近日，由格隆汇主办的"金格奖——大中华区卓越上市公司评选"结果正式揭晓。该评选旨在打造投资界最具参考价值的榜单，评选覆盖了港交所、上交所、 深交所、纽交所、美国证券交易所、纳斯达克证券交易所挂牌上市的全部上市公司及独角兽公司，颇具代表性与公信力。 其中，在"年度品牌价值奖"评选中，十月稻田凭借在品牌价值提升中的创新和不凡实践脱颖而出，成功斩获这一荣誉。 回望2025年，十月稻田实现了战略上的关键一跃，成为"家庭食品行业创新者"，同时实现优异的业绩表现，获得了多家投资机构的关注与认可。 另结合市场趋势来看，品牌价值正成为愈发重要的竞争力。在物质充裕的时代，品牌力意味着拥有更强的消费者认同感，从而有助于降低消费决策成本、增 厚业绩以及增强产业链话语权，实现可持续发展。 相应的，十月稻田等具备更高品牌价值的上市公司，也在资本市场中展现出更显著的投资吸引力。 更具体来看，笔者认为可以从三个维度来进一步解读十月稻田的品牌价值与投资价值。 1、顺势推进战略升级，从"厨房食品企业"到"家庭食品行业创新者" 2025年，消费市场依然处于动态变革之中，消费需求和场景越来越多元和精细，健康消费、情绪消费等成为主导。对于供给端来说 ...

▌郭德诚 过去，我的早餐，一直都在牛肉汤馆。老板见我，相视一笑，溜着锅边，舀点肥汤，然后，再加一份 肉。一碗肥汤，两份肉，一盘金丝饼，吃完打个饱嗝儿，一上午都舒舒坦坦的。最近不行了，被管制 了。妻子说，我肚子上像扣着一口锅，再这么吃下去，连鞋带都系不了了。还给我定了个减肥食谱：一 块儿鸡肉，卤制的，丸子大小。下来就是生菜、番茄、紫甘蓝什么的，而且都是凉拌的。最让我心跳 的，是那块水煮红薯。 我一看到红薯，胃里就冒酸水儿。早些年，粮食定量供应，杂粮多是红薯。蒸红薯、煮红薯、烤红薯、 红薯馍、红薯面条儿……进口是甜的，入胃是酸的，吃得人只想吐。看到红薯，有点儿条件反射。妻子 说那就换成玉米棒吧。哎，还是老相识，只不过现在玉米的长相秀气多了。过去我吃的那种叫"大马 牙"，又大又黄，质地硬，产量高，吃到嘴里，粗粝拉嘴、拉嗓子。为了便于食用，当时生产一种机 器，用高温、高压的方式，把大马牙粉压制成面条。面条刚从机器里挤出来，冒着热气，金灿灿，硬撅 撅的，被称作"钢丝面"。它刚性十足，进肚后撑着肚皮不得劲儿，得隔一顿吃一回，不敢连着吃。如今 这玉米，确实糯得多了，妻子说这是糯玉米。 吃饭这事儿到今天，是越来越简单了，还是 ...

