今日盘中，康师傅控股（00322.HK）股价大跌5.04%，引发市场关注。这一股价下跌可能与公司最新披露的业绩报告及方便面市场的深度调整有关。
根据康师傅最新发布的2024年财报，公司整体营收增长乏力，仅同比增长0.3%至806.5亿元。尽管归母净利润同比增长19.8%至37.3亿元，但公司核心的方便面业务出现萎缩。2024年方便面业务营收为284.14亿元，同比下滑1.3%，占总营收比例降至35.2%。这一业绩表现反映出方便面市场正处于深度调整期。
与此同时，新兴品牌如今麦郎、白象正在崛起，抢占康师傅的市场份额。这些品牌通过创新产品、线上营销和性价比策略，在竞争激烈的市场中突围。面对市场变化，康师傅正采取高端化、健康化策略，并加大营销投入，特别是线上营销。然而，这些举措能否有效应对市场挑战，仍有待观察。方便面市场的调整及竞争格局的变化，可能是导致投资者对康师傅前景产生担忧，进而引发股价下跌的主要原因。
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