安井食品:战略转向新品驱动 打造爆品成为增长抓手

中邮证券有限责...
May 28, 2025

投资要点战略重心从“渠道驱动”转向“新品驱动”,通过组织思想统一、激励机制优化及资源倾斜,推动C 端产品创新成为增长核心。内部建立差异化考核体系,并围绕“烧麦称王、烤肠起航”等口号强化战略共识。从渠道角度来看,1)大B 端定制化聚焦高势能渠道:公司深化与山姆会员店、百胜中国等头部客户合作,定制化产品兼顾品质与盈利。例如,山姆渠道已供应两款龙虾类产品,未来在山姆及百胜渠道将持续有新品突破,此类大品牌...

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