Group 1 - The core theme of the public welfare action is "Protecting the Health of Impoverished Students," which marks the launch of a series of public welfare activities by Nanhai Oil and Fat Industry (Chiwan) Co., Ltd. in response to the national "Health Month" initiative [1] - The event is a collaboration between Nanhai Oil and Fat, Dongguan Mali, and a dental expert team from Shenzhen Nanshan Chronic Disease Hospital, focusing on oral health protection, material donations, and financial assistance to support the healthy growth of rural students [3] - This charitable initiative has been ongoing for 11 years, embodying the "Healthy China" concept through practical actions by the company [3] Group 2 - On September 8, dental experts provided engaging oral health lessons to sixth-grade students at Dapo Yihai Primary School, emphasizing the importance of proper brushing techniques [5] - The volunteer team visited multiple impoverished students' families to understand their learning and living conditions, providing essential supplies and scholarships for targeted support [5] - The following day, the team continued their efforts at Jingnao Yihai Primary School in Ganzhou, where parents expressed appreciation for the ongoing support beyond just financial aid [7] Group 3 - As a leading enterprise in the domestic grain and oil industry, Nanhai Oil and Fat integrates the concept of health into its business development and social responsibility practices, promoting public health awareness through a "product + service + public welfare" model [8] - Upcoming health public welfare activities include a nutritional health academic exchange on September 19 and the launch of the 2025 Jinlongyu Fengyitang charity walk at the end of September, advocating for a healthy lifestyle [8] - The "Jinlongyu Fengyitang" brand, launched in April, focuses on functional rice, flour, and oil products, incorporating health management into daily meals, with products like glycerol diester oil (DAG) and plant sterol series [8] - The company aims to build a health ecosystem covering rural children, urban families, and educated groups through diverse public welfare actions, aligning with national health policies and supported by the Jinlongyu Fengyitang health product system [8]

Group 1: Market Impact and Product Development - The preliminary ruling on anti-dumping investigations against Canadian canola seeds may impact the company's canola business, but the overall effect is expected to be minimal due to the ability to substitute with soybean products [2] - The "Golden Fish Fengyitang" health product line has received positive feedback, with some products achieving a repurchase rate exceeding 30% [3] - The company is leveraging its extensive production base and partner network for experiential marketing to enhance brand loyalty [3] Group 2: Economic and Regulatory Environment - The "ban on alcohol" and "takeout subsidy war" may temporarily affect the restaurant industry, but the company's core business of staple food products is expected to remain stable in the long term [4] - The palm oil price is projected to stabilize in the short term due to supply constraints and fluctuating demand [5] Group 3: Financial Performance and Strategy - In the first half of 2025, the company's kitchen food distribution revenue grew by approximately 7% year-on-year, despite a slight decrease in the number of distributors [6] - The feed raw materials and oil technology segment has seen improved gross margins, driven by lower soybean prices and stable downstream demand [7] Group 4: Business Expansion and Consumer Trends - The central kitchen food park business is progressing, although expansion has been slightly slower than expected due to cautious attitudes from potential partners [8] - The company is focusing on high-end products, which have shown steady growth, while also maintaining competitiveness in the mid-range and mass markets [8] - The small packaging trend is gaining traction, with a significant shift in consumer preferences towards smaller product sizes [8]