消息面上，康师傅控股发布截至2025年6月30日止六个月业绩，收益400.92亿元(人民币，下同)，同比下 降2.7%；股东应占溢利22.71亿元，同比增长20.5%；每股基本溢利40.3分。公告指出，上半年方便面事 业收益为134.65亿元，受市场承压与产品结构调整关系，同比衰退2.5%，占集团总收益33.6%。期内因 产品升级调价，使方便面毛利率按年提高0.7个百分点至27.8%。由于毛利率同比提高带动，令方便面事 业上半年的公司股东应占溢利同比提高11.9%至9.51亿元。另外，上半年饮品事业整体收益263.59亿 元，同比跌2.6%，占集团总收益65.7%。 康师傅控股(00322)绩后跌超4%，截至发稿，跌4.3%，报10.91港元，成交额7232万港元。 ...

每经AI快讯，8月12日，港股康师傅控股股价跌幅扩大至5%，报10.74港元，换手率0.05%，总成交额 2903.46万港元，总市值605.36亿港元。今年以来该股累计上涨12.36%。 （文章来源：每日经济新闻） ...

2025年上半年饮品事业整体营收为263.59亿元，同比衰退2.6%，占集团总营收65.7%。期内透过原材料 有利与管理效能提升，使饮品毛利率同比提高2.5个百分点至37.7%。由于毛利率同比提高，令饮品事业 2025年上半年公司股东应占溢利同比提高19.7%至13.35亿元。（每经综合，德塔） 【#上半年康师傅方便面和饮品营收均下滑#】8月11日，康师傅控股发布中期业绩，截至2025年6月30日 止六个月实现营收400.92亿元，同比降2.7%；股东应占溢利22.71亿元，比上年增长20.5%；毛利率同比 提高1.9个百分点至34.5%。 分产品看，2025年上半年方便面事业营收为134.65亿元，受市场承压与产品结构调整关系，同比衰退 2.5%，占集团总营收33.6%。期内因产品升级调价，使方便面毛利率同比提高0.7个百分点至27.8%。由 于毛利率同比提高带动，令方便面事业2025年上半年的公司股东应占溢利同比提高11.9%至9.51亿元。 ...

每经记者｜舒冬妮 每经编辑｜文多 ｜2025年8月12日 星期二｜ NO.1 泡泡玛特泰国新店陷"撞脸"名创优品？双方回应来了 8月11日，"泡泡玛特泰国店被指撞脸名创优品"话题登上热搜。日前，泡泡玛特在曼谷"ICONSIAM"购 物中心新开的全球最大品牌旗舰店正式营业。但有网友称，该门店与名创优品位于上海南京东路 的"MINISOLAND"店相似，涉嫌抄袭。针对此事，《21世纪经济报道》记者以消费者身份分别致电泡 泡玛特与名创优品。泡泡玛特接线客服表示，已有相关部门在处理，后续建议关注官方渠道获取事件进 展。名创优品接线工作人员则称，相关问题已登记反馈，如果情况属实，公司肯定会跟进处理。 点评：事件本质是"多巴胺美学"趋同下的品牌视觉碰撞，争议已触发社交媒体情绪，若官方处理失当， 或压制股价势头。若借机强化IP叙事并推出差异化体验，反而有望延续涨势。 NO.2 宜家入驻京东 瑞典家具零售商宜家在电商平台京东的旗舰店已正式开业，公司希望借此拓展在中国第三方线上购物平 台的业务，以低价产品吸引新客户。旗舰店将销售超6500 款产品，配送由京东物流承接。继2020年3月 在阿里巴巴的天猫商城开店后，京东是宜家入驻 ...

