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中恒集团:5月7日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-05-08 10:41
证券之星消息,2025年5月8日中恒集团(600252)发布公告称公司于2025年5月7日召开业绩说明会。 问:公司之后的盈利有什么增长点? 答:您好。公司一是医药板块聚力工业增长。开拓血栓通纯销市场,拓展基层渠道销售;持续开展空白 医院开发、静默医院复活,加快血栓通上量;进一步提升跌打丸市场覆盖率,做好复方蛤蚧等产品电商 销售,力争实现口服制剂销售新突破;二是巩固健康食品板块销售。打造龟苓膏、三七健康食品核心大 单品及其周边产品,拓展多元化销售渠道,力争实现药线渠道、零食系统全渠道增长;持续开3发药食 同源类养生甜品,增加养生类产品,深度挖掘增量业务;三是持续创新日化板块。以全渠道、全品类布 局战略为核心,重点投入资源打造渠道明星单品,利用酒店用品协会资源,持续扩大酒店及商旅业务的 销售份额;四是加快推进产品出海。借助复星医药(600196)平台走向海外,走进东南亚,寻求新机 遇。 具体内容如下: 问:在内生增长与业务梳理方面,公司核心产品院内院外市场有哪些具体的发展策略? 答:您好。公司通过大区战区协同落实个性化市场策略,2由战区带领省区落地执行的营销工作模式, 全方位下沉终端、深耕区域市场,守基本盘,攻 ...
甘源食品一季度业绩变脸 大量增加的销售费用能否换回增长?
Xin Lang Zheng Quan· 2025-04-23 04:02
Core Viewpoint - Ganyuan Food's Q1 2025 financial results showed a significant decline in revenue and net profit, attributed to high base effects from the previous year and a contraction in traditional supermarket business [1][3]. Financial Performance - Q1 2025 revenue was 504 million yuan, a year-on-year decrease of 13.99% - Net profit attributable to shareholders was 52.76 million yuan, down 42.21% year-on-year [1]. - The sales net profit margin dropped to 10.47% from around 15% in previous years, with the non-recurring net profit margin falling to 9.09% [4]. Reasons for Performance Decline - Revenue decline was influenced by a significant reduction in low-priced gift box live-streaming during the Spring Festival and a decrease in traditional supermarket business scale [3]. - Increased procurement costs for key raw materials, such as palm oil, led to a gross margin reduction of 1.08% [3]. - Sales expense ratio increased by 4.24 percentage points, and management expense ratio rose by 1.56 percentage points [3]. Market Expansion and New Channels - Ganyuan Food is focusing on expanding into Southeast Asian markets and has initiated a strategy to enhance its export capabilities [4]. - The company has established stable partnerships with various snack retail systems, which include a range of products [5]. - New channels, particularly snack retail stores, are seen as crucial for driving growth, although traditional channels are experiencing a decline [6]. Industry Context - The Chinese snack food market reached a size of 1,124.7 billion yuan in 2023, maintaining rapid growth but facing intense competition [7]. - Competitors like Liuyin Pupu and Three Squirrels have begun price reductions to enhance competitiveness, indicating a challenging market environment [7].