Core Viewpoint - The company reported a significant decline in both revenue and net profit for the first half of the year, indicating ongoing challenges in its core business segment of bread and pastries [2][3]. Financial Performance - The company achieved a revenue of 2.61 billion yuan, a decrease of 13.55% compared to the same period last year [3]. - The net profit attributable to shareholders was 203.83 million yuan, down 29.7% year-on-year [3]. - Total profit decreased by 27% to 271.53 million yuan [3]. - The cash flow from operating activities showed a slight decline of 0.9% [3]. Business Segment Analysis - The bread and pastry segment generated revenue of 2.58 billion yuan, down from 2.98 billion yuan, a reduction of 400 million yuan [3][4]. - The production and sales volume of the bread and pastry category are decreasing, while inventory has increased by 19.42% [4]. Capacity Expansion - Despite the increase in inventory, the company is expanding its production capacity, with 24 production bases in operation and 2 under construction [4]. - The new production bases in Shanghai and Foshan are designed to have capacities of 30,000 tons and 69,000 tons, respectively [4]. Regional Performance - The company reported losses in the East and South China regions, with revenues of 845 million yuan and 181 million yuan, respectively, both showing declines compared to the previous year [4]. Distribution Channels - The company utilizes both direct sales and distribution through dealers, targeting large chain supermarkets and smaller local stores [4]. - The total number of national distributors decreased to 971, a reduction of 9 compared to the previous year [5].

Company Overview - Shenzhen Maixuan Food Co., Ltd. originated from a bakery established in 1932 in Yuen Long, Hong Kong, and was officially registered in 2002 after being set up by the fourth generation of the Zhuang family in Shenzhen [4] - The company focuses on traditional Chinese festive foods and innovative pastries, including mooncakes, rice dumplings, and wedding cakes, and has obtained multiple food safety certifications such as ISO9001, ISO22000, and HACCP [4] - Maixuan is recognized as the largest mooncake producer in Shenzhen, with modern production bases covering an area of 72,000 to 76,000 square meters [4] - The brand "Maixuan" has received accolades such as "Shenzhen Old Brand" and "Guangdong Old Brand," and has won gold awards at the Shenzhen Mooncake Festival multiple times [4] Job Opportunities - The company is hiring for various positions, including Product Manager and Sales Director, with specific responsibilities and requirements outlined for each role [5][9] - The Product Manager role involves market research for festive products, product design, promotional material creation, and sales training, requiring a bachelor's degree and at least three years of relevant experience [6][7] - The Sales Director position requires over ten years of experience in the food industry, with a focus on managing teams and developing sales strategies, offering a comprehensive monthly income of 40,000 to 70,000 [9][12] Compensation and Benefits - The Product Manager position offers a monthly salary ranging from 12,000 to 20,000, along with project-based bonuses and benefits including social insurance and housing [8] - The Sales Director role includes a competitive salary package with similar benefits, emphasizing the company's commitment to employee welfare [9][12] Location - The company's operations are based in the Songgang Street, Bantian District, Shenzhen, Guangdong Province [10]

桃李面包交出一份营收、净利双下滑的半年成绩单。桃李面包近日发布的财报显示，今年上半年营收同 比下降13.6%，归母净利润同比下降29.7%。对于上半年营收利润双降的原因，桃李面包并未在财报中 给出明确解释。细看财报可以发现，在业务层面，作为桃李面包核心业务的面包及糕点品类收入出现下 滑。在渠道层面，其东北、华东、华北三大核心市场营收也全面下降……当下的桃李面包正面临产品与 渠道双重考验。 桃李面包主要销售模式为"中央工厂+批发"模式。过去几年，桃李面包在短保面包市场有着一定的地 位，根据《2024年短保面包行业白皮书》信息，2023年，桃李面包以35%的市场份额位居中国短保面包 市场第一位。 但随着近几年短保面包市场竞争愈发激烈，桃李面包也面临不小挑战。知名战略定位专家、福建华策品 牌定位咨询创始人詹军豪在接受北京商报记者采访时表示，桃李面包的"中央工厂+批发"模式能通过规 模效应控制成本。但如今短保面包市场强敌环伺，不仅有宾堡、曼可顿、盼盼、美焙辰等烘焙品牌争夺 市场，还有诸多商超以及"前店后厂"式的烘焙店纷纷加入竞争，桃李面包优势正被新兴品牌稀释。 或许意识到上述问题，桃李面包也在尝试布局健康导向的新产品 ...

