思佳 Busy Money 沐小马完成近千万元Pre-A轮融资 沐小马近日完成近千万元Pre-A轮融资，投资方为青岛聚康企业管理有限公司。本轮资金将重点用于电机等核心零部件的自研、新产品的研发及推广。 近日，星联未来SATELLAI宣布完成数千万人民币A轮融资。本轮融资由商汤国香资本领投，前轮领投方零一创投（01VC）持续加注，光源资本担任独家 财务顾问。融资将主要用于多模态 AI 技术在宠物健康与安全领域的持续研发、核心产品矩阵升级，以及海外市场的进一步拓展。 星联未来聚焦AI宠物硬件，致力于将智能穿戴创新技术应用于宠物领域，重新定义真智能的宠物硬件产品，打造硬件+数据+生态的综合科学养宠解决方 案。 掌邦食品完成1000万元天使轮融资 沐小马是一个新锐运动消费品牌，围绕"运动 生活 家"的理念，为用户塑造健康活力 的美好 生活方式，倡导一种愉悦身心、强身健体，塑造更好的自我 的活力运动，致力于解决居家健身行业中器材使用频率低的问题。 参秘生物 完 成2000 万 元天使轮融资 近日，参秘生物完成2000万元人民币的 ...

全国糖酒商品交易会作为我国历史最悠久、规模最大的专业展会之一，不仅是促进产销对接、引领消费 升级的经济纽带，更肩负着推动食品酒饮产业高质量发展的重要使命。近年来，通过构建"展城融合"新 模式，糖酒会实现从单一展会到全产业链生态平台的转型升级，在畅通经济循环、促进消费扩容、推动 高水平对外开放等方面发挥着不可替代的作用。 一、历久弥新：一部调味品行业的成长史诗 从1955年在北京召开的"全国供应会"到2026年在成都举办的第114届全国糖酒会，这一盛会作为中国酒 类食品行业人士最忠实的朋友，见证、参与和记录了中国调味品行业波澜壮阔的发展史。从最初的酱 油、醋、盐等基础调味品，到如今的复合调味料、功能性调味品、国际风味调料，糖酒会完整记录了中 国调味品产业从单一到多元、从传统到现代、从本土到国际的全过程。 二、规模空前：第114届糖酒会全面升级 第114届全国糖酒会将继续使用西博城和世纪城全馆，展会总面积达32.5万平方米，预计将吸引6500家 参展商及40万专业观众参与，规模再创新高。其中，调味品及配料展区作为近年来增长最快的板块之 一，将占据超过5万平方米的展览面积，汇聚全球顶尖的调味品企业、创新品牌和产业链 ...

记者在南宁市一家大型超市看到，牛肉丸、肥牛卷、羊肉卷等食材被摆放在显眼的促销区域，吸引着市 民驻足选购。 转载请注明央视财经 （央视财经《天下财经》）随着气温走低，在广西南宁，热气腾腾的火锅成了市民冬日餐桌上的首选， 当地各大商超和生鲜市场里火锅食材热销。 在另一家连锁超市，火锅相关食材的销量同样一路走高，超市工作人员向记者介绍，近期上新了黑山羊 肉、黑山猪肉等特色肉类，进一步丰富市民的餐桌选择。记者注意到，货架上的火锅底料品类丰富，价 格区间也十分亲民，从几元到二三十元不等。 编辑：令文芳 ...

