一致魔芋(839273) - 关于投资者关系活动记录表的公告

Group 1: Market Overview - The konjac industry remains a niche market with limited authoritative data, but the estimated sales volume of konjac powder in China by the end of 2023 is 49,400 tons, with an expected production of approximately 50,000 to 60,000 tons [4] - Despite a sluggish overall consumer market, the demand for konjac as a healthy ingredient continues to grow, leading to significant business growth for the company and its industry peers [4] - The company is optimistic about the future growth of the konjac market, expecting steady increases over the next two to three years [4] Group 2: Price Trends and Factors - The rise in konjac prices in 2024 is primarily driven by supply and demand dynamics, influenced by planting area and weather conditions [5] - The company anticipates that the future price of konjac will continue to be determined by supply and demand relationships [5] - The increase in konjac prices is attributed to various factors, including the expansion of downstream applications and increased recognition of konjac products among consumers [9] Group 3: Product Development and Sales - The company’s hydrophilic colloid production capacity is designed for 10,200 tons, with an upward trend in konjac powder shipments observed in the first three quarters of 2024 [6] - In the first three quarters of 2024, konjac food sales grew by 61%, primarily from konjac snacks and konjac balls, each accounting for about 50% of the growth [8] - The company’s self-owned brand, "Magic Brother," is primarily promoted through e-commerce platforms and offline channels, showing positive results [6] Group 4: Strategic Planning and Market Expansion - The company focuses on B2B operations, aiming to provide comprehensive solutions and high-quality dietary fiber products, while also expanding its self-owned brand business [10] - The company has established partnerships with major tea beverage chains, indicating a strong position in the tea drink supply chain [7] - The company plans to continue expanding its overseas business, with historical overseas revenue exceeding 45%, and is exploring opportunities in the animal nutrition sector [9]