走进佳禾食品：一杯咖啡的智造硬实力

Core Insights - The event "I am a Shareholder" organized by Guohai Securities showcased Jiahe Food Industrial Co., Ltd., highlighting its strategic achievements in the coffee industry, product innovation, and channel expansion [1] Group 1: Company Overview - Jiahe Food was established in 2001, starting with a registered capital of 1 million and 3 acres of land, and has since grown to 16 subsidiaries and five factories, focusing on three main business lines: powdered oils, coffee, and plant-based beverages [2] - The company has launched three major consumer product lines: coffee, oat milk, and milk tea, with oat milk emphasizing a "whole grain" health concept developed in collaboration with the National Grain Science Institute [2] Group 2: Production and Quality Control - The Jinmao Coffee factory, a key focus of the event, spans 35,000 square meters and features fully automated production lines covering the entire coffee production process from roasting to packaging [3] - The factory employs advanced equipment, including German Probat roasters and GA extraction systems, ensuring flavor consistency and production efficiency [3] - Jiahe Food emphasizes quality control and sustainability, sourcing coffee beans from major global production areas and implementing direct sourcing projects to stabilize raw material supply [3] Group 3: Management Dialogue - During the dialogue, the coffee product line manager highlighted that the core advantages of Jinmao Coffee lie in supply chain stability and R&D capabilities, with a reported growth rate of over 60% for the coffee business this year [4] - The company prioritizes food safety, implementing strict supplier admission systems and traceability measures, and is recognized as a model for food safety responsibility in Jiangsu Province [4] - Guohai Securities noted that despite competitive pressures in the food industry, segments like coffee are experiencing rapid growth, and Jiahe Food's comprehensive control over the supply chain positions it well for market share expansion [4] Group 4: Strategic Direction - The event underscored Jiahe Food's commitment to transforming from a raw material supplier to a brand operator, leveraging technology to drive value upgrades in response to new consumer trends [5] - With ongoing capacity expansion in coffee production and deepening consumer channels, Jiahe Food aims to achieve high-quality development through a dual strategy of "manufacturing + branding" [5]