盐津铺子：2025年上半年，公司进一步聚焦战略核心产品

Core Viewpoint - The company, Yanjinpuzi, is focusing on its strategic core product, "Big Devil" sesame-flavored beef tripe, which is experiencing rapid growth and record monthly sales as of the first half of 2025 [1] Financial Performance - The company's revenue from leisure konjac products reached 791 million, representing a year-on-year growth of 155.10% [1] - The market concentration for these products has further increased [1] Sales Channels - The "Big Devil" sesame-flavored beef tripe shows strong sales performance across various channels, including quantitative circulation, snack channels, high-potential membership (new supermarkets), and e-commerce [1] - Overseas and bulk channels also contributed to incremental growth [1] Cost Management - Despite high volatility in konjac raw material prices, the company benefits from cost advantages due to the upstream layout of its controlling shareholder [1] Market Potential - The konjac snack market has significant growth potential and can be compared to traditional spicy snacks [1] Strategic Focus - From 2025 to 2027, the company will continue to deepen its core product strategy for "Big Devil" sesame-flavored beef tripe [1] - The company plans to enhance sales revenue through multi-channel and overseas market collaboration, employing diverse marketing strategies tailored to different channels and regions [1] Product Development - The company will continue to engage in brand collaborations, focusing on sesame flavor as a key direction for ongoing innovation in taste and texture [1]