2025年上半年，经济呈现稳中有进态势，居民消费意愿持续回暖向好。消费者行为展现出多元化、理性 化与乐观化的鲜明特征，同时更加重视健康、安全与性价比成为核心关注点。集团方便面事业始终以满 足大众需求为使命，坚守品质根基，持续强化产品力，并通过不断创新迭代，积极顺应消费者个性化、 多样化需求。在为消费者创造独特价值的同时，致力于打造完美的消费体验。 统一企业中国(00220)发布2025年中期业绩，该集团取得收益人民币170.87亿元(单位下同)，同比增加 10.6%;公司权益持有人应占溢利12.87亿元，同比增加33.24%;每股基本盈利29.79分。 公告称，2025年上半年食品业务收益取得53.82亿元，较去年同期增长8.8%。集团以满足消费者需求为 宗旨，在产品力上精益求精，同时不断创新迭代，顺应消费者个性化、多样化需求，为消费者营造完美 的消费体验;致力于将产品渗透到不同消费场景，满足消费者多元化的享用需求，依托高品质差异化产 品打通更多市场渠道和消费圈层;坚持价值营销，提升品牌美誉度和忠诚度，积累品牌资产。 ...

统一企业中国8月6日公告，2025年上半年收益170.87亿元，同比增长10.6%。食品业务收益53.82亿元， 同比增长8.8%；饮料业务收益107.88亿元，同比增长7.6%。毛利额58.65亿元，同比增长12.2%。销售及 市场推广开支37.73亿元，同比增长约1.81亿元。行政开支5.59亿元，略有增加。经营溢利16.49亿元，同 比增长33.7%。本公司权益持有人应占溢利12.87亿元，同比增长33.2%。 ...

公告称，2025年上半年食品业务收益取得53.82亿元，较去年同期增长8.8%。集团以满足消费者需求为 宗旨，在产品力上精益求精，同时不断创新迭代，顺应消费者个性化、多样化需求，为消费者营造完美 的消费体验;致力于将产品渗透到不同消费场景，满足消费者多元化的享用需求，依托高品质差异化产 品打通更多市场渠道和消费圈层;坚持价值营销，提升品牌美誉度和忠诚度，积累品牌资产。 统一企业中国(00220)发布2025年中期业绩，该集团取得收益人民币170.87亿元(单位下同)，同比增加 10.6%;公司权益持有人应占溢利12.87亿元，同比增加33.24%;每股基本盈利29.79分。 2025年上半年，经济呈现稳中有进态势，居民消费意愿持续回暖向好。消费者行为展现出多元化、理性 化与乐观化的鲜明特征，同时更加重视健康、安全与性价比成为核心关注点。集团方便面事业始终以满 足大众需求为使命，坚守品质根基，持续强化产品力，并通过不断创新迭代，积极顺应消费者个性化、 多样化需求。在为消费者创造独特价值的同时，致力于打造完美的消费体验。 ...

格隆汇8月6日丨统一企业中国(00220.HK)公布2025年中期业绩，2025年上半年，收益为人民币170.866 亿元，上升10.6%；集团毛利率为34.3%，上升0.5个百分点；未计利息、税项、折旧及摊销前盈利为人 民币23.297亿元，上升23.0%；公司权益持有人期间应占溢利为人民币12.867亿元，上升33.2%。 于回顾期内，集团录得收益人民币170.866亿元，较同期上升10.6%，食品业务收益人民币53.822亿元较 去年同期上升8.8%，占集团总收益31.5%，饮料业务收益人民币107.881亿元较去年同期上升7.6%，占集 团总收益63.1%。集团毛利额由去年同期人民币52.280亿元，增加至人民币58.648亿元，上升12.2%，毛 利率由去年同期的33.8%轻微上升0.5个百分点至34.3%，主要是销量增长带来产能提升及部分原物料价 格回落影响所致。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 （於開曼群島註冊成立之有限公司） （股份代號：220） 2025年中期業績公告 統一企業中國控股有限公司（「本公司」）董事（「董事」）會（「董事會」）欣然提呈本公司及其附屬公 司（合稱「本集團」或「我們」）截至2025年6月30日止6個月（「回顧期」）未經審核中期簡明綜合財務資 料。該中期簡明綜合財務資料未經審核，但已由董事會之審核委員會（「審核委員會」）及本公司獨 立核數師羅兵咸永道會計師事務所按照香港會計師公會頒布之香港審閱準則第2410號「由實體的 獨立核數師執行中期財務資料審閱」進行審閱。 1 • 收益為人民幣17,086.6百萬元，上升10.6% • 本集團毛利率為34.3%，上升0.5個百分點 • 未計利息、稅項、折舊及攤銷前盈利為人民幣2,329.7百萬元，上升23.0% • 本公司權益持有人期間應佔溢利為人民幣1,286.7百萬元，上升33.2% 經濟環境分析 2025年上半年中華人民共 ...

