调研速递|西麦食品接受华鑫证券等54家机构调研 透露多项业务要点

Group 1 - The company recently held an online conference with 54 institutions, including Huaxin Securities, to discuss its strategic planning, performance, product structure, and channel expansion [1] - The former general manager Meng resigned due to health reasons, and the marketing head Sun took over; this change is not expected to significantly impact the company's future strategic execution [1] - The acquired company Desai Kanggu reported over 30 million in revenue for the first half of the year, a year-on-year increase of approximately 10%, and began to turn a profit in the second quarter [1] Group 2 - The compound oatmeal is the main growth driver, with new products like medicinal food series powder and Qibai Bazhen oatmeal selling well; product structure changes and raw material cost reductions have improved the company's gross margin [1] - The company is actively embracing new channels, with a new oatmeal porridge product entering Sam's Club and performing well; a new subsidiary, Bai Ruiji, has been established to focus on the high-end gift market [1] - Currently, the company primarily focuses on oatmeal-related products, with pure oatmeal showing stable growth and compound oatmeal growing rapidly with strong profitability; future development strategies will continue to incorporate medicinal food concepts [1]