Core Viewpoint - Jin Jian Rice Industry reported a turnaround in profitability for the first half of 2025, achieving a revenue of 1.574 billion yuan and a net profit of 11.66 million yuan, compared to a loss in the same period last year [1]. Group 1: Business Transformation and Performance - The improvement in profitability is attributed to accelerated integration of the noodle products business, enhanced management quality, and a decrease in raw material costs [2]. - The company is focusing on deepening the integration of its "Yu Xiang" and "Jin Jian" brands to enhance the profitability of the noodle products sector [2]. - In the leisure food segment, sales channels have expanded significantly, with production and sales of candies and jellies increasing by 742.31% compared to the previous year [2]. - Cost management has been strengthened through optimized operations and centralized procurement, leading to reduced production and logistics costs [2]. Group 2: Marketing and Brand Expansion - Jin Jian Rice Industry is leveraging market trends to explore channel potential, achieving brand expansion through various initiatives [3]. - Online, the brand has seen significant growth in e-commerce live streaming viewership, while offline marketing includes high-frequency exposure through media campaigns [3]. - The company has sponsored various events to enhance brand influence, including cultural festivals and marathons [3]. - Participation in national exhibitions has also been a focus, showcasing the "Jin Jian" brand at major trade fairs [3]. Group 3: Research and Innovation - In response to growing consumer demand for healthy eating, Jin Jian Rice Industry has increased its R&D investment, integrating health concepts into product innovation [4]. - The establishment of a technology innovation center aims to optimize and integrate R&D resources, fostering a collaborative innovation system [4]. - The company has received four authorized patents and is involved in multiple key R&D projects, including a focus on reducing losses in long-grain rice processing [4]. - New health-oriented products have been launched, with jelly products gaining significant market traction due to innovative packaging designs [4].

Core Insights - Jin Jian Rice Industry reported a revenue of 1.574 billion yuan for the first half of 2025, a year-on-year decrease of 24.96% [1] - The company achieved a net profit attributable to shareholders of 11.66 million yuan during the same period [1] Business Performance - The company accelerated the integration of its noodle products business and improved management quality, leading to a turnaround from loss to profit due to a decrease in raw material costs [1] - The leisure food business showed significant improvement in sales and profitability, also turning from loss to profit year-on-year [1] Strategic Focus - To concentrate on the grain and oil food processing main business, the company completed an asset swap with its controlling shareholder by the end of 2024, divesting subsidiaries primarily engaged in feed trading, which contributed to the decline in revenue [1]

Core Viewpoint - Jin Jian Rice Industry Co., Ltd. reported a significant turnaround in its financial performance for the first half of 2025, achieving approximately 1.574 billion yuan in revenue and a net profit of 11.66 million yuan, marking a year-on-year recovery from losses [1] Financial Performance - The company achieved a revenue of approximately 1.574 billion yuan and a net profit of 11.66 million yuan in the first half of 2025, indicating a successful turnaround [1] - The company has optimized its business structure and improved overall operational quality after completing asset restructuring [1] Business Strategy - Jin Jian Rice Industry is implementing a dual-track strategy of "optimizing existing stock + exploring new growth" across its business segments [1] - The subsidiary Hunan Yuxiang Food Co., Ltd. has also turned profitable in the first half of the year [1] - Hunan Xinyi Food Co., Ltd. launched several new products, generating revenue of 72.1 million yuan, a year-on-year increase of 343.75% [1] Marketing and Sales Channels - The company has seen a significant increase in viewership for its e-commerce live broadcasts [1] - Jin Jian Rice Industry has collaborated with local attractions to enhance online and offline engagement [1] - The brand has participated in major national exhibitions, showcasing its products at various trade fairs [1] Product Innovation - The company is accelerating the development of a core matrix of health products, aligning with national health strategies [2] - New product launches include a series of rice products and innovative jelly products, which have shown strong growth potential [2] Future Outlook - Jin Jian Rice Industry plans to continue focusing on its core grain and oil food business while enhancing quality and efficiency [2] - The company aims to strengthen its market competitiveness through innovation, refined operations, and compliance with food safety standards [2] - Jin Jian Rice Industry is committed to ESG governance and rural revitalization, aiming to enhance long-term shareholder returns [2]

证券代码：600127 证券简称：金健米业 编号：临 2025-42 号 金健米业股份有限公司 2025 年半年度主要经营数据的公告 单位：元 | 产品分项 | 2025 年 1-6 | 月营业收入 | 营业收入比上年同期增减（%） | | --- | --- | --- | --- | | 粮油食品 | | 1,307,009,591.58 | -6.29 | | 农产品贸易 | | 126,940,016.84 | -75.97 | | 乳品 | | 48,754,436.71 | -6.70 | | 休闲食品 | | 72,099,564.50 | 343.75 | | 其他 | | 6,937,681.66 | -88.47 | | 合计 | | 1,561,741,291.29 | -23.88 | 注：因公司于2024年12月与控股股东湖南粮食集团有限责任公司完成资产置换，故上年 同期的营业收入数据为追溯重述后数据，下同。 （2）主营业务收入按照销售模式分类情况 单位：元 | 销售模式 | 2025 年 | 1-6 月营业收入 | 营业收入比上年同期增减（%） | | --- | --- | -- ...

