安迪苏董事长兼总经理郝志刚：优化全球供应网络 提升响应效率

Core Insights - The animal nutrition industry is crucial for global food safety and health, facing challenges due to rising protein demand and limited resources, necessitating technological innovation and sustainable development [1] - Andy Su, a leader in the animal nutrition additives sector, emphasizes the industry's future direction towards sustainability, substitution, and efficiency, with technological innovation as the core driver for resolving supply-demand conflicts [1] Group 1: Business Strategy - Andy Su's core product, "Rhodimet®," holds a nearly 30% global market share in the methionine sector, providing strong support for revenue and profit growth [2] - The company plans to enhance its production capacity, with an additional 40,000 tons expected at its European base by the end of the year and a similar increase at its Nanjing plant by the end of 2026 [2] - Andy Su is expanding its high-value specialty products business, which includes products that enhance digestion, ruminant products, and health and nutrition products, targeting a 20% revenue contribution from new products over the next five years [3] Group 2: R&D and ESG Commitment - The company invests at least 3% of its revenue annually in R&D, focusing on internal process optimization and new product development, while also establishing a €1 million innovation fund every three years to address industry challenges [3] - Andy Su integrates ESG (Environmental, Social, and Governance) principles into its core strategy, elevating ESG management to the decision-making level by upgrading its strategic committee [3] - Innovative products like FeedKind® protein, produced through natural gas fermentation, and wastewater recycling projects demonstrate the company's commitment to sustainability and resource efficiency [4] Group 3: Global Operations - As it approaches its 10th anniversary, Andy Su has successfully integrated European technology and production capabilities, increasing its Nanjing plant's capacity from 170,000 tons to 350,000 tons, making it the largest and most cost-competitive liquid methionine production facility globally [5] - The company combines global integration with localized operations, optimizing its supply network to match regional market characteristics and enhance service quality [5] - Andy Su has distributed a total of 4.6 billion yuan in dividends to investors over the past decade, emphasizing its commitment to investor relations and transparent communication [5]