676 lines
39 KiB
HTML
676 lines
39 KiB
HTML
|
||
<!DOCTYPE html>
|
||
<html lang="zh-CN">
|
||
<head>
|
||
<meta charset="utf-8" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
|
||
<title>食饮公司山姆渠道布局分析报告</title>
|
||
<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800" rel="stylesheet" />
|
||
<!-- Nucleo Icons -->
|
||
<link href="https://unpkg.com/@coreui/coreui@4.3.0/dist/css/coreui.min.css" rel="stylesheet" />
|
||
<!-- Font Awesome Icons -->
|
||
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
|
||
<!-- Tailwind CSS -->
|
||
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
|
||
<!-- DaisyUI -->
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Noto Sans SC', 'Inter', sans-serif;
|
||
background: linear-gradient(135deg, #f5f7fa 0%, #e4e9f2 100%);
|
||
min-height: 100vh;
|
||
}
|
||
|
||
.card {
|
||
background: rgba(255, 255, 255, 0.9);
|
||
backdrop-filter: blur(10px);
|
||
border: 1px solid rgba(255, 255, 255, 0.18);
|
||
box-shadow: 0 8px 32px 0 rgba(31, 38, 135, 0.1);
|
||
}
|
||
|
||
.header-gradient {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
}
|
||
|
||
.text-gradient {
|
||
background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
|
||
-webkit-background-clip: text;
|
||
-webkit-text-fill-color: transparent;
|
||
}
|
||
|
||
.table-responsive {
|
||
overflow-x: auto;
|
||
}
|
||
|
||
@media (max-width: 768px) {
|
||
.card {
|
||
margin-bottom: 1rem;
|
||
}
|
||
|
||
.table-responsive {
|
||
font-size: 0.875rem;
|
||
}
|
||
}
|
||
|
||
.badge-dot {
|
||
position: relative;
|
||
padding-left: 0.875rem;
|
||
}
|
||
|
||
.badge-dot i {
|
||
position: absolute;
|
||
top: 50%;
|
||
left: 0;
|
||
transform: translateY(-50%);
|
||
width: 0.375rem;
|
||
height: 0.375rem;
|
||
border-radius: 50%;
|
||
}
|
||
|
||
.progress {
|
||
height: 0.375rem;
|
||
border-radius: 0.25rem;
|
||
background-color: #e9ecef;
|
||
}
|
||
|
||
.progress-bar {
|
||
height: 100%;
|
||
border-radius: 0.25rem;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="p-4 md:p-8">
|
||
<div class="max-w-7xl mx-auto">
|
||
<!-- 页面标题 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<div class="text-center mb-6">
|
||
<h1 class="text-3xl md:text-4xl font-bold text-gradient mb-2">食饮公司山姆渠道布局分析</h1>
|
||
<p class="text-gray-600">会员制商超渠道红利深度解析</p>
|
||
</div>
|
||
|
||
<div class="flex flex-wrap justify-center gap-4 mb-6">
|
||
<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-full text-sm font-medium">
|
||
<i class="fas fa-store mr-2"></i>山姆门店数：51家
|
||
</div>
|
||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-full text-sm font-medium">
|
||
<i class="fas fa-chart-line mr-2"></i>销售额：1000亿元+
|
||
</div>
|
||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-full text-sm font-medium">
|
||
<i class="fas fa-users mr-2"></i>会员数：860万+
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心观点摘要 -->
|
||
<div class="card bg-gradient-default rounded-2xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-white mb-4">
|
||
<i class="fas fa-lightbulb mr-2"></i>核心观点摘要
|
||
</h2>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h3 class="text-lg font-semibold text-white mb-2">阶段判断</h3>
|
||
<p class="text-white text-opacity-90">山姆渠道已从"主题炒作"进入<strong class="text-yellow-300">基本面驱动阶段</strong>，成为食饮公司第二增长曲线的核心引擎。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h3 class="text-lg font-semibold text-white mb-2">核心驱动力</h3>
|
||
<p class="text-white text-opacity-90">会员制商超的<strong class="text-yellow-300">流量虹吸效应</strong>+<strong class="text-yellow-300">爆品孵化能力</strong>（单品年销售额可达2-5亿元）。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-xl p-4">
|
||
<h3 class="text-lg font-semibold text-white mb-2">未来潜力</h3>
|
||
