SCMF(SZ:000731) Sou Hu Cai Jing·2026-01-08 18:55Core Viewpoint - Sichuan Meifeng (000731) is facing challenges in its business operations due to the transition of its parent company, Sichuan Meifeng Group, towards Sichuan Meiqing, which may impact its market position and profitability [2][3]. Group 1: Company Performance - As of January 8, 2026, Sichuan Meifeng's stock closed at 6.68 yuan, with a slight increase of 0.15%, a turnover rate of 0.82%, a trading volume of 44,800 shares, and a transaction amount of 29.84 million yuan [1]. - The company is expected to have daily related transactions amounting to 2.286 billion yuan in 2026, with nearly 100% of these transactions involving the Sinopec system [5]. Group 2: Management and Strategy - The company acknowledges the "pain of transformation" as a necessary process for upgrading and improving quality, indicating a focus on industry transformation [3]. - There are concerns regarding the overlap of business between Sichuan Meifeng and Sichuan Meiqing, with investors questioning the management's focus on the latter [2][3]. Group 3: Investor Relations - The company has received suggestions from investors regarding innovative strategies, such as a "buy stock and receive fertilizer" program, but has not implemented these ideas due to product characteristics and customer demographics [5]. - The management has been urged to consider the rapid development of smart robotics and flexible electronics, indicating potential areas for future investment or collaboration [5]. Group 4: Market Sentiment - On January 8, the net outflow of main funds was 1.8575 million yuan, while retail investors saw a net inflow of 1.5592 million yuan, reflecting mixed market sentiment towards the company's stock [6].