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Core Viewpoint - The company, Jinlongyu, is expanding into the egg-laying hen business due to the low market concentration in the industry, leveraging its existing resources and sales channels to provide high-quality egg products [2] Company Summary - Jinlongyu has launched various egg products, including antibiotic-free eggs, selenium-enriched eggs, and eggs suitable for raw consumption [2] - The company has established a chicken farm in Chongqing, which began production this year, with a current stock of 750,000 hens [2] - The primary sales channels for the company's egg products include traditional supermarkets and local chain stores [2] Industry Summary - The egg-laying hen industry is characterized by low market concentration, presenting opportunities for companies like Jinlongyu to gain a competitive advantage [2] - The company aims to utilize its existing feed raw materials and downstream sales channels to enhance its market position in the egg industry [2]

Group 1 - The recent investor relations activity of Yihai Kerry Arawana Holdings Co., Ltd. attracted significant attention, with numerous institutions gathering to understand the company's business layout and development trends [1] - The on-site visits took place on September 11 and September 16, 2025, at two locations in Chongqing and Hangzhou, with participation from 28 institutions including Northeast Securities and Haifutong Fund [2] - The company has established 83 production bases nationwide, with a focus on health products and specialized offerings in the flour sector, despite a slight decline in overall flour consumption [3] Group 2 - The Chongqing enterprise group, established in 2009 and operational since 2011, covers approximately 800 acres and includes a soybean crushing facility and an egg-laying chicken farm [3] - The health product line includes low GI rice and plant sterol series products, with the company leveraging its existing product base for upgrades [3] - The egg-laying chicken factory in Chongqing, which began production this year, has a stock of 750,000 hens and focuses on products like antibiotic-free eggs, primarily sold through traditional and local chain supermarkets [3]

Group 1: Company Overview - The Chongqing enterprise group was established in 2009, officially commenced production in 2011, and began the second phase of construction in 2018, with the second phase starting production in 2020. The area covers approximately 800 acres, including a chicken farm of about 670 acres [1] - The Hangzhou enterprise group is located in Linping District, Hangzhou, covering around 200 acres, involving oil refining, packaging oil production, rice processing, and central kitchen operations [1] - The company has built a total of 83 production bases nationwide [1] Group 2: Health Products and Innovations - The company’s health products are primarily upgrades of existing products, including low GI rice and plant sterol products from the Taizhou factory, and low GI rice varieties from the Langfang central kitchen [2] - Future plans include launching more health-functional products [2] Group 3: Business Growth and Trends - The Chongqing enterprise group's flour business has shown good growth despite a slight decline in overall flour consumption in the industry, attributed to a refined product classification strategy [2] - The central kitchen food park in Chongqing is performing well, with ongoing negotiations for new clients and partnerships with local advantageous companies to enhance competitiveness [2] Group 4: Central Kitchen Operations - The central kitchen's design is standardized, with a height of approximately 8 meters, allowing flexibility to meet diverse production needs of food enterprises [2] - Clients in the central kitchen are responsible for procuring their own equipment, while the company provides raw materials, logistics, and supply chain services [2] Group 5: Egg Production and Sales - The egg production business is advantageous due to low market concentration, utilizing existing feed resources and sales channels, with a focus on high food safety standards [2] - The Chongqing chicken farm has a current stock of 750,000 hens, with sales channels including traditional supermarkets and local chains [2]

南都讯 记者钟丽婷 展台前赫章鸡蛋的嫩滑、天麻的药香、核桃的酥脆让广州市民驻足品尝；舞台上， 《欢迎您到赫章来》《阿西里西》彝族舞蹈快闪交织，将赫章的民族风情演绎得淋漓尽致……8月14日 下午，番禺广场地铁站拾光音乐厅人头攒动，贵州省毕节市赫章农文旅商宣传启动仪式在此拉开帷幕。 据悉，此次赫章县通过多维度、多场景、立体化的宣传矩阵，介绍阿西里西二台坡大草原的辽阔、阿西 里西韭菜坪的绚烂与黔山之巅的天麻、核桃、可乐猪、无抗鸡蛋等，开启赫章农文旅商品牌"入穗"新征 程。 在广州地铁陈家祠站，赫章农文旅主题品牌专区格外醒目：8根立柱被紫色的韭菜花海装点，赫章天 麻、赫章核桃两个吉祥物带着"夜郎故里·黔山之巅"的丰富物产跃然墙面。同时上墙的还有绿映成画的 阿西里西二台坡，浪漫唯美的韭菜坪紫色花海和惊险刺激的网红波浪路，将赫章产业文旅组合成视觉盛 宴呈现给广州市民和游客。 据悉，100个分布在地铁枢纽站点的线网灯箱同步上线，从广州塔到番禺广场，从机场北到广州南站， 赫章的"生态名片"与"农产招牌"随千万客流扩散至羊城各个角落。 本次活动将助力赫章鸡蛋、天麻、核桃等农特产品对接大湾区消费市场，推动"田间地头"直连"城市餐 ...

Core Viewpoint - The company Xiaomachi Egg Industry is launching a 24-hour live production broadcast on May 20, marking a significant step in transparency within the domestic egg industry amid quality controversies surrounding "antibiotic-free fresh eggs" [1] Group 1: Company Initiatives - Xiaomachi Egg Industry is committed to "antibiotic-free farming" and has established a comprehensive technical system to ensure the health of its chickens without relying on antibiotics [2] - The company has built a modern, fully enclosed chicken house that maintains constant temperature and humidity, utilizing imported automated equipment for feeding, watering, and egg collection to minimize pollution risks [2] - The company is the first in China to meet the "raw-eating egg" group standard (T/LYDP 001-2021) and conducts batch testing in its own laboratory while collaborating with multiple third-party testing agencies to adhere to national standards [3] Group 2: Transparency and Traceability - The 24-hour live broadcast will showcase the entire production process, including feed distribution, chicken activity, and egg sorting, breaking down industry information barriers [4] - The company will provide real-time data and daily updates on batch testing reports through its public account, inviting media and consumers to visit and witness production details firsthand [4] - The new Agricultural Product Quality Safety Law emphasizes the establishment of a quality safety traceability system, and Xiaomachi's initiative aligns with this regulatory spirit, offering a new approach to address the "black box production" perception in the industry [4] Group 3: Market Implications - In the context of upgrading agricultural product consumption, the verifiability of quality information is becoming a key factor influencing market confidence [5] - By transforming the production chain into a visual "transparent workshop," the company aims to establish a new quality contract through technological means, which could alleviate trust crises and promote a standardized quality traceability system in the industry [5]

Group 1 - The core issue revolves around the frequent food safety problems at Hema, with public relations responses lacking sincerity [2][6][7] - Hema has faced multiple instances of product quality failures, including non-compliance with national food safety standards for various items [3][6] - The company's response to these incidents has been criticized for being insufficient and not addressing consumer concerns adequately [7] Group 2 - Wahaha has confirmed its partnership with Jinmailang for bottled water production, which has raised questions due to quality issues [8][11] - The company quickly issued a statement acknowledging the partnership and emphasized that all products currently on the market meet quality standards [8][11] - Wahaha's response has been noted for its clarity and assertiveness, reflecting a strong brand image amidst ongoing scrutiny [11][12]