SHIYUE DAOTIAN (09676) reported a 35.4% year-on-year increase in net profit for the first half of the year, reaching 157 million yuan. The product matrix and comprehensive marketing are exerting efforts in both directions.

SHIYUE DAOTIAN (09676) announced its mid-term performance for 2026, achieving revenue of approximately 3.814 billion yuan, a year-on-year increase of 24.5%; gross profit of approximately 696 million yuan, a year-on-year increase of 4.4%; and net profit of approximately 157 million yuan, a year-on-year increase of 35.4%; adjusted net profit was approximately 209 million yuan. The announcement indicated that the revenue growth was primarily due to the company's focus on deepening existing categories and continuous innovation, keenly observing consumer trends, and expanding a diversified product matrix based on the concept of healthy and safe eating; as well as the company's ongoing, close attention to overall industry dynamics, adjusting its business layout, fully leveraging its own characteristics and advantages, enhancing brand effect and competitiveness, and meeting diverse consumer demands. As a leader in the domestic family food sector, the company primarily engages in pre-packaged rice, grains, corn, and dried goods. During the reporting period, the business scale continued to expand, and the channel layout deepened, driving overall revenue to achieve double-digit growth. The gross profit margin came under pressure due to rising raw material, freight, and packaging costs, as well as adjustments in channel structure. Among them, the core advantageous categories of rice and corn maintained a leading sales volume advantage. The company focuses on its core competitive categories and continues to develop several single products with annual sales exceeding 100 million yuan, such as SHIYUE DAOTIAN Hanlu Qiu Xiang Wuchang Rice and SHIYUE DAOTIAN Long Grain Fragrant Rice, benefiting from the companys sensitivity to consumer demands. In addition to the core advantage categories, during the reporting period, the company is fully committed to becoming an expert in family food innovation, continuously innovating products around core needs such as light meals, health, and low-fat options. In the family food landscape, the company's products like grains and dried goods also rank highly in sales on mainstream e-commerce platforms. Surrounding the main brand, the company drives systematic all-domain integrated marketing using a "traffic + content" dual approach. The original IP matrix continues to deepen: for three consecutive years, it has created the "Corn Light Meal Season," and for five consecutive years, it has focused on the "Seedling Planting Festival" with origin traceability, while simultaneously iterating the operation of the "New Rice Season" IP. It officially announced national actor Jiang Yan as the brand spokesperson, launching the Year of the Horse New Year's goods festival under the theme "Jiang Year Flavor All the Way"; on the content production side, relying on an all-domain multi-account matrix to continuously produce high-quality contextual content, such as anchoring consuming scenes with topics like "High Value Work Season," resonating emotionally with users. In terms of communication, it has landed in airports in ten core cities across the country, achieving high-frequency saturation exposure. Offline, it is deeply bound to diverse sports event scenariosthe 2026 Northeast Regional City Football League, sponsoring local gifts in the Shenyang division as the "Chief Meal Partner"; during the World Cup, the brand's fruit corn series established brand recognition as "Healthy Snack Partner" with the theme "Bursting Juice with Every Bite, Bursting Refreshment with Every Goal." Furthermore, the brand continues to sponsor marathons and other national events, conveying health and movement concepts through light meals. Through Wuxi Online Offline Communication Information Technology Co., Ltd.'s content loop, the brand has completed the capability upgrade from product delivery to contextual living services, constructing a value loop of all-domain integrated marketing.