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迎合消费升级趋势获认可 康师傅半年报营收与净利双增长

2017-08-21 16:06:47   中国经济网

经济日报-中国经济网北京8月21日讯(记者 韩肖)连续多年下滑的方便面行业,如今正在迎来复苏。据方便面行业巨头康师傅今日发布2017年上半年财务报告显示,2017年上半年,公司收益同比上升4.2%,达到285.677亿元人民币。公司股东应占溢利同比上升54.59%至7.002亿人民币。2017年上半年实现收益和股东应占溢利双指标增长,方便面事业与饮品事业整体收益与利润也均呈正增长。

  方便面、饮品等业绩亮眼

康师傅在报告中指出,公司顺应消费升级趋势,在方便面业务上,一方面推进经典回归策略,另一方面推出高端系列产品,攻占市场消费升级所辐射的中产阶级消费受众,以熬制高汤系列和创新新品稳步提升高端面市占。黑白胡椒、金汤匠汤系列、锅煮拉面、DIY面丰富不同消费群体的多样化喜好。

2017年上半年,康师傅方便面营业额同比成长1.75%, 虽然面临原材料成本上升导致毛利率有所下降,但因其良好的成本管控和中高端新品的持续贡献,上半年股东应占溢利同比上扬33.54%至5.32亿元人民币。第二季度净利润同比上升72.65%。根据尼尔森最新市场占率数据,康师傅方便面2017上半年与去年同期相比,销量市场占有率达到44.2%,稳居市场领导地位。

根据中商产业研究院发布的《2017年中国饮料行业市场前景研究报告》显示,2016年我国规模以上饮料制造企业实现主营业收入6429.80亿元,同比增长4.24%;规模以上饮料制造企业实现利润总额559.93亿元,同比增长0.68%。

在康师傅饮品业绩方面,营业额同比上升5.8%,同样由于原物料成本增加导致毛利率下降,但是积极布局渠道多元化建设、发展多价格带,成本优化管控,上半年股东应占溢利1.66亿元同比上升41.32%,第二季度净利润同比上升252.08%。作为康师傅饮品的龙头产品,上半年康师傅即饮茶业务(含奶茶)独占市场半壁江山,销量市占率50.2%,继续稳居市场首位。

另外,康师傅蛋酥卷凭借一如既往的产品优势,持续领跑此单品市场占有率,根据尼尔森最新数据,2017年上半年与去年同期相比,蛋酥卷销额市占率上升0.5个百分点,达到18.2%。位居首位。

  双增长源于顺应消费新需求

据凯度消费者指数监测数据显示,方便面行业整体在2016年呈复苏趋势,行业同比实现增长。据尼尔森上半年数据,方便面市场销售额也同比实现增长;于此同时,饮品行业整体持续向好,销量和销额同比表现双增长。透过2017年最新财报,康师傅表现了其在行业中的综合竞争力,并带动了整个行业的销售增长。

中国食品科学技术学会理事长孟素荷在早些时候接受经济日报-中国经济网记者采访时表示,伴随着中国经济的转型,方便食品行业也正在发生快速的格局调整。2017年上半年,方便食品行业的发展在筑底回升,集体向好的回暖趋势下,开始寻找着在各个领域的创新方向和创新模式。

有分析指出,从康师傅财报不难看出,顺应消费升级和市场变化无疑是未来发展的新风向。

康师傅公司也在报告中指出,坚持产品创新、丰富渠道型态、活化资产配置将成为助力企业发展的3大核心驱动力。

未来,康师傅将努力巩固核心及强化产品的优势地位,并持续强化视频安全体系的建设。并因应中产阶级崛起与消费升级趋势,持续推动多价格策略,进一步优化产品组合,并进行有效的收益管理。与此同时,公司也为能满足日趋明显的消费升级,将持续不断地推出创新产品来引领行业升级与满足消费者多样化需求进一步巩固和加强市场领导地位。

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