十月稻田2024中期报告

(A joint stock company incorporated in the People’s Republic of China with limited liability)股份代號 Stock Code：9676（於中華人民共和國註冊成立的股份有限公司） 中 期 報 告2024INTERIM REPORT Contents目錄 公司資料Corporate Information2 管理層討論分析Management Discussion and Analysis6 其他資料Other Information26 綜合損益及其他全面收入表Consolidated Statement of Profit or Lossand Other Comprehensive Income39 綜合財務狀況表Consolidated Statement of FinancialPosition40 綜合權益變動表Consolidated Statement of Changes inEquity42 簡明綜合現金流量表Condensed Consolidated Statement ofCash Flows44 未經審核中期財務報告附註Notes to the Unaudited Interim FinancialReport45 審閱報告Review Report70 釋義Definitions72 Corporate Information 王兵先生（董事長）趙文君女士趙淑蘭女士舒明賀先生鄒昊先生 Mr. Wang Bing(Chairman of the Board)Ms. Zhao WenjunMs. Zhao ShulanMr. Shu MingheMr. Zou Hao 常斌先生 何洋先生李響先生王志娟女士 Mr. He YangMr. Li XiangMs. Wang Zhijuan JOINT COMPANY SECRETARIES 陳華女士胡倩銣女士(ACG) Ms. Chen HuaMs. Oh Sim Yee(ACG) 鄒昊先生陳華女士 Mr. Zou HaoMs. Chen Hua AUDIT COMMITTEE 楊志達先生（主席）常斌先生史克通先生 Mr. Yeung Chi Tat(Chairman)Mr. Chang BinMr. Shi Ketong REMUNERATION COMMITTEE 史克通先生（主席）王兵先生楊志達先生 Mr. Shi Ketong(Chairman)Mr. Wang BingMr. Yeung Chi Tat NOMINATION COMMITTEE 王兵先生（主席）史克通先生林晨先生 Mr. Wang Bing(Chairman)Mr. Shi KetongMr. Lin Chen H H SHARE REGISTRAR 卓佳證券登記有限公司香港夏愨道16號遠東金融中心17樓 Tricor Investor Services Limited17/F, Far East Finance Centre16 Harcourt RoadHong Kong REGISTERED OFFICE 中國遼寧省瀋陽市新民市興隆堡鎮大荒地村 Dahuangdi Village, Xinglongpu Town, Xinmin CityShenyangLiaoning Province, PRC HEAD OFFICE AND PRINCIPAL PLACE OF BUSINESS IN THE PRC 中國北京朝陽區伊莎文心廣場A座2層 2/F, Building AYisha Wenxin PlazaChaoyang DistrictBeijing, PRC Corporate Information PRINCIPAL PLACE OF BUSINESS IN HONG KONG 香港灣仔皇后大道東248號大新金融中心40樓 PRINCIPAL BANKERS 中國銀行瀋陽新民支行中國遼寧省瀋陽市新民市遼河大街119號 Bank of China Shenyang Xinmin BranchNo. 119 Liaohe StreetXinmin City, ShenyangLiaoning Province, PRC 中國農業銀行新民支行中國遼寧省瀋陽市新民市大紅旗鎮 Agricultural Bank of China Xinmin BranchDahongqi TownXinmin City, ShenyangLiaoning Province, PRC 招商銀行哈爾濱和興支行中國黑龍江省哈爾濱市南崗區西大直街419-421號 China Merchants Bank Harbin Hexing BranchNo. 419-421 Xidazhi StreetNangang District, HarbinHeilongjiang Province, PRC LEGAL ADVISORS 香港法律顧問高偉紳律師行香港中環康樂廣場一號怡和大廈27樓 As to Hong Kong law:Clifford Chance27/F, Jardine HouseOne Connaught PlaceCentralHong Kong 中國法律顧問通商律師事務所中國北京朝陽區建國門外大街1號國貿寫字樓2座12-14層 As to PRC law:Commerce & Finance Law Offices12-14/F, China World Office 2No. 1 Jianguomenwai AvenueChaoyang DistrictBeijingPRC COMPLIANCE ADVISOR 嘉林資本有限公司香港中環干諾道中88號╱德輔道中173號南豐大廈12樓1209室 Gram Capital LimitedRoom 120912/F, Nan Fung Tower88 Connaught Road Central/173 Des Voeux Road CentralCentralHong Kong AUDITOR 畢馬威會計師事務所於《 會 計 及 財 務 匯 報 局 條 例 》下 的 註 冊 公 眾 利 益 實 體核數師香港中環遮打道10號太子大廈8樓 KPMGPublic Interest Entity Auditor registered under the Accounting and FinancialReporting Council Ordinance8th Floor, Prince’s Building10 Chater RoadCentralHong Kong COMPANY WEBSITE www.shiyuedaotian.com STOCK CODE 0967609676 Management Discussion and Analysis MACRO AND INDUSTRY ENVIRONMENT 2024年上半年 ，中國國民經濟運行總體平穩 ，穩中有進 ，生產穩定增長 ，需求持續恢復 ，2024年上半年社會消費品零售中糧油食品類較上年度同期增長9.6%，全國居民消費價格(CPI)同比上漲0.1%，其中糧食價格上漲0.5%。隨著國民健康意識的增強 ，消費者更加關注產品性價比和食品安全 ，對主食的訴求 ，從過去的追求吃飽 ，向如今的既要吃好 ，還要有營養 、更健康的方向蛻變升級 。 During the first half of 2024, China’s national economy was generally stable withsteady progress, featuring steady increase of production and sustained recoveryof demand. During the first half of 2024, the retail sales of grain, oil and foodcommodities among consumer goods increased by 9.6% as compared with thecorresponding period of last year. The national consumer price index (CPI)increased by 0.1% year-on-year, of which grain prices increased by 0.5%. Withthe enhancement of national health awareness, consumers are more concernedabout products’ cost performance and food safety, the demand for staple foodhas evolved from the pursuit of satiety in the past to today’s desire for not onlygourmet food but also nutritional elements, thus progressing towards a morehealth-conscious direction. 按照品類而言 ，我國廚房主食食品可分為面製品 、米製品 、雜糧和以玉米為代表的新型主食製品四大類 。大米作為中國大部分地區人民的主要食糧 ，具有較大市場空間 ，且保持較好增長 ，市場成熟穩定 。同時 ，消費者日益增強的健康意識以及膳食平衡觀念的普及推動了雜糧及玉米市場規模的增長 。玉米由原來的被動主食選擇逐步轉變為主動選擇 ，並以其低脂肪 、高纖維的優點 ，成為大米等傳統主食品類的重要補充 。2020年以來 ，玉米在國內大眾「主糧」消費結構中佔比提升至11%。預計到2025年 ，主食玉米市場規模將達到5.77千億元1，新型主食市場前景非常廣闊 。 In terms of categories, China’s kitchen staple food can be divided into fourcategories, namely, flour products, rice products, whole grain and corn as therepresentatives of the new staple food products. As the main food for peoplein most parts of China, rice has a large market space and maintains a decent rateof growth, with a market exhibiting maturity and stability. At the same time, thegrowing health consciousness of consumers and the popularization of the conceptof dietary balance have contributed to the growth of the market scale for wholegrain and corn. Corn has gradually transited from a passive staple food choiceto an active one, and with its low-fat and high-fiber advantages, it has becomean