证券代码：600127 证券简称：金健米业 公告编号：临 2025-43 号 金健米业股份有限公司 关于 2025 年度"提质增效重回报"行动方案的 半年度评估报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 金健米业股份有限公司（以下简称"公司"、"上市公司"）为深入 贯彻党的二十大、二十届三中全会和中央金融工作会议精神，落实国务 院《关于加强监管防范风险推动资本市场高质量发展的若干意见》要求， 积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项 行动的倡议》，切实承担起高质量发展和提升自身投资价值的主体责任， 经公司于 2025 年 3 月 14 日召开的第九届董事会第三十七次会议审议通 过了《关于公司 2025 年度"提质增效重回报"行动方案的议案》，并于 2025 年 3 月 15 日在上海证券交易所网站（www.sse.com.cn）发布了《金 健米业股份有限公司关于 2025 年度"提质增效重回报"行动方案的公 告》（临 2025-08 号）。 半年以来，公司严格遵循方案部署，围绕行动方案的六大核心 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 证券代码：600127 证券简称：金健米业 编号：临 2025-41 号 金健米业股份有限公司（以下简称"公司"）第九届董事会第四 十三次会议于 2025 年 8 月 12 日发出了召开董事会会议的通知，会议 于 8 月 22 日以通讯方式召开，会议应到董事 7 人，实到董事 7 人。 董事长帅富成先生主持本次会议，全体董事以通讯方式出席会议，公 司高管以通讯方式列席会议，符合《公司法》和《公司章程》的规定。 金健米业股份有限公司 第九届董事会第四十三次会议决议公告 （二）审议通过了《关于公司 2025 年度"提质增效重回报"行 动方案的半年度评估报告》。 2025 年上半年，公司严格遵循"提质增效重回报"行动方案工 作部署，围绕行动方案的六大核心方向积极开展并落实相关工作，切 实履行国有控股上市公司实现高质量发展和提升自身投资价值的主 体责任。 公司《关于 2025 年度"提质增效重回报"行动方案的半年度评 估报告》的具体内容详见上海证券交易所网站（ww ...

Core Insights - The company reported a revenue of 1.574 billion yuan for the first half of 2025, a decrease of 24.96% year-on-year [1] - The net profit attributable to shareholders was 11.6639 million yuan, an increase of 14.3887 million yuan, marking a turnaround from loss to profit [1] Revenue and Profit Analysis - The decline in revenue is primarily attributed to the company's focus on its core grain and oil food processing business, with the divestment of the feed trading business completed by the end of 2024 [1] - The company achieved profitability in its noodle products business due to accelerated integration and improved management, alongside a decrease in raw material costs [1] - The leisure food business showed significant improvement in sales and profitability due to effective channel transformation, also achieving a turnaround to profitability [1] Operational Efficiency - The company has focused on enhancing operational efficiency and strengthening budget control, resulting in a year-on-year reduction in overall expenses [1]

公司代码：600127 公司简称：金健米业 金健米业股份有限公司 2025 年半年度报告 1 / 145 金健米业股份有限公司2025 年半年度报告 金健米业股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人帅富成、主管会计工作负责人黄思苗及会计机构负责人（会计主管人员）陈绍 红声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案。 不适用。 六、 前瞻性陈述的风险声明。 √适用 □不适用 报告中所涉及的未来计划、发展战略等前瞻性描述因存在不确定性，不构成公司对投资者的 实质承诺，敬请投资者注意投资风险。 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性？ 否 十、 重大风险提示。 公司已在本报告中详细描述公司可能存在的相关风险及其对策，敬请查阅第三节"管理层讨 论与分析"中关于"可能面对 ...

Core Viewpoint - The announcement details the change of the entrusted party for the equity custody of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Development Investment Group, which is part of the ongoing reforms in state-owned enterprises in Hunan Province [1][3]. Group 1: Equity Custody Matters - The company signed a supplementary agreement on August 4, 2025, to change the entrusted party for the 100% equity of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Group [1][3]. - The original equity custody agreement was signed on July 16, 2024, with a management period that lasts until a new written agreement is signed or the company legally acquires the equity [1][2]. Group 2: Financial Data of Hunan Edible Oil Group - As of December 31, 2024, Hunan Edible Oil Group had total assets of 290.52 million, total liabilities of 296.71 million, and a net asset of -6.19 million, with a net profit of -39.26 million for the year [2]. - As of July 31, 2025, the group reported total assets of 260.28 million, total liabilities of 279.94 million, and a net asset of -19.66 million, with a net profit of -1.35 million for the first seven months [2]. Group 3: Impact of the Supplementary Agreement - The change in the entrusted party does not affect the previously managed target company, and there is no new competition arising from the controlling shareholder or its affiliates, ensuring no significant impact on the company's operations or profitability [4].

Group 1 - The core revenue composition of Jinjian Rice Industry for the year 2024 is as follows: grain and oil processing accounts for 60.02%, agricultural product trading for 27.12%, import and export for 9.24%, dairy industry for 2.09%, and leisure food processing for 0.77% [1] Group 2 - On August 4, 2023, Jinjian Rice Industry announced a supplemental agreement to the equity custody agreement, changing the trustee of 100% equity of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Group, while other terms remain unchanged [3]