近日，全球规模最大燕麦饮公司Oatly（噢麦力）发布2025年第三季度财报显示，该品牌实现上市后首 个季度盈利。在电话业绩会上，Oatly提到，大中华区团队在充满挑战的消费环境下，在多个渠道实现 有力增长。 然而，Oatly想要保持长期的持续性盈利并不容易。多方数据分析显示，我国植物奶市场经过2021年的 热潮后，自2022年起出现降温，赛道内投融资基本停滞，植物奶在线下零售货架包装饮品市场的整体份 额有所下滑。究其主要原因，在于植物奶从产品定位到消费场景上执着于"牛奶替代品"，未形成独立消 费场景，健康属性不够充分，同时面临口感与价格的双重挑战。 新京报记者近日对电商平台销售的23款植物奶统计发现，不少品牌倾向于使用或暗示"替代牛奶"的说 法。例如，Oatly官网声称"从营养角度看，用营养强化燕麦饮代替牛奶是很好的"。素香斋素食店销售 的一款"植物密码"福娘膳食均衡系列燕麦奶，在商品页面打出"适合中国人体质的牛奶替代饮品"。 然而营养成分表显示，23款产品中，超八成样本蛋白质含量不及纯牛奶，仅5款产品标示了钙含量，近 四成样本添加了植物油和食用盐。营养专家提醒，植物奶并不是传统意义上的"奶"，而是属于植物蛋 ...

在2025年即将步入尾声之际，收入超过400亿的雀巢中国迎来多个新动向。 24日，小食代从业内获悉，雀巢大中华区现任奶品业务负责人王雷，将担任全渠道流通食品零售及电子商务负责人，自12月1日起生效。资料显示，自今 年5月起，她临时承担该职务。据了解，王雷将兼任奶品业务负责人直至另行通知，这意味着该 业务掌门人也将要"上新"。 与此同时，小食代还从业内了解到，自2026年1月1日起咖啡、奶品和糖果业务单元的电商销售团队，将整合为一个电商销售团队，并转入全渠道流通食品 零售与电子商务业务单元，雀巢现任业务总监及咖啡电子商务销售负责人杨荷将担任电子商务负责人一职。 资料显示，在雀巢中国历史沿革中，" 全渠道流通食品零售及电子商务负责人"职能源自对相关业务 线下和线上销售的合并，更类似于一个销售负责人岗 位 。而 通过整合电商业务架构，多个相关业务单元的电商销售团队将转向"统一作战"，则颇有 "搭班子、整团队"的意味。 下面，小食代就带大家一起来关注下。 12月生效 "根据我们的业务需求，我很高兴地宣布：现任奶品业务负责人王雷，将担任全渠道流通食品零售及电子商务负责人，自2025年12月1日起生效。"小食代 了解到， ...

Core Viewpoint - The article reports on the recent food safety inspection conducted by the Market Supervision Administration of Chibi City, revealing that out of 166 food samples tested, 158 were compliant while 8 were found to be non-compliant, highlighting ongoing food safety concerns in the region [4]. Summary by Category Food Categories Inspected - A total of 24 food categories were inspected, including grain products, edible oils, seasonings, meat products, dairy products, beverages, convenience foods, snacks, canned foods, frozen foods, and more [4]. Inspection Results - Out of 166 samples tested: - 158 samples were compliant - 8 samples were non-compliant - Breakdown of non-compliant samples: - Catering food: 29 samples tested, 7 non-compliant - Edible agricultural products: 29 samples tested, 1 non-compliant - Grain products: 11 samples tested, all compliant - Edible oils and fats: 3 samples tested, all compliant - Seasonings: 3 samples tested, all compliant - Meat products: 8 samples tested, all compliant - Dairy products: 4 samples tested, all compliant - Beverages: 7 samples tested, all compliant - Convenience foods: 6 samples tested, all compliant - Snacks: 2 samples tested, all compliant - Canned foods: 2 samples tested, all compliant - Frozen foods: 4 samples tested, all compliant - Potato and puffed foods: 8 samples tested, all compliant - Candy products: 2 samples tested, all compliant - Alcohol: 6 samples tested, all compliant - Vegetable products: 8 samples tested, all compliant - Fruit products: 2 samples tested, all compliant - Nuts and seeds: 3 samples tested, all compliant - Egg products: 1 sample tested, all compliant - Sugar: 1 sample tested, all compliant - Aquatic products: 2 samples tested, all compliant - Starch and starch products: 3 samples tested, all compliant - Pastries: 19 samples tested, all compliant - Bean products: 3 samples tested, all compliant [4].

