格隆汇12月19日丨永顺泰(001338.SZ)在互动平台表示，公司的麦芽产品绝大部分用于啤酒酿造，同时 公司也在其他应用领域（如威士忌酿造、食品、制药等）开展了一些可行性的探索和研究。公司与江南 大学食品工程、发酵工程等领域的团队有一定的科研交流。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，永顺泰在互动平台回答投资者提问时表示，公司通过持续加大与客户及科研 院所的合作力度，加强技术创新，具备了针对啤酒客户的不同需求而加工各类定制化麦芽的能力，推动 产品结构转型升级。 ...

（文章来源：证券日报） 证券日报网讯 12月11日，永顺泰在互动平台回答投资者提问时表示，近年来公司继续增加中高端麦芽 产能，两个首发募投项目已先后完工投产，并实施新建5万吨/年特制麦芽生产线项目，以满足市场对中 高端麦芽的需求。后续公司将继续深耕麦芽主业，持续做强做优麦芽主业，坚持走高端化发展之路，力 争实现质的有效提升和量的合理增长的有机结合、相辅相成。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司核心原料（优质大麦/小麦）的年种植规模（自有 基地+合作种植面积）及产能占比，是否规划扩大国内种植基地（如在黄淮海/西北等产区）？ 永顺泰（001338.SZ）12月9日在投资者互动平台表示，公司主要从事麦芽的研发、生产及销售，是国内 产销规模最大的麦芽制造厂商。公司的发展战略是深耕麦芽主业，巩固公司在行业内的领先地位，致力 于打造世界一流的麦芽供应商。公司主要使用进口大麦作为原料。 （文章来源：每日经济新闻） ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：光伏组件选型（单/多晶硅、碲化镉等）和系统设计上 有何技术考量？是否探索"光伏+农业"、"光伏+厂房屋顶"等创新应用模式？特别是在原料种植基地是否 考虑结合光伏大棚？ 永顺泰（001338.SZ）12月9日在投资者互动平台表示，公司主要从事麦芽的研发、生产及销售，是国内 产销规模最大的麦芽制造厂商，原料均为外购。公司实施光伏电站项目的主要目的是为了结合各下属公 司实际情况，充分利用太阳能资源，改善用能结构，推动绿色生产。 ...

证券日报网讯 12月8日，永顺泰在互动平台回答投资者提问时表示，麦芽在食品、制药等大消费新兴领 域的应用目前需求量相对较小。麦芽绝大部分用于啤酒酿造，也可用于威士忌酿造、食品、制药等领 域。公司目前主要的销售对象是啤酒酿造企业。公司未来将根据市场需求变化，持续优化产品结构，探 索新的应用场景。 （文章来源：证券日报） ...

Core Viewpoint - The company is focused on optimizing production capacity and expanding both domestic and international markets for high-end malt products [2] Production Capacity Optimization - The company plans to increase high-end malt production capacity, having completed two initial fundraising projects and is implementing a new 50,000 tons/year specialty malt production line to meet market demand [2] - Future capacity structure optimization and layout improvements will be arranged according to strategic development needs [2] Market Development - The company aims to consolidate its domestic market while actively exploring overseas markets, achieving a year-on-year increase in malt sales [2] - There will be a focus on expanding overseas sales opportunities to achieve a balance between domestic and international business [2] Production Operations - The company employs a coordinated production and sales model, aligning production schedules with customer demand to ensure smooth operations [2] - This model allows the company to effectively cover major regions across the country, enhancing operational efficiency and reducing logistics costs [2] Product and Service Enhancement - The company is increasing collaboration with customers and research institutions to boost the sales proportion of customized products, better meeting customer needs [2]

（编辑 楚丽君） 证券日报网讯 12月5日，永顺泰在互动平台回答投资者提问时表示，公司是国内较早介入特种麦芽领域 的生产企业之一，具有较长时间的技术和市场积累，能够为客户提供质量可靠的产品和细致周到的售后 服务，满足不同种类客户的需求。 ...

Group 1: Company Overview and Strategy - The company is the largest malt producer in China and the fourth largest globally, focusing on deepening its core malt business to maintain industry leadership and become a world-class malt supplier [2] - Recent projects include the expansion of Guangmai Phase 4 and a new 130,000-ton premium beer malt project, increasing production capacity by 27%, both of which are currently operating at full capacity [2] - The company plans to continue optimizing production capacity based on customer needs and explore acquisition opportunities to enhance industry scale and influence [2] Group 2: Export Business Insights - Domestic sales account for the majority of revenue, with exports typically representing 25-30% of total sales, fluctuating based on domestic market conditions [2] - The company exports to various regions, including Southeast Asia, Central and South America, Japan, South Korea, and Africa, leveraging product quality, short transport distances, and quick response times to customer demands [2] Group 3: Pricing and Procurement Strategies - Pricing for large clients is determined through annual tenders, with contracts typically set for one year, while small to medium clients are subject to market pricing based on supply and demand [2] - The company does not engage in price locking for barley, a commodity with volatile market prices, but organizes procurement based on market trends to mitigate price fluctuations [3] Group 4: Risk Management - Key risks facing the company include industry competition, raw material price volatility, exchange rate fluctuations, changes in USD interest rates, food safety and quality control, and environmental and safety production concerns [3] - To manage exchange rate risks, the company has increased its export ratio and implemented a foreign exchange derivatives trading policy to hedge against currency fluctuations [3]

Group 1: Company Overview and Development - The company has focused on the research, production, and sales of beer malt since its establishment in 1987, currently operating 5 factories with an annual malt production capacity of 1.08 million tons, ranking first in Asia and fourth globally [2] - The company has over 20 years of collaboration with major beer manufacturers such as Budweiser, Carlsberg, and Tsingtao Brewery, and exports products to Southeast Asia, South America, Japan, Korea, and Africa [2] Group 2: Competitive Advantages and Market Strategy - The company maintains a competitive edge by specializing in the mid-to-high-end malt sector, continuously improving product lines and technical capabilities over 30 years [2] - The company adjusts its production capacity based on market changes and employs strategies like unified marketing and procurement to maximize overall benefits [2] Group 3: Pricing and Sales Model - Barley prices are influenced by supply-demand dynamics, climate, agricultural policies, and geopolitical factors, leading to uncertainties; the company locks in raw material prices to mitigate risks [2] - The sales pricing for large clients is determined through annual tenders, while small clients are subject to market pricing based on supply-demand conditions [2][3] - The primary sales model is direct sales, with only one distributor operating in Taiwan and the Philippines [3] Group 4: Export and Product Diversification - Domestic sales dominate, with exports accounting for approximately 25% to 33% of total sales, fluctuating based on domestic market conditions [3] - The company offers specialized malt products to meet the high-end demands of the beer industry, aligning with the trend of increasing beer quality [3] Group 5: Dividend Policy - Since its listing in November 2022, the company has emphasized sharing profits with shareholders, distributing cash dividends of 30.10 million yuan (19.29% of net profit) for 2022, 52.68 million yuan (30.35% of net profit) for 2023, and plans for 151 million yuan (50.27% of net profit) for 2024, indicating a gradual increase in dividend payout ratios [3]