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品类品牌培育带动魔芋及鹌鹑蛋高增
品类品牌培育带动魔芋及鹌鹑蛋高增
行业数据
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所属报告：
盐津铺子-公司研究报告-修内功扩边界解构破局者的成长之路-250523（32页）.pdf
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2025-04-22
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鱼制品及鹌鹑蛋共同驱动公司增长（亿元）
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2024-08-20
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2024-08-20
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品类叠加拓展能力边界，成本优势支撑极致性价比。盐津作为休闲零食上市公司中品类跨度最大的公司，当前已实现多品类覆盖，从 2024 年公司产品结构来看，辣卤类产品占比 37.0%，涵盖魔芋、肉禽类、豆制品等多种辣味零食，深海零食、烘焙薯类等店中岛时期大单品当前也分别占据 12.7%、21.8%较高占比，蛋类零食在鹌鹑蛋品类扩容、蛋皇大单品打造之下实现品类放量，占比 10.9%。盐津在不同阶段均有不同的品类带动公司增长极，且渠道布建充分、新品迭代推新成本较小，无论是店中岛称重计价免进场条码费，还是量贩零食产品快速迭代，盐津均能以市场需求灵活调整品类重心。同时在生产端积累的规模效应、往上游多走一步构建的成本优势能够支撑终端的“极致性价比”，实现“低成本之上的高品质+高性价比”。
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盐津铺子-公司研究报告-修内功扩边界解构破局者的成长之路-250523（32页）.pdf
全球折扣店销售额占比仅次于大型零售渠道
2023年全球各渠道中折扣店增速最高
渠道变革催生新的发展机遇
盐津股权激励持续性及激励力度均为零食公司前列
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