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烟台本土元素闪耀,沉浸式消费场景精彩纷呈——夏日消费季逛什么?
Sou Hu Cai Jing· 2025-07-03 06:07
Group 1 - The "Consumption Season" event in Yantai, Shandong, launched on July 1, featuring a large-scale drone show and a consumption exhibition called "Five Colors of Mountain and Sea" [2] - The consumption exhibition attracted 46,000 visitors on the first day, generating total sales of approximately 173,000 yuan [2] - Local seafood, particularly salmon from Yantai's Changdao area, received positive feedback for its freshness and quality, leading to significant sales during the event [2] Group 2 - The DaDe Wine Culture Museum showcased locally produced fruit wines, which were popular among attendees, selling 500-600 bottles daily [3] - The exhibition featured a "Renewal" section for home appliances, promoting energy-efficient products with substantial discounts through government and manufacturer subsidies [5] - The event included a collaboration with Wushan, offering traditional dishes like Wushan grilled fish, enhancing cultural exchange and local culinary experiences [5] Group 3 - The consumption exhibition will run until July 6, featuring various activities such as parades, flash mobs, electronic music parties, and family-friendly experiences [6]
蔡澜去世
券商中国· 2025-06-27 08:13
6月27日,蔡澜微博账号发布了他去世的消息: 我们敬爱的蔡澜先生于2025年6月25日(六月初一),在亲友陪同下,于香港养和医院安详离世。 综合自:九派新闻、公开资料等 责编:王璐璐 校对:王朝全 百万用户都在看 突然!特朗普,释放重磅信号! 刚刚,升破40000点! 深圳,突发重磅!这个板块,集体飙升!"辐射效应"也在酝酿? 重大变数!半导体,突发! 中央明确公职人员违规吃喝认定标准 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 遵从先生意愿,为免叨扰亲朋,不设任何仪式,遗体已火化。 在此感谢各位对蔡澜先生的关怀。 公开资料显示,蔡澜,男,1941年8月18日出生于新加坡,祖籍广东潮州,后来定居香港。中国作家 、 美食家 、 电影监制 、 主持人,与金庸、倪匡、黄霑并称"香港四大才子"。 其生活方式亦备受大众热议。 近年来,他在内地注册了餐饮公司,在北京、深圳、广州等城市开设了线下门店。 1990年代中,蔡澜进军饮食业,曾推出过"暴暴系列"零食、酱料及茶饮等,亦曾在香港参与开设餐厅, 包括"粗菜馆"及"猪油捞饭" 。2006年,蔡澜于中环开办"蔡澜旅游"旅行社。2007 ...
日辰股份20260626
2025-06-26 15:51
Summary of the Conference Call for 日辰股份 Company Overview - **Company**: 日辰股份 - **Industry**: Food Processing and Seasoning Key Points and Arguments Financial Performance - **Q1 Revenue Growth**: Approximately 10.5% increase in revenue year-on-year, with net profit rising by 36% [2][4] - **Q2 Performance**: Decline in chain restaurant clients; however, the newly acquired 嘉兴艾贝邦 is expected to contribute approximately 50 million yuan in revenue for the year, positively impacting overall performance [2][7] - **Half-Year Outlook**: Anticipated to maintain double-digit growth in the first half, with potential improvement in the second half due to new product launches [2][5] Market Dynamics - **Chain Restaurant Sector**: The decline in the second quarter is attributed to a market downturn rather than loss of market share; demand from small and medium clients is weak, while large clients remain stable [6][8] - **Customer Base**: Focus on large clients such as 百胜, 沙普, and 三木 for revenue growth in the second half, particularly through new product launches in the autumn [9] Product and Capacity Insights - **Product Performance**: Shrimp cracker products have shown significant growth, although their low profit margin limits net profit contribution [10] - **Membership Store System**: The brand customization segment has performed exceptionally well, with revenue expected to exceed 80 million yuan by year-end [11] - **Production Capacity**: 青岛工厂 is nearing full capacity, while 嘉兴工厂 is expected to commence production between October and December, enhancing efficiency and order management [14] Strategic Initiatives - **Stock Incentive Plan**: A new stock incentive plan targets mid-to-senior management, with performance metrics set for a compound annual growth rate of 20% [3] - **C-end Strategy**: The company is adopting a contraction strategy in the C-end market, avoiding large-scale investments in distributors or offline supermarkets due to poor returns [24] - **Expansion Plans**: Plans to expand the 爱必诺 production line to reduce dependency on 百胜, which currently accounts for over 80% of its revenue [22] Challenges and Risks - **Market Environment**: The overall market remains cautious, with pressure from customer price negotiations impacting profit margins, which are expected to stabilize between 38% and 39% [18] - **Future Growth**: If the restaurant sector does not recover in the next three years, the company aims to achieve growth through new client acquisition and enhancing existing client contributions [29] Additional Insights - **Traditional Supermarket Channels**: Limited engagement in traditional supermarkets, with lower profit margins compared to overall business [12] - **Product Development**: Ongoing product development efforts with a focus on market feedback to align with consumer preferences [26][27] This summary encapsulates the essential insights from the conference call, highlighting the company's financial performance, market dynamics, strategic initiatives, and potential challenges.
