统一这半年：茶饮料卖出50亿，代工飚增159.6%，凭什么！？

食品板2025-08-07

文 | 陆方来源｜食品板（ID：tyjspb)8月6日，统一企业中国发布2025年半年报。公告显示，上半年收入约为170.87亿元，同比上升10.6%；净利润约为12.87亿元，同比上升33.2%。其中，食品业务营收53.82亿元，同比增长8.8%；饮品业务营收约为107.88亿元，同比上升7.6%。茶饮料约50.68亿元，同比上升9.1%；果汁约为18.21亿元，同比上升1.7%；奶茶约为...

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Why!?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00220":0.9,"UPCHY":0.9,"000807":0.9},"content_text":"文 | 陆方来源｜食品板（ID：tyjspb)8月6日，统一企业中国发布2025年半年报。公告显示，上半年收入约为170.87亿元，同比上升10.6%；净利润约为12.87亿元，同比上升33.2%。其中，食品业务营收53.82亿元，同比增长8.8%；饮品业务营收约为107.88亿元，同比上升7.6%。茶饮料约50.68亿元，同比上升9.1%；果汁约为18.21亿元，同比上升1.7%；奶茶约为33.98亿元，同比上升3.5%。整体来看，统一各大板块均实现了稳健增长。不过，统一在上半年最值得关注的，莫过于这两大业务。半年卖出50亿，茶饮两大单品增势亮眼今年上半年，统一茶饮料业务营收50.68亿元，同比上升9.1%。这一业务不仅占据着饮品板块的半壁江山，同比也成为增幅最大的细分类别。从品牌来看，上半年统一绿茶（无糖茶）、双萃柠檬茶均实现双位数以上增长。其中，统一绿茶布局了低糖及无糖双产品线。今年3月，推出春拂焙茶，与春拂绿茶组成一浓一淡组合。此外，双萃柠檬茶在华南地区表现也十分亮眼。从推新来看，今年上半年，统一茶饮板块推出春拂焙茶、小茗同学桃桃芭乐乌龙茶、可乐冰红茶等新品，为消费者带来更多选择，也为业绩增长注入新动力。代工业务爆发，同比飙增159.5%值得一提的是，今年上半年统一企业策略联盟代工业务表现极为亮眼，营收6.71亿元，同比飙增159.5%，主要客户涵盖山姆、胖东来等零售渠道自有品牌。例如，统一在山姆会员商店渠道先后上线“统一”金汤酸菜牛肉面、“雅哈”紫苏桃风味美式咖啡、“神采焕发”坚果乳植物蛋白饮料等产品，通过与山姆这样的优质渠道合作，不仅拓展了业务版图，还能借助山姆的大数据及市场反馈，更好地了解消费者需求，优化自身产品。纵观整个食品饮料行业，通过与山姆合作实现业绩增长的企业不在少数。有友食品堪称典型代表，自2024年7月在山姆上架“有友脱骨鸭掌(山椒味)” 后，该产品销售成绩斐然，凭借超20万件的月销量荣登山姆夏日开胃榜榜首。这款售价69.9元/袋的商品，单月销售额至少达1398万元。这一合作使其成功实现业绩逆袭。这两年，统一、有友，甚至康师傅等都开始打破渠道限制，聚焦于当下大热的山姆渠道，推新或为自有品牌代工，而这也成为品牌商们业绩新的增长点。点击“阅读原文”，立即购买↓↓↓","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2557579835","isCrawlerRequest":true}