将传统粮油产业与精准营养、健康管理相融合，开辟"食养"新赛道的益海嘉里金龙鱼（300999），为粮 油食品行业从营养向食养的大健康转型注入了蓬勃动能。并借贯穿种植、加工、销售的全产业链协同效 能，于千亿营收基本盘之上，探索产业前瞻性布局。由此，其在财经网主办的"2025年度新消费·新经 济"评选中，荣膺"2025年年度行业影响力品牌"。 金龙鱼丰益堂的诞生，让益海嘉里金龙鱼通过食养产品搭建起"饮食与健康"的桥梁，既拓展了品牌的价 值边界，也为行业"健康化、功能化"转型发展提供了新的路径参考。 品质管控为基，筑牢安全信任标杆 如果说科技创新是品牌引领消费的"引擎"，严苛的品质管控便是企业行稳致远的"基石"。益海嘉里金龙 鱼始终秉持"打造世界安全餐桌食品"的使命担当，在产品品质管理上坚持高标准、严要求，全方位确保 产品质量与食品安全。 AIB认证被称为食品界的"安全天花板"，覆盖从原辅料采购到成品出库的全供应链环节，每个细节都需 经过严苛检验，是全球最严格且公认的安全标准之一。早在2008年，益海嘉里金龙鱼便在行业和国家标 准基础上，自主引入AIB食品安全统一标准，通过规范化管理持续强化全链条品控，搭建起完善的质 ...

12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、上市 公司、媒体等领域数百位相关领导和重磅嘉宾。会上，第十四届金融界"金智奖"年度评选结果重磅揭晓，金龙鱼荣获"上市公司韧性发展"奖项。 责任编辑：钟离 作为粮油食品行业的领军企业，金龙鱼深耕主业三十余载，始终以稳健的战略布局与敏锐的市场洞察力应对行业波动，其发展韧性在业绩表现、创新转型与 责任践行中全面彰显。业绩层面，企业已实现从前期调整到稳步复苏的关键跨越，今年前三季度累计实现营业收入1,842.70亿元，同比增长5.02%；归母净 利润达27.49亿元，同比增幅高达92.06%，向市场传递出积极信号。 1991年，第一瓶金龙鱼小包装食用油上市，推动消费者从吃散装油向吃安全、卫生的小包装油转变；2002年，第二代调和油开启食用油行业"营养均衡"革 命；再到稻米油、6步鲜大米、"零反"系列食用油等多款创新产品的相继落地，金龙鱼始终聚焦核心竞争力培育，在研发创新与质量安全领域精耕细作。面 对银发经济崛起与健康需求升级的市场趋势，金龙鱼于2025年4月顺势推出大健康品牌 ...

Core Insights - Yihai Kerry Goldengrain debuted a health-focused theme at the 8th China International Import Expo, showcasing products like zero trans-fat cooking oil and low GI rice, reflecting the company's shift towards functional and precise food offerings [1] Group 1: Company Strategy - The company aims to transition from merely providing food to promoting health and nutrition, aligning with the evolving consumer demands for healthier eating options [1] - Yihai Kerry Goldengrain plans to launch its health brand "Jinlongyu Fengyitang" with functional products by April 2025, emphasizing its commitment to the health sector [1] Group 2: Market Response - The establishment of a dedicated health exhibition booth is a response to current industry trends and consumer needs, showcasing the company's achievements in the health domain [1] - The company envisions that in the next five years, the name "Jinlongyu" will be synonymous not only with quality grain and oil but also with concepts like "scientific dietary practices" and "active health" [1]

Core Insights - The company reported a revenue of 184.27 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 5.02%, and a net profit attributable to shareholders of 2.749 billion yuan, up 92.06% [1] - In Q3 alone, the company achieved a revenue of 68.588 billion yuan, reflecting a 3.96% year-on-year growth, and a net profit of 999 million yuan, which surged by 196.96% [1] - The growth in revenue and profit is attributed to the performance of its two main business segments: kitchen foods and feed raw materials & oil technology, with significant improvements in flour and rice businesses, and a rebound in oil product prices [1] Business Performance - The kitchen foods segment benefited from new factory capacity and expanded sales channels, leading to increased sales volume [1] - The feed raw materials and oil technology segment saw improved procurement and sales rhythm, alongside strong demand from the aquaculture industry, resulting in a significant increase in soybean crushing profits [1] Strategic Initiatives - The company is actively responding to national health initiatives, having launched the "Jinlongyu Fengyitang" health brand to address the rising demand for functional foods [2] - The brand focuses on functional food products that cater to specific health needs, such as plant sterol protein milk for those with abnormal blood lipids and glycerol diester oil for overweight individuals [2] - The company has initiated a "Health Month" campaign to promote health knowledge and products, collaborating with local hospitals and organizing sports events to integrate healthy eating with physical activity [3] Future Outlook - The company will participate in the upcoming China International Import Expo, showcasing its commitment to the Chinese market and the food industry [3] - The theme for this year's expo is "Empowering the Whole Industry Chain with Technology, Creating a New Era for the Health Industry," highlighting the company's focus on innovation in health and nutrition [3] - The company aims to leverage its core advantages in R&D, production, and supply chain to meet consumer demands for diverse, nutritious, and high-quality food products, ensuring sustainable long-term growth [3]

