Workflow
黑芝麻
icon
Search documents
中国银河证券:新消费为食饮板块核心投资主线之一 未来重点看好大健康食品方向
Zhi Tong Cai Jing· 2025-12-17 06:41
中国银河(601881)证券发布研报称,以新品类为代表的新消费是2025年食品饮料板块的核心投资主线 之一,该行认为这一主线在2026年与未来长期均有望延续,但新品类内部或发生轮动,其中大健康食品 是该行未来重点看好的投资方向。该行认为大健康食品SKU丰富、结构偏长尾,类似于零食板块投资逻 辑,核心在于挑选布局重点品类的上市公司。 该行认为大健康食品SKU丰富、结构偏长尾,类似于零食板块投资逻辑,核心在于挑选布局重点品类的 上市公司。从这一角度出发,该行认为满足"功能场景-价格"黄金三要素的品类容易诞生大单品,建议 关注:1)燕麦,市场规模100亿元,具备低GI特征,价格处于大众价位带,场景上除切入早餐等主食场 景外,能够做零食、健身补能等;2)玉米:市场规模约2000亿元,具备低GI特征,价格亲民,口味接受 度较广,场景上不仅作为主食亦能切入零食;3)核桃:市场规模约800亿元,有益心脑健康,价格在树坚 果中性价比明显,场景从零食拓展到养生场景;4)黑芝麻(000716):有益于"滋养护发",口味醇厚,价 格折合1元/袋,场景上除传统冲调场景也可延伸至烘焙甜品、零食等领域;5)运动健康:市场规模约60亿 元 ...
如何预防草乌中毒?这5点请注意
Ren Min Wang· 2025-12-17 06:32
人民网北京12月17日电 (记者乔业琼)据云南疾控微信公众号消息,冬季进补是不少云南人延续 多年的传统习惯,民间一直流传着这样的说法,"食用草乌能强筋健骨,冬天不怕冷、不易感冒",因此 在省内部分地区,每到秋冬时节,不少老百姓就会用猪脚、土鸡、排骨等食材,搭配草乌、附子(片) 等一同炖煮,并将这类菜肴视作冬季大补的佳品。但大家往往忽略了关键一点:草乌含有剧毒的乌头 碱,且普通的浸泡、炖煮等烹饪方式根本无法彻底祛除其毒素。 草乌是药材,绝非日常食材 冬季进补,务必远离草乌等剧毒食材,切勿抱有任何侥幸心理。 据《中国药典》记载,草乌为毛茛科植物北乌头的干燥块根,附子则是毛茛科植物乌头的子根加工 制品。二者均属于中药材范畴,且需经过专业炮制后才能入药使用。 草乌、附子(片)川乌、雪上一枝蒿、小黑牛等均含有乌头碱类药物。成人口服纯乌头碱0.2毫克 即可中毒,3-5毫克即可致死。普通的加工食用方法,如炖煮、浸泡等难以破坏其毒性。 如何预防草乌中毒? 一是规范用药。如需食用草乌类中药或相关药酒,必须严格在专业医生指导下使用,严禁自行采购 和服用。 二是选对药材。内服选用炮制品,禁用生品,生草乌的毒性远高于炮制后的药材。 ...
新消费品类系列深度研究(一):大健康食品投资品类图谱
Yin He Zheng Quan· 2025-12-17 03:28
行业深度报告 · 食品饮料行业 大健康食品投资品类图谱 —— 新消费品类系列深度研究(一) 2025 年 12 月 17 日 核心观点 食品饮料行业 推荐 维持评级 分析师 刘光意 :021-20252650 :liuguangyi_yj@chinastock.com.cn 分析师登记编码:S0130522070002 研究助理:彭潇颖 :pengxiaoying_yj@chinastock.com.cn 相对沪深 300 表现图 2025 年 12 月 16 日 资料来源:中国银河证券研究院 -20% -10% 0% 10% 20% 30% 2024/12/17 2025/1/17 2025/2/17 2025/3/17 2025/4/17 2025/5/17 2025/6/17 2025/7/17 2025/8/17 2025/9/17 2025/10/17 2025/11/17 SW食品饮料 沪深300 相关研究 1.【银河食饮】行业动态_11 月 CPI 继续正增长, 关注顺周期β与新消费α 2.【银河食饮】专题研究_关注餐供公司与商超合作 自有品牌的α机会 3.【银河食饮】专题研究_前瞻 2026: ...
