| 景德镇市市场监督管理局2025年第2期市本抽食品安全监督抽检信息表（6.11） | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | 依据《中华人民共和国食品安全法》及其实施条例等有关规定，景德镇市市场监督管理局本期公布抽检信息155批次样品,151批次合格,4批次不合格。产品 | | | | | 信息详见附件。现将抽检信息公布如下： | | | | | | | | 样品名称 | 报告分类 | 标识生产企业名称 | 被抽样单位名称 | 样品规格 | 生产日 | 结论 | | | | | | | 期/批号 | | | 碱水挂面 | 合格报告 | 河南永新面粉有限公司 | 乐平市万里食品商行 | 500克/袋 | 2025-01- | 纯抽检合 格样品 | | 香菇风味挂面 | 合格报告 | 浙江巨香食品有限公司 | 乐平市万里食品商行 | 500克/袋 | 2025-01- | 纯抽检合 格样品 | | 特级金标生抽（酿造酱 | 合格报告 | 佛山市海天（高明）调味食 | 乐平市万里食品商行 | 500mL/瓶 | 2025-02 ...

SDICSI 2025 年 6 月 11 日 海天味业 (3288.HK) 海天味业 IPO 点评报告 报告摘要 公司概览 海天味业是中国调味品领军者。据Frost-Sullivan数据，公司是全球第五大、中国 第一大的调味品企业，主要品类包括酱油、蚝油、调味酱、特色调味品及其他。23 全年/24全年/25一季度收入为245/269/83亿人民币，增速为-3.3%/10.4%/9%；净利 润为56.3/63.4/22亿，增速为-9.2%/12.7%/14.7%。23年公司进行渠道优化导致业 绩下滑，24年已经看到比较明显的改善，并且25年一季度增长延续。2025年3月末 公司资产负债率为16%，24年ROE为21%。 手握多个大单品，渠道覆盖全面。公司成功培育了7个10亿级大单系列（金标生抽、 草菇老抽等）、31个亿级以上产品系列。针对餐饮、食品加工企业及终端用户的需 求，公司累计推出超过1,450个SKU，产品矩阵完善。公司有广泛的渠道布局，经销 商数量达到6707家。凭借庞大的规模，公司的生产效率领先行业。公司未来的战略 规划除了深耕国内外，还将探索出海至全球。 行业状况及前景 中国调味品市场增长潜力大。 ...

Group 1 - The core viewpoint of the news highlights the strong performance of Foshan Haitian Flavoring and Food Co., Ltd. (Haitian) in Q1 2025, with revenue of 8.315 billion yuan and net profit of 2.202 billion yuan, showcasing the resilience of a leading enterprise [1] - Haitian's organic soy sauce, recognized for its "excellent quality" and "health positioning," has become a new growth driver, reflecting the company's precise grasp of consumer trends and deep innovation across the entire industry chain [1][3] - The organic food market in China is projected to reach 62 billion yuan in 2024, with the organic seasoning market expected to exceed 80 billion yuan in 2025, indicating significant potential in the organic seasoning market [3] Group 2 - Haitian's organic soy sauce is produced from non-GMO organic soybeans and wheat, adhering strictly to organic food requirements, and has received organic certification from China, the US, and Europe [3] - The "Lighthouse Factory" smart manufacturing system ensures stable output of organic soy sauce, utilizing AI technology for quality assurance and real-time monitoring of production parameters [4] - In 2024, Haitian achieved a revenue of 26.901 billion yuan, a year-on-year increase of 9.53%, and a net profit of 6.344 billion yuan, up 12.75%, demonstrating the effectiveness of its supply chain upgrades and cost optimization [6]

研究报告 Research Report 4 Jun 2025 中国必需消费 China (A-share) Staples 中国必选消费 6 月投资策略：布局"高股息+基本面改善"的股票 Layout stocks with high dividends and improved fundamentals [Table_yemei1] 观点聚焦 Investment Focus 价格：5 月茅台散瓶飞天批价延续回落态势，五粮液、国窖 1573 等高 端产品价格企稳；次高端市场分化明显，洋河 M3 水晶版、天之蓝价 格小幅回升，而 M6+价格继续回调。中低价位带整体保持平稳，市场 进入传统淡季调整期。5 月仅婴配粉代表产品较 4 月末折扣力度有所减 小，啤酒、液态奶、软饮料、方便食品与调味品的折扣力度均加大。 成本：5月软饮料/调味品/乳制品/速冻食品/啤酒/方便面现货成本指数 分别变动+0.34%/+0.30%/+0.03%/-0.57%/-0.81%/-1.22%，期货成本指数 变动分别为-0.78%/-2.70%/+0.33%/-0.74%/-2.84%/-1.26%。包材现货方 面，和去年同期相比，除 ...

Core Viewpoint - Foshan Haitian Flavoring and Food Co., Ltd. (referred to as "Haitian") has officially announced plans to issue H-shares and list on the Hong Kong Stock Exchange, marking a significant step in its globalization strategy aimed at enhancing its international brand image and overall competitiveness [1] Group 1: Company Overview - Haitian is recognized as a leader in China's condiment industry, often referred to as the "soy sauce king," and has a strong reputation for quality and historical depth among consumers [1] - The company has been actively expanding its international market presence, striving to bring Haitian's flavors to a global audience [1] Group 2: Financial Performance - In the first half of this year, Haitian achieved operating revenue of 14.156 billion yuan, representing a year-on-year growth of 9.18%, and a net profit of 3.453 billion yuan, with a year-on-year increase of 11.52% [3] - The net cash flow from operating activities reached 1.127 billion yuan, indicating strong profitability and cash flow status [3] - Despite facing its first revenue decline in nearly a decade in 2023, the company has not stagnated but has instead focused on enhancing product quality and diversifying its offerings to meet consumer demands [3] Group 3: Future Outlook - Haitian plans to continue deepening brand development, improving product quality and service levels to meet the diverse needs of domestic and international consumers [5] - The company aims to explore new market opportunities and growth points, striving to become a leader in the global condiment industry [5]

近日，一款"千禾0 "酱油中检测出镉，引发关注。有网友表示，"千禾0 "只是一个商标，并不意味着"零添加"。据消费者报道，今年3月， 该杂志向第三方权威检测机构送检了1 3款宣称零添加的酱油，测评指标为总砷和镉。 测试结果显示，送检的1 3款宣称零添加酱油中， 1 2款检出镉，7款检出总砷。其中，千禾御藏本酿3 8 0天酱油中，检测出0 . 0 11 0mg /kg的 镉。该检测结果引发大量关注议论。 其中，千禾御藏本酿3 8 0天酱油中，检测出0 . 0 11 0mg / k g的镉。 | 样品名称 | 锅(mg/kg) | 总砷(mg/kg) | | --- | --- | --- | | 味事达 头道鲜特级酿造酱油 | | | | 萬字 纯酿造酱油(酿造酱油) | 0.00572 | | | 金龙鱼 零添加特级味极鲜(酿造酱油) | 0.00578 | | | 加加 醇酸生抽酱油(酿造酱油) | 0.00662 | | | 八珍 生抽酿造酱油 | 0.0100 | | | 千禾 御枝本製380天酱油 | 0.0110 | | | 老恒和 双晒鲜酱油(特级) | 0.00625 | 0.00606 | | ...