——从突破育种壁垒到贯通加工全链，"种子+技术"中国方案重塑世界燕麦产业 一项可能改变全球数亿高血糖人群饮食方式的"中国方案"，正在中国内蒙古自治区完成其产业化的最后拼图。12 月29日，内蒙古国麦农业有限公司与陕西师范大学在内蒙古呼和浩特市数字产业园隆重宣布达成深度战略融合， 将国麦自主培育的、荣获内蒙古自治区科技大奖的功能燕麦种子，与陕师大胡新中教授团队国际领先的燕麦加工 技术体系全面结合。这标志着中国不仅在高价值功能谷物育种上实现了"换道超车"，更首次系统性地构建起从"功 效种子"到"全球性食品"的完整产业链条。这一"种子+技术"的双核驱动模式，旨在创造出既契合东方蒸煮饮食， 又适应西方烘焙冲调习惯的全系列燕麦产品，为应对全球性的血糖健康挑战提供了一个可复制、可推广的产业范 式。 突破壁垒：以"健康定义"超越西方"产量与加工"育种范式 在全球农业领域，一种隐形的"卡脖子"长期存在：核心种质资源与育种目标由传统农业强国主导，其技术路线长 期聚焦于产量、抗逆性及适配工业化快餐加工，形成了深厚的产业标准壁垒。 以国麦农业首席科学家杨才研究员为核心的科研团队，历时十余年，选择了一条以终极健康价值为导向的"破壁之 ...

（来源：内蒙古日报） 肉羊产业奏响牧区振兴新牧歌。四子王旗是乌兰察布市最大的农牧结合旗，该行向内蒙古赛诺种羊科技 公司投放4000万元农业科技贷款，支持企业构建"良种繁育—科学养殖—精深加工—品牌营销"全产业链 体系，通过"引推一体化、种养加销一条龙"发展路径，实现了生态保护与产业发展的良性互动，带动当 地牧民增收致富，为北方牧区探索出了一条生态友好型畜牧业发展新路径。 帮扶成果筑牢共同富裕新根基。乌兰察布曾是典型的深度贫困地区，深度贫困县占全区53%，深度贫困 嘎查村占全区45%。该行紧盯脱贫人口、易地搬迁群众、防返贫监测户等重点群体，投放精准帮扶贷款 28亿元、易地扶贫后续扶持贷款2亿元，不断提高精准帮扶带动成效，辖内脱贫县、重点帮扶县贷款增 速高于全行贷款增速。并向脱贫地区捐赠98万元物资，助力更多脱贫群众共享发展成果。 从阴山麦田到生态牧场，从酸奶工厂到智慧羊圈，农发行人的初心化作润泽沃野的金融活水，在乌兰察 布广袤的土地上，持续书写着"支农报国、富民兴边"新时代答卷。（周盖群） 一粒燕麦，绘就乡村振兴新画卷。随着健康饮食理念普及，燕麦片、燕麦奶等产品消费需求持续攀升。 市场快速增长的过程中，燕麦种植 ...

Core Insights - Yinshan Youmai has become a leading player in China's oat industry, achieving annual sales exceeding 400 million yuan since its establishment in 2018 [1][2] - The company received crucial financial support from China Ping An, which provided 30 million yuan annually for three years through policy pledge loans, helping the company overcome initial liquidity challenges [1] - China Ping An has implemented a comprehensive support model combining insurance, subsidized loans, and agricultural contracts, significantly contributing to the growth of Yinshan Youmai [1][3] Financial Support and Growth - The financial backing from China Ping An allowed Yinshan Youmai to establish the largest domestic oat processing plant, capable of producing 20,000 tons of oat rice and 20,000 tons of oat flakes annually [1] - The company has signed contracts with local farmers, guaranteeing a purchase price 20% above market rates, which has led to the acquisition of 70,000 tons of oat grain, generating over 290 million yuan for farmers [2][3] Community Impact and Development - China Ping An's support has evolved from direct purchasing to empowering local farmers through training and improved management practices, reflecting a shift towards sustainable development [3][4] - The company has contributed to the local economy by helping farmers secure stable income and providing agricultural resources, thus playing a vital role in rural revitalization [2][4] Broader Initiatives by China Ping An - Since 2018, China Ping An has invested over 200 million yuan in rural revitalization efforts in the Ulanqab region, focusing on comprehensive financial services and community support [4][5] - The company has established 11 party-building points in the region, donated over 550,000 yuan for community services, and provided significant financial protection for local farmers and elderly populations [5]

