
According to the Zhitong Finance App, 5100 Tibetan Glacier (01115) announced interim results for the six months ended June 30, 2026. The group obtained revenue of RMB 221 million (same unit), an increase of 31.2% over the previous year; the profit due to the company's owners during the period was 71.375 million yuan, an increase of 97.2% over the previous year; and the basic profit per share was 1.28 points.
According to the announcement, in the first half of 2026, consumption in mainland China showed a structural recovery, consumer consumption was cautious, and the overall growth rate was moderate. Consumers not only pay attention to cost-effective daily procurement, but also remain in demand for high-end products and gifts with scarce attributes. Consumption upgrades coexist with rational purchasing. The Group's water business continues to consolidate its high-end high-quality positioning, optimize the product structure, implement product price increase strategies, focus on high-value customer groups, and provide long-term, stable and convenient Tibetan healthy water delivery service through the “tonne” water pickup card method on a household basis to meet the market's demand for healthy household consumption and healthy gift consumption. Overall water business segment revenue increased by approximately 9.6% year over year. In the first half of 2026, the national beer market was generally flat, and the industry growth logic shifted from scale expansion to structural upgrading. The competitive pattern in the local market in Tibet is stable, and the channel barriers for mainstream brands in the region are deep. The company stabilized the existing cooperation system, relied on the flagship product 5100 Tibetan Iced Beer to achieve breakthroughs, concentrated resources and precise layout to steadily increase the market share of the 5100 brand and achieve a sharp rise in volume and price. The revenue of the beer business segment increased by 82.4% over the same period last year.