YanKershop(SZ:002847) Xin Hua Cai Jing·2025-10-28 04:12Core Insights - The company is set to establish a production base in Thailand, which will be a key component of its overseas expansion strategy, with construction expected to start next year and take about one year to complete [1] - The investment for the Thailand production base is approximately 220 million yuan, with a focus on producing products like konjac and potato chips [1] - The company aims to increase its overseas sales, projecting revenues to exceed 200 million yuan this year, compared to 62.736 million yuan in overseas revenue last year [1] Group 1 - The company's core product, sesame konjac, has seen strong sales overseas, becoming a phenomenon in the market [2] - In 2024, the company plans to launch a new product under its strategic sub-brand "Da Mo Wang," in collaboration with the century-old brand "Liu Bi Ju," featuring a sesame flavor [2] - The sales of sesame konjac reached over 100 million yuan in a single month in March this year [2] Group 2 - The company plans to further expand its konjac product line, with expectations that revenue from these products will likely exceed one-third of total revenue next year [3] - The company has established a konjac base in Yunnan and is collaborating on konjac sourcing in Southeast Asia to ensure stable raw material supply despite price fluctuations [3] - Although there have been price fluctuations in konjac raw materials, the overall impact on the company is limited due to its supply chain management [3]