HACL(SH:600598) Sou Hu Cai Jing·2025-09-25 08:00Core Viewpoint - The company aims to achieve high-quality development in its liquid milk business by focusing on a strategy of "quantity and profit coexist, with profit as the priority" for the second half of the year, implementing six key measures to overcome market challenges and enhance operational efficiency [1][9]. Group 1: Performance Review - In the first half of the year, the company faced challenges such as slowing growth in the domestic liquid milk market and differentiated consumer demand, but achieved some progress in optimizing product structure and enhancing terminal sales [3]. - Despite the sales expansion, profit growth lagged, and there were issues with uneven regional market development and the need for improved channel collaboration [3]. Group 2: Strategic Focus - The company will implement six key actions to drive its strategy of "quantity and profit coexist, with profit as the priority" [1][9]. 1. Dynamic Balance Model: Establish a "sales-profit" dynamic balance model, focusing on high-margin products like low-temperature fresh milk and organic pure milk, aiming for these products to account for over 40% of sales [3]. 2. Channel Ecosystem: Deepen strategic cooperation with distributors through initiatives like the "Thousand Merchant Empowerment Plan" and expand new channels such as community group buying and live e-commerce [4]. 3. Service Enhancement: Implement a "72-hour response mechanism" to improve service efficiency for distributors, aiming for a 30% increase in order processing and delivery speed [5]. 4. Targeted Marketing: Execute "one product, one strategy" marketing campaigns, including health education live streams and in-store tasting events to boost repurchase rates [6]. 5. Profit-Oriented Management: Implement a comprehensive management system that links marketing expenses to sales effectiveness, ensuring a focus on profit generation [7]. 6. Integrity in Operations: Strengthen discipline and compliance through initiatives like "Integrity in Operations Education Month" and establish roles for monitoring compliance [8]. Group 3: Mobilization and Commitment - The company has mobilized its workforce to focus on profit-driven products and has set specific tasks for channel expansion, brand promotion, and supply chain optimization [9]. - The management has called for a strong commitment to transforming strategic plans into practical results, aiming to elevate the company from a regional leader to a national benchmark in the liquid milk industry [9].