Group 1: Company Performance and Market Outlook - The company is currently in a peak production and sales season, with a positive overall situation and most products able to meet supply demands [3] - The company is confident about sales in 2023, especially with the optimization of pandemic policies leading to a gradual release of market demand [3] - The company achieved good performance during the Double Eleven shopping festival, meeting its expected targets [4] Group 2: Product Highlights and Innovations - Key products such as Dou Fei Fei and Hong Xiao Pai are currently in high demand, with Dou Fei Fei featuring high protein content (29.7g per 100g) and zero sugar [5] - The company has made significant breakthroughs in promoting strategic products, particularly Dou Fei Fei, which has gained popularity due to its health benefits and convenient packaging [4] - The company is expanding its product offerings to include health-focused items, maintaining a focus on red dates and healthy food [6] Group 3: Marketing and Sales Strategies - The company is enhancing its marketing strategies through live streaming and short video platforms to boost brand awareness and sales [5] - A comprehensive channel strategy is being implemented, focusing on integrating online and offline sales [5] - The company plans to leverage new media platforms to promote its products and build a private traffic pool for targeted marketing [5] Group 4: Future Plans and Strategic Goals - The company aims to achieve a market value of 10 billion and revenue of 10 billion, focusing on high-end red dates and health food [6] - There are considerations for implementing an equity incentive plan in the future to support the company's transformation and development [5] - The company is committed to finding quality investment targets that align with its strategic development goals [6]

Group 1: Management and Strategic Planning - The new management team has plans for strategic development and potential major changes in the company [3] - There is a focus on the development of specialty store channels, with more emphasis on upgrading these channels in external communications [3] Group 2: Sales Channels and Performance - The company is interested in the performance of the e-commerce channel during the Double Eleven sales event and is considering expanding product categories [3] - Current operations of the supermarket channel are primarily led by the company, and there are questions about the sustainability of growth in this channel [3] Group 3: Partnerships and New Products - Inquiry about the financial arrangements with SMG and whether the partnership has started generating revenue [3] - The company is considering introducing new product categories and possibly new brands alongside these products [3]

Group 1: Strategic Transformation - The company is transitioning from a production-led to a market-led enterprise, simplifying its product structure from over 300 items in ten series to around 100 items in four categories [1] - The sales model is shifting from primarily specialty stores to a multi-channel approach including specialty stores, supermarkets, and e-commerce [1][2] - The strategy for specialty stores includes four steps: consolidating existing franchisees, standardizing store operations, separating management from operations, and shifting from product marketing to value marketing [2] Group 2: Sales Channel Development - The company aims to achieve a 90% coverage rate in core supermarket areas by 2014, with plans to establish 1,940 KA stores [3] - The e-commerce strategy involves enhancing the online team, integrating advanced technologies, and developing a multi-platform approach to improve customer experience and loyalty [3] Group 3: Advertising and Market Presence - The company began advertising in Shanghai in December 2013, significantly increasing brand awareness and product recognition in the region [4] - Future advertising strategies will depend on the effectiveness of the Shanghai market, with no current plans for nationwide advertising [4] Group 4: Raw Material Procurement - The company owns over 8,000 acres of raw material bases, with 2,000 acres in Henan and 6,000 acres in Xinjiang, and has long-term agreements with local farms to ensure quality supply [5] - The expansion of red date planting areas, particularly in Xinjiang, has provided a stable supply of quality raw materials, although procurement risks remain due to weather conditions [5][6] - The procurement price of red dates slightly decreased in 2013, but the impact of El Niño on 2014 prices remains uncertain [6]

投资者关系活动内容纪要 时间：2015 年 12 月 4 日 14:00-16:00 地点：好想你公司厂区、董事会办公室 交流人员：本次参加调研机构及人员姓名：安信证券苏铖；银华基金张萍；淡 水泉投资刘晓雨 公司人员：董事会秘书豆妍妍、董事会办公室王铭君 主要交流内容： 问题一、好想你作为红枣行业的领导者，近年来贵公司在适应新经济环境 下做了转型等一系列尝试，请简单介绍下贵公司在转型方面所作的努力。 回复：随着市场的新发展和新特征，首先，好想你启动了产品的战略转型 ——由商务礼品为主向产品无核化、休闲化、差异化转型，在立足礼品消费市 场的基础上，开创红枣休闲健康零食的消费新时代。其次，公司在销售渠道上 也成功的实现了战略转型，公司整体的销售渠道发展策略是精耕细作连锁专卖 渠道，强力推进商超渠道和大力发展电子商务渠道。 在产品方面，转型三年产品升级卓见成效。作为红枣行业的龙头企业，好 想你引领中国红枣行业经历了产品 1.0 时代、2.0 时代、2.5 时代、3.0 时代， 正在进入 4.0 时代。红枣 1.0 时代即未经过加工的原枣类产品，以好想你健康 情系列产品为代表，好想你凭借优质的原枣类产品迅速成长为行业 ...

