财报显示，上半年依托"D+N"全渠道协同体系，三只松鼠在线下分销以加速全品类适配与全渠道渗透为重点，推出瓜子、火鸡面、 AD钙、八宝粥等千万级日销品矩阵。同时，探索打造三只松鼠"生活馆"，在坚果零食基础上新增"现制烘焙+生鲜+日化"等多个高频 刚需品类，自有品牌占比超90%。据公开数据，三只松鼠生活馆开业3天销售额破百万元。 全品类维度，报告期内除打造每日坚果、夏威夷果等数款亿级大单品和紫皮腰果、开心果、开口松子、巴旦木、芒果干、水牛乳千层 吐司、沙琪玛、鸡胸肉等五千万级单品外，子品牌"小鹿蓝蓝"保持增长及盈利态势，报告期内推出小鹿蓝蓝care和小鹿蓝蓝plus两大子 品牌，分别定位优质基础款母婴用品和青年健康零食潮品牌，向"婴童食品全领域"进军。此外，孵化超大碗、蜻蜓教练、东方颜究 生、金牌奶爸等新品牌矩阵，打造了火鸡面、螺蛳粉、鸡胸肉、轻食大礼包、核桃桑葚黑芝麻丸、宠物零食拌饭肉松等超百万潜力新 品。 为提升坚果及零食自产比例，三只松鼠聚焦四大集约基地优质供给体系，在东区（安徽芜湖）、北区（天津武清）、西南区（四川成 都）供应链集约基地基础上，报告期内新增签约华南（广东佛山）供应链集约基地，扩展建设华东供 ...

利润变动原因为：（1）坚果原料成本上涨，影响毛利率；（2）部分线上平台流量结构变化，费率有所 提升；（3）线下分销加大市场费用投入，加速日销品布局及终端渗透；（4）新增物业折旧及摊销费用 上升。 在"高端性价比"总战略牵引下，公司加速零食产品上新，为全渠道适配并经营全品类零食。打造水牛乳 千层吐司、沙琪玛、螺蛳粉、鸡胸肉等五千万级产品，同时肉松汉堡面包、蔓越莓豆沙糕、轻食组合、 素毛肚等新品上线数月突破百万销售。报告期内公司建成华东供应链集约基地弋江零食园区，包括肉 食、手撕面包、蛋黄酥三大工厂，覆盖五大品类，拥有七条产线，大幅提升零食自产比例。 （企业公告） 8月27日，三只松鼠发布2025年半年报。当中披露，2025年上半年，公司实现营业收入54.78亿元，同比 增长7.94%；归属母公司净利润1.38亿元，同比下降52.22%。 公告指出，营收变动原因为：（1）2025年年货节前移致一季度营收错档，二季度依托"D+N"全渠道体 系，整体营收增速超20%；（2）线下分销重点推进日销品铺市并试水乳饮饮料，二季度渠道销售实现 翻倍增长；（3）洞察即时零售新机遇，探索打造自有品牌生活馆首店。 ...

只要人的好奇心还在，"工业迪士尼"这样的 乐园就不会消失。 文 ｜ 馍王 编辑 ｜ 闫如意 来源｜ 凤凰WEEKLY（ID：phoenixweekly） 封面来源 ｜ Unsplash 以下文章来源于凤凰WEEKLY ，作者馍王 凤凰WEEKLY . 有温度、有情感、有趣味的新媒体。 今年夏天，是近年来"室外活动"最难的一个夏天。 酷暑和暴雨轮番来袭，让徒步野营没了声响，骑行自驾寸步难行。前两年大火的"生态研学营"，也忍气吞声地消失了不少。 然而，旅游是一个"此起彼伏"的行业，有地方衰落，就有地方崛起。 老G发现，一种新的"室内旅游"形式开始在身边流行起来。 而且最爱这种旅游方式的，不是放暑假的孩子，而是从工作日中挤出空闲时间也要去的打工人。 它就是"工业游" 。 工厂，怎么成了游乐场？ 一说工业游，脑子里有刻板印象的朋友立刻丧失兴趣了： 不就是工厂参观嘛？上学那会儿去过。 买了挺贵的门票，结果就是去大工厂里那种专门用来接待游客的"参观走廊"走一圈。墙上地上全都是介绍工厂历史、生产流程、责任分配的展板，顶多再 给你弄俩微缩模型。 同行来也许能学到点东西，但游客来站着都能睡着。 属于花钱买了节线代课，还得是下午 ...

