转自：恩施发布 《寻味山海》恩施篇 将于今天（2月7日）18:20 在CCTV-1综合频道播出 记得准时收看 湖北恩施，深藏于鄂西南的武陵山腹地，"八山半水分半田"的格局下，开阔平坦的丘原腹地，被远处轮廓柔和的青山围绕，田垄阡陌整齐，村落炊烟袅 袅，入眼皆是"见山不走山"的舒展；丰沛的雨雾与温和的日照，滋养着这一方水土。清江的碧水穿行而过，而大地之下，富硒矿床默默孕育出全球闻名的 天然富硒生态系统。山、水、硒在此交融，为风物注入了独特的滋味。 2月7日中央广播电视总台CCTV-1综合频道18:20档，《寻味山海》走进湖北恩施，让我们跟随主持人冯硕一同探寻这片北纬三十度秘境里的地道风物。 世界硒都 山水桃源 恩施，深藏于鄂西南的连绵群山之中。东望荆楚，西邻渝黔，北倚神秘的神农架。长江的重要支流清江便发源于此。这片土地还有一个特别的称号 ——"世界硒都"。它拥有全球唯一的独立硒矿床，全州富硒土壤面积广阔，土壤硒平均含量远超全国水平。 恩施的地理格局层次分明。作为典型的亚热带季风性山地，这里气候温润，常年云雾缭绕，巨大的垂直落差，造就了幽深峡谷与平缓丘原、山间盆地并存 的丰富地貌。而随着海拔变化，气候也随之流转，当 ...

Core Insights - The provincial market regulatory bureau emphasizes the importance of enhancing local market supervision and promoting the development of regional特色产品 through e-commerce channels [1][2] Group 1: Market Regulation and Oversight - The provincial market regulatory bureau acknowledges the achievements of the Ankang market supervision system in service development, safety assurance, and regulatory reinforcement [2] - There is a strong emphasis on deepening the construction and application of smart regulatory platforms to enhance data sharing and business collaboration, thereby improving regulatory precision and risk prevention capabilities [2] Group 2: Local Economic Development - The bureau encourages the development of特色产业 such as富硒水 and生态饮品, leveraging the ecological advantages of the region known as the "world's golden water source" [2] - Continuous efforts are needed to deepen the processing of特色农产品 like魔芋, enhancing product added value and market competitiveness to support rural revitalization [2]

Summary of Conference Call Notes Industry Overview: Baijiu (Chinese Liquor) Sector 1. Demand for Moutai is more resilient than expected, with significant price declines anticipated in 2025, effectively stimulating demand [1] 2. The Baijiu sector shows clear signs of bottoming out, as traditional wholesale prices for Moutai have stopped declining and are beginning to recover [1][2] 3. The macroeconomic environment is gradually improving, leading to a small recovery in business demand and accelerating sales ahead of the holiday season [2][3] Key Insights on Consumer Behavior 1. The upcoming Spring Festival, a peak consumption period for food and beverages, is expected to release pent-up demand for stocking up on products [3][4] 2. The low performance base in Q1 2026, combined with government policies promoting domestic demand and consumption, is likely to result in strong performance for the food sector [4] Investment Opportunities 1. Focus on three key segments for investment in 2026: raw milk/dairy products, snacks, and the restaurant supply chain [4] 2. The restaurant supply chain is showing clear bottom characteristics, with market share concentrating towards leading companies after years of intense competition [4] 3. Downstream restaurant clients are shifting focus from price competition to product quality and innovation, benefiting leading suppliers [4] Company-Specific Recommendations 1. **Guizhou Moutai**: The company is undergoing market-oriented reforms and emphasizes sustainable development amidst declining demand [4] 2. **Shanxi Fenjiu**: The growth potential is highly certain, with product structure upgrades and accelerated national expansion [4] 3. **Ximai Foods**: Steady growth in the oatmeal sector, with rapid progress in new channel development [4][5] 4. **Weilong Delicious**: Expected to maintain rapid growth in konjac products, which are still in a favorable market phase [5] 5. **Ganyuan Foods**: Positive outlook for the company’s turnaround, with trends improving across channels and significant performance elasticity anticipated in Q1 2026 [5] Additional Insights 1. Improvement in raw material costs is expected to support revenue growth and enhance profitability [5] 2. The overall sentiment in the Baijiu sector indicates a potential cyclical reversal in 2026, presenting investment opportunities [3]

