<p>[新加坡] 泰国饮料公司（ThaiBev）在截至 3 月 31 日的上半年净利润下降 3.2%，至 142 亿泰铢（5.595 亿新元），相比于去年同期的 147 亿泰铢。</p>
<p>这主要是由于与一家合资企业的终止运营相关的 17 亿泰铢的减值损失这一非经常性项目。</p>
<p>如果不考虑这一一次性损失，该集团来自正常业务运营的可归属利润将同比增长 8.5%，达到 160 亿泰铢，较去年同期的 147 亿泰铢有所增加。</p>
<p>2026 财年上半年的每股收益为 0.57 泰铢，低于 2025 财年上半年的 0.59 泰铢。</p>
<p>上半年的收入下降 2.5%，至 1732 亿泰铢，低于去年同期的 1776 亿泰铢。</p>
<p>ThaiBev 表示，这一下降主要是由于啤酒和非酒精饮料（NAB）部门的表现疲软，销售收入分别下降了 5.4% 和 5.5%。</p>
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<p>2026 财年上半年的中期股息为每股 0.15 泰铢，与去年持平。将于 6 月 12 日支付。</p>
<p>烈酒业务的收入增长 1.3%，达到 654 亿泰铢，得益于 “销售量增加、主要原材料成本降低以及国际业务的强劲增长势头”。</p>
<p>啤酒部门的收入下降 5.4%，至 626 亿泰铢，受到 “泰国市场条件疲软” 和 “越南恶劣天气” 的影响。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/804549de868bad3d907b24482deaebd35067c91e0b89a0691276ca3aff71a073/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/804549de868bad3d907b24482deaebd35067c91e0b89a0691276ca3aff71a073/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>DBS 表示，超市、健康与美容零售商将在 2026 年表现良好，并列出了最佳选择</h3>
<p>NAB 部门的收入下降 5.5%，至 316 亿泰铢，原因是 “消费者需求疲软和地缘政治不确定性”。</p>
<p>与此同时，食品业务增长 1.6%，达到 113 亿泰铢，尽管消费者支出谨慎，但 “快速服务餐饮业务持续增长”。</p>
<p>尽管泰国经济在此期间有所增长，但公司指出 “家庭债务持续高企” 和地区冲突仍然是复苏的障碍。</p>
<p>它还表示，在越南，公司面临激烈的竞争和严格的监管要求，这影响了酒精消费。</p>
<p>在结果公布前，泰国饮料公司的股价在周四平稳收于 0.42 新元。</p>
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泰国酿酒

<p>泰国酿酒（ThaiBev）报告称，2026 财年上半年净利润下降 3.2%，至 142 亿泰铢，主要由于来自一家合资企业的 17 亿泰铢减值损失。剔除该损失后，正常运营利润增长 8.5%，达到 160 亿泰铢。收入下降 2.5%，至 1732 亿泰铢，主要受到啤酒和非酒精饮料部门下滑的影响。公司宣布每股派发 0.15 泰铢的中期股息，与去年持平。烈酒业务收入增长 1.3%，而食品部门增长 1.6%</p>

<p>[SINGAPORE] Thai Beverage (ThaiBev) posted a 3.2 per cent drop in net profit to 14.2 billion baht (S$559.5 million) for its first half ended Mar 31, from 14.7 billion baht in the previous corresponding period.</p>
<div class="lb-trans"><p>[新加坡] 泰国饮料公司（ThaiBev）在截至 3 月 31 日的上半年净利润下降 3.2%，至 142 亿泰铢（5.595 亿新元），相比于去年同期的 147 亿泰铢。</p>
</div><p>This was due largely to a non-recurring item related to an impairment loss of 1.7 billion baht from the discontinued operations of a joint venture.</p>
<div class="lb-trans"><p>这主要是由于与一家合资企业的终止运营相关的 17 亿泰铢的减值损失这一非经常性项目。</p>
</div><p>Excluding this one-off loss, the group’s attributable profit from normal business operations would have increased 8.5 per cent year on year to 16 billion baht, from 14.7 billion baht.</p>
<div class="lb-trans"><p>如果不考虑这一一次性损失，该集团来自正常业务运营的可归属利润将同比增长 8.5%，达到 160 亿泰铢，较去年同期的 147 亿泰铢有所增加。</p>
</div><p>Earnings per share stood at 0.57 baht for H1 FY2026, down from 0.59 baht in H1 FY2025.</p>
<div class="lb-trans"><p>2026 财年上半年的每股收益为 0.57 泰铢，低于 2025 财年上半年的 0.59 泰铢。</p>
</div><p>Revenue for the half-year fell 2.5 per cent to 173.2 billion baht from 177.6 billion baht in the year-ago period.</p>
<div class="lb-trans"><p>上半年的收入下降 2.5%，至 1732 亿泰铢，低于去年同期的 1776 亿泰铢。</p>
</div><p>ThaiBev said this decline was driven primarily by softer performance in the beer and non-alcoholic beverage (NAB) segments, which experienced sales revenue decreases of 5.4 per cent and 5.5 per cent, respectively.</p>
