洞悉商业本性,直击企业核芯作者|李平2025年,中国调味品行业正式迈入存量博弈的深水区,作为行业绝对龙头的海天味业(603288.SH),也迎来了上市以来最具考验的一年。据2025年前三季度财报显示,海天味业以216.28亿元营收,同比增长6.02%、10.54%的归母净利润增速守住了行业龙头基本盘,但增速较此前双位数增长时代已明显放缓。从政策冲击下零添加增长引擎的失速,到灯塔工厂落地带来的制造业...
Source Link洞悉商业本性,直击企业核芯作者|李平2025年,中国调味品行业正式迈入存量博弈的深水区,作为行业绝对龙头的海天味业(603288.SH),也迎来了上市以来最具考验的一年。据2025年前三季度财报显示,海天味业以216.28亿元营收,同比增长6.02%、10.54%的归母净利润增速守住了行业龙头基本盘,但增速较此前双位数增长时代已明显放缓。从政策冲击下零添加增长引擎的失速,到灯塔工厂落地带来的制造业...
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