洋河股份-20240802

Summary of Conference Call Transcript Industry Overview - The industry discussed includes event hosting and catering services, particularly focusing on celebratory events such as graduation and thank-you banquets. [1] Key Points and Arguments - There is a noticeable recovery in demand for celebratory events, as indicated by recent data trends. [1] - The second quarter showed mixed performance, with April experiencing a high demand, while the Dragon Boat Festival period saw a decline in activity. [1] - As of the end of the second quarter, there has been no significant payment action taken by the company, suggesting a cautious approach to financial commitments. [1] Additional Important Content - The company is monitoring the market closely, indicating a strategic wait-and-see approach in response to fluctuating demand patterns. [1]