Group 1: Investor Relations Activity Overview - The investor relations activity was a network meeting held on January 25, 2025, with participation from multiple securities and asset management companies [3] - The meeting was attended by the board secretary, Mr. Tang Hualin [3] Group 2: Performance Insights - The company's performance in 2024 exceeded expectations due to increased consumer health awareness and the popularity of konjac products, leading to a 61% year-on-year increase in sales volume of konjac food products in the first three quarters [4] - The increase in sales volume contributed more significantly to profit growth compared to price increases, with overall sales volume growth being the primary driver [5] Group 3: Market Trends and Pricing - The rise in konjac raw material prices in 2024 is attributed to market supply and demand dynamics, with expectations of sustained demand due to positive consumption policies [6] - The company employs a cost-plus pricing strategy, with price adjustments communicated to downstream customers in advance [11] Group 4: Product Development and Capacity - The company has established production capacity for konjac leisure foods at 10,000 tons and plans to expand konjac crystal ball production capacity from 5,000 tons to 30,000 tons [12][14] - In 2024, the production of konjac crystal balls is expected to increase by 60% compared to the previous year [13] Group 5: Brand and Market Expansion - The company is focusing on B2B markets, with plans to promote its self-owned brand "Molege" in regional markets and e-commerce channels [15] - There is significant potential for expanding partnerships, as the company currently collaborates with only 4 out of the top 20 tea chain enterprises [16]
一致魔芋(839273) - 关于投资者关系活动记录表的公告