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【私募调研记录】诚盛投资调研农 产 品
Zheng Quan Zhi Xing· 2025-05-26 00:07
Core Insights - A well-known private equity firm, Chengsheng Investment, recently conducted research on a listed company in the agricultural products sector, focusing on enhancing the efficiency of agricultural product circulation and building a win-win ecosystem across the entire industry chain [1] Group 1: Company Strategies - The company aims to improve agricultural product circulation efficiency through various measures, including strengthening market linkage, developing import and export businesses, and advancing digital construction [1] - It has established a nationwide layout of agricultural wholesale markets, optimizing market distribution and expanding transaction varieties to enhance trading efficiency [1] - The company collaborates with approximately 400,000 acres of standardized and digitalized planting bases to meet merchant demands and promote regional development [1] Group 2: Market Expansion and Digitalization - The company actively explores domestic and international markets, introducing multiple product categories and enhancing its import and export service capabilities [1] - It integrates upstream supply chain resources to accelerate market expansion and has established subsidiaries in various cities for food ingredient distribution [1] - The company leverages technology to improve digital operational capabilities, promoting a unified payment transaction system and testing standard transport vehicles [1] Group 3: Brand Development and Shareholder Returns - The company is expanding its "Deep Agricultural Selection" product matrix, focusing on discovering and nurturing high-quality specialty products to enhance brand image [1] - It plans to distribute a cash dividend of 0.70 yuan for every 10 shares to all shareholders, with a total cash dividend amounting to 118,787,489.17 yuan [1]
农 产 品(000061) - 000061农产品2025年5月23日投资者关系活动记录表
2025-05-23 13:00
Group 1: Company Overview - The company was established in 1989 and listed on the Shenzhen Stock Exchange in 1997, with a network of 35 logistics projects across over 20 major cities in China [1] - The average annual trading volume of the company's wholesale markets exceeds 33 million tons, with an average annual trading value exceeding 250 billion yuan [1] Group 2: Strategic Development - The company aims to enhance its service capabilities across the entire agricultural supply chain, focusing on merchant needs and operational efficiency [2] - New strategic hubs are being established in Chengdu, Shanghai, and Guangdong to strengthen agricultural circulation [2] Group 3: Business Operations - The company provides a one-stop service for the agricultural supply chain, including wholesale trading venues, food safety testing, and brand cultivation [3] - Inter-market collaboration is emphasized to expand supply channels and business coverage [4] Group 4: Base Construction - The company has established partnerships with approximately 400,000 acres of agricultural bases across multiple provinces, promoting integrated development of agriculture [5] Group 5: Import and Export Expansion - The company has successfully introduced various international products, including frozen squid from Indonesia and Malaysia, and is enhancing its import-export service capabilities [6] Group 6: Urban Food Distribution - The company has established 21 branches in major cities for food distribution, creating a nationwide network centered in Shenzhen [7] Group 7: Digital and Standardization Initiatives - The company is advancing its digital operations through the "Digital Vegetable Basket" initiative and has implemented a payment system covering 20 wholesale markets [8] - A traceability system for the agricultural supply chain is being developed to ensure food safety [8] Group 8: Brand Development - The company is expanding its "Deep Farm Selection" product matrix, focusing on high-quality specialty products to enhance brand influence [8] Group 9: Dividend Distribution - The company plans to distribute a cash dividend of 0.70 yuan per 10 shares, totaling approximately 118.79 million yuan, which accounts for 30.92% of the net profit attributable to shareholders [8]