Group 1: Company Strategy - The company’s sales strategy focuses on expanding from Northeast China to North China and Shandong, with Northeast being the base and North China showing rapid growth potential [2] - The sales model remains primarily distributor-based, with the addition of an e-commerce sales team starting in 2023 to promote sales on platforms like Douyin and Video Number [2] Group 2: Market Competition - The pickled cabbage industry is currently fragmented, lacking a leading brand, with only Zhu Laoliu being a publicly listed company focused on pickled cabbage [3] - Competitors include Zhu Laoliu, Beidahuang's Qimin Pickled Cabbage, and Cuihua Pickled Cabbage, but no dominant player has emerged yet [3] Group 3: Sales and Pricing Strategy - Due to a decrease in the supply of Northeast cabbage, the procurement price has increased, leading to an expected rise in pickled cabbage prices in 2024 [5] - The company plans to enhance sales volume by expanding sales channels and maintaining product quality, as there is currently no leading brand in the Northeast pickled cabbage market [4] Group 4: Industry Challenges - The "big pit" production model for pickled cabbage is unlikely to be eliminated in the short term, but consumer awareness of food safety and quality is increasing [5] - The company emphasizes that as food safety regulations strengthen, compliant producers will gain a competitive advantage [5]
朱老六(831726) - 投资者关系活动记录表