Core Points - The Jinzhong Market Supervision Administration conducted a food safety inspection, sampling 103 batches of various food products, with 100 passing and 3 failing the safety standards [3] - The inspection covered 21 categories of food, including dairy products, beverages, canned goods, and frozen foods [3] - The local market supervision departments were urged to handle the non-compliant products according to relevant laws and regulations [3] Summary by Category Food Safety Inspection - A total of 103 samples were collected from 21 categories of food products [3] - 100 samples were found to be compliant, while 3 samples were deemed non-compliant [3] Non-compliant Products - The local authorities are responsible for addressing the non-compliant products identified during the inspection [3] - Consumers are encouraged to report any non-compliant food products they encounter in the market by calling 12315 [3]

Core Insights - The announcement from Yongkang Market Supervision Administration indicates that all 20 batches of food samples tested under the "You Order, We Inspect" program met national food safety standards, reflecting a commitment to food safety in the region [3][4][5] Group 1: Food Safety Inspection Results - A total of 20 food samples were collected for inspection, including categories such as restaurant food, pastries, grain products, edible oils, and dairy products [3] - All 20 batches of samples passed the inspection, confirming compliance with national food safety standards [3][4] - The inspected products included various types of mooncakes, pastries, and dairy products, all of which were found to be safe for consumption [4][5] Group 2: Consumer Engagement - The Yongkang Market Supervision Administration encourages consumers to report any food safety violations or suggest specific products for inspection, promoting active consumer participation in food safety [3]

Core Points - The Shaanxi Provincial Market Supervision Administration reported that two batches of food products failed quality inspections, primarily due to non-compliance with quality standards and excessive use of food additives [2][3] Group 1: Non-compliance Issues - The first non-compliance issue involved watermelon seeds sold by Liyuan County Jianling Bailun Supermarket, which had a peroxide value of 0.86g/100g, exceeding the national food safety standard limit of 0.50g/100g [2][3] - The second issue was with grass fruit sold by Qian County Haoyouduo Supermarket, which had a sulfur dioxide residue of 0.0443g/kg, also exceeding the permissible limits set by national food safety standards [2][3] Group 2: Regulatory Actions - The Shaanxi Provincial Market Supervision Administration has mandated relevant market supervision departments to take immediate action to address the identified non-compliant products, including product recalls and risk control measures [2][3]

Core Insights - The announcement from the Hefei Baohe District Market Supervision Administration details the results of food safety inspections, highlighting both non-compliant and compliant products in the region [1]. Non-Compliant Products - Several food items were found to exceed safety limits, including: - A sample of "Xiao Tai Mang" (小台芒) with a pesticide residue of 0.85 mg/kg, exceeding the limit of 0.2 mg/kg [4]. - "Carrot" samples showed a pesticide residue of 0.35 mg/kg, surpassing the acceptable level of 0.01 mg/kg [4]. - "Tie Gun Mountain" (铁棍山药) had a residue of 0.637 mg/kg for two pesticides, exceeding the limit of 0.3 mg/kg [4]. - "Potato" (马铃薯) samples contained 0.036 mg/kg of pesticide, exceeding the limit of 0.02 mg/kg [4]. - "Fried Oil" (煎炸过程用油) had an acid value of 6.1 mg/g, above the limit of 5 mg/g [4]. Compliant Products - The report also lists compliant products, including: - "Cai Bo Sorghum Wine" (彩波高粱酒坊) with an alcohol content of 48% vol [5]. - "Peach Tea" (蜜桃茶) from Vitasoy, packaged in 250 ml boxes [5]. - "Lemon Tea" (柠檬茶) from Nayuki, also in 250 ml boxes [5]. - "Bird's Nest and Silver Ear Soup" (燕窝银耳羹) from Anhui Guo Bu Li, packaged in 200g boxes [5]. Summary of Inspections - The inspections were conducted to ensure food safety and compliance with health standards, reflecting the ongoing efforts of local authorities to monitor food quality in the market [1].

