继2024年被抽检出霉菌超标后，"中国燕麦第一股"西麦食品（002956）又因菌落总数不合格被"点名"。 西麦方面回应《国际金融报》记者，两次不合格产品均源于同一经销商的流通环节管控不当，目前涉事经销商已终止合作。 菌落总数不合格 近日，国家市场监督管理总局发布最新一期食品安全监督抽检结果，在对2136批次样品的抽检中，共检出40批次样品不合格。其中，西麦食品旗下、由河 北西麦公司生产的"中老年营养燕麦片"被抽检出菌落总数不符合食品安全国家标准规定。 不合格产品信息表显示，这款中老年营养燕麦片规格为700g（28g×25）/袋，于2024年6月生产，保质期18个月。抽检的5个样品菌落总数检测值分别为 3.4×10000CFU/g、4.9×10000CFU/g、1.8×10000CFU/g、1.5×10000CFU/g、2.5×10000CFU/g。 淘宝旗舰店内，涉事款中老年营养燕麦片链接已售出1万多单。 | | | | | | | 方便食品监督抽检不合格产品信息 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - The baking industry is experiencing significant performance divergence, with some companies like Tao Li Bread facing substantial profit declines while others like Li Gao Food are showing steady growth [1][4][14]. Group 1: Company Performance - In the first half of the year, the total revenue of nine listed baking companies in A-shares was approximately 11.03 billion yuan, with a net profit attributable to shareholders of about 595 million yuan [1][4]. - Tao Li Bread, known as the "first stock of bread" in A-shares, reported a net profit of approximately 204 million yuan, a year-on-year decline of 29.7% [2][6]. - The revenue of Tao Li Bread was about 2.61 billion yuan, down 13.55% year-on-year, with a net profit excluding non-recurring gains and losses of approximately 194 million yuan, a decline of 30.03% [6][7]. Group 2: Industry Challenges - The baking industry is facing severe challenges, with trends moving towards chain operations, segmentation, and health-oriented products, emphasizing high cost-performance and differentiated competition [3][14]. - The competition is intensifying, with new entrants in the short-shelf-life bread and general baking products market, leading to increased promotional costs and pressure on profit margins [9][18]. Group 3: Regional Performance - Tao Li Bread's revenue declined across all regions except for the Central China region, indicating a widespread downturn in sales performance [7]. Group 4: Cost and Pricing Pressures - Companies are experiencing pressure from rising costs and sensitivity to end prices, making it difficult to raise prices without impacting profit margins [18]. - The operational challenges include decreased foot traffic and average transaction value in direct sales channels, contributing to revenue declines [10]. Group 5: Food Safety Concerns - Food safety has become a recurring theme in the financial reports of baking companies, with several firms, including Tao Li Bread, facing scrutiny and complaints related to product quality [19][20][25].