Zheng Quan Ri Bao Wang·2025-08-12 14:10Core Insights - The company reported a revenue of 40.092 billion yuan for the first half of 2025, a year-on-year decrease of 2.7%, while net profit attributable to shareholders increased by 20.5% to 2.271 billion yuan [1] - Gross profit reached 13.815 billion yuan, reflecting a year-on-year growth of 2.8%, with a gross margin of 34.5%, up by 1.9 percentage points [1] Business Segment Analysis - The instant noodle segment saw a sales decline of 2.5% to 13.465 billion yuan, with specific categories showing varied performance: container noodles down 1.3% to 6.771 billion yuan, high-priced bag noodles down 7.2% to 5.092 billion yuan, mid-priced bag noodles up 8.0% to 1.372 billion yuan, and crispy noodles and others up 14.5% to 0.23 billion yuan [1] - The beverage segment's revenue decreased by 2.6% to 26.359 billion yuan, with tea drinks down 6.3% to 10.67 billion yuan, water down 6.0% to 2.377 billion yuan, fruit juice down 13.0% to 2.956 billion yuan, while carbonated and other beverages increased by 6.3% to 10.256 billion yuan [1] Strategic Initiatives - The company aims to enhance product competitiveness through optimization of flavors, packaging, and processes, resulting in a 2.5 percentage point increase in beverage gross margin to 37.7% despite revenue decline [2] - Future strategies include continuous product innovation, optimizing channel strategies, increasing consumer trust in the brand, and enhancing brand-consumer engagement to adapt to market changes [2]