Group 1: Market Trends - The demand for konjac and its products is steadily increasing, driving price growth due to strong downstream demand[2] - China's konjac planting area peaked at 2.87 million mu in 2020 but has declined to 2.42 million mu by 2024[2] - The consumption of konjac in China has grown from 14.8 thousand tons in 2011 to 54.84 thousand tons in 2024, with a compound annual growth rate (CAGR) of 10.6%[2] Group 2: Price Trends - The price of fresh konjac has risen from 1.3 yuan per jin in 2004 to 8.8 yuan per jin in 2024[2] - Konjac powder prices increased from 38,000 yuan per ton in 2002 to 105,000 yuan per ton in 2024, while flower konjac powder rose from 26,000 yuan per ton to 94,000 yuan per ton[2] - The gross profit margin for konjac powder in 2024 is reported at 25.15%, an increase of 3.8 percentage points year-on-year[41] Group 3: Company Performance - Yichang Konjac's revenue reached 617 million yuan in 2024, a year-on-year increase of 28.76%, with a net profit of 86.72 million yuan, up 64.41%[46] - In Q1 2025, Yichang Konjac reported revenue of 152 million yuan, a 35.03% year-on-year increase, and a net profit of 22.70 million yuan, up 36.95%[46] Group 4: Industry Overview - The overall market concentration in China's konjac industry is low, with a high degree of marketization[22] - The median price-to-earnings (P/E) ratio for the North Exchange's consumer service sector increased from 50.5X to 52.4X[53] - The total market capitalization of the North Exchange's consumer service sector rose from 116.7 billion yuan to 121.7 billion yuan[58]

Market Overview - The demand for konjac and its products is steadily increasing, driven by strong downstream demand, leading to price rises[2] - China's konjac planting area peaked at 2.87 million mu in 2020 but has declined to 2.42 million mu by 2024[2] - The consumption of konjac in China has grown from 14.8 thousand tons in 2011 to 54.84 thousand tons in 2024, with a compound annual growth rate (CAGR) of 10.6%[2] Price Trends - The price of fresh konjac has risen from 1.3 RMB per jin in 2004 to 8.8 RMB per jin in 2024, indicating a long-term upward trend[2] - The price of white konjac powder increased from 38,000 RMB per ton in 2002 to 105,000 RMB per ton in 2024, while the price of flower konjac powder rose from 26,000 RMB per ton to 94,000 RMB per ton during the same period[2] Company Performance - Yicheng Konjac reported revenue of 617 million RMB in 2024, a year-on-year increase of 28.76%, and a net profit of 86.72 million RMB, up 64.41% year-on-year[2] - In Q1 2025, Yicheng Konjac's revenue reached 152 million RMB, growing 35.03% year-on-year, with a net profit of 22.70 million RMB, up 36.95% year-on-year[2] Stock Market Insights - The median price change for companies in the North Exchange's consumer services sector was +4.90% from June 23 to June 27, 2025, with 34 companies (92%) experiencing gains[2] - The total market capitalization of the North Exchange's consumer services sector increased from 116.7 billion RMB to 121.7 billion RMB during the same period[2] Industry Valuation - The median TTM price-to-earnings (P/E) ratio for the broader consumer sector rose from 70.3X to 73.7X[2] - The median TTM P/E ratio for the food and agriculture sector increased from 43.2X to 47.3X, with notable gains from companies like Knight Dairy (+12.52%) and Yicheng Konjac (+9.60%)[2] Risk Factors - Potential risks include macroeconomic fluctuations, market competition, and statistical data inaccuracies[57]

Group 1: Investor Relations Activities - The company conducted a specific investor research activity on June 25, 2025, via Tencent online meeting and in the company conference room [3][4] - Attendees included major financial institutions such as Eastmoney Securities, Sequoia China, and BlackRock [4] Group 2: Market Insights and Predictions - The price of konjac raw materials in 2025 will depend on supply factors, including planting area and weather conditions, which directly affect production and pricing [4][5] - The probability of explosive growth in konjac planting area is low due to specific growing conditions, but an increase in planting area is expected this year due to rising prices [5] Group 3: Market Expansion Opportunities - The konjac industry is targeting growth in health-oriented, functional, and environmentally friendly markets, focusing on low-calorie meal replacements, plant-based innovations, and biodegradable materials [6] - The company plans to leverage technological upgrades and precise marketing to capture high-value market segments [6] Group 4: Production Capacity and Future Products - Current production capacity for konjac balls is 35,000 tons, with plans to increase to 80,000 tons based on market feedback [7] - New product development includes frozen products and jelly powders aimed at the beverage and dairy sectors [7] Group 5: Business Collaboration and Profitability - The company collaborates with clients like Wei Long and Mi Xue Bing Cheng, primarily through ODM production [8] - The company aims to maintain stable gross margins by gradually passing on cost pressures through a cost-plus pricing strategy [10] Group 6: Future Business Strategy - The company plans to increase investment in application research and development to explore new uses for konjac gum [11] - The konjac industry is viewed positively, with expectations of continued growth, and the company remains confident in its market prospects [11]

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证券代码：839273 证券简称：一致魔芋 公告编号：2025-073 □现场参观 □新闻发布会 □分析师会议 □路演活动 湖北一致魔芋生物科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 问题 1：请问有没有开店或者收购茶饮餐饮连锁门店的战略规划或想法？ 回复：尊敬的投资者，您好！公司正积极拓展魔芋食材业务，并积极寻求与 □其他 二、 投资者关系活动情况 活动时间：2025 年 6 月 12 日 活动地点：全景网"投资者关系互动平台"（http://ir.p5w.net） 参会单位及人员：通过网络方式参加本次投资者集体接待日活动的投资者 上市公司接待人员：公司董事、董事会秘书唐华林先生；公司财务负责人黄 朝胜先生。 三、 投资者关系活动主要内容 大型连锁餐饮企业的合作。公司与蜜雪冰城、沪上阿姨等头部茶饮品牌建立了合 作关系，魔芋晶球作为茶饮小料，其市场增长显著。公司正在研究如何通过定制 化产品满足 ...