什么是“冬藏”? 专家讲解冬季养生三要点
Ren Min Wang· 2025-12-17 03:09
齐文升介绍,具体在日常生活中要从三个方面着手: 会上,有记者提问,在中医理论中,冬季养生的核心原则是什么?"冬藏"具体指什么呢?应该怎样 做? 中国中医科学院广安门医院急诊科主任医师齐文升表示,"冬藏"的核心原则就是要冬天"养藏",冬 天"养藏"主要体现在两个方面。 一方面是培护好根基。中医认为冬天属肾,"肾主藏精",肾精是人体最基本的物质,它关系到人体 的生长发育。所以"养肾藏精"就是要储备好肾精,以滋养人体,提高抵抗力,为来年整年的健康打下坚 实的基础。 另一方面,"养藏"还要储备能量,冬天天气寒冷,昼短夜长,寒气容易伤阳气,所以冬天就要求把 阳气潜伏在体内,别让它轻易耗散。 人民网北京12月17日电 (记者郝帅)16日,国家中医药管理局召开健康中国中医药健康促进主题 发布会之"中医药守护冬日健康"专题发布会。介绍中医药在冬季常见疾病中的注意事项以及养生方法。 第一,饮食起居上,要营造"内温暖"的环境,在饮食上可以适当吃一些温补的药材或者食材,比如 牛羊肉,比如桂圆、核桃、黑芝麻、枸杞子以及生姜大枣,它对肾精有一个温补的作用。如果怕上火, 可以适当添加一些银耳、百合、山药,有清补的效果,能防止上火。在起居 ...
秋冬防脱发避坑指南
Ke Ji Ri Bao· 2025-12-03 01:04
Group 1 - The effectiveness of popular home remedies for hair loss, such as ginger application, is questioned, with claims lacking scientific support and potential harm to hair follicles [1] - Ginger's active component, gingerol, may temporarily stimulate blood circulation but can lead to irreversible damage to the scalp with prolonged use [1] - Black sesame seeds are believed to help with hair growth based on traditional Chinese medicine, but their benefits are limited to hair loss caused by nutritional deficiencies, not androgenetic alopecia [2] Group 2 - Popular hair growth products containing minoxidil are less effective than prescribed medications, as many over-the-counter versions lack sufficient concentration and purity [3] - Minoxidil is FDA-approved for treating androgenetic alopecia and requires continuous use for 3-6 months to show results [3] - Saw palmetto, a natural extract, is suggested to inhibit 5α-reductase, but there is no formal scientific evidence supporting its effectiveness against hair loss, and many products containing it lack proper certification [3]
广东省中山市市场监督管理局食品监督抽检信息通告(2025年第35期)
Core Points - The Zhongshan Market Supervision Administration conducted a food safety inspection covering five categories of food, with a total of 736 samples tested, of which 731 were qualified and 5 were unqualified [2]. Group 1: Inspection Results - A total of 736 food samples were collected, including catering food, nut products, starch products, agricultural products, and candy [2]. - Out of the 736 samples, 731 were found to be compliant with safety standards, resulting in a compliance rate of approximately 99.32% [2]. - The inspection was carried out according to the "Implementation Rules for Food Safety Supervision and Sampling Inspection in Guangdong Province" [2]. Group 2: Consumer Engagement - The administration encourages consumers to actively participate in food safety supervision and report any harmful food products or illegal activities by calling the complaint hotline 12345 [2].