Core Points - The article reports on food safety inspections conducted by the Jiaxing Market Supervision Administration, revealing that out of 164 samples tested, 156 passed while 8 were found to be non-compliant with national food safety standards [3][4][6]. Group 1: Inspection Results - A total of 164 samples from 23 categories, including biscuits, tea, nuts, and various food products, were tested [3]. - 156 samples were compliant with food safety standards, while 8 samples were deemed non-compliant [3][4]. Group 2: Non-Compliant Products - Specific non-compliant products include: - Ginger from Baimeishun Supermarket, with a pesticide residue of 0.24 mg/kg, exceeding the standard of 0.2 mg/kg [5][6]. - Sweet potatoes from Baimeishun Supermarket, with pesticide residues of chlorpyrifos and high-efficiency chlorpyrifos exceeding the standard [6]. - Lychee from Guoyuan Fruit Store, with a residue of 0.16 mg/kg of pyraclostrobin, exceeding the standard of 0.1 mg/kg [6]. - Additional non-compliant products include ginger, potatoes, and fish from various local stores, all exceeding permissible pesticide residue levels [6].

Core Viewpoint - The recent announcement of a significant share reduction by a major shareholder, Changji State-owned Assets Investment and Operation Group Co., Ltd., raises concerns about the future of Maqiuer, especially amid ongoing financial difficulties faced by the controlling shareholder [1][3]. Group 1: Shareholder Actions - Changji State-owned Assets Investment and Operation Group Co., Ltd. plans to reduce its holdings by up to 3.48 million shares, representing approximately 2% of Maqiuer's total share capital [1]. - If the maximum reduction occurs, Changji's ownership will decrease from 8.13% to 6.13% [3]. - The last reduction by Changji occurred at a high point in the stock price, indicating a strategic timing in their divestment [3]. Group 2: Financial Performance - Maqiuer's revenue declined by 4.49% to 294 million yuan in the first half of the year, with the dairy segment experiencing a significant drop of 15.62% [5]. - The company has reported continuous losses over the past three years, with a net profit of 1.5466 million yuan in the first half of this year primarily due to government subsidies, while the adjusted net loss was 5.8645 million yuan [5]. - The asset-liability ratio has risen to 79.55%, indicating substantial debt pressure, with cash on hand at only 29.34 million yuan against short-term borrowings of 94.35 million yuan [7]. Group 3: Business Challenges - The dairy business has been severely impacted since the "propylene glycol" crisis in 2022, leading to a 71% revenue decline in this segment by 2024 compared to 2021 [8]. - The utilization rate of dairy production capacity is critically low, estimated at only 20-30% for 2023, with a further projected decline of 22% in 2024 [8]. - The company faces significant asset impairment and depreciation costs, totaling 258 million yuan in impairments from 2022 to 2024, which poses a major threat to profitability [9].

Core Viewpoint - The report from Yichun Market Supervision Administration highlights the results of food safety inspections, revealing that out of 118 samples tested across 14 categories, 100 were found to be compliant, while 18 were deemed non-compliant, indicating a compliance rate of approximately 84.7% [4]. Summary by Category - **Overall Inspection Results** - Total samples tested: 118 - Compliant samples: 100 - Non-compliant samples: 18 - Compliance rate: 84.7% [4] - **Food Categories and Compliance** - **Catering Foods**: 9 samples tested, 8 compliant, 1 non-compliant - **Condiments**: 3 samples tested, 2 compliant, 1 non-compliant - **Convenience Foods**: 3 samples tested, all compliant - **Pastries**: 5 samples tested, all compliant - **Alcoholic Beverages**: 8 samples tested, all compliant - **Dairy Products**: 1 sample tested, compliant - **Edible Agricultural Products**: 57 samples tested, 47 compliant, 10 non-compliant - **Edible Oils and Fats**: 12 samples tested, all compliant - **Vegetable Products**: 1 sample tested, compliant - **Fruit Products**: 2 samples tested, all compliant - **Frozen Foods**: 1 sample tested, compliant - **Special Dietary Foods**: 1 sample tested, compliant - **Beverages**: 12 samples tested, 10 compliant, 2 non-compliant - **Health Foods**: 3 samples tested, all compliant [4]. - **Details of Non-Compliant Products** - Non-compliant products included items with excessive residues of harmful substances such as: - Restaurant utensils with a detected level of anionic synthetic detergent at 0.0218 mg/100 cm², which should not be detectable - Chili powder with a sulfur dioxide residue of 1.01 g/kg, exceeding permissible limits - Agricultural products with pesticide residues above acceptable levels, such as 0.81 mg/kg of pyraclostrobin in chili peppers [4].