转自：中国网 2026年1月1日，伴着一声古朴悠扬的锣响，鱼凫王与王妃的华美身影"穿越"千年文庙，以一场"鱼凫荐 酒·同饮温江酿"的盛大仪式，将一樽满载古蜀文明的美酒敬献于今，开启了温江"村糖会"元旦活动的欢 聚序幕。 这场由温江区"村糖会"村委会精心统筹的活动，不仅是一场全民共乐的假期消费盛会，更是一次对"温 江造"品牌实力的集中检阅与在地文化的创新演绎，生动诠释了成都"村糖会"IP落地的"温江样本"。 千人同饮，鱼凫酒香醉文庙 开肆仪式上，"鱼凫荐酒"情景剧不仅重现了鱼凫王"教民农耕、亦善酿酒"的传说，更重构了温江历史IP 的当代表达。剧中，三家本土品牌代表化身"荐酒官"登台，将古蜀酒文化与当代酿造技艺巧妙连接，以 民众喜闻乐见的方式，生动演绎了从传说到佳酿、从历史到产业的活态传承。 现场的"村糖酒肆"，更是集结了温江八家知名酒类品牌进行现场展销与品鉴。琳琅满目的酒品，生动诠 释了"同饮温江酿"的丰富内涵。 值得一提的是，为让市民游客品尝到新年的第一杯美酒，现场特设 "千杯好酒"特调区，以温江美酒为 基底的创意特饮，让游客在举杯之间，完成了一场与本土产业和历史的深情对话。这份"酿"出来的产业 自信，正是" ...

比如，四川的火锅底料，其麻辣鲜香的味道背后，是四川人对食物的热情和对生活的热爱；山西的老陈 醋，其酸爽醇厚的口感背后，是山西人对传统工艺的坚守和对品质的追求。这些农产品，不仅仅是餐桌 上的美味，更是地域文化的传承者。地域名片的打造，不仅能够提升农产品的市场竞争力，还能够推动 旅游业的发展。当人们品尝到一个地方的特色农产品时，往往会对这个地方产生好奇和向往，想要亲自 去体验那里的风土人情。比如，云南的普洱茶，其独特的发酵工艺和陈化过程，让人想要去探访普洱茶 的原产地，感受那里的自然风光和民族风情。这样的农产品，成为了连接人与地域的桥梁，让人们在品 尝美味的同时，也能感受到地域文化的魅力。在全球化的今天，地域特色农产品更是中国走向世界的重 要名片。它们不仅代表了中国农业的多样性和丰富性，更是中国文化软实力的体现。通过这些特色农产 品，世界能够更加直观地了解中国，感受中国的魅力。比如，中国的丝绸、瓷器、茶叶等传统产品，早 已成为中国文化的象征，被世界各地的人们所熟知和喜爱。 归农商城丨归农电商：地域特色农产品名片 在中国这片广袤的土地上，每个地区都有其独特的农产品，它们不仅是当地经济的支柱，更是地域文化 的载体。这 ...

Core Viewpoint - The announcement of the equity change by Shandong Delisi Food Co., Ltd. reveals the failure of its expansion strategy outside the province, particularly in the prepared food sector, culminating in a loss exceeding one million yuan from its investment in Sichuan Dingdelisi Sauce Industry Co., Ltd. [1] Group 1: Investment and Financial Performance - Delisi invested 2.5 million yuan to acquire a 25% stake in Dingdelisi Sauce Industry in September 2022, aiming to leverage its advantages in raw materials and processing to expand into the southwestern market [2][3] - The investment in Dingdelisi has resulted in continuous losses, with reported losses of 400,400 yuan in 2023, 441,000 yuan in 2024, and 179,600 yuan in the first half of 2025, totaling 1,021,000 yuan over three years, reflecting a negative return on investment of 40.8% [4] - Delisi has faced significant financial challenges, reporting net losses of approximately 33.99 million yuan in 2023 and 33.67 million yuan in 2024, with revenues declining by about 4.1% to 2.965 billion yuan in 2024 [9][10] Group 2: Strategic Decisions and Market Position - Following Delisi's exit from Dingdelisi, the latter changed its name to remove "prepared food," indicating a shift away from this market segment, which has become a burden rather than an opportunity [6][8] - The exit and rebranding suggest a mutual recognition of the declining prospects in the prepared food sector, with both companies acknowledging the need to withdraw from a failing market [8] - Delisi's core business in chilled and frozen meat has also been under pressure, with revenues from this segment declining by 10.51% in 2024 and further decreasing by 1.25% in the first half of 2025, indicating a weakening position in its primary revenue source [13][14] Group 3: Compliance and Operational Challenges - Delisi has encountered compliance issues, including being suspended from military procurement activities due to allegations of submitting false materials, which raises concerns about its internal controls and operational integrity [19][20] - The repeated compliance violations suggest a lack of adequate oversight and management awareness of regulatory boundaries, potentially complicating future recovery efforts [20]

