Huatai Securities: Chinese instant noodle companies going overseas are expected to usher in new opportunities.

Huatai Securities research report believes that the Chinese instant noodle industry has shifted away from a core expansion cycle based on sales growth, to a high-end and healthy development stage of "stable volume and price increase", forming a hierarchical pattern dominated by Master Kong and Uni-President, with competition from Bai Xiang, Jinmailang, and imported brands. In contrast, the Japanese instant noodle market is driven by price increases, with a high degree of industry concentration and a focus on quality and niche innovation; while South Korea has achieved global expansion through the export of Korean wave culture and spicy single-item products, with Samyang Hot Chicken Ramen becoming a phenomenon, highlighting the synergistic effect of localized products, marketing strategies, and cultural soft power. The global consumer market is entering a diversification era, and Chinese consumer goods are adapting to this new trend, with Chinese instant noodle companies expected to encounter new opportunities in overseas markets.