新年伊始，调味品行业发生了几件大事。 中炬高新拟收购四川味滋美55%的股权，花了大价钱，把川式复合调味料收入囊中；恒顺醋业推出的一款"香醋可乐"，480ml装，上线两周，据说卖出四 万多瓶；还有日辰股份，宣布拟2.66亿元投资大数据基础软件。 把这些新闻放在一起，会发现有一个共性：都是跨界。有人是花几个亿买一家公司，有人是跨出自己的舒适区，大胆尝试新领域的产品。 如果拉长时间线来看，调味品企业似乎对跨界这件事都有执念，跨领域、跨产品布局的例子已愈加频繁。但这当中，有些人是为了"去占领一个明天"，有 些人更像是在"想办法熬过今天"。 这不是调侃。调味品行业已发生过太多这样的分岔路口。今天我们想跟你聊聊，调味品企业跨界这件事，背后到底藏着什么样的心思。 都是跨界，但跨出方式不一样 先来看看调味品企业跨界，都有啥偏好？ 当然，更多人还是选择在自己熟悉的圈子里试探。恒顺做醋饮、做气泡水、做文创雪糕，海天做酱油麻薯冰淇淋，亨氏和美国的冰沙品牌合作做番茄酱冰 沙……把调味品从后厨带到前厅，从烹饪场景带到即食场景，让自己能被更多消费者看到。 △图片来源：海天公众号 赚钱肯定是第一位，所以他们往往偏爱利润更厚的生意，关注那些 ...

Core Viewpoint - The 49th Hengshun Soy Sauce and Vinegar Cultural Carnival has transformed from a simple community event into a cultural phenomenon, symbolizing the deep-rooted tradition of "buying soy sauce" as a New Year ritual in Zhenjiang, attracting thousands of participants and reinforcing local cultural identity [1][2][10] Group 1: Event Overview - The carnival took place from February 7 to 9, featuring the theme "Happy New Year, Everything Goes Well," with main activities held at the North Square of Nanshan Scenic Area in Zhenjiang and sub-venues in other cities [1] - The event saw a massive turnout, with 150 tons of soy sauce distributed to citizens, emphasizing the communal aspect of the tradition [1][2] Group 2: Cultural Significance - The tradition of "buying soy sauce" dates back to the late 1970s, initially serving as a benefit for employees but evolving into a cultural practice embraced by the entire community [2] - The phrase "not buying soy sauce means no New Year" reflects the cultural importance of this practice, which has become a collective ritual for Zhenjiang residents [1][2][10] Group 3: Community Engagement - The event included various interactive activities, such as a game zone for younger participants, blending traditional customs with modern engagement strategies [6][7] - Local businesses and volunteers contributed to community welfare by distributing care packages to the elderly, showcasing a commitment to social responsibility [5] Group 4: Product and Brand Innovation - Hengshun has introduced new products like "vinegar cola," appealing to younger consumers and enhancing brand visibility [6][7] - The company is actively engaging with local universities to foster creativity and innovation, ensuring the brand remains relevant in contemporary culture [7] Group 5: Broader Impact - The carnival has expanded beyond Zhenjiang, with participation from 13 cities in Jiangsu, transforming a local custom into a provincial cultural event [8] - The event has become a platform for local businesses, with vendors reporting significant sales increases, indicating a boost in local economic activity [8]

Core Viewpoint - The "Hengshun" brand has been recognized in the 2025 "China Consumer Famous Products" list, highlighting its product quality and market influence as a historical classic [1][4] Group 1: Brand Recognition - The inclusion of "Hengshun" in the "Historical Classics" category is a significant acknowledgment of its product quality and brand heritage [1] - This recognition serves as a testament to "Hengshun" as an industry benchmark and cultural symbol [4] Group 2: Brand Heritage and Innovation - Established in 1840, "Hengshun" is synonymous with quality and flavor, particularly known for its unique "solid-state layered fermentation" technique [4] - The brand's vinegar is characterized by its balanced taste profile: "sour but not astringent, fragrant yet slightly sweet, rich in color and flavor, and improves with age" [4] Group 3: Modernization Efforts - "Hengshun" is actively innovating to appeal to a new generation of consumers while maintaining its classic flavors [4] - Recent product launches include "vinegar cola" and "light vinegar sparkling water," which have gained popularity and challenge traditional perceptions of old brands [4] - The brand is transitioning from traditional vinegar containers to modern, trendy packaging, reflecting its commitment to modernization [4]

