Group 1: Company Strategy and Market Position - The company aims to provide safe and natural konjac hydrophilic colloid application solutions, focusing on three main product categories: konjac hydrophilic colloids, konjac food, and konjac cosmetics [2] - The company is recognized as a high-tech enterprise and is one of the drafters of the national industry standards for konjac powder, holding a significant position in the industry [2] - According to Frost & Sullivan, the company ranked first in global sales of konjac powder from April 2023 to April 2024 [2][8] Group 2: Financial Performance - In the first half of 2024, the company achieved a revenue of 260 million yuan, representing a year-on-year growth of 14% [6] - The revenue growth was primarily driven by a significant increase in the sales volume of konjac powder, despite a decrease in selling price [6] - Sales of konjac food increased by 53%, with konjac snacks growing by 123% and konjac balls by 61% [6] Group 3: Research and Development - The company is enhancing its R&D capabilities by collaborating with academic teams to explore the health benefits of konjac polysaccharides [4][16] - Plans for 2024 include increasing technical investments, expanding the application fields of konjac gum, and optimizing production processes to reduce energy consumption [5] Group 4: Competitive Advantages - The company possesses the largest number of patents in the konjac industry and has a strong technical service capability, ensuring stable product quality and supply [8][9] - It has a global procurement network that provides cost advantages and has been investing in technological upgrades to enhance production capacity and automation [9] Group 5: Market Trends and Future Directions - The konjac food market is gaining traction due to rising health awareness among consumers, with a focus on low-calorie and high-fiber products [3] - The company is exploring new product directions in probiotics and postbiotics, aiming to increase product value through scientific innovation [16] - The demand for flower konjac powder is significantly higher than for yellow konjac powder, with applications in jelly and hot pot ingredients [19]
一致魔芋(839273) - 关于投资者关系活动记录表的公告