劲仔食品(003000) - 劲仔食品投资者关系管理信息

Group 1: Company Growth Strategy - The company aims for a compound annual growth rate (CAGR) of 26% over the next three years as part of the "Rebuild a New Jin Zai" plan [1] - The revenue growth rate for Jin Zai fish products is currently at 16.64% [2] - The company focuses on "big products, all-channel, branding, and internationalization" as its development strategy [1] Group 2: Product Performance - Fish products remain the core product of the company, with a revenue share of 62.24% [2] - Quail eggs, as the second major product, are experiencing rapid growth, with significant investment in product innovation and brand development [2] - The company has maintained its leading position in the leisure fish product market since 2017, with stable growth and improving gross margins [2] Group 3: Online and Offline Channel Performance - Online revenue decreased by 3.28% year-on-year, totaling 1.99 billion [2] - Offline channels performed well, while online channels faced challenges due to a focus on quality over quantity in product pricing and optimization [2] - The company plans to enhance its online channel by developing proprietary product lines and improving team organization [2] Group 4: Market Competition and Challenges - The company faces competition in the quail egg market from brands like Three Squirrels and Salted Fish [3] - The quail egg category has significant growth potential, with the company investing heavily in supply chain and product innovation [5] - The company aims to increase the market share of its fish products to 20% [5] Group 5: Sales and Distribution - The company collaborates with various offline snack retailers, achieving over 100% year-on-year growth in sales revenue from these channels as of June 2024 [5]