Core Insights - The first "Pang Donglai model" supermarket in Wuxi, Yonghui Supermarket (601933), will officially open on September 26, allowing local residents to purchase Pang Donglai's proprietary products without the need for a purchasing agent [1] Group 1: Store Transformation - The newly renovated Yonghui Supermarket is located in Wuxi Huishan Wanda Plaza B1, featuring a dedicated area for Pang Donglai's proprietary brand products [5] - The store has significantly restructured its product offerings, removing 8,089 of the original 12,826 items and adding 4,573 new products, resulting in a nearly 50% replacement rate [5] - 80% of the new product selection is based on Pang Donglai's standards, with imported products accounting for 13% of the total [5] Group 2: Product Categories - The proportion of fresh food categories, including baked goods and prepared foods, has increased from 5% to 20% [5] - The bakery section features popular items such as durian mille-feuille and matcha red bean soufflé, while the prepared food section offers items like Korean fried chicken and various sausages [5] Group 3: Customer Experience Enhancements - The store has improved the shopping environment by standardizing shelf heights to 1.6 meters and reducing the number of shelf layers to 5-6, creating a more spacious shopping experience [7] - New customer amenities include a rest area, free disposable tableware, drinking water, and microwave access, as well as convenience devices like height and blood pressure measurement tools [7] - The store implements a freshness standard labeled "468," offering discounts based on the time since product preparation [7] Group 4: Employee Welfare - The number of employees has increased from 110 to 222, with a significant rise in average salaries [7] - Employee benefits have improved, including 10 days of paid annual leave after one year of service, and the establishment of rest areas, training rooms, and changing rooms [7]

Industry Overview - Oatmeal is recognized for its high nutritional density, retaining essential components such as dietary fiber, protein, and β-glucan, which align with modern consumers' needs for precise nutritional management [1][2] - The market size for oatmeal reached 11.398 billion yuan in 2023, with expectations to exceed 12.5 billion yuan by 2025, indicating ongoing growth potential [1][14] - The current market structure is characterized by a dual-category pattern dominated by instant and cooked oatmeal, with leading brands Ximai and Quaker holding a combined market share of 45.2% [1][16] Health Benefits and Consumer Demand - Oatmeal's primary health benefits stem from its rich β-glucan content, which helps lower cholesterol, stabilize blood sugar, and enhance satiety, making it ideal for individuals managing weight and health [5][6] - The rising awareness of health issues, particularly obesity, has led to increased demand for high-fiber, low-GI foods, positioning oatmeal as a preferred choice among health-conscious consumers [7][8] Policy and Regulatory Environment - The Chinese government has implemented various policies to promote national nutrition and health, creating a favorable environment for the oatmeal industry, including the "14th Five-Year Plan for National Health" and the "National Whole Grain Action Plan" [9][10] Industry Chain and Structure - The oatmeal industry chain in China focuses on quality planting in cooler regions, technological upgrades in processing, and expanding consumption scenarios through online and offline channels [11][12] Competitive Landscape - The industry is characterized by a duopoly led by Ximai and Quaker, with emerging brands and regional players supplementing the market, indicating a competitive yet evolving landscape [17] Future Development Trends - The industry is expected to innovate across three core areas: product enhancement through nutritional fortification and customization, channel integration for market penetration, and a commitment to sustainable practices [18][19][20] - Product innovation will focus on incorporating superfoods and developing customized offerings for specific consumer needs, while channel strategies will leverage both online and offline platforms to enhance consumer engagement [18][19] - Sustainability will become a key focus, with companies adopting organic sourcing and eco-friendly packaging, alongside personalized nutrition solutions based on consumer health data [20]

Core Insights - The oat industry in Ulanqab City, Inner Mongolia, is experiencing significant growth, with a complete industrial chain established to promote rural revitalization [1][2][3] - The city has developed a strong seed breeding base and introduced high-yield oat varieties, enhancing both yield and quality [2] - The focus on deep processing of oats has led to a diverse range of products, increasing the added value of the oat industry [2][3] Group 1: Industry Development - Ulanqab City is a key oat production area in China, with favorable climate conditions contributing to high-quality oat cultivation [1] - The city has established a complete industrial chain for oats, including cultivation, processing, and marketing, which supports rural economic development [1][3] - The area has seen the emergence of six large oat processing enterprises and over 200 small and medium-sized enterprises, expanding the market reach of oat products [1][2] Group 2: Seed and Cultivation - The establishment of a national oat seed breeding base and the "look at the grain and select seeds" platform has facilitated the development of new oat varieties [2] - The "company + cooperative + large grower" model has been implemented to enhance planting efficiency and expand order-based cultivation [2] - By 2024, Ulanqab City aims to reach an oat planting area of 1.05 million acres and a production volume of 85,000 tons, ranking among the top in the country [2] Group 3: Product Diversification and Marketing - The city is focusing on developing healthy and convenient oat products, with annual production capacity exceeding ten thousand tons [3] - Ulanqab City is enhancing its marketing strategies by establishing flagship stores in major cities and leveraging online platforms for sales [3] - The ongoing efforts to strengthen the "Ulanqab Oat" regional public brand aim to further boost sales and support farmers' income [3]

