西麦食品(002956) - 西麦食品调研活动信息

Group 1: Sales Performance and Market Recovery - The company experienced a significant decline in sales during Q1 due to the pandemic, with a sharp drop in foot traffic in supermarkets and a shift in consumer spending towards essential products [1] - Sales performance improved in April, indicating a recovery in the market [2] Group 2: Product Development and Marketing Strategy - The company plans to maintain its initial sales targets for the year and will gradually launch new hot and cold oat products [2] - The new retail channels have shown good year-on-year growth, contributing to future growth points [1] - The company is enhancing online promotion and utilizing various social media platforms to increase brand awareness [3] Group 3: Production Capacity and Cost Management - The Jiangsu production base focuses on health food products primarily made from oats, with potential for full category coverage in the future [2] - The company anticipates slight fluctuations in costs, primarily based on imported oat grain, while domestic raw material prices remain stable [2] Group 4: Consumer Trends and Product Innovation - There is an expected continuous growth in the consumer base and per capita consumption of oats due to heightened health awareness [2] - The company is expanding its product offerings by introducing new items that combine oats with other nutritious ingredients [2]