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包装饮用水业务逐步回暖 农夫山泉2025年上半年净利同比增长22.1%
Mei Ri Jing Ji Xin Wen·2025-08-26 13:06

Core Insights - The company reported a revenue of 25.622 billion yuan for the first half of 2025, representing a year-on-year growth of 15.6%, and a net profit of 7.622 billion yuan, with a year-on-year increase of 22.1% [1][1][1] Revenue Breakdown - The tea beverage segment continued to experience rapid growth, while the packaged drinking water business showed signs of recovery, contributing to the company's record performance [1][1] - The packaged drinking water segment generated revenue of 9.44 billion yuan, reflecting a year-on-year growth of 10.7%, accounting for 36.9% of total revenue [1][1][1] Strategic Developments - The company's long-term development is underpinned by its water source strategy, with 15 major water sources already established [1][1] - New water sources in Hunan, Sichuan, and Tibet were put into operation in the first half of 2025, further enhancing the company's water source advantages [1][1] - New factories are under construction in Henan, Hainan, Guizhou, Jiande, and Yunnan, which will strengthen the implementation of the water source strategy [1][1]