永顺泰（001338.SZ）8月15日在投资者互动平台表示，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，满足不同种类啤酒酿造客户的需求。公司与百威 啤酒、嘉士伯啤酒、喜力啤酒、华润雪花啤酒、青岛啤酒、燕京啤酒、珠江啤酒等知名啤酒制造商均有 超过20年的合作历史，这些客户的啤酒工厂遍布全国各地，公司的麦芽生产基地分布于广东、浙江、江 苏、山东、河北等地区，该布局与啤酒酿造及消费的主要市场相匹配。同时，公司也持续推进与区域性 中小客户及精酿啤酒客户的合作，能够为其提供品类齐全、质量可靠的特种麦芽、定制麦芽产品及细致 周到的售后服务。后续公司将继续深耕麦芽主业，持续做强做专做优麦芽主业，坚持走高端化发展之 路，力争实现量的合理增长和质的有效提升的有机结合、相辅相成。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：近年来越来越多白酒企业和食品相关企业入局精酿啤 酒领域，贵司多次在媒体和投资者交流中提及产能领军低位，但少有说明目前国内精酿啤酒麦芽的竞争 格局；不知贵司当下精酿啤酒产能情况如何？国内市场中，由于精酿啤酒附加值高，运输成本的边际效 应 ...

Group 1: Company Capacity and Projects - The company's current production capacity is 1.08 million tons per year, with sufficient utilization rates [2] - A new 50,000 tons/year specialty malt production line is under construction, expected to be completed by the end of 2025 [2] - The specialty malt project is aligned with the company's strategy to enhance its manufacturing capabilities and cater to large beer group clients [2] Group 2: Specialty Malt Performance - Specialty malt sales and revenue currently represent a small proportion of the overall business, but the gross margin is higher than that of regular malt due to more complex processing [2] - The company is one of the early entrants in the specialty malt sector in China, leveraging long-term technical and market experience [2] - Future plans include enhancing product quality and expanding market reach for specialty malt products [2] Group 3: Market Trends and Company Strategy - The beer industry is shifting towards high-end and craft products, increasing demand for specialty and high-end malts [3] - The company aims to strengthen its technological innovation and product development to meet evolving customer needs [3] Group 4: Financial Performance - In 2024, the company reported an 11.53% decline in revenue, while net profit surged by 72.50% [3] - Revenue decline was attributed to lower selling prices outweighing the increase in malt sales volume, driven by a decrease in raw material costs [3] - Net profit growth resulted from effective procurement strategies and cost control measures, including a reduction in financial expenses by 37.08 million yuan [3] Group 5: Operational Status - As of the second quarter of 2025, the company's operations are stable and progressing steadily compared to the first quarter [3]