消息面上，统一企业中国今日将举行董事会会议，以（其中包括）批准公司及其附属公司截至2025年6 月30日止六个月的中期业绩公布。中金此前研报指出，预计公司今年上半年收入同比增加8.5%，净利 润同比增加25%至12 亿元，符合市场预期。该行认为，二季度公司饮料业务因逐渐步入旺季市场竞争 激烈，预计饮料收入增速放缓，分品类看该行预计冰红茶主要承压，主要受竞争对手均开始布局冰红茶 类似含糖茶品类致竞争加剧影响，而统一绿茶、奶茶延续健康增长趋势，预计整体上半年饮料业务收入 同比实现中高个位数增长。 本文源自智通财经网 统一企业中国(00220)跌超4%，截至发稿，跌4.21%，报9.11港元，成交额4454.84万港元。 ...

Group 1 - The stock of Uni-President China (00220) has dropped over 4%, currently down 4.21% at HKD 9.11, with a trading volume of HKD 44.5484 million [1] - The company will hold a board meeting today to approve the interim results for the six months ending June 30, 2025 [1] - According to a previous report by CICC, the company is expected to see an 8.5% year-on-year increase in revenue for the first half of this year, with net profit projected to rise by 25% to HKD 1.2 billion, aligning with market expectations [1] Group 2 - The beverage business is anticipated to face intensified competition as it enters the peak season in the second quarter, leading to a slowdown in revenue growth [1] - Specifically, the iced tea segment is expected to be under pressure due to competitors entering the similar sugary tea category, increasing competition [1] - In contrast, the company's green tea and milk tea segments are expected to continue their healthy growth trend, with overall beverage revenue projected to achieve mid-to-high single-digit growth year-on-year for the first half [1]

Financial Performance - The company's revenue increased by 10.6% year-over-year, reaching RMB 17,087 million in 1H25, compared to RMB 15,449 million in 1H24[8] - Gross profit increased by 12.2% year-over-year, amounting to RMB 5,865 million in 1H25, up from RMB 5,228 million in 1H24[8] - Operating profit saw a significant increase of 33.7% year-over-year, reaching RMB 1,649 million in 1H25, compared to RMB 1,233 million in 1H24[8] - Net profit increased by 33.2% year-over-year, reaching RMB 1,287 million in 1H25, compared to RMB 966 million in 1H24[8] - Earnings per share (EPS) increased by 33.2% year-over-year, reaching RMB 29.79 cents in 1H25, compared to RMB 22.36 cents in 1H24[8] Segment Performance - Beverages revenue increased from RMB 9,258 million in 1H24 to RMB 10,024 million in 1H25[10] - Food revenue increased from RMB 4,947 million in 1H24 to RMB 5,382 million in 1H25[10] - Others revenue increased from RMB 478 million in 1H24 to RMB 916 million in 1H25[10] - Strategic Alliance OEM within "Others Revenue" experienced a growth rate of 159.5% in 1H25[15] Balance Sheet Highlights - Cash and cash equivalents increased to RMB 10,673 million, representing 46% of total assets, compared to RMB 9,175 million, representing 42% of total assets in the previous year[21] - Total assets increased to RMB 23,120 million from RMB 21,649 million[21]

