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 - Jiangsu Province has 20 brands recognized in the latest 2025 China Consumer Brand List, highlighting the province's commitment to high-quality consumer goods and brand development [1][3]. Group 1: Brand Recognition - The "China Consumer Brand" list includes 276 brands, consisting of 165 enterprise brands, 76 regional brands, and 35 brands for specific demographics [1][3]. - Notable brands from Jiangsu include Yanghe and Hengshun as "Historical Classics," while brands like Shenghong, Hongdou, and Saint Elephant are recognized as "Era Quality Products" [3]. Group 2: Regional Brands - Five regional brands from Jiangsu are recognized: Danyang Glasses, Changshu Outdoor Sportswear, Yixing Ceramics, Hangji Toothbrush, and Xinghua Condiments [3][13]. Group 3: Specific Demographic Brands - Brands catering to specific demographics include Goodbaby and Gong An Kang for "Maternal and Child Products," and Su Yun for "Assistive Products" [3][19]. Group 4: Compliance and Support - Companies on the list are required to operate with integrity, fulfill social responsibilities, and continuously provide high-quality products and services [3][19]. - Local governments will enhance promotion and support for these recognized brands, aiming to cultivate distinctive industries and quality consumer brands [3].

Summary of Key Points Core Viewpoint The food safety inspection report from the Xi'an Huayin District Market Supervision Administration indicates that all 59 batches of food samples tested, including various categories such as biscuits and tea, passed the quality checks, ensuring consumer safety and product reliability [2][3]. Group 1: Inspection Results - A total of 16 categories of food were tested, comprising 59 batches, all of which were found to be compliant with safety standards [3]. - The categories included biscuits (1 batch), tea and related products (3 batches), nuts and fried foods (6 batches), condiments (6 batches), convenience foods (1 batch), pastries (1 batch), grain products (2 batches), meat products (10 batches), dairy products (3 batches), edible oils and fats (10 batches), potato and puffed foods (2 batches), fruit products (3 batches), frozen foods (1 batch), candy (5 batches), beverages (2 batches), and health foods (3 batches) [3]. Group 2: Specific Products and Companies - Notable products included "Kang Shifu Ice Red Tea" from Kang Shifu (Xi'an) Beverage Co., and "Vitasoy Lemon Tea" from Vitasoy (Wuhan) Co., both of which were part of the tested samples [3]. - Other companies involved in the inspection included Mengniu Dairy (Ningxia), Shuanghui Foods, and various local producers, all of which had their products tested and passed [3][4].

Summary of Key Points Core Viewpoint The recent food safety supervision sampling conducted by the Nantong Market Supervision Administration revealed that out of 203 batches of various food products tested, 200 batches were found to be compliant with safety standards, while 3 batches were deemed non-compliant. Group 1: Food Safety Supervision Results - A total of 203 batches of food products were tested, covering 14 categories including pastries, alcoholic beverages, edible oils, meat products, dairy products, and snacks [2][3]. - Out of the 203 batches, 200 were found to be compliant, resulting in a compliance rate of approximately 98.5% [2][3]. Group 2: Non-Compliant Food Products - Three batches were identified as non-compliant, with specific details provided in the attached documentation [2][3]. - The non-compliant products include items from various categories, indicating potential areas for improvement in food safety standards [2][3].

Group 1 - The 49th Hengshun Sauce and Vinegar Cultural Carnival was held in Suzhou, themed "Happy New Year, Everything Goes Well," marking a shift from a single main venue to a multi-location format across the province [1] - Hengshun Group aims to integrate its century-old flavor from Zhenjiang with Suzhou's rich cultural heritage, promoting traditional brewing techniques in modern life [1] - The event attracted a diverse crowd, including young people and children, who participated in traditional activities, reflecting a nostalgic connection to their heritage [1] Group 2 - Various stalls showcased a wide range of Hengshun products, including classic vinegar and soy sauce, as well as innovative snacks and gift boxes, appealing to many attendees [2] - The presence of calligraphers creating auspicious spring couplets and characters added a cultural touch to the event, enhancing the festive atmosphere [2]

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]

Group 1 - The 49th Hengshun Sauce and Vinegar Cultural Carnival officially opened on February 7, 2023, with the theme "Happy New Year, Everything Goes Smoothly" [1] - The event is co-hosted by Jiangsu Hengshun Group Co., Ltd. and Xinhua Daily Media Group, running from February 7 to 9 across thirteen cities in Jiangsu province [1] - The carnival features a "main venue + sub-venues + convenience points" model, upgrading the local custom of "not celebrating the New Year without soy sauce" into a cultural feast shared across the province [1] Group 2 - The carnival aims to attract younger demographics by launching a design competition for Jiangsu universities and a micro-short drama project to invigorate the century-old brand [2] - Each sub-venue has tailored activities: Nanjing features calligraphy masters, Xuzhou incorporates robots for blessings, and Suzhou combines local cultural elements with traditional games [2] - The event promotes regional collaboration by organizing travel groups from surrounding cities to participate in market consumption, embodying the century-old "Shun" culture [2]

上面图例显示的第一阶段都非常规整，最大回撤幅度20%左右，很标准的结构。如果后面几只最近也出现超量突破，则表明强势扩 散，板块联动效应有可能跑出来。 历史牛股是最好的教科书，而当下的牛股正在按相似的步调行进， 这是因为人性不变 。它们的基本特征是：主线脉络清晰，走势结 构紧凑，反复突破平台上行。 郑重声明：本文股票案例仅供学习交流使用，既无推荐之意，也不能作为买卖参考。 更多精彩内容，请关注同名公众号：猛兽派选股 最近，茅台连续抬升，是否在传递什么信息，还是仅仅因为春节消费的预期？不过从图形上看，似乎味业更好一些： | 分时 1分钟 5分钟 15分钟 30分钟 60分钟 日线 周线 月线 10分钟 45日线 季线 安琪酵母 安琪酵母(日线.等比前复权.对数) ◎ M6(8,20,50,200,13) WMA20: 43.7 VWA50: 43.3 VWA2 0.0 RSRHY: 31.9 44.29 财务数据(单季同比) 250426 HOME 8.95% 11.19% 250815 : 250815 : 251030 阶梯爬升 5 -26.81 WOL 收益三 交易壮 14:55 14:55 14.55 I ...

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]

Group 1 - The seasoning and fermentation sector increased by 0.83% compared to the previous trading day, with Zhongju Gaoxin leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the seasoning and fermentation sector showed various performance, with Zhongju Gaoxin closing at 18.31, up 2.35%, and Jieling Pickles at 13.38, up 1.98% [1] Group 2 - The main capital inflow in the seasoning and fermentation sector was 24.37 million yuan, while retail investors experienced a net outflow of 13.68 million yuan [2] - The capital flow for individual stocks showed that Hai Tian Wei Ye had a net inflow of 56.30 million yuan from main funds, while retail investors had a net outflow of 29.55 million yuan [3] - Zhongju Gaoxin had a net inflow of 9.12 million yuan from main funds, but retail investors saw a net outflow of 14.76 million yuan [3]