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这届零食,越贵越高端?
投中网· 2025-10-11 09:08
以下文章来源于惊蛰研究所 ,作者惊蛰研究所消费组 探索发现新经济。 将投中网设为"星标⭐",第一时间收获最新推送 为何零食反而掀起一场反逻辑的价格热潮? 作者丨 娅沁 来源丨 惊蛰研究所 如今在商场里面,"最贵"的不一定是奢侈品,而是炒货和蜜饯。 被网友调侃为"薛记珠宝店"的 薛记炒货,百元大钞仅能购得一份270克的蘑菇脆与不足200克的腰 果;香港蜜饯品牌"么凤士多"更为极致,其"贡品级"话梅单颗售价竟达70元,网友不禁反问:"封 建帝国早都亡了,何来'贡品'之说?" 惊蛰研究所 . 人们猛然发现,曾经触手可及的、承载着平民快乐的日常零食,正在被包装成一种需要反复掂量 的"轻奢体验"。越来越多人直呼"吃不起零食了"。 在消费趋于理性的今天,为何零食反而掀起一场反逻辑的价格热潮?当一款零食"贵"的理由,只剩 下品牌方的自我定位,这种缺乏价值支撑的高价,便不再是健康的消费升级,而成为了需要被正视、 被治愈的"行业病"。 消失的"零食自由" 早年间,消费者挑选零食的理由很简单,也几乎没有什么"品牌"概念,好吃、划算就是复购的全部 理由。人们的购物篮里总是混杂着不同品牌,既有洽洽、徐福记这样家喻户晓的名字,更多则是 ...
这届零食,越贵越高端?
3 6 Ke· 2025-10-10 04:06
如今在商场里面,"最贵"的不一定是奢侈品,而是炒货和蜜饯。 被网友调侃为"薛记珠宝店"的薛记炒货,百元大钞仅能购得一份270克的蘑菇脆与不足200克的腰果;香港蜜饯品牌"么凤士多"更为极致,其"贡品级"话梅 单颗售价竟达70元,网友不禁反问:"封建帝国早都亡了,何来'贡品'之说?" 人们猛然发现,曾经触手可及的、承载着平民快乐的日常零食,正在被包装成一种需要反复掂量的"轻奢体验"。越来越多人直呼"吃不起零食了"。 在消费趋于理性的今天,为何零食反而掀起一场反逻辑的价格热潮?当一款零食"贵"的理由,只剩下品牌方的自我定位,这种缺乏价值支撑的高价,便不 再是健康的消费升级,而成为了需要被正视、被治愈的"行业病"。 消失的"零食自由" 早年间,消费者挑选零食的理由很简单,也几乎没有什么"品牌"概念,好吃、划算就是复购的全部理由。人们的购物篮里总是混杂着不同品牌,既有洽 洽、徐福记这样家喻户晓的名字,更多则是只被地方消费者所熟知的区域小牌,或是超市里散装称重的无牌炒货与蜜饯。那时买零食,"认口味不认牌 子"是普遍心态,随手挑选,也不必担心会被"刺"。 直到2010年前后,良品铺子、三只松鼠、百草味等零食巨头的崛起,才 ...
