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双汇发展:预计下半年公司肉制品吨利将维持在较高水平
Bei Jing Shang Bao· 2025-08-13 13:45
Core Insights - The company held an investor communication meeting on August 13, highlighting a 21% year-on-year increase in meat product sales through emerging channels, which now account for 17.6% of total sales, particularly strong in the snack and e-commerce sectors [2] - Sales in the catering channel saw a modest 2% year-on-year growth [2] - The newly launched Fule brand and other high-cost performance products achieved sales of approximately 10,000 tons, with new meat product sales reaching 65,000 tons, representing 10% of total meat product sales [2] - The company plans to enhance meat product sales through reforms in sales organizations, development of professional clients, and strengthening market networks [2] - For the second half of the year, the company anticipates a year-on-year decrease in meat product costs and intends to increase market support, actively participate in competition, and continue promoting high-cost performance products, expecting to maintain a high profit per ton for meat products [2]
双汇发展(000895) - 2025年8月13日投资者调研记录
2025-08-13 11:38
Group 1: Financial Performance and Projections - The company expects a decrease in meat product costs year-on-year in the second half of 2025, maintaining high profit margins for meat products [3] - The pig and poultry farming sectors have shown significant improvement, with a substantial reduction in operating losses year-on-year [4] Group 2: Sales Performance - In the first half of 2025, meat product sales in emerging channels grew by 21%, accounting for 17.6% of total sales, with significant contributions from the snack and e-commerce channels [5] - Sales in the catering channel increased by 2% year-on-year in the first half of 2025 [6] - High-cost performance products, such as the Fule brand, sold approximately 10,000 tons in the first half of 2025, contributing to market competition [7] - New meat products achieved sales of 65,000 tons, representing 10% of total meat product sales, generating revenue of 1.44 billion yuan, which is 12% of total meat product sales revenue [8] Group 3: Sales Growth Drivers - The increase in meat product sales in Q2 2025 was attributed to the implementation of specialized sales teams and enhanced market operations [9] - The company has focused on expanding new channels, resulting in significant growth in sales from member supermarkets and convenience stores [9] Group 4: Future Strategies - The company plans to continue reforming sales structures and enhancing market operations [10] - There will be an emphasis on developing professional clients and expanding the customer base [10] - The company aims to strengthen network development and improve product offerings to meet diverse consumer needs [10] - Digital applications will be leveraged to empower market sales [11]