东京烘焙职业人为全国烘焙职人提供免费的招聘信息，希望能帮助到找工作的职人们，也欢迎有招聘需求的店铺和企业与我们联系。 都可以发送相关资料。 门店企业想发布招聘信息，烘焙职人找工作， 微信号码：kx18963668013，会有专员对接！ 关于企业 麦轩食品 公司简介： 深圳市麦轩食品有限公司起源于 1932年香港元朗五合街的 麦轩 饼店， 1993年由 庄氏家族 第四代传人在深圳设立食品工厂， 2002年正式注册成立公司。企 注于中式传统节庆食品及创新糕点，涵盖月饼、粽子、喜饼等品类，并通过ISO9001、ISO22000及HACCP等多项食品安全认证 。公司自建 有深圳宝安、深汕 合作区两个 现代化生产基地，厂房面积达 7 .2万至 7 .6万平方米， 据《深圳特区报》报道，公司目前为深圳最大月饼生产企业， 拥有自主研发团队和全封闭 车间。 公司 品牌 "麦轩"曾获"深圳老字号" "广东老字号" 并在深圳月饼节多次斩获金奖 。 招聘岗位： 产品经理 岗位职责： 1、年龄25~45岁，男女不限； 2、大学本科以上学历，有市场营销或食品相关专业知识背景； 3、有市场营销或食品相关专业的从业背景，拥有3年以上工作经 ...

半年报中提及，报告期内，公司积极应对市场消费趋势的变化，通过深耕东北、华北等成熟市场，进一 步提升渠道下沉力度，挖掘细分市场潜力。同时，在华东、华南等核心市场加快布局优化，逐步形 成"核心区域稳中求进，潜力市场强势突破"的双轮驱动战略。面向西南、新疆等新兴市场，公司持续推 进销售网络建设，结合消费行为变化趋势，打造更贴近当地需求的产品和服务体系。通过精细化管理和 绿色增长策略，公司成功推动了全国市场布局的进一步完善。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月17日，北京商报记者获悉，桃李面包近日公布2025年 半年报，报告期内，公司营业收入为26.1亿元，同比下降13.6%；归母净利润为2.04亿元，同比下降 29.7%。 ...

Core Viewpoint - The recent financial report of Tao Li Bread (603866) indicates a significant decline in both revenue and net profit for the first half of 2025 compared to the previous year, raising concerns about the company's financial health and operational efficiency [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 2.611 billion yuan, a decrease of 13.55% year-on-year from 3.021 billion yuan in 2024 [1]. - The net profit attributable to shareholders was 204 million yuan, down 29.7% from 290 million yuan in the same period last year [1]. - The gross profit margin decreased to 22.98%, down 4.87 percentage points from 24.15% in 2024 [1]. - The net profit margin fell to 7.81%, a decline of 18.68% compared to 9.60% in the previous year [1]. - Selling, administrative, and financial expenses totaled 291 million yuan, accounting for 11.15% of revenue, which is an increase of 5.21% year-on-year [1]. Cash Flow and Asset Management - Cash flow from operating activities per share remained at 0.27 yuan, showing a slight decrease of 0.9% year-on-year [1]. - The company reported a significant reduction in trading financial assets by 99.65% due to the sale of all bank wealth management products [3]. - Accounts receivable decreased by 20.49% to 350 million yuan, while cash and cash equivalents decreased by 7.45% to 26.1 million yuan [1][3]. Investment and Return Metrics - The company's return on invested capital (ROIC) for the previous year was 8.88%, indicating average capital returns [4]. - The historical median ROIC since the company went public is 19.36%, suggesting that the current performance is below historical averages [4]. - The company's reliance on marketing-driven performance necessitates a deeper analysis of the underlying factors affecting this strategy [4]. Fund Holdings - The largest fund holding Tao Li Bread is the Morgan Stanley Minfeng Yinghe One-Year Holding Mixed Fund, which holds 735,900 shares and has recently entered the top ten holdings [5]. - The fund's current scale is 436 million yuan, with a recent net value of 0.9594, reflecting a 0.49% increase from the previous trading day [5].

天眼查App显示，近日，弋阳县朵瑞卡烘焙食品店（个体工商户）成立，法定代表人为章品锋，注册资 本5万人民币，经营范围为许可项目：餐饮服务（不产生油烟、异味、废气）（依法须经批准的项目， 经相关部门批准后在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或 许可证件为准）一般项目：食品销售（仅销售预包装食品）（除依法须经批准的项目外，凭营业执照依 法自主开展经营活动）。 ...

