Core Viewpoint - October Rice Field is a leading and rapidly growing household food company in China, known for brands like October Rice Field and Chaihuo Dayuan, maintaining sales leadership in rice and corn [1] Group 1: Business Performance - The company reported Q3 2025 revenue of 1.74-1.82 billion yuan, a year-on-year increase of 25.7%-31.5%, and operating profit of 135-150 million yuan, up 71.5%-90.5% [1] - Revenue growth accelerated, driven by the launch of new products like corn juice packs and brown rice balls on Douyin, and strong performance in direct customer sales during the Mid-Autumn Festival [1][2] - The company’s operating profit increased by 81% in Q3 2025, with an operating profit margin of 8.0%, up 2.3 percentage points year-on-year, attributed to lower raw material costs and a shift towards higher-margin products [2] Group 2: Product and Channel Development - The company is expanding its product range and channel penetration, focusing on "staple food + snack food" strategy, with plans to deepen corn product offerings across all channels in 2025 [1] - New product launches include collaborations with popular actors and the introduction of various rice products in Sam's Club, enhancing brand recognition and channel partnerships [2] - The company’s products are increasingly available in offline channels like Hema, Tianhong Supermarket, and JD Convenience Stores, indicating a continuous improvement in offline momentum [2] Group 3: Future Outlook - The company is expected to enter a new growth phase, with projected revenues of 6.994 billion, 8.369 billion, and 9.836 billion yuan for 2025, 2026, and 2027, respectively, reflecting year-on-year growth rates of 21.73%, 19.67%, and 17.53% [3] - Net profit forecasts for the same years are 631 million, 796 million, and 974 million yuan, with significant growth rates of 208.62%, 26.23%, and 22.36% [3] - The company’s brand has premium pricing power, and as reliance on rice revenue decreases, a revaluation of the company’s overall value is anticipated [3]

Core Viewpoint - The company is poised for growth driven by health and convenience food trends, with a strategic focus on "staple + leisure food" and ongoing efforts in product diversification and channel penetration [1] Financial Performance - The company anticipates revenue for Q3 2025 to be approximately RMB 1.74 billion to 1.82 billion, representing a year-on-year growth of about 25.7% to 31.5% compared to Q3 2024 [1] - The expected operating profit for Q3 2025 is projected to be around RMB 135 million to 150 million, indicating a year-on-year increase of approximately 71.5% to 90.5% compared to Q3 2024 [1] Strategic Initiatives - The company is enhancing brand momentum through the "new rice season" marketing campaign and is accelerating the expansion into modern supermarket systems and direct customers [1] - The strategic layout includes the development of instant retail platforms to seize market opportunities and drive sustained growth [1]

Core Viewpoint - The company, 十月稻田, is poised for significant growth driven by health and convenience food trends, with strategic initiatives in product diversification and channel expansion [1] Financial Performance - For the third quarter of 2025, the company expects revenue to be approximately RMB 1.74 billion to RMB 1.82 billion, representing a year-on-year growth of about 25.7% to 31.5% compared to the third quarter of 2024 [1] - The operating profit for the same period is projected to be around RMB 135 million to RMB 150 million, reflecting a year-on-year increase of approximately 71.5% to 90.5% compared to the third quarter of 2024 [1] Strategic Initiatives - The company is focusing on a "main food + leisure food" strategy, enhancing brand momentum through integrated marketing activities during the "new rice season" [1] - There is an accelerated expansion into modern supermarket systems and direct customer channels, along with a strategic layout for instant retail platforms to seize market opportunities and drive sustained growth [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Shiyue Daotian Group Co., Ltd. 9676 自願公告 2025年第三季度最新業務情況 本公告由十月稻田集團股份有限公司（「本公司」），連同其附屬公司統稱「本集團」）自願刊 發，旨在告知本公司股東（「股東」）及潛在投資者本集團最新業務更新。 本公司董事會（「董事會」）謹此知會股東及潛在投資者，根據本集團現時可得資料所作出 之初步評估，得益於健康與便捷飲食趨勢帶來的發展機遇，本集團立足「主食+休食」進行 戰略佈局，在產品多元化與渠道滲透拓展等方面持續發力，本集團於2025年第三季度錄 得收入（未經審核或審閱）約人民幣1,740百萬元至人民幣1,820百萬元，較2024年第三季度 同比增長約25.7%至31.5%，經營利潤（未經審核或審閱）約人民幣135百萬元至人民幣150 百萬元，較2024年第三季度同比增長約71.5%至90.5%。 隨著「新米季」整合行銷活動開展，品牌勢能持續 ...