行业研究报告题录
制造业--食品制造业(2019年第3期)
(报告加工时间:2019-01-22 -- 2019-02-12)

行业资讯

境外分析报告

  • 波兰食品部门报告(2018-2022年)
    Poland is currently the EU’s 6th biggest food producer with the 4th biggest agricultural land area. The country is also the 8th biggest food exporter in the organisation. Many industry segments, especially confectionery, have become dominated by foreign-owned companies. Food manufacturing is loosely regulated and entry barriers in the sector are low. There are 1,250 mid-sized and large enterprises in the sector along with numerous small family businesses.
  • 加纳食品和饮料报告2019年第一季度
    Ghana's food processing industry is highly fragmented with few companies counting as major producers with widespread national reach. Among the multinational contingent, fast-moving consumer goods firms Cadbury, Nestlé and Unilever are well established with strong brand heritage; however, robust economic growth and rising disposable incomes are likely to lay the groundwork for more domestic companies to emerge over the coming years. Dairy company Fan Milk is the largest Ghana-based food company with a market capitalisation close to USD100mn. In 2013 Dubaibased private equity firm The Abraaj Group and dairy giant Danone acquired Fan Milk in a deal thought to be worth around USD350mn. According to Abraaj, this is the largest ever private equity deal involving Africa's fast-moving consumer goods sector (excluding those in South Africa). The purchase of Fan Milk indicated that Abraaj and Danone hold a positive view on the growth potential of West Africa's fresh dairy sector. As incomes increase so does the consumption of fresh dairy. This is helped by increasing ownership of refrigeration appliances. In 2017 Abraaj and Danone decided to invest an additional USD25mn in Fan Milk in order to help the company meet the rapidly rising demand.
  • 东南亚食品加工设备市场报告(2018-2025年)
    Food processing equipment are machines meant for manufacturing high-quality food with enhanced taste and increased shelf life. In addition, they are used for packaging different food items such as baked foods, confectionaries, beverages, dairy, meat, poultry, seafood, and others. Demand for food processing machineries that use latest technology and offer high processing capacity with international hygiene & quality standards is high among customers. Change in food habits and preferences have fueled the increase in demand for processed food items across the globe. Moreover, growth of the food processing industry is expected to provide lucrative opportunities for new players to enter the market with innovative products that offer higher output and better results.
  • 泰国食品饮料行业报告(2019-2020年)
    Thailand boasts a well-developed food processing sector, making it one of the world’s leading agricultural suppliers. Segments such as fruit and vegetables, fishery products, and cassava starch are mainly export-oriented, while meat products, animal feed, vegetable oil and dairy products mostly focus on the domestic market. However, the country is one of Asia’s leading fresh milk exporters. Thailand ranked as the second-largest sugar and rice exporter globally in 2017. It exports some 90% of its fish and seafood production, and was also the world’s fourth-largest broiler chicken exporter in 2017. Thus, Thailand’s food and beverage industry is truly a global player, reflecting the government’s vision, launched in 2003, that Thailand should become the “Kitchen of the World” and boost food exports.
  • 乳制品替代品市场分析和分段预测到2025年
    The global dairy alternatives market has been segmented based on product, formulation, application, and region. Based on product, the market has been segmented into almond milk, soy milk, rice milk, and others such as coconut milk and cashew milk. In terms of formulation, the market has been segmented as plain and flavored dairy alternatives. Each of these segments is sub-segmented into sweetened and unsweetened formulations. Based on application, the market has been segmented as food and beverages. Food application segment has been further segmented into cheese, desserts, and snacks. Lastly, the market has been segmented based on region as North America, Europe, Asia Pacific, Latin America, and the Middle East & Africa. Market estimates and forecasts are represented in terms of volume (kilotons) and revenue (USD million) for a period ranging from 2014 to 2025, with the base year as 2017 and a forecast period from 2018 to 2025.

