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Articles by 辛夷

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Capital, Earnings & M&A

Angels and Demons: The Evolution of Food Under Additives

With over 25,000 food additives worldwide, the dense ingredient lists on products nearly chronicle a century of human taste memory. A viral video blogger's phrase 'all technology and hard work' sparked widespread food safety anxiety, leading to a national debate on additive safety and shaking the market value of major brands like Haitian.

辛夷
Consumer & Categories

The 30-Year Rise and Fall of China's Snack Industry

China's leisure snack industry has evolved over 30 years, with companies rising and falling through four eras: volume-driven, chain retail, online, and health-focused. The industry is now in a stable period where full-channel, diversified, and differentiated strategies are key to survival.

辛夷
Capital, Earnings & M&A

From Ten Yuan a Bottle to a Market Cap of 500 Billion: Who Can Beat Haitian in the Soy Sauce Game?

Haitian is on par with excellence but still far from greatness. On October 30, after releasing its third-quarter report, Haitian Weiye, the 'soy sauce giant,' topped the trending list. The report showed revenue of 17.086 billion yuan in the first three quarters, up 15.26% year-on-year, and net profit of 4.571 billion yuan, up 19.2%.

辛夷