Core Viewpoint - The article discusses the rise of "industrial tourism" as a new trend in the tourism industry, particularly appealing to working individuals seeking unique experiences during their limited free time. This form of tourism transforms traditional factory visits into engaging and interactive experiences, often with added benefits like free products or hands-on activities [3][32]. Summary by Sections Industrial Tourism Emergence - This summer has been challenging for outdoor activities due to extreme weather, leading to a decline in popular outdoor tourism options. However, a new trend called "industrial tourism" has emerged, attracting working individuals who seek to make the most of their leisure time [3][5]. Transformation of Factory Visits - Industrial tourism has evolved from dull factory tours to dynamic experiences where visitors can engage in various activities, such as hands-on product sampling and interactive displays. The affordability of tickets enhances the appeal, making it a popular choice for tourists [5][7]. Examples of Popular Industrial Tours - Notable examples include the螺霸王螺蛳粉 factory, where a ticket priced at 36 yuan includes a factory tour and a meal, showcasing the value offered to visitors [7][9]. -元气森林 factory offers a similar experience with a 25 yuan ticket that includes free drinks and interactive displays, further enhancing visitor engagement [11][13]. Visitor Experience and Engagement - Many visitors seek not only to enjoy the products but also to gain hands-on experience, such as DIY activities at various factories. For instance, the北冰洋 factory allows visitors to create their own soda, while the新希望 dairy factory offers simulated milking experiences [16][19]. Market Growth and Future Prospects - Industrial tourism is classified under "industrial science popularization tourism," which is part of China's broader tourism market. Despite currently holding a smaller market share of 100 billion yuan, it is the fastest-growing segment among agricultural and technological tourism [32][43]. - Predictions indicate a compound annual growth rate of 18% to 22% for this market in the coming years, highlighting its potential for expansion [43][44]. Visitor Demographics and Motivations - The article notes that industrial tourism appeals to a wide range of visitors, including those seeking unique experiences, educational opportunities, and even a sense of nostalgia for childhood interests in machinery and production processes [51][54]. Challenges and Considerations - Despite the growth, there are concerns regarding safety and the authenticity of experiences offered. Some visitors report issues with high ticket prices and inadequate engagement, suggesting a need for better regulation and quality assurance in the industry [45].

Group 1 - The article discusses the rise of "industrial tourism" as a new trend in the tourism industry, particularly appealing to working individuals seeking leisure activities during their limited free time [1][35][56] - Industrial tourism is characterized by factory visits that offer interactive experiences, allowing visitors to engage with production processes and take home products, making it more attractive than traditional factory tours [4][20][34] - The market for industrial tourism is currently valued at approximately 100 billion yuan, with a projected compound annual growth rate of 18% to 22% over the next few years, indicating significant growth potential [37][52] Group 2 - Notable examples of successful industrial tourism include the Luosifen factory in Guangxi, which offers affordable tickets that include a meal, and the Yuanqi Forest factory, which provides free drinks and interactive experiences [6][11][13] - The article highlights the increasing popularity of factory tours among consumers, with events like Xiaomi's factory tour receiving overwhelming interest, showcasing the demand for such experiences [40][43] - The article also mentions that industrial tourism is part of a broader category known as "industrial science popularization tourism," which includes agricultural and technology museum tourism, with industrial tourism currently having the fastest growth rate among these categories [36][37]

