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卫龙美味公布2025年中期业绩 业绩持续稳健攀升 收入净利双增 派发中期股息每股0.18元

Core Viewpoint - The company, Weilong Delicious Global Holdings Limited, reported strong financial performance for the first half of 2025, with significant revenue and profit growth despite challenges in the global consumer market [2][3]. Financial Performance - Total revenue for the first half of 2025 reached 3.483 billion RMB, representing an 18.5% year-on-year increase [2][3]. - Gross profit amounted to 1.642 billion RMB, up 12.3% from the previous year, although the gross margin decreased by 2.6 percentage points to 47.2% due to rising raw material costs [2][3]. - Net profit for the period was 736 million RMB, also reflecting an 18.5% increase, with a stable net profit margin of 21.1% [2][3]. Dividend Announcement - The company declared an interim dividend of 0.18 RMB per ordinary share, with a payout ratio of approximately 60%, expected to be paid on or around October 20, 2025 [3]. Product Strategy - The company maintains a multi-category product strategy, focusing on innovation and responding to consumer demand for new flavors and products [3][4]. - New product launches in the first half of 2025 included "Magic Tofu" with sesame flavor and "Spicy Beef" [3]. Brand Development - The company is enhancing brand penetration through various online and offline activities, targeting younger consumers [3][4]. - Collaborations with popular brands and influencers, such as the "Spicy Challenge" with Linli Lemon Tea, have been effective in reaching a broader audience [3]. Channel Strategy - The company is advancing its offline and online channel coverage, expanding terminal points and enhancing service capabilities [4]. - A comprehensive ecosystem is being built to ensure effective integration between online and offline channels, supporting the overall channel development strategy [4]. Operational Efficiency - The company is committed to upgrading production facilities and accelerating digital transformation across its business systems [4]. - Continuous improvement in organizational development and talent management is aimed at enhancing overall operational efficiency [4].