康师傅上半年净利24亿元：方便面营收增长包装水与果汁承压

澎湃新闻08-12 07:36

康师傅上半年方便面各价格带产品全线增收，但包装水与果汁业务承压。　　8月11日，康师傅控股（00322.HK）发布2026年半年度业绩，营收约405.45亿元，同比增长1.1%；公司股东应占溢利24.33亿元，同比增长7.1%；经调整后公司股东应占溢利24.33亿元，同比增长15.2%。毛利率达35.8%，较去年同期提升1.3个百分点。　　康师傅控股在财报中表示，2026年上半年，国内食品饮料行业...

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href=http://finance.eastmoney.com/a/202608123838409043.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>康师傅上半年方便面各价格带产品全线增收，但包装水与果汁业务承压。　　8月11日，康师傅控股（00322.HK）发布2026年半年度业绩，营收约405.45亿元，同比增长1.1%；公司股东应占溢利24.33亿元，同比增长7.1%；经调整后公司股东应占溢利24.33亿元，同比增长15.2%。毛利率达35.8%，较去年同期提升1.3个百分点。　　康师傅控股在财报中表示，2026年上半年，国内食品饮料行业...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608123838409043.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0197773673.USD","symbol_name":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) 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pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00220":1,"00322":1},"content_text":"康师傅上半年方便面各价格带产品全线增收，但包装水与果汁业务承压。　　8月11日，康师傅控股（00322.HK）发布2026年半年度业绩，营收约405.45亿元，同比增长1.1%；公司股东应占溢利24.33亿元，同比增长7.1%；经调整后公司股东应占溢利24.33亿元，同比增长15.2%。毛利率达35.8%，较去年同期提升1.3个百分点。　　康师傅控股在财报中表示，2026年上半年，国内食品饮料行业进入存量优化、结构提质的发展阶段，各家企业持续加强成本管控，应对原材料价格波动。消费端，消费者愈发看重质价比与性价比，健康消费需求持续释放；渠道端，即时零售、兴趣电商、量贩零食等业态快速扩张，叠加下沉市场增量，全渠道精细化运营已经成为抢占市场的核心竞争力。　　面对复杂多变的市场环境，康师傅控股统筹推进方便面、饮品两大核心业务发展，方便面业务围绕“巩固大单品、抢占主流口味赛道、培育创新产品”布局；饮品业务执行“稳固核心单品、拓展创新产品”策略。　　分产品表现来看，饮品是康师傅控股的第一大收入来源，上半年营收265.41亿元，同比增长0.7%，占集团总营收65.5%。报告期内通过产品结构优化，饮品板块毛利率同比提升0.7个百分点至38.4%。受益于毛利率上行，2026年上半年饮品业务归属于公司股东净利润同比增长10.7%，达14.78亿元。　　不过，饮品细分品类表现不均，“茶”品类是上半年唯一同比增长的品类，营收同比大涨9.1%至116.40亿元。其余品类承压，包装水营收同比下滑4.9%至22.59亿元；果汁营收同比下滑13%至25.72亿元；碳酸饮料及其他营收同比下滑2.8%至100.70亿元。　　方便面是第二大收入板块，上半年实现营收137.33亿元，同比增长2.0%，占集团总营收33.9%；板块毛利同步改善，毛利率同比提升2.5个百分点至30.3%，对应股东应占利润10.03亿元，同比增长5.5%。　　方便面细分价格带产品表现方面，高价袋面营收52.59亿元，同比增长3.3%；中价袋面营收14.10亿元，同比增长2.8%；干脆面等小品类营收同比增长7.8%至2.5亿元；容器面营收同比增长0.6%至68.14亿元。　　除方便面、饮品两大核心主业外，康师傅控股的其他业务上半年营收2.71亿元，同比小幅增长1.0%，仅占集团总营收0.6%，该板块当期录得股东应占亏损0.48亿元，亏损幅度有所扩大。　　展望下半年，康师傅控股在财报中表示，宏观环境仍存在不确定性，行业升级与数字化转型持续深化，将坚持稳健经营的长期主义原则，依托年轻化、数智化组织运营效率，聚焦核心主业，力争全年业绩平稳向好。　　8月6日，另一家以方便面及饮品为主要业务的统一企业中国（00220.HK）披露2026年上半年财报，上半年营收达到173.21亿元，同比增长1.4%，归母净利润14.02亿元，同比增长9%。其中，占据总营收超六成的饮品板块，上半年营收107.51亿元，同比微降0.3%，这是统一近五年来首次在中报出现饮料业务负增长。以方便面为主的食品业务上半年营收56.34亿元，同比上涨4.7%，占总营收32.5%。　　截至8月11日收盘，康师傅控股跌2.31%，报11.440港元/股，总市值644.92亿港元；统一企业中国跌0.13%，报7.9港元/股，总市值341.23亿港元。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 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康师傅上半年净利24亿元：方便面营收增长 包装水与果汁承压

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康师傅上半年净利24亿元：方便面营收增长包装水与果汁承压