2024 4E 08 A 19 E 天井食品 (603345.SH) 天人（後特何何） 公司点评 订算研究成后 主业稳健增长 龙头砥砺前行 业绩简评 2024 年 8 月 19 日公司披露 2024 年半年报，2024H1 实现营业收入 75.44 亿元，同比增长 9.42%；实现归县净利 8.03 亿元，同比增 长 9. 17%。共中 2402 实现营业收入 37. 89 亿元，同比增长 2. 31%; 实现归寻净利 3. 64 亿元，同比下滑 2. 51%。公司拟向全体股东等 股派友现金红利 1. 38 元（含税）。 经营分析 公司主业韧性十足，新兴渠道类现枝高增长。公司渠道优势交出， 在消费弱复苏的情况下多路径寻找增长点，收入站实现稳健增长。 24H1 達冻调制食品/未函/茶布分别实现收入 38. 33/12. 91/22. 08 亿 元 ， 同 比 +21. 9%/+1. 4%/+0. 4% ， 半 Ω2 分 列 实 现 收 入 17. 75/6. 53/12. 54 亿元，同比+13. 59%/-1. 44%/-7. 08%。受小龙坏 产品价格下 济 ， 公司新 宏业与新柳低 24H1 分别实现收入 ...

Dividend and Share Repurchase - The company plans to distribute a cash dividend of 1.38 yuan per share (tax included), with a total cash dividend of 403,174,772.16 yuan (tax included) based on the total shares of 293,294,232 minus 1,138,600 shares in the repurchase account[3] - The total cash dividend and share repurchase amount to 461,555,541.16 yuan (tax included), accounting for 57.50% of the company's net profit attributable to shareholders in the first half of 2024[3] - The company repurchased shares worth 58,380,769.00 yuan in the first half of 2024 through centralized bidding[3] - The company's total shares as of July 31, 2024, are 293,294,232, with 1,138,600 shares in the repurchase account[3] - The company's cash dividend and repurchase plan was approved by the board on August 16, 2024[3] Financial Performance - Revenue for the reporting period reached RMB 7,543,812,558.89, a year-on-year increase of 9.42%[16] - Net profit attributable to shareholders of the listed company was RMB 802,646,608.22, up 9.17% year-on-year[16] - Net cash flow from operating activities surged by 91.53% to RMB 509,122,492.66[16] - Basic earnings per share increased by 9.56% to RMB 2.75[17] - The company's weighted average return on equity (ROE) increased by 0.10 percentage points to 6.21%[17] - The company's non-recurring gains and losses amounted to RMB 30,625,652.84, primarily due to government subsidies and financial asset gains[19] - Revenue increased by 9.42% to RMB 7,543,812,558.89 compared to the same period last year[32] - Operating costs rose by 6.88% to RMB 5,740,116,959.14, driven by changes in raw material procurement prices[33] - Sales expenses grew by 11.01% to RMB 463,468,981.57, mainly due to increased employee compensation and e-commerce promotion fees[33] - Management expenses surged by 41.84% to RMB 241,276,259.42, primarily due to increased share-based payment expenses[33] - R&D expenses increased by 13.53% to RMB 45,261,703.53, reflecting higher investment in research and development[33] - Net cash flow from operating activities jumped by 91.53% to RMB 509,122,492.66, mainly due to reduced cash payments for goods and services[33] - Net cash flow from investing activities dropped by 97.40% to RMB 36,265,760.46, primarily due to decreased cash received from maturing cash management products[33] - Total revenue for the first half of 2024 reached RMB 7,543,812,558.89, a 9.4% increase compared to RMB 6,894,420,605.07 in the same period of 2023[114] - Net profit attributable to the parent company's shareholders in H1 2024 was RMB 802,646,608.22, up 9.2% from RMB 735,204,472.02 in H1 2023[115] - Basic earnings per share (EPS) for H1 2024 stood at RMB 2.75, compared to RMB 2.51 in H1 2023[115] - Total liabilities decreased by 11.6% to RMB 1,048,729,964.30 in H1 2024 from RMB 1,187,027,479.95 in the previous period[112] - Contract liabilities decreased by 9.7% to RMB 769,241,741.98 in H1 2024 from RMB 852,161,338.14 in the previous period[112] - R&D expenses increased by 13.5% to RMB 45,261,703.53 in H1 2024 compared to RMB 39,868,074.15 in H1 2023[114] - Total equity attributable to shareholders increased by 2.1% to RMB 9,300,675,712.91 in H1 2024 from RMB 9,106,864,605.20 in the previous period[112] - Operating profit grew by 14.1% to RMB 1,052,615,707.50 in H1 2024 from RMB 922,663,443.07 in H1 2023[114] - Total assets slightly increased by 0.5% to RMB 10,349,405,677.21 in H1 2024 from RMB 10,293,892,085.15 in the previous period[112] - Sales expenses rose by 11.0% to RMB 463,468,981.57 