当"健康中国"行动深入民心，当"大食物观"拓宽粮食安全边界，当"新质生产力"成为驱动产业升级的核 心引擎，中国家庭的一日三餐，正悄然发生着深刻变革。在这股时代浪潮中，十月稻田——这家从黑土 地成长起来的企业，也在2025年留下了自己的清晰印记。通过稳步推进战略升级、持续开展创新实践， 十月稻田不仅实现了业绩的增长，也在企业战略、产业升级以及社会价值的融合中，做出了积极的探 索。 传统饮食习惯中，大米、杂粮作为主食主要出现在一日三餐中。十月稻田在2025年的战略推进则超越了 这一框架，通过品类创新与场景拓展，将产品深度融入现代家庭的全方位饮食生活。这一转型的根本动 力，源于对国民消费趋势的敏锐把握——消费者需求正从吃饱吃好向健康、便捷、获得情绪价值等方面 升级。 以稳固的"大米基本盘"为基石，十月稻田持续推动产品结构优化，让优质粮食的价值得到市场认可。同 时，以"玉米"为突破口的第二增长曲线全面爆发，成为年度亮点。通过产品形态与食用场景的创新，一 根玉米被赋予了全新生命：从传统的蒸煮主食变身为美味便携的玉米棒、方便烹饪的玉米段、风味各异 的休闲零食，覆盖早餐、健身补给、办公室零食、户外露营等多元场景。截至今年1 ...

（文章来源：中国新闻网） 数据同时显示，2025年东京都23区核心CPI平均值为110.1，较上年上升2.7%。其中，大米类较上年上升 64.6%，为有可比数据的1971年以来最大涨幅。据日本共同社报道，受原材料价格高涨等影响，物价持 续上升，令消费者感到负担加重。 东京都23区CPI数据是日本全国CPI的先行指标，12月份的日本全国CPI将于明年1月23日公布。(完) 中新网东京12月26日电 (记者朱晨曦)日本总务省26日公布的统计数据显示，12月份日本东京都23区去除 生鲜食品后的核心消费价格指数(CPI)为111.1，同比上涨2.3%。 数据显示，当月，去除生鲜食品以外的食品价格同比上涨6.2%。其中，普通粳米价格同比涨幅为 35.3%；寿司价格同比上涨16.2%；日本民众日常食谱中常见的饭团价格同比上涨15.5%；巧克力价格同 比上涨25.1%；咖啡豆价格同比上涨60.6%。 ...

近日，由格隆汇主办的"金格奖——大中华区卓越上市公司评选"结果正式揭晓。该评选旨在打造投资界最具参考价值的榜单，评选覆盖了港交所、上交所、 深交所、纽交所、美国证券交易所、纳斯达克证券交易所挂牌上市的全部上市公司及独角兽公司，颇具代表性与公信力。 其中，在"年度品牌价值奖"评选中，十月稻田凭借在品牌价值提升中的创新和不凡实践脱颖而出，成功斩获这一荣誉。 回望2025年，十月稻田实现了战略上的关键一跃，成为"家庭食品行业创新者"，同时实现优异的业绩表现，获得了多家投资机构的关注与认可。 另结合市场趋势来看，品牌价值正成为愈发重要的竞争力。在物质充裕的时代，品牌力意味着拥有更强的消费者认同感，从而有助于降低消费决策成本、增 厚业绩以及增强产业链话语权，实现可持续发展。 相应的，十月稻田等具备更高品牌价值的上市公司，也在资本市场中展现出更显著的投资吸引力。 更具体来看，笔者认为可以从三个维度来进一步解读十月稻田的品牌价值与投资价值。 1、顺势推进战略升级，从"厨房食品企业"到"家庭食品行业创新者" 2025年，消费市场依然处于动态变革之中，消费需求和场景越来越多元和精细，健康消费、情绪消费等成为主导。对于供给端来说 ...

（来源：工人日报） 下午五点半，北京地铁平安里站人流如织，向日葵、百合、康乃馨等多种鲜花在保鲜柜绽放，不少路过 的上班族在此停留、选购。"每天下班通勤高峰是我们最忙的时候，很多人路过都会带一束回家。"店铺 销售人员任女士说。 今年召开的中央城市工作会议指出，要将城市发展从大规模增量扩张转向提质增效为主。地铁站作为城 市核心存量公共空间，其便民化改造正是这一转型的缩影。 灵境胡同地铁站D口，还没出站，孩子嬉闹声就已传来。走进地铁站旁的口袋公园，秋千、坡地攀爬 架、小型篮球场……各色儿童游乐设施一应俱全。"这里紧邻西单商圈，附近又有居民区，每天都有家 长带娃来玩。"公园工作人员吴先生介绍，园内的无动力游乐设施、篮球场和秋千等设施专门为儿童设 计。 8号线的平西府站则连接着一个充满生活气息的商场：室内的绿植郁郁葱葱，咖啡店、潮玩店等店铺错 落分布，休闲座椅散落其间。"以前这附近没啥商场，买菜得跑好远。"家住附近的朱女士说，如今，地 铁站地面建起"小站公园STATION PARK"，"走路几分钟就能到商场的地下超市，门口的艺术公园让遛 娃也有了好去处"。 地铁站内开便利店、卖早餐，地铁站外新建出入口、扩展绿地公园和便 ...

