饮料巨头加码中国市场，太古可口可乐投资与创新双线出击｜聚焦进博会

华夏时报11-07 19:49

在第九届进博会人头攒动的展馆内，太古集团旗下太古可口可乐的展台以极简的展板语言，直白地亮出了其重资产投资的决心。11月6日走访进博会时，展台前的一组图谱吸引了记者的目光：昆山新厂、郑州新厂等产能矩阵与智能拣配机器人等智造元素交相辉映，勾勒出这家饮料巨头在华深耕的实体版图。　　“我始终相信，下一个中国，仍是中国。相信中国，就要以长期投入回应这里的消费需求、人才创造力和创新活力。”在接受包括《华夏时报...

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Expo","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KO":1.91,"SKO00main":0.6,"TRUO":0.6,"FSTA":0.6,"FTXG":0.6,"BREW":0.6,"SPFE0main":0.6,"02907":1.87,"UGE":0.6,"XLP":0.6,"PBJ":0.6},"content_text":"在第九届进博会人头攒动的展馆内，太古集团旗下太古可口可乐的展台以极简的展板语言，直白地亮出了其重资产投资的决心。11月6日走访进博会时，展台前的一组图谱吸引了记者的目光：昆山新厂、郑州新厂等产能矩阵与智能拣配机器人等智造元素交相辉映，勾勒出这家饮料巨头在华深耕的实体版图。　　“我始终相信，下一个中国，仍是中国。相信中国，就要以长期投入回应这里的消费需求、人才创造力和创新活力。”在接受包括《华夏时报》在内的媒体记者采访时，太古可口可乐大中华区首席执行官金忆的一席话，为这家跨国饮料巨头未来十年的在华走向定下了基调。　　120亿元投资承诺持续兑现　　这是太古可口可乐随太古集团第三次亮相进博会。早在2023年，其便许下未来十年在华投资超120亿元的承诺，如今投资落地节奏持续提速。　　在接受媒体记者群访时，金忆透露，目前太古可口可乐在郑州、昆山、广州新厂已陆续开业，海南新厂也将于明年年底投产，“未来我们会从重点场景、渠道和区域开始，利用消费者反馈、客户增长、运营效率与可持续成果检验战略，持续分享进展，推广有效的做法。”　　进博会期间，太古可口可乐发布面向中国市场的“致胜2035”全新十年战略，以“创新行稳”为核心主张，进一步明确未来十年以系统性创新驱动高质量增长。谈及最新发布的“致胜2035”战略，金忆表示，太古可口可乐将聚焦消费者驱动、以客户为中心、以人为本、扎根社区，把长期机遇转化为具体的业务选择，以创新打开新的增长空间。　　今年5月，太古可口可乐昆山和广州两座新工厂相继投产，合计规划超过20条现代化生产线，年产能预计超过310万吨，可支持20多个品牌、逾百款产品生产。两座工厂投产后，太古可口可乐在中国内地的整体产能提升约10%。随着明年海南项目落成，也将缩短物流半径，覆盖华南更多下沉市场。　　太古可口可乐加快扩产并非个例，巨头扎堆新建工厂，已是饮料行业当下最鲜明的产业图景。2026年5月，元气森林第7座自有工厂落地河南许昌；东鹏饮料日前也宣布郑州生产基地签约落地。　　不过，热闹扩产之下，行业存量竞争的现实愈发清晰。官方数据显示，2026年上半年，国内限额以上单位饮料类零售额同比增长6%，但规模以上饮料企业饮料总产量9027.3万吨，同比小幅下滑0.5%。价格竞争延续、新品迭代加快、部分赛道同质化拥挤，成了所有饮料企业必须直面的考验。　　对于饮料巨头这轮扩产驱动力，凌雁管理咨询首席咨询师、餐饮及食品行业分析师林岳11月7日对《华夏时报》记者分析指出，这本质上是存量博弈下的效率变革，扩产是通过“换产能”作为手段，以“抢份额”为终局思维的战略升级，也就是说换产能为了打造结构性能力。　　林岳对记者表示，当前行业产能利用率仅72%—78%，闲置的是老旧、高成本、低灵活性的标准化产线，而新建产能集中在区域供应链节点和高增长品类的柔性产线上，比如太古昆山与广州两厂均按绿色智能工厂标准建造，目的就是支撑“多个品牌、多产品SKU”的灵活生产，换句话说不是总产能不够，而是“能打硬仗的产能”不够。　　本土化创新加码　　作为可口可乐系统在华主要装瓶商之一，太古可口可乐在进博会上亮出的长期战略，背后有近年稳健经营的业绩支撑。　　2026年8月，太古公司发布的2026年中期业绩显示，上半年旗下太古可口可乐分部营收创新高，达到233.11亿港元，同比增长约8%，经常性应占溢利为9.07亿港元，同比增加5%，太古方面在财报中直言，受惠于消费者需求增强和持续投资于电商等新兴经销渠道，中国内地业绩显著改善。　　在进博会期间接受包括《华夏时报》记者在内的媒体采访时，金忆谈到对中国市场变化速度的感受：“中国是全球变化最快的市场，无论是电商、线下实体还是O2O渠道，迭代速度都领先全球。面对快速变化的环境，很多企业和个人会陷入追逐变化的焦虑，担心错过趋势、落后于人。”但他指出，真正能帮助企业穿越周期的，从来不是对变化的盲目追逐，而是对商业本质的坚守。　　“中国市场是极具创新活力的土壤，在这里做创新，既要适配超大规模的市场需求，也要跟上快速迭代的行业节奏。”金忆指出，今天的中国市场，消费者需求正从单一解渴走向健康补水、能量补充、情绪放松和多元体验，购买渠道也从传统卖场、食杂店，延展到会员店、O2O、闪电仓、兴趣电商、零食集合店和餐饮等触点，“竞争已不只在产品本身，更在场景、体验与综合服务能力。”　　金忆在现场介绍，围绕这一趋势，太古可口可乐已经落地一批贴近本土场景的创新动作，他举例称，煲柠乐与餐饮客户煲珠公联合创新，将本土饮用习惯融入餐饮场景，目前限定两广市场，在社交平台引发热议，国庆期间部分门店卖断货。此外，源于对全球消费者社媒趋势的洞察，雪碧+茶在引入中国后进行本土化调整，强化柠檬风味和佐餐场景，带动雪碧品牌销量增长等等。　　对于这种“小步快跑”的创新打法，在林岳看来，传统的全国性大单品+规模化摊薄成本的模式，前提是需求稳定、试错成本低，但这两个前提在当下的中国饮料市场已经松动。“小步快跑是在用区域和渠道做低成本的消费者投票，等市场跑通了逐步放大，每一个小动作都是在用真实动销数据替代主观判断，试错成本被控制在区域或单一渠道之内，这种模式并不否定规模化，而是把规模化的时点后移、精度提高，更好地控制市场验证环节。”（文章来源：华夏时报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","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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