Sunner(SZ:002299) Zheng Quan Ri Bao·2025-09-12 22:36Core Viewpoint - The company reported a significant increase in sales revenue for August 2025, indicating strong performance in both poultry and processed meat segments, despite a month-on-month decline in sales [2][3]. Group 1: Sales Performance - In August 2025, the company achieved sales revenue of 1.857 billion yuan, a year-on-year increase of 19.11%, but a month-on-month decrease of 12.76% [2]. - The poultry farming and processing segment generated sales revenue of 1.300 billion yuan, up 13.84% year-on-year, with a month-on-month decline of 12.23% [2]. - The processed meat products segment saw sales revenue of 913 million yuan, reflecting a year-on-year growth of 35.51%, with a month-on-month decrease of 7.12% [2]. Group 2: Volume Performance - The sales volume for the poultry farming and processing segment reached 137,400 tons, marking a year-on-year increase of 15.18%, but a month-on-month decline of 13.16% [2]. - The processed meat products segment sold 48,000 tons, which is a 47.46% increase year-on-year, with a month-on-month decrease of 6.95% [2]. Group 3: Business Strategy and Cost Management - From January to August 2025, the company maintained steady growth in production and sales across all business segments, with an increasing proportion of processed products, indicating an optimized product structure [3]. - The company's all-channel layout strategy has shown significant results, enhancing the overall revenue structure, with high-value channel sales continuing to grow and retail maintaining rapid growth [3]. - The export business performed exceptionally well, with August's single-month revenue increasing by over 90% year-on-year [3]. - The company has implemented various measures to consolidate cost advantages, achieving a year-on-year reduction in comprehensive meat production costs from January to August 2025, further solidifying its profit foundation [3].