康师傅冰红茶也盯上能量饮料的生意了？ 2026年1月29日，康师傅在抖音平台上线了一款名为"冰红茶ENERGY"的新品。根据抖音商城商品详情页显示，截至2026年2月5日，该产品累计销量达到 2.2万箱。同时，抖音"康师傅能量冰红茶"话题下视频累计播放量达到344.1万次。 图片来源：康师傅 图片来源：抖音 冰红茶ENERGY在经典冰红茶的基础上，加入了功能性配料。 从网友分享的配料表可以看到，冰红茶ENERGY除了保留速溶红茶粉等经典冰红茶的成分外，还添加了枸杞、黄精等5种"药食同源"食材。 图片来源：抖音商城 近些年，上述5种食材常用于"养生水"、能量饮料等饮料品类。例如元气森林好自在的"红枣枸杞水"，以红枣和枸杞为主要原料，今麦郎天豹、元气森林 大魔王等能量饮料，则在产品中添加了人参。 此外，冰红茶ENERGY包装上的配料信息显示，该产品每升咖啡因含量超200毫克，"含量5倍于茶饮料国家标准"。 图片来源：抖音商城 在冰红茶ENERGY的宣传海报上，康师傅也打出了"困了累了，更要喝点好的""你的能量饮料该升级了"等标语。 加了黄精、人参的冰红茶，一周卖了2.2万箱 康师傅对经典冰红茶的改造，又一次引发关 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 康師傅控股有限公司 呈交日期: 2026年2月4日 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00322 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 7,000,000,000 | USD | | 0.005 USD | | 35,000,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 7,000,000,000 | USD | | 0.005 USD | | 35,000,000 | 本月底法定/註冊股本總額： USD 35,000,000 FF301 第 ...

Group 1: Canned Food Industry - The State Administration for Market Regulation has released draft recommendations for national standards for canned food to enhance industry standards and applicability [3] - The canned food industry in China is diverse but lacks innovation, particularly in attracting younger consumers, with Fujian province accounting for 36% of national production [3][4] - The industry is upgrading through the development of self-heating foods, high-end products like bird's nest canned food, and customized dining products [3][4] Group 2: New Beverage Trends - The sugar water shop has become a new franchise trend, with brands like Mai Ji Milk and Zhao Ji Chuan Cheng rapidly expanding, but facing challenges such as high costs and low-frequency consumption [5] - The Chinese herbal health water market is experiencing a sales surge due to hot weather, with products like red bean and coix seed water gaining popularity, potentially exceeding a market size of 10 billion yuan [6] - The beverage market is accelerating its health trend, with low-sugar and no-sugar products becoming standard, while traditional giants face declining sales [7] Group 3: Functional and Innovative Products - Vitamin drinks are gaining popularity among young consumers for their health benefits, with sales of Nongfu Spring's water-soluble C100 increasing by 34% year-on-year [9] - The rise of banana-flavored drinks from major brands reflects a growing market potential, leveraging high national recognition and health trends [10] - The global nutrition and health industry is set for a peak in raw material innovation and technological iteration by 2025, with a focus on standardized and stable ingredients [11] Group 4: Market Dynamics and Brand Strategies - The "medicinal food" trend is becoming a significant market, with a projected scale of 370 billion yuan, driven by policy support and technological advancements [12] - The rise of Chinese herbal health water reflects a shift in consumer behavior towards health-conscious products, but the industry faces challenges like exaggerated claims and quality control [14] - The dairy industry is shifting focus from consumer markets to B2B markets, driven by the growth of new consumption formats like tea and coffee [15] Group 5: Brand Developments and Challenges - The beverage brand Commune is preparing for an IPO, aiming to expand its presence while facing challenges like declining same-store sales and rising costs [24] - The acquisition of the beverage brand Dayao by KKR marks a shift towards capitalizing on efficiency over emotional branding, as the brand faces challenges in national expansion [25] - Dongpeng's coffee brand has achieved a market share of 14%, positioning itself among the top three in the ready-to-drink coffee market through a focus on quality and targeted marketing [26]