Major Events - Tianyue Advanced (02631) plans to globally offer 47.7457 million H-shares from August 11 to August 14 [1] - Hengrui Medicine (01276) has its injection drugs listed in the proposed breakthrough treatment varieties public notice [1] - Shoucheng Holdings (00697) invests in Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT [1] - Boyaa Interactive (00434) is included in the MSCI Global Small Cap Index [1] Financial Performance - Yum China (09987) reports a net profit of $507 million, an increase of 1.6% year-on-year [1] - Master Kong Holdings (00322) announces a profit attributable to shareholders of 2.271 billion yuan, up 20.5% year-on-year [1] - Q Tech (01478) reports a profit of 308 million yuan, a significant increase of 167.59% year-on-year [1] - Hang Wan Technology (01523) announces a net profit of approximately $21.665 million, up about 13.4% year-on-year, with a dividend of 12.34 HK cents per share [1] - Ruipu Lanjun (00666) reports a gross profit of approximately 829 million yuan, a year-on-year growth of 177.8% [1] - Kingdee International (00268) sees a revenue increase of 11.24% to 3.192 billion yuan, with strong growth in cloud business [1] - Yuyuan Group (00551) reports a profit attributable to shareholders of $171 million, a decrease of 7.2% year-on-year [1] - Boyaa Interactive (00434) reports a profit attributable to shareholders of 226 million HKD, down 27.8% year-on-year [1] - Chongqing Machinery and Electric (02722) expects a net profit attributable to shareholders to increase by about 50% year-on-year [1] - Anton Oilfield Services (03337) anticipates a significant profit increase of 41.6% to 60.5% year-on-year [1] - Sany International (00631) expects a net profit of approximately 1.234 billion to 1.332 billion yuan, an increase of 25% to 35% year-on-year [1] - Datang Renewable (01798) reports a cumulative power generation of approximately 21.3563 million MWh in the first seven months, an increase of 11.75% year-on-year [1] - China Jinmao (00817) reports a cumulative contracted sales amount of 61.807 billion yuan in the first seven months, up 23.12% year-on-year [1] - New Town Development (01030) reports a cumulative contract sales amount of approximately 11.99 billion yuan in the first seven months, down 55.66% year-on-year [1] - Dongfeng Motor Group (00489) reports automobile sales of approximately 978,500 units in the first seven months, a decrease of about 8.9% year-on-year [1] - Hopson Development Holdings (00754) reports a total contracted sales amount of approximately 9.047 billion yuan in the first seven months, down 12.49% year-on-year [1] - Yuyuan Group (00551) reports a net operating income of approximately $667.5 million in July, a year-on-year decrease of 1.9% [1]

北京商报讯（记者 孔文燮）8月11日，康师傅控股披露上半年业绩。上半年该集团实现收益约为400.92 亿元，同比下降2.7%；实现股东应占溢利约为22.71亿元，同比增长20.5%。毛利为138.15亿元，同比增 长2.8%。毛利率为34.5%，同比增长1.9个百分点。其中，饮品业务实现收益约为263.59亿元，占集团总 收益65.7%。 ...

（企业公告） 8月11日，康师傅控股发布公告称，截至2025年6月30日止六个月，集团收益400.92亿元，同比减少 2.7%；受毛利率同比提高带动，公司股东应占溢利22.71亿元，同比提升20.5%。 公告指出，2025年上半年，集团方便面收益同比衰退2.5%，饮品收益同比衰退2.6%。期內毛利率同比 提高1.9个百分点至34.5%。分销成本占收益的比率同比上升0.6个百分点至22.8%。EBITDA同比增长 13.0%至54.51亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月11日，康师傅控股(00322.HK)在港交所发布中期业绩报告，期内收入400.92亿元，同 比下降2.7%；净利润22.71亿元，同比增长20.5%。 ...

Core Viewpoint - Master Kong Holdings (00322) reported a revenue of 40.092 billion RMB for the six months ending June 30, 2025, representing a year-on-year decline of 2.7% while net profit attributable to shareholders increased by 20.5% to 2.271 billion RMB, with basic earnings per share at 0.403 RMB [1] Financial Performance - Revenue for the reporting period was 40.092 billion RMB, down 2.7% year-on-year [1] - Net profit attributable to shareholders reached 2.271 billion RMB, up 20.5% compared to the previous year [1] - Basic earnings per share were reported at 0.403 RMB [1] - Gross margin improved by 1.9 percentage points to 34.5% due to optimized cost structure and enhanced operational efficiency [1] Strategic Initiatives - The company is implementing a high-quality development strategy focused on "consolidation, innovation, and development" [1] - Continuous refinement of key products and enhancement of product capabilities are being prioritized [1] - The company is expanding its innovation in product development and emerging channel exploration, including the launch of zero-oil fried noodles and sugar-free health drinks [1] Marketing and Brand Development - The company is enhancing channel effectiveness and consolidating its leading position in core businesses and sectors [1] - Multi-dimensional marketing strategies, such as campus activities and influencer live streaming, are being employed to effectively reach target consumers, particularly among younger demographics [1] - The brand's visibility and influence have significantly increased within the young consumer group [1]

Core Viewpoint - The company reported a revenue of 40.092 billion RMB for the six months ending June 30, 2025, representing a year-on-year decline of 2.7%, while the profit attributable to shareholders increased by 20.5% to 2.271 billion RMB, with basic earnings per share at 0.403 RMB [1] Group 1 - The company is implementing a high-quality development strategy focused on "consolidation, innovation, and development" [1] - The gross profit margin increased by 1.9 percentage points to 34.5% due to optimized cost structure and improved operational efficiency [1] - The company is enhancing its core business and competitive advantages by refining major products and upgrading product capabilities [1] Group 2 - The company is accelerating the research and development of innovative products and expanding into emerging channels, including the launch of zero-oil fried noodles and sugar-free health drinks [1] - The company is dynamically adjusting its investment in outdoor refrigeration and expanding its marketing strategies through campus activities and influencer live streaming to reach target consumers, particularly among the younger demographic [1]