Core Viewpoint - The announcement details the share reduction plan by the actual controllers and their concerted actors of Guilin Ximai Food Co., Ltd, indicating a planned reduction of shares totaling 1% of the company's total share capital within three months after a 15-day notice period [1][2][3]. Shareholder Information - The shareholder Hezhou Tongmai holds 4,618,988 shares, representing 2.07% of the total share capital, and plans to reduce 351,065 shares (0.16%) [1][2]. - Actual controllers XIE LILING and JI LI each hold 4,515,168 shares (2.02%) and plan to reduce 381,000 shares (0.17%) and 500,000 shares (0.22%) respectively [2][3]. - Concerted actors Xie Shiyi and Xie Yuling each hold 4,515,168 shares (2.02%) and plan to reduce 500,000 shares (0.22%) each [2][3]. Reduction Plan Details - The total number of shares to be reduced by the mentioned parties is 1% of the company's total share capital [2][3]. - The reduction will occur through centralized bidding transactions within three months after the 15-day notice period starting from the announcement date [3][6]. Compliance and Commitments - The shareholders have committed to not transferring or managing their shares for 36 months post-IPO and have outlined conditions for any future reductions [4][5]. - The shareholders have adhered to their commitments and have not violated any prior agreements regarding share transfers [6].

证券代码：002956 证券简称：西麦食品 公告编号：2025-027 桂林西麦食品股份有限公司 关于公司实际控制人及其一致行动人减持计划 的预披露公告 公司股东贺州铜麦、公司实际控制人 XIE LILING、JI LI 及其一致行动 人谢世谊和谢玉菱保证向本公司提供的信息真实、准确、完整、没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 公司股东贺州铜麦企业管理咨询中心（有限合伙）（以下简称"贺州铜麦"） 持有公司股份 4,618,988 股（占公司总股本的比例为 2.07%），公司实际控制人 谢庆奎担任其执行事务合伙人及普通合伙人。贺州铜麦计划在公告之日起 15 个 交易日后的 3 个月内以集中竞价交易方式减持公司股份 351,065 股（占公司总股 本比例 0.16%）。 公司实际控制人XIE LILING和JI LI持有公司股份数量分别为4,515,168股、 4,515,168 股（占公司总股本的比例分别为 2.02%、2.02%）。XIE LILING 和 JI LI 计划在公告之日起 15 个交易日后的 3 个月内以集中竞价 ...

Group 1 - The company Xi Mai Food (002956) announced that its shareholders Hezhou Tongmai, actual controllers Xie Liling, Ji Li, and their concerted actors Xie Shiyi and Xie Yuling plan to reduce their holdings of company shares through centralized bidding within three months after 15 trading days from the announcement date [1] - Hezhou Tongmai intends to reduce 351,100 shares, accounting for 0.16% of the total share capital of the company [1] - Xie Liling and Ji Li plan to reduce 381,000 shares and 500,000 shares respectively, representing 0.17% and 0.22% of the total share capital [1] - Xie Shiyi and Xie Yuling each plan to reduce 500,000 shares, which also accounts for 0.22% of the total share capital [1] - The total number of shares to be reduced does not exceed 1% of the company's total share capital, with the reason for the reduction being personal or corporate funding needs, and the implementation of the reduction plan carries uncertainty [1]

证券代码：002956 证券简称：西麦食品 公告编号：2025-026 桂林西麦食品股份有限公司 2024 年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有 虚假记载、误导性陈述或重大遗漏。 桂林西麦食品股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 2024 年度股东大会审议通过了《关于< 2024 年度利润分配预案>的议案》。现将 权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 1、公司 2024 年度股东大会审议通过的利润分配方案具体内容为：公司以实 施权益分派股权登记日总股本为基数，向全体股东每 10 股派发现金红利人民币 4.176 元（含税），不送红股，不以资本公积金转增股本。分配方案公布后至实 施前，公司总股本由于股份回购、股权激励、再融资新增股份上市等原因而发生 变化的，公司将按分配比例不变的原则，相应调整分配金额。 2、自 2024 年度利润分配方案披露至实施期间，公司股本总额未发生变化。 3、本次实施的分配方案与股东大会审议通过的分配方案及其调整原则一致。 4、本次实施分配预案距离股东大会审议通过的时间未超过两个月。 ...

西麦食品 20250616 摘要 新消费品类涌现，线上抖音电商红利和线下会员超市、零食量贩店高速 增长，原材料成本下降带来利润增长空间，推动传统食品饮料企业发展。 西麦食品受益于健康养生需求，产品结构升级和渠道创新，燕麦原料成 本下降周期提升营收和利润增速。 燕麦行业规模快速增长，复合增长率接近 10%，突破百亿规模。产品结 构从纯燕麦转向复合燕麦，吸引年轻消费者，消费场景从早餐扩展到下 午茶、零食烘焙等，创造新的市场需求。 燕麦行业竞争格局呈现双寡头特点，西麦食品市占率约 25%，桂格市占 率约 22%，两者合计市占率达 50%。西麦食品精准把握国内消费者口 味变化趋势，产品结构调整和创新能力突出，渠道开拓能力强。 西麦食品构建多元化产品矩阵，复合燕麦是近几年增速最快的业务， 2024 年收入占比约 45%，超过纯燕麦成为公司第一大板块业务。纯燕 麦片通过高端有机燕麦等新品开发，保持稳步增长趋势。 西麦食品推出酸奶骨钙、蛋白粉、口服液以及即食类的花椒燕窝粥等新 产品。酸奶骨钙由收购子公司德赛康谷贡献收入，蛋白粉和口服液面向 中老年人及养生群体，花椒燕窝粥市场表现良好。 Q&A 新消费趋势对食品饮料行业的影响 ...

