YanKershop(SZ:002847)2024-07-10 12:41Financial Performance - The company expects net profit attributable to shareholders to be between 310 million and 330 million CNY, representing a year-on-year growth of 26.18% to 34.32% compared to 245.67 million CNY in the same period last year [3]. - Operating revenue is projected to be between 2.4 billion and 2.5 billion CNY, reflecting a year-on-year increase of 26.72% to 32.00% from 1.89 billion CNY in the previous year [3]. - The basic earnings per share are estimated to be between 1.16 CNY and 1.24 CNY, compared to 0.92 CNY per share in the same period last year [3]. Cost Management - The company has seen a decrease in production costs due to a drop in prices of raw materials such as eggs and oils during the first half of 2024 [4]. Product Strategy - The company is focusing on seven core product categories, including spicy snacks and deep-sea snacks, to enhance product quality and supply chain efficiency [14]. - The company plans to launch new products, such as quail eggs and a sesame-flavored product, in major retail outlets like Sam's Club [14]. Distribution and Market Presence - The company is expanding its distribution channels, including e-commerce and convenience stores, to strengthen brand influence and market presence [14]. Organizational Strategy - The company has implemented two phases of a restricted stock incentive plan to optimize its long-term incentive mechanism [13]. - The strategic focus has shifted from a dual-driven growth model of "products + channels" to a "channel-first" approach, enhancing product leadership and organizational structure [13]. Innovation and Growth - The company emphasizes digital transformation and increased R&D investment to support its long-term growth strategy [13].