Group 1: Company Expansion and Production Capacity - The company plans to complete the Zhangbei production base in September 2025, with additional expansions in Hezhou and Jiangsu in the next two years, ensuring sufficient production capacity to meet sales demands [1] - The company aims to become a leading organic oat brand in China within three years, leveraging the new Zhangbei facility to achieve this goal [1] Group 2: Market Strategy and Product Development - The company will focus on expanding its product line beyond oats, including gift products and health-oriented powder products, to tap into new markets [1] - The introduction of powder products will feature higher average selling prices compared to existing oat products, leading to increased sales volume and improved profit margins [3] Group 3: Competitive Landscape and Quality Assurance - The company emphasizes the use of high-quality ingredients and strict quality control to maintain a competitive edge against numerous small brands in the powder market [2] - Recent regulations on pre-packaged food labeling will enhance transparency regarding ingredient sourcing and nutritional information, which the company will leverage to strengthen its brand [2] Group 4: Sales Channels and Growth Drivers - The company is rapidly adopting new sales channels, including instant retail and online platforms, which are outpacing overall company growth [5] - The company is increasing its SKU offerings in the snack system to drive sales through differentiated marketing strategies [5]

Core Viewpoint - Yonghui Supermarket has launched its first "Fat Donglai model" store in Hai'an, marking a significant step in its market expansion in the Suzhong county area, responding to local consumer demand for upgraded shopping experiences and service quality [1][3]. Group 1: Store Features and Offerings - The new store covers over 2,600 square meters and aims to enhance the shopping environment and service experience for local consumers [3]. - The product structure has been significantly adjusted, with over 41% of new products and an overall alignment with the Fat Donglai standard of 80% [5]. - The proportion of imported goods has increased to 13%, while the share of fresh food categories like baked goods and cooked food has risen from 5% to 20% [5]. Group 2: Product and Service Innovations - The fresh produce section has been upgraded to include high-altitude vegetables, organic products, and specialty fruits, enhancing quality and sourcing [5][6]. - The store features a dedicated area for Fat Donglai products, allowing customers to conveniently purchase high-quality items without traveling to Henan [6]. - Service upgrades include various customer-friendly amenities such as blood pressure monitors, drinking water, and free charging stations, creating a comfortable resting space [6]. Group 3: Commitment to Local Culture and Quality - The store integrates the "people-oriented" philosophy of Fat Donglai with local consumer habits and culture, aiming to create a unique shopping experience for Hai'an residents [8]. - The seafood section promises to sell only seafood without added water, offering free cleaning and oxygenation services [6]. - Strict food safety measures are implemented, including the "468 principle" for cut fruit, ensuring quality and freshness [6].

Group 1 - The conference highlighted the importance of oats as a well-researched whole grain with various health benefits, emphasizing the need for increased public nutrition education and dietary guidance to incorporate oats into daily diets [1][3] - Current public health challenges in China include rising rates of obesity, diabetes, hypertension, and cardiovascular diseases, largely attributed to an inadequate dietary structure, particularly insufficient whole grain intake [1][2] - The "National Whole Grain Action Plan (2024-2035)" aims to increase whole grain consumption to promote nutritional balance and improve public health [1] Group 2 - Oats are recognized for their high protein content, essential amino acids, and beneficial properties such as lowering blood cholesterol and postprandial blood sugar levels, supported by evidence and health claims in multiple countries [2] - The oat industry in China has developed a comprehensive supply chain, offering diverse products such as oat rice, oat flakes, oat flour, and oat milk, with recommendations for further innovation to meet consumer demands [2] - Increasing the intake of oats and other whole grains is crucial for improving dietary structures and is a key component in building a "Healthy China" [3]

Core Insights - The term "主理人" (principal) is losing its appeal among consumers, particularly in the food industry, as they increasingly reject the high prices and perceived lack of service associated with these establishments [1][3][9] - Initially, these "主理人" shops attracted young consumers by offering a sense of connection and emotional value, but this sentiment has shifted as consumers find the prices unjustifiable compared to competitors like 瑞幸 (Luckin Coffee) [3][6] - The concept of "主理人" is often misapplied, with many individuals lacking the necessary expertise and professionalism, leading to consumer dissatisfaction [4][6][10] Industry Trends - The rise of "主理人" shops has led to a perception of inflated prices without corresponding quality, as many of these establishments prioritize branding over product excellence [7][9] - The overuse of the term "主理人" has diluted its meaning, causing consumer backlash as they encounter a lack of genuine expertise and product differentiation [7][10] - The current trend indicates a shift towards consumers preferring authentic, knowledgeable individuals over those who rely on personal branding without substantial product quality [10][11] Future Outlook - The future of "主理人" will depend on the ability to provide specialized services and high-quality products that can rebuild consumer trust [11][12] - The industry may see a cleansing of inauthentic "主理人" as consumers demand more from their interactions with brands [12]