in H1 2024 compared to RMB 417,498,118.95 in H1 2023[114] - Revenue for the first half of 2024 reached 521,570,375.42 RMB, a slight increase from 516,710,267.77 RMB in the same period of 2023[116] - Net profit surged to 714,858,146.09 RMB in H1 2024, up significantly from 81,329,270.34 RMB in H1 2023[116] - Operating cash flow increased to 509,122,492.66 RMB in H1 2024, compared to 265,818,454.61 RMB in H1 2023[118] - Investment cash inflow totaled 2,403,755,762.04 RMB in H1 2024, down from 3,975,834,121.28 RMB in H1 2023[118] - Cash and cash equivalents at the end of H1 2024 stood at 4,613,163,512.08 RMB, up from 4,449,482,582.45 RMB at the end of H1 2023[118] - R&D expenses increased to 11,314,599.64 RMB in H1 2024, up from 10,040,866.46 RMB in H1 2023[116] - Sales revenue from goods and services reached 7,746,623,036.42 RMB in H1 2024, slightly down from 7,904,840,037.66 RMB in H1 2023[118] - Total cash outflow for investments was 2,367,490,001.58 RMB in H1 2024, a decrease from 2,579,698,197.35 RMB in H1 2023[118] - Interest income rose to 6,698,785.22 RMB in H1 2024, compared to 6,986,371.78 RMB in H1 2023[116] - Tax refunds received decreased to 3,936,950.76 RMB in H1 2024, down from 72,194,437.81 RMB in H1 2023[118] - Operating cash flow increased significantly to 2,529,276,423.33 yuan in the first half of 2024, compared to 295,058,068.04 yuan in the same period of 2023[120] - Cash received from sales of goods and services decreased to 495,976,614.17 yuan in the first half of 2024 from 1,220,779,045.69 yuan in the same period of 2023[120] - Cash received from other operating activities surged to 2,710,171,321.29 yuan in the first half of 2024, up from 224,043,223.75 yuan in the same period of 2023[120] - Net cash flow from investment activities was -1,222,955,764.73 yuan in the first half of 2024, compared to 219,264,777.89 yuan in the same period of 2023[120] - Cash paid for investments increased to 2,495,205,200.00 yuan in the first half of 2024 from 490,000,000.00 yuan in the same period of 2023[120] - Net cash flow from financing activities was -577,862,518.82 yuan in the first half of 2024, compared to -331,242,590.10 yuan in the same period of 2023[120] - Total owner's equity increased to 13,211,607,228.50 yuan at the end of the first half of 2024, up from 12,900,583,314.66 yuan at the beginning of the period[121] - Comprehensive income for the first half of 2024 was 816,070,952.22 yuan[121] - Profit distribution to owners (or shareholders) amounted to 518,647,425.45 yuan in the first half of 2024[121] - Total owner's equity increased to RMB 12,382,427,688.45, up by RMB 483,419,186.64 compared to the previous period[122] - Net profit attributable to the parent company increased by RMB 404,661,871.41, reaching RMB 3,667,498,321.21[122] - Capital reserve increased by RMB 150,132.24, totaling RMB 8,024,122,694.83[122] - Retained earnings grew by RMB 404,661,871.41, reaching RMB 3,667,498,321.21[122] - Minority interest increased by RMB 29,007,964.91, totaling RMB 248,732,930.07[122] - Comprehensive income for the period was RMB 2,545,928.08[122] - Total owner's equity of the parent company increased to RMB 9,300,675,712.91, up by RMB 193,811,107.71[124] - Net profit attributable to the parent company increased by RMB 196,210,720.64, reaching RMB 856,192,190.31[124] - Capital reserve of the parent company increased by RMB 55,986,145.09, totaling RMB 8,108,641,722.91[124] - Retained earnings of the parent company grew by RMB 196,210,720.64, reaching RMB 856,192,190.31[124] - The company's total owner's equity at the end of the period was 9,006,345,811.18 RMB, a decrease of 202,009,908.03 RMB compared to the beginning of the period[125] - The company's undistributed profit decreased by 249,213,330.27 RMB during the period, primarily due to profit distribution to shareholders[125] - The company's capital reserve increased by 150,132.24 RMB during the period, mainly from share-based payments[125] - The company's total share capital remained unchanged at 293,294,232.00 RMB during