Food Processing and Packaging Machinery Morning Post | Paper-based Multi-pack Equipment Cancels Hot Tunnel, First Acquisition after Midera Split......

1. Key dynamics

1, Meurer with paper-based multi-pack instead of shrink film, after the elimination of thermal tunnel energy consumption reduced by 90%.

On October 27, Meurer Verpackungssysteme released two sets of paper-based multi-package solutions: paper sleeves for high-end packaging and low-gram-weight tape solutions for cost-sensitive scenarios. The two solutions eliminate the thermal tunnel required for traditional shrink film, and reduce energy consumption at most while maintaining the original footprint and line speed. 90%. For factories that have already run shrink film production lines, the energy consumption structure of the back-end packaging and the film material supply chain need to be recalched simultaneously, and the transportation, bonding and beat stability of paper-based materials have become the new debugging focus.

⚠️ paper base replacement is not a simple coil replacement. Heat sealing temperature, fixture pressure and online detection parameters need to be re-verified. The modification window should be placed before the next round of production line maintenance.

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2, Midera split after the first acquisition landing, to complement the poultry processing pre-processing links.

Midera Food Processing(Nasdaq: MFP) announced the acquisition of Arkansas Phoenix Innovations on October 23 for an undisclosed amount. The subject's main poultry and protein processing injection, curing, tumbling and thermal processing equipment, annual revenue operating rate of approximately $25 million. This is Midera's first acquisition after the spin-off from Middleby in July, pointing to a shift from stand-alone supply to full-line process packages.

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3, Sidel edible oil filling machine to achieve the accuracy of ± 0.5 grams per kilogram

Sidel released the 2026 weight type edible oil filling machine at Cibus Tec, which opened on October 27, with a filling accuracy of per kilogram of oil ± 0.5g, standard deviation 0.8g. The same equipment can handle 0.5 to 5 liters of PET, glass, cans and HDPE packaging, change without tools, and reduce overfilling by brushless motor and automatic calculation of "oil quantity in flight. For edible oil production lines, accuracy directly corresponds to gross profit and cleaning losses, and equipment selection shifts from peak speed to metering stability and multi-material compatibility.

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2. China Dynamics

1, the third quarter net profit increased by 189.7, operating cash flow turned negative.

Da Yilong (002209) disclosed its third quarter report on October 27, with revenue of 0.538 billion yuan in the third quarter, up 42.5 percent from the same period last year, and net profit attributable to the parent company of 35.83 million yuan, up from the same period last year. 189.7 percent; In the first three quarters, revenue was 1.66 billion yuan and net profit was 0.155 billion yuan. Net operating cash flow for the same period was -69.33 million yuan, and long-term loans increased by 62.37 compared with the end of last year, mainly for fixed asset investment. Orders are synchronized with the expansion of production, and the quality of the return is the key variable that follows.

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2. SINOBAKE investment of 0.5 billion yuan to build Shunde base, extending from the main engine to packaging and palletizing

through its holding subsidiary, Guangdong Shunde Huaxin Technology, the SINOBAKE has obtained about 24000 square meters of industrial land in Beijiao, Shunde, Foshan, with a planned construction area of about 100000 square meters and a total investment of about 0.5 billion yuan the investment in fixed assets is not less than 0.18 billion yuan. The new base produces food production lines and packaging, palletizing and other back-end equipment, and is equipped with a cloud multi-machine interconnection control system, and the delivery scope of the entire line continues to extend downstream.

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3, the new U.S. star in the third quarter income does not increase profits, net profit fell 18.58 percent year-on-year.

Xinmeixing (300509) released its third quarterly report on October 21, with revenue of 0.333 billion yuan in the third quarter, up 15.05 percent from the same period last year, and net profit attributable to its parent company of 31.2958 million yuan, down from the same period last year. 18.58 percent; In the first three quarters, revenue was 1.041 billion yuan, up 19.73 year-on-year, and net profit was 86.5525 million yuan, up 8.8 year-on-year. Revenue has not increased, and the order structure and delivery costs of beverage packaging equipment are squeezing single-quarter profits.

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4. Matvey won the bid for COFCO Dongguan 60000 Tons Special Oil Project Packaging Package

matvey Intelligence disclosed on October 23 that COFCO (Dongguan) Grain and Oil Industry Co., Ltd. won the bid to build a new 60000-ton/year food-specific oil processing and supporting facilities project, with an amount 11.9876 million yuan. The scheme covers the filling and post-packaging of margarine, flake grease and liquid special grease, emphasizing food-grade cleanliness, easy cleaning and production line linkage.

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3. international developments

1. Cibus Tec 2026 Opens: 1,300 Exhibitors, 450 New Technologies

the Cibus Tec 2026 opened in Parma, Italy on October 27 and extends until October 30. Organizer Koeln Parma Exhibitions announced 1,300. Exhibitors and brands come from more than 35 countries, with overseas exhibitors accounting for about 30% and listing 450 new technical products. It is expected to receive 40000 spectators and 3,000 international purchasers, with an estimated number of spectators. The exhibition has a beverage technology hall, and processing, packaging, back automation and cold chain are still the main investment topics.

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2, Krones cut 2026 revenue growth to 1%-2%,2028 target synchronous contraction

Krones issued an interim announcement on October 22, lowering its revenue growth guidance for 2026, excluding exchange rate effects, from 3%-5% 1%-2%. The company's revenue in the first three quarters was about 4.1 billion euros, excluding exchange rate impact of about 4.14 billion euros, up 0.8 percent year-on-year, EBITDA of about 0.453 billion euros, and profit margin of 10.8 percent. The 2028 revenue target was lowered from about 7 billion euros to 6 billion to 6.2 billion euros, citing geopolitics and rising customer costs to suppress equipment demand in the fourth quarter.

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3, EDGE acquisition of Harvest Blade, the sharpening service into the equipment system.

EDGE Industrial Technologies announced on October 27 the acquisition of Harvest Blade of Salinas, California, which provides industrial blade regrinding and supply services to food processing and packaging customers. The deal complements EDGE's service outlets on the West Coast of the United States and its grinding capacity with Red Lion, Pennsylvania, to form a national coverage. For slicing, cutting production lines, blade life with the knife change turnover directly affecting the yield, equipment manufacturers are competing from selling knives to selling availability.

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4. emerging trends

1. Material substitution: paper-based packaging material pushes the transformation pressure to the back equipment

Meurer canceled the hot tunnel with paper sleeve and tape scheme, reducing energy consumption by up to 90%. The EU PPWR's PFAS restriction on food contact packaging came into effect in August. The replacement of packaging materials is no longer just a procurement issue, and the sealing, conveying and online detection parameters must be re-verified.

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2, flexible: change time and material compatibility to replace the peak speed

Sidel has a filling machine covering 0.5 to 5 liters, PET/glass/can/HDPE and tool-free changing. SINOBAKE extend the main machine to the packaging palletizing. The selection indicator is shifting from stand-alone speed to full-line beat balance and specification switching cost.

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3, demand differentiation: orders flow to China, but the profit side of the first pressure

Krones lowered its 2026 growth guidance to 1-2 per cent, with third-quarter revenue up 42.5 per cent and net profit down 18.58 per cent for the same period. Equipment demand is concentrated in China and emerging markets, and price competition and delivery costs are squeezing quarterly profits.

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4, M & A focus: from the whole machine to the process link and service network.

Midera acquired Phoenix filling injection, pickling, rolling and thermal processing, and EDGE acquired Harvest Blade grinding services. The integration target shifts from the whole plant to the process and service nodes that determine yield and downtime.

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