附件 5： 证券代码：002582 证券简称：好想你 好想你枣业股份有限公司投资者关系活动记录表 | --- | --- | |---------------------------|-------------------------------------------------------------------------------------------------------------------------------| | | | | | √ 特定对象调研□分析师会议 | | | □ 媒体采访□业绩说明会 | | 投资者关系活 动类别 | □ 新闻发布会□路演活动 | | | □现场参观 | | | □ 其他 | | 参与单位名称 及人员姓名 | 安信证券苏铖；银华基金张萍；淡水泉投资刘晓雨 | | | | | 时间 | 2015 年 12 月 4 日 14：00-16：00 | | 地点 | 好想你公司厂区、董事会办公室 | | 上市公司接待 人员姓名 | 董事会秘书豆妍妍、董事会办公室王铭君 | | 投资者关系活 动主要内容介 | 1、好想你作为红枣行业的领导者，近年来贵公司在适应新经济 ...

投资者关系活动内容纪要 时间：2015 年 12 月 18 日 15:00-16:30 地点：好想你公司厂区行政办公楼董事会办公室 交流人员：本次参加调研机构及人员姓名：中国国际金融股份有限公司吕若晨 公司人员：董事会秘书豆妍妍、董事会办公室王铭君 主要交流内容： 问题一、好想你作为红枣行业的领导者，近年来贵公司在适应新经济环境 下做了转型等一系列尝试，请简单介绍下贵公司在转型方面所作的努力。 回复：随着市场的新发展和新特征，首先，好想你启动了产品的战略转型 ——由商务礼品为主向产品无核化、休闲化、差异化转型，在立足礼品消费市 场的基础上，开创红枣休闲健康零食的消费新时代。其次，公司在销售渠道上 也成功的实现了战略转型，公司整体的销售渠道发展策略是精耕细作连锁专卖 渠道，强力推进商超渠道和大力发展电子商务渠道。 在产品方面，转型三年产品升级卓见成效。作为红枣行业的龙头企业，好 想你引领中国红枣行业经历了产品 1.0 时代、2.0 时代、2.5 时代、3.0 时代， 正在进入 4.0 时代。红枣 1.0 时代即未经过加工的原枣类产品，以好想你健康 情系列产品为代表，好想你凭借优质的原枣类产品迅速成长为行业新星， ...

投资者关系活动内容纪要 时间：2014 年 11 月 14 日 14:30-17:30 地点：好想你枣业股份有限公司会议室 交流人员：宏源证券陈嵩昆、刘洋；中银国际刘颜、姚永华；国泰人寿李 海英；光大保德信孔晓语；中金公司吕若晨；国海证券余春生。 公司人员：总经理苗国军；董秘石聚领；证券事务代表豆妍妍。 主要交流内容： 问题一：新的管理层到位之后，在公司发展战略上有没有新的规划？是否 会有大的变革？在销售渠道上是否会有侧重？ 回复：公司的发展战略是既定的，即围绕"一个中心、一条主线"（以持 续引领中国红枣领导品牌为中心，以打造红枣全产业链精益管理体系为主线） 的发展方针，外抓渠道和产品转型，内抓质量控制和管理提升，全面实施由生 产主导向市场主导的转型。新的管理层的引进，主要还是围绕公司战略能够落 地，使战略执行实施过程中能够达到准、快、稳的效果。销售渠道上仍然会坚 持专卖、商超、电商"三驾马车"齐头并进，今年计划新增加流通渠道，产品 定位为大包散枣类产品，将弥补公司在批发领域的市场空白。 问题二：公司三个渠道的发展，对专卖店渠道的发展似乎更为偏重，公司 在对外宣传中也更多的介绍专卖店渠道的升级情况，公司未来是 ...

附件 5： 证券代码：002582 证券简称：好想你 好想你枣业股份有限公司投资者关系活动记录表 编号：2015（12）-02 | --- | --- | |---------------------------|--------------------------------------------------------------------------------------------------------------| | | | | | √ 特定对象调研□分析师会议 | | 投资者关系活 | □ 媒体采访□业绩说明会 | | 动类别 | □ 新闻发布会□路演活动 | | | □现场参观 | | | □ 其他 | | 参与单位名称 及人员姓名 | 中国国际金融股份有限公司吕若晨 | | 时间 | 2015 年 12 月 18 日 15：00-16：30 | | 地点 | 好想你公司厂区行政办公楼董事会办公室 | | 上市公司接待 | 董事会秘书豆妍妍、董事会办公室王铭君 | | 人员姓名 | 1、好想你作为红枣行业的领导者，近年来贵公司在适应新经济 环境下做了转型等一系列尝试，请简单介绍下贵公司 ...

附件 5： 编号：2016（06）-02 证券代码：002582 证券简称：好想你 好想你枣业股份有限公司投资者关系活动记录表 | --- | --- | |----------------|------------------------------------------------------| | | | | | □ 特定对象调研√分析师会议 | | 投资者关系活动 | □ 媒体采访□业绩说明会 | | 类别 | □ 新闻发布会□路演活动 | | | □现场参观 | | | □ 其他 | | 参与单位名称及 | 嘉实基金、工银瑞信基金、北信瑞丰基金、银华基金、安邦 | | 人员姓名 | 基金、兴业全球基金等 | | 时间 | 2016 年 6 月 22 日 9:45-10:45 | | 地点 | 招商证券 2016 年中期策略会酒店会场 | | 上市公司接待人 | 董事会秘书豆妍妍、董事会办公室王铭君 | | 员姓名 | | | --- | --- | --- | |-------------------|-----------------------------------------|------ ...