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预见味来:2026成都糖酒会,解锁调味品行业十大新“味”来趋势
Sou Hu Cai Jing· 2026-01-09 04:16
全国糖酒商品交易会作为我国历史最悠久、规模最大的专业展会之一,不仅是促进产销对接、引领消费 升级的经济纽带,更肩负着推动食品酒饮产业高质量发展的重要使命。近年来,通过构建"展城融合"新 模式,糖酒会实现从单一展会到全产业链生态平台的转型升级,在畅通经济循环、促进消费扩容、推动 高水平对外开放等方面发挥着不可替代的作用。 一、历久弥新:一部调味品行业的成长史诗 从1955年在北京召开的"全国供应会"到2026年在成都举办的第114届全国糖酒会,这一盛会作为中国酒 类食品行业人士最忠实的朋友,见证、参与和记录了中国调味品行业波澜壮阔的发展史。从最初的酱 油、醋、盐等基础调味品,到如今的复合调味料、功能性调味品、国际风味调料,糖酒会完整记录了中 国调味品产业从单一到多元、从传统到现代、从本土到国际的全过程。 二、规模空前:第114届糖酒会全面升级 第114届全国糖酒会将继续使用西博城和世纪城全馆,展会总面积达32.5万平方米,预计将吸引6500家 参展商及40万专业观众参与,规模再创新高。其中,调味品及配料展区作为近年来增长最快的板块之 一,将占据超过5万平方米的展览面积,汇聚全球顶尖的调味品企业、创新品牌和产业链 ...
恒顺醋业:恒顺集团累计增持公司股份约1249万股,增持计划实施完毕
Mei Ri Jing Ji Xin Wen· 2026-01-05 08:39
每经AI快讯,恒顺醋业1月5日晚间发布公告称,恒顺集团于2025年5月24日至2025年12月31日期间,通 过上海证券交易所系统以集中竞价方式累计增持公司股份约1249万股,占公司总股本的1.13%,累计增 持金额为人民币约9900万元,相关增持计划实施完毕。 (记者 曾健辉) 每经头条(nbdtoutiao)——秒光!1499元飞天茅台上线即空,i茅台App冲上苹果购物榜第一,10万用 户已下单!经销商同价做回馈,1000箱很快卖完 ...
海天味业拟派发17.54亿特别分红 稳健经营前三季负债率仅15.38%
Chang Jiang Shang Bao· 2025-12-21 23:19
有着"酱油茅"之称的调味品龙头海天味业(603288.SH)抛出重磅分红方案。 12月18日晚间,海天味业发布公告表示,拟向全体股东派发17.54亿元(含税)特别分红,并承诺未来 三年(2025年度至2027年度)每年度现金分红比例不低于当年归母净利润的80%。 长江商报记者注意到,加上2025年上半年已实施的15.19亿元分红,公司全年累计分红将达32.73亿元 (含税),占前三季度归母净利润的61.50%。 真金白银回馈股东的背后,是公司稳健经营基本面的坚实支撑。2025年前三季度,海天味业营收216.28 亿元,同比增长6.02%;归母净利润53.22亿元,同比增长10.54%。公司盈利指标在调味品行业中继续领 跑。 长江商报消息 ●长江商报记者 江楚雅 充沛的现金流与极低的负债水平,为高分红方案提供了坚实基础。截至三季度末,公司账上货币资金高 达224.76亿元,资产负债率仅为15.38%。 2025年累计分红将达32.73亿 公告显示,海天味业拟向全体股东派发17.54亿元(含税)特别分红,并承诺未来三年(2025年度至 2027年度)每年度现金分红比例不低于当年归母净利润的80%。海天味业表示,此 ...
资本市场崛起“镇江板块”
Xin Lang Cai Jing· 2025-12-20 22:07
(来源:新华日报) □ 本报记者 晏培娟 艾培 通讯员 郑菡 12月15日,记者在江苏天工钛晶新材料有限公司的项目现场看到,厂房已进入主体施工阶段。通过打造 国内先进的等离子雾化制粉生产线,一个高端钛合金粉末生产基地正在加速建设。这家由江苏天工科技 股份有限公司(下称"天工股份")控股,于今年8月设立的新公司,正全力切入增材制造(3D打印)的 产业链上游,填补国内高端钛合金粉末领域的空白。作为钛合金新材料领域的国家级专精特新"小巨 人"企业,天工股份依托国内首创的短流程制备技术,自今年5月在北交所上市以来市值已突破125亿 元,目前居北交所市值前五。 今年以来,资本市场"镇江板块"总量增至26家,其中境内上市公司23家,数量居全省第六。值得一提的 是,今年以来镇江北交所上市企业增量位列全省第二。金融活水持续浇灌科创"沃土",为镇江产业强 市"一号战略"注入强劲动能。镇江市委书记马明龙表示,将以更有力度的金融服务,推动资金链和创新 链无缝衔接、资金链和产业链深度融合、资金链和人才链良性互动,深入打好"扬帆计划""云帆计划"等 金融赋能"组合拳",帮助企业更好地借力资本东风、实现扬帆远航。 "镇江速度"凸显,上市 ...