霜降“养生秘诀”来了
Mei Ri Shang Bao· 2025-10-27 02:06
Core Viewpoint - The article emphasizes the importance of health maintenance during the Frost's Descent period, focusing on dietary adjustments, lifestyle changes, and exercise recommendations to prepare for winter [1][2]. Dietary Recommendations - The focus should be on "warming and moisturizing" foods, such as tremella, lily bulbs, honey, and black sesame [1]. - Foods that enhance spleen and stomach function, like yam, pumpkin, glutinous rice, lotus seeds, and coix seeds, are recommended to counteract the cold [1]. - Residents are advised to avoid cold foods like ice drinks, sashimi, and watermelon, which can harm the spleen and stomach, potentially leading to diarrhea and abdominal pain [1]. - Spicy foods, including chili and fried items, should also be avoided as they can exacerbate dryness and lead to symptoms like dry mouth, sore throat, and constipation, especially for those prone to heat [1]. Lifestyle Adjustments - With the increase in cold, it is crucial to maintain warmth to prevent cold-related symptoms such as headaches and colds [1]. - After washing hair, it is important to dry it promptly to avoid sleeping with wet hair, and wearing a knitted hat outdoors is recommended to protect the head from cold [1]. - Foot warmth is emphasized, with advice to avoid exposing ankles and to soak feet in warm water (40-45°C) for about 20 minutes before bed, depending on personal comfort [1]. Exercise Recommendations - During the Frost's Descent period, high-intensity workouts should be avoided; instead, gentle exercises like Baduanjin, Tai Chi, and yoga are suggested [2]. - Proper warm-up before exercising is essential, and individuals should not immediately reduce clothing after workouts to prevent exposure to cold [2].
秋分“凉燥”渐盛 养生重在调和肝脾
Xin Hua She· 2025-09-23 06:25
Group 1 - The autumn equinox marks a key point for balancing yin and yang, transitioning from "warm dryness" to "cool dryness," with an emphasis on maintaining health through balance and moisture to combat cold [1] - During this period, the liver and gallbladder systems are susceptible to external influences, leading to potential dysfunctions such as chest and abdominal distension, dizziness, and cold extremities [4] - Recommendations for dietary adjustments include consuming liver, goji berries, black sesame, and warming foods like ginger and cinnamon, while avoiding high-fat foods, excessive alcohol, and spicy or cold items [4] Group 2 - Lifestyle adjustments should include avoiding cold, ensuring warmth, and maintaining a regular sleep schedule, with gentle exercises recommended to prevent liver blood depletion [4] - Techniques such as acupressure and moxibustion can be beneficial, with specific focus on the Tai Chong point to alleviate liver-related issues [5]
生育杀手出没!男士请自查冰箱
Bei Jing Qing Nian Bao· 2025-08-19 01:22
Group 1: Impact of Diet on Male Fertility - A 28-year-old programmer's semen analysis revealed concerning results: sperm concentration at 5 million/ml (normal should be ≥15 million) and vitality at 20% (normal should be ≥40%) [1] - Long-term excessive alcohol consumption significantly harms male fertility, with studies showing a 20%-30% decrease in sperm vitality and a 50% increase in sperm head deformity [2] - Consumption of instant foods, such as instant noodles and self-heating hot pots, introduces preservatives and chemical additives that generate free radicals, leading to decreased sperm quality [3] Group 2: Specific Food Types and Their Effects - Storing leftover food improperly can lead to high levels of bacteria and nitrites, which may damage testicular function and reduce male fertility [4] - Pre-packaged meals and frozen foods often contain high levels of additives and preservatives, which can lead to obesity and negatively impact testosterone levels [5] - Pickled foods and strong-flavored condiments can act as chronic androgen blockers, affecting sperm production and development [6] Group 3: Recommendations for Male Fertility - Dietary adjustments are recommended, including the consumption of black beans, walnuts, and sea cucumbers to support reproductive health [7] - Regular physical activity and a balanced lifestyle are essential to maintain kidney health and overall well-being [8] - Regular health check-ups and the elimination of harmful habits can enhance sperm quality and protect health [9]