断头谷
方便面又好卖了？三大巨头业绩集体回暖_我的网站
A | 随着统一和康师傅等中期业绩出炉，方便面业务回暖引发关注，“方便面又好卖了”等相关话题登上热搜。
Chinese Foreign Minister Wang Yi, who kicked off his visit to South Korea on Wednesday, held talks with President Lee Jae-myung on Thursday, according to the Chinese Foreign Ministry.
The visit by Wang Yi is his first in five years since he last came to Seoul for bilateral talks with his South Korean counterpart in September 2021, according to South Korean media outlet Yonhap News Agency.
During the meeting, the South Korean president said that South Korea and China should become mutually dependent and mutually beneficial partners with complementary strengths, adding that the two countries need each other in areas such as economy, trade and security, according to the Xinhua News Agency.
Wang Yi, also a member of the Political Bureau of the Communist Party of China Central Committee, said the comprehensive restoration of China-South Korea relations and positive progress made since the beginning of this year have demonstrated that a rational, pragmatic and positive policy toward China fully serves South Korea's interests and is in keeping with the trend of the times.
During the visit, Wang also met with South Korean Foreign Minister Cho Hyun and Wi Sung-lac, South Korea's top presidential national security advisor.
Chinese analysts regard the latest senior-level engagements as "building on the past and paving the way for the future." Coming at a critical juncture amid shifting regional dynamics, it serves as a tangible follow-up to the two heads of state's efforts to restore bilateral ties and reflects the growing maturity of relations, they said.
Opportunity for greater progress
During the meeting, Lee told Wang Yi that he was glad to see China-South Korea relations improving and developing rapidly, with strong growth momentum in economic and trade cooperation. While highlighting that people-to-people exchanges between the two countries are expected to exceed 10 million this year, Lee said that South Korean public perceptions of China are improving and there are growing expectations for strengthening comprehensive cooperation with China, per Xinhua.
Lee added that he looks forward to visiting China's Shenzhen City in November for the 2026 APEC Economic Leaders' Meeting, calling it an important opportunity to work with China to advance the South Korea-China strategic cooperative partnership to a new level.
In his turn, the Chinese top diplomat told President Lee that he hopes South Korea will firmly pursue a friendly policy toward China and take the 35th anniversary of the establishment of diplomatic relations between the two countries next year as an opportunity to make greater progress in the China-South Korea strategic cooperative partnership.
Wang also noted that China is ready to share development opportunities with all countries, especially its neighbors. Amid growing global economic fragmentation and rising trade protectionism, Wang pointed out that China and South Korea should set an example by concluding the second phase of Free Trade Agreement (FTA) negotiations at an early date to promote regional economic integration and universally beneficial and inclusive economic globalization.
Since the two countries established diplomatic relations in 1992, their bilateral trade volume has increased more than 60 times. China has remained the South Korea's largest trading partner for 21 consecutive years, according to the Xinhua.
According to a Wednesday report by South Korean newspaper The Korea Herald, Seoul has also described Wang Yi's trip as an opportunity to build on the recent improvement in bilateral relations and prepare for further high-level exchanges.
Wang Junsheng, a researcher at the Chinese Academy of Social Sciences' National Institute of International Strategy, told the Global Times that this visit is anchored in key consensus forged during the reciprocal state visits by the two countries' heads of state. Wang Yi's trip can be seen as translating leaders' consensus into concrete action, and deepen exchanges and cooperation at all levels, he noted.
He also viewed the visit as encompassing coordination with Seoul on future preparations for November's APEC meeting, as Lee is expected to attend.
After previous setbacks, China-South Korea relations have recovered across political, economic, diplomatic and security spheres following the leaders' meetings, Yang Xiyu, a senior research fellow at the China Institute of International Studies, told the Global Times on Thursday.
"The highlight of Wang Yi's visit this time could be summarized as steady progress in the maturity of China-South Korea relations, laying firmer ground for expanded cooperation and difference management ahead," Yang added.
Hand in hand
On the international and regional front, Lee said that amid the current international situation, stronger strategic cooperation between South Korea and China serves the fundamental interests of both countries and is important for regional peace and stability, per Xinhua.
Wang Yi told Lee that as an important force for maintaining world peace, China consistently advocates the political settlement of international and regional conflicts through dialogue, adding that China is also a major stabilizing force, providing valuable certainty for the world.
During the Thursday meeting with Wi Sung-lac, South Korea's top presidential national security advisor, Wang Yi also expressed hope that South Korea will pursue genuine strategic autonomy, refrain from bloc confrontation or taking sides, and develop its relations with China, the US and other major countries in a mutually compatible manner, per Xinhua.
Wang Yi stressed that it is necessary to remain highly vigilant against the rhetoric and actions of Japan's right-wing forces that seek to turn back the wheel of history, and that the resurgence of Japanese militarism must never be allowed.
The Chinese top diplomat called on all parties to do more to facilitate the resumption of dialogue and restoration of mutual trust, expressing hopes that the Korean Peninsula will move toward peaceful coexistence between South Korea and the DPRK, ultimately achieving lasting peace and stability on the Korean Peninsula, Xinhua reported.
Yang told the Global Times that China is entering a new stage of development, while South Korea in effect stands at a crossroads amid shifts on regional security. For both countries, deepening cooperation is therefore of great significance, and the two sides will need to demonstrate greater political sincerity to expand cooperation and manage differences.
As long as the two sides uphold the vision of a shared future and maintain their independence, China-South Korean relations at this historic juncture can embark on a more solid, fruitful development path that benefits both nations, Yang continued.
He added that stable China-South Korea relations can reduce the risk of confrontation among Northeast Asian countries, build a solid regional cooperation framework, as well as serve as a model in the region.
