Core Insights - The company reported a total revenue of 1.149 billion yuan for the first half of 2025, marking a year-on-year increase of 18.07% and ranking 6th among disclosed peers [1] - The net profit attributable to shareholders reached 81.4871 million yuan, up 22.46% year-on-year, ranking 5th among peers [1] - Operating cash flow increased by 71.57% year-on-year to 69.3026 million yuan, achieving a continuous increase for two years [1] Financial Performance - The latest asset-liability ratio stands at 25.24%, ranking 6th among peers [3] - The gross profit margin is 43.59%, ranking 2nd, with an increase of 1.07 percentage points compared to the same period last year [3] - Return on equity (ROE) is 5.40%, ranking 4th, with a year-on-year increase of 1.03 percentage points [3] - The diluted earnings per share (EPS) is 0.37 yuan, up 23.33% year-on-year, ranking 3rd among peers [3] - Total asset turnover ratio is 0.54 times, ranking 2nd, with a year-on-year increase of 9.15% [3] - Inventory turnover ratio is 2.67 times, with a year-on-year increase of 2.12% [3] Shareholder Structure - The number of shareholders is 11,300, with the top ten shareholders holding 132 million shares, accounting for 58.98% of the total share capital [3] - The largest shareholder is Guilin Ximai Sunshine Investment Co., Ltd., holding 21.1% of shares [3]

Group 1 - Ximai Food (002956.SZ) released its 2025 semi-annual report on August 26, 2025, indicating that 38 institutional investors hold a total of 130 million shares, accounting for 58.15% of the total share capital [1] - The top ten institutional investors collectively hold 53.47% of the shares, with a 0.52 percentage point increase compared to the previous quarter [1] - The report highlights the presence of significant institutional investors, including Guilin Ximai Sunshine Investment Co., Ltd. and Guangxi Hezhou Shijia Investment Co., Ltd. [1] Group 2 - In the public fund sector, one fund, Baodao Huitai Preferred Mixed A, increased its holdings by 0.25%, while six funds reduced their holdings by a total of 0.43% [2] - A total of 25 new public funds disclosed their holdings in Ximai Food, including Huaxia Anyang 6-Month Holding Period Mixed A and Manulife Consumer Dividend Index A [2] - One new social security fund, Guotai Fund Management Co., Ltd. - Social Security Fund 2004 Portfolio, disclosed its holdings in Ximai Food [2]

Core Insights - The company reported a revenue of 1.149 billion yuan for the first half of 2025, representing a year-on-year growth of 18.07% and a net profit attributable to shareholders of 81 million yuan, up 22.46% year-on-year [1] - The company is focusing on product innovation and channel expansion, particularly in the health sector, with a new health technology company established in August [3] Financial Performance - For the first half of 2025, the gross margin was 43.59%, an increase of 1.07 percentage points year-on-year, while the second quarter gross margin was 43.50%, up 2.64 percentage points year-on-year [2] - The company’s net profit margin for Q2 2025 was 5.46%, a slight increase of 0.18 percentage points year-on-year [2] Product and Regional Performance - In the first half of 2025, revenue from compound oatmeal grew by 27.6%, while pure oatmeal revenue increased by 13.2% [1] - The southern region generated 683 million yuan in revenue, a year-on-year increase of 20.14%, while the northern region saw a revenue increase of 13.34% [1] Strategic Initiatives - The company is enhancing its product structure by focusing on high-performing products such as organic and milk oatmeal, with compound oatmeal growing faster than pure oatmeal [3] - The company is expanding its sales channels, including offline networks and emerging channels like community group buying [3] Future Outlook - Revenue projections for 2025-2027 are estimated at 2.290 billion, 2.741 billion, and 3.309 billion yuan, with respective year-on-year growth rates of 20.78%, 19.69%, and 20.73% [3] - Expected net profits for the same period are projected at 170 million, 225 million, and 280 million yuan, with growth rates of 27.77%, 32.25%, and 24.25% respectively [3]

（企业公告） 8月25日，西麦食品发布2025年半年报。当中披露，2025年上半年，公司实现营业收入11.49亿元，同比 增长18.07%，经营业绩创历史新高，半年度营收首次突破10亿大关；实现归属净利润8148.71万元，同 比增长22.46%。 ...

证券日报网讯 8月25日晚间，西麦食品发布公告称，公司聘任孙红艳女士为公司新任总经理。 （文章来源：证券日报） ...

北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月25日，西麦食品发布2025年半年报，报告期内，公司 实现营业收入11.49亿元，同比增长18.07%；实现归母净利润8148.71万元，同比增长22.46%。 ...

截至发稿，西麦食品市值为52亿元。 2025年1至6月份，西麦食品的营业收入构成为：食品制造业占比96.56%，其他业务占比3.44%。 每经AI快讯，西麦食品（SZ 002956，收盘价：23.13元）8月25日晚间发布公告称，桂林西麦食品股份 有限公司总经理孟祥胜先生因健康原因申请辞去公司总经理职务，孟祥胜先生总经理职务的原定任期为 2023年8月16日至2026年5月30日。辞去公司上述总经理职务后，孟祥胜先生将在公司担任战投委员会负 责人职务。聘任孙红艳女士为公司新任总经理。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 胡玲） ...

智通财经APP讯，西麦食品(002956.SZ)发布2025年半年度报告，该公司营业收入为11.49亿元，同比增 长18.07%。归属于上市公司股东的净利润为8148.71万元，同比增长22.46%。归属于上市公司股东的扣 除非经常性损益的净利润为7776.61万元，同比增长24.24%。基本每股收益为0.37元。 ...

智通财经APP讯，西麦食品(002956.SZ)发布2025年半年度报告，该公司营业收入为11.49亿元，同比增 长18.07%。归属于上市公司股东的净利润为8148.71万元，同比增长22.46%。归属于上市公司股东的扣 除非经常性损益的净利润为7776.61万元，同比增长24.24%。基本每股收益为0.37元。 ...

桂林西麦食品股份有限公司 财务报告及财务报表 （未经审计） 二○二五年半年度 桂林西麦食品股份有限公司 财务报告及财务报表 （2025 年 01 月 01 日至 2025 年 06 月 30 日止） | 目录 | 页次 | | | --- | --- | --- | | 财务报表 | | | | 合并资产负债表和母公司资产负债表 | | 1-4 | | 合并利润表和母公司利润表 | | 5-6 | | 合并现金流量表和母公司现金流量表 | | 7-8 | | 合并所有者权益变动表和母公司所有者权益变动表 | | 9-12 | | 财务报表附注 | | 1-118 | 审计报告 第1页 桂林西麦食品股份有限公司 合并资产负债表 2025年6月30日 （除特别注明外，金额单位均为人民币元） | 资产 | 附注五 | 期末余额 | 上年年末余额 | | --- | --- | --- | --- | | 流动资产： | | | | | 货币资金 | (一) | 186,035,976.24 | 268,619,924.67 | | 结算备付金 | | | | | 拆出资金 | | | | | 交易性金融资产 | ( ...