Sehwheat Foods (002956): Steady performance in '23, high growth in the first quarter of '24
Incidents. The company disclosed its 2023 annual report on April 25. In '23, the company achieved operating income of 1,578 million yuan (YOY = 18.89%) and realized net profit of 115 million yuan (YOY = 6.13%)
Seared wheat food: Prices of imported raw materials have risen, and the company has taken various measures to deal with it
Sehmai Foods recently said at an online exchange meeting with institutional investors that the increase in the cost of raw food this year is a factor that cannot be ignored. Most of the company's raw food comes from Australia, and the price of imported raw food will rise in 2024, which will have an impact on the company's profits. Furthermore, there are many uncertainties about the exchange rate between the RMB and the US dollar, and the devaluation of the RMB will also have an impact on costs. However, the company has estimated these factors in advance and has taken various measures to deal with them. On the one hand, the company is promoting diversification of the raw grain supply chain. On the other hand, the company began implementing a cost reduction plan in the supply chain last year. Other raw materials and packaging accessories
Seared wheat food (002956): The main oat business improves quality and growth rate, new products and new channels contribute more
The basic oat market is growing rapidly, and new businesses and new channels continue to be developed. Maintaining the “increase in holdings” rating, the revenue of Seagra Foods in 2023 was 1.58 billion yuan, +18.9% year over year, and net profit to mother was 120 million yuan, +6.1% year over year. 2
Sehmai Foods (002956.SZ) announced first-quarter results, net profit of 450.34 million yuan, an increase of 14.59%
Sehmai Foods (002956.SZ) released its report for the first quarter of 2024, achieving operating income of 5.6 during the reporting period...
The food and beverage sector fluctuated and strengthened, and wheat food rose and stopped
The food and beverage sector fluctuated and strengthened. As of press release, wheat food had risen or stopped, with Ziyan Foods, Three Squirrels, Andeli, Richen Shares, and Sanquan Foods leading the way.
Sea-buckwheat Foods (002956.SZ): Proposed establishment of Jiangsu DaHealth Investment Sea-wheat Health Food Project
Gelonghui Food (002956.SZ) announced on March 27, that the company plans to sign the “Suqian Economic and Technological Development Zone Industrial Project Investment Contract” with the Suqian Economic and Technological Development Zone Management Committee to establish a wholly-owned subsidiary, Jiangsu Ximaida Health Food Co., Ltd. (“Jiangsu Health” for short, the name is based on commercial registration) to invest in the “Simai Health Food Project”. The total investment of the project is 330 million yuan, of which the fixed asset investment is not less than 200 million yuan. The project will be invested in two phases. The first phase will invest 152 million yuan, of which 145 million yuan will be invested in fixed assets
Express News | Sea-wheat Food: Plans to invest 330 million yuan in the Sea-buckwheat Health Food Project
Sehmai Foods (002956.SZ): As of March 8, 2024, the number of shareholders of the company was 17,916
Gelonghui, March 12, 丨 Simai Food (002956.SZ) said on the investor interactive platform that according to data provided by the Shenzhen branch of China Registration and Settlement Corporation, as of March 8, 2024, the number of shareholders of the company was 17,916.
Sehwheat Foods (002956.SZ): 0.79% of shares have been repurchased cumulatively
Gelonghui, March 1, 丨 Seymac Foods (002956.SZ) announced that as of February 29, 2024, the company had repurchased a total of 1,762,400 shares through a dedicated securities account, accounting for 0.79% of the company's total shares. The highest transaction price was RMB 14.98 per share, the minimum transaction price was RMB 9.89 per share, and the total transaction amount was RMB 24,101,084.20 (not including transaction fees).
Seared wheat food (002956.SZ): The sales growth rate of the company's snack mass sales channel is relatively fast
Gelonghui, Feb. 26 | Sehmai Foods (002956.SZ) recently said during a survey receiving institutional investors that the sales growth rate of the company's snack sales channel is relatively fast. The snack channel company mainly provides small-packaged products, including the company's hot oats and cold oats, and the products are dynamically adjusted according to the terminal sales situation. In the past two years, the snack volume sales channel has grown very rapidly. Judging from the dismantling of all aspects of the channel, the development of each link is relatively healthy, and all links can share the benefits brought by channel development. Consumers, franchisees, the channel itself, and upstream suppliers can all benefit from channel growth
Seared wheat food (002956.SZ): The order situation of dealers before the Spring Festival and the sales situation of consumer terminals during the Spring Festival is very ideal
Gelonghui, Feb. 26 | Seymac Foods (002956.SZ) recently said during a survey receiving institutional investors that overall, the company's product sales were good. The order situation of dealers before the Spring Festival and the sales situation of consumer terminals during the Spring Festival were ideal, exceeding the company's expectations. After the Spring Festival holiday, dealers began placing new orders and replenishing supplies.