Core Insights - The article highlights the innovative practices and industry insights of October Rice Field, focusing on its contributions to the family food sector and rural revitalization efforts [1] Group 1: Efficient System Development and Industry Ecosystem Reshaping - October Rice Field addresses key pain points in the grain industry, such as high losses and low efficiency, through a comprehensive innovation strategy [2] - The company has established low-temperature storage warehouses in major production bases to ensure the freshness of Northeast rice, utilizing technologies for quality inspection, temperature control, and pest management [2] - A digital system enables order-based production, allowing a single technician to operate all rice processing equipment, significantly enhancing processing efficiency and reducing food loss across the supply chain [2] - The company has built a nationwide storage and logistics network, ensuring efficient product circulation and providing consumers with high-quality, fresh family food [2] Group 2: Consumer Demand Insights and "Staple + Snack" Strategy - As consumer preferences shift from merely filling up to prioritizing quality, health, and situational consumption have become key trends in the family food sector [4] - October Rice Field has diversified its corn products to meet the demand for quality carbohydrates and weight management, creating various forms such as corn sticks and kernels for different consumption scenarios [4] - The company has established dedicated corn bases in regions like Wuchang and Nanning, promoting collaborative development across the industry chain [4] - In the rice category, the company offers different packaging designs to cater to individual and family dining needs [4] Group 3: Supporting Rural Revitalization and Shared Growth - October Rice Field acts as a bridge between agriculture and consumers, injecting new momentum into rural industry development through market-oriented cooperation [5] - The company’s participation in the "New Min Rice Express+" project in Shenyang generated over 200 million yuan in local rice production value and created approximately 800 new jobs [6] - From 2020 to 2024, the company plans to procure over 14 billion yuan worth of raw grains, linking thousands of farmers through contract farming [6] - The company emphasizes the integration of industry, innovation, and talent chains to enhance product quality and promote the deep integration of agriculture with industrial and service sectors [6] - October Rice Field aims to create a strategic path centered on market orientation, efficiency, and brand influence, continuing to provide fresh, high-quality Chinese food to families [6]

Core Insights - The article highlights the recognition of October Rice Field (十月稻田) as the "Most Valuable Listed Company" at the 2025 Global Economic Forum, reflecting its strong brand value and competitive advantage in the family food sector [1] - The awards were based on six core dimensions: innovation, corporate governance, value creation, strategic foresight, growth potential, and social responsibility [1] Financial Performance - October Rice Field reported a strong performance in its mid-year financial results, achieving total revenue of 3.064 billion RMB, a year-on-year increase of 16.9% [2] - Adjusted net profit reached 294 million RMB, marking a significant year-on-year growth of 97.7% [2] - The core business of rice generated revenue of 2.066 billion RMB, up 21.0% year-on-year, while corn products contributed 433 million RMB, becoming the second-largest category [2] Product Innovation and Market Trends - The company is capitalizing on the growing trend of health-conscious eating, particularly with corn products, by launching various forms such as corn sticks and flavored corn snacks [3] - October Rice Field has developed a diversified product matrix in the snack food sector, responding to consumer demands for health, convenience, and taste [3] Sales and Distribution Strategy - The company has established a comprehensive sales network through deep integration of online and offline channels, with online revenue increasing by 3.4% to 1.837 billion RMB and offline supermarket revenue growing by 26.0% to 496 million RMB [3] - Collaborations with major e-commerce platforms and expansion into high-potential retail channels are part of the strategy to capture market opportunities [3] Brand Positioning and Marketing - October Rice Field is focusing on brand youthfulness to engage the Z and Alpha generations, implementing integrated marketing strategies that resonate with younger consumers [4] - The company has enhanced its brand positioning and communication, acting as a bridge between agriculture and industry, and between rural and urban markets [4] - The sustainable growth logic of the company's business model is expected to enhance its pricing power and profitability stability, further boosting its brand value [4]

Core Viewpoint - The harvest festival in Hunnan District showcased local agricultural products and provided a platform for farmers to promote their goods, enhancing community engagement and supporting rural revitalization efforts [1][8]. Group 1: Event Highlights - The harvest festival featured vibrant performances, including traditional dances and songs, celebrating the joy of harvest and life [3]. - The event was live-streamed, allowing online viewers to experience the festivities and local culture [3]. - A bustling agricultural product exhibition attracted many visitors, with local leaders promoting various fresh produce and homemade goods [3][5]. Group 2: Featured Products - Wangbin sweet potatoes were highlighted as a star product, with a dedicated display area and a popular tasting session that drew many attendees [5]. - The agricultural product competition showcased large pumpkins, plump corn, and colorful fruits, with judges evaluating based on quality, yield, and appearance [5][6]. Group 3: Economic Impact - The total sales at the festival exceeded 150,000 yuan, demonstrating the economic benefits of the event for local farmers [8]. - The festival not only highlighted the achievements of Hunnan's agricultural development but also provided farmers with opportunities for self-promotion and collaboration, boosting their income and motivation [8].

