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“双节”长假:呼和浩特市“舌尖上的消费”火热
Sou Hu Cai Jing· 2025-10-03 09:25
10月3日,内蒙古呼和浩特市,民众选购海鲜。中新社记者 刘文华 摄 10月3日,内蒙古呼和浩特市,民众选购羊肉。中新社记者 刘文华 摄 10月3日,内蒙古呼和浩特市,民众选购饮品。中新社记者 刘文华 摄 10月3日,内蒙古呼和浩特市,民众选购土豆。今年中秋、国庆 "双节" 叠加,呼和浩特市农贸市场内民 众选购热情高涨,商家销售额大幅增长。中新社记者 刘文华 摄 10月3日,内蒙古呼和浩特市,民众选购水果。中新社记者 刘文华 摄 ...
星展:维持康师傅控股(00322)“买入”评级 目标价降至13.5港元
Zhi Tong Cai Jing· 2025-09-29 08:47
智通财经APP获悉,星展发布研报称,维持康师傅控股(00322)"买入"评级,目标价由14.1港元降至13.5 港元,目标预测市盈率维持17倍,基于7厘股息。 康师傅大碗与经典系列即食面及1公升装饮品去年加价后,两者市占对比同业如统一企业中国(00220)及 农夫山泉(09633) 转差。该行对公司销售作更审慎假设,料今年收入同比轻微下跌,明年则温和复苏 4%,受惠于雪柜投资强化渠道渗透,以及新兴渠道战略性增长,包括电商及零售商会员。 该行料公司今年业绩仅及指引下限,即食面销售料低单位数下跌,饮品销售亦略为下跌。该行预期原材 料成本趋势维持大致有利情况,譬如面粉及糖,纵使棕榈油价格仍同比上升,利润率料于下半年维持稳 定扩张。总计下调对公司今明两年盈利预测4%及1%。扣除上半年一次性因素。全年盈利料同比升6%。 ...
汇集40余家品牌 2025北京国际饮品小吃节在京举行
Bei Jing Shang Bao· 2025-09-26 08:29
据了解,本次活动由北京市商务局、朝阳区人民政府指导,北京市餐饮行业协会主办,作为"2025北京国际美食荟"的重要组成部分,旨在以"特色饮品+国际 美食"的创新联动,打造城市消费新场景。活动通过搭建高效的餐饮消费促进平台,有力提振了市场信心,助推餐饮企业创新转型;效促进文化、旅游与商 业服务业的深度融合,生动诠释了北京作为国际美食之都的包容与多元。 北京商报记者了解到,本届饮品小吃节深度融合数字化创新,通过北京市餐饮行业协会官方抖音号"跟着北餐协去打卡",并联动多元自媒体矩阵进行现场直 播与精彩短视频拍摄,成功构建了线上线下联动的传播新格局。在线下,现场还特别设置了创意美食打卡装置与惬意的公园休闲布景,为消费者提供了丰富 的拍照分享社交场景,增强活动互动性和传播度。同时,各参展企业还带来了特色文创产品,让消费者在品尝美味之余,能更深入地了解品牌故事与文化内 涵。 北京商报讯(记者 张天元)9月26日,"2025北京国际饮品小吃节"在朝阳区悠唐购物中心东广场开幕。据介绍,本届饮品小吃节为期三天,汇聚40余家餐饮 企业的多款代表性饮品及百余款特色小吃,为最大化方便市民,活动展卖时间从每日上午10点持续至晚上9点,全 ...
成都高新区茉莉奶白饮品店(个体工商户)成立 注册资本30万人民币
Sou Hu Cai Jing· 2025-09-20 09:16
天眼查App显示,近日,成都高新区茉莉奶白饮品店(个体工商户)成立,法定代表人为阎号,注册资 本30万人民币,经营范围为许可项目:食品销售;食品互联网销售;餐饮服务(不产生油烟、异味、废 气);食品经营管理。(依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以 相关部门批准文件或许可证件为准)一般项目:第一类医疗器械销售;五金产品零售;五金产品批发; 洗染服务;洗烫服务;服装服饰批发;食品用塑料包装容器工具制品销售;自动售货机销售;商业、饮 食、服务专用设备销售。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
开远市沪上阿姨壹然广场饮品店(个体工商户)成立 注册资本30万人民币
Sou Hu Cai Jing· 2025-09-19 11:19
Core Points - A new beverage store named "沪上阿姨壹然广场饮品店" has been established in Kaiyuan City, with a registered capital of 300,000 RMB [1] - The legal representative of the store is Wang Feicheng [1] - The business scope includes licensed projects such as catering services, and general projects like food sales (only pre-packaged food), daily necessities sales, clothing retail, and toy sales [1]
黑芝麻:公司的生产经营活动正常
Core Viewpoint - The company, Hezhima, maintains a strong cooperative relationship with relevant banks, ensuring normal operations and good sales performance in its beverage business [1] Group 1 - The company confirmed that its production and operational activities, including the beverage business, are running normally [1] - Sales performance is reported to be good, with effective product movement and collection of sales receivables [1] - The company has sufficient operating liquidity and does not face any overdue loan repayment issues [1]
成安县城镇誉茶令饮品店(个体工商户)成立 注册资本3万人民币
Sou Hu Cai Jing· 2025-09-12 22:43
天眼查App显示,近日,成安县城镇誉茶令饮品店(个体工商户)成立,法定代表人为李招招,注册资 本3万人民币,经营范围为许可项目:小餐饮、小食杂、食品小作坊经营。(依法须经批准的项目,经 相关部门批准后方可开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)一般项目:食 品销售(仅销售预包装食品)。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
博罗茶香社饮品店(个体工商户)成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-09-12 06:47
天眼查App显示,近日,博罗茶香社饮品店(个体工商户)成立,法定代表人为宋喃喃,注册资本1万 人民币,经营范围为许可项目:餐饮服务;食品销售;食品互联网销售;食品生产;茶叶制品生产;出 版物零售;道路货物运输(不含危险货物);城市配送运输服务(不含危险货物)。(依法须经批准的 项目,经相关部门批准后方可开展经营活动,具体经营项目以相关部门批准文件或许可证件为准)一般 项目:外卖递送服务;个人互联网直播服务;互联网销售(除销售需要许可的商品);工艺美术品及礼 仪用品销售(象牙及其制品除外);餐饮管理;会议及展览服务;日用百货销售;化妆品零售;日用化 学产品销售;日用木制品销售;日用口罩(非医用)销售;家用电器销售;美发饰品销售;食品添加剂 销售;食用农产品零售;礼品花卉销售;体育用品及器材零售;食品销售(仅销售预包装食品)。(除 依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
方正证券:予康师傅控股“推荐”评级 重视股东回报保持高分红比例
Zhi Tong Cai Jing· 2025-09-12 05:58