康 師 傅 控 股 有 限 公 司 * （在開曼群島註冊成立之有限公司） （股份編號：0322） 海外監管公告 本公告是由康師傅控股有限公司 (「本公司」) 根據香港聯交所有限公司證券上市規則第 13.10B條而作出。 以下附件是本公司依臺灣證券交易所股份有限公司規定於2026年2月2日在臺灣證券交易 所股份有限公司刊發的公告。 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，概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致之任何損失承擔任何責任。 TINGYI (CAYMAN ISLANDS) HOLDINGCORP. 承董事會命 康師傅控股有限公司 公司秘書 葉沛森 香港，2026年2月2日 於本公告日期，本公司之執行董事為魏宏名先生、井田純一郎先生、魏宏丞先生、筱 原幸治先生、高橋勇幸先生及曾倩女士；本公司之獨立非執行董事為徐信群先生、栃尾雅也 先生及文暮良先生。 網址: http://www.masterkong.com.cnhttp:/ /www.irasia.com/listco/hk/tingyi *僅供識別 ...

Investment Rating - The report provides various investment ratings for companies in the consumer staples sector, with several companies rated as "Outperform" and one as "Neutral" [1]. Core Insights - The report indicates that price hikes in the consumer staples sector are weaker than expected, while costs remain low [1]. - The monitored spot cost indices for six consumer goods categories have declined, while futures cost indices have primarily increased [34]. Summary by Category Beer - The spot cost index decreased by 1.87% month-on-month, while the futures index increased by 3.15%. Year-to-date, the spot index has changed by -0.6% and the futures index by +1.81% [35]. - Glass prices have shown a month-on-month decrease of 1.2% for spot prices and an increase of 3.4% for futures prices [35]. Condiments - The spot cost index decreased by 1.37% month-on-month, while the futures index increased by 3.03%. Year-to-date changes are -0.42% for spot and +2.23% for futures [36]. - Soybean prices have decreased by 2.4% month-on-month for spot prices, while futures prices increased by 6.7% [36]. Dairy Products - The spot cost index decreased by 1.93% month-on-month, while the futures index increased by 1.58%. Year-to-date changes are -0.43% for spot and +1.68% for futures [37]. - Fresh milk prices rose to 3.04 yuan/kg, with corn prices increasing by 0.4% month-on-month [37]. Instant Noodles - The spot cost index decreased by 0.51% month-on-month, while the futures index increased by 3.31%. Year-to-date changes are +0.79% for spot and +3.46% for futures [38]. - Palm oil prices increased by 9.6% month-on-month for spot prices [38]. Frozen Food - The spot cost index decreased by 1.74% month-on-month, while the futures index decreased by 0.61%. Year-to-date changes are -1.44% for spot and -0.14% for futures [39]. - Vegetable prices fell by 1.8% month-on-month [39]. Soft Drinks - The spot cost index decreased by 3.71% month-on-month, while the futures index remained unchanged. Year-to-date changes are -1.12% for spot and -0.19% for futures [40]. - PET chip prices increased by 5.4% month-on-month [40].

商报讯(记者郑炜)2026年钱塘消费首展，从年货开始。正在下沙文化中心广场火热举办的钱塘新春年货 展暨内外贸优品展，汇聚了科技潮品、本土精品、跨境优品等多种优质商品。这场可逛、可玩、可吃、 可买的年味大集，正式按下了钱塘新春消费季的"启动键"。展会持续至2月8日，以亲民形式呈现，让每 位市民都能收获满载而归的体验。 本次年货展还以国际化消费为突破点，联动金砖中心等资源，探索开设"金砖好物"专属消费通道。俄罗 斯伏特加、埃塞俄比亚咖啡豆等金砖国家商品纷纷亮相，满足市民多样化、国际化的采购需求。同时， 展会引入了钱塘对口协作地区的特色风物，如江山干货、千岛湖生态特产等，让市民的"菜篮子"里多了 一份助力共富的暖心选择。此外，写春联、非遗拓印、拍全家福、猜灯谜等传统民俗与现代体验活动也 出现在现场，为消费者的年货购物增添别样趣味。 作为全市首个制定"大力提振消费三年行动计划"的区域，2025年钱塘以消费提振为抓手，通过汽车消费 节、商圈主题活动等多元举措，推动消费市场暖意融融。全年实现社会消费品零售总额505亿元，同比 增长13.1%，增速领跑全省，创下历史突破。 钱塘的年货清单里自然少不了本土名品。现场，吉利、福 ...

