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加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:48
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].
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:48
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 ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:42
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 | | ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:42
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 | --- | --- | --- | |--------------------------|-------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:40
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 ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:40
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 ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:38
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 | --- | --- | --- | |--------------------------|---------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:38
Group 1: Company Overview - Jiajia Foods Group Co., Ltd. was established in 1996 and listed on the Shenzhen Stock Exchange in January 2012, recognized as "China's first soy sauce stock" [2]. - The company specializes in the research, production, and sales of soy sauce, vegetable oil, vinegar, chicken essence, oyster sauce, cooking wine, and seasoning products, with total assets of 3.13 billion CNY and net assets of 2.56 billion CNY [2]. - In 2020, the company achieved operating revenue of 2.073 billion CNY and a net profit of 176 million CNY, ranking among the top in the seasoning industry [2]. Group 2: Innovation and Market Strategy - Jiajia Foods has pioneered several industry innovations, including the first soy sauce bottle cap design and the introduction of "light soy sauce" and "dark soy sauce" concepts, which transformed consumer habits [2]. - The company was the first to advertise on CCTV, establishing itself as a national brand and transitioning from traditional manufacturing to smart manufacturing [2]. - Future plans include enhancing innovation to create a distinctive seasoning brand over the next 3-5 years [2]. Group 3: Sales and Distribution - The company plans to increase its sales personnel by approximately 500 this year, with further additions planned for the next year [2]. - The focus for next year's distributor recruitment will be on expanding into first-tier cities like Beijing, Shanghai, Guangzhou, and Shenzhen, as well as penetrating lower-tier markets [3]. Group 4: Pricing and Market Response - The company has adjusted its product prices due to rising raw material costs, with a price increase that considers market acceptance [5]. - The expected price increase for the seasoning sector is between 3% and 7%, which will impact performance and profits, but market response will take time to materialize [7]. Group 5: Health and Product Differentiation - Jiajia Foods emphasizes health and safety in its product offerings, advocating for reduced salt consumption in line with WHO recommendations [6]. - The company has introduced "low-salt light soy sauce" as a strategic product, aligning with health-conscious consumer trends [6].
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:38
编号:2021-17 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 \n系活动类 \n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 | | | 12 月 23 日 10:00-11:00 | 线上: | | | 志开投资 | 吕斐斐 | | | 银华 | 郭思捷 | | | 循远资产 段怡帆 | | | | 新华资产 | 雷凯 | | | 新华基金 蔡春红 | | | | 相生资产 苏文晶 | | | | 溪牛投资 王真忆 | | | | 驼铃资产 廖英飞 | | | | | | | | 平安银行 ...
加加食品(002650) - 加加食品调研活动信息
2022-11-21 15:36
编号:2021-15 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 | --- | --- | --- | |------------------------------|-------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...