New Product Launches - Heinz has launched a new "nutritional noodles" product, available in original, pork liver spinach, and beef tomato flavors, made from Canadian wheat and free from added salt, sugar, and preservatives [4] - Pop Mart has introduced a new dessert brand "POP BAKERY," featuring products like ice cream and cookies [4] - Master Kong has released two new noodle products, braised beef noodles and Sichuan beef noodles, using large cuts of meat and fresh ingredients [4] - McDonald's China has launched several new limited-time products for the Spring Festival, available in over 7,700 restaurants [6] - Danone's Alpro has introduced "Alpro Meal To Go," a plant-based meal replacement drink containing 20g of plant protein [5] - Yili has partnered with JD Health to launch "Milk Oat Bird's Nest Porridge," featuring 400mg of traceable bird's nest [6] - Wanglaoji has released a limited edition diamond gem set priced at 18.28 million, featuring 18K gold and 18,202 natural gems [7] - Mengniu has launched "Lutein Blueberry Milk," enriched with DHA and vitamins [7] - Hengshun has introduced "Vinegar Cola," combining traditional vinegar with a fizzy drink [9] Industry Events - MLB has announced actress Zhang Ruonan as its new brand ambassador, focusing on street culture and self-expression [11] - KFC has adjusted its delivery product prices, with an average increase of 0.8 yuan [11] - Douyin e-commerce has upgraded its after-sales mechanism to improve operational efficiency for merchants [11] - Crocs has partnered with LEGO to launch a new collaborative series [11] Financing and Acquisitions - Muxin Intelligent has completed a B-round financing of over 100 million yuan [18] - Anta Sports has reached an agreement to acquire a 29.06% stake in Puma for 1.5 billion euros (approximately 12.4 billion yuan) [20] - Puratos has acquired American nut supplier Vör Foods to enhance its innovation in baked goods [20] - Fen Chuan Ji has completed a 100 million yuan A-round financing for supply chain upgrades and digital management [20] - Nowwa Coffee has completed a multi-hundred million yuan C-round financing [22] - WH Group's subsidiary Smithfield Foods has signed an agreement to acquire Nathan's Famous for approximately 450 million USD [25] Food Industry Developments - Koko Manfen has launched a new drink featuring plum and three beans [27] - Woji Fresh has introduced a gift box of pure milk dessert soups [27] - Luckin Coffee has opened a co-branded store with the Australian Open [27] - Tea Xiaokai has launched "Magic Frozen Tea" with seaweed pearls [27] - Tetra Pak is investing 600 million euros (approximately 5 billion yuan) to build a new factory in Sweden [31]

Core Viewpoint - Hengshun Vinegar Industry, known as the "first stock of vinegar," has ventured into the beverage market by launching a vinegar-flavored cola, aiming to attract younger consumers and diversify its product offerings [1][3]. Group 1: Product Launch and Market Reception - The new vinegar cola product is sold in packs of six 480ml bottles for 42 yuan, with 209 units sold as of the report date [3]. - Consumer reactions on social media are mixed, with some finding the taste unusual while others appreciate its uniqueness [3]. - This is not the first time Hengshun has expanded beyond traditional vinegar products; previous launches include a low-calorie sparkling vinegar drink and a series of creative ice creams [3]. Group 2: Company Background and Financial Performance - Hengshun Vinegar Industry, established in 1840 and publicly listed in 2001, primarily focuses on the research, production, and sale of vinegar and other condiments [4]. - The company has experienced fluctuating financial performance, with revenue growth rates of -6.45%, 12.98%, -1.52%, and 4.25% from 2021 to 2024, and net profit growth rates of -62.28%, 16.04%, -37.03%, and 46.54% during the same period [4]. - In the first three quarters of 2025, the company reported revenue of 1.628 billion yuan, a year-on-year increase of 6.3%, and a net profit of 142 million yuan, up 17.98% [4]. Group 3: Market Position and Strategic Direction - Vinegar products consistently account for over 60% of Hengshun's total revenue, but growth in this segment has slowed in recent years [5]. - The company plans to transition from a "vinegar industry" to a "flavor industry," focusing on a comprehensive condiment strategy and developing new products like vinegar beverages and functional products [5]. - The competitive landscape is intensifying, with local brands and major condiment companies increasing their presence in the vinegar market [5]. Group 4: Expert Opinions and Recommendations - Experts suggest that Hengshun's transition to a broader flavor strategy is appropriate, but recommend establishing independent sub-brands for new product categories to maintain the integrity of the main brand [6].

北京商报讯(记者郭秀娟王悦彤)1月28日，北京商报记者获悉，近日恒顺醋业（600305）推出了一款"香 醋可乐"，该产品特别添加恒顺六年陈香醋，气泡充足酸甜解腻，外瓶沿袭"镇江香醋"复古设计，宣称 适合饮品调制、礼赠、运动等场景，产品在恒顺味道商城官方小程序售价为480ml*6瓶/42元。 ...