旧中出新何以“沾得很”?
Ren Min Ri Bao· 2025-12-08 02:17
Group 1 - The core viewpoint emphasizes the importance of technological innovation in transforming traditional manufacturing industries to enhance competitiveness and overcome homogenization challenges [1][2] - Yangquan Valve Company has developed a "cladding welding technology + robotics" integration technique that significantly improves the sealing performance and lifespan of large metallurgical valves while reducing production costs by 60% [1] - The company has focused on product innovation, filling 58 product varieties that meet domestic needs, and has been recognized as a national-level specialized and innovative "little giant" enterprise [1] Group 2 - The shift towards new development also aligns with green initiatives, as seen in the increased utilization of coal gangue from less than 30% to over 95% in the production process at Jinkun Mining Products Co., Ltd [2] - Yangquan Valve is actively entering high-dimensional niche markets by developing large-diameter gate valves made from low-temperature resistant cast steel to address issues like brittleness and sealing failure in low temperatures [2] - The company is also focusing on the hydrogen energy sector by developing specialized high-pressure, hydrogen-resistant products to capture opportunities in the hydrogen pipeline construction market [2] Group 3 - The integration of advanced technology and traditional practices is crucial for enhancing industry standards, as demonstrated by the Shanxi Water Tower Vinegar Industry Co., Ltd, which combines traditional fermentation methods with modern automated production lines [3] - The balance between new and old practices is essential for traditional industries, allowing for the activation of development potential through localized and innovative approaches [3] - The commitment to high-quality development across regions is expected to yield positive outcomes, as indicated by the phrase "sunshine nourishes industry, vitality enhances quality" [3]
旧中出新何以“沾得很”(现场评论)
Ren Min Ri Bao· 2025-12-07 22:02
Group 1 - The "14th Five-Year Plan" period in China has been marked by significant achievements and challenges, with a focus on high-quality development for the upcoming "15th Five-Year Plan" [1] - Yangquan Valve Co., Ltd. has successfully integrated "cladding technology + robotics" to enhance the sealing performance and lifespan of large metallurgical valves, reducing production costs by 60% [2] - The company has innovated 58 product varieties that fill domestic gaps and has been recognized as a national-level "specialized, refined, and innovative" small giant enterprise [2] Group 2 - The utilization rate of coal gangue at Jinkun Mining Products Co., Ltd. has increased from less than 30% to over 95%, significantly improving solid waste recycling efficiency [3] - The transformation of corn starch into high-value supercapacitor carbon has increased its price from around 3,000 yuan per ton to nearly 150,000 yuan per ton, showcasing the potential of technology in traditional industries [3] - Yangquan Valve is actively entering niche markets by developing large-diameter gate valves made from low-temperature resistant cast steel to address issues like brittleness and sealing failure in low temperatures [3] Group 3 - Shanxi Water Tower Vinegar Co., Ltd. combines traditional brewing methods with modern technology, utilizing automated production lines and real-time monitoring to enhance efficiency [4] - The integration of new technologies with traditional practices is essential for revitalizing old industries, emphasizing the importance of adapting to new trends while preserving core values [4] - The successful development of traditional industries relies on balancing new and old methodologies, maximizing the potential for growth and innovation [4]
日本老字号玉之井醋设合资公司再闯中国市场
日经中文网· 2025-11-29 00:33
玉之井醋是1907年创业的老字号,过去曾在中国设立过100%出资的销售公司,但 由于商业习惯的差异,销售业绩不佳,最终撤退。此次与大连天鹏食品成立了合资销售公 司,将联合开发醋、高汤等相关调味品…… 日本食醋制造商玉之井醋(Tamanoi Vinegar)宣布,将在中国扩大醋相关调味品的销售。 最近与当地的代工方成立了合资销售公司。在中国,"日式"调味品人气高涨,将联合开发符 合中国消费者喜好的商品,同时开拓超市等的销路。 为了开拓中国市场销路,玉之井醋积极参加展会(9月,沈阳市) 玉之井醋是1907年创业的老字号。销售额虽未公布,预估在75亿日元左右。在日本的食醋市 场,规模仅次于味滋康(Mizkan)和丘比酿造。 版权声明:日本经济新闻社版权所有,未经授权不得转载或部分复制,违者必究。 日经中文网 https://cn.nikkei.com 视频号推荐内容: 玉之井醋与生产芥末和酱油等产品的大连天鹏食品共同出资,成立了"玉之井(北京)商 贸"。注册资本为17万元。出资比例未公布,但玉之井醋的社长播野贵也表示"我们将作为平 等伙伴运营公司"。此外,作为日本商品出口窗口的日本贸易公司丸王也加入其中。 玉之井醋 ...
