调研速递|粤海饲料接受投资者调研 透露销售计划与业绩预期等要点

Core Viewpoint - Guangdong Yuehai Feed Group Co., Ltd. held an investor meeting to discuss its performance and future strategies, highlighting confidence in sales growth and market expansion initiatives [1][2]. Group 1: Sales and Marketing Strategies - The company has achieved good results from its "Spring Action" and "Summer Victory Action" sales campaigns, with plans for further promotional activities and market expansion [2]. - Key strategies include enhancing customer loyalty through technical exchange meetings and breeding training, developing specialized feed products based on a "three highs and three lows" technical strategy, and targeting emerging and low-penetration aquaculture regions with tailored marketing strategies [2]. - The company aims to achieve a win-win situation for performance and farmer income through initiatives like "Yuehai Wealth Creation" and "Hundred Counties, Thousand Villages, Ten Thousand Households" promotional activities [2]. Group 2: Sales Volume Expectations - In the first half of 2025, the company's aquaculture feed sales reached 330,000 tons, representing an 11.40% year-on-year increase [2]. - The company is confident that its full-year aquaculture feed sales for 2025 will significantly exceed the 2024 level of 787,100 tons, driven by a strong market foundation and seasonal demand [2]. Group 3: Food Processing Segment - The food processing segment has benefited from enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales, and expanding offline business through partnerships with chain restaurants and well-known brands [3]. - The company has optimized its product structure and service quality as part of its growth strategy in this segment [3]. Group 4: Production Capacity - The company has established a production capacity of approximately 2.5 million tons, with an actual capacity of nearly 1.5 million tons and a utilization rate of around 70% [3]. - The Vietnam factory is currently in the installation and debugging phase, with plans to be operational within the year, which will enhance the company's global production capacity and international competitiveness [3]. Group 5: Shareholder Information - As of September 10, 2025, the total number of shareholders for the company was 21,930 [4].