DELISI(SZ:002330) Zhi Tong Cai Jing·2026-01-16 09:46Core Viewpoint - The company Deli Foods (002330.SZ) forecasts a net profit attributable to shareholders of 4 million to 6 million yuan for the year 2025, marking a turnaround from losses in the previous year [1] Group 1: Financial Performance - The company is expected to achieve a net profit of 4 million to 6 million yuan in 2025, indicating a return to profitability compared to the previous year [1] - The impact of non-recurring gains on net profit is estimated at approximately 67 million yuan, primarily due to government subsidies and gains from acquisitions and divestitures [1] Group 2: Market and Operational Strategies - In response to a challenging market environment, the company has intensified market development efforts, accelerated product innovation, and improved supply chain and internal production coordination [1] - The company has adopted strategies such as live streaming sales and in-store promotions to boost sales and stabilize market share amid increasing competition and a weak overall market performance [1] Group 3: Cost Management and Efficiency - The company has been focusing on cost reduction and efficiency improvement, with digital transformation efforts showing positive results [1] - Despite these efforts, the gross margin for chilled and frozen meat has declined year-on-year due to fluctuations in the pig market prices [1]