立高食品: 立高食品股份有限公司相关债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-23 16:43
立高食品股份有限公司相关债券 中鹏信评【2025】跟踪第【354】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外,本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务,有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则,但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断,不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见,不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效,有效期为被评证券的存续期。同时,本评级机构已对受 评对象的跟踪评级事项做出了明确安排,并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有,未经授权不得修改、复制、转载和出售。除 ...
人均消费不到20元,烤鸭卷专门店冒头,背后供应商“躺赚”?
3 6 Ke· 2025-06-19 03:45
不去烤鸭店,也能实现烤鸭自由了。 曾经几十甚至上百元一只的烤鸭,正在以更平民化的方式出现。 最近,餐饮供应链指南注意到,在北京、深圳、南京等多个城市,一批烤鸭卷专门店正在冒头。这些门店主打的烤鸭卷,就是在薄薄的饼上打好菜底,再 铺上一层烤鸭,抹上各种酱料,便可快速出餐,一大卷的价格通常不到20元。 既可当主食,又可作为小吃,平价且美味的烤鸭卷,赢得了不少消费者的青睐。一些烤鸭卷专门店也在加速开店,开启规模化扩张。 烤鸭卷为何会流行起来?供需两热背后,又有哪些成因? 人均消费不到20元,烤鸭卷专门店冒头 以"烤鸭卷"为关键词在大众点评上搜索,可以发现,不少都是新入驻的门店。 比如,深圳的鸭府湾·卤味·烤鸭卷,旗下4家门店都是近两个月才被大众点评收录。 同样的情景,也在烤鸭文化浓厚的北京上演。比如,非尝卷·脆皮烤鸭卷·五花肉卷。大众点评显示,其在北京的20余家门店都标注了新店字样,其中的10 余家是在今年5月被大众点评收录。 北京、深圳以外,其它地区也不乏出现了烤鸭卷专门店,比如上上卷·脆皮烤鸭卷·五花肉卷。红餐大数据显示,该品牌已有20余家门店,分布于四川、天 津、北京等多省。 但更深层来看,烤鸭卷专门店的快速 ...
美国对摩洛哥农产品出口呈上升趋势
Shang Wu Bu Wang Zhan· 2025-06-18 03:37
(原标题:美国对摩洛哥农产品出口呈上升趋势) 据《摩洛哥Hespress报》6月15日报道,美国驻摩洛哥对外农业服务局发布 年度《出口商指南》显示,2024年美国对摩洛哥的消费食品出口额达到2.75亿 美元,高于上一年2.05亿美元,增幅达34%。 报告指出,坚果(尤其是杏仁)、牛肉和家禽、乳制品、大米、酱料、种 子和预制食品是主要的美对摩出口产品。随着摩洛哥人饮食习惯变化,市场对 上述产品的需求不断扩大。美国农业部强调,这一发展趋势是由该国的社会经 济转型推动的。62.8%的摩洛哥人居住在城市地区,城市中产阶级正在迅速壮 大。卡萨布兰卡、马拉喀什、拉巴特、丹吉尔和非斯是零售和户外餐饮领域的 主要目标市场。报告指出,食品加工行业占摩GDP的5%,注册企业约有2100 家,占全国工业就业岗位19%。 尽管发展势头强劲,但美国产品占据市场份额仍然不大,仅占摩洛哥消费 食品进口量的8%,欧盟占比超过50%。美国农业部认为,造成这一差异的原因 是欧盟与摩洛哥的地理位置接近、与摩洛哥的贸易关系紧密以及更具竞争力的 物流成本。 2006年签署的美摩自由贸易协定也在持续发挥作用,包括取消大部分农产 品关税,这提升了美国在摩 ...
老恒和酿造(02226.HK)6月10日收盘上涨25.0%,成交42.31万港元
Jin Rong Jie· 2025-06-10 08:39
资料显示,老恒和酿造有限公司的前身老元大酱园创立于江南湖州,创始人钱蓉江写下了"恒以持之,和信 为本"的祖训,走过了三个朝代的更迭,历经风雨磨砺,传承百年,成为了今天老恒和企业文化的精髓。正是 这种精神使老元大的酱香飘了半个世纪。随着1930年的迁址,老元大正式更名为"老恒和",取意百年品牌 谓之老,传承酝酿谓之恒,笑迎天下谓之和,传承宏愿和经营志向从中可见。如今的老恒和,浓缩了浙北地区 酱缸产业数百年的精华,以生产酿造料酒、黄酒、酱油、玫瑰米醋、腐乳、酱料、糟卤等产品为主,在经 历了兴盛和低谷,曲折和振兴的道路,历久而弥坚。这个有着百年历史的老字号,正在以令人惊叹的速度发 展,迎向下一个百年历程。湖州始称"菰城"。至秦时有乌巾、程林二氏善酿美酒,始皇喜爱乌程美酒,废菰 城封乌程县(当时全国只有三十六个郡县,以做酒封侯的只此一个),《浙江通志》中记载了这件事:"秦有乌 氏、程氏各善造酒,合其姓为乌程县。"晋代吴兴太守张玄之的《吴兴山墟名》记载:"乌巾山,昔有乌巾者, 其家善酿美酒,居此山。"由此可见,当年的乌巾就住在今天八里店的乌山。而程林则住在今天长兴的箬 溪。箬溪北岸被称为下箬,程林取下箬水酿酒,名"箬下 ...
