智通财经APP获悉，康师傅控股(00322)再涨超6%，截至发稿，涨6.59%，报13.1港元，成交额3.38亿港元。
消息面上，8月11日，康师傅披露2026年半年度业绩。报告期内，公司实现营收约405.45亿元，同比增长1.1%；净利润约24.33亿元，同比增长7.1%；剔除2025年上半年一次性资产活化收益1.6亿元后，经调归母净利润同比增长15.2%，利润增长好于市场预期。毛利率达35.8%，较去年同期增加1.3个百分点。
华泰证券发布研报称，展望来看，公司饮料及食品业务均有望延续需求韧性，核心单品稳健增长与新品放量共同贡献收入增量；26年综合成本压力预计整体可控，公司有望通过产品结构优化与经营效率提升，保持利润率平稳。我们预计公司未来2-3年的分红比例有望保持100%，股息率具备吸引力，“买入”。
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