潮新闻客户端 记者 郭闻 通讯员 余青青 四川甘孜的藏香猪脂香醇厚、广元的雪梨膏清甜润喉、昭化的大豆油香气纯正……这些来自1860公里外的川蜀特色产品，近日在浙江多所高校校园内掀起热 潮，让师生们沉浸式感受山海协作的丰硕成果。 截至目前，已有超过30所高校参与此项活动，集中展示展销来自浙川消费帮扶地区的米面粮油、菌菇干货、休闲零食、牛奶饮品、非遗文创等超200款特色 产品。 活动期间，高校师生纷纷停留在浙川消费帮扶地区的特色产品前，在亲身体验中感受川蜀风物的独特魅力，更以实际消费行动为四川老乡增收致富助力。 与常规消费帮扶活动相比，此次高校巡展的鲜明特色在于深度融入"教育赋能"理念。在第五届全国大学生乡村振兴大赛框架下，活动专门设置"浙川东西部 协作品牌营销" 专题赛道，以"以赛促教、以赛促学、以赛促强"为核心，既发掘培育优秀师生团队，助力学生创业就业，又为浙川消费帮扶产品注入创新活 力，实现"品牌赋能市场拓展、赛教协同培育人才、深化协作共促发展、汇聚合力共享成果" 的多元价值目标。 消费帮扶进校园，早已超越单纯的商品交易范畴，成为教育系统服务国家战略的重要实践，更是融合国情教育、价值塑造与可持续发展的系统性 ...

旺旺9月底止2026上半财年销售额同比增长2.1%，盈利同比下降7.8%，分别逊预期1%及10%。该行认为 主要因牛奶饮品销售额下降1%、毛利率下跌1.1个百分点，以及销售及行政费用占收入比率上升2.3个百 分点。另外，零食折扣店渠道快速增长，占整体销售额比例由2025财年的10%，升至2026财年上半年的 15%;集团预期该渠道的营业利润率将略低于传统渠道。 摩根大通发布研报称，维持中国旺旺(00151)"中性"评级，目标价由5.1港元降至4.9港元。 管理层预计在2026下半财年及未来一两年广告促销费用率维持3%至4%，以推动产品创新。该行认为此 举虽带来短期利润压力，但有利长期持续增长;下调盈利预测6%至9%，最新料2026财年销售及盈利分别 同比增长1.6%及下跌9%。 ...

管理层预计在2026下半财年及未来一两年广告促销费用率维持3%至4%，以推动产品创新。该行认为此 举虽带来短期利润压力，但有利长期持续增长; 下调盈利预测6%至9%，最新料2026财年销售及盈利分 别同比增长1.6%及下跌9%。 智通财经APP获悉，摩根大通发布研报称，维持中国旺旺(00151)"中性"评级，目标价由5.1港元降至4.9 港元。 旺旺9月底止2026上半财年销售额同比增长2.1%，盈利同比下降7.8%，分别逊预期1%及10%。该行认为 主要因牛奶饮品销售额下降1%、毛利率下跌1.1个百分点，以及销售及行政费用占收入比率上升2.3个百 分点。另外，零食折扣店渠道快速增长，占整体销售额比例由2025财年的10%，升至2026财年上半年的 15%; 集团预期该渠道的营业利润率将略低于传统渠道。 ...

摩根大通发表研究报告指，中国旺旺9月底止2026上半财年销售额按年增长2.1%，盈利按年下降7.8%， 分别逊预期1%及10%。该行认为主要因牛奶饮品销售额下降1%、毛利率下跌1.1个百分点，以及销售及 行政费用占收入比率上升2.3个百分点。管理层预计在2026下半财年及未来一两年广告促销费用率维持 3%至4%，以推动产品创新。 该行认为此举虽带来短期利润压力，但有利长期持续增长；下调盈利预测6%至9%，最新料2026财年销 售及盈利分别按年增长1.6%及下跌9%；维持"中性"评级，目标价由5.1港元降至4.9港元。 ...

Financial Data and Key Metrics Changes - The company reported a net sales increase of 11.5% year over year, reaching ILS 3,100,000,000 for the quarter, with a 15.5% increase when excluding the impact of a stronger shekel [42][43] - EBIT improved significantly, with higher operating profit attributed to increased net sales and ongoing productivity measures, despite raw material price inflation [43][44] - Net income was negatively impacted by increased financing and tax expenses, with financing expenses rising by ILS 57,000,000 in Q2 due to the stronger shekel and higher interest rates [45][46] Business Line Data and Key Metrics Changes - Strauss Israel saw a 9% growth in sales, driven by both volume and price increases, with Health and Wellness performing particularly well [14][48] - The coffee segment in Israel experienced volume increases, especially in roasted and ground coffee, although EBIT remained stable due to rising coffee prices [16][49] - The international coffee business, particularly in Brazil, reported a significant turnaround with a 30% increase in sales, primarily driven by price increases [20][21] Market Data and Key Metrics Changes - The company increased its overall market share in Israel from 34.1% to 35.1%, despite price increases in several segments [18] - The water business experienced 4-5% top-line growth in Q2, supported by a higher installed base and improved sales mix, although impacted by the war in June [50] - In China, the company faced increased competition, particularly from Xiaomi, which affected sales and net income [27][28] Company Strategy and Development Direction - The company is focusing on core activities and major brands to improve profitability and market share, with a strong emphasis on productivity and operational excellence [34][36] - New product launches, including alternative milk and water purification machines, are expected to drive growth in the coming quarters [31][33] - The company aims to transition from a single product to a multiproduct company, enhancing its market position and expanding its product offerings [26][36] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from inflation and raw material costs but expressed confidence in the company's ability to pass on costs to consumers [63] - The company expects improvements in net income in the coming quarters as one-time financial costs and tax issues are resolved [63] - Future growth is anticipated from productivity initiatives and new product launches, with a focus on maintaining EBIT margins despite rising costs [41][63] Other Important Information - The company received a stable outlook upgrade and maintained a strong AA1 rating, reflecting its solid financial position [47] - The cocoa prices have shown a significant decrease, which is expected to positively impact the funding indulgence segment moving forward [55][56] Q&A Session Summary Question: What are the expected benefits of the new Jotvita facility? - The new facility will address unmet market demand, allowing for a substantial increase in sales volume and value, thereby improving EBIT and margins [51][52] Question: What relief is being seen in commodity pricing? - Some relief is noted in coffee prices, although recent increases are concerning. Cocoa prices have decreased significantly, which is expected to benefit the funding indulgence segment [55][56] Question: How will the acquisition of JDE Peet by Keurig impact the markets? - The company does not anticipate significant impacts in its operating markets, as competition remains strong and JD is already a competitor in those regions [58][59]