王老吉国际罐全球首发 加速东方植物饮料出海

Core Insights - The global beverage market is experiencing a "new variable" with the launch of Wanglaoji's international can products, aiming to expand its brand globally [1][2] - Wanglaoji's strategy focuses on leveraging the rapid growth of the pure plant, natural, and sugar-free beverage segment, aligning with global health trends [1][3] Company Performance - Wanglaoji's revenue for the first half of 2025 reached 6.499 billion yuan, with a net profit of 1.295 billion yuan, both showing double-digit growth of 12.69% and 15.87% year-on-year respectively [6] - The company's success is attributed to deepening its health product offerings, enhancing traditional channel coverage, and fostering partnerships with major dining platforms [6] Market Trends - The global plant beverage industry has seen explosive growth, with a compound annual growth rate (CAGR) of nearly 10% from 2019 to 2024, while the carbonated beverage market is projected to decline by 6.7% from July 2023 to June 2024 [7] - Wanglaoji's brand renewal includes the introduction of the English brand identifier "WALOVI," aiming for a unified global image and product matrix [7] Strategic Partnerships - Wanglaoji has signed agreements with five major partners, including Dazhong Dianping and Meituan, to enhance local consumption scenarios [8] - The international can products are currently available in several major Chinese cities and are set to expand into Southeast Asia, North America, Europe, and Oceania [8] - Over the past decade, Wanglaoji's overseas market size has increased 6.5 times, with a CAGR exceeding 25% [8]