Core Insights - The company reported a revenue of 735 million yuan for the first half of 2025, with a significant improvement in net cash flow from operating activities amounting to 62.84 million yuan year-on-year [2] - The company is focusing on a strategy of "channel deepening + product innovation" to enhance its market presence and brand development [2] Group 1: Channel Development - The company is deepening its core business in "group meals + halal" by providing standardized ingredient supply chain services to over 200 schools and enterprises in more than 30 cities nationwide through a "central kitchen + smart dining" model [2] - The company is collaborating with the government of Gansu's Linxia Hui Autonomous Prefecture to establish a food production and supply base targeting Central Asia and Central and Eastern Europe, leveraging local beef and lamb resources to launch the "Hezhou Flavor" product series [2][3] Group 2: Sales Network and International Expansion - The company is accelerating its network expansion to cover community stores and fast-food outlets while significantly developing live e-commerce, creating a synergy between offline distribution and online sales [3] - Recent collaborations with Saudi Arabia's Meilinda International Group focus on supply chain cooperation, product customization, halal food certification, and cross-border logistics integration, with positive feedback on the company's intelligent production line and quality control system [3] Group 3: Product Development and Brand Building - The company has been recognized as one of the top 100 pre-made food producers in China for 2024, with its "Twenty-Four·Jishan Fang" five-season black-bone chicken soup ranking in the top 3 for functional pre-made dishes [3] - The company has developed over 1,000 pre-made dishes across frozen, chilled, and ambient series, utilizing digital management for quality traceability [3] Group 4: Future Outlook - The company plans to increase investments in the pre-made food sector as industry standardization accelerates, aiming to solidify its business layout centered on "group meals + ethnic specialty foods" and deepen economic cooperation with countries along the Belt and Road Initiative [4]
惠发食品2025年上半年营收7.35亿元,持续发力市场拓展与渠道建设