2 月我们重点跟踪的 8 个行业中仅 3 个保持正增长，5 个负增长。个位数增长的行业包括餐饮（+3.9%）、啤酒（+2.8%）和软饮料（+1.5%）；个位数下降的行业包括次高端及以上白酒（-7.2%）、速冻食品（-4.5%）、调味品（-3.8%）和乳制品（-2.5%）；大众及以下白酒（-13.5%）出现双位数下降。与上月相比，6 个行业增速下滑，2 个增速改善。今年 2 月同比基数较高，加之去年下半年以来的惯性因素，所以数据低迷。1-2 月累计同比看，除白酒行业外数据较为平稳。

食品饮料作为刚需品类，是居民消费的核心，24年Q1食品烟酒类消费人均消费占比达到32.2%，同比增长10.6%，市场整体呈现稳定增长趋势。线下仍是食品饮料的核心销售渠道，但线下各细分渠道增速趋缓，大型超市、大卖场渠道销售下滑明显。反观线上渠道，虽然规模占比相对较小，但线上整体增速达14.0%，内容电商以75.0%的增速带动线上市场持续增长。

A cooking grill is a piece of equipment designed for cooking food using direct heat. The cooking surface typically consists of an open rack or grate with a heat source located underneath. The high heat from the cooking grill sears the food, creating a distinctive flavor and grill marks.

Wet pet food refers to a type of pet food that has a high moisture content and is typically sold in cans or pouches. It is formulated to provide a complete and balanced diet for dogs and cats and may come in various flavors and formulations to meet different dietary needs and preferences. The global wet pet food market includes both commercial products sold by pet food manufacturers as well as homemade or artisanal options prepared by pet owners. It is an important segment within the overall pet food industry, which also includes dry pet food, treats, and other pet food products.

Ultra processed food refers to a category of food products that undergo extensive processing and contain a high proportion of industrialized ingredients. Ultra processed food often contains additives, preservatives, sweeteners, colorings, flavorings, emulsifiers, and other substances that are not commonly used in traditional home cooking.

Twinkies are a popular snack cake known for its soft sponge cake filled with a sweet cream filling. It is a type of confectionery and has been an iconic American treat since its creation.

Healthy snacks offer nutritional benefits and are considered beneficial for general health. Whole grains, fruits, vegetables, nuts, seeds, and lean proteins are frequently found in healthy snacks. The global healthy snack market includes energy bars, fruit and vegetable snacks, trail mixes, and nut butter. These snacks have calories, fiber, and protein and do not contain chemical preservatives and additives.

承上启下，为乳企稳定供应原料奶。从产业链分工来看，奶牛牧场上游承接饲料销售、奶牛育种等农业部门，下游对接乳企，为其提供原料奶供应。三聚氰胺事件后，龙头乳企重视奶源的源头把控，整合产业链上下游，牧场逐步进入规范化、规模化发展时期。从当前商业模式看，主流龙头牧场的主要分工是为下游乳企提供稳定的原料奶供应，同时在奶牛畜牧行业进行全产业链布局。

Gluten-free food refers to food items that do not contain gluten, a type of protein found in wheat, barley, rye, and hybrids of these grains. The purpose of gluten-free diets is to avoid triggering adverse reactions in individuals with gluten-related disorders, such as celiac disease, gluten sensitivity, or wheat allergy. People following a gluten-free diet need to ensure that their food does not contain any gluten ingredients or any cross-contamination from gluten￾containing products.

Owing to the rising awareness about meat safety worldwide, the global feed testing market has witnessed high demand. The regulatory bodies have been implementing several feed testing regulations to manufacture safe and high-quality feed. For instance, in 2023, the Innovative Feed Enhancement and Economic Development Act (Innovative FEED Act) was proposed by the United States to enhance the safety and quality of animal feed while promoting innovation in animal nutrition.