Group 1 - The "Qinhuangdao City Healthy Lifestyle Promotion Month" aims to integrate the "Three Reductions and Three Healths" concept into daily life through collaboration among government, enterprises, and society [2][3] - The event highlights the urgent need for health management in China, with over 300 million cardiovascular disease patients and nearly 400 million overweight and obese individuals [3][5] - The initiative is part of a broader national strategy to shift from a disease-centered approach to a health-centered approach, as outlined in the "Healthy China 2030 Planning Outline" [3][5] Group 2 - Yihai Kerry's Jinlongyu brand emphasizes its commitment to providing safe, nutritious, and healthy food, aligning with the modern food industry's direction [5][10] - The company has launched the "Jinlongyu Fengyitang" health brand, merging traditional wisdom with modern technology to create functional food products [5][10] - Significant product innovations include low-sodium noodles with 80% less sodium compared to traditional options, and various low-GI products aimed at diabetes management [5][7] Group 3 - The event featured a health product showcase, demonstrating Yihai Kerry's latest achievements in the health food sector [5][10] - A special experience program for employees with abnormal blood lipid levels showed an 85% overall effectiveness rate in improving key blood lipid indicators [7][10] - The initiative also included interactive health education sessions, providing practical tools and knowledge to the public to promote healthier lifestyles [8][10]

Core Viewpoint - The event organized by Nanhai Oil and Yihai Kerry aims to promote health awareness and active lifestyle through outdoor activities, aligning with the national "Healthy China 2030" initiative [5][9][12]. Group 1: Event Overview - The outdoor walking event titled "Walking Together for Health" was held in Shenzhen Bay Park, involving six local enterprises and promoting health concepts [1][6]. - Participants engaged in various activities, including warm-up exercises and team chants, showcasing their commitment to a healthy lifestyle [7]. Group 2: Corporate Responsibility and Health Strategy - Yihai Kerry has launched the "Jinlongyu Fengyitang" health brand, focusing on personalized health products that integrate dietary and medicinal wisdom [5][12]. - The company emphasizes the importance of corporate participation in health promotion, contributing to the broader "Healthy China" initiative [9][12]. Group 3: Health Promotion and Community Engagement - The event served as a platform to extend health concepts from products to everyday life, with participants distributing health information to the public [8][9]. - Yihai Kerry plans to expand health-themed activities and leverage digital tools to enhance community engagement and health management [14].

Group 1: Financial Performance - The company achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67% [1] - The net profit attributable to shareholders reached 1.76 billion yuan, representing a significant year-on-year growth of 60.07% [1] - In the second quarter, the company's net profit surged by 261% year-on-year, while total profit increased by 475% [1] Group 2: Business Segments - Both major business segments, kitchen foods and feed raw materials & oil technology, experienced year-on-year growth in revenue and profit [1] - The kitchen foods segment benefited from expanded sales channels and new factory capacity, leading to increased sales, with notable improvements in flour and rice business performance [1] - The feed raw materials & oil technology segment saw significant profit growth due to effective raw material procurement and strong downstream demand in the aquaculture industry [1] Group 3: Health and Product Innovation - The company is accelerating its layout in the health sector, integrating traditional "food therapy" concepts into product innovation [2] - The launch of the health brand "Jinlongyu Fengyitang" marks a strategic leap into the health food industry [2] - A range of health-oriented products has been introduced, including plant sterol protein milk and glycerol diester oil, catering to specific health needs [2] Group 4: Market Trends and Consumer Demand - Overall consumption in China has been improving, with a 5% year-on-year increase in retail sales of consumer goods in the first half of the year [3] - The "Healthy China" strategy is driving consumption upgrades, creating new opportunities in the food industry [3] - The company aims to leverage its core advantages in R&D, production, and supply chain to meet the diverse and evolving needs of consumers [3]

