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调研速递|粤海饲料接受投资者调研 透露销售计划与业绩预期等要点
Xin Lang Cai Jing· 2025-09-19 11:23
在业绩说明会上,投资者提出多个关键问题,公司管理层一一作答。 关于销售推广活动,公司表示基于"战春行动"和"胜夏行动"在提升销量、拓展客户资源方面取得的良好 成效,后续有相关销售推广及市场拓展计划。核心方向包括:一是通过技术交流会、养殖培训等提升客 户忠诚度;二是以"三高三低"技术战略和"四重保障"质量体系为核心研发特水料产品,并通过实际案例 推广;三是发力新兴及低渗透率养殖区域,结合当地特点制定营销策略。公司将通过"粤海创富行"系列 活动及"百县千村万户"推广活动,实现业绩与养殖户增收双赢。 9月19日下午15:30-17:00,广东粤海饲料集团股份有限公司通过全景网"投资者关系互动平台",以网络 远程方式参加"向新提质 价值领航"2025年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明 会。公司董事长、总经理郑石轩等多位高层出席,就投资者关心的问题进行了回复。 本次投资者活动关系类别为业绩说明会。参与单位为通过网络提问的投资者,地点为全景网"投资者关 系互动平台"(https://ir.p5w.net )。上市公司接待人员包括董事长、总经理郑石轩先生;董事、常务副 总经理郑会方先生;独立董事张程女士; ...
粤海饲料(001313) - 粤海饲料投资者关系活动记录表(2025年9月19日)
2025-09-19 10:06
Group 1: Sales and Market Strategy - The company launched "Spring Action" and "Summer Action" campaigns in H1 2025, positively impacting product sales and customer resource expansion [2][3] - Future sales promotion and market expansion plans will focus on three areas: continuing the "Yuehai Wealth Creation" theme activities, developing high-efficiency and environmentally friendly products, and targeting emerging aquaculture regions [3] - The company expects a significant increase in annual aquaculture feed sales for 2025, projecting a substantial growth compared to the 787,100 tons sold in 2024, with H1 2025 sales reaching 330,000 tons, a year-on-year increase of 11.40% [3][4] Group 2: Food Processing Performance - The food processing segment experienced rapid growth in H1 2025, with sales exceeding 5,000 tons, a 167% increase year-on-year, and sales revenue surpassing 140 million yuan, up 128% [4] - The growth was driven by enhanced e-commerce strategies, including collaborations with influencers for live-streaming sales and expanding offline partnerships with chain restaurants [4] Group 3: Production Capacity and Utilization - The company's total production capacity is approximately 2.5 million tons, with actual capacity around 1.5 million tons, resulting in a capacity utilization rate of 70% [4] - The Vietnam factory is currently in the installation and debugging phase, with plans for completion and production within the year, aimed at optimizing global capacity and enhancing international competitiveness [4] Group 4: Shareholder Information - As of September 10, 2025, the total number of shareholders is 21,930 [4]