<p class="text-white text-opacity-90">2025年山姆销售额或达<strong class="text-yellow-300">2000亿元</strong>（占商超大盘10%），合作品牌将享受3-4年业绩红利期。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 核心逻辑与市场认知 -->
|
||
<div class="grid md:grid-cols-2 gap-6 mb-8">
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-cogs mr-2 text-purple-600"></i>核心驱动力
|
||
</h2>
|
||
<ul class="space-y-3">
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong class="text-gray-800">渠道红利</strong>
|
||
<p class="text-gray-600 text-sm">山姆单店销售额20亿元（传统商超的5-10倍），会员年费260元筛选高消费力人群，复购率超50%。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong class="text-gray-800">选品壁垒</strong>
|
||
<p class="text-gray-600 text-sm">山姆要求供应商毛利率15-20%（低于传统商超25%+），但需提供定制化、差异化产品。</p>
|
||
</div>
|
||
</li>
|
||
<li class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-500 mt-1 mr-3"></i>
|
||
<div>
|
||
<strong class="text-gray-800">流量外溢</strong>
|
||
<p class="text-gray-600 text-sm">山姆爆品可反哺线上（如抖音、天猫），形成"山姆背书→全渠道放量"的飞轮效应。</p>
|
||
</div>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-balance-scale mr-2 text-purple-600"></i>市场认知分歧
|
||
</h2>
|
||
<div class="space-y-4">
|
||
<div class="bg-blue-50 border-l-4 border-blue-500 p-4 rounded">
|
||
<h3 class="font-semibold text-blue-800">乐观派</h3>
|
||
<p class="text-blue-700 text-sm">认为山姆是"食饮界的苹果商店"，能孵化10亿级大单品（如立高麻薯年销售额5亿元）。</p>
|
||
</div>
|
||
<div class="bg-orange-50 border-l-4 border-orange-500 p-4 rounded">
|
||
<h3 class="font-semibold text-orange-800">谨慎派</h3>
|
||
<p class="text-orange-700 text-sm">担忧山姆压价（如2024年部分SKU降价10%）和SKU淘汰率50-80%导致合作不稳定。</p>
|
||
</div>
|
||
<div class="bg-purple-50 border-l-4 border-purple-500 p-4 rounded">
|
||
<h3 class="font-semibold text-purple-800">预期差</h3>
|
||
<p class="text-purple-700 text-sm">被忽略的关键点：山姆自有品牌占比30%，但合作品牌可通过联名款规避竞争。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂与未来发展路径 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-rocket mr-2 text-purple-600"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center bg-purple-50 p-3 rounded-lg">
|
||
<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
|
||
<div>
|
||
<strong class="text-gray-800">2025Q3-Q4</strong>
|
||
<p class="text-gray-600 text-sm">山姆新店开业（武汉江岸、中山店等），带动区域品牌渗透。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-purple-50 p-3 rounded-lg">
|
||
<div class="bg-purple-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
|
||
<div>
|
||
<strong class="text-gray-800">新品验证</strong>
|
||
<p class="text-gray-600 text-sm">卫龙魔芋爽、劲仔深海小鱼预计2025Q2-Q3上架，验证"中式零食山姆化"逻辑。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-gray-700 mb-3">长期路径</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center bg-blue-50 p-3 rounded-lg">
|
||
<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">1</div>
|
||
<div>
|
||
<strong class="text-gray-800">2025-2027年</strong>
|
||
<p class="text-gray-600 text-sm">山姆门店数达80家，合作品牌收入占比从5%提升至20%+。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center bg-blue-50 p-3 rounded-lg">
|
||
<div class="bg-blue-500 text-white rounded-full w-8 h-8 flex items-center justify-center mr-3">2</div>
|
||
<div>
|
||
<strong class="text-gray-800">2028年后</strong>
|
||
<p class="text-gray-600 text-sm">山姆下沉至三四线城市，推动区域特色产品全国化。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-sitemap mr-2 text-purple-600"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="font-semibold text-gray-700 mb-3">产业链图谱</h3>
|
||
<div class="flex flex-wrap gap-4">
|
||
<div class="bg-green-100 text-green-800 px-4 py-2 rounded-lg">
|
||
<i class="fas fa-seedling mr-2"></i>上游：原料供应商
|
||
</div>
|
||
<div class="bg-blue-100 text-blue-800 px-4 py-2 rounded-lg">
|
||
<i class="fas fa-industry mr-2"></i>中游：代工厂
|
||
</div>
|
||
<div class="bg-purple-100 text-purple-800 px-4 py-2 rounded-lg">
|
||
<i class="fas fa-store mr-2"></i>下游：山姆门店+线上