Group 1: Company Overview - Company is a leading instant noodle and soft drink enterprise in China, with over 30 years of development [1] - The company offers a diverse range of instant noodle products, including various price segments and types, as well as a wide array of beverages [1] - In 2024, the company's revenue is projected to be 806.51 billion yuan, with a CAGR of 4.48% from 2017 to 2024 [1] Group 2: Financial Projections - Expected revenue for the company from 2025 to 2027 is 817.64 billion, 838.70 billion, and 860.39 billion yuan, with year-on-year growth rates of 1.38%, 2.58%, and 2.59% respectively [1] - Projected net profit for the same period is 42.59 billion, 45.82 billion, and 49.52 billion yuan, with year-on-year growth rates of 14.04%, 7.60%, and 8.07% respectively [1] - The company has maintained a high dividend payout ratio, with a dividend yield of 6.37% as of September 9, 2025 [1] Group 3: Industry Trends - The instant noodle industry in 2024 is valued at 1240 billion yuan, with a projected CAGR of 3.27% from 2024 to 2029 [2] - High-end product offerings have become a significant trend in the instant noodle sector, with the company maintaining a market share of 31% in 2024, significantly ahead of its closest competitor [2] - Health-conscious trends are driving growth in the soft drink sector, with segments like sugar-free tea and NFC juice experiencing rapid expansion [2] Group 4: Market Position and Strategy - The company has achieved strong channel control with over 5 million terminal points, surpassing other food and beverage brands [3] - The company is focusing on product upgrades and innovation to meet consumer health demands, including launching sugar-free options and upgrading juice ingredients [3] - Multi-dimensional brand marketing strategies are being employed to appeal to younger consumers, including partnerships with sports events and themed packaging [3]
方正证券:予康师傅控股(00322)“推荐”评级 重视股东回报保持高分红比例
智通财经网· 2025-09-12 05:53
Core Viewpoint - Company 康师傅控股 is expected to maintain steady growth in revenue and net profit from 2025 to 2027, with a strong market position in the instant noodle and soft drink industries [1][2]. Financial Projections - Expected revenue for 康师傅控股 in 2025, 2026, and 2027 is projected to be 817.64 billion, 838.70 billion, and 860.39 billion respectively, with year-on-year growth rates of 1.38%, 2.58%, and 2.59% [1]. - Projected net profit for the same years is 42.59 billion, 45.82 billion, and 49.52 billion, with growth rates of 14.04%, 7.60%, and 8.07% respectively [1]. - The company achieved a revenue of 806.51 billion in 2024, with a CAGR of 4.48% from 2017 to 2024, and a net profit of 37.34 billion, with a CAGR of 10.82% during the same period [1]. Market Position - The instant noodle industry is expected to grow at a CAGR of 3.27% from 2024 to 2029, with 康师傅控股 maintaining a leading market share of 31% in 2024, significantly ahead of the second player, 统一, which holds 11% [2]. - 康师傅控股 has consistently launched product upgrades since 2015, including brands like 汤大师 and 速达面馆, reinforcing its market leadership [2]. Product and Channel Strategy - The company has implemented a comprehensive channel strategy, covering over 5 million terminal points, far exceeding other food and beverage brands [3]. - 康师傅控股 is focusing on high-end instant noodle products, with high-priced bagged and container noodles accounting for 88% of its instant noodle revenue in 2024 [3]. - The beverage segment is diversifying with a focus on health, introducing sugar-free options and upgrading raw materials for juice products [3]. Branding and Marketing - The company is enhancing brand youthfulness through multi-dimensional marketing strategies, including collaborations with celebrities and events like marathons, and launching themed packaging [3]. - 康师傅控股 is targeting specific consumer scenarios, such as outdoor and late-night consumption, with products like mini bucket instant noodles [3].