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]

000895 投资者调研记录编号：2025-07 河南双汇投资发展股份有限公司 投资者调研记录 时间 2025 年 8 月 13 日 地点 电话会议 投资者关系活 动类别 双汇发展投资者交流会 参与单位名称 及人员姓名 中金公司陈文博 华夏基金李柄桦 中欧基金钱静舒 招商基金宋歌 新华资管韩越秦 兴银基金吕贺庆 东吴基金赵梅玲 华泰资管陈少楠 等 50 余人 公司接待人员 公司董事长万宏伟先生、董事兼总裁马相杰先生、常务副总裁兼财 务总监刘松涛先生、董事会秘书张立文先生等。 会议记录 1、下半年肉制品的吨利展望？ 3、上半年肉制品在新兴渠道中的哪些渠道表现更好？ 上半年，公司肉制品在新兴渠道销量情况良好，销量同比增长 21%、销量占比达 17.6%，其中休闲零食渠道和电商渠道在新兴渠道中的销量占比较大且增幅明显。 下半年，预计公司肉制品成本同比有所下降，同时公司将加大市场支持力度，积 极参与竞争，并继续加强高性价比产品的推广，预计下半年公司肉制品吨利将维持在 较高水平。 2、下半年养殖业务经营展望？ 上半年，公司养猪业、禽产业规模同比继续提升，养殖成绩明显改善，完全成本 持续下降，经营同比大幅减亏。下半年，公 ...