Core Insights - The Chinese rice noodle industry has reached a market scale of 300 billion yuan, with a complete industrial chain covering planting, production, processing, distribution, and sales [1] - The popularity of rice noodles is reflected in social media discussions, which have increased by over 30% year-on-year, with total online mentions exceeding 1 billion [1] - The market is rapidly expanding, with a projected terminal consumption market size of over 80 billion yuan by 2025, indicating a shift from regional specialty food to a national daily consumption [18][20] Industry Overview - The rice noodle industry has evolved from a local food history to a national phenomenon, with various regional specialties like Guangxi's snail noodles and Chongqing's spicy noodles gaining popularity [6][7][9] - The market has seen a significant increase in the number of registered companies, with over 60,000 new registrations in 2023, a 31.9% increase from 2022 [36] - The industry is characterized by a competitive landscape, with a focus on brand differentiation and innovation in flavors and product offerings [29][42] Market Dynamics - The online and offline sales channels for rice noodles are expanding, with nearly 210,000 stores nationwide by mid-2025, and over 80,000 new stores opened in the past year [20] - The online segment has seen a significant increase in demand, with online orders for rice noodles accounting for 11.2% of the snack fast food category in 2023 [20] - The rise of instant rice noodles has been driven by modern production techniques and consumer preferences for convenience, leading to a surge in online sales [20][23] Competitive Landscape - The top brands in the instant rice noodle market have established a stable market structure, with the top six brands maintaining their rankings from 2023 to 2025 [23] - The brand "Chou Bao" has consistently held the largest market share, increasing from 8.2% in 2023 to 11.5% in 2025 [24] - The offline market remains fragmented, with over 80% of brands having fewer than 50 stores, indicating a competitive environment with many small players [26] Consumer Trends - The demand for rice noodles has transcended basic sustenance, becoming a lifestyle choice among young consumers, driven by low cost and high emotional value [13][15] - Social media has played a crucial role in promoting rice noodle culture, with various discussions and trends emerging around different types of noodles and eating experiences [15][32] - Flavor trends are evolving, with sour and spicy flavors becoming dominant, and a growing interest in healthier options like konjac and buckwheat noodles [29] Supply Chain and Production - The rice noodle industry has developed a comprehensive supply chain, focusing on quality raw material sourcing, standardized production, and efficient distribution networks [38][39] - The establishment of industry standards, such as the recently approved QB/T2652-2025, is expected to enhance product quality and market trust [39] - Companies are increasingly investing in integrated supply chain systems to enhance competitiveness and operational efficiency [42][45] Future Outlook - The rice noodle market is expected to continue its growth trajectory, with increasing consumer demand and ongoing innovations in product offerings and production methods [18][50] - The integration of modern agricultural practices and branding strategies will be key to transforming traditional rice noodles into valuable consumer products [49][50] - The industry's evolution reflects a broader trend towards the establishment of a sustainable agricultural ecosystem, with rice noodles becoming a significant part of China's culinary identity [50]

Core Insights - The China Food Industry Supply Chain Promotion Conference aims to enhance the global competitiveness of the flour-based food industry, gathering industry representatives and experts to discuss development paths [1][2]. Group 1: Industry Transition - The flour industry is transitioning from local flavors to becoming a pillar of the national economy, as highlighted by industry leaders [2]. - Regional specialties such as Tongxu spicy noodles and Guilin rice noodles showcase the industrialization of local flavors [2]. Group 2: Supply Chain Innovation - The flour industry is experiencing a synergy of consumption upgrades, e-commerce connections, and policy support, with a shift in consumer demand from "eating enough" to "eating well" [3]. - Key innovations in supply chain efficiency are driven by cost reduction and consumer benefits, emphasizing the importance of supply chain optimization [3]. - The establishment of the "China Flour Chain Industry Expert Think Tank" aims to publish annual supply chain development white papers and conduct industry research [4]. Group 3: Industry Upgrades - The industry faces challenges such as supply chain collaboration, health demands, and globalization, with a focus on new flavors, processes, ingredients, and channels [5]. - Companies are expected to enhance supply chain control from farm to table, with significant growth potential in flour-based products [5]. - Innovations in flavor and health, such as low-GI products and reduced sugar options, are critical for meeting evolving consumer preferences [5]. Group 4: Collaborative Growth - The conference emphasized the need for a collaborative approach in the food industry, moving away from isolated operations to a more interconnected supply chain [6]. - The "China Food Industry Supply Chain Global Tour" initiative aims to expand market share and foster cultural communication through food [9]. - The launch of the "2025 Supply Chain Innovation Enterprises" list highlights 25 leading companies in the industry, showcasing their innovative capabilities [6].

