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田野上的希望——农业农村领域代表分享拼搏故事
Xin Hua Wang· 2025-05-23 23:47
23日在国务院新闻办举行的"新征程上的奋斗者"中外记者见面会上,邹德海等5位农业农村领域代表围绕"稳产增产显担当乡村振兴立新功"分享 经验、畅谈感想。 "大型农机具配备让我们的种植方式和种植模式有了突飞猛进的变化。"黑龙江省齐齐哈尔市克东县种粮大户邹德海介绍,他们成立了农机合作 社,配备多台(套)大型农机具,从整地、播种、植保到收获都实现大型机械化作业,14年来累计生产粮食达3亿多斤。 安徽省黄山市黟县农友种植专业合作社理事长徐海波说:"我们总结出适合自己的农友生产服务模式,帮助小农户解决他们做不了、做不好、做 了不划算的生产难题。"通过统筹各类资源,创新农业社会化服务模式,合作社带动小农户多种粮、种好粮。 江苏省镇江市果牧不忘农场总经理华梦丽是一名"95后"。毕业后,华梦丽扎根乡村创业,"以科技兴农带领农户深挖土地价值",将种养紧密结 合,发展生态循环农业模式,带领农户增收致富,累计带动农户就业400余人次。 "我们蹚出了一条产业发展的新路子。"江西省赣州市于都县梓山镇潭头村党总支书记刘连云通过发展"富硒+旅游"产业,带动村民实现了显著增 收。2024年全村接待游客突破110万人次,村集体收入较2018年增 ...
年营收近60亿,十月稻田的主食生意有多疯狂?
FBIF食品饮料创新· 2025-05-08 14:11
以下文章来源于氢消费 ,作者H.H 氢消费 . 新消费,新空间,新青年。冷静观察,理性热爱~ 玉米接棒,只是十月稻田抓住未来的第一步。 最近特朗普加关税的消息带崩了全球资本市场,不过在这之中,进口替代概念爆发。尤其是在市场一片哀嚎之际,作为"港股主食 第一股"的十月稻田曾在4月7日逆势大涨近30%,成为这场关税对决中的"受益者"。 事实上如果把时间继续倒退就会发现,十月稻田整个2024年都过得相当滋润。 图片来源:十月稻田官网 3月24日,十月稻田发布了2024年财报,数据显示,公司全年营收57.45亿,同比增长18.05%;经调整后的净利润3.5亿,同比 增长115.5%。尤其值得注意的是公司起家的高端大米业务虽然仍是营收支柱,不过作为第二曲线的玉米产品同样迎来了快速增 长,营收从2023年的1.3亿跨越式增长到8.15亿。 | | 截至12月31日止年度 | | 频動 | | --- | --- | --- | --- | | | 2024年 | 2023年 | 90 | | | 人民幣百萬 | 人民幣自萬 | | | 收入 | 5,745.3 | 4,867.0 | 18.0% | | 毛利 | 1,0 ...
十月稻田业绩扭亏背后:核心大米业务增速放缓,玉米新业务食安问题频发存隐忧
Zheng Quan Zhi Xing· 2025-05-07 09:34
Core Viewpoint - The company has successfully turned around its performance after three consecutive years of losses, reporting a net profit of over 200 million yuan for 2024, a year-on-year increase of over four times [1][2]. Revenue Structure - The company achieved a revenue of 5.7453 billion yuan in 2024, representing an 18% year-on-year growth, while the net profit reached 204.4 million yuan, a 415.08% increase from a loss of 64.86 million yuan in the previous year [2]. - The rice business, which has been the company's core revenue driver, accounted for nearly 80% of total revenue from 2020 to 2022, but its growth has slowed significantly in recent years [2][3]. Rice Business Performance - In 2024, the rice business generated revenue of 4.0145 billion yuan, with a year-on-year growth rate dropping to 4.81% from 5.76% in 2023. The revenue contribution from the rice business decreased from 78.7% in 2023 to 69.87% in 2024 [3]. - Despite the slowdown, the gross profit from the rice business increased by 42.73% to 629.3 million yuan due to adjustments in product mix and enhanced online sales channels [3]. Corn Business Development - The company has been actively developing its corn product line as a "second growth curve," with revenue from this segment soaring to 815.1 million yuan in 2024, a staggering 523.17% increase year-on-year [4]. - However, the rapid growth of the corn business has led to a significant rise in food safety complaints, with 513 complaints reported on a consumer platform, indicating potential quality control issues [4][5]. Investment in Tea Baidao - The company made a cross-industry investment in Tea Baidao, purchasing 22.32 million shares for nearly 365 million yuan, but this investment has resulted in substantial losses [6][7]. - The share price of Tea Baidao dropped significantly from the initial purchase price of 17.5 HKD to 9.8 HKD, leading to an estimated loss of approximately 160 million HKD for the company [7].
从年报到ESG报告,看十月稻田(09676.HK)的潜力和价值
Ge Long Hui· 2025-04-28 02:20
Core Viewpoint - The recent financial and ESG report from October Rice Field highlights the company's sustainable growth potential and provides a comprehensive new perspective for the market [1]. Group 1: Financial Performance - In 2024, October Rice Field achieved total revenue of RMB 5.745 billion, a year-on-year increase of 18.0%, and an adjusted net profit of RMB 350 million, up 115.5% [3][4]. - The gross profit margin reached 17.7%, an increase of 5 percentage points compared to the previous year [3]. - The rice product category contributed RMB 4.015 billion, accounting for 69.9% of total revenue, while corn products generated RMB 815 million, representing 14.2% of total revenue [4]. Group 2: Growth Drivers - The company's growth is attributed to "innovation-driven" strategies, focusing on high-end rice development and expanding the corn product line [3][5]. - October Rice Field has developed a diverse range of corn products, including over 30 subcategories, catering to consumer demand for variety [5]. - The company is positioned to benefit from favorable market trends and policies aimed at boosting domestic consumption and promoting healthy eating [11][13]. Group 3: Strategic Initiatives - October Rice Field plans to upgrade its brand positioning to "Family Food Innovation Brand" by 2025, enhancing brand value and market recognition [6][9]. - The company aims to maintain rapid growth through a dual strategy of expanding existing product lines and introducing new categories [10][12]. - The focus on high-quality development and strategic brand upgrades reflects the company's commitment to innovation and market leadership [20]. Group 4: Social Responsibility and Rural Development - October Rice Field contributes to rural revitalization by connecting industrial and agricultural sectors, promoting deep processing of agricultural products, and creating job opportunities for local farmers [16][17]. - The company has invested over RMB 14 billion in raw grain procurement from Northeast farmers from 2020 to 2024, significantly benefiting local communities [17]. - October Rice Field's commitment to social responsibility is recognized through various awards, including being named a model for rural revitalization in ESG practices [19][20].