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“大魔王”领跑魔芋赛道 盐津铺子上半年归母净利3.73亿元
Zheng Quan Ri Bao Wang· 2025-08-20 12:45
Core Insights - Salted Fish Food Co., Ltd. reported a revenue of 2.941 billion yuan for the first half of 2025, 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] - The growth is primarily driven by explosive growth in konjac snacks, with the strategic brand "Big Devil" successfully enhancing overall profitability [1] - The konjac product category is in an expansion phase, and the company aims to solidify the strategic core position of konjac products and increase the market share of "Big Devil" [1] Revenue Breakdown - The revenue from the leisure konjac products segment reached 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, with a year-on-year growth of 155.10%, confirming its status as the fastest-growing category [1] - The "Big Devil" series is projected to exceed 1 billion yuan in annual sales in 2024, entering the 1 billion yuan product category [2] Product Development - The "Big Devil" series launched a new product in collaboration with Samyang Foods, known for its "Fire Noodle," featuring "Spicy Konjac Fire Chicken Sauce," showcased at the 26th SIAL International Food Exhibition [3] International Expansion - The company is actively expanding its konjac product line in overseas markets, successfully entering Southeast Asia and establishing its own brand "Mowon" in Thailand and the United States [4] - In the U.S. market, the core product "Liubiju Sesame Sauce Konjac" has been listed in the well-known supermarket 99 Ranch Market and showcased in key stores like Santa Anita Mall [4] - The company plans to further expand its konjac products in Southeast Asia, with over 80% of overseas sales currently coming from Thailand, indicating strong confidence in future market expansion [4] Profitability Enhancement - The company's net profit margin for the first half of the year was 12.67%, with a decrease in sales expense ratio by 2.70 percentage points to 10.57% and an optimized management expense ratio of 3.55% [6] - The scale effect driven by the "Big Devil" strategic core product has further enhanced the "cost reduction and profit increase" logic [5][6] Strategic Outlook - Looking ahead, the company will focus on a strategy centered around "channel leadership, product superiority, and system support," continuing to deepen its "category brand" strategy and promoting six core categories to achieve strong single product performance [6]
“大魔王”领跑魔芋赛道,盐津铺子上半年营收29.41亿元
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 ...
如何拓宽海外市场?盐津铺子瞄准差异化之路
Chang Sha Wan Bao· 2025-05-14 13:52
Group 1 - The chairman of the company expressed optimism about the overseas market potential, emphasizing the importance of differentiated products [1] - The snack industry is characterized by fragmentation and reliance on big products, which poses challenges for sustainability, yet it presents significant growth opportunities [1] - The company is actively expanding its overseas presence, with plans to build a factory in Thailand and establish a marketing company in Vietnam [1] Group 2 - The company reported a substantial increase in revenue and net profit for 2024, with growth rates of 28.89% and 26.53% respectively [2] - All proposals at the annual shareholder meeting were approved, including a dividend distribution of 10 yuan per share, leading to a total annual dividend of 437 million yuan [2] - The total amount of dividends and share buybacks accounted for over 77% of the company's net profit [2]