作为中国方便面市场的长期龙头，康师傅控股（00322.HK）正面临前所未有的挑战——消费趋势分化、外卖与预制菜的替代性冲击、品牌信任危机以及新兴品牌的竞争压力，共同构成了其增长乏力的复杂背景。在康师傅控股2024年中期业绩报告中，方便面业务收入为138.14亿元，同比下降1%，延续了近年来的疲软态势。市场环境的变化是康师傅控股难以回避的外部压力。数据显示，外卖市场规模每增长1%，方便面消费量便减少...
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