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-semibold text-gray-700 mb-3">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">山姆收入占比</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">爆品案例</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">竞争优势</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">盐津铺子</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-gray-700">10%（2024）</td>
|
||
<td class="px-4 py-3 text-gray-700">蛋皇鹌鹑蛋（月销10万+）</td>
|
||
<td class="px-4 py-3 text-gray-700">全产业链布局（自建鹌鹑蛋基地）</td>
|
||
<td class="px-4 py-3 text-gray-700">品类单一化风险</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">甘源食品</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-gray-700">15%（2024）</td>
|
||
<td class="px-4 py-3 text-gray-700">芥末味夏威夷果（2亿级）</td>
|
||
<td class="px-4 py-3 text-gray-700">研发强（每年推新50+款）</td>
|
||
<td class="px-4 py-3 text-gray-700">坚果价格战</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">有友食品</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-gray-700">20%（2024）</td>
|
||
<td class="px-4 py-3 text-gray-700">脱骨鸭掌（月销20万+）</td>
|
||
<td class="px-4 py-3 text-gray-700">泡卤工艺专利，零添加</td>
|
||
<td class="px-4 py-3 text-gray-700">产能瓶颈（2025年扩产）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">立高食品</td>
|
||
<td class="px-4 py-3 whitespace-nowrap text-gray-700">8%（2024）</td>
|
||
<td class="px-4 py-3 text-gray-700">麻薯（5亿级）</td>
|
||
<td class="px-4 py-3 text-gray-700">冷链覆盖全国，山姆定制产线</td>
|
||
<td class="px-4 py-3 text-gray-700">烘焙行业竞争加剧</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-2xl p-6 mb-8">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-exclamation-triangle mr-2 text-purple-600"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 border border-red-200 rounded-lg p-4">
|
||
<h3 class="font-semibold text-red-800 mb-2">
|
||
<i class="fas fa-microchip mr-2"></i>技术风险
|
||
</h3>
|
||
<p class="text-red-700 text-sm">部分公司（如西麦燕麦粥）需调整配方以适配山姆"清洁标签"要求。</p>
|
||
</div>
|
||
<div class="bg-orange-50 border border-orange-200 rounded-lg p-4">
|
||
<h3 class="font-semibold text-orange-800 mb-2">
|
||
<i class="fas fa-dollar-sign mr-2"></i>商业化风险
|
||
</h3>
|
||
<p class="text-orange-700 text-sm">山姆要求15%毛利率可能压缩利润（如安井食品火锅料毛利率从25%降至18%）。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 border border-yellow-200 rounded-lg p-4">
|
||
<h3 class="font-semibold text-yellow-800 mb-2">
|
||
<i class="fas fa-gavel mr-2"></i>政策风险
|
||
</h3>
|
||
<p class="text-yellow-700 text-sm">若会员制商超被反垄断调查（如2024年Costco价格争议），可能影响合作条款。</p>
|
||
</div>
|
||
<div class="bg-purple-50 border border-purple-200 rounded-lg p-4">
|
||
<h3 class="font-semibold text-purple-800 mb-2">
|
||
<i class="fas fa-info-circle mr-2"></i>信息矛盾
|
||
</h3>
|
||
<p class="text-purple-700 text-sm">路演称山姆"未受舆情影响"，但2025年7月研报显示部分SKU下架，需验证数据一致性。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card bg-gradient-to-r from-purple-600 to-indigo-600 rounded-2xl p-6 mb-8 text-white">
|
||
<h2 class="text-2xl font-bold mb-4">
|
||
<i class="fas fa-chart-pie mr-2"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">结论</h3>
|
||
<p class="text-white text-opacity-90 mb-4">山姆渠道已进入<strong class="text-yellow-300">业绩兑现期</strong>，合作公司享受"量价齐升"红利，但需警惕SKU淘汰和价格战。</p>
|
||
|
||
<h3 class="text-xl font-semibold mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2 text-white text-opacity-90">
|
||
<li><i class="fas fa-check mr-2 text-green-300"></i>山姆新店开业节奏（2025年8家→2026年100家）</li>
|
||
<li><i class="fas fa-check mr-2 text-green-300"></i>核心单品月销数据（如盐津鹌鹑蛋是否突破20万件/月）</li>
|
||
<li><i class="fas fa-check mr-2 text-green-300"></i>毛利率变化（合作品牌能否维持15-20%山姆要求）</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3">投资方向</h3>
|
||
<div class="space-y-4">
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-semibold text-yellow-300 mb-2">高弹性标的</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="bg-yellow-500 bg-opacity-30 px-3 py-1 rounded-full text-sm">有友食品</span>
