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2009 1210 2023 08 09 2019 10 2-10 90 90 90 90 60 90 S0360520070001 S0360520090001 021-20572598 S0360518040001%()127 0.02()61,821.56 6.49()59,090.77 8.04%1M 6M 12M 6.3%-4.2%-1.3%3.1%-1.2%0.7%2023-08-04 20230724-20230730 2023-07-30 2023 2023-07-25-25%-14%-4%6%22/08 22/10 22/12 23/03 23/05 23/082022-08-082023-08-07 300 2009 1210 1 2 3 4 90 0YEVwPtOtQnMtNsRtOqPrQbRaObRmOnNnPmPlOnNyQeRmNmM8OqRsOuOrQrNMYrMwP 2009 1210 3.6.6.8 1.8 2.10 3.11.13 1.13 2 60.16 3.17.18 1 PE 20X 30.18 2 30.19 3.20 2009 1210 4 1.7 2.7 3.8 4 90.8 5.9 6.9 7%.9 8 90.9 9.10 10/30%.10 11 30.10 12.11 13 63%.11 14.12 15.12 16.12 17.13 18.13 19 80.14 20.14 21.14 22.15 23.15 24 R-1.15 25 R-1.15 26.16 27.16 28.16 29.16 30.17 31.17 32.18 2009 1210 5 33.19 34 1997-2022 pcts.19 35 30 20%.20 36%.21 37 225.21 38&225.21 2009 1210 6 2019 90 90 2019 10 90 30 1 1 2007 P20 2009 1210 7 99.9%0.1%2-10 1 2 BP 2022 BP 2022 90 Busicom LSI Intel LSI 2009 1210 8 Intel 3 4 90 30 90 1 90 90 90 10 3.7 2022 90 0.3 30 2009 1210 9 5 wind 80 1993-1995 100 5.3 8.58.9 91 100 6.4 5-7 2021 2022 2021 6 7%wind 90 90 8 90 CAGR 2000-18%-0.90%13-28%2018-6.4%-1.2%1996-20%-0.90%()1973-46%-1.30%2004-6%-0.40%CLCA foodaily L,kg kg L 111,437 351280200004000060000800001000001200001400001600001800001985198619871988198919901991199219931994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021日 本 人均可 支配收 入(元/即期汇 率)中 国 人均可 支配收 入(元)日 本 人均可 支配收 入(元/当期汇 率)53.538.232.931.20102030405060巴西墨西哥美国土耳其伊朗中国俄罗斯越南印度意大利西班牙澳大利亚日本英国加拿大德国韩国法国52.3 86.9 45.7 6.4 9.5 3.1 25.3 66.6 14.4 5.9 7.1 2.4 020406080100日本人均消费量 中国人均消费量 2009 1210 10 2 4000 30%40%50%65%30%43%00 9 10/30%2022 2022 11 30 2009 1210 11 68%12 13 63%()4 15 30 70 90 124 2020 2020 2020 3 90 90 Daiso 90&Cook Do 6.25%14.48%16.43%27.00%21.46%14.37%一线城市 人口占 比新一线城 市人口 占比二线城市 人口占 比三线城市 人口占 比四线城市 人口占 比五线城市 及以下 占比 2009 1210 12 14 15 2023 wind/wind 16 2020 Superior Taste Award 2021 GMV10 4 2022 8.2 2.5 USD 23Q2 2022 133-eatbigfish 2023 2023 22 80-90 1 USD 2023 7 100 1200 7000 43 2021 7 5 2023 7 2000 240 GO 8000 8 RMB 5 160%10 3 USD 22 22 71.73 SKU 700 5kwRMB 21 6 7-SKU 22 37 MOODY 3.8 RMB FDA CE etafilcon A 2 RMB 2000 9 2022 12 22 47 RMB 2021 3 TOP1 2 RMB 2020 2022 10 RMB 200 2000 200 4000 RMB 2021 50 wind 13 TOP IT FoodTalks FBIF C2CC,10682731755834704189507101357930242233 2231 2227222205000100001500020000051015202530351983 1990 2000 2010 2019 2020 2021 2022/10.8%12.6%15.0%18.4%20.7%24.9%24.5%27.2%4.75%5.43%5.79%6.22%6.76%8.08%8.78%0%5%10%15%20%25%30%2015 2016 2017 2018 2019 2020 2021 2022 2009 1210 13 2019 90 90 1 2 3 4 1 2 3 4 1 80 80 80 90 10 10 R-1 20 1000 2015 17 18 wind 0%5%10%15%20%25%30%35%0300060009000120001500019681972197619801984198819921996200020042008201220162020日本总人 口（万 人）日本劳动 力人口（万人）65 岁以上人口占比（右轴）1998 年 劳动力 人口6793w 见顶2010 年 总人口12806w 见顶 FOSHU FFC 1991 2015 2009 1210 14 19 80 20 21 1962-1973 1986-1990 1965 90 2009 1210 15 22 23 wind Vitafusion Nature s Way KALAVITA Orange King 24 R-1 25 R-1 2020 superdry1987 15 2009 1210 16 26 27 2 60 2019 1964 90 1998 2008 SKU 2014 2014 3.2 2016 5.4 28 29 SKU 1973 356 1977 659 1991 2192 2009 1210 17 500 25 50 30 31 2023-2025 3 90&2009 1210 18 32 76%1994 50%8 58%1909 36%1958 57%23%20%51%/48%superdry/11%HA/78%43%66%14%65%30%7-11 86%58%Wind 2022 1 PE 20X 30 1986-1989 90 97 2000 08 2012 1990 225 CAGR 5%20X+2009 1210 19 33 Prime standard growth prime 34 1997-2022 pcts 2 30 30&/Yamae/1990 4.3/4/3.6/2.1 80%6.58%4.31%2.39%1.98%0.53%0.47%-15%-12%-9%-6%-3%0%3%6%9%2009 1210 20 35 30 20%1 5556-17772 Simplex Financial 387827 2 Cota 2287 9107 Estic 51479 3+1838 5556 17772 4 1160-5397 Z Yahoo 17423 5 1135 4778 Lasertec LCD 10205 6&918 Adastria 4408 9107 7/636 4019 5556 8&633 MonotaRo 3881 5397 9 590 Monogatari 3653 5012 10 Axyz-KFC 521 Nextage 3579 4778 11 Sato Foods&502 Koshidaka OK/2754 Adastria 4408 12 Yoshimura Food 483 COSMOS 2473 4019 13 481 KeePer Technical Laboratory 2394 MonotaRo 3881 14 Pickles 438 Cota 2287 Monogatari/3653 15 434 2283 Nextage 3579 16 426 Kusuri no Aoki 2251 3524 17 403 ZOZO 2187 Rakus Co IT 3414 18 Eat&Holdings 348 Insource Co Ltd 2175 gremz 3302 19 Berg Earth/333 Workman 2143 3219 20 Aohata/331 Murakami Co 2132 Japan Material 3211 1990/01/01 2023/8/4 33 1990 3 90 3%5.6%5-6 22 3%1%JPX 2023 3 1 2023 6 30 30 2010 225 2009 1210 21 36%37 225 38&225 Nikkei to launch“Nikkei Consecutive Dividend Growth Stock Index”and“Nikkei Progressive and High Dividend Stock Index”Nikkei to launch“Nikkei Consecutive Dividend Growth Stock Index”and“Nikkei Progressive and High Dividend Stock Index”2009 1210 22 6 2020 2021-2022 4 2019 2020 2021 4 2020 2020 2022 2022 3 2020 14 2013 2022 2009 1210 23 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 24 A 300 500/6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522
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