微信推客别乱闯!揭秘微信电商超越传统平台的真相
Sou Hu Cai Jing· 2025-11-22 05:11
"新疆花园牛奶99元5提,性价比超高,快买!"这样的文案发在朋友圈,大概率会被划走。传统电商靠搜索流量,用户有明确需求才 会点击,文案只要说清价格和规格就行;但微信里的用户没有购物需求,需要你用场景唤醒。 真正能开单的分享是"场景化表达":买了新疆花园牛奶后,拍一张一家人早餐时人手一瓶的照片,配文"试了款新疆牛奶,比之前买 的更浓,儿子平时不爱喝牛奶,今天居然主动要第二杯,99元5提比超市便宜20多,喝不完放冰箱也能存很久"。这样的内容没有推 销感,反而像好友间的真心推荐。有数据显示,场景化分享的转化率是硬广的8倍,因为它契合了微信"社交+电商"的本质。 传统电商是"人找货"的货架模式,用户要主动搜索;微信电商是"货找人"的社交模式,用生活场景激发需求,这也是它能突破传统 电商流量天花板的关键。 新手想快速上手,这三个黄金步骤必须记牢,更能帮你看懂微信电商的真正威力。 传统电商的推客模式很简单:拿到商品链接,配上通用文案群发即可,很多人甚至没见过实物。但微信推客要是这么做,必死无 疑。微信电商的基石是社交信任,连自己都不用的东西,凭什么让好友买单? 正确的起步方式是"自购体验":从推客平台选鸡蛋、牛奶、食盐这 ...
研报掘金丨国泰海通:维持海天味业“增持” 评级,盈利能力保持平稳
Ge Long Hui A P P· 2025-11-17 08:45
Core Viewpoint - Haitai Flavor Industry achieved a net profit attributable to shareholders of 5.322 billion yuan in Q1-Q3 2025, representing a year-on-year increase of 10.54% [1] - The company’s Q3 net profit attributable to shareholders was 1.408 billion yuan, up 3.26% year-on-year [1] Product Performance - Revenue growth by product category: soy sauce +7.9%, oyster sauce +5.9%, seasoning sauce +9.6%, and other condiments +13.4% [1] - New product categories are highlighted as a growth driver [1] Regional Performance - Revenue growth by region: Eastern region +12.1% and Southern region +12.7%, leading overall market expansion [1] Profitability - Q3 gross margin was 39.63%, an increase of 3.02 percentage points year-on-year, primarily due to declining prices of key raw materials such as soybeans, white sugar, and packaging materials [1] - Continuous improvement in gross margin driven by cost reductions and growth in new businesses like vinegar and cooking wine [1] Valuation and Rating - The target price is adjusted to 46.04 yuan (previously 49.08 yuan), based on a 34.1X PE for 2026, referencing companies like Hengshun Vinegar, Jinlongyu, and Tianwei Food [1] - The rating is maintained at "Buy" [1]
千禾味业产品包装全新升级 配料干净酱油进入消费普及市场拐点
Bei Ke Cai Jing· 2025-11-05 11:01
Core Viewpoint - Qianhe Flavor Industry emphasizes the importance of clean ingredients and transparency in food labeling, aligning with consumer trends towards healthier choices and regulatory standards [7][9][10]. Group 1: Product Innovation - Qianhe Flavor Industry has launched the Qianhe 0 series soy sauce, featuring a minimalist ingredient list prominently displayed on the front of the packaging, which includes water, non-GMO soybeans, wheat, edible salt, and white sugar [3][6][10]. - The company has completed the packaging upgrade for the Qianhe 0 series by the end of September, ceasing production of old label products to ensure compliance with new food safety standards [8][9]. Group 2: Commitment to Quality and Safety - The company utilizes non-GMO soybeans and high-quality water sources from the Minshan region to ensure the authentic flavor of its products [2][11]. - Qianhe Flavor Industry employs an automated production line and contactless operations to enhance product safety and quality, minimizing human contact during the manufacturing process [11][15]. Group 3: Regulatory Compliance and Market Trends - The new food safety standards issued by the National Health Commission and the State Administration for Market Regulation will take effect in March 2027, promoting clearer labeling practices [8][9]. - The market research indicates that the share of clean ingredient soy sauce in the retail quality soy sauce market is expected to rise to 63.9% over the next three years, marking a significant shift in consumer preferences [11][16]. Group 4: Future Expansion - Qianhe Flavor Industry plans to extend its clean ingredient philosophy beyond soy sauce and vinegar to high-quality oyster sauce, recognizing the growth potential in this category [16].