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汇源果汁,严正声明!前“饮料巨头”再面临翻身仗
21世纪经济报道·2025-05-13 23:23

Core Viewpoint - Huayuan Juice has publicly refuted negative rumors about its business status, asserting that its operations have been improving since its successful restructuring in 2022, and it has regained its position as the top seller of 100% juice in China [3][11]. Group 1: Company Background and Recent Developments - Huayuan Juice was once a leading player in the domestic juice market, with a significant market share in the mid-to-high-end segment [6]. - The company faced severe financial difficulties leading to bankruptcy restructuring in 2022, after which it received a capital injection from Wen Sheng Asset, which invested 1.6 billion yuan and became the controlling shareholder [10]. - Following the restructuring, Huayuan Juice reported a revenue of 27.45 billion yuan in 2023, with a net profit of 4.24 billion yuan [11]. Group 2: Market Position and Competition - Despite improvements, Huayuan Juice's current market position is not comparable to its peak, as it struggles to compete in the mainstream NFC juice segment against newer entrants [7][15]. - Competitors like Nongfu Spring and Uni-President have shown significant growth, with Nongfu Spring's juice revenue increasing by 15.6% in 2024, reaching 4.085 billion yuan [17]. - Huayuan Juice's visibility in retail channels is reportedly lower than that of its competitors, with limited product offerings in major supermarkets [19][20]. Group 3: Challenges and Future Outlook - The termination of a planned acquisition by Guozhong Water in April 2025 has added to the challenges faced by Huayuan Juice, complicating its path to potential public listing [12][14]. - The company is currently perceived as lagging in product innovation and market presence, needing significant time to overcome these barriers [21].