Core Viewpoint - The article highlights the cultural significance and culinary versatility of freshwater snails (田螺) in Chinese cuisine, particularly during the summer night market scene, emphasizing their affordability and unique flavors [3][4][6]. Group 1: Cultural and Historical Context - Freshwater snails have been appreciated in Chinese cuisine for thousands of years, with archaeological evidence suggesting their consumption dates back to the late Paleolithic era, around 30,000 years ago [6]. - The article notes that snails were once a staple food during times of scarcity but have evolved into a delicacy enjoyed by food enthusiasts [6][9]. Group 2: Culinary Practices and Regional Variations - Different regions in China have distinct ways of preparing and enjoying freshwater snails, with Jiangnan favoring a lighter, more refined approach, while Hunan and Jiangxi prefer spicier, bolder flavors [11][18][21]. - In Jiangnan, the best time to enjoy snails is during the Qingming Festival, with a saying that "March snails are worth a goose," highlighting their prized quality during this season [13]. - Hunan's night markets feature snails as a popular dish, often served in spicy broths, with locals emphasizing the experience of "sucking" the snail meat for maximum flavor [19][20]. - In Guangxi, snails are integral to local dishes like snail rice noodles (螺蛳粉), where the broth is enriched with snail flavor, showcasing the region's culinary creativity [23][25]. Group 3: Preparation Techniques - Proper preparation of snails involves cleaning and purging them to ensure they are free of sand and mud, which is crucial for maintaining their flavor [9]. - The article discusses various cooking methods, including stir-frying, boiling, and steaming, with each region applying its unique spices and techniques to enhance the dish [22][29]. Group 4: Economic and Social Aspects - Freshwater snails are described as the "king of cost-performance" in night markets, making them an accessible and popular choice for late-night dining [7]. - The article emphasizes the social aspect of enjoying snails, as they are often shared among friends during gatherings, reflecting a communal dining culture [4][31].

Core Insights - The seventh China Grain Trade Conference highlights the shift from selling raw grains to selling products and brands, showcasing regional specialties and innovations in the grain industry [1][3] Group 1: Industry Trends - Over 4,000 enterprises and more than 20,000 industry personnel participated in the conference, indicating a robust interest in grain trade and collaboration [1] - The conference featured products like Wuchang rice, Ningxia goji berries, and Xinjiang red dates, emphasizing the importance of regional branding and product differentiation [1] - The collaboration between production and sales areas is evolving from traditional models to more integrated approaches, including order agriculture and brand co-construction [3] Group 2: Company Developments - The partnership between Shandong Huarui Group and a grain oil company in Inner Mongolia aims to enhance brand recognition and market access, with a production capacity of 45,000 tons of flour annually [3] - Long-lasting investments in the oil tea industry in Bama County have led to the introduction of 163 patented technologies, enhancing the processing capabilities of local products [4] - The sales revenue of the entire industry chain for Liuzhou snail rice noodles is projected to reach 75.96 billion yuan in 2024, demonstrating significant economic impact and job creation [4]

Core Viewpoint - The article discusses the paradox of county-level entrepreneurship, highlighting how county residents are drawn into the fast-food franchise model, often leading to financial losses and business failures, despite initial optimism and perceived opportunities [5][12][113]. Group 1: County-Level Consumption and Investment - County residents are often surprised by the high living standards of their peers, leading to feelings of inferiority, while also finding humor in the local adaptations of well-known brands [5][7]. - The presence of franchise stores in county towns reflects the investment habits of the middle class, who are eager to capitalize on perceived business opportunities [8][9]. - Despite the allure of entrepreneurship, many franchise ventures result in unexpected costs and lower-than-promised revenues, leading to significant financial strain on local entrepreneurs [10][11][12]. Group 2: The Franchise Model and Its Pitfalls - The fast-food franchise model is heavily marketed in lower-tier cities, creating a false sense of security for potential entrepreneurs [14][42]. - Many franchise businesses utilize familiar branding and marketing tactics to attract local investors, often leading to a cycle of financial loss [18][19][21]. - The initial excitement of opening a franchise can quickly turn into disappointment as many businesses fail shortly after launch, with some closing before they even recoup their setup costs [30][80]. Group 3: Characteristics of County Entrepreneurs - County entrepreneurs typically share common traits: financial stability, a desire for more than a stable job, and a willingness to invest disposable income into business ventures [35][36][38]. - Many entrepreneurs enter the franchise market believing in the feasibility of success without prior experience, often influenced by optimistic marketing claims [40][50][52]. - The allure of quick returns and minimal risk is a significant draw for county residents, despite the reality of high failure rates in the franchise sector [95][96][112]. Group 4: The Cycle of Hope and Disillusionment - The article illustrates a cycle where county residents repeatedly attempt entrepreneurship despite past failures, driven by a desire for financial freedom and self-fulfillment [104][114]. - Many entrepreneurs are caught in a cycle of optimism, believing that previous failures were due to poor project choices rather than systemic issues within the franchise model [101][102]. - The social dynamics in county towns create pressure to succeed in entrepreneurship, further entrenching individuals in the cycle of investment and loss [106][110][112].