日本汉字能力检定协会自1995年起每年评选年度汉字,"熊"字今年当选的主要原因是今年日本各地的"熊 出没"现象。据日本环境省12月5日公布的数据,4月至11月,日本全国共有230人遭到熊袭击,其中13人死亡, 伤亡数字均创历史新高。仅12月4日当天,日本各地至少有5人因遭熊袭击而受伤。此外,与往年相比,今年 7月以来熊的活动范围明显向人类生活圈靠近,引发民众对外出安全的强烈担忧,并波及旅游业。 主笔 赵世峰 12月12日,反映日本2025年世态民情的年度汉字在京都清水寺揭晓,"熊"字脱颖而出,在总计18.9万张选票 中得到超过2.3万票,得票数紧随其后的依次是"米"和"高",这三个字都与民生息息相关。 当然,"高"字位列年度汉字前三位还有一个原因,就是日本首位女首相高市早苗。只是,高市并未兑现竞选 期间抑制物价的承诺,反倒把钱花在扩充防卫费上,甚至还要为此举债以及加征个人所得税。 在2025财年补充预算案中,追加编入"防卫力强化"费1.1万亿日元。此前的2025财年原始预算中,防卫费已 达11万亿日元。按日本政府发布的各季度国内生产总值(GDP)增长率估算,防卫开支占GDP的比重达到 2%。 日本政府在202 ...

Core Viewpoint - The article highlights the evolving consumer preferences during the winter solstice, emphasizing the shift towards healthier, innovative food options like low-sugar and plant-based dumplings and tangyuan, while also showcasing promotional activities by JD Fresh to cater to these trends [1][3][9]. Group 1: Promotional Activities - JD Fresh is launching the "Cat Winter Solstice" campaign, offering various discounts and promotions on dumplings and tangyuan, including 1 yuan flash sales and significant discounts up to 50% [1][3]. - From December 18 to 19, customers can enjoy a "199 yuan off 100 yuan" promotion, and on December 20 to 21, additional discounts will be available, such as "8% off for purchases over 99 yuan" [3][5]. Group 2: Health Trends - There is a growing trend towards "light food," with consumers increasingly prioritizing health-conscious options, leading to the popularity of low-salt, low-sugar, and low-fat products [3][5]. - JD Fresh has introduced several plant-based dumplings and low-sugar tangyuan, such as the Wan Chai Ferry series, which features innovative flavors and healthier ingredients, appealing to health-conscious consumers [5][6]. Group 3: Product Innovation - The dumpling market is seeing a rise in high-end ingredients and creative collaborations, with products like seafood dumplings and character-themed tangyuan gaining popularity for their unique flavors and emotional value [6][7]. - Traditional dumplings and tangyuan are being reimagined with modern health considerations, such as the introduction of low-sugar options that maintain traditional flavors while catering to contemporary dietary needs [5][9]. Group 4: Consumer Behavior - The article reflects a significant shift in consumer behavior from merely seeking fullness to valuing health, innovation, and emotional connection with food, indicating a broader trend of consumption upgrading [9].

来源：环球网 一分耕耘，一分收获。这份源于自然的哲理，映照着十月稻田2025年的成长轨迹。2025年上半年，公司 总收入30.64亿元，同比增长16.9%；经调整净利润达到2.94亿元，同比增长97.7%；经调整净利润率从 去年同期的5.7%提升至9.6%。 一路长红的业绩背后，是十月稻田对食品产业的长期深耕，以及跟消费者需求的同频共振。在中国家 庭"吃好"理念的变迁中，十月稻田以一粒好米为起点，用创新作笔，交出了一份战略升维、年轻化破圈 的年度答卷。 图片来 源：十月稻田官网 图片来 源：十月稻田对外资料 2025年，十月稻田完成了从"厨房食品企业"到"家庭食品行业创新者"的战略定位升级，从单一厨房场景 向家庭及休闲、方便的生活场景完成了深度渗透。 战略定位层面上的变革，显现在企业推出的全新品牌传播语——"十月稻田 中国味 香香香"；变革的落 地与深化，则聚焦于品类布局的重构。围绕现代家庭健康、便捷、多元化的饮食需求，十月稻田打造 了"主食+休食"战略，并构建了的多元化产品矩阵。在巩固大米、玉米领先优势的基础上，持续开拓了 饭团、黄油手抓饼、去皮去核糯枣等便捷家庭食品，不断丰富品牌内涵，且覆盖早餐、健身房、 ...