the period[125] - The company's total owner's equity at the beginning of the period was 9,208,355,719.21 RMB[125] - The company's total owner's equity decreased by 2.19% during the period[125] - The company's undistributed profit at the end of the period was 532,666,055.29 RMB[125] - The company's capital reserve at the end of the period was 8,033,738,407.89 RMB[125] - The company's total owner's equity decreased by 2.19% during the period[125] - The company's undistributed profit at the end of the period was 532,666,055.29 RMB[125] Frozen Food Business - The company's frozen prepared dishes revenue in 2023 was RMB 3.927 billion, accounting for 27.96% of total revenue[20] - The company was recognized as the "Most Powerful Chinese Pre-made Food Production Enterprise" in the 2024 Hurun China Pre-made Food Production Enterprises Top 100 list[20] - The company's frozen food business continues to grow, with a focus on product quality and market expansion[21] - The company operates nearly 400 varieties of frozen food products under the "Anjoy" brand, including fish tofu, meatballs, fish balls, and other frozen prepared foods, as well as frozen rice and flour products like shaomai and hand-grabbed pancakes[22] - The company focuses on cultivating 3-5 "strategic big items" annually, with the high-end hot pot ingredient series "Lock Fresh" launched in 2019, which has significantly improved profitability and brand influence[22] - The company's market share in the frozen food sector continues to expand, driven by the "three-pronged" business strategy and "BC兼顾、全渠发力" channel strategy[30] - The company is actively promoting localized transformation, upgrading its "销地产" strategy to "产地研+产地销" to capture regional market share[30] - The company is accelerating its international expansion, focusing on overseas markets with similar dietary habits and significant growth potential[31] Supplier and Procurement Management - The company has established a strict supplier evaluation process, including qualification review, on-site evaluation, sample confirmation, and trial use, with suppliers scoring below 60 points excluded from the qualified supplier list[23] - The company has implemented a category director system for bulk material procurement since 2022, with each base general manager serving as a category director to enhance collaboration and business guidance[23] Production and Quality Management - The company has fully implemented the EDI electronic exchange system to improve production management efficiency and ensure product quality[24] Sales and Marketing - The company has strengthened its online O2O sales expansion in supermarkets and signed contracts with third-party sales platforms like Meituan Supermarket Convenience[26] - The company has established long-term partnerships with major catering chains such as Zhangliang Malatang, Bantianyao Grilled Fish, and Haidilao[27] - The company has optimized its flagship store image and customer service team, leveraging digital tools to interact with online consumers and improve supply chain efficiency[27] - The company has actively expanded cooperation with new retail platforms like Hema Fresh, Dingdong Maicai, and JD Supermarket, utilizing big data to enhance online services and offline experiences[28] Environmental and Sustainability Initiatives - Wuxi Minsheng's wastewater treatment system has a capacity of 2000 tons/day, and its chemical oxygen demand (COD) emission concentration is 27.68 mg/L, with a total emission of 2.998 tons[53][57] - Taizhou Anjoy's wastewater treatment system has a capacity of 2500 tons/day, and its COD emission concentration is 43.7 mg/L, with a total emission of 7.9678 tons[54][57] - Liaoning Anjoy's wastewater treatment system has a capacity of 2500 tons/day, and its COD emission concentration is 23.09 mg/L, with a total emission of 6.34 tons[55][57] - Sichuan Anjoy's wastewater treatment system has a capacity of 2000 tons/day, and its COD emission concentration is 23.81 mg/L, with a total emission of 4.2 tons[56][57] - Xin Liu Wu's