加快出海步伐,打造东南亚第二增长曲线。目前颐海已在泰国、马来西亚设有两大海外产业中心,泰国工厂2023 年落地、2024 年启动生产和渠道拓展,并在当地建立产品研发团队。当前已推出火锅底料、复合调味、方便速食三大系列产品,涵盖粉类、炖汤包、中药汤等本地化创新方向,正在进入东南亚KA 商超、批发、电商等多种渠道,B+C 两端均有布局。我们认为颐海的出海路径正从“产品试水”走向“本地建厂+组织搭建+...
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