Core Insights - The core consumer price index (CPI) for Tokyo's 23 wards increased by 2.8% year-on-year in November, reaching a value of 111.4 [1] Price Changes - Excluding fresh food, food prices rose by 6.5% year-on-year in November [1] - Specific price increases include: - Regular japonica rice: up 38.5% - Sushi: up 14.5% - Rice balls: up 17.3% - Chocolate: up 32.5% - Coffee beans: up 63.4% - Chicken: up 12.3% [1] Energy and Accommodation Costs - Electricity prices increased by 4.5% year-on-year due to the suspension of government subsidies for electricity and gas [1] - Hotel accommodation costs rose by 9.2% year-on-year [1] Economic Policy Concerns - There are concerns among Japanese media and experts that the expansionary fiscal and loose monetary policies implemented by Prime Minister Fumio Kishida may exacerbate yen depreciation and further increase inflationary pressures in Japan [1]

Core Viewpoint - The company, Tianma Technology, reported steady growth in its revenue and net profit for the third quarter and the first three quarters of the year, driven by its focus on the eel industry and the expansion of its aquaculture and food segments [1][2][3] Financial Performance - In Q3, the company achieved a revenue of 1.53 billion yuan, a year-on-year increase of 2.71% - For the first three quarters, the total revenue reached 4.50 billion yuan, with a slight year-on-year growth of 0.11% - The net profit attributable to shareholders was 70.78 million yuan, reflecting a year-on-year increase of 1.96% [1] Business Segments - The aquaculture and food segments are the main contributors to the company's revenue, with significant growth in smart aquaculture and eel sales, achieving historical highs in output [1] - The company has established a scale advantage in seedling, feed, aquaculture technology, and management, with eel output reaching 13,486 tons in the first three quarters, including 3,983 tons in Q3 [1] - The company has adopted a dual strategy for eel seedlings, focusing on Japanese eels while also incorporating American eels, leading to the highest national levels in both seedling input and stock [1] Global Expansion - The company is expanding its global export routes for live eels, successfully entering markets in Japan and South Korea [2] - The food segment is experiencing rapid growth, expanding from Japan into markets in Russia, Europe, the Middle East, and North America, indicating a significant expansion trend [2] Strategic Development - The company is diversifying its product matrix from a single export-oriented eel product to a range of offerings, including grilled eel, rice balls, snacks, and various eel preparations, enhancing its market presence [2] - The establishment of a subsidiary in Tokyo and the launch of the "Reward Eel" brand are steps taken to align with international consumer markets, amplifying brand value [2] Industry Outlook - The food segment's growth is supported by rising demand for quality seafood and the expansion of domestic and international markets, providing a stable raw material source for the food segment [3] - The company is transitioning from a focus on scale to structural improvement and from raw material attributes to consumer attributes, enhancing profitability and growth certainty [3] - The integrated business model centered on the eel industry strengthens the company's resilience and growth potential, with expectations for improved operational quality as both aquaculture and food segments continue to expand [3]

Group 1: Key Recommendations - The report highlights the strong growth potential of the company "October Rice Field" (09676) in the health food sector, driven by the launch of new products and expansion into high-potential sales channels [6] - The company has exceeded expectations in both new product sales and channel expansion, with corn products emerging as a significant growth driver alongside rice products [6] - Revenue projections for "October Rice Field" are estimated at 6.951 billion, 8.371 billion, and 9.884 billion yuan for 2025-2027, reflecting year-on-year growth rates of 21%, 20%, and 18% respectively [6] Group 2: Industry Insights - The mechanical equipment sector is experiencing a cyclical reversal and growth, emphasizing the importance of self-sufficiency and domestic substitution due to trade tensions [8] - The report suggests that the military industry is poised for growth, with increased domestic demand and potential for foreign trade expansion leading to a revaluation of the sector [10] - The telecommunications industry is expected to maintain steady growth, with significant opportunities arising from advancements in computing power and satellite internet technologies [10][11] Group 3: Investment Opportunities - The report identifies generative recommendation technology as a key area for investment, with major internet companies exploring its potential to enhance business outcomes [11] - Companies that successfully implement generative recommendation technology are expected to achieve substantial commercial value, surpassing industry averages [11] - Catalysts for growth in this area include improved advertising conversion rates and successful implementation by leading internet firms [11]