安井食品VS苏泊尔,近况对比分析(考验)

吃瓜首席邓晖
Oct 12, 2025

没有人能永远一帆风顺,公司也一样,面临考验时的行动,才能用来计算潜力;嘚瑟时的高光,价值有限。大家好,我是吃瓜首席邓晖(+群见文末)。外围市场剧烈地震,这时候,价值投资的优越性就体现出来了,能继续睡好觉,继续踏踏实实计算胜率。今天,我们继续来跨界对比观察一下,安井食品和苏泊尔。一个是速冻食品龙头,一个是小家电龙头。两家都是深入消费者心智的品牌,C端比例都不低。01竞争逻辑方面,安井食品和苏泊尔的...

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