HAID GROUP(SZ:002311)2024-11-25 00:52Group 1: Company Overview - The company, Guangdong Haida Group Co., Ltd., reported a slight decrease in operating income for the first three quarters of 2024, totaling 84.861 billion yuan, a year-on-year decline of 2.38% due to falling prices of raw materials [2] - The net profit attributable to shareholders reached 3.624 billion yuan, reflecting a significant year-on-year increase of 60.95% [2] Group 2: Market Insights - The global shrimp market is experiencing growth, with stable demand and potential price increases during holidays, particularly around the Spring Festival [3] - The company has seen over 1 million tons of feed exports in overseas markets in the first half of the year, marking a year-on-year growth of over 30% [3] Group 3: Future Plans and Strategies - The company is focusing on expanding its operations in Southeast Asia, particularly in Vietnam, and is also targeting markets in Indonesia, Bangladesh, and Malaysia [3] - In Africa, the company is using Egypt as a base to extend its reach into North and East Africa [3] - The company plans to enhance its capital expenditures on overseas capacity construction while focusing on upgrading existing domestic facilities [4] Group 4: Competitive Strategy - The company employs a multi-brand strategy in overseas markets, similar to its domestic approach, focusing on mid-to-high-end products with high technical barriers [4] - Key competitive advantages include innovative product development driven by research, a comprehensive supply chain, and a robust service system [4] Group 5: Investor Relations Activity - The investor relations activity included participation from 24 institutions, with a notable presence from various asset management companies [5]