Core Viewpoint - The company, Jinlongyu, has successfully turned around its performance in the first half of 2025, reporting its best financial results since its listing, with significant increases in revenue and net profit [1][4]. Financial Performance - In the first half of 2025, Jinlongyu achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67%, and a net profit attributable to shareholders of 1.76 billion yuan, up 60.07% [1]. - The second quarter saw a remarkable recovery in profitability, with net profit increasing by 261% year-on-year and total profit surging by 475% [1]. - The company's operating cash flow experienced explosive growth, rising from 1.64 billion yuan in the same period last year to 14.63 billion yuan, an increase of 793.97% [4]. Business Segments - Revenue from the kitchen food segment reached 71.55 billion yuan, a year-on-year increase of 2.69%, while the feed raw materials and oil technology segment generated 43.18 billion yuan, up 10.81% [4]. - The gross profit margin improved, with an overall increase of 1.63 percentage points to 6.53%, and specific segments like kitchen food and feed raw materials showing significant margin improvements [4]. Market Position and Strategy - Jinlongyu is recognized as the largest player in China's seasoning industry, benefiting from brand, scale, and fan effects, as well as a complete supply chain [1]. - The company has been actively pursuing a multi-brand, multi-category, and multi-channel strategy to capitalize on the ongoing consumer market growth [1]. - Jinlongyu has been expanding its central kitchen operations and has established 83 production bases across the country, aiming to reduce production costs and enhance product quality [8][9]. Challenges and Future Outlook - Despite the positive financial results, Jinlongyu faces challenges, including delays in key investment projects and concerns over market demand and competition [6][7]. - The company has reported that 10 investment projects did not meet expected returns due to various market conditions, indicating potential risks in future profitability [7]. - Jinlongyu is also exploring high-end product lines and diversifying into health products, aiming to enhance its market position and profitability [9][10].

Core Viewpoint - The company, Jinlongyu, reported a significant increase in revenue and net profit for the first half of 2025, indicating strong performance across its business segments, particularly in kitchen foods and feed raw materials [1][10]. Financial Performance - Jinlongyu achieved operating revenue of 115.68 billion yuan, a year-on-year increase of 5.67% [1]. - The net profit attributable to shareholders reached 1.756 billion yuan, reflecting a substantial year-on-year growth of 60.07% [1]. - In the second quarter, the net profit surged by 261% year-on-year, while total profit increased by 475% [1]. Business Segments - Both major business segments, kitchen foods and feed raw materials & oil technology, experienced year-on-year growth in revenue and profit [1]. - The kitchen foods segment benefited from expanded sales channels and new factory capacity, leading to increased sales, with notable improvements in flour and rice business performance [1]. - The feed raw materials & oil technology segment saw significant profit growth due to effective raw material procurement and favorable downstream demand in the aquaculture industry [1]. Product Innovation and Customization - Jinlongyu launched several customized products for major retailers, including organic millet and nutrient-rich pasta, demonstrating its strong R&D and supply chain capabilities [3][5]. - The company has established long-term partnerships with leading retailers, enhancing its market presence through customized product offerings [4][5]. - The trend of "wide SPU, narrow SKU" is emerging, where retailers prefer a few high-quality products in each category, favoring companies like Jinlongyu with strong ODM capabilities [5]. Health and Wellness Focus - Jinlongyu is actively expanding into the health and wellness sector, introducing products that align with modern health concepts, such as plant sterol protein oil and low-GI rice [6][7]. - The company launched the "Jinlongyu Fengyitang" brand, focusing on functional nutrition derived from traditional Chinese dietary practices [6][9]. - The growing prevalence of chronic diseases and an aging population in China present significant opportunities for the health and wellness market [6][9]. Competitive Advantage - Jinlongyu has maintained its industry leadership for 15 consecutive years, supported by a robust supply chain network and advanced R&D capabilities [10]. - The company has 83 production bases nationwide, allowing for cost reduction and quick market response [10]. - Jinlongyu's commitment to quality is reinforced by stringent food safety standards and a significant investment in R&D [10]. Market Trends - The overall consumption landscape in China is improving, with a 5% year-on-year increase in retail sales of consumer goods in the first half of the year [11]. - The integration of consumption upgrades with the pursuit of quality and healthy diets is creating new opportunities for the food industry [11].

Core Viewpoint - The company reported a strong performance for the first half of 2025, with significant growth in both revenue and net profit, indicating robust business operations and strategic expansion into the health sector [1] Financial Performance - The company achieved a revenue of 115.68 billion yuan, representing a year-on-year increase of 5.7% [1] - The net profit attributable to shareholders was 1.76 billion yuan, showing a substantial year-on-year growth of 60.1% [1] Business Segments - The main business segments, including kitchen foods, feed raw materials, and oil technology products, all experienced year-on-year growth in revenue and profit [1] - The flour and rice business showed significant improvement in year-on-year performance [1] - The feed raw materials business saw a notable increase in profit compared to the previous year [1] Strategic Initiatives - The company accelerated its expansion into the health sector, launching the health brand "Jinlongyu Fengyitang" in April [1] - The new brand focuses on extracting functional nutrients from natural foods to meet the health needs of specific populations, particularly in disease prevention [1] - A series of products under this brand have been showcased at several important exhibitions [1]