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当消费分层遇见产业升级:透视达利创新模式的样本价值
Sou Hu Wang· 2026-01-29 06:47
临近年关,扩大内需、提振消费的政策陆续出台。当下中国消费市场最显著的特征,莫过于"分化"二 字。一端是追求极致性价比的理性消费,另一端是为健康、技术与情感支付溢价的升级浪潮。这种"哑 铃型"市场结构,正倒逼所有企业重新审视自己的创新路径。 是固守一端,还是谋求兼容? 作为中国食品饮料行业的领军者,达利食品集团以其37年的实践,给出了一份独具特色的答案:达利从 普惠式创新到引领式创新的战略选择,是深植于企业血脉、因时而动的一体两面。 这"一体",就是达利始终如一的使命内核——"用心创品质",让尽可能多的家庭享受到美味与健康的食 品。而这"两面",则是这一内核在不同时代语境下的外在表达:一面是让品质"触手可及"的广度,另一 面是让品质"持续领先"的深度。 时代的鼓点:从"规模红利"到"价值红利"的变迁 要理解达利创新模式的演化,必须将其置于中国消费市场波澜壮阔的宏大叙事中。 这正是达利"普惠式创新"的起源。它的本质,是"成熟品类的价值重塑与高效普及"。其目标并非从0到1 的原始发明,而是致力于通过全产业链的深度整合与极致优化,将已被市场验证的优质品类或产品概 念,以稳定可靠的品质和国民可负担的价格,实现规模化、高 ...
达利食品创始人之女许阳阳接任总裁:“80后”毕业于厦大,从基层做起曾主导公司上市
Sou Hu Cai Jing· 2025-11-14 09:18
Core Viewpoint - Dali Food Group has successfully completed a generational transition with Xu Yangyang officially taking over as president, following the legacy of her father Xu Shihui, amidst challenges in performance and market dynamics [1][5]. Group 1: Company Overview - Dali Food Group, founded in 1989, has evolved into a major player in the food industry with nearly 20 billion yuan in annual revenue, focusing on both food and beverage sectors [1]. - The company’s brand portfolio includes well-known names such as "Dali Garden" pastries, "Haochidian" biscuits, "Kebike" chips, and "Heqizheng" herbal tea [1]. - Dali Food was listed on the Hong Kong Stock Exchange in 2015, and the Xu family was recognized as the richest in Fujian province from 2016 to 2019 [1]. Group 2: Leadership Transition - Xu Yangyang, born in 1983, has been with Dali Food for 17 years, gaining extensive experience across various roles, including management, production, and brand operations [1][3]. - She has been instrumental in significant company milestones, including leading the successful IPO in 2015, which was the largest consumer goods IPO that year [3]. Group 3: Strategic Challenges and Opportunities - Dali Food has faced declining revenue from 2020 to 2022, with figures of 20.96 billion yuan, 22.29 billion yuan, and 19.96 billion yuan respectively, alongside a drop in net profits [5]. - The company is now focusing on revitalizing its brand image and exploring new growth avenues to overcome stagnation, particularly in light of a recent decline in revenue to 18.07 billion yuan in 2024 [5]. - Xu Yangyang is tasked with executing the company's overseas expansion strategy, which has established production bases in Indonesia, Thailand, Vietnam, and Saudi Arabia [3].