Core Insights - The convenience food market is experiencing a stable structure but facing growth pressure, with instant noodles maintaining a dominant market share of nearly 50% in Q2 2025, showing a year-on-year increase of 0.68% [4][5][6] - The overall market share of key categories such as instant noodles, regular ham sausages, and low-temperature sausages exceeds 86%, indicating a concentration of market power among leading products [5][6] - Price indices for convenience foods have shown a steady upward trend, with the overall price index surpassing 100 in late 2024, indicating a shift towards price growth and product upgrades [8][10] Convenience Food Category Overview - The convenience food category includes various subcategories such as instant noodles, canned foods, and pre-prepared meals, totaling 19 subcategories [2] - Instant noodles remain the most significant category, while low-temperature sausages and regular ham sausages are also growing but at a slower pace [4][5] Market Share and Sales Analysis - In Q2 2025, instant noodles accounted for 46.74% of the market share, with a sales decline of 8.85%, indicating pricing or sales pressure despite share growth [5][6] - Regular ham sausages and low-temperature sausages also saw slight increases in market share but experienced sales declines of around 9% [5][6] - The overall trend indicates that while leading categories are gaining market share, they are simultaneously facing significant sales challenges [5][6] Price Index Trends - The price index for convenience foods has shown a consistent increase, with the index reaching a peak of 100.65 in June 2025, reflecting ongoing price growth and product upgrades [8][10] - Instant noodles have maintained a price index above the baseline, indicating strong pricing power in this category [10] New Product Launches - The number of new SKUs in the convenience food category has varied significantly, with instant noodles showing the highest activity in new product launches [12] - Regular ham sausages and low-temperature sausages have seen stable new product introductions, while other categories like instant porridge and spicy noodles have had fewer new launches [12] Key Category Performance - The CR5 market share for instant noodles is 83.03%, indicating a high concentration of market power among leading brands [14] - In the regular ham sausage category, the CR5 market share is 93.19%, with Double Happiness holding over 60% of the market [23] - Low-temperature sausages have a CR5 market share of 72.29%, with Double Happiness and Jinluo as the leading brands [31] SKU Performance - In the instant noodle category, top-performing SKUs include products from White Elephant and Unification, reflecting strong brand positioning [19][21] - For regular ham sausages, Double Happiness dominates the market with multiple products in the top rankings [26][29] - In the low-temperature sausage category, Double Happiness also leads with a diverse product range [38][39] Conclusion - The convenience food market is characterized by a stable structure with leading categories gaining market share but facing sales pressures. The price index trends indicate a shift towards higher pricing, and new product launches remain concentrated in the instant noodle segment, reflecting ongoing competition and consumer demand dynamics [4][5][6][8][10][12]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential volatility in these companies' stock prices [1][2]. Short Selling Ratios - The top three stocks with the highest short-selling ratios are Li Ning-R (82331), Great Wall Motors-R (82333), and JD Health-R (86618), all at 100.00% [1][2]. - Other notable stocks with high short-selling ratios include Meituan-W (03690) at 95.59% and Baidu Group-SW (89888) at 91.59% [2]. Short Selling Amounts - The highest short-selling amounts are led by Tencent Holdings (00700) at 2.083 billion, followed by Meituan-W (03690) at 1.741 billion and Xiaomi Group-W (01810) at 1.477 billion [1][2]. - Other significant short-selling amounts include Alibaba-SW (09988) at 1.226 billion and Kuaishou-W (01024) at 814 million [2]. Deviation Values - The stocks with the highest deviation values, indicating a significant difference from their average short-selling ratios over the past 30 days, are Vanke Enterprises (02202) at 41.70%, Uni-President China (00220) at 40.05%, and JD Health-R (86618) at 39.76% [1][2]. - Other notable deviation values include Geely Automobile-R (80175) at 38.52% and Meituan-W (03690) at 36.65% [2].