Core Insights - The animal nutrition industry is crucial for global food safety and health, facing challenges due to rising protein demand and limited resources, necessitating technological innovation and sustainable development [1][2] - Andy Su, a leader in the methionine sector, aims to transition towards sustainability, substitution, and efficiency, with technological innovation as a key driver for industry upgrades [1][2] Company Strategy - Andy Su's core product, "Rhodimet®," holds a nearly 30% global market share in 2024, supporting revenue and profit growth [2] - The company plans to enhance production capacity, with a 40,000-ton increase at its European base by year-end and a similar expansion at its Nanjing facility by the end of 2026 [2] - A new 150,000-ton solid methionine project in Quanzhou, Fujian, is set to begin trial operations next year [2] - Andy Su is expanding its high-value specialty products, targeting a 20% revenue contribution from new products over the next five years [2][3] Research and Development - The company invests at least 3% of its revenue annually in R&D, focusing on process optimization and new product development [3] - An innovation fund of €1 million is established every three years to address common industry challenges [3] - The company is exploring alternative protein sources and sustainable development trends, integrating ESG (Environmental, Social, and Governance) into its core strategy [3][4] Global Operations - Andy Su has adopted a strategy of "bringing in" and "going out," enhancing its production capacity in Nanjing and exporting products to Southeast Asia, South America, and India [5] - The company operates two major production bases in Europe and China, creating a complementary global supply system [5] - Future plans include optimizing the global supply network and enhancing service quality in key markets [5][6] Financial Performance and Investor Relations - Over the past decade, Andy Su has distributed a total of 4.6 billion yuan in dividends to investors [5] - The company emphasizes investor relations management and aims to communicate its strategic plans and growth prospects effectively [5][6]

Core Insights - The animal nutrition industry is crucial for global food safety and health, facing challenges due to rising protein demand and limited resources, necessitating technological innovation and sustainable development [1] - Andy Su, a leader in the animal nutrition additives sector, emphasizes the industry's future direction towards sustainability, substitution, and efficiency, with technological innovation as the core driver for resolving supply-demand conflicts [1] Group 1: Business Strategy - Andy Su's core product, "Rhodimet®," holds a nearly 30% global market share in the methionine sector, providing strong support for revenue and profit growth [2] - The company plans to enhance its production capacity, with an additional 40,000 tons expected at its European base by the end of the year and a similar increase at its Nanjing plant by the end of 2026 [2] - Andy Su is expanding its high-value specialty products business, which includes products that enhance digestion, ruminant products, and health and nutrition products, targeting a 20% revenue contribution from new products over the next five years [3] Group 2: R&D and ESG Commitment - The company invests at least 3% of its revenue annually in R&D, focusing on internal process optimization and new product development, while also establishing a €1 million innovation fund every three years to address industry challenges [3] - Andy Su integrates ESG (Environmental, Social, and Governance) principles into its core strategy, elevating ESG management to the decision-making level by upgrading its strategic committee [3] - Innovative products like FeedKind® protein, produced through natural gas fermentation, and wastewater recycling projects demonstrate the company's commitment to sustainability and resource efficiency [4] Group 3: Global Operations - As it approaches its 10th anniversary, Andy Su has successfully integrated European technology and production capabilities, increasing its Nanjing plant's capacity from 170,000 tons to 350,000 tons, making it the largest and most cost-competitive liquid methionine production facility globally [5] - The company combines global integration with localized operations, optimizing its supply network to match regional market characteristics and enhance service quality [5] - Andy Su has distributed a total of 4.6 billion yuan in dividends to investors over the past decade, emphasizing its commitment to investor relations and transparent communication [5]