2025年前9个月,越南农林水产品出口总额同比增长14%,顺差增长近18%
Shang Wu Bu Wang Zhan· 2025-10-09 02:17
Core Insights - Vietnam's agricultural, forestry, and fishery exports are projected to reach $6.35 billion in September 2025, marking an 11.8% increase compared to the same month in 2024 [1] - For the first nine months of 2025, total exports in this sector amounted to $52.31 billion, reflecting a 14% year-on-year growth, with a trade surplus of $15.93 billion, up 17.6% from the previous year [1] Export Performance by Product Category - Agricultural product exports reached $28.51 billion, growing by 16.8% [1] - Livestock product exports totaled $447.5 million, increasing by 18.6% [1] - Fishery exports were valued at $8.12 billion, up 12.3% [1] - Forestry product exports amounted to $13.41 billion, growing by 7.4% [1] Export Markets - Asia remains the largest export market for Vietnam's agricultural products, accounting for 43.9% of total exports [1] - The Americas and Europe follow, representing 23% and 14.2% respectively, while Africa and Oceania contribute smaller shares of 3% and 1.3% [1] - Year-on-year growth in exports to Asia was 4.1%, to the Americas 11.4%, to Europe 40.6%, to Africa 91.6%, and to Oceania 6.5% [1] Notable Product Highlights - Coffee exports surged to $6.98 billion, a significant increase of 61.4%, driven by a 45.3% rise in average export price to $5,658 per ton [2] - Pepper and cashew exports also saw substantial growth, with increases of 28.7% and 18.9% respectively [2] - Conversely, rice exports fell by 18.5% to $3.55 billion, despite stable export volume of approximately 7 million tons, with an average price drop of 18.6% to $509 per ton [2] - Tea was the only product to experience declines in both export volume and value, with a volume of 11,000 tons (down 10.4%) and an export value of $1.97 million (down 10.9%) [2]
“近处经商远胜远处” ——柬埔寨官员看好柬中合作前景
Jing Ji Ri Bao· 2025-09-23 22:12
柬埔寨发展理事会柬埔寨投资委员会副秘书长林伟夏在第22届中国—东盟博览会期间接受新华社记者专 访时,以柬埔寨谚语"近处经商远胜远处"积极评价中国在推动柬埔寨经济社会发展中发挥的关键作用, 并对中国经济发展及柬中合作前景充满信心。 谈及柬中合作的具体成果,林伟夏说,由中方企业参与投资开发的西哈努克港经济特区吸引了多国企业 入驻,所生产的产品远销欧美日等市场。"中国投资者有资金、懂市场,柬埔寨有劳动力和区位优势, 双方优势互补,实现了真正共赢。" 林伟夏指出,中国是柬埔寨最大的贸易伙伴和最大外资来源国。"中国对我们来说非常重要。" 林伟夏强调,柬中经贸领域互补性强、合作潜力巨大,而东博会作为区域重要交流平台,正为深化合作 注入持续动力。柬埔寨通过在东博会设立国家展区,为企业创造商务对接机会。"私营部门可以面对面 交流、洽谈合作,政府官员参与推动。更重要的是,各类商协会借助东博会广泛联络,为我们中小企业 提供了宝贵的拓展渠道。" 林伟夏还提到刚刚通航的德崇国际机场——这一柬埔寨最大的机场由中国企业承建。此外,中国帮助柬 埔寨建设了多个电站,包括桑河二级水电站和太阳能可再生能源项目,有效缓解了当地电力短缺问题。 中国 ...
专访丨“近处经商远胜远处”——柬埔寨官员看好柬中合作前景
Xin Hua Wang· 2025-09-21 02:19
Core Viewpoint - Cambodian officials express optimism about the prospects of Cambodia-China cooperation, highlighting China's significant role in driving Cambodia's economic and social development [1] Group 1: Economic Cooperation - China is Cambodia's largest trading partner and foreign investor, with strong complementarity and immense cooperation potential in the economic field [2] - The China-ASEAN Expo serves as an important platform for deepening cooperation, providing business matching opportunities for enterprises [2] - The Sihanoukville Special Economic Zone, developed with Chinese investment, has attracted multiple foreign companies, showcasing a successful model of mutual benefit [2] Group 2: Infrastructure Development - The newly opened Dara Sakor International Airport, Cambodia's largest airport, was constructed by a Chinese company, enhancing connectivity [2] - Chinese investments have led to the construction of several power plants, including the Sangkae II Hydropower Station and solar renewable energy projects, addressing local electricity shortages [2] - The construction of the Phnom Penh-Sihanoukville Expressway has significantly reduced travel time from 5 hours to under 2 hours, lowering logistics costs [2] Group 3: Future Opportunities - Cambodia sees significant potential for exports to China, particularly in high-quality agricultural products like rice, mangoes, and cashews [3] - The signing of Cambodia's first bilateral free trade agreement with China reflects the country's recognition of the opportunities presented by China's large market [3] - There is a strong belief that through multilateral cooperation mechanisms like the China-ASEAN Expo, Cambodia and China can further explore cooperation potential and expand trade scale [3]
专访|“近处经商远胜远处”——柬埔寨官员看好柬中合作前景
Xin Hua She· 2025-09-21 01:34
