调研速递|广弘控股接受投资者调研 透露业务提振与协同发展要点

Core Viewpoint - Guanghong Holdings held an online performance briefing on September 19, 2023, to address investor inquiries regarding the company's business strategies and growth prospects [1] Group 1: Business Growth Initiatives - The company aims to boost sales through two main strategies: enhancing product value and brand influence via technological empowerment and independent innovation, exemplified by the successful breeding of "Guanghong No. 3" broiler chickens [2] - The company plans to deepen regional market penetration, particularly in county-level specialty industries, by collaborating with local enterprises to create sustainable ecological models and expand into campus and corporate meal delivery markets [2] Group 2: Synergy Among Business Segments - The company highlighted the synergy among its business segments through the "mixed ingredient sales" model, which exemplifies the integration of the supply chain [3] - In the Xinyi campus meal delivery project, the company has begun supplying its own poultry products, and as the slaughtering business improves, related products will be included in the supply system [3] Group 3: Strategic Quantification of the "Big Food Industry" Sector - The company plans to establish a comprehensive "Big Food Industry" strategy by covering the entire industry chain from breeding to sales, aiming for a poultry seedling production capacity of 120 million by 2028, with 15 million quality meat chickens to be processed and a cold chain logistics capacity of 51,000 tons [4] Group 4: "Guanghong No. 3" Broiler Chicken Development - The company has implemented three innovative measures in the development of "Guanghong No. 3" broiler chickens, focusing on targeted technical collaboration based on breed cultivation and market demand, as well as talent development [5] - The successful breeding of "Guanghong No. 3" is supported by the advantages accumulated by Nanhai Poultry, a core breeding farm, which has improved hatchability to 89.93% and the selection rate of quality seedlings to 93.24% [5] Group 5: Trends in the Cold Chain Logistics Industry - The cold chain logistics industry is expected to see trends towards intelligence, greening, and internationalization by the first half of 2025, with a projected total demand for food cold chain logistics reaching 192 million tons, a year-on-year increase of 4.35% [6] - The industry is accelerating its green transformation, integrating energy-saving renovations of cold storage with technologies like AI and blockchain [6]