Looking at the broader international landscape, conflicts persist in the Middle East and elsewhere, while protectionism and unilateralism are on the rise, disrupting and even severing global supply chains. Against this backdrop, China-South Korea cooperation is vital not only to maintaining stable regional supply chains but also to supporting stability at the global level, Wang Junsheng said.
Progress in China-South Korea cooperation will generate multiplier effects benefiting both countries and the wider region, while injecting positive momentum into the global economy amid rising protectionism, Yang echoed.
On the first day of his trip on Wednesday, Wang Yi met with Cho Hyun, who said in an X post on Thursday that they walked together along the Dasan Seongguwak-gil trail in Namsan and continued their conversation from yesterday.
"Despite the lingering late-summer heat, I hope walking along the trail — where the historical fortress wall, Namsan's lush forest, and Seoul's cityscape blend seamlessly —offered Minister Wang, an avid hiker, a memorable experience. For me, it was indeed a meaningful time to deepen our friendship too," he wrote.
Embracing China means embracing the future, and going hand in hand with China means going hand in hand with opportunities, Wang Yi said during the meeting with Lee.
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B | 统一企业中国（00220.HK）近日发布的上半年业绩报告显示，报告期内，其总收入为173.2亿元，同比增长1.4%；归母净利润为14亿元，同比增长9%。其中，以方便面为主的食品业务收入为56.3亿元，同比增长4.7%，占总营收的32.5%；分部溢利2.54亿元，同比增长34%。
C | 统一食品业务主要包括碗面、袋装面及干脆面等方便面产品，主要产品包括汤达人、统一老坛酸菜牛肉面、茄皇、满汉大餐等。在财报中，统一表示，满汉大餐2026年上半年聚焦“葱烧牛肉面”经营，实现品牌收益的高双位数增长；“茄皇”也实现了品牌收益持续双位数成长，另一方便面巨头康师傅控股（00322.HK）中期业绩报告显示，今年上半年实现收入405.5亿元，同比增长1.1%；股东应占溢利24.33亿元，同比增长7.1%。
D | 其中，方便面业务收入137.3亿元，同比增长2%，占总营收的33.9%；毛利率从27.8%提升至30.3%，股东应占溢利同比增长5.5%至10.03亿元。
E | 财报数据显示，康师傅方便面业绩增长的主要动力是中价面和高价面。其中，高价袋面实现收益52.59亿元，同比增长3.3%；中价袋面实现收益14.1亿元，同比增长7.8%。
F | 康师傅方便面销售情况。
G | 来源：康师傅公告此外，日清食品（01475.HK）虽尚未公布半年报，但从业绩预告看，其中国业务第二季度对外销售额净额为189.9亿日元，同比增长13.8%，增长主要来自方便面业务。有分析认为，这一轮方便面企业业绩增长，主要因为价格提升驱动，也就是说“方便面卖得更贵了。”勤策消费研究《2025年中国方便面行业报告》显示，2020-2026年中高端方便面的年复合增长率可达11.6%，是低端产品的4.8倍，虽然2.6-5元的价格带依然是市场主流，但5元以上的价格带占比已接近48%。过去很多年，方便面行业曾经历了一段较长的低谷期。随着外卖平台的崛起，方便面的便捷优势被削弱。同时，“含油量高”“高盐”“不健康”“缺乏营养”等舆论标签也让方便面逐渐被追求健康饮食的消费者冷落。世界方便面协会数据显示，中国内地及香港方便面需求量从2020年的463.6亿份下降至2023年的422.1亿份，即三年累计减少约40亿份。
H | 然而，2024年，中国内地及香港方便面需求量又回升到了438亿份。另据艾媒咨询数据显示，2025年中国方便面市场规模达1849.9亿元，同比增长7.9%。有分析认为，在外卖补贴退潮的情况下，方便面的性价比优势重现彰显，带动了一定程度的需求回升。
I | 从去年开始，方便面企业业绩出现向好迹象。2025年，康师傅方便面营收同比增长0.02%，是2023年以来首次正向增长；统一食品板块营收突破104.93亿元，时隔两年重回百亿规模，同比增长4.95%。日清食品中国内地营收23.4亿港元，同比增长3.4%；三养食品全球销售额同比增长36.1%，仅中国市场火鸡面系列年销量即超3亿份。为了吸引更多年轻的消费者，方便面企业推出了多种玩法。比如，康师傅老坛酸菜牛肉面联动合作“大闹天宫”卡通形象 ， 唤醒消费者情怀共鸣；“西红柿鸡蛋牛肉面”联名“小熊虫”绑定出游治愈场景，借势开学季营销，深耕校园客群；“火鸡面”以七种辣椒配方打造极致过瘾的差异化体验，联动“全职高手”经典卡通形象深度运营年轻客群，加速提升火鸡面品类渗透率与圈层影响力。统一则聚焦中产。比如，其“满汉大餐”就以“想吃肉，满汉大餐”为核心诉求，持续深耕中产消费群体。渠道方面， 围绕新中产协同山姆会员店共创推出“上汤瑶柱银丝面”，一袋17.48元；传播方面，聚焦小红书矩阵式美食传播种草。在小红书上，“泡面神仙吃法”已经成为一个巨大的内容池。公开数据显示，截至2026年8月14日，在小红书上以“泡面神仙吃法”为关键词，相关内容浏览量达到31.6亿，讨论量超过515万。据马上赢数据，2026第二季度方便面市场份额TOP 5集团组成依旧为康师傅、统一、白象、今麦郎和三养，市场份额合计达83.77%，市场集中度高。份额变动上，仅有白象市场份额同比下降，其余集团市场份额同比均增长。（侯瑞宁）。
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