香飘飘(603711) - 香飘飘投资者关系活动记录表

Group 1: Company Overview - The company is currently in the peak sales season for milk tea, with accelerated channel stocking [2] - The ready-to-drink (RTD) business is entering a sales off-season, with preparations for Meco fresh fruit tea's gift packaging for the Spring Festival underway [2] Group 2: Meco Fresh Fruit Tea Performance - Meco fresh fruit tea has achieved growth this year due to several factors: 1. Enhanced freezing capabilities, both in quality and quantity, compared to last year [2] 2. Deepened penetration in campus channels, leading to growth [2] 3. Exploration of gift packaging opportunities with selected distributors [2] 4. Active expansion into snack and dining channels, yielding progress [2] Group 3: Sales Guidance and Strategy - The company anticipates revenue pressure due to the overall consumption environment, with a significant portion of annual revenue concentrated in Q4 [4] - The focus for the milk tea business is on consolidating the existing customer base while advancing product innovation [4] - For the RTD business, the company aims to maintain last year's positive momentum through: 1. Stable growth of Meco fruit tea [4] 2. A well-functioning sales team collaborating across all product categories [4] 3. Steady channel operations and maintaining distributor interests [4] 4. Enhancing the precision and effectiveness of expense allocation [4]