<div class="lb-trans"><p>ThaiBev 表示，这一下降主要是由于啤酒和非酒精饮料（NAB）部门的表现疲软，销售收入分别下降了 5.4% 和 5.5%。</p>
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<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
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<div class="lb-trans"><p>获取洞察信息，直接送达您的邮箱。</p>
</div><p>An interim dividend of 0.15 baht per share was declared for H1 FY2026, unchanged from the year before. It will be paid out on Jun 12.</p>
<div class="lb-trans"><p>2026 财年上半年的中期股息为每股 0.15 泰铢，与去年持平。将于 6 月 12 日支付。</p>
</div><p>The spirits business posted a 1.3 per cent rise in revenue to 65.4 billion baht, supported by “higher sales volume, lower key raw material costs, and strong growth momentum in the international business”.</p>
<div class="lb-trans"><p>烈酒业务的收入增长 1.3%，达到 654 亿泰铢，得益于 “销售量增加、主要原材料成本降低以及国际业务的强劲增长势头”。</p>
</div><p>The beer segment’s revenue fell 5.4 per cent to 62.6 billion baht as it was hit by “subdued market conditions in Thailand”, as well as “severe weather in Vietnam”, in the first quarter.</p>
<div class="lb-trans"><p>啤酒部门的收入下降 5.4%，至 626 亿泰铢，受到 “泰国市场条件疲软” 和 “越南恶劣天气” 的影响。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/804549de868bad3d907b24482deaebd35067c91e0b89a0691276ca3aff71a073/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/804549de868bad3d907b24482deaebd35067c91e0b89a0691276ca3aff71a073?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Supermarkets, health-and-beauty retailers set to perform in 2026, DBS says, naming top picks</h3>
<div class="lb-trans"><h3>DBS 表示，超市、健康与美容零售商将在 2026 年表现良好，并列出了最佳选择</h3>
</div><p>The NAB segment’s 5.5 per cent revenue drop to 31.6 billion baht was amid “softer consumer demand and geopolitical uncertainties”.</p>
<div class="lb-trans"><p>NAB 部门的收入下降 5.5%，至 316 亿泰铢，原因是 “消费者需求疲软和地缘政治不确定性”。</p>
</div><p>Meanwhile, the food business expanded 1.6 per cent to 11.3 billion baht, “supported by continued growth of the quick service restaurant business” despite cautious consumer spending.</p>
<div class="lb-trans"><p>与此同时，食品业务增长 1.6%，达到 113 亿泰铢，尽管消费者支出谨慎，但 “快速服务餐饮业务持续增长”。</p>
</div><p>While the Thai economy expanded during the period, the company noted that “persistently high household debt” and regional conflicts remain barriers to recovery.</p>
<div class="lb-trans"><p>尽管泰国经济在此期间有所增长，但公司指出 “家庭债务持续高企” 和地区冲突仍然是复苏的障碍。</p>
</div><p>It also said that in Vietnam, it faces intense competition and strict regulatory requirements influencing alcohol consumption.</p>
<div class="lb-trans"><p>它还表示，在越南，公司面临激烈的竞争和严格的监管要求，这影响了酒精消费。</p>
</div><p>Shares of ThaiBev closed flat at S$0.42 on Thursday, before the results were announced.</p>
<div class="lb-trans"><p>在结果公布前，泰国饮料公司的股价在周四平稳收于 0.42 新元。</p>
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由于减值损失，泰国酿酒公司上半年利润下降 3.2%，至 142 亿泰铢