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涪陵榨菜(002507) - 002507涪陵榨菜投资者关系管理信息20250919
2025-09-19 07:14
Group 1: Sales and Inventory Management - The impact of upcoming holidays on terminal sales is minimal due to the nature of the products being optional consumer goods, primarily used in family dining scenarios [1] - Current channel inventory is approximately six to seven weeks, with increased consumer awareness leading to enhanced inventory management [1] Group 2: Mergers and Acquisitions Strategy - The company plans to continue its acquisition efforts, focusing on the compound seasoning segment with companies that have a certain scale and standardization [2] - Post-acquisition management will leverage existing teams for production, R&D, and operations [1] Group 3: Product Development and Marketing - The company has optimized the flavor and process of the radish product line, launching new customized products and receiving positive market feedback [3] - There is an ongoing development of functional products, including healthy and snack-oriented options, with a focus on diverse packaging and customized offerings [5] - The company is innovating in the snack category, with products like "Crispy Small Vegetables" and various flavored peanuts [6] Group 4: Investment Projects and Production Capacity - The company is progressing with fundraising projects, having completed parts of factory frameworks and intelligent production facilities, with gradual production ramp-up based on demand [4] Group 5: Raw Material Cost Management - The price of green vegetable heads is expected to remain stable between 800-1000 RMB per ton, barring extreme weather conditions [7] - The company is increasing its procurement of raw materials to mitigate the impact of price fluctuations [8] Group 6: Dividend Policy - The company emphasizes shareholder returns, maintaining a stable upward trend in cash dividend ratios, with future plans to provide consistent and increasing dividends based on operational performance [9] Group 7: Brand Investment Strategy - The company maintains a consistent brand presence, adjusting marketing investments based on product maturity and market conditions, while focusing on return on investment [10]