投资分析报告

  • 食品饮料行业:一文看懂卤制品行业-春江水暖鸭先知系列2
    卤制是传统烹饪工艺,卤制品具有“色、香、味、型”俱全的特点,满足现代人“尚滋味,好辛香”的饮食偏好。卤制品行业长青:1)代代相承的秘方使行业内产品生命周期相对更长;2)卤制品滋味重、多辛辣使其消费成瘾性强;3)适宜规模化经营。 
  • 食品饮料行业:淘数据12月跟踪,酒类销量节前上扬,调味品同比增逾一倍-月度报告
    双十一促销活动使上月电商销售数据大幅走高,本月酒类、乳制品、调味品、休闲食品销售额环比下降 25.89%、40.9%、14.04%、4.21%,食品饮料行业回归节后正常销售。
  • 食品饮料行业:Q4公募食品饮料仓位回落,白酒持仓占比大幅下降
    18Q4 食品饮料公募基金持仓环比分别下降 2.77 个 PCT 至 11.11%,食品饮料在公募基金持仓行业中排名第二,仅次于医药行业。分二级行业来看,Q4 饮料制造板块持仓占比 6.87%,环比下降 2.92 个 PCT;Q4 食品制造板块持仓占比 4.23%,环比提升 0.15 个 PCT。分三级行业来看,Q4白酒持仓环比大幅下降 3.14 个 PCT 达 6.44%,我们认为主要由于资本市场担心宏观经济增速放缓会对 18Q4 和 19 年白酒企业业绩产生影响;Q4乳品持仓下降 0.31 个 PCT 至 1.61%;调味品、肉制品和啤酒持仓分别1.04%、0.50%、0.38%,环比提升 0.22、0.15 和 0.25 个 PCT。 

综合分析报告

  • 自媒体时代食品贸易面临的形势与转型升级对策
    在移动网络科技创新推动之下,社会新兴产业层出不穷,微信、微博等的出现更是为媒体行业注入了新鲜血液。借助于各类新兴媒介平台,自媒体发展迅速,并凭借自身娱乐性、交互性及平民化等特点倍受人们喜爱。常言道:“有人群就有市场,有市场就是买卖。”面对时代的发展变化,自媒体受众数量有增无减,媒体受众所蕴含的经济价值也为各大产业自身的经济发展带来了多方面启示。文章以“衣、食、住、行”中食品贸易市场为例,讨论了在自媒体时代,国内食品贸易所面临的形势,并在此基础上就如何对转型升级对策进行优化,确保其市场占有率以及在国民经济体中的价值进行了探讨。
  • 世界食用豆主要出口国国际竞争力的比较分析
    通过国际市场占有率、贸易竞争指数等指标对世界主要食用豆出口国阿根廷、澳大利亚、加拿大、中国、美国的食用豆国际竞争力进行了测算和比较分析,探讨了影响我国食用豆国际竞争力的主要因素,最后提出了提升中国食用豆国际竞争力的若干对策。研究发现,中国食用豆在20世纪90年代具有极强的国际竞争力,之后国际竞争优势逐步弱化;加拿大和澳大利亚的食用豆出口具有很强的国际竞争力且竞争优势继续上升,阿根廷食用豆的国际竞争力也很强;美国食用豆的国际竞争力则相对较弱而且略有下降。影响我国食用豆国际竞争力的主要因素包括生产成本上升导致缺乏价格优势、产品品质不够一致、国外食用豆发展生产对中国国内市场带来冲击等。要提升我国食用豆的国际竞争力,需要加大对食用豆生产的科技投入力度、建立商品生产出口基地、提高商品品质,适度规模化等。
  • 四大粮食作物成本与收益比较分析
    粮食安全问题一直是我国学者重点研究的问题。通过对比分析了水稻、玉米、小麦、大豆等四大粮食作物成本收益,得出了种植玉米成本最高、利润最低,而种植水稻成本高但利润也最高等结论。据此,提出了相关政策建议。
  • 新零售背景下茶叶销售策略研究
    作为一种文化附加值较高的快速消费品,茶叶实体零售店和茶叶电商各有各的利弊,在新零售背景下如何使茶叶电商和实体零售店形成合力,实现在商业维度上的优化升级?可以实施哪些有效的销售策略?需要持续进行茶叶销售策略的分析研究并不断创新。
  • 大数据时代的绿色食品网络营销发展对策
    如今,一场“大数据”的信息化革命已然迫近。“大数据”对于当今社会的绿色食品营销而言其作用不言而喻,它能够将散落在全球各个角落的绿色食品生产与流通数据进行优化整合,用于指导绿色食品企业的生产经营活动。研究“大数据”对绿色食品网络营销的影响,对于促进绿色食品产业大发展具有重要的现实意义。

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