冷食燕麦市场

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西麦食品(002956) - 002956西麦食品投资者关系管理信息20250613
2025-06-13 09:28
Group 1: Company Development Plans - The company aims to maintain its position as the leading player in the oat industry over the next 3-5 years, focusing on health food products primarily based on oats [1][2] - Plans to expand into the cold oat food market and develop new health products [2][3] - The company will enhance its offline channel dominance while adapting to new channel trends [2][5] Group 2: E-commerce Strategy - The company has seen rapid growth in sales on the Douyin platform and is adjusting its product structure to include higher value-added products [2][3] - Strategies to optimize sales methods on e-commerce platforms include adjusting the ratio of live broadcasts and influencer promotions [2][3] Group 3: Product Development and Consumer Trends - New product development will focus on meal replacement and functional needs, responding to the growing demand in these segments [3][4] - The company is shifting its target demographic from primarily older consumers to include younger consumers, with over 35% of buyers aged 30-40 and about 10% aged 18-25 [3][4] Group 4: Channel Adaptation - Despite a decline in offline supermarket traffic, the company continues to experience growth in offline sales by embracing channel changes [4][5] - The company is leveraging community, private domain, and membership warehouse channels to achieve rapid sales growth [5] Group 5: Raw Material Sourcing - The company uses Australian oats due to their high quality and mature supply chain, while gradually increasing the use of domestic oats [5] - A new oat production base in Zhangbei is set to enhance the integration of planting, grain collection, and processing [5]