Core Viewpoint - The company must reconstruct a win-win model with franchisees, optimize the supply chain, control prices, and strengthen food safety measures to alleviate its current survival predicament in the context of a challenging hot pot industry landscape in 2025 [2][32]. Group 1: Industry Overview - The hot pot industry is experiencing a dual scenario of decline and growth, with a significant drop in new registrations of hot pot enterprises, only 22,000 in the first half of 2025 compared to 50,000-100,000 annually from 2021 to 2024 [33]. - Despite the industry's downturn, the company is projected to achieve revenue of 1.85-2.05 billion yuan in Q3 2025, representing a year-on-year growth of 13.6%-25.8% [33]. - The company's stock price has nearly doubled from 1.57 HKD per share in January 2025 to 4.44 HKD in November 2025, reflecting a 98.1% increase [33]. Group 2: Franchisee Challenges - Franchisees face three main challenges: significant regional differences in dietary preferences, food safety issues eroding consumer trust, and limitations in the hot pot category that hinder new business exploration [35]. - Many franchisees report a drastic decline in daily sales during peak seasons, with some stores earning only a few hundred yuan, leading to unsustainable losses due to high fixed costs [37][38]. - The competitive pricing of external hot pot restaurants has diminished the appeal of the company's at-home hot pot offerings, with consumers increasingly opting for cheaper alternatives [38]. Group 3: Market Dynamics - The average consumer spending on hot pot has decreased from over 80 yuan to around 70 yuan by the end of 2024, with leading brands also experiencing a drop in average transaction values [39]. - The company’s internal competition has intensified due to the rapid opening of new stores, leading to customer traffic dilution and unhealthy competition among franchisees [41]. - The target demographic of young consumers is increasingly absent from county and town markets, as many have migrated for education or work, leaving behind a primarily older demographic with different consumption habits [42]. Group 4: Strategic Responses - The company has implemented several strategies to address its challenges, including expanding its product offerings, enhancing online and offline marketing efforts, and investing in smart store technologies [45][46]. - Despite these efforts, franchisees report a decline in overall profit margins, with many experiencing a drop to 15%-20% due to high delivery platform fees and operational conflicts arising from diverse retail scenarios [46][47]. - The company’s reliance on frozen and pre-packaged foods is increasingly at odds with consumer preferences for fresh and made-to-order meals, further complicating its market position [48]. Group 5: Industry Pressures - The frozen food industry is facing a downturn, with many companies reporting declining revenues and profits, exacerbating competitive pressures on the company [54][55]. - The shift towards direct-to-consumer sales by frozen food manufacturers is undermining the company's traditional distribution model, making it harder to maintain price competitiveness [55]. - Franchisees are burdened by stringent performance metrics and penalties imposed by the company, which further complicates their operational challenges [27].

