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增长动能强劲 劲仔食品一季度营收同比增长10.27%
Core Viewpoint - The company, Jinzhai Food, reported a steady revenue growth of 10.27% year-on-year in Q1 2025, driven by its leisure fish products and bean products, despite slight profit declines due to increased sales and financial expenses [1] Financial Performance - In Q1 2025, Jinzhai Food achieved a revenue of 595 million yuan and a net profit of 67.54 million yuan, with a non-recurring net profit of 53.37 million yuan [1] - The company plans to distribute a cash dividend of 3 yuan per 10 shares, totaling 134 million yuan, bringing cumulative dividends since its IPO to 592 million yuan, which is 3.7 times the net amount raised during the IPO [1] Product Development and Market Position - Jinzhai Food focuses on developing high-quality protein snacks, including leisure fish products, poultry products, and bean products, with a strong product matrix featuring the flagship product, Jinzhai Deep Sea Anchovy, which has maintained its leading position in the fish snack category for eight consecutive years [2][3] - The company has seen a 19% year-on-year revenue growth for its flagship product, Jinzhai Deep Sea Anchovy, which is recognized for its high protein and unsaturated fatty acid content [3] Strategic Initiatives - The company aims to create a differentiated competitive advantage in the quail egg market, which has significant growth potential despite short-term pressures [4] - Jinzhai Food has established multiple research platforms to innovate and develop new products, including the first antibiotic-free, ready-to-eat soft-boiled quail eggs, and has set national standards for this product category [4] - The company has a renewed mission to produce healthy snacks that improve people's quality of life, focusing on high-quality protein and health-oriented product development [4][5]
劲仔食品持续推动健康大单品战略 以高分红回报投资者
Zheng Quan Ri Bao· 2025-04-15 16:32
Core Viewpoint - The company is committed to a health-focused product strategy, emphasizing the growth of its key products and plans for shareholder returns [1][2]. Financial Performance - In 2024, the company achieved revenue of 2.412 billion yuan, a year-on-year increase of 16.79% [1] - The net profit attributable to shareholders reached 291 million yuan, up 39.01% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 261 million yuan, reflecting a 39.91% increase [1] Strategic Focus - The company is implementing a health-oriented "big single product" strategy, which has led to significant sales growth and market recognition [1][2] - The company has launched multiple innovative products in 2024, supported by various research platforms to enhance product competitiveness [1] Market Positioning - The company has established partnerships with over 100 snack specialty channels, covering more than 35,000 terminal stores, with this channel's revenue growing over 100% year-on-year [2] - The company emphasizes the importance of product quality and consumer education in driving sales and market growth [2] Shareholder Returns - The company plans to distribute a cash dividend of 3 yuan per 10 shares, totaling 179 million yuan, which is 61% of the net profit attributable to shareholders [2] - The company has a three-year dividend return plan, committing to distribute at least 20% of the annual distributable profit in cash if conditions allow [3] - Since its IPO, the company has distributed over 590 million yuan in dividends, significantly exceeding its initial fundraising amount [3]
劲仔食品海外业务今年有望带来惊喜
Chang Sha Wan Bao· 2025-04-15 13:22
Core Viewpoint - The company aims to focus on high-quality protein health products, including leisure fish products, poultry products, and bean products, to drive high-quality growth and continue to return value to investors [1] Financial Performance - In 2024, the company achieved a total revenue of 2.412 billion yuan, representing a year-on-year growth of 16.79% - The net profit attributable to shareholders reached 291 million yuan, up 39.01% year-on-year, while the net profit excluding non-recurring items was 261 million yuan, increasing by 39.91% [2] - In Q4 2024, the net profit reached 76.62 million yuan, marking a historical quarterly high [2] Product Sales Breakdown - Sales revenue from leisure fish products, poultry products, bean products, and vegetable products (konjac) were 1.533 billion yuan, 509 million yuan, 247 million yuan, and 79 million yuan respectively, with year-on-year growth rates of 18.76%, 12.67%, 13.89%, and 9.58% [2] Innovation and R&D - The company launched several industry-first innovative products in 2024, including DHA-rich deep-sea fish, antibiotic-free quail eggs, and probiotic soy products without preservatives [2] - The company plans to leverage various research platforms to create a high ground for healthy snack research, focusing on health-oriented development [2] Market Expansion and Strategy - The company is enhancing cooperation with high-end membership stores like Hema to provide customized products and services [3] - Currently, overseas market business is relatively small, but operations have been established in over 30 countries and regions, including Southeast Asia, Japan, South Korea, and Europe and America [3] - The overseas market is expected to grow significantly, outpacing domestic market growth [3] Dividend Policy - The company approved a dividend plan of 3 yuan per 10 shares, with a total dividend amount of 179 million yuan for 2024, accounting for 61% of the net profit attributable to shareholders [3] - The company has maintained a high dividend payout ratio of over 60% of net profit in recent years and introduced mid-year dividends for the first time in 2024 [3] - Since its IPO in 2020, the company has distributed over 590 million yuan in dividends, more than three times the raised funds of 160 million yuan [3]