天味食品2024年营收、净利润同比双增长 复合调味品市场前景向好

Core Viewpoint - Tianwei Food achieved record high revenue and net profit in 2023, indicating strong operational efficiency and profitability growth [1][3] Financial Performance - In 2023, Tianwei Food reported revenue of 3.476 billion yuan, a year-on-year increase of 10.41% - The net profit attributable to shareholders reached 625 million yuan, up 36.77% year-on-year - The company plans to distribute a cash dividend of 0.55 yuan per share, totaling 585 million yuan [1] Business Segments - Online channel revenue grew over 51.7% year-on-year, while offline channel revenue increased by 4.42% - Main product revenues included hot pot base (1.265 billion yuan), Chinese dish seasoning (1.771 billion yuan), and sausage and cured meat seasoning (329 million yuan), with respective growth rates of 3.53%, 16.56%, and 10.99% [2] Strategic Focus - The company is focusing on cost reduction and efficiency improvement, diversifying marketing strategies, enhancing R&D capabilities, and strengthening digital operations to support growth [2] - Tianwei Food is developing a product matrix centered around major products and expanding categories for the "thick hot pot" series [2][5] Market Outlook - The compound seasoning market is expected to grow significantly due to increasing demand from both B-end and C-end consumers for standardized, convenient, and healthy products [4] - Companies in the sector, including Tianwei Food, need to enhance product innovation, optimize production processes, and expand sales channels to maintain competitiveness [4] Future Goals - Tianwei Food aims for a revenue and net profit growth of no less than 15% in 2025, focusing on quality improvement and organizational efficiency [6]