在四川省攀枝花市盐边县红格镇新民村的魔芋基地，绿油油的植株迎风摇曳，村民们正忙着管护。田间 地头，大家围着前来回访的我们，算起了增收账："以前种魔芋愁销路、怕坑骗，现在向群众诉求服务 平台反映后，收购价从每公斤2元涨到3.5元，我们一年能多挣不少钱！" 这份踏实感，还要从2024年初红格镇纪委开展的接访说起。当时，尽管镇上的魔芋产业园已初具规模， 但种植户与企业间的利益纠纷、环保隐患、生产物资等问题让村民忧心忡忡。村民普遍反映魔芋收购价 偏低、企业占用农田用水…… 群众诉求服务平台是攀枝花市为畅通民情渠道、提升治理效能而搭建的数字化载体，集问题收集、分流 转办、跟踪督办、反馈评价于一体，通过实行"党委主责、政府主抓、纪委主推、部门主办、群众主 评"机制，有效解决群众急难愁盼问题。在机制推动下，各方协同发力—— 盐边县将魔芋产业民生诉求纳入治理规划，统筹农业农村、环保、财政等资源；县政府细化实施方案， 明确责任部门和完成时限。 为持续巩固治理成效，县纪委监委将"小微权力"和农村集体"三资"作为监督重点，依托服务平台对集 体"三资"、集体经济合同开展全面清查，深挖背后的"风腐责"问题。截至目前，已清理合同1528 ...

Core Viewpoint - The company has established a robust supply chain through equipment leasing, technical support, and order locking with reputable cooperatives and processing plants across various production areas [2]. Supply Chain Management - The company collaborates with cooperatives and initial processing plants that have a good reputation in the production areas to ensure a stable supply chain [2]. - The company supplements its raw material supply by importing konjac raw materials from Indonesia and other Southeast Asian countries, which enhances the stability and risk resistance of its raw material supply [2].

Core Insights - The article highlights the development of the konjac industry in Kang County, emphasizing its transformation into a leading agricultural sector through improved cultivation, processing, and marketing strategies [1][2][3] Group 1: Industry Development - Kang County is located in a prime area for konjac cultivation, leveraging its traditional farming practices to enhance the industry [1] - The county has implemented a comprehensive development model involving "Party branches + cooperatives + bases + farmers" to attract social capital and establish konjac processing plants [1][2] - In 2023, He Xing Agricultural Development Co., Ltd. established a factory in Baiyang Town, benefiting from local government support in land, labor, and financing [1] Group 2: Product Innovation and Market Expansion - The company has developed 14 types of konjac products, including konjac tofu and konjac noodles, through various processing techniques, ensuring high product quality [2] - The konjac industry has increased the annual income of over 10,000 local residents by more than 1,000 yuan each, establishing a "planting + breeding + processing" industrial chain [2] - Kang County has built a dual-channel sales network, utilizing both online platforms and offline agreements with supermarkets and restaurants to expand market reach [2] Group 3: Future Plans - The county aims to implement strategies from the 20th National Congress to modernize agriculture and promote rural revitalization, focusing on a comprehensive industrial chain development system [3] - Plans include decentralizing primary processing to villages and enhancing the role of project units to stimulate regional konjac industry growth [3]

Group 1 - The core point of the article is the appointment of Sun Yinan as the CEO of Dayao, a significant move following KKR's acquisition of 85% of the company's shares, aimed at accelerating its national expansion and capital market entry [1][6][7] - Sun Yinan has over 20 years of experience in the food and beverage industry, with a strong background in market operations, corporate integration, and capital operations, having previously worked at Coca-Cola and Nestlé [1][4] - During his tenure at Weilong, Sun played a crucial role in the company's growth, leading to its successful listing on the Hong Kong Stock Exchange in December 2022 and achieving a revenue of 6.266 billion yuan in 2024, a year-on-year increase of 28.63% [2][4] Group 2 - Dayao, originating from Inner Mongolia, is a well-established soft drink company known for its flagship product, Dayao Guest Soda, and has been actively pursuing national expansion in recent years [4][6] - The appointment of Sun Yinan is seen as a strategic move by KKR to enhance Dayao's management and operational capabilities post-acquisition, leveraging his experience in the carbonated beverage market and corporate integration [1][7] - Analysts believe that Sun's arrival will significantly boost Dayao's resource optimization, brand strength, and competitive edge in high-end retail channels such as Sam's Club and JD.com [7]

