Yantang Dairy(002732) 证券时报网·2025-03-30 11:16Core Insights - Yantang Dairy achieved a revenue of 1.732 billion yuan and a net profit of 103 million yuan for the year 2024, alongside a cash dividend proposal of 1.5 yuan per 10 shares [1] Group 1: Industry Overview - The dairy industry is facing increasing competition in 2024, prompting Yantang Dairy to maintain strategic focus on marketing, production, dairy source management, technological innovation, and internal management [1] - Yantang Dairy is implementing a comprehensive service enhancement program to ensure product quality across the entire supply chain, addressing consumer demand for high-quality dairy products [1] Group 2: Development Projects - Yantang Dairy is spearheading the "Guangdong Urban Agricultural Dairy Industry Cluster" project, which is expected to receive 100 million yuan in central government funding, aimed at enhancing resource advantages and optimizing the dairy industry structure in Guangdong [2] - The company plans to invest in a smart logistics center and a modern dairy processing plant with a daily capacity of 600 tons, aimed at improving storage and production capabilities [3] Group 3: Market Expansion - Yantang Dairy is focusing on expanding its market presence in the Greater Bay Area by enhancing traditional channels and adopting diversified strategies [4] - The company has successfully entered the Macau market and is now the exclusive milk brand for the "Milk and Soy Milk Program" in local schools for the 2023/2024 and 2024/2025 academic years [4] - Yantang Dairy's products have also entered the Hong Kong market, achieving full coverage in the Greater Bay Area and enhancing brand influence [4] Group 4: Product Innovation and Branding - The company has launched several co-branded products with prestigious universities, enhancing its brand recognition among younger consumers [5] - Yantang Dairy has introduced 18 new products in 2024, including various flavored yogurts and milk, catering to diverse consumer preferences [6] Group 5: Future Strategy - Yantang Dairy aims to continue its focus on high quality, sales promotion, and execution efficiency, while advancing the construction of industry cluster projects to achieve new breakthroughs in high-quality development [7]