Group 1 - The company held its seventh board meeting on August 15, 2025, with all six directors present, and the meeting was deemed legally valid [3][5]. - The board approved the 2025 semi-annual report and its summary, which will be published on the Shanghai Stock Exchange website [4][81]. - The board also approved the election of independent director candidates and proposed amendments to the company's articles of association, including the cancellation of the supervisory board [7][11][96]. Group 2 - The supervisory board held its third meeting on August 15, 2025, with all three supervisors present, confirming the legality of the meeting [80][82]. - The supervisory board reviewed and approved the 2025 semi-annual report, affirming that the report complies with legal and regulatory requirements [81]. - The supervisory board also approved the proposal to amend the articles of association and cancel the supervisory board, which will be submitted to the shareholders' meeting for approval [83][96]. Group 3 - The company announced the election results for employee representative directors, with two individuals elected to serve on the board [87]. - The independent director candidate, Ding Yongjian, was proposed for election, and his qualifications will be submitted for review by the Shanghai Stock Exchange [92][95].

Core Viewpoint - Nanchao Food (605339) reported its worst half-year results since its listing, with a revenue decline of 0.69% and a net profit drop of 72% in the first half of 2025 [1][2] Financial Performance - In the first half of 2025, Nanchao Food achieved approximately 1.555 billion yuan in revenue, down 0.69% year-on-year, and a net profit attributable to shareholders of approximately 35.96 million yuan, down 72% year-on-year [2] - The net profit excluding non-recurring gains and losses also saw a decline of 72.21%, amounting to approximately 33.65 million yuan [2] - The significant drop in net profit is attributed to the product price increase lagging behind the rise in raw material costs, leading to pressure on overall profit levels [2] Market Strategy and Operations - Nanchao Food has been focusing on expanding into lower-tier markets and refining its distributor channels, increasing the number of distributors to 471, a year-on-year increase of 42 [1][6] - The company continues to pursue a strategy of comprehensive layout in baking, catering, and retail markets, despite challenges from macroeconomic conditions and raw material price fluctuations [3] Raw Material Costs - The main raw materials include palm oil, soybean oil, coconut oil, and natural cream, with palm oil prices remaining high compared to the same period in 2024, despite a slight decrease in 2025 [2] - The company has implemented measures such as product price adjustments and structural changes to mitigate the impact of rising raw material costs [2] Subsidiary Performance - Among the major subsidiaries and associated companies, 5 reported profits while 6 incurred losses, indicating a mixed performance across the company's portfolio [5] Expansion Plans - Nanchao Food is actively expanding its overseas market presence, with its Thailand subsidiary achieving localized production of pre-made baked goods [7] - The company plans to continue expanding its overseas production and research layout, targeting Southeast Asia as a starting point for global expansion [7] - However, some expansion projects have been delayed, with the completion date for certain projects pushed to June 2026 from the original September 2025 [7][8] Investment in Technology - The total planned investment for expansion and technological improvement projects is approximately 383 million yuan, with 303 million yuan already invested as of June 30, 2025, representing a progress rate of 79.29% [8] - The necessity for these projects is to optimize product structure and adapt to industry development trends [8]

Core Viewpoint - Nanchao Food reported its worst half-year results since its listing, with a revenue decline of 0.69% and a net profit drop of 72% in the first half of 2025 [4][8]. Financial Performance - In the first half of 2025, Nanchao Food achieved approximately 1.555 billion yuan in revenue, down 0.69% year-on-year, and a net profit attributable to shareholders of approximately 35.96 million yuan, down 72% year-on-year [8]. - The net profit excluding non-recurring gains and losses also saw a decline of 72.21%, amounting to approximately 33.65 million yuan [8]. Cost and Pricing Challenges - The significant drop in net profit is attributed to the increase in raw material costs outpacing the price increase of products, leading to pressure on overall profit levels [9]. - Key raw materials include palm oil, soybean oil, coconut oil, and natural cream, with palm oil prices remaining high compared to the same period in 2024, despite a slight decrease in 2025 [10]. Market Strategy and Expansion - The company aims to continue expanding into lower-tier markets and refining its distributor channels, increasing the number of distributors to 471, a year-on-year increase of 42 [7][16]. - Nanchao Food is focusing on a comprehensive strategy to develop the baking, catering, and retail markets, while also creating new products and expanding customer channels to stabilize revenue [12]. Subsidiary Performance - Among the major subsidiaries, 5 were profitable while 6 reported losses, indicating challenges within the company's broader operational structure [14]. International Expansion - The company is actively pursuing overseas market opportunities, with its subsidiary in Thailand achieving localized production of pre-made baked goods [18]. - Nanchao Food plans to expand its overseas production and research layout, targeting Southeast Asia as a starting point for global expansion [19]. Project Delays - Some expansion and technological improvement projects are experiencing delays, with the expected completion date pushed to June 2026 from September 2025 [19][21]. - The necessity for these projects is to optimize product structure and adapt to industry trends, ensuring that new production capacities align with market demands [22].