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 ...

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]

Core Viewpoint - The company reported a 2.7% year-on-year decline in revenue for the first half of 2025, amounting to 40.092 billion RMB, with declines in both convenience and beverage segments [1] Financial Performance - Revenue decreased by 2.7% to 40.092 billion RMB, with convenience revenue down 2.5% and beverage revenue down 2.6% [1] - Gross profit margin increased by 1.9 percentage points to 34.5% [1] - Distribution cost ratio rose by 0.6 percentage points to 22.8% [1] - Net profit attributable to shareholders increased by 20.5% to 2.271 billion RMB [1] - Basic earnings per share rose by 6.84 cents to 40.30 cents [1] Strategic Initiatives - The company is focused on a high-quality development strategy of "Consolidation, Innovation, Development" [1] - Improvements in cost structure and operational efficiency contributed to the increase in gross profit margin [1] - Continuous enhancement of key products, upgrading product capabilities, and improving channel efficiency to maintain leadership in core businesses [1] - Accelerated innovation in product development and expansion into emerging channels, including the launch of zero-oil fried wings and sugar-free healthy beverages [1] - Dynamic adjustments in outdoor refrigerator investments and multi-dimensional marketing strategies to enhance brand awareness, particularly among younger consumers [1] Dividend Policy - The company maintains a stable dividend policy aimed at creating long-term sustainable value growth for investors [1]

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份內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 TINGYI (CAYMAN ISLANDS) HOLDING CORP. 康師傅控股有限公司 * （於開曼群島註冊成立之有限公司） （股份編號：0322） 2025 年 上 半 年 業績演示材料 康師傅控股有限公司及其附屬公司截至 2025 年 6 月 30 日止之中期業績演示材料可 參閲以下附件。 承董事會命 康師傅控股有限公司 公司秘書 葉沛森 香港，2025 年 8 月 11 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.cn http://www.irasia.com/listco/hk/tingyi *僅供識別 (在開曼群島註冊成立之有限公司) (股份代號 : 0322) 免責聲明 本演示材料所載資 ...

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佈之內容概不負責，對其準確性或完整性亦不發表任何聲明，並明 確表示，概不對因本公佈全部或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 TINGYI (CAYMAN ISLANDS) HOLDING CORP. 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） 截至二零二五年六月三十日止六個月 業績公佈 摘要 | | | 截至6月30日止6個月 | | | | --- | --- | --- | --- | --- | | | 人民幣千元 | 2025年 | 2024年 | 變動 | | ‧ | 收益 | 40,092,163 | 41,201,208 | ↓2.7% | | ‧ | 毛利率(%) | 34.5% | 32.6% | ↑1.9個百分點 | | ‧ | 集團毛利 | 13,815,035 | 13,439,915 | ↑2.8% | | ‧ | 扣除利息、稅項、折舊及攤銷前盈利(EBITDA) | 5,450,637 | 4,824,605 | ↑13.0% | | ‧ | 本期溢利 | 2,6 ...

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: 2025年7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: 2025年8月6日 I. 法定/註冊股本變動 | 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 35,00 ...