十月稻田(9676.HK):农产品品牌化标杆 多品类潜力彰显

中信建投证券
Aug 30

核心观点十月稻田是国内领先且增长迅速的家庭食品公司,拥有十月稻田、柴火大院等广泛知名度的品牌,在大米和玉米保持销量领先。公司以大米业务和线上渠道起家,逐步拓展其他品类和线下渠道,24 年成功打造抖音爆款玉米,品类逻辑打开,不再单一依靠大米,顺应消费趋势变化,向休闲化食品进军,推出更多即食产品,如水果玉米粒、即食玉米段等,同时公司在山姆、胖东来等线下渠道持续扩张,增长势能强劲。公司品牌力具备溢价,...

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