wastewater treatment system has a capacity of 3000 tons/day, and its COD emission concentration is 33.31 mg/L, with a total emission of 0.017 tons[56][57] - Wuxi Minsheng has installed a 192kW rooftop distributed photovoltaic project, generating 102,954 kWh of electricity during the reporting period[61] - All wastewater treatment facilities at Wuxi Minsheng, Taizhou Anjoy, Liaoning Anjoy, Sichuan Anjoy, and Xin Liu Wu are operating normally, with pollutant discharge indicators meeting the requirements[57] - Wuxi Minsheng, Taizhou Anjoy, Liaoning Anjoy, Sichuan Anjoy, and Xin Liu Wu have completed and filed their environmental emergency response plans with local environmental authorities[59] - Environmental self-monitoring at Wuxi Minsheng, Taizhou Anjoy, Liaoning Anjoy, Sichuan Anjoy, and Xin Liu Wu combines manual and automatic monitoring, with real-time data connection to local environmental bureaus[60] - Wuxi Minsheng, Taizhou Anjoy, Liaoning Anjoy, Sichuan Anjoy, and Xin Liu Wu have obtained排污许可证 (pollutant discharge permits) from local environmental authorities[58] - The company has implemented carbon reduction measures, reducing carbon dioxide equivalent emissions by 406.8 tons[63] - The company's 1830KW distributed photovoltaic power generation project in Guangdong generated 721,944 kWh of electricity, reducing carbon emissions by approximately 340.4 tons[63] - The company's photovoltaic power generation project in Jiangsu reduced carbon emissions by approximately 66.4 tons[63] Shareholder and Management Commitments - The company's actual controllers and major shareholders have made commitments regarding share lock-up, non-competition, and related party transactions, which are being strictly fulfilled[66][68][69] - Shareholder Liu Mingming, Zhang Qingmiao, Huang Jianlian, and Huang Qingsong commit to not selling shares below the IPO price within two years after the lock-up period ends, and limit annual share transfers to 25% of their holdings during their tenure[70] - Controlling shareholder Guoli Minsheng pledges to avoid any business activities that directly or indirectly compete with Anji Food's main business, with any related profits to be transferred to Anji Food[70] - Guoli Minsheng and Liu Mingming express long-term confidence in the company and its industry, intending to hold shares for an extended period[70] - Liu Mingming and Zhang Qingmiao commit to selling no more than 25% of their shares annually within two years after the lock-up period ends[71] - The company and its controlling shareholder pledge to repurchase shares or compensate investors if the prospectus contains false or misleading information[72] - Directors and senior executives commit to aligning compensation and equity incentives with measures to mitigate dilution of immediate returns[74] - The company and its stakeholders promise to disclose and apologize for any unfulfilled commitments, proposing alternative measures to protect investor interests[74] - The company's daily related-party transactions for 2024 are expected to not exceed 420 million yuan, with actual transactions reaching 134.3874 million yuan by the end of the reporting period[81] - The controlling shareholder voluntarily committed to not reducing their shareholding for 60 months starting from January 25, 2024, to January 24, 2029[79] - The company's controlling shareholder and actual controller committed to minimizing and avoiding related-party transactions, ensuring fair pricing when unavoidable[78] - The company's directors and senior management pledged to link their compensation

证券代码:603345 证券简称:安井食品 安井食品集团股份有限公司 投资者调研记录表 | --- | --- | --- | |-----------------------|------------------------------------------------------|---------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | □特定对象调研 \n□媒体采访 \n□新闻发布会 \n团现场参观 | □分析师会议 \n□业绩说明会 \n口路演活动 \n团其他 | | 时间 | | 2024 年 6 月 | | 上市公司接 待人员姓名 | | 总经理:张清苗 董事会秘书:梁晨 | | | | 1、请介绍一下第二季度的公司经营情况。 | | | | 六月初公司召开了集团高管述职暨总结大会,进一步明确今年 | | | | 营销拓新渠道重点,主动拥抱大 B。大 B 合作的难度主要在前期的 | | | | 产品研发和市场导入，下一步重点开发的大 ...

