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美农生物(301156) - 上海美农生物科技股份有限公司投资者关系活动记录表20251203
2025-12-03 08:26
Group 1: Company Overview and Strategy - The company adheres to the value proposition of "product leadership, value service, and partner growth," focusing on product, market, customer, and efficiency [2] - The company has established a nationwide marketing network in China and a professional marketing and technical service team to provide valuable products and solutions [3] - The company has been operating internationally for over 20 years, developing a mature method for selecting quality distributors and a unique "partner growth" model [4] Group 2: Financial Performance and Revenue Structure - The company's overseas business revenue accounts for nearly 40% of total revenue, indicating rapid growth in international markets [3] - The main customers include feed production enterprises, breeding enterprises, and distributors, with notable clients such as New Hope and Tongwei [3] Group 3: Product Development and R&D - The core products include functional feed additives, nutritional feed additives, and enzymatic plant proteins, with functional feed additives generating the highest revenue [5] - The company aims to develop high-efficiency, safe, and environmentally friendly feed additives and enzymatic protein products to address industry pain points and enhance animal production performance [5] Group 4: Market Expansion and Future Plans - The company has established sales networks in over 40 countries, including Vietnam, Russia, and Brazil, and plans to continue expanding its international presence [4] - The company is developing a corn protein processing project with an expected annual output of 100,000 tons, which will diversify its product offerings and mitigate market risks [6] Group 5: Collaborations and Research Initiatives - The company collaborates with various universities and research institutions to enhance its research capabilities and support product innovation [7] - Ongoing research projects focus on non-antibiotic disease prevention in poultry and improving the efficiency of fish feed, contributing to sustainable aquaculture [7] Group 6: Market Position and Future Outlook - The company is exploring opportunities in the pet market and is open to potential mergers and acquisitions, depending on industry trends and long-term strategic planning [8] - The company emphasizes a dual approach of expanding into new markets while deepening existing market value [4]