Group 1: Dividend Distribution - The company plans to distribute a cash dividend of 0.95 CNY per share (including tax) for the first three quarters of 2024, totaling 277,526,665.40 CNY (including tax) [2] - For the first half of 2024, the cash dividend distributed was 1.38 CNY per share (including tax), amounting to 403,143,998.16 CNY (including tax) [2] - The total cash dividends for 2024 (including half-year, first three quarters, and buybacks) amount to 743,544,532.56 CNY (including tax), representing 71.01% of the company's net profit attributable to shareholders for the first three quarters of 2024 [2][3] Group 2: Business Performance and Strategy - The company emphasizes shareholder returns, maintaining a balance between reasonable investment returns and sustainable development, with a focus on consistent and predictable profit distribution policies [3] - Certain product categories, such as hot pot ingredients and prepared dishes, performed well despite intense competition in others like dumplings [3] - The company is increasing its marketing efforts for its grilled sausage products, which have shown promising sales and market potential [3] Group 3: Raw Material Outlook - The company has secured a stable supply of fish paste, a key strategic raw material, and is optimistic about its cost outlook for the upcoming year [4] - Pork prices are currently fluctuating, but the company is actively locking in orders and maintaining normal deliveries [4] - Chicken prices are on a downward trend, prompting the company to adopt a low-level stockpiling strategy [4] Group 4: Investor Engagement - The company conducted an investor engagement event on November 29, 2024, to facilitate communication and ensure compliance with information disclosure regulations [5]
安井食品(603345) - 安井食品投资者调研记录表-2024年11月