頤海國際(01579.HK):上半年收入爲29.27億元 中期息每股0.3107港元
格隆匯8月25日丨頤海國際(01579.HK)發佈公告,2025年上半年,收入爲人民幣29.274億元,而上年同期爲人民幣29.269億元,維持穩定;毛利爲人民幣8.65億元,同比減少1.4%;公司擁有人應佔淨利潤爲人民幣3.095億元,而上年同期爲人民幣3.083億元,維持穩定;每股盈利(基本)爲人民幣31.90分,維持穩定。擬宣派中期股息每股0.3107港元(相當於人民幣0.2836元)。
2025年上半年,集團在第三方業務方面實現營收人民幣20.637億元,同比增長6.5%,主要得益於不斷完善的產品研發機制與精細化的渠道管理,加之持續優化的供應鏈體系支撐B端與海外業務的進一步拓展本集團在產品研發上,堅持以滿足市場需求作爲出發點,銷售團隊通過多維度分析區域內消費特徵及競品市場表現,捕捉消費者對產品的需求變化,以提供符合各區域銷售的產品。同時,集團注重持續提升產品品質、優化研發效率,增強整體研發能力。在該策略下,第三方各品類中均有良好表現,如火鍋調味料中牛油火鍋底料及蘸料增長較快,其中牛油火鍋底料實現收入人民幣2.255億元,同比增長20.5%,蘸料實現收入人民幣1.859億元,同比增長12.6%;複合調味料中的魚調料與24道菜系列,通過細分消費者需求和消費場景,產品迎合了更多細分消費者的偏好,其中魚調料實現收入人民幣5880萬元,同比增長15.1%,24道菜系列實現收入人民幣3170萬元,同比增長17.5%;方便速食中回家煮系列產品,銷售收入由截至2024年6月30日止六個月的人民幣790萬元,增長到截至2025年6月30日止六個月的人民幣3740萬元。
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