康师傅2025年业绩揭晓 高质量发展驱动净利增长20%
证券时报·2026-03-25 09:15

Core Viewpoint - In 2025, the fast-moving consumer goods giant Master Kong reported impressive financial results, achieving revenue of 79.068 billion yuan and a net profit of 5.176 billion yuan, reflecting a year-on-year growth of 19.8% and 20.5% respectively, while improving its gross margin from 33.1% in 2024 to 34.8% [1] Group 1: Continuous Innovation - Master Kong's beverage segment generated revenue of 50.123 billion yuan, with a net profit growth of 18.5% to 2.274 billion yuan, driven by product innovation and a focus on health and youthfulness [3] - The core product "Ice Red Tea" reinforced brand recognition with new high-fiber series and summer limited flavors, achieving over 11.3 million yuan in GMV on Douyin within five days of launch [3] - Other beverage series, such as the "Jasmine" series and "Green Tea" series, adopted differentiated strategies to meet diverse consumer needs, focusing on sugar reduction and flavor expansion [5] Group 2: Channel Optimization - The instant noodle business achieved revenue of 28.421 billion yuan, with a slight year-on-year growth and a gross margin increase of 1.1 percentage points to 29.7% [9] - Master Kong is adapting to market changes by enhancing product offerings and expanding into high-growth channels like instant retail, leveraging digital tools for marketing and supply chain efficiency [9] - Custom products were developed for specific channels, such as the Sam's Club, to cater to consumer preferences for high-quality and unique flavors [10] Group 3: Green Transformation - Master Kong integrates green development into its core strategy, focusing on energy-saving measures and digital transformation to enhance operational efficiency [14][15] - The company has initiated various projects, including a carbon-neutral fashion show at Shanghai Fashion Week, showcasing its commitment to sustainability [15] - Master Kong's "Warm Heart Noodle Shop" project has served over 1.54 million people since its launch, emphasizing its role in social responsibility and community service [17]

康师傅2025年业绩揭晓 高质量发展驱动净利增长20% - Reportify