Core Viewpoint - The domestic food and beverage industry in China has entered a mature phase with slowing growth, but recent policy benefits, supply chain advantages, and product enhancements have laid the groundwork for domestic companies to expand overseas [2][3]. Group 1: Market Overview - The overall growth rate of the domestic food and beverage industry is projected to be only 2.0% from 2020 to 2024, with traditional categories like mid-range beer and basic condiments entering a phase of stock competition [3]. - Some niche segments, such as energy drinks and compound seasonings, continue to show high growth, but the industry as a whole faces a ceiling [3]. - The RCEP agreement and cross-border trade facilitation actions have reduced tariffs and logistics costs, enhancing the conditions for Chinese companies to go global [3]. Group 2: Global Market Opportunities - The CAGR for the food and beverage industry in Southeast Asia, the U.S., and Western Europe from 2020 to 2024 is projected to be 4.6%, 5.9%, and 4.7% respectively, significantly higher than China's 2.0% [3][5]. - Southeast Asia has a population of approximately 600 million, with a young demographic and dietary habits similar to China, making it an attractive market for entry [3][7]. - The U.S. market, with a size of $919.8 billion, offers substantial opportunities due to its large scale and high consumer purchasing power, particularly among the growing Asian population [3][5]. - The EU has a high per capita GDP of $41,423, indicating strong consumer purchasing power and a clear trend towards premium products, providing space for differentiated offerings [3][5]. Group 3: Successful Case Studies - Kikkoman successfully entered the U.S. market in the 1960s by focusing on brand cultivation and local production, demonstrating the importance of understanding market inflection points and building a global distribution system [4]. - Domestic company Mixue has rapidly expanded overseas by leveraging cost-effectiveness, intellectual property, and franchising [4]. - Aisle has successfully penetrated the Indonesian market by enhancing brand recognition through localized innovation, achieving a market share among the top three [4]. Group 4: Regional Market Characteristics - Southeast Asia's food and beverage market is characterized by a young population and rapid GDP growth, making it a prime location for localized and scalable market entry [11]. - The U.S. market is marked by a growing Asian demographic with high income levels, creating a core consumer group for Asian food and beverages [12]. - The European market emphasizes high per capita income and a strong demand for health-oriented products, aligning well with Chinese offerings in tea, functional drinks, and plant-based products [12]. Group 5: Sector-Specific Insights - The seasoning market in Southeast Asia is growing steadily, with sauces and seasonings accounting for the highest market share [15]. - The U.S. seasoning market is projected to reach $37.28 billion in retail sales by 2024, with a CAGR of 6.8% from 2019 to 2024, indicating a diverse consumer preference [20][22]. - The snack market in Southeast Asia is experiencing rapid growth, with the region's snack market retail sales projected to reach $19.15 billion by 2024 [23][25]. Group 6: Challenges and Competitive Landscape - The competitive landscape in Southeast Asia is fragmented, with both local leaders and international giants present, necessitating a focus on differentiated product offerings [28]. - In the U.S. and Western Europe, the snack market is dominated by major international players, making it essential for Chinese companies to leverage unique flavors and innovative products to gain market entry [34].

Core Viewpoint - The Sichuan white angelica market is experiencing significant price declines, impacting farmers' planting enthusiasm and leading to a reduction in planting area. Group 1: Market Conditions - The price of Sichuan white angelica has dropped from 8 yuan per kilogram at the end of 2022 to around 2 yuan this year, causing potential losses for farmers [1] - The planting area for white angelica in Suining has been shrinking since 2023 due to the unfavorable market conditions [1] Group 2: Quality and Market Strategy - Farmers are focusing on quality over price to stabilize the market, emphasizing the importance of "authentic" Sichuan white angelica, which has higher active ingredient content compared to other regions [2] - A provincial agricultural standardization project has been implemented, resulting in a 10% increase in total yield and a corresponding 10% increase in price due to quality improvements [2] Group 3: Market Diversification - There is a shift in market focus from traditional medicinal uses to new applications, such as hot pot base ingredients, which has stabilized demand [2] - Companies are processing around 3,000 tons of white angelica annually, with 60% now used for hot pot and seasoning products, leading to higher purchase prices for farmers [2] Group 4: Support and Future Outlook - Local authorities are working on agricultural insurance products to mitigate risks from price fluctuations and climate impacts [3] - Despite current low prices, there is optimism for a price increase next year due to expected declines in production and changes in market supply and demand [3] - Farmers plan to gradually restore planting areas, with intentions to increase by 100 to 200 acres in the coming year [3]