Group 1: Investor Relations Activities - The company held an earnings briefing on June 12, 2025, via the "Investor Relations Interactive Platform" [3] - Attendees included company directors and financial officers, specifically Mr. Tang Hualin and Mr. Huang Zhaosheng [3] Group 2: Strategic Plans and Collaborations - The company is actively expanding its konjac ingredient business and seeking partnerships with major chain restaurants [4] - Collaborations have been established with leading tea brands such as Mixue Ice City and Hu Shang Ayi, focusing on the significant market growth of konjac balls as a tea ingredient [5] Group 3: Supply Chain and Production - The company does not involve fresh konjac procurement but relies on dried konjac slices and konjac flour, ensuring stable supply through annual framework agreements with suppliers [5] - The company has stable supplier channels across major production areas in the country [5] Group 4: Mergers and Acquisitions - Currently, there are no merger or acquisition plans, but the company will monitor opportunities in line with regulatory guidelines [5] Group 5: Product Development and Market Expansion - The company focuses on three main product categories: konjac raw materials, konjac food products, and konjac beauty products, with ongoing new product development and market expansion efforts [6] - Significant progress has been made in the research and application of konjac ingredients [6] Group 6: New Market Ventures - The company has made advancements in the milk tea and pet food sectors, with notable progress in production capacity [6] - Collaborations with well-known pet food companies have been established, and the company plans to increase R&D investment to enhance market competitiveness [6]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流。 三、 参加人员 证券代码：839273 证券简称：一致魔芋 公告编号：2025-072 湖北一致魔芋生物科技股份有限公司 关于参加湖北辖区上市公司 2025 年投资者网上集体接待日 活动的预告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 说明会类型 为进一步加强与投资者的互动交流，湖北一致魔芋生物科技股份有限公司 （以下简称"公司"）将参加由湖北证监局、湖北省上市公司协会与深圳市全景 网络有限公司联合举办的"2025 年湖北辖区上市公司投资者集体接待日活动"。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 6 月 12 日（星期四）14:00-16:40。 （二）会议召开地点 公司董事会秘书：唐华林先生 公司财务负责人：黄朝胜先生 四、 投资者参加方式 本次说明会采用网络方式召开。 投资者可登录" ...

Core Viewpoint - The A-share food processing and manufacturing sector experienced a decline in the afternoon, with significant drops in stock prices for several companies [1] Company Summary - Yanjinpuzi saw a nearly 8% drop in its stock price [1] - Nanjiao Food, Yizhi Konjac, and Xianle Health all experienced declines of over 6% [1] - Xiwang Food and Youyou Food also followed the downward trend [1]

证券代码：839273 证券简称：一致魔芋 公告编号：2025-071 湖北一致魔芋生物科技股份有限公司 关于闲置募集资金暂时补充流动资金归还的公告 湖北一致魔芋生物科技股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日召开第三届董事会第二十二次会议和第三届监事会第二十一次会议，审议 通过了《关于使用闲置募集资金暂时补充流动资金的议案》，在确保资金安全、 不影响募集资金投资项目建设的前提下，公司本次使用不超过 5,000 万元(其中 母公司 5,000 万元)闲置募集资金用于暂时补充流动资金，使用期限自公司董事 会审议通过之日起不超过 12 个月，使用期限到期前，公司将及时、足额归还至 募集资金专用账户。具体内容详见公司于 2025 年 4 月 16 日在北京证券交易所信 息披露平台（http://www.bse.cn/）披露的《使用闲置募集资金暂时补充流动资 金的公告》（公告编号：2025-050）。 截至 2025 年 5 月 29 日，公司已将用于暂时补充流动资金的 5,000 万元全部 归还至募集资金专用账户，使用期限自公司董事会审议通过之日起未超过 12 个 月。公司已将上述募集资金 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-070 湖北一致魔芋生物科技股份有限公司 关于完成工商变更及公司章程备案并取得营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、基本情况 湖北一致魔芋生物科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 26 日、2025 年 5 月 13 日召开第三届董事会第二十三次会议和 2025 年第二 次临时股东会，审议并通过《关于拟变更注册资本、修订<公司章程>并办理工商 变更登记的议案》，具体内容详见公司分别于 2025 年 4 月 28 日和 2025 年 5 月 14 日在北京证券交易所指定信息披露平台（www.bse.cn）披露的《关于拟变更 公司注册资本及修订<公司章程>并办理工商变更登记的公告》（公告编号： 2025-061）、《公司章程》（公告编号：2025-068）。 目前，公司已完成工商变更登记及公司章程备案手续并取得变更后的《营业 执 照 》 。 本 次 变 更 完 成 后 ， 公 司 注 册 ...