Group 1 - The "Friendship Ten Thousand Mu Huanglian Under-Economic Demonstration Base" in Ankang City, Shaanxi Province, aims to integrate medicine cultivation, health care, and processing, with an initial investment of over 100 million yuan to plant 12,000 acres of Huanglian [1] - From 2021 to 2025, the price of Huanglian increased from 62 yuan per kilogram to 85 yuan, indicating a significant market opportunity for the cultivation and processing of this medicinal plant [1] - The project has created numerous job opportunities for local villagers, promoting stable income and employment [1] Group 2 - The "Lanrao Konjac" has received geographical indication product status, enhancing its marketability and recognition [2] - The company "Runfuyuan Konjac Development Co., Ltd." has established a production line for konjac tofu and a clean food ingredient production line, achieving an annual output of 2,000 tons [3] - The company has expanded its konjac planting area to 1,000 acres and has developed a marketing network centered around Fuzhou, Chongqing, and Quanzhou, ensuring stable sales [3] Group 3 - The ecological model of "fruit picking above and livestock raising below" in Han Yin County has effectively combined ecological protection with industrial development [4] - The local bank has provided 32 million yuan in credit to farmers and livestock breeders, facilitating the growth of the under-forest economy [4] - The under-forest economy has generated significant income for farmers, with a total output value of over 1.2 million yuan and employment opportunities for more than 20 households [4]

Investment Rating - The report suggests a positive outlook for the liquor sector, with a recommendation to invest in specific companies based on supply and demand improvements expected in 2026 [1] Core Insights - The snack industry is showing signs of recovery, with companies entering the critical phase of preparing for the Spring Festival, which is expected to boost performance in Q1 2026 due to low base effects and seasonal demand [2] - Companies are adjusting their channel operations and product priorities in response to evolving market demands, leading to gradual improvements in their performance [2] - Specific companies like 甘源食品 (Ganyuan Food) and 劲仔食品 (Jinzai Food) are highlighted for their strategic adjustments and potential for recovery in 2026 [3][4] Summary by Sections Liquor Sector - The liquor market is expected to see a dual improvement in supply and demand by 2026, with short-term sales showing signs of recovery [1] - Recommended companies for investment include 泸州老窖 (Luzhou Laojiao), 古井贡酒 (Guojingongjiu), and 贵州茅台 (Kweichow Moutai) among others [1] Snack Industry - The snack sector is entering a critical preparation phase for the Spring Festival, with companies like 甘源食品 (Ganyuan Food) and 劲仔食品 (Jinzai Food) making strategic adjustments to improve their market positions [2][3][4] - 甘源食品 is expected to recover from a significant revenue decline by leveraging new product launches and channel improvements [3] - 劲仔食品 is shifting focus to new product categories to drive growth, despite facing some revenue pressures [4] Market Trends - The overall food and beverage sector is projected to experience a rebound, with specific attention on the performance of major brands and their strategic responses to market changes [1][2]

Core Viewpoint - The article highlights the successful implementation of the "Three Links" mechanism in Ankang City, which promotes collaboration among villages and enterprises to enhance agricultural production and market access, leading to improved economic outcomes for local communities [1][2][5]. Group 1: Collaborative Development - Ankang City has initiated a "Party Branch Joint Construction" approach, allowing villages to share resources and develop industries collectively, thus overcoming individual limitations [2][3]. - The partnership between military dam village and a local agricultural technology company has led to the establishment of a comprehensive aquaculture industry chain, significantly increasing income for local residents [3]. - Five villages in the Hengkou demonstration area have formed a joint party branch, facilitating resource sharing and unified planning for a standardized rice industry park, which has attracted tourism [3]. Group 2: Industrial Alliances - Ankang City has formed 336 various industrial alliances or joint bodies, covering key sectors such as selenium-rich food, cultural tourism, and biomedicine, with 894 standardized raw material bases established [5]. - The establishment of a joint party branch in the Jinpo area has led to a cooperative model that integrates planting, processing, and sales, enhancing the collective economy [5]. - Villages in Shiquan County have unified silkworm breeding standards and introduced automated equipment through an industrial alliance, promoting cultural tourism related to sericulture [5]. Group 3: Resource Sharing - The "Three Links" mechanism focuses on optimizing the flow and utilization of development resources, including land and capital, to increase farmers' incomes [6]. - Villages have consolidated idle collective assets for unified development, such as integrating water surface rights for ecological fisheries, resulting in shared profits among villagers [6]. - The sharing of intangible resources like agricultural training and market access has been facilitated through joint platforms, enhancing the capabilities of village organizations [6].