至于同业统一企业中国(00220)，高盛将2025至2027年收入预测下调1%至4%，以反映饮料业务或受到市 场竞争加剧的影响，盈利预测则下调5%至10%;在即食面及OEM业务支持下，目前估计统一今年销售额 可增长约3.5%，盈利料增长1%，相应地目标价从9港元下调至8.2港元，维持"中性"评级。 高盛发布研报称，看好康师傅(00322)较专注于发展即食面业务，今年市场份额及经营效率有望提升， 预期该公司今年经营前景向好，将2025至2027年盈利预测上调5%至8%，预测即食面业务经营利润率将 受惠于成本压力缓和、产品提价及费用节省而有所扩张，将目标价从12.7港元升至13.7港元，重申"买 入"评级。 ...

Group 1 - Goldman Sachs is optimistic about Master Kong (00322) focusing on instant noodle business, expecting market share and operational efficiency to improve this year [1] - The company has raised its profit forecast for 2025 to 2027 by 5% to 8%, anticipating an expansion in operating profit margin due to easing cost pressures, product price increases, and cost savings [1] - The target price for Master Kong has been increased from HKD 12.7 to HKD 13.7, maintaining a "Buy" rating [1] Group 2 - For its peer, Uni-President China (00220), Goldman Sachs has lowered revenue forecasts for 2025 to 2027 by 1% to 4% due to increased market competition affecting the beverage business [1] - Profit forecasts for Uni-President have been reduced by 5% to 10%, with an estimated sales growth of approximately 3.5% this year and a profit growth of 1% supported by instant noodles and OEM business [1] - The target price for Uni-President has been decreased from HKD 9 to HKD 8.2, maintaining a "Neutral" rating [1]

高盛发表研报指，看好康师傅较专注于发展即食面业务，今年市场份额及经营效率有望提升，预测即食 面业务经营利润率将受惠于成本压力缓和、产品提价及费用节省而有所扩张，将2025至2027年盈利预测 上调5%至8%，将目标价从12.7港元上调至13.7港元，重申"买入"评级。 ...

在闵行区上海万象城商圈，仅一平方米的"暖心面馆"正式揭牌，成为"虹色聚能 益企暖新"暨新兴领域 群体友好聚力活动的核心焦点。这处小巧却温暖的公益空间，标志着康师傅"1m²暖心面馆"项目首次嵌 入"虹色同心圆"党建品牌，以政企联动的创新模式为新兴领域群体送上温情。 到 康 师傅上海地区董事长苏立荣致辞 伴随城市"夜间经济"的蓬勃发展，深夜奔忙于街头的外卖骑手、快递员等新户外劳动者日益庞大。据 悉，康师傅于2025年9月启动的"1㎡暖心面馆"公益项目正是基于此诞生。该项目多以短期快闪形式呈 现，旨在为都市晚归人提供一个短暂歇脚、享用一碗热汤面的暖心角落，并凭借其精准的群体关怀与独 特的公益体验，收获了广泛好评与热烈反响。目前，已累计为9座城市数万名劳动者递上热乎的老母鸡 汤面，触达线下超154w人群。 政企协同共建爱心公益项目 此次活动由万象商圈议事会牵头发动、虹桥镇综合党委协同推进，统筹包括康师傅在内的一众成员单位 资源，将多方共建的暖意精准送达新就业群体心间。 康师傅上海地区董事长苏立荣在致辞中表示："作为始终扎根民生需求的企业，康师傅始终心怀责任。 我们以老母鸡汤面'热汤、暖食'的特质为核心，搭配1㎡的温馨 ...