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追求“质价比”的时代,为什么这届年轻人转向康师傅?
Zhong Guo Shi Pin Wang· 2025-12-09 08:48
K型分化,成为概括当下消费趋势的热门词。 对此,一个更通俗的说法是,消费升级和消费降级正在同时上演,恰如K字的形体。 一端是LABUBU、谷子经济的火爆,印证了悦己市场的扩大,年轻人乐意为品质和情绪价值买单。另一端则是结构性的价格压力,有消费者把"性价比最大 化"当做信仰,有品牌陷入了低价的同题竞争、越卷越累。 食品作为消费频次最高的品类之一,这样的变化同样明显。 不过,尽管大盘面临结构性挑战,消费端却仍在源源不断迸发新的生机。在常见的方便面领域,尤其如此。 《DT商业观察》留意到,在小红书上,#泡面的灵魂吃法#有25.7亿的浏览,395.8万的讨论。大家乐此不疲地寻找泡面的"邪修"吃法,想要"一周不重样"的 新鲜感;更多人自发给泡面加料、做营养升级,期待在美味基础上吃出情绪满足。 这折射出消费者"从饱腹转向品质"的变化,也意味着市场的需求空白。 我们发现,一些品牌破局者已经开始用新的思路和产品,满足新的消费需要,创造局面。 泡面巨头康师傅是一个典型。近两年它接连推出了新的明星单品,引发尝新和讨论,同时康师傅发布的2025年上半年财报显示,方便面业务的毛利率提升到 了27.8%。 行业巨头的探索,往往蕴藏着新 ...
从守土到远征,康师傅重写方便面的价值坐标
Sou Hu Wang· 2025-12-09 07:50
K型分化,成为概括当下消费趋势的热门词。 对此,一个更通俗的说法是,消费升级和消费降级正在同时上演,恰如K字的形体。 一端是LABUBU、谷子经济的火爆,印证了悦己市场的扩大,年轻人乐意为品质和情绪价值买单。另 一端则是结构性的价格压力,有消费者把"性价比最大化"当做信仰,有品牌陷入了低价的同题竞争、越 卷越累。 食品作为消费频次最高的品类之一,这样的变化同样明显。 不过,尽管大盘面临结构性挑战,消费端却仍在源源不断迸发新的生机。在常见的方便面领域,尤其如 此。 《DT商业观察》留意到,在小红书上,#泡面的灵魂吃法#有25.7亿的浏览,395.8万的讨论。大家乐此 不疲地寻找泡面的"邪修"吃法,想要"一周不重样"的新鲜感;更多人自发给泡面加料、做营养升级,期 待在美味基础上吃出情绪满足。 这折射出消费者"从饱腹转向品质"的变化,也意味着市场的需求空白。 我们发现,一些品牌破局者已经开始用新的思路和产品,满足新的消费需要,创造局面。 泡面巨头康师傅是一个典型。近两年它接连推出了新的明星单品,引发尝新和讨论,同时康师傅发布的 2025年上半年财报显示,方便面业务的毛利率提升到了27.8%。 行业巨头的探索,往往蕴 ...
舌尖上的航天技术:康师傅的九年“航天缘”
Sou Hu Wang· 2025-11-05 12:05
Core Viewpoint - The collaboration between the company and China's space industry exemplifies the integration of advanced aerospace technology into everyday products, enhancing quality and consumer experience while contributing to national goals of becoming a space power [1][2][10]. Group 1: Aerospace Technology Integration - Since becoming a partner of China's space program in 2017, the company has utilized aerospace technology to improve its products, particularly through the application of patented temperature control technology in noodle production [2][5]. - The introduction of a patented temperature control system allows for real-time monitoring and adjustment of production parameters, ensuring optimal conditions for noodle quality across various climates in China [4][12]. Group 2: Product Innovation and Market Expansion - The launch of the "He Mian" product in September 2025 marks a significant step towards offering complete meal solutions, combining aerospace technology with freeze-drying techniques to enhance flavor and nutrition [5][9]. - The company is expanding its product range to cater to diverse consumer needs, moving from single flavors to a comprehensive product matrix that addresses various consumption scenarios and price points [9][16]. Group 3: Quality Assurance and Safety Standards - The company has invested over 500 million yuan in establishing a food safety testing center, conducting over 3.5 million tests annually to ensure product safety from farm to table [12][13]. - A rigorous traceability system has been implemented to manage food safety risks, demonstrating the company's commitment to high standards and consumer trust [12][14]. Group 4: Industry Impact and Future Directions - The company's integration of aerospace principles into its production processes not only enhances its own product quality but also positively influences the entire supply chain, promoting agricultural modernization [13][14]. - The ongoing collaboration with the aerospace sector is expected to drive further technological advancements and consumer-oriented innovations, positioning the company as a leader in the market [10][16].
康师傅要对打外卖?说不定是真的!
Zhong Guo Shi Pin Wang· 2025-09-25 07:35
Core Insights - The takeaway from the article is that despite fierce competition from the delivery industry and the rise of new fast food and pre-packaged meal options, Kang Shifu remains a dominant player in the instant noodle market with a market share of 45% [3][4]. Group 1: Product Innovation - Kang Shifu has introduced innovative products like the "Specially Fresh Instant Noodles," which achieved nearly 1 million sales within the first week of launch, utilizing a unique "single basket boiling" technique to enhance the taste [5][6]. - The company has also launched the "He Mian" product, which offers a complete meal experience with meat, vegetables, and soup, all prepared in just four minutes, addressing consumer demand for a more substantial meal [8][9]. - Kang Shifu's focus on new channels and unique flavors, such as the "Chao Lu Beef Noodle" and "White Truffle Chicken Soup Noodle," has led to impressive market performance [7]. Group 2: Technological Advancements - The company holds over 600 patents and has integrated space technology into its production processes, enhancing flavor and safety standards [11][12]. - Kang Shifu has developed a "fresh-keeping" technology that preserves the quality of ingredients, ensuring a consistent taste across different regions [14]. - The introduction of the "Xian Q Noodles," which are non-fried and maintain a desirable texture, showcases the company's commitment to health and innovation [13][14]. Group 3: Supply Chain and Industry Leadership - Kang Shifu has restructured its supply chain and production processes to improve efficiency and reduce costs, allowing for high-quality products at competitive prices [18][19]. - The company has established vegetable bases in various regions to enhance its supply chain and ensure quality control [18]. - Kang Shifu's commitment to food safety and quality has set industry standards, as it was the first instant noodle company in China to receive AIB certification [18][22]. Group 4: Market Positioning and Consumer Insights - The company has successfully identified and catered to diverse consumer needs, offering products tailored for different demographics and consumption scenarios, such as busy professionals and health-conscious individuals [21][24]. - Kang Shifu's approach emphasizes long-term consumer satisfaction and product innovation over short-term pricing strategies, positioning it as a leader in the industry [24].