Group 1: Business Overview - Black Cow Food Co., Ltd. operates in three main business segments: soybean milk powder (cereal), liquid milk (peanut milk, yogurt), and cocktails [2] - The company plans to introduce new products in the peanut milk category, including a 100ml drink in collaboration with Spider-Man [2] Group 2: Product Development and Strategy - Existing products are stable, with new products being added to drive vertical growth and fill market gaps [3] - The cocktail market shows promise, with initial investments planned based on sales performance [3] Group 3: Market Positioning and Competition - The market for cocktails is large, and brand recognition is still developing; the company aims to position TAKI as a premium brand through marketing strategies [3] - The company is collaborating with media outlets for targeted offline marketing to enhance brand visibility [3] Group 4: Future Growth and Projections - The cocktail segment is expected to contribute to future revenue growth, although specific figures for this year are not disclosed [3] - The company is focusing on upgrading its brand and distribution channels while introducing new products aimed at middle-aged and elderly consumers [3]

Sales Performance - New product sales exceeded 2 billion in the first half of the year, representing a 4-fold increase compared to the previous year [2] - The company aims to capture 10% of the beer market, which has an annual sales volume of 200 billion, targeting a sales scale of 20 billion [3] - The gross profit margin for distributors is approximately 35% [3] Product Launch and Marketing Strategy - The new product is expected to launch in December, with a marketing positioning as a "new love artifact" [2] - The marketing strategy includes online promotions and partnerships with strong distributors, focusing on beer sales channels, nightlife venues, and the internet [2][3] - Traditional advertising channels like TV will not be utilized initially, with a focus on online platforms such as Youku and LeTV [4] Investment and Development - The investment in product development is around 40-50 million, which includes costs for brand representation [4] - The company is actively recruiting sales personnel and plans to conduct nationwide招商 (investment solicitation) in November [2] Market Potential and Consumer Engagement - The market for this type of product has significant growth potential, supported by the increasing use of the internet and the beer market's expansion [4] - The company emphasizes the importance of product design and quality, aiming to create a leading domestic brand [2][3]

证券代码：002387 证券简称：黑牛食品 编号：031 黑牛食品股份有限公司投资者关系活动记录表 | --- | --- | |-------------------------|---------------------------------------------------------------------| | | | | 投资者关系活动 | | | 类别 | □ 特定对象调研 | | | | | 参与单位名称及 人员姓名 | 国泰君安证券柯海东、闫伟 | | 时间 | 2015 年 5 月 18 日 | | 地点 | 汕头 | | 上市公司接待人 员姓名 | 董事、董事会秘书黄树忠 | | 投资者关系活动 | 1 、定增的进展。 | | 主要内容介绍 | 答：最近发了几个公告，不停地反馈，补充、细化回复。 | | | 2 、代言人最近的粉丝见面会的活动。 | | | 答：深圳洲际酒店，目前筹备工作已基本就绪，粉丝很热情。 | | | 3 、达奇招商情况。 | | | 答：目前招商侧重于有啤酒经验和渠道的客户。 | | | 4、请介绍达奇营销团队。 | | | 答：达奇团队从去年 11 月开始建 ...

证券代码：002387 证券简称：黑牛食品 编号：029 黑牛食品股份有限公司投资者关系活动记录表 | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------| | | | | 投资者关系活动 类别 | □ 特定对象调研 | | 参与单位名称及 人员姓名 | 东吴证券 | | 时间 | 2015 年 1 月 9 日 | | 地点 | 广州 | | 上市公司接待人 员姓名 | 副董事长、总经理吴迪年，董事、董事会秘书黄树忠 | | 投资者关系活动 | 1 、问：预调鸡尾酒目前的市场规模和增长情况如何？ | | 主要内容介绍 | 答：鸡尾酒当前的市场规模约有 50 亿元，以 30%-50% 的速度在增 长，未来几年达到百亿规模没有悬念。 | | | 2 、问：做为一个快速成长的新行业，如何预测其市场规模的边界和增 长速度？ | | | 答：预调鸡尾酒产品的消费者培育过程进行得很顺利，市场接 ...

证券代码：002387 证券简称：黑牛食品 编号：030 黑牛食品股份有限公司投资者关系活动记录表 | --- | --- | |-----------------------|----------------------------------------------------------------| | 投资者关系活动 \n类别 | □ 特定对象调研 | | 参与单位名称及 | | | 人员姓名 | 银河证券、鹏华基金、银华基金、泰康资产等 | | | | | 时间 | 2015 年 3 月 3 日 | | 地点 | 广州 | | 上市公司接待人 | 董事长林秀浩；副董事长、总经理吴迪年；董事、董事会秘书黄树忠 | | 员姓名 | | | | | | 投资者关系活动 | 林董：鸡尾酒从去年开始爆发，今年鸡尾酒的发展会空前热闹，各 | | 主要内容介绍 | 品牌、多企业都会参与，行业看好，谁做得好跑得快，才能占领市场。 | | | 1 、鸡尾酒市场行业在风口上，面对好行业，竞争非常激烈，公司 | | | 思路和策略是什么？ | | | 答： TAKI 一上市的定位就是第一阵营，我们追求品质，瓶型设计灵 ...

证券代码：002387 证券简称：黑牛食品 编号：032 黑牛食品股份有限公司投资者关系活动记录表 | --- | --- | |------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系 活动类别 | □ 特定对象调研 | | 参与单位名 称及人员姓 名 | 国金证券王琳、国海证券周振宁、余春生、中国对外经济贸易信托有限公司张越昕、丁盛、 广发资产管理胡泽、中广核财务有限责任公司黄载祺、东海证券洒露、徐玲玲、四川信托 郝俊杰、江苏瑞华控股葛苑姣、刘无私、上海申万宏源任慕华、淅商证券葛越 | | 时间 | 2015.7.6 | | 地点 ...

证券代码：002387 证券简称：维信诺 维信诺科技股份有限公司投资者关系活动记录表 编号：2020-002 | --- | --- | --- | |---------------|----------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关 | □特定对象调研 □分析师会议 | | | 系活动类 | □媒体采访 □业绩说明会 | | | 别 | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他 （电话会议） | | ...

编号：2017-002 证券代码：002387 证券简称：黑牛食品 黑牛食品股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------|-----------------------|----------------------------| | | | | | 投资者关 | | 特定对象调研 □分析师会议 | | 系活动类 | □媒体采访 □业绩说明会 | | | 别 | □新闻发布会 | □路演活动 | | | 现场参观 | | | | □其他 | （请文字说明其他活动内容） | | 参与单位 | 华夏基金 | | | | 长盛基金 | | | 名称 | 华商基金 | | | | 南华基金 | | | | 新华基金 | | | | 九泰基金 | | | | 中邮创业资金 | | | | 泰达宏利基金 | | | | | | | | 安邦资产 | | | | 暖流资产 | | | | 中国人寿资产 | | | | 信诚人寿资产 | | | | 天安财产保险 | | | | 中再资产 | | | | 北京辰阳资产 | | | | 民生信托 | | | | 银河证券 | | ...