证券代码：002732 证券简称：燕塘乳业 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 活动类别 | □媒体采访 ☑业绩说明会 | | | □新闻发布会 □路演活动 | | 参与单位名 | □现场参观 □其他 | | 称及人员姓 | 投资者网上提问 | | 名 | | | 时间 | 2025 年 9 月 2 日 15:00-16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | | 董事长兼总经理冯立科先生 | | 上市公司接 | 董事、财务总监邵侠先生 | | 待人员 | 副总经理刘世坤先生 | | | 副总经理、董事会秘书李春锋先生 | | | 独立董事郭葆春女士 | | | 1、公司成为第十五届全国运动会乳制品独家供应商，对公司有 | | | 哪些影响？ | | | 答：您好！公司成为第十五届全国运动会和残特奥会的乳制品独 | | | 家供应商，也是目前全国唯一的三届（第六届、第九届和第十五届） | | | 全国运动会乳制品独家供应商，是对公司产品卓越品质以 ...

浦口区2025年第四期食品安全监督抽检合格产品信息结果公示 （声明：以下信息仅指本次抽检标称的生产企业相关产品的生产日期/批号和所检项目） | 龙路178号5号楼 | 固8号地21幢101室 | 品有限公司 | 百货经营部（个 | 通 | 品 | 体工商户） | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 宿迁市洋河镇 | 浦口区谊和佳品 | 宿迁市洋河新区洋河镇洋 | 江苏省南京市浦口区江浦街道巩 | 流 | 4.5升/桶， | 2025- | 91 | 醇粮酿酒有限 | 百货经营部（个 | 浦口 | 酒类 | 四川高粱酒 | 05-05 | 郑路108号 | 固8号地21幢101室 | 通 | 50%vol | | 公司 | 体工商户） | 南京金箔控股 | 浦口区鑫雨升超 | 江苏省南京市浦口区江浦街道浦 | | | | | | | | | | | | | | | 南京市溧水区永阳街 ...

Core Insights - New Hope Dairy is leveraging its brand "Liangshan Snow" to penetrate lower-tier markets, achieving significant local market share [1][2] - The overall dairy industry is facing challenges such as low milk prices and declining consumer demand, with a notable drop in sales for milk and yogurt products projected for 2024 [3][6] - The company is exploring both high-end and value-oriented products to cater to diverse consumer segments, with successful launches in both categories [6][9] Market Strategy - Liangshan Snow has achieved a 75% market share in Xichang, a city with a population of 770,000 but attracting 20 million tourists annually, showcasing effective local marketing strategies [2] - New Hope Dairy's high-end brand "Zhaori Weipin" is also expanding, with a new guava-flavored yogurt selling out at Sam's Club, indicating strong demand for premium products [7][9] Financial Performance - In 2024, New Hope Dairy reported total revenue of 10.665 billion yuan, a decrease of 2.93% year-on-year, while net profit increased by 24.80% to 538 million yuan [9][10] - The company’s revenue from direct sales and distribution channels showed mixed results, with direct sales growing by 11.4% while distribution revenue declined by 13.3% [9] Innovation and R&D - New Hope Dairy's R&D expenses reached 49.1 million yuan in 2024, continuing a trend of annual growth, with new product revenue consistently accounting for over 10% of total revenue for five consecutive years [10] - The company is considering launching low-temperature beverages, following trends in the dairy industry where companies are diversifying their product lines [10] International Expansion - New Hope Dairy is also exploring international markets, with its banana milk already available in North American Chinese supermarkets, and is eyeing Southeast Asia for growth opportunities due to low per capita liquid milk consumption [11] - The potential market sizes in Indonesia, the Philippines, Thailand, and Vietnam are significant, with respective dairy market sizes of approximately 8.336 billion, 4.185 billion, 4.169 billion, and 5.94 billion USD [11]