JONJEE(600872)2024-12-23 07:16Key Points Industry or Company Involved - The company discussed in the call is focused on the food and beverage industry, specifically in the sauce and condiment sector. Core Points and Arguments - Minority Equity Recovery: The company has successfully recovered the minority equity in a subsidiary, contributing significantly to profits. This recovery is expected to provide a stable contribution to profits in the future. - Marketing Transformation: The company has completed the transformation of its marketing team and processes, leading to improved performance. The focus has been on optimizing personnel and marketing strategies. - Revenue Targets: The company has set ambitious revenue targets, which are under pressure due to market conditions. However, the company remains confident in achieving these targets. - Product Development: The company is focusing on product development, particularly in the areas of health and wellness. This includes launching new products and improving existing ones. - Cost Reduction: The company has implemented measures to reduce costs, including optimizing procurement processes and improving transportation efficiency. - Investment and Mergers and Acquisitions (M&A): The company is actively seeking investment opportunities and M&A targets, particularly in the mid-sized enterprise segment. Other Important Points - Sales Team: The company is currently experiencing a gap in its sales team due to recent restructuring. The company plans to continue hiring to meet its sales targets. - Distribution: The company has expanded its distribution network, particularly in the B2B segment. The company is also exploring new channels, such as government and educational institutions. - Sales and Marketing Expenses: The company expects to increase its sales and marketing expenses in the coming year to support its growth strategy. - Dividend Policy: The company plans to increase its dividend payout in the future to reward shareholders. References - [doc id='1'] - [doc id='2'] - [doc id='3'] - [doc id='4'] - [doc id='5'] - [doc id='6'] - [doc id='7'] - [doc id='8'] - [doc id='9'] - [doc id='10'] - [doc id='11'] - [doc id='12'] - [doc id='13'] - [doc id='14'] - [doc id='15'] - [doc id='16'] - [doc id='17'] - [doc id='18'] - [doc id='19'] - [doc id='20'] - [doc id='21'] - [doc id='22'] - [doc id='23'] - [doc id='24'] - [doc id='25'] - [doc id='26'] - [doc id='27'] - [doc id='28'] - [doc id='29'] - [doc id='30'] - [doc id='31'] - [doc id='32'] - [doc id='33'] - [doc id='34']