编号：2015-02 证券代码：002650 证券简称：加加食品 加加食品集团股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|-----------------------------------|---------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | ■ \n□ \n□新闻发布会 □路演活动 \n■ | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 \n现场参观 □其他 （请文字说明其他活动内容） | | 参与单位名称 | | 海通证券闻宏伟、成珊，瑞银证券黄肇蕾，巴沃资产张泰琳，晟 | | 及人员姓名 | | 贝乐投资周觅，财富证券印磊、傅霆。 | | 时间 | 2015 年 12 月 17 | 日 | | 地点 | 公司会议室，公司募投项目厂区 | | | | | | | 上市公司接待 人员姓名 | 董事会秘书彭杰 | | | | | | | ...

Group 1: New Product Promotion - The company focuses on a "big single product" strategy, launching "original brewed" soy sauce in April, with sales reaching nearly 20 million yuan by the end of September [1][2] - The initial promotion targets the top 300 distributors to establish model markets, aiming to transition consumers towards healthier soy sauce options [1][2] Group 2: Market Expansion and Production Capacity - The company is reallocating some low-end product capacity to produce high-end products with longer fermentation cycles, addressing current production capacity limitations [2][3] - Successful market experiences in Guangxi will be replicated in Hunan and Sichuan for "Noodle Fresh" soy sauce, with expectations for improved performance [2] Group 3: Strategic Focus and Mergers - The "big single product" strategy emphasizes high-margin products like "original brewed" and "Noodle Fresh" soy sauce to enhance competitive capability [2] - The company maintains a cautious approach to mergers, focusing on strategic alignment rather than accumulating unrelated businesses [2][3] Group 4: Plant Oil Business Development - The plant oil segment is currently small, with plans to focus on tea seed oil as a new growth point, aiming to establish a "healthy oil" brand [3] - The company anticipates significant growth in the tea seed oil market within 3-5 years, driven by increased consumer recognition and demand [3] Group 5: Shareholding and Future Plans - The controlling shareholders have no immediate plans to reduce their holdings following the lifting of restrictions on shares [3]

Group 1: Company Overview and Strategy - The chairman introduced the company's history and strategic planning focused on innovation to seize industry opportunities [1] - The company is currently building channels to support future operational strategies, emphasizing extensive distribution and promotional activities [1][2] Group 2: Performance and Market Position - The company’s performance has not met industry expectations due to various factors, including delayed capacity expansion and market promotion challenges [2] - Competitors like Hai Tian and Chu Bang have performed better due to earlier capacity expansions, allowing for aggressive market promotions [2] Group 3: Product Development and Market Adaptation - The company is adjusting its product structure to focus on high-end products, reallocating some low-end production capacity to support longer fermentation cycles [2] - Although production volume has not increased significantly, the focus on high-margin products has led to improved gross margins [2] Group 4: Future Outlook and Investment - The company plans to allocate more resources to channel construction and terminal promotions in Q4, expecting positive results from three years of efforts combined with new capacity releases [2] - The depreciation costs from new investment projects will exert short-term pressure, but the anticipated revenue growth from these projects will mitigate long-term impacts on performance [3] Group 5: Competitive Strategy - The company aims to differentiate itself through innovation in product categories, as traditional quality standards and pricing in the soy sauce market are transparent and competitive [3] - Emphasizing the importance of intellectual property protection to create competitive barriers, the company believes innovation is key to success [3]

证券代码：002650 证券简称：加加食品 加加食品集团股份有限公司投资者关系活动记录表 编号：2014-10 | --- | --- | --- | |----------------|-----------------------|-------------------------------------------------------------------------------------------------------------| | | ■ | 特定对象调研 □分析师会议 | | 投资者关系 | □ | 媒体采访 □业绩说明会 | | 活动类别 | | □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） | | | | 财富证券刘军云、刘雪晴、肖彬，周洁、白玉涵、何畅，才华资 | | 参与单位名称 | | 本任昊翔，易正朗贺建忠、黄朝豪，金陵华软孙咏梅、于娟，富 | | 及人员姓名 | | 礼投资潘妤，湖南信托汪沙雨，浪石投资刘琦雯，安邦资产高 远，银利伟世投资吴蔚，国金证券姜英，中诚信托齐艳涛。 | | 时间 | 2014 年 10 月 | 3 ...

