Group 1: Company Challenges and Strategies - The company has faced issues with product positioning, initially targeting the mid-to-high-end market but has since shifted back towards its core business [2] - Emphasis on traditional channels has led to stable growth, with plans to expand into new sales channels such as KA, catering, e-commerce, and new retail [2] - Increased focus on talent acquisition and development over the past two years [2] Group 2: Product Strategy - The future product strategy includes a focus on a "big single product" strategy, primarily centered around low-sodium soy sauce, and a continuous push for a "12345" product matrix [2] - There is a commitment to promoting high-margin products and matching sales channels according to product types [2] - New channels currently represent a smaller portion of sales, with traditional channels expected to focus on existing markets while new channels will target growth [2] Group 3: Market Expansion and Competition - The company aims to enhance its market presence by increasing product offerings, expanding the number of distributors, and optimizing sales channels [3] - Strategies include a focus on quality and service to improve competitiveness, alongside initiatives to support distributors with advertising and market feedback mechanisms [3] - The company has implemented a comprehensive price adjustment across all products due to rising raw material costs, with adjustments ranging from 3% to 7% [3] Group 4: Health Trends and Consumer Awareness - The company is addressing the growing consumer awareness of health, particularly regarding salt reduction, with a 30% reduction in salt content in its products [3] - The positioning of low-sodium products as "reducing salt without losing flavor" aligns with health trends and government initiatives [3] Group 5: Corporate Governance and Leadership - The company adheres to strict corporate governance standards, with decision-making processes clearly defined within the board and management [4] - The founder, Yang Zhen, plays a significant role in marketing and product innovation, having introduced several industry-first concepts [4] - The company aims for simultaneous growth in revenue and profit, aligning with investor expectations [4]

编号：2021-7 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 ...

编号：2021-6 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 | --- | --- | --- | |--------------------------|-------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 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 | | 参与单位 名称及人 员姓名 | 信达澳银基金： 张剑滔 徐聪 刘维华 丁凡 ...

Group 1: Company Overview - Jiajia Foods Group Co., Ltd. was established in 1996 and listed on the Shenzhen Stock Exchange in January 2012, becoming the first listed company in its region [2]. - The company is recognized as the "first stock of soy sauce in China" and focuses on the research, production, and sales of soy sauce, vegetable oil, vinegar, chicken essence, oyster sauce, cooking wine, and MSG [2]. - Jiajia's core products, soy sauce and vegetable oil, have significant brand recognition and reputation in the market [2]. Group 2: Production Capacity and Model - The overall production capacity of the group exceeds 5 billion yuan, which supports future sales growth [3]. - The company adheres to a "synchronized production and sales" principle, utilizing an "order + safety stock" production model [3]. - Jiajia Foods has three major production bases located in Ningxiang, Henan, and Sichuan, optimizing production and logistics costs [3]. Group 3: Marketing and Sales Strategy - The company employs a multi-channel sales strategy, including traditional distribution, community group buying, and new media platforms like Douyin and Xiaohongshu [3]. - Jiajia implements a "1+1" brand strategy, focusing on its core products while promoting a diverse range of condiments [3]. - The company aims to reduce salt intake to below 5 grams per day to lower the risk of cardiovascular diseases [3]. Group 4: Financial Goals and Incentives - The company has set a net profit target of 200 million yuan for the next year and 250 million yuan for the year after [4]. - Jiajia Foods is exploring effective compliance pathways to utilize reserved incentive shares for core business partners, enhancing performance incentives [4]. - The company plans to leverage the valuation advantages of the condiment industry in the capital market through strategic partnerships [4].

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：2021-14 | --- | --- | --- | |-----------------------|--------------------------------------------------------------------------------|---------------------------------------------------------------------------| | 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☑ 现场参观 | 分析师会议 \n业绩说明会 \n路演活动 \n其他 : 电话会议 | | | 2021 年 12 月 16 日 13:00-14:00 | 线上： | | | 浙商证券 杨骥、齐晓石 | | | | | 汇添富 劳杰男、胡昕炜、杨瑨、刘伟林 汇添富 董超、何彪、张伟、陈潇扬、田立 | | | | | | | 2021 年 12 月 16 日 15:00-16:30 海通证券 程碧升 | 线上 ...

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：2021-13 | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------|---------------------------------------------| | 投资者关系 活动类别 | □ 特定对象调研 □ \n□ 媒体采访 □ □ 新闻发布会 □ □ 现场参观 ☑ 其他 | 分析师会议 \n业绩说明会 路演活动 : 电话会议 | | | | 浙商证券 杨骥、齐晓石、尹力子 | | | 进门财经 | 刘佩 | | | 光大资管 曾炳祥 | | | | 英大资产 | 孙颖 | | | 易米基金 | 刘泽晨 | | | 诺安基金 | 李新帜 | | | 嘉实基金 | 吴悠 | | | 金鹰 孙倩倩 | | | | 重庆德睿恒丰资产管理有限公司 江昕 | | | | 大家资管 | 钱怡 | | | | | | | 鹏华 丁冯佳 | | ...

编号：2021-10 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 | --- | --- | --- | |--------------------------|-------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

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：2021-8 | --- | --- | --- | |------------------------|-----------------------------------------------------------------------|------------------------------------------------------| | 投资者关 \n系活动类 别 | ■ 特定对象调研 ■ \n□ 媒体采访 □ \n□ 新闻发布会 □ \n□ 现场参观 ■ | 分析师会议 \n业绩说明会 \n路演活动 \n其他 : 电话会议 | | | 浙商证券 | 杨骥、齐晓石、尹力子 | | | 银华基金 | 王斌 | | | 宝盈基金 | 陈金伟、张若伦 | | | 南方基金 | 赵舜 | | | 凯丰投资 | 贺琪 | | | 长城基金 | 刘疆 | | | 源乘投资 | 李婷婷 | | | | | | | 深圳投控资本 | 焦利 | | | 菁英时代 | 谢晓 | | | | | | | 上海进 ...

证券代码：002650 证券简称：加加食品 编号：2021-12 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 系活动类 别 | □ 特定对象调研 ...

编号：2021-18 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 | --- | --- | --- | |--------------------------|---------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...