|
||
<span class="bg-yellow-500 bg-opacity-30 px-3 py-1 rounded-full text-sm">盐津铺子</span>
|
||
</div>
|
||
<p class="text-sm mt-2 text-white text-opacity-90">山姆收入占比高，增长潜力大</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-20 backdrop-blur-sm rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-300 mb-2">稳健龙头</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="bg-green-500 bg-opacity-30 px-3 py-1 rounded-full text-sm">甘源食品</span>
|
||
<span class="bg-green-500 bg-opacity-30 px-3 py-1 rounded-full text-sm">立高食品</span>
|
||
</div>
|
||
<p class="text-sm mt-2 text-white text-opacity-90">研发+渠道双轮驱动，壁垒高</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据表格 -->
|
||
<div class="card rounded-2xl p-6">
|
||
<h2 class="text-xl font-bold text-gray-800 mb-4">
|
||
<i class="fas fa-table mr-2 text-purple-600"></i>关联股票数据
|
||
</h2>
|
||
<div class="table-responsive">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">项目</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">新品进展</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">25年4月情况</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">25年5月情况</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">24年收入预计</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">25年目标预计</th>
|
||
<th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">甘源食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入芥末味夏威夷果仁/黑金蒜香茉莉翡翠豆两款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">仍在推进</td>
|
||
<td class="px-4 py-3 text-gray-700">芥末味夏威夷果仁1700w、黑金蒜香茉莉翡翠豆655w</td>
|
||
<td class="px-4 py-3 text-gray-700">芥末味夏威夷果仁1850w、黑金蒜香茉莉翡翠豆655w</td>
|
||
<td class="px-4 py-3 text-gray-700">2亿</td>
|
||
<td class="px-4 py-3 text-gray-700">3亿</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品推进情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">有友食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入脱脂鸭掌（24年7月）、素肉礼包（25年4月）、酸汤双脆（筋脆骨300g+掌中宝200g）（25年5月）</td>
|
||
<td class="px-4 py-3 text-gray-700">仍在推进</td>
|
||
<td class="px-4 py-3 text-gray-700">脱脂鸭掌2730w、轻享时光220w、山姆4号预估实现4000万销售额</td>
|
||
<td class="px-4 py-3 text-gray-700">脱脂鸭掌2800w、轻享时光695w、5月山姆3000w+</td>
|
||
<td class="px-4 py-3 text-gray-700">1.6亿</td>
|
||
<td class="px-4 py-3 text-gray-700">3亿</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品推进情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">洽洽食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有葵珍原味大瓜子、生香有机核桃仁、意式火腿风味坚果仁等多款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">仍在推进</td>
|
||
<td class="px-4 py-3 text-gray-700">葵珍原味大瓜子2030w、生香有机核桃仁480w、意式火腿风味坚果仁370w</td>
|
||
<td class="px-4 py-3 text-gray-700">葵珍原味大瓜子2032w、生香有机核桃仁492w、意式火腿风味坚果仁386w</td>
|
||
<td class="px-4 py-3 text-gray-700">2亿</td>
|
||
<td class="px-4 py-3 text-gray-700">2亿</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品推进情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">盐津铺子</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入蛋皇鹌鹑蛋产品</td>
|
||
<td class="px-4 py-3 text-gray-700">公司主营的三个品类均在谈</td>
|
||
<td class="px-4 py-3 text-gray-700">蛋皇鹌鹑蛋1700w</td>
|
||
<td class="px-4 py-3 text-gray-700">蛋皇鹌鹑蛋1720w</td>
|
||
<td class="px-4 py-3 text-gray-700">1亿</td>
|
||
<td class="px-4 py-3 text-gray-700">2亿</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品推进情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">好想你</td>
|
||
<td class="px-4 py-3 text-gray-700">已有黑金枣/红小派枣仁派、枣夹核桃、去核红枣、免洗红枣/清菲菲红枣银耳羹（新进）等三款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">储备有1-2款推进</td>
|
||
<td class="px-4 py-3 text-gray-700">黑金枣月销600w</td>
|
||
<td class="px-4 py-3 text-gray-700">黑金枣月销600w</td>
|
||
<td class="px-4 py-3 text-gray-700">3000w</td>
|
||
