当"懒得做饭"的年轻一代开始主导家庭消费决策，预制菜正从餐饮业的"效率方案"转变为满足家庭日常 及节庆需求的常规选择。龙年春节餐桌消费呈现出"传统年味+现代便捷+健康升级"的三重趋势，预计 马年春节期间，预制菜市场也将迎来一波消费热潮，如千味央厨（001215）（001215）等行业头部企业 将直接受益。从连锁餐厅的中央厨房，到大型会员超市的货架，千味央厨正凭借其供应链与研发优势， 通过新零售渠道加速布局C端市场，构建企业增长的第二曲线。 面对C端市场机遇，千味央厨通过多品牌矩阵进行市场细分与覆盖。旗下"兴客坊"、"御知菜"等预制菜 品牌在天猫、京东、抖音等主流电商平台建立旗舰店；冷冻烘焙品牌"焙伦"瞄准家庭烘焙市场；通过收 购味宝食品切入茶饮赛道，小圆子、芋圆等产品深受新式茶饮品牌青睐。千味央厨的B端与C端业务并 非孤立，而是形成了协同互动的生态循环：B端业务为C端转化经过市场验证的优势产品，C端的消费反 馈则反哺B端的产品研发与创新方向。 值得关注的是，千味央厨具备进驻山姆等高端会员制商超的潜力。该类渠道对供应商的产品差异化能 力、品质稳定性与规模化供应能力要求极高。千味央厨的核心优势恰好契合：一是成熟的 ...

Core Viewpoint - The development of Guilin taro has transformed it into a billion-dollar industry, driven by its cultural significance and the government's support for rural revitalization [10][12][14]. Industry Overview - Guilin is a renowned production area for taro, particularly the Lijiang taro, which is highly favored by consumers [10][11]. - The peak season for Guilin taro is December, coinciding with the demand for winter delicacies [10][11]. - The "14th Five-Year Plan" emphasizes the cultivation of characteristic rural industries to enhance farmers' income [12][14]. Economic Impact - The Guilin taro industry has expanded significantly, with core production areas covering over 180,000 acres, yielding more than 300,000 tons annually and generating over 3.5 billion yuan in value [46]. - Taro has evolved from a staple crop to a valuable asset for farmers, symbolizing hope for wealth and prosperity [47][48]. Brand Development - The Lijiang taro has become a leading brand, recognized as the first agricultural product in Guangxi to obtain origin certification [53]. - The brand has received multiple accolades, including being designated as a special product for the Beijing Olympics and achieving a brand value of 2.626 billion yuan by 2024 [56][58]. - Other emerging brands like Anhe and Qinglong taro are gaining recognition, contributing to the overall growth of Guilin's agricultural products [69][81]. Processing and Value Addition - The industry is shifting from fresh sales to deep processing, enhancing the value of Guilin taro products [88][89]. - The development of frozen products and processed goods like taro paste and taro balls is expanding market opportunities [95][97]. - Companies are also exploring health and wellness markets by developing medicinal and dietary products based on taro's nutritional benefits [108][111]. Future Prospects - The Guilin taro industry is positioned for further growth, supported by government policies, technological advancements, and market expansion [117][118]. - The upcoming promotional event in Beijing aims to strengthen market connections and enhance the visibility of Guilin taro [119].

Core Viewpoint - The promotion of Guilin sweet potato in the Greater Bay Area represents a significant opportunity for agricultural development and rural revitalization, showcasing the integration of traditional agriculture with modern consumer markets [5][7][90]. Group 1: Event Overview - The "Guilin Sweet Potato Industry (Guangzhou) Promotion Conference" was held on December 6, 2025, in Guangzhou, marking a significant event for the introduction of Guilin sweet potatoes to the Bay Area market [5][10]. - The event featured a vibrant market atmosphere, with consumers eagerly purchasing and tasting the sweet potatoes, indicating strong market interest [3][30][32]. Group 2: Agricultural Development - Guilin has developed a comprehensive industrial chain for sweet potatoes, including standardized planting, large-scale processing, and brand marketing, transforming the product from a local specialty to a recognized industry [20][22]. - The sweet potato industry has become a powerful engine for agricultural efficiency, farmer income growth, and rural revitalization, with a planting area exceeding 180,000 acres and an annual output of over 300,000 tons, generating more than 3.5 billion yuan in value [41][42]. Group 3: Product Characteristics - Guilin sweet potatoes are known for their unique flavor and texture, attributed to the region's favorable climate and geological conditions, making them a sought-after agricultural product [38][40]. - The industry has produced geographical indication products and has developed various processed forms, including sweet potato slices and powders, which are gaining popularity among consumers [68][70]. Group 4: Market Expansion - The promotion event facilitated connections between producers and buyers, enhancing market access for Guilin sweet potatoes and other local agricultural products, such as the Carrot Tomato [89][92]. - The collaboration between Guilin and the Greater Bay Area is expected to strengthen agricultural synergies and expand the market reach of Guilin's specialty products [90][92].

Core Insights - The "Fanglin Water Chestnut" and "Hezhou Sweet Potato" have emerged as star products at the 23rd China International Meat Exhibition, showcasing the potential of regional agricultural products [1][8] - The Fanglin Water Chestnut has a brand value of 5.019 billion yuan and has been recognized as a national geographical indication product, contributing significantly to local farmers' income [1][6] - The Hezhou Sweet Potato has also received national geographical indication protection and is being developed into various products for diverse markets [7][8] Group 1: Fanglin Water Chestnut - The Fanglin Water Chestnut is a national geographical indication product with a brand value of 5.019 billion yuan, ranking among the top 100 regional brands in China for two consecutive years [1][6] - In 2024, the planting area for Fanglin Water Chestnut is expected to reach 80,000 acres, with a total output of 160,000 tons and a production value of 450 million yuan, benefiting 15,800 farming households [1] - The product has a strong export market, with 85% of its products sold outside Guangxi, generating annual export earnings of 80 million USD [5][6] Group 2: Hezhou Sweet Potato - The Hezhou Sweet Potato has been developed into over 30 products, including sweet potato strips, powder, and balls, catering to various sectors such as catering and baking [7] - The product has also been granted national geographical indication protection, enhancing its marketability as a high-quality agricultural product [8] - The local government is actively promoting the brand and expanding its market reach through participation in trade fairs and strategic marketing initiatives [8]

Core Insights - The red taro from Yanshan County, Jiangxi, is experiencing a harvest period with over 100,000 acres being cultivated, leading to increased activity among local farmers [1][3] Group 1: Industry Overview - The red taro industry in Yanshan County has faced challenges such as variety degradation and reduced yields, prompting the development of superior new varieties [5] - Current planting yields have increased by over 25%, with an average yield exceeding 2,100 kilograms per acre [5] - The industry has stabilized with a planting area of 102,000 acres, generating an annual output value exceeding 1 billion yuan, and providing employment for over 30,000 people [6] Group 2: Market Demand and Processing - The red taro is known for its delicate texture and is used in various processed products such as red taro rice cakes, taro balls, and milk tea [6] - The market demand is particularly strong in regions like Jiangsu, Zhejiang, and Shanghai, with farmers operating on an order-based model, transporting approximately 60 to 70 tons daily [5]