股票代码：002726 股票简称：龙大美食 债券代码：128119 债券简称：龙大转债 山东龙大美食股份有限公司投资者关系活动记录表 答：公司深耕新零售渠道，以产品为主体，深挖产品潜力，持续打造爆款产品，并构建了主播达人矩阵， 依托各类短视频、直播进行线上推广，同时聚焦京东、抖音等头部平台，深化私域业务。自去年下半年 以来，相继上新了轻卤肥肠、爆汁鲜肉肠，今年陆续推出拇指肠、糯米肠、奶酪肠等系列产品，并通过 直播带货，整体增速较好。新品轻卤肥肠上市后仅一个半月实现 1,000 万元的销售额，在"与辉同行-山 东行"直播活动中实现 GMV420 万元；"鲜食记爆汁鲜肉肠"上市首日线上直播销额突破 1 万单，在"与 辉同行"和"辛选"已连续两个月取得同类产品第一的销量。 3、公司的肉制品业务主要 TO C 吗？ 答：主要通过经销商渠道和商超渠道、以及电商流通到 C 端。 4、养殖出栏量大概在什么水平？未来几年屠宰量会有增长吗？ 答：公司 2024 年生猪出栏量 38.24 万头，预计 2025 年出栏量 40 万头左右，养殖整体出栏量控制在屠宰 量的 10%左右。目前，公司围绕"销售为王"，整合资源在销售上做重点 ...

Core Insights - The article discusses the evolving landscape of the restaurant market and how Longda Food is leveraging "full-scenario empowerment + super scenario explosive products" to enhance its competitive edge [1] Group 1: Company Strategy - Longda Food constructs its competitive foundation through a full industry chain system that reduces costs and enhances market competitiveness [3] - The company integrates large customer service resources to provide comprehensive product services, achieving precise alignment with diverse market demands through national production capacity [3] - Longda Food gathers professional talents such as chefs and R&D engineers, driving product innovation and upgrades through three major R&D centers located in Shandong, Shanghai, and Sichuan [3] Group 2: Supply Chain Transformation - In response to the industry's changes, Longda Food is restructuring its supply chain system focusing on three dimensions to achieve scenario transformation [3] - The company customizes products in core areas like hot pot and Chinese cuisine, leveraging deep customer service experience to create standard products such as hot pot meat slices and Longda fresh food thumb sausages [3] - Longda Food employs a channel reduction strategy to broaden its product line and sales channels, while also capturing personalized demands from large clients in the Western fast food sector [3] Group 3: Product Innovation - Longda Food has developed innovative fresh food scenarios, launching products like hot marinated fresh dishes, fresh marinated dishes, and handmade fresh meatballs [4] - The company has successfully introduced products such as old soup sauce beef and juicy fresh meat sausages, achieving sales exceeding ten million yuan shortly after their online launch [4] - Longda Food is creating comprehensive sales scenarios in offline channels, including fried goods, marinated goods, and baking areas, enhancing product coverage and brand influence through channel integration and scenario customization [4] Group 4: Future Vision - Longda Food aims to evolve from a product supplier to a scenario service provider, guided by its core values of integrity, quality control, research and development, sales, and service [4] - The company plans to lead the food industry into a new era through innovative scenario-based supply chains and collaboration with industry partners [4]