Group 1 - The core viewpoint of the article highlights that Qushi Asset has conducted research on Ximai Food, focusing on its future development in the oatmeal health food sector and strategies to enhance market share and sales channels [1] - Ximai Food plans to continue developing oatmeal health products over the next three years, aiming to consolidate market share and expand both online and offline channels [1] - The company is adjusting its e-commerce product structure and sales methods to improve profit margins, while also developing new products based on market demand, particularly in meal replacement and functional product categories [1] Group 2 - Ximai Food is actively responding to channel changes and achieving sales growth through a multi-channel approach [1] - The company uses high-quality Australian oats and is gradually increasing the use of domestic oats in its products [1]

Core Viewpoint - Ximai Foods, known as "China's Oatmeal First Stock," has outlined its plans for the next 3-5 years, focusing on health food centered around oats and expanding its market share, particularly in the cold oatmeal sector and the broader health industry [1][3] Group 1: Company Performance - Ximai Foods aims to achieve a 15% revenue increase by 2025, despite facing a declining net profit margin over the past five years [1][3] - From 2019 to 2024, Ximai Foods' revenue grew from 973 million to 1.896 billion, while net profit margin decreased from 16.18% to 7.02% [3][4] Group 2: Cost Pressures - The company is experiencing significant cost pressures, particularly due to rising raw material costs, with a 27.13% increase in operating costs in 2024, outpacing the 20.16% revenue growth [4][5] - Ximai Foods relies heavily on Australian oats, which constitute about 90% of its raw material supply, making it vulnerable to price fluctuations and supply issues [4][5] Group 3: Strategic Initiatives - To mitigate costs, Ximai Foods plans to increase the use of domestic oats and is developing a stable supply chain, including a new production base in Zhangbei [4][5] - The company is diversifying its product offerings by entering the health sector, launching various protein powders and beverages, although these new products currently contribute a small percentage to total revenue [6][7] Group 4: Market Challenges - The overall oatmeal market is experiencing slowed growth, with a significant decline noted in 2022, prompting Ximai Foods to seek new growth avenues in the health sector [6][7] - The competitive landscape in the health market is intense, with established players dominating, posing challenges for Ximai Foods as a new entrant [7][8]

证券代码：002956 证券简称：西麦食品 桂林西麦食品股份有限公司投资者关系活动记录表 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 活动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 □其他（线上交流会） | | 称及人员 | 方正证券、光大证券、国海证券、东北证券、中银国际证券、平安证券、华鑫 商证券、广发证券； | | | 证券、国泰海通证券、开源证券、长江证券、财通证券、德邦证券、东吴证券、 | | | 华泰证券、中信建投证券、东方财富、中金公司 、民生证券、华西证券、招 | | 参与单位名 | 长信基金、博时基金、长安基金、国寿安保、趣时资产、招银理财、诺安基金、 | | | 墩和资管、华夏基金、兴业资管、华夏基金、华泰柏瑞、万家基金、华富基金、 | | | 开源资管、鹏华基金、银华基金、安信基金、博道基金、工银瑞信、易方达、 | | | 安信基金、泉果基金、华泰资产、太保资产、慎知资产、Dymon Asia、新华基 | | | 金、启泰基金、平安基金、理臻投资。 | | | 等投资者 人 62 | | 时间 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The new consumption concept is prominent, with incremental market and "self-satisfaction" consumption providing growth momentum. The food and beverage index fell by 1.1% from June 2 to June 6, ranking 27th among primary sub-industries, underperforming the CSI 300 by approximately 1.9 percentage points. Sub-industries such as snacks (+4.6%), health products (+1.7%), and meat products (+1.1%) performed relatively well. Companies with new consumption concepts in the food and beverage sector showed good growth, particularly those expanding into new channels, new product categories, or new markets [4][11][12]. Summary by Sections Weekly Viewpoints - The food and beverage index experienced a decline of 1.1%, ranking 27th out of 28 industries, and underperformed the CSI 300 by about 1.9 percentage points. The snack, health product, and meat product sectors showed relative strength [11][12]. Market Performance - The food and beverage sector's index fell by 1.1%, with snacks, health products, and meat products leading in performance. Individual stocks such as Junyao Health, *ST Spring, and Huabao shares saw significant gains, while companies like Kuaijishan, ST Jia Jia, and Lihai Food faced declines [12][16]. Upstream Data - Some upstream raw material prices have decreased. For instance, the price of whole milk powder was $4,173 per ton, down 3.7% month-on-month but up 20% year-on-year. The domestic fresh milk price was 3.1 yuan per kilogram, down 0.3% month-on-month and down 8.4% year-on-year [17][21]. Alcohol Industry News - Kuaijishan's "One Day One Smoke" sparkling yellow wine has begun its招商 (investment promotion). The beer production from large-scale enterprises in China for the first four months of 2025 was 11.44 million kiloliters, a year-on-year decrease of 0.6%. However, April's production showed a year-on-year increase of 4.8%, indicating a recovery trend in the sector [40][41]. Memorandum - Attention is drawn to the shareholder meeting of New Dairy Industry scheduled for June 10, 2025. Four companies will hold shareholder meetings, and two companies will have restricted shares released [42][43]. Recommended Portfolio - The recommended stocks include Shanxi Fenjiu, Guizhou Moutai, and Ximai Food. Shanxi Fenjiu faces short-term demand pressure but has high medium-term growth certainty. Guizhou Moutai is focusing on sustainable development and increasing dividend rates. Ximai Food is experiencing steady growth in its oatmeal business and is rapidly expanding new channels [5][44].

Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]