<td class="px-4 py-3 text-gray-700">1.5亿</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品储备情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">西麦食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入日式芦笋滑蛋豚骨风味燕麦粥第一款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">6-7月将上市第二款即食产品</td>
|
||
<td class="px-4 py-3 text-gray-700">日式芦笋滑蛋豚骨风味燕麦粥320w</td>
|
||
<td class="px-4 py-3 text-gray-700">日式芦笋滑蛋豚骨风味燕麦粥320w</td>
|
||
<td class="px-4 py-3 text-gray-700">破千万</td>
|
||
<td class="px-4 py-3 text-gray-700">破千万</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品上市计划</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">立高食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有多款月销千万级新品，近期新上香肠芝士面包</td>
|
||
<td class="px-4 py-3 text-gray-700">仍有多款在打新品榜Top3</td>
|
||
<td class="px-4 py-3 text-gray-700">上市10天仍排在山姆新品榜Top3</td>
|
||
<td class="px-4 py-3 text-gray-700">上市10天仍排在山姆新品榜Top3</td>
|
||
<td class="px-4 py-3 text-gray-700">3000万月销</td>
|
||
<td class="px-4 py-3 text-gray-700">3000万月销</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及新品排名</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">安井食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有鼎泰味旗下两款混装火锅料</td>
|
||
<td class="px-4 py-3 text-gray-700">一款产品年销售3-4千万，另一产品预计25年翻倍</td>
|
||
<td class="px-4 py-3 text-gray-700">一款产品年销售3-4千万，另一产品预计25年翻倍</td>
|
||
<td class="px-4 py-3 text-gray-700">一款产品年销售3-4千万，另一产品预计25年翻倍</td>
|
||
<td class="px-4 py-3 text-gray-700">1亿+</td>
|
||
<td class="px-4 py-3 text-gray-700">1亿+</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及增长预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">五芳斋</td>
|
||
<td class="px-4 py-3 text-gray-700">已有玉米饭团、粽子礼盒等产品</td>
|
||
<td class="px-4 py-3 text-gray-700">软心玉米团170w（缺货）</td>
|
||
<td class="px-4 py-3 text-gray-700">软心玉米团360w</td>
|
||
<td class="px-4 py-3 text-gray-700">软心玉米团360w</td>
|
||
<td class="px-4 py-3 text-gray-700">1亿+</td>
|
||
<td class="px-4 py-3 text-gray-700">1亿+</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道销售数据及产品供应情况</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">天味食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有一款产品好人家×柴门荟麻辣香锅煲（25年5月）</td>
|
||
<td class="px-4 py-3 text-gray-700">已有一款产品好人家×柴门荟麻辣香锅煲（25年5月）</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">1000w</td>
|
||
<td class="px-4 py-3 text-gray-700">2000-3000w</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市时间</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">日辰股份</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入两款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">已进入两款产品</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">1000w</td>
|
||
<td class="px-4 py-3 text-gray-700">2000-3000w</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市时间</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">宝立食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有黑松露厚牛黑椒意面（年初）</td>
|
||
<td class="px-4 py-3 text-gray-700">上线后快速放量，预计月销售破千万</td>
|
||
<td class="px-4 py-3 text-gray-700">上线后快速放量，预计月销售破千万</td>
|
||
<td class="px-4 py-3 text-gray-700">上线后快速放量，预计月销售破千万</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品销售预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">海天味业</td>
|
||
<td class="px-4 py-3 text-gray-700">和山姆一直有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">和山姆一直有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">与山姆持续合作关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">新乳业</td>
|
||
<td class="px-4 py-3 text-gray-700">已有唯品新品芭乐酸奶/蔓越蔚品有机纯牛奶1L装</td>
|
||
<td class="px-4 py-3 text-gray-700">日销达几十万元，已具备爆品潜质</td>
|
||
<td class="px-4 py-3 text-gray-700">日销达几十万元，已具备爆品潜质</td>
|
||
<td class="px-4 py-3 text-gray-700">日销达几十万元，已具备爆品潜质</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品销售表现</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">仙乐健康</td>
|
||
