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良品铺子上半年营收28.29亿元 聚焦“一品一链”布局长期竞争力

Core Viewpoint - The company is experiencing short-term pressure on performance due to strategic adjustments, government subsidies, and a decline in financial management income, resulting in a net profit loss of 93.55 million yuan in the first half of 2025 despite a revenue of 2.829 billion yuan [1] Group 1: Financial Performance - In the first half of 2025, the company reported a revenue of 2.829 billion yuan and a net profit loss of 93.55 million yuan [1] - The decline in net profit is attributed to product optimization, price adjustments, and a decrease in store numbers due to the elimination of inefficient outlets [1] - Increased online channel traffic costs and a drop in interest and financial management income also contributed to the profit decline [1] Group 2: Strategic Initiatives - The company is focusing on long-term strategies to adapt to the deep adjustment period in the snack industry, emphasizing quality upgrades and a transparent supply chain [1] - The "One Product One Chain" procurement system is being iterated to enhance supply chain efficiency and brand trust [1] - The company is optimizing its single-store model and improving production efficiency to enhance product and channel competitiveness [1] Group 3: Sales Channels and Product Development - In the group buying channel, the company achieved a sales revenue of 119 million yuan in the second quarter, a year-on-year increase of 12.84% [2] - The company is developing products focusing on healthy formulas, national cultural IP, and creative packaging structures [2] - The company has expanded its core raw material supply network by signing contracts with eight new production areas, enhancing its supply chain layout [2] Group 4: Product Traceability and Innovation - The company is advancing its product traceability system to ensure full visibility and traceability of key raw materials from production to finished products [2] - Successful products developed under the "One Product One Chain" strategy include Australian Angus beef chips and crispy lobster tails, along with new traceable products [2] - The company is leveraging centralized supply and optimizing standards to enhance quality and freshness while improving supply chain efficiency [2]