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盐津铺子:上半年休闲魔芋制品营收增长155.1%,下半年将进入销售旺季拟加大市场费投入
Cai Jing Wang· 2025-08-22 04:06
Core Viewpoint - The company is focusing on its strategic core product, "Big Devil" sesame-flavored beef tripe, which is experiencing rapid growth and innovation in the konjac product category, with a significant revenue increase in the first half of 2025 [1][2]. Group 1: Financial Performance - In the first half of 2025, the company's konjac snack products achieved revenue of 791 million yuan, representing a year-on-year growth of 155.10% [1]. - The company anticipates that revenue growth in high-potential member channels, overseas markets, quantitative distribution channels, and snack channels will exceed the average growth rate [2]. Group 2: Channel Performance - The quantitative distribution channel showed strong revenue growth due to a focus on the "Big Devil" sesame-flavored beef tripe and an increase in sales points [2]. - The snack retail channel continued to achieve steady growth through an increase in store numbers, category expansion, and marketing efforts [2]. - The e-commerce channel faced short-term performance pressure due to proactive adjustments in business and product structure, but plans to replicate the successful model of the "Big Devil" product line in the future [2]. Group 3: Strategic Outlook - The company plans to deepen its core product strategy for the "Big Devil" sesame-flavored beef tripe from 2025 to 2027, utilizing a multi-channel and overseas market collaboration approach [1]. - The company will increase marketing expenses in the second half of the year, focusing on promotional resources to enhance brand exposure and sales efficiency [2].