Group 1 - The core viewpoint emphasizes the significant role of China in promoting Cambodia's economic and social development, with optimism about the future of Cambodia-China cooperation [1][2]. - Cambodia views China as its largest trading partner and foreign investment source, highlighting the strong complementarity and vast cooperation potential in the economic and trade sectors [2]. - The China-ASEAN Expo serves as an important platform for deepening cooperation, providing opportunities for business matching and facilitating communication between private sectors and government officials [2]. Group 2 - Specific achievements of Cambodia-China cooperation include the Sihanoukville Special Economic Zone attracting multiple foreign enterprises and the construction of the largest airport in Cambodia, the Dara Sakor International Airport, by Chinese companies [2]. - Chinese investments have also contributed to alleviating local power shortages through the construction of several power plants, including the Sangkae II Hydropower Station and solar renewable energy projects [2]. - The completion of the Phnom Penh-Sihanoukville Expressway has significantly reduced travel time from 5 hours to under 2 hours, lowering logistics costs [2]. Group 3 - The resilience and stability of the Chinese economy are attributed to the government's long-term planning and continuous optimization of the economic structure, which presents significant opportunities for neighboring countries like Cambodia [3]. - Cambodia has signed its first bilateral free trade agreement with China, indicating a strategic move to leverage China's vast market for its high-quality agricultural products [3]. - There is a strong belief that under multilateral cooperation mechanisms like the China-ASEAN Expo, Cambodia and China can further explore cooperation potential and expand trade scale for mutual benefit [3].
“近处经商远胜远处”——柬埔寨官员看好柬中合作前景
Xin Hua She· 2025-09-21 01:16
Core Viewpoint - The Cambodian Investment Committee's Deputy Secretary-General, Lin Weixia, emphasizes the critical role of China in driving Cambodia's economic and social development, expressing confidence in the future of China-Cambodia cooperation [1][2] Group 1: Economic Partnership - China is Cambodia's largest trading partner and foreign investor, highlighting the importance of Chinese investment for Cambodia [1] - The economic complementarity and cooperation potential between Cambodia and China are strong, with the China-ASEAN Expo serving as a vital platform for deepening collaboration [1] Group 2: Infrastructure Development - Chinese enterprises have significantly contributed to Cambodia's infrastructure, including the construction of the largest airport, the Dechong International Airport, and multiple power stations, addressing local electricity shortages [1] - The construction of the Phnom Penh-Sihanoukville Expressway has reduced travel time from 5 hours to under 2 hours, significantly lowering logistics costs [1] Group 3: Trade Opportunities - Cambodia sees substantial potential for increasing exports to China, particularly in high-quality agricultural products such as rice, mangoes, and cashews, leveraging platforms like the China-ASEAN Expo [2] - The signing of Cambodia's first bilateral free trade agreement with China reflects the recognition of opportunities presented by China's large market and ongoing economic growth [2]
美国发现一个“秘密”:每次对华加征关税,中国就去找非洲,为何
Sou Hu Cai Jing· 2025-09-16 07:08
Group 1 - The trade war between the US and China escalated significantly starting in 2018, with the US imposing tariffs on $34 billion worth of Chinese goods, primarily targeting industrial products [2] - By 2019, the US expanded tariffs to $200 billion worth of Chinese goods at a rate of 10%, while China retaliated with tariffs on $60 billion worth of US goods [2] - In 2024, the trade conflict intensified again, with the US imposing an additional 10% tariff on all Chinese imports on the first day of Trump's return to the White House [5] Group 2 - The agricultural sector in the US has faced severe challenges due to the trade war, with a 20% drop in purchases from China, leading to a loss of $12 billion [9] - In 2024, bankruptcy filings among US farms surged by 55%, particularly affecting the Midwest [9] - The average American household incurs an additional $2,000 in living costs annually due to tariffs, which is estimated to slow GDP growth by 0.6 percentage points [10] Group 3 - China has demonstrated strategic resilience by diversifying its import channels, with imports from Brazil and Russia reaching $80 billion in the first half of 2025 [12] - Despite