Core Insights - The company reported a revenue of 2.941 billion yuan, representing a year-on-year growth of 19.58%, and a net profit attributable to shareholders of 373 million yuan, up 16.70% year-on-year [1][2] Group 1: Financial Performance - The growth in performance is primarily attributed to the explosive growth of konjac-based snacks, with the "category brand" strategy showing initial success, significantly enhancing overall profitability [1] - The konjac snack segment generated a revenue of 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, and grew by 155.10% year-on-year, confirming its status as the fastest-growing category [1] - The net profit margin for the first half of the year was 12.67%, benefiting from the scale-up of key products [2] Group 2: Strategic Developments - The company launched its first strategic sub-brand "Da Mo Wang" in October 2023, with sales expected to exceed 1 billion yuan (including tax) in 2024, positioning it among the top 10 billion yuan products [1] - The "Da Mo Wang" series achieved a monthly sales record of over 100 million yuan within 16 months of its launch, marking the fastest record in the industry [1] - The company is expanding its konjac product line into overseas markets, successfully entering Southeast Asia and the United States, with the "Mowon" brand gaining traction [2] Group 3: Future Outlook - The company plans to continue its "channel-driven, product-leading, and system-supporting" strategy, deepening the "category brand" approach to promote strong single products across six core categories [3] - The company aims to leverage its omnichannel capabilities to deliver healthy and delicious snacks to consumers both domestically and internationally [3]

除了在国内市场攻城略地，盐津铺子还持续推进魔芋品类在海外市场的布局。 2023年10月，盐津铺子推出公司旗下首个战略子品牌"大魔王"。 2024年，"大魔王"系列年销售额突破10亿元(含税)，跻身10亿大单品之列。 今年3月，大魔王麻酱素毛肚上市仅16个月，便斩获月销售额破亿的佳绩，创下行业最快破亿纪录，逐 步显现"全球大单品"潜质。 今年5月，大魔王与"火鸡面鼻祖"三养食品联名推出"火爆魔芋火鸡酱味"新品，并亮相第26届SIAL国际 食品展。 8月20日晚间，盐津铺子（002847）(002847.SZ)发布2025年半年度报告。报告期内，公司实现营收29.41 亿元，同比增长19.58%；归母净利润3.73亿元，同比增长16.70%。 目前，公司"大魔王"魔芋零食已成功进入东南亚区域，通过打造自有品牌"Mowon"，在泰国市场、美国 市场实现突破，成为销售增量新市场。 公司表示，业绩增长主要得益于魔芋类零食迎来爆发式增长，"品类品牌"战略首战告捷，带动整体盈利 能力显著提升。魔芋品类处于扩容期，公司未来将持续夯实魔芋的战略核心单品地位，进一步提升"大 魔王"的市占率。 辣卤零食板块中，休闲魔芋制品上半年营 ...