Sehwheat Foods (002956.SZ): A total cost of 22.334 million yuan to buy back 1,5983 million shares
Gelonghui, Feb. 2, 丨 Seymac Foods (002956.SZ) announced that as of January 31, 2024, the company had repurchased 1,598,300 shares through a dedicated securities account, accounting for 0.72% of the company's total shares. The highest transaction price was RMB 14.98 per share, the lowest transaction price was RMB 11.79 yuan/share, and the total transaction amount was RMB 22.3340 million (not including transaction fees).
Sea-wheat Foods (002956.SZ): Currently cooperating with Oriental Selection and others, and has achieved good results
Gelonghui, January 17, 丨 Seymac Foods (002956.SZ) said on the investor interactive platform that the company attaches great importance to the management and operation of online channels, continues to pay attention to the development of the live streaming industry, and is currently cooperating with Simba, Mr. Dong, Brother Yang, Dongfang Selection, etc. and has achieved good results. The company will pay close attention to changes in consumer demand and continue to expand new channels.
Sehmai Foods (002956.SZ): As of January 10, 2024, the number of shareholders of the company was 18,670
Gelonghui, January 15, 丨 Simai Food (002956.SZ) said on the investor interactive platform that according to data provided by the Shenzhen branch of China Registration and Settlement Corporation, as of January 10, 2024, the number of shareholders of the company was 18,670.
Sewheat Foods (002956.SZ): A total cost of 144.8822 million yuan to buy back 1.028 million shares
Gelonghui, January 5, 丨 Simai Foods (002956.SZ) announced that as of December 31, 2023, the company had repurchased a total of 1.028 million shares through a dedicated securities account, accounting for 0.4491% of the company's total shares. The highest transaction price was RMB 14.98 per share, the minimum transaction price was RMB 13.89 yuan/share, and the total transaction amount was RMB 14.4822 million (excluding transaction fees).
Sehmai Foods (002956.SZ): Cooperates with some channels of Hema
Gelonghui, December 29丨An investor asked Sehmai Food (002956.SZ) on the investor interactive platform, “Have any products related to Sehma Food entered Hema Xiansheng's channel?” The company replied that the company cooperated with Hema on some channels. In the future, we will actively coordinate and expand new channels on the basis of maintaining and consolidating the original sales channels.
Ximai Food (002956.SZ): Ranked first in JD, Douyin, Kuaishou, and Pinduoduo, and ranked first overall on mainstream online platforms
Ximai Food (002956.SZ) said on the investor interactive platform that the company ranked first in JD, Douyin, Kuaishou, and Pinduoduo, ranked first overall on mainstream online platforms, and the company's online business continued to grow. Also, the company is currently cooperating with Gaotu Jiapin Live.
Ximai Food: The company's online business continues to grow and cooperates with Gaotu Jiapin Live
Gelonghui, December 18 | Ximai Foods replied on an interactive platform that the company ranked first in JD, Douyin, Kuaishou, and Pinduoduo, ranked first overall on mainstream online platforms, and the company's online business continued to grow. Also, the company is currently cooperating with Gaotu Jiapin Live.
Seamai Food: Transferring 100% of Sun's Nanjing Ximai's internal shares to the company
Gelonghui December 14 | Ximai Foods announced on December 14 that the company will transfer all 100% of the shares of Nanjing Ximaida Health Technology Co., Ltd. held by the wholly-owned subsidiary Hebei Ximai Food Co., Ltd. to the company. The total transfer price of the underlying equity mentioned above is 70 million yuan. This equity transfer is a transfer of the company's shares within the scope of the company's merger, and does not involve changes in the scope of the consolidated statement. The company makes internal adjustments to the equity relationships of some of its subsidiaries, which helps to clarify the organizational structure of the product business, facilitate centralized management, improve decision-making efficiency, and thus exert management synergy.
Ximai Food (002956.SZ): Repurchased 113,800 shares at a total cost of 1,693.99 million yuan
Glonghui December 5 | Ximai Food (002956.SZ) announced that as of November 30, 2023, the company has repurchased a total of 113,800 shares through centralized bidding transactions through special repurchase securities accounts, accounting for 0.0510% of the company's total shares. The highest transaction price is RMB 14.98 yuan/share, the lowest transaction price is RMB 14.36 per share, and the total transaction amount is RMB 1693.92 million (excluding transaction fees).
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