a 25% decrease in exports to the US, China's overall exports grew by 6% due to the Belt and Road Initiative [12] - Trade with Africa has significantly increased, with trade volume surpassing 2 trillion yuan in 2024, marking a 14.2% annual growth since 2000 [14] Group 4 - The trade war has historical parallels to the Smoot-Hawley Tariff Act of 1930, which led to a significant contraction in global trade [16] - The US agricultural sector has faced $27 billion in losses, prompting warnings of bankruptcy from agricultural associations [16] - In contrast, China's proactive global market strategies have allowed it to maintain a GDP growth rate of over 5% in 2025 [16] Group 5 - China's exports to Africa surged by 25.9% in the first eight months of 2025, with electric vehicle sales doubling [17] - African agricultural products are filling the gap left by US imports, with a 50% annual growth rate in imports from Africa [17] - China is aiding African nations in transforming idle farmland into productive agricultural areas, fostering mutual benefits [17] Group 6 - The ongoing trade conflict highlights the dangers of unilateral protectionism and the advantages of a diversified global strategy [18] - China's deep engagement in the African market has not only mitigated the impacts of the trade war but also created new growth opportunities [18] - As US farmers struggle under the weight of tariffs, China's cooperation with Africa is establishing a new foundation for future trade dynamics [18]
2025湖南(长沙)跨境电商交易会启幕 泰国任主宾国
Zhong Guo Xin Wen Wang· 2025-08-29 16:23
Core Insights - Thailand's rapidly growing e-commerce market and SMEs can connect with China's advanced platforms, logistics networks, and manufacturing bases to enhance market influence and achieve mutual benefits [1][2] - The 2025 Hunan (Changsha) Cross-Border E-Commerce Fair has commenced, with Thailand as the guest country, showcasing around 20 exhibitors featuring products such as clothing, handicrafts, food, and health products [1] - The fair attracted over 1,000 quality buyers from around the world, more than 500 key enterprises, and over 20 cross-border e-commerce platforms, highlighting Hunan's specialty products including medical devices, auto parts, ceramics, and textiles [1] Industry Developments - E-commerce has become one of the fastest-growing sectors in Thailand's digital economy, providing a significant platform for deepening digital cooperation and promoting knowledge exchange between Thailand and China [2] - The event aims to strengthen economic and trade cooperation with Hunan, leveraging cross-border e-commerce to expand bilateral trade channels for mutual benefits [2]
洽洽食品,业绩断崖式下滑超七成
Shen Zhen Shang Bao· 2025-08-21 13:04
Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of 2025, attributed to macroeconomic conditions, changes in external channels, and increased raw material costs [1][2] Financial Performance - The company achieved a revenue of 2.752 billion yuan, a year-on-year decrease of 5.05% [1] - The net profit attributable to shareholders was 88.6416 million yuan, down 73.68% from 337 million yuan in the same period last year [1] Cost Factors - The increase in raw material costs, particularly for sunflower seeds and core nut ingredients, significantly impacted the company's gross margin [1] - Adverse weather conditions during the sunflower harvest period in Inner Mongolia led to higher spoilage rates and reduced quality raw material supply, resulting in increased raw material prices [1] - The company faced rising procurement prices for almonds and cashews due to supply-demand dynamics and industry cyclicality [1] Strategic Adjustments - The company is actively adjusting its product and channel structures, increasing investment in new product development and channel expansion, which has temporarily affected profitability [1] - The company plans to optimize its sunflower seed procurement model by enhancing direct sourcing and improving procurement efficiency [2] - There is a focus on strengthening overseas procurement strategies to mitigate raw material price fluctuations [2] Institutional Holdings - Significant reductions in holdings by social security funds and basic pension insurance funds were noted, with the social security fund's holdings dropping from 9.6 million shares to 2 million shares [2] - Other investment funds, such as Guangfa Stable Growth Securities Investment Fund, also significantly reduced their stakes in the company [2]