十月稻田“主食+休食”战略见成效，2025年经调整净利润同比增长约57.6%至69.1%

Core Insights - The company, October Rice Field, anticipates a significant increase in adjusted net profit for 2025, projected between RMB 550 million to RMB 590 million, representing a growth of approximately 57.6% to 69.1% compared to 2024, indicating strong growth momentum [1] Group 1: Strategic Positioning and Business Development - In 2025, the company upgraded its strategic positioning from a "kitchen food enterprise" to an "innovator in the family food industry," focusing on modern family health and convenience through a "staple + leisure food" product matrix [3] - The core rice business has seen steady revenue growth and improved profit quality through continuous optimization of product structure and an increased sales proportion of high-end products [3] - The company has successfully developed a second growth curve represented by corn products, expanding traditional staples into popular leisure foods, enhancing its resilience and laying a solid foundation for sustainable development [3] Group 2: Channel Strategy and Supply Chain Management - The company has established a robust competitive advantage through efficient omni-channel operations and solid supply chain management, integrating online and offline channels to maintain market position [4] - Strategic partnerships with premium retail terminals have expanded market coverage, demonstrating the company's keen market insight and adaptability to changing consumer purchasing habits [4] - The establishment of six industrial bases in high-quality grain-producing areas ensures stable supply and quality control, creating significant efficiency advantages and cost optimization [6] Group 3: Market Outlook and Investor Sentiment - Following the profit forecast, the company announced a share buyback plan of up to HKD 100 million, reflecting confidence in its business development and growth potential [6] - Multiple brokerage firms have expressed optimism about the company's future, highlighting its growth driven by health-conscious consumption trends and innovative operational strategies [6] - The company aims to enhance brand influence and competitiveness while providing healthy, high-quality, and safe family food to Chinese consumers, focusing on long-term sustainable growth [7]