原料价格波动应对
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涪陵榨菜:公司采购方面占比较大的主要是青菜头
Zheng Quan Ri Bao Zhi Sheng· 2026-01-29 13:10
证券日报网讯 1月29日,涪陵榨菜在互动平台回答投资者提问时表示,公司采购方面占比较大的主要是 青菜头,公司近两年加大了青菜头原料的收购量、减少了半成品收购量,公司未来将通过不断推进产业 科学化运作、加强原料窖池建设等方式平抑原料市场价格大幅波动,以充足的原料储存应对未来原料价 格波动带来的影响,其它大宗物资采购通过年度集中招标方式完成;销售方面,公司具备一定的行业定 价权,公司未来将综合行业形势、市场接受度和CPI指数等情况综合考虑、制定价格策略。 (编辑 楚丽君) ...
涪陵榨菜:公司近两年加大了青菜头原料的收购量
Zheng Quan Ri Bao· 2026-01-15 11:41
Group 1 - The company has increased the procurement of green vegetable head raw materials over the past two years while reducing the purchase of semi-finished products [2] - The company plans to stabilize the fluctuations in raw material market prices by advancing scientific operations and enhancing raw material storage facilities [2] - The company aims to maintain sufficient raw material reserves to mitigate the impact of future price volatility [2]
丽臣实业(001218) - 丽臣实业2025年8月8日投资者关系活动记录表
2025-08-08 08:12
Group 1: Company Overview - The company operates in the fine chemical sector, focusing on the research, production, and sales of surfactants and cleaning products, with production bases in Changsha, Shanghai, and Dongguan [2] - Annual production capacity for surfactants exceeds 60,000 tons, while cleaning products have an annual capacity of approximately 25,000 tons [2] Group 2: Pricing and Market Position - The pricing logic for surfactant products is based on "main material costs + other costs + reasonable profit" [2] - The top five manufacturers of anionic surfactants in China account for over 70% of the national production, with the company ranking among the top two in terms of production and sales volume [2] Group 3: Financial Aspects - The share-based payment expense for the year 2024 is projected to be 33.1658 million yuan (pre-tax), while for 2025, it is estimated at 12.8660 million yuan (pre-tax) [3] Group 4: Cost Management and Strategy - Direct materials constitute over 90% of the production costs, and the company employs a pricing strategy that links product sales prices to raw material procurement prices to manage costs effectively [4] - The company aims to enhance its decision-making capabilities regarding market fluctuations and adjust raw material inventory based on market changes to improve profitability [4] Group 5: Strategic Planning - The current strategic plan focuses on strengthening the core business without diversifying into palm oil production or acquisitions, emphasizing product structure optimization and market expansion [5]