甘源食品(002991) - 2024年8月6日投资者关系活动记录表

Group 1: Financial Performance - The company's overseas export business revenue showed steady growth in the first half of 2024, with significant sales performance in bean products [2] - In Q2, revenue growth slowed due to market demand impacts, but overall sales maintained a year-on-year growth trend [2][3] - The e-commerce segment experienced a decline in gross margin due to an increase in high-cost products, but overall e-commerce business remained stable [4] Group 2: Market Expansion and Strategy - The company plans to deepen channel expansion and product diversification strategies in the second half of the year to drive performance growth [3] - Initial overseas market expansion will focus on the economically active Southeast Asia region, leveraging product development and manufacturing advantages [3] - The company is exploring brand promotion strategies, including collaborations with popular brands to enhance visibility among younger consumers [3][4] Group 3: Production and Capacity - The company employs a "sales-driven production" model to organize production based on market demand, ensuring efficient capacity utilization [4] - The fifth-phase factory construction is aimed at producing new products and enhancing storage capabilities, supporting the company's multi-category development strategy [4] Group 4: Brand Development - The company is actively enhancing brand awareness through innovative products and social media engagement, aiming to increase consumer interaction and brand recognition [5] - Efforts are being made to improve brand visibility and influence, with a focus on unique product flavors that have gained recognition among consumers [5]