证券代码：002650 证券简称：加加食品 加加食品集团股份有限公司投资者关系活动记录表 编号：2015-01 | --- | --- | --- | |-----------------------------|----------------------------|---------------------------------------------------------------------------------------------------------------------| | 投资者关系 \n活动类别 | ■ \n□ \n■ | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 \n□新闻发布会 □路演活动 \n现场参观 □其他 （请文字说明其他活动内容） | | | | 国泰君安吕明、嘉实基金吴越、易方达基金葛秋石、招商基金杨 | | 参与单位名称 | | 熙、景顺长城基金邓敬东、工银瑞信王鹏、沃胜资产刘洋、万家 | | 及人员姓名 | 上海吾同左国强。 | 基金陈哲、源乘投资马丽娜、高毅资产程卉超、合众资产徐振、 | | | | | | 时间 | 2015 年 6 月 ...

Group 1: Company Strategy - The company introduced the "light soy sauce" strategy, emphasizing low salt, low sugar, and low concentration, which is healthier and more nutritious [2][3] - The "big single product" strategy focuses on high-margin products like "original brewed" and "noodle fresh," aiming to enhance competitive ability in the market [3][4] Group 2: Market Potential - In coastal regions, the per capita consumption of light soy sauce is 3-5 times higher than in inland provinces, indicating a significant market opportunity for shifting consumer preferences [3] - Approximately two-thirds of consumers still prefer traditional dark soy sauce, suggesting a potential for market growth by promoting light soy sauce [3][5] Group 3: Production and Financial Planning - The company plans to release the production capacity of the 200,000-ton premium soy sauce project over three years, with an initial fermentation period of about six months [4][5] - The company has decided to terminate the 30,000-ton vinegar project due to changes in market conditions and a strategic focus on soy sauce production [5][6] Group 4: Product Development - The tea seed oil project is being developed with a focus on high-end products, but faces challenges in sales and market penetration [4][5] - The company aims to create a multi-tiered sales model for tea seed oil, targeting appropriate customer segments [4][6]

证券代码：002650 证券简称：加加食品 加加食品集团股份有限公司投资者关系活动记录表 编号：2022-19 | --- | --- | --- | |----------------------|-------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关 系活动类 别 | □ 特定对象调研 □ 媒体采访 □ 新闻发布会 □ 现场参观 | □ 分析师会议 □ 业绩说明会 □ 路演活动 ☑ 其他:电话会议 | | | 东亚前海证券 王卓亚 | | | | 尚近投资 赵俊 | | | | | 西部证券 李欣欣、王宇晨 | | | 太平洋资管 ...

证券代码：002650 证券简称：ST 加加 2020 年 11 月 20 日投资者关系活动记录表 编号：2020-11 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 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） | | 参与单位名称及 | 个人投资者 ( | 具体名单详见附件) | | 人员姓名 | | | | 时间 | 2020-11-20 | | | 地点 | 加加食品科技园一楼会议室 | | | 上市公司接待人 | | 名誉董事长杨振；董事副总经理杨衡山；董事莫文科；总经理 | | 员姓名 | 周建文；财务总监刘素娥 | | | 投资者关系活动 | 现场沟通的主要情况 | | | 主要内容介绍 | 一 ...

证券代码：002650 证券简称：ST 加加 2021 年 1 月 19 日投资者关系活动记录表 编号：2021-1 | --- | --- | --- | |----------------|--------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ | 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） | | 参与单位名称及 | | 安信证券：苏铖；元复资本：张健、范社彬、范亚超；海通证 | | 人员姓名 | | 券湖南分公司：刘建乐；高盛亚洲：李雨晴。 | | 时间 | 2021-1-19 | | | 地点 | 加加食品科技园一楼会议室 | | | 上市公司接待人 | | 名誉董事长杨振；总经理周建文；董事、副总经理杨衡山；董 | | 员姓名 | | 事莫文科；财务总监刘素娥；董秘杨亚梅。 | | 投 ...

证券代码：002650 证券简称：ST 加加 | --- | --- | --- | |-----------------------|----------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | 投资者关系活动 | √特定对象调研 | □分析师会议 | | 类别 | □媒体采访 | □业绩说明会 | | | □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） | | 参与单位名称及 | | 安信证券：苏铖、赖雯、徐哲琪、黄颖谦；宝盈基金：肖肖； 格林基金：刘思敏；海宸投资：王鹏程；银华基金：孙昊天； 西部利得：潘宇；永诚保险：黄佳斌；东证期货：余济穷。 | | 人员姓名 | | | | 时间 地点 ...