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 ...

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 ...