Core Insights - The 2025 "Good Food List" announced by Zhitong Finance recognizes outstanding food brands that adhere to quality, innovation, and industry trends, with October Rice Field being awarded "Annual Corn Brand" for its healthy and tasty corn products [1][2] Industry Overview - Driven by sustained consumer vitality, China's food ingredient market is projected to reach 10.56 trillion yuan in 2024, marking a 12.7% year-on-year growth, indicating a new development phase for the food industry [2] - There is a growing awareness of healthy eating, shifting consumer focus from "eating enough" to "eating well" and "eating healthily," leading to a rapid development of whole grain foods, with corn being favored for its natural health properties [2] Company Performance - October Rice Field's corn category revenue reached 433 million yuan, becoming the second-largest core category, supported by its recognition as the leading corn brand in China for two consecutive years by Frost & Sullivan [2][7] - The company has established three corn industry bases in Liaoning, Heilongjiang, and Guangxi, ensuring a stable supply of high-quality corn products through a comprehensive supply chain [7] Product Innovation - October Rice Field has successfully diversified its corn product offerings, including instant corn segments and fruit corn kernels, expanding into the snack food and single-serving market [9] - The company has effectively engaged with younger consumers by promoting corn as a new social symbol, capitalizing on trends like "weight management" due to corn's dietary fiber and low-calorie content [10] Marketing Strategies - During the 2025 new corn launch, October Rice Field targeted high-potential offline scenarios and collaborated with the game "Cat and Soup," reaching 70 million young players with four co-branded products [11] - The brand has utilized content marketing, e-commerce visual upgrades, and live interactions to create an immersive experience for young consumers, reinforcing its image as a "corn expert" and enhancing its industry influence [13]

Core Viewpoint - The upcoming Chinese Farmers' Harvest Festival highlights the role of companies like October Rice Field in supporting farmers' income and contributing to rural revitalization through integrated supply chain capabilities and innovative agricultural practices [1][2]. Group 1: Company Initiatives - October Rice Field has developed a full-chain integration capability to ensure stable supply of quality products, establishing six modern industrial bases in key grain-producing areas such as Shenyang and Wuchang [1]. - The company promotes order-based agriculture to increase farmers' income and has facilitated the creation of over 800 jobs through the "New Min Rice Express+" project, which generated over 200 million yuan in local rice production value in 2022 [2]. Group 2: Economic and Social Impact - October Rice Field has achieved a balance between social value and economic benefits by driving farmers' income through order agriculture and providing agricultural technology guidance, resulting in an average annual income increase of over 100,000 yuan per family for farmers transitioning to industrial workers [2]. - From 2020 to 2024, the company has procured over 14 billion yuan in raw grain, with over 80% of employees at its Xinchang factory being local farmers [2]. Group 3: Product Innovation - The company has restructured its product value chain by innovating in product categories, such as transforming corn into various health-oriented snack products, which has led to corn category revenue reaching 433 million yuan, making it the company's second-largest core category [3].

Group 1 - The core viewpoint of the article highlights how the traditional ice cream brand Qunkang is adapting to market changes through product innovation and new sales models to find growth in a competitive landscape [1][2]. - Qunkang has introduced a new sales model of selling ice cream by weight at a price of 18 yuan per kilogram, which averages to less than 0.5 yuan per piece, attracting consumers with lower spending thresholds and diverse flavor options [2][3]. - The company has launched 18 new flavors across three series, focusing on health, low sugar, and rich taste to meet consumer demands for variety and quality [4]. Group 2 - Qunkang's production capacity is significant, with the ability to produce approximately 400,000 ice creams daily, and a single mobile ice cream cabinet can sell 80,000 pieces in one day [2][4]. - The company plans to deploy over 100 mobile sales vehicles in high-traffic areas of Jinan to stimulate summer consumption and enhance market coverage [4]. - Qunkang aims to maintain a balance between traditional products and innovation, with plans to introduce premium products in the next three years to target the high-end market while strengthening emotional connections with younger consumers [4][5].