Business Strategy and Market Focus - Focus on expanding the B2B (Big B) channel, targeting large chain restaurants and retail platforms [1] - Customized product development for B2B clients, leveraging decentralized R&D across factories [1] - Aim to capitalize on the increasing demand for customized products in the foodservice industry [1] - Plan to make the volcanic stone sausage series a top-tier product within three years [2] Financial Performance and Dividend Policy - 2023 annual dividend payout ratio was 53.17% of net profit attributable to shareholders [2] - Proposed mid-year cash dividend for 2024, subject to profitability and sufficient retained earnings [2] - Revised minimum cash dividend ratio in the Articles of Association from 20% to 40% [2] Product Development and Branding - Launched A and B categories of volcanic stone sausages, along with new products like grilled fish sticks and roasted fish eggs [2] - Implemented a "three-pronged" marketing strategy for sausages in BC supermarkets, wet markets, and foodservice outlets [2] - Continued brand upgrade through premiumization, with plans for regional-specific fresh-lock packaging versions [3] - Adopted a "point-surface combination, up-down movement" strategy for product positioning and regional market penetration [3] Raw Material Outlook - Stable fish paste supply and pricing due to early freshwater fish paste industry layout [3] - Slight price fluctuations in chicken, with low-price stockpiling strategy in place [3] - Rising trend in domestic and imported pork prices, with locked-in orders for volcanic stone sausage production [3] - Increased competition in the crayfish market due to oversupply and weak pricing environment [3] - Stable prices for soybean protein, oils, packaging materials, and flour [3] Investor Relations - Conducted multiple investor meetings and conference calls in June 2024 with various asset management firms and institutional investors [5][6][7][8]

请到了安景的梁总来跟大家交流一下这个近期的整个公司经营情况嘛然后也是这个也是我们新业策划的中油证券的这个优质上市公司的这个中期的一个交流会的一个活动的一环梁总好蔡老师您好各位同事您好也是感谢您的时间啊百忙之中 就是抽出这宝贵的时间跟大家分享一下最新的这个情况因为是这样就是我来先开个场然后如果投资人有问题的话都可以随时打断因为我们从可能整体的食品饮料的板块跟踪角度来说确实大家过完春节之后二季度普遍各个子行业都会遇到一些消费相对来说遇冷或者疲软的这样一个情况但是从细分的结构来看的话其实 可能过了去年那些基础效应之后呢整体的得税人数距离5月相对来说比4月还是有所恢复的那也是回归到咱们公司这块的话就进入到二季度以来大家主业这样的一个需求端的感受是什么样子的呀哦 整体上的需求我觉得就是还是比较因为本身也是我们这个行业的淡地嘛再加上这个之前的 销售年度里面实际上我们四五六在上个销售年度里面四五六三个月是总体上增长最快的那几乎那基数也不低那整体我们的感觉还是比较的比较的平嘛比较的平就是一个中规中矩的这么一个情况如果看这个我们分渠道来看的话比如说会参与 然后商超当然我们去年也开始去做这个大地的这个生意大概就是什么样的情况呢对 ...

会议即将开始 请您稍后 谢谢大家好 会议即将开始 请您稍后 谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 主持人您好 您在主会场 好的各位投资者大家好我是国泰军安陈立宇因为公司这边稍微有一点事情耽搁然后我们可能稍晚几分钟可能还麻烦大家稍等片刻实在不好意思 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢本次电话会议仅服务于国泰捐赠券正式签约客户会议音频及文字记录的内容仅供国泰捐赠券客户内部学习使用不得外发并且 国泰捐安证券未授权任何媒体转发此次电话会议相关内容未经允许和授权转载转发均属侵权国泰捐安证券将保留追究其法律责任的权利国泰捐安证券不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎 请请广大投资者谨慎做出投资决策大家好欢迎参加安定食品线上小范围交流目前所有的参会者均处于静音状态所以等结束后将给大家留提问时间现在有请主持人开始发言谢谢好的谢谢各位投资者大家下午好我是国泰军安食品料 ...

