据海通国际预测，25 年 11 月重点跟踪的 8 个必选消费行业中 4 个保持正增长，4 个负增长。其中，增长的行业包括调味品、速冻食品、软饮料和餐饮；下降的行业包括次高端及以上白酒、大众及以下白酒、乳制品和啤酒。与上月相比，全行业增速均减弱。我们认为主要系宏观经济环境、行业结构性矛盾及季节性因素共同作用所致：白酒整体批价持续调整，渠道库存压力仍大；乳制品行业以价换量策略效果减弱；啤酒行业受季节性需求回落及即饮场景恢复不及预期影响，增速放缓显著。

The market by value in this report is defined as the revenues that enterprises gain from goods and/or services sold within the specified market and geography. • Values in this market are ‘factory gate’ values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

A few optional flavorings, vinegar, water, mustard seeds, and salt are the ingredients of mustard sauce. It is a well-liked and adaptable side dish that has a sharp and tangy taste. Depending on the particular mustard seeds used and the method of preparation, there are several varieties of mustard sauces, from coarse and spicy to smooth and mild.

Goat cheese, often referred to as chèvre, is a dairy product made from the milk of domesticated goats and is recognized for its distinctive tangy, earthy, and creamy flavor. Unlike cow’s milk cheese, it contains smaller fat globules and lower lactose, making it easier to digest and suitable for individuals with mild lactose sensitivities. Goat cheese is available in a wide range of textures and styles, from soft, fresh, and spreadable varieties to firm, aged, and crumbly types, often enhanced with herbs, spices, or ash coatings. It is a versatile ingredient widely used in salads, baked dishes, spreads, and gourmet cuisines, particularly in Mediterranean and French cooking. Rich in protein, calcium, and essential vitamins, goat cheese combines nutrition with culinary appeal

Smoothies are thick and creamy beverages made from pureed raw fruits, vegetables, and sometimes dairy products, typically using a blender. Smoothies containing dairy products are similar to milkshakes, though the latter typically contain less fruit and often use ice cream or frozen yogurt.