<td class="px-4 py-3 text-gray-700">与山姆、盒马有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">与山姆、盒马有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">与山姆持续合作关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">燕之初</td>
|
||
<td class="px-4 py-3 text-gray-700">已有7个sku</td>
|
||
<td class="px-4 py-3 text-gray-700">已有7个sku</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道产品数量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">紫燕食品</td>
|
||
<td class="px-4 py-3 text-gray-700">已有红油调味料（销量有限）</td>
|
||
<td class="px-4 py-3 text-gray-700">未来计划推进核心肉类产品</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道产品规划</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">周黑鸭</td>
|
||
<td class="px-4 py-3 text-gray-700">已有卤料包产品（年初）</td>
|
||
<td class="px-4 py-3 text-gray-700">半月销量已远超双方的预期</td>
|
||
<td class="px-4 py-3 text-gray-700">半月销量已远超双方的预期</td>
|
||
<td class="px-4 py-3 text-gray-700">半月销量已远超双方的预期</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品销售表现</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">祖名股份</td>
|
||
<td class="px-4 py-3 text-gray-700">已有玉米汁进山姆</td>
|
||
<td class="px-4 py-3 text-gray-700">在山姆渠道销售后保持高热度</td>
|
||
<td class="px-4 py-3 text-gray-700">在山姆渠道销售后保持高热度</td>
|
||
<td class="px-4 py-3 text-gray-700">在山姆渠道销售后保持高热度</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道产品热度</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">乐惠国际</td>
|
||
<td class="px-4 py-3 text-gray-700">已有自有品牌"鲜啤30公里"，包括佛手柑精艾尔啤酒等</td>
|
||
<td class="px-4 py-3 text-gray-700">已有自有品牌"鲜啤30公里"，包括佛手柑精艾尔啤酒等</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道自有品牌布局</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">农夫山泉</td>
|
||
<td class="px-4 py-3 text-gray-700">已有"炭仌"咖啡新品（25年6月）</td>
|
||
<td class="px-4 py-3 text-gray-700">已有"炭仌"咖啡新品（25年6月）</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市时间</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">伊利股份</td>
|
||
<td class="px-4 py-3 text-gray-700">低温产品跟山姆有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">低温产品跟山姆有合作</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">与山姆持续合作关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">妙可蓝多</td>
|
||
<td class="px-4 py-3 text-gray-700">6月底打入小三角</td>
|
||
<td class="px-4 py-3 text-gray-700">6月底打入小三角</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市时间</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">卫龙美味</td>
|
||
<td class="px-4 py-3 text-gray-700">6-7月山姆渠道有望进入</td>
|
||
<td class="px-4 py-3 text-gray-700">6-7月山姆渠道有望进入</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">全年规模可能近亿元</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">百润股份</td>
|
||
<td class="px-4 py-3 text-gray-700">后续会陆续进入</td>
|
||
<td class="px-4 py-3 text-gray-700">后续会陆续进入</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品规划</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">香飘飘</td>
|
||
<td class="px-4 py-3 text-gray-700">有1-2个产品进入选品阶段</td>
|
||
<td class="px-4 py-3 text-gray-700">有1-2个产品进入选品阶段</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品选品阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">千味央厨</td>
|
||
<td class="px-4 py-3 text-gray-700">希望Q3或能进山姆（大包、煎饺），预制菜也在跟山姆送样</td>
|
||
<td class="px-4 py-3 text-gray-700">希望Q3或能进山姆（大包、煎饺），预制菜也在跟山姆送样</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">全年规模可能近亿元</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品送样及上市预期</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 whitespace-nowrap font-medium text-gray-900">劲仔食品</td>
|
||
<td class="px-4 py-3 text-gray-700">预计Q2-3有望进山姆</td>
|
||
<td class="px-4 py-3 text-gray-700">预计Q2-3有望进山姆</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">暂无数据</td>
|
||
<td class="px-4 py-3 text-gray-700">山姆渠道新品上市预期</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
</html>
|
||
``` |