陕西新增十一个省级经济技术开发区
Shan Xi Ri Bao· 2025-06-09 00:11
本次获批的省级经开区中,主导产业涉及新材料的最多,包括华州、华阴、榆阳、神木、略阳、洋 县、汉滨、镇安等8个经开区。陕西能源资源富集,当前正聚力打造现代能源万亿级产业集群。记者了 解到,主导产业涉及能源和能源化工的有华州、延川、富县、榆阳等经开区。主导产业涉农的经开区也 各有特点,例如延川、富县经开区均发展农产品加工业,略阳经开区发展绿色食药产业,洋县经开区发 展有机食品制造业,镇安经开区发展绿色有机食品产业等。 批复认定后,各园区被分别命名为陕西潼关经济技术开发区、陕西华阴经济技术开发区、陕西华州 经济技术开发区、陕西延川经济技术开发区、陕西富县经济技术开发区、陕西榆阳经济技术开发区、陕 西神木经济技术开发区、陕西略阳经济技术开发区、陕西洋县经济技术开发区、陕西汉滨经济技术开发 区、陕西镇安经济技术开发区。 省政府对这些获批的经开区提出明确要求:合理、集约、高效利用土地资源,加大生态环境保护力 度,严格执行环境保护法律法规和环境准入要求。聚焦主导产业和龙头企业加大招商引资力度,优化产 业布局,提升产业链竞争优势,做大做强产业集群。健全安全管理机构,完善安全管理制度,保障安全 投入,切实提升园区安全管理水平。 ...
海天味业即将港股IPO,A+H股“赚钱效应”大盘点
Sou Hu Cai Jing· 2025-06-06 08:02
Group 1: Market Performance and Trends - The IPO market in Hong Kong has shown a significant increase in profitability for new stocks in 2025, with 59% of the 27 new stocks listed from January to May experiencing price increases on their first trading day, and an average gain of 11.15% [1] - Notably, the IPO of CATL on May 20, 2025, raised HKD 41 billion, marking the largest global IPO of the year, with a first-day surge of 28.14% and a subsequent premium rate of 13%, challenging the traditional perception of H-shares being discounted [1] - Leading companies in the consumer and pharmaceutical sectors have demonstrated the potential for A+H share premium, with notable examples including Mixue Group and Hengrui Medicine, which saw first-day gains of 43.21% and 25.8% respectively [1] Group 2: Company Overview of Haitian Flavoring - Haitian Flavoring, a "Chinese Time-honored Brand" with over 400 years of history, has developed a comprehensive product matrix with over 1,000 SKUs, including soy sauce, oyster sauce, and vinegar [2] - According to Frost & Sullivan, Haitian is the absolute leader in China's seasoning industry, holding more than double the market share of its closest competitor and has been the largest seasoning company in China for 27 consecutive years [3] - The company has established a nationwide sales network that covers nearly 100% of city-level and 90% of county-level markets in China, ensuring effective management and communication with distributors [4] Group 3: Production and Standards - Haitian operates four major production bases in Guangdong, Jiangsu, Guangxi, and Hubei, and actively participates in the formulation of national and industry standards, having contributed to 49 standards as of September 30, 2024 [5]
烘焙业态试水自助,“回本”预期成面包抢客抓手
Cai Jing Wang· 2025-05-19 11:20
"50元以内吃到撑。" "19.9元的价位可以吃回本。" 与按量购买时需要计算商品单价模式相反,自助餐风潮正席卷烘焙界,社交平台上围绕面包自助的笔记层出不穷。 借势自助餐塑造性价比定位,成为烘焙品牌提高经营弹性的手段之一。 近期,21cake宣布在广州部分门店启动早餐面包自助,按照19.9元/位收费,主要供应时段为单日9:30-11:30,可选 品类包括面包、饮品、酱料。其中,面包涉及10余款,设有切片状,饮品则涵盖美式、拿铁、果茶等。 据网友探店视频,进店消费该自助的顾客可凭借托盘为载体放置面包。由于面包往往被分类后切割成片状或块状,单 份体积较小,此外,酱料桌上还设有空气炸锅,顾客可根据需求对面包复热。另有网友提醒,周末客流相比工作日更 多,人多时需要拼桌就餐。常规可补货的品类之外,单日有部分品类为限量推出。 2020年,原麦山丘便曾在微信服务号一篇文章中,将品牌北京三里屯店称为"早餐店",并指出该店单日8-11点(周末 延长到12点)供应以面包为主的自选欧陆风早餐,定价48元/位,包含10 种可无限量添加的面包,以及时蔬条、番茄 杯、美式咖啡、谷物麦片等小食或饮品。今年以来,不少有关baker&spic ...