Manufacture of meat or poultry dishes Manufacture of fish dishes, including fish and chips Manufacture of prepared dishes of vegetables Manufacture of canned stews and vacuum-prepared meals Manufacture of other prepared meals (such as "TV dinners", etc.) Manufacture of frozen or otherwise preserved pizza

Manufacture of meat or poultry dishes Manufacture of fish dishes, including fish and chips Manufacture of prepared dishes of vegetables Manufacture of canned stews and vacuum-prepared meals Manufacture of other prepared meals (such as "TV dinners", etc.) Manufacture of frozen or otherwise preserved pizza

Manufacture of prepared feeds for pets, including dogs, cats, birds, fish etc. Manufacture of prepared feeds for farm animals, including animal feed concentrates and feed supplements Preparation of unmixed (single) feeds for farm animals Treatment of slaughter waste to produce animal feeds

Manufacture of starches from rice, potatoes, maize etc. Wet corn milling Manufacture of glucose, glucose syrup, maltose, inulin etc. Manufacture of gluten Manufacture of tapioca and tapioca substitutes prepared from starch Manufacture of corn oil

This class includes: Manufacture or refining of sugar (sucrose) and sugar substitutes from the juice of cane, beet, maple and palm Manufacture of sugar syrups Manufacture of molasses Production of maple syrup and sugar

Manufacture of non-defatted flour or meal of oilseeds, oil nuts or oil kernels Manufacture of refined vegetable oils: olive oil, soya-bean oil etc. Processing of vegetable oils: blowing, boiling, dehydration, hydrogenation etc. Manufacture of margarine Manufacture of melanges and similar spreads Manufacture of compound cooking fats Manufacture of non-edible animal oils and fats Extraction of fish and marine mammal oils Production of cotton linters, oilcakes and other residual products of oil production

龟甲万，日本酱油龙头企业。龟甲万是日本最大的酱油生产企业，市占率达到34.1%，在美国的酱油市场市占率也超过50%。2022财年营业总收入5164.40亿日元，同比增长17.53%。公司其主要产品及服务包括酱油、食物调味料及香料、味醂、烧酒及清酒、果汁及其他饮料、药物与餐厅管理服务等。

本周HTI 跟踪的六类消费品中，除啤酒现货指数持平之外，多数行业成本下行，且期货端降幅普遍大于现货端。

本周HTI 跟踪的六类消费品中，除调味品和软饮料现货成本下行之 外，多数行业成本边际小幅提升，方便面和速冻食品涨幅居前。 具体来看， 本周包材部分仅塑料现货和纸浆期货下跌 1.68%/1.22%，其他多数价格上行或持平，其中玻璃期货领涨，幅 度达1.73%，易拉罐、塑料期货紧随其后，分别上涨1.07%和 0.61%。直接原材料部分，整体涨多跌少，其中棕榈油价格止跌反 弹，现货、期货提升6.98%和8.40%，小麦期货涨超5.5%，蔬菜、 鸡肉、白糖分别上涨3.32%/2.31%/2.54%，其他原材料涨幅在1%以 内，大豆、大米走弱下跌，幅度达1.69%/0.56%。能源价格方面， 布油指数小幅反弹，现货、期货上涨1.77%/2.71%。

国庆白酒动销整体平稳，部分区域常态化管控对消费场景有所影响。从消费 场景看，国庆主要场景是中大型婚喜宴席，年内宴席场次回补较明显；B 端企业 团购消费量有减少，用酒档次暂未明显降档；价位上，礼赠/商务招待需求表现为 降频而非降级，100-400 元价位依然是婚宴用酒主流，升级需求延续；分区域看， 安徽、江苏等经济基础较好，受疫情影响较少的区域反馈较好，四川地区国庆期 间回补部分中秋需求，华北、华南表现平稳；国庆假期飞天茅台散瓶批价在2730 元左右，整箱批价在3040 元左右；普五批价在970-980 元，在消费传统旺季， 各品牌亦增加了相关终端费用投放与消费促销力度；主流品牌的回款和节奏进度 与往年基本一致。