均瑶健康(605388) - 投资者关系活动记录表

Group 1: Financial Performance - The gross profit margin for the first half of 2024 and Q2 increased year-on-year, primarily driven by the improvement in the gross margin of the "Wei Dong Li" beverage line, attributed to product structure optimization and a decrease in raw material costs [3][4] - The company anticipates that the overall gross margin will continue to rise due to these factors [3] Group 2: Business Strategy - "Wei Dong Li" is identified as a key brand, focusing on four basic consumer needs: thirst quenching, pleasure, nutrition, and functionality [4][5] - The company plans to enhance its product line by integrating core strains into new products and expanding into health-oriented beverages [4][5] - A multi-channel strategy will be implemented to strengthen online and offline marketing efforts, aiming for a comprehensive marketing synergy [5] Group 3: Market Outlook - The company views the room temperature yogurt market as stable, with plans to expand into first-tier markets, previously focused on third and fourth-tier markets [6][7] - The company is optimistic about overseas market growth, particularly in OEM products, and is increasing investment in international exhibitions and local team development [8][14] Group 4: Product Development - The company is committed to developing innovative products that meet consumer health needs, including new functional beverages targeting sleep and vision protection [5][12] - There is a focus on enhancing the efficacy of core strains and expanding their applications in various health areas, such as gastrointestinal health and immunity [13] Group 5: Supply Chain and Distribution - The supply chain strategy is not limited to yogurt products but aims to enhance distribution capabilities across various beverage categories [11] - The company is investing in building distribution networks in first and second-tier cities and enhancing e-commerce capabilities [6][11]