SEAMILD FOODS(002956)2022-12-04 06:46Group 1: Company Overview and Market Position - Ximai Foods has established a multi-layered marketing network, covering both broad and deep market penetration, with sales points and distributors in various regions, including third and fourth-tier cities [1] - The company acknowledges a significant gap in the number of terminal stores compared to large food manufacturers, indicating substantial room for channel expansion and penetration [1] Group 2: Product Sales and Market Strategy - The majority of cold food oatmeal sales currently come from offline channels, with online sales still in the early stages of development [2] - The company is actively expanding its cold food oatmeal distributor network and plans to increase terminal expansion efforts in the future [2] Group 3: Seasonal Sales Trends - The sales of hot oatmeal are expected to increase during the autumn and winter seasons, influenced by weather changes and holiday factors [2] - The company is observing the impact of seasonal changes on sales, particularly for new cold food oatmeal products [2] Group 4: Raw Material Pricing - Currently, there has been little change in the price of oat grains, but fluctuations may occur due to weather conditions affecting the harvest in Australia [2] - The company is monitoring the prices of raw materials, including oats, as they are influenced by broader commodity price trends [2] Group 5: Sales Expenses - Sales expenses include one-time costs such as listing fees and ongoing costs like promotional and advertising expenses [3] - Listing fees are incurred once for new products, while promotional activities at the terminal level require continuous investment [3]