安井食品 20240613_原文 2024年06月13日 21:25 发言人 00:03 将开始，请您稍后，谢谢。 发言人 00:24 大家好，会议即将开始，请您稍后，谢谢。 发言人 00:46 大家好，会议即将开始，请您稍后，谢谢。 发言人 01:09 大家好，会议即将开始，请您稍后，谢谢。 发言人 01:32 大家好，会议即将开始，请您稍后，谢谢。 发言人 01:54 大家好，会议即将开始，请您稍后，谢谢。 发言人 02:17 大家好，会议即将开始，请您稍后，谢谢。 ...

会议即将开始 请您稍后 谢谢大家好 会议即将开始 请您稍后 谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 主持人您好 您在主会场 好的各位投资者大家好我是国泰军安陈立宇因为公司这边稍微有一点事情耽搁然后我们可能稍晚几分钟可能还麻烦大家稍等片刻实在不好意思 大家好会议即将开始请您稍后谢谢大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢 大家好会议即将开始请您稍后谢谢本次电话会议仅服务于国泰金安证券正式签约客户会议音频及文字记录的内容仅供国泰金安证券客户内部学习使用不得外发并且 国泰捐安证券未授权任何媒体转发此次电话会议相关内容未经允许和授权转载转发均属侵权国泰捐安证券将保留追究其法律责任的权利国泰捐安证券不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎 大家好欢迎参加安定食品线上小范围交流目前所有的参会者均处于静音状态所以等结束后将给大家留提问时间现在有请主持人开始发言谢谢好的谢谢各位投资者大家下午好我是国泰军业食品料组陈力 那欢迎大家今天参加 ...

2024 年 6 月 10 日 公司研究 品类矩阵持续完善，深化属地化建设 ——安井食品（603345.SH）跟踪点评 要点 近期，我们对安井食品经营情况进行了跟踪，核心要点如下： 品类矩阵持续优化，串烤业务成长性强： Q2 经营核心在于推新与渠道拓展，当 前消费承压叠加冻品淡季，做好新品的引入有利于旺季时提升销量，安井各个细 分子品类的表现如下：1）锁鲜装：5.0 版本将推出新品鳕鱼肠，当前其成本为 历史低位，有望进一步改善锁鲜装盈利水平；2）虾滑：因其健康属性而受到消 费者欢迎，在商超流量下滑的大环境下仍然表现较优；3）冻品先生：仍然以火 锅周边品类及预制菜通路化改造为核心，同时得益于渠道配适度高，牛羊肉有望 持续放量（菜场渠道）；4）烤肠：短期销售表现不错，烤肠终端加价率高，经 销商推广积极性强，除了烤肠，公司亦提供如烤鱼蛋等烤机产品矩阵，公司串烤 业务正逐步起量，有望成为新的增长驱动力。 行业价格竞争影响较小，看好中长期利润中枢提升：自去年下半年以来，行业价 格竞争有所加剧，但价格竞争主要集中于米面品类，肉制品及鱼糜制品行业竞争 相对温和，且安井在锁鲜装领域优势明显，锁鲜装的成功在于公司持续投入费用 ...

尊敬的各位投资者大家下午好欢迎各位参加安景食品集团2023年度业绩说明及2024年第一季度业绩说明会首先由我介绍出席今天业绩说明会的公司领导他们是安景食品集团董事长刘明明先生安景食品集团总经理张清苗先生安景食品独立董事张越平先生 我是今天会议的主持人安景时品董事会秘书梁辰公司的财务总监唐玉女士将通过远程连线的方式出席本次业绩说明会本次的业绩说明会共分为以下的六个部分第一公司董事长致辞第二由财务总监就公司2023年年报及2024年一季报进行业绩解读 第三公司总经理对上半年经营情况进行回顾并就投资者普遍关注的相关问题进行解答和说明第四由公司独立董事就内控和合规事项发言第五由我就公司报告期内的其他重大事项进行说明第六投资者的网络文字互动环节本次的业绩说明会总时长约一个半小时首先有请公司董事长刘明明先生致辞 尊敬的各位投资者大家好欢迎参加安景食品集团股份有限公司2023年年度及2024年第一季度的业绩说明会今天很荣幸能借助上证路远中心的平台同各位投资者交流安景食品2023年度及20年第一季度经营情况聆听各位投资者对公司发展的专业建议 2023年国内经济仍处于实现平稳增长的关键时期各地各部门加快落实各项促销费的政策措施 ...