Core Insights - The article highlights the strong performance of October Rice Field Group Co., Ltd. in the context of a growing health food market, with significant increases in revenue and profit margins [1][5]. Financial Performance - The company reported a revenue of 3.064 billion yuan, representing a year-on-year growth of 16.9% [1]. - Adjusted net profit reached 294 million yuan, a substantial increase of 97.7% compared to the previous year [1]. - The net profit margin improved from 5.7% in the same period last year to 9.6% [1]. Product Strategy - Core product categories showed steady growth, with rice products generating 2.066 billion yuan in revenue, up 21.0% year-on-year [2]. - The corn category generated 433 million yuan, while revenue from grains, beans, and other products increased by 29.3% to 274 million yuan [2]. - The company is focused on becoming a household food innovation expert, addressing diverse consumer needs through product innovation in healthy and convenient food options [2]. Channel Strategy - The company optimized its channel structure, with online channel revenue at 1.837 billion yuan, accounting for 60.0% of total revenue [4]. - Revenue from modern supermarkets reached 496 million yuan, increasing its share to 16.2% due to expanded product offerings [4]. - Direct customer revenue grew by 75.1% to 563 million yuan, reflecting increased brand recognition and sales from agricultural product companies [4]. Brand Development - In 2025, the company redefined its brand positioning as a "household food innovation brand" and updated its brand slogan [5]. - The company employed a dual-driven model of "traffic + content" for marketing, enhancing brand influence through various high-visibility campaigns [5]. - October Rice Field has served 140 million Chinese households and has maintained leading sales in Northeast rice and corn categories for several consecutive years [5].

在健康饮食理念不断深化的背景下，食品市场迎来了新一轮发展机遇。8月28日，家庭食品创新企业十月稻田公布了2025年中期业绩报告，多项核心指标表 现亮眼。数据显示，报告期内集团实现营业收入30.64亿元，同比增长16.9%；经调整净利润达2.94亿元，同比大幅增长97.7%；净利润率也由去年同期的 5.7%提升至9.6%，盈利能力显著提升。 全渠道战略深化，渠道效率与覆盖双提升 十月稻田持续优化渠道结构，推动盈利质量稳步提升。从半年报来看，在线渠道收入18.37亿元，占总收入的60.0%，依然是主要收入来源；现代商超渠道收 入4.96亿元，占比增加至16.2%，主要由于持续深耕现代商超渠道,扩充品类；直接客户收入5.63亿元，同比增加75.1%，半年报中显示由于品牌认可度提升, 企业及个人客户的销量增加,来自农产品公司的销售收入有所增加；经销网络收入1.68亿元，同比增加29.8%，反映了公司在报告期内持续开拓经销渠道。 来源，十月稻田官方账号 据了解，十月稻田已建成广泛覆盖的全渠道生态，持续加强与山姆、胖东来等高势能渠道的合作，并积极布局小象超市、朴朴超市、叮咚买菜等即时零售平 台，为未来业绩增长开辟新空间。 ...