Core Viewpoint - The company has established a strong competitive advantage in the appetizer cold dish sector and aims to become a leading brand in China, despite fierce competition and significant market potential [1] Group 1: Company Strategy and Market Position - The company is focusing on expanding both domestic and international markets while enhancing its organizational and human resource capabilities [1] - The company has developed a diverse range of cold dish products using local resources, particularly targeting the Japanese market initially, which laid the foundation for future growth [2] - The company emphasizes the importance of research and development (R&D) in food processing, aiming to become a R&D-driven enterprise with a focus on food safety and innovative product development [2] Group 2: Product Development and Sales Performance - In the first half of the year, the company saw significant growth in fish roe product sales, stable growth in seafood products, and a recovery in mushroom product sales, maintaining a steady increase in overall revenue and net profit [3] - The company has adopted a triangular R&D model focusing on basic technology, industrial product development, and application innovation to enhance product quality and introduce new offerings [2] Group 3: Market Trends and Opportunities - The cold dish market is experiencing a shift as large restaurant chains reduce in-house production, opting for specialized cold dish companies to ensure quality and stability [3] - The company is well-positioned to capitalize on the growing trend of restaurant chain expansion, which presents significant B2B market opportunities [4] Group 4: Production and Operational Expansion - The company has established production bases in Dalian and Huai'an, optimizing its supply chain and reducing transportation costs while enhancing production capacity [4][5] - The Huai'an base focuses on mushroom and vegetable products, while the Dalian base specializes in algae, fish roe, and seafood products, allowing for complementary operations [4] Group 5: Capital Market Support - The company has leveraged its public listing to gain credibility and support for its growth initiatives, including the construction of the Huai'an base, which is a key project funded through capital raised from the market [7] - The company plans to issue convertible bonds to fund the second phase of the Huai'an base, which will enhance its product offerings in the meat and seafood sectors, further solidifying its market position [7]
双轮驱动 打造开胃凉菜龙头企业
Zhong Guo Zheng Quan Bao·2025-10-12 20:53