Group 1: Company Performance and Market Trends - The company anticipates rapid growth in 2024 due to increased consumer health awareness and expanded applications of konjac products, leading to a rise in sales volume and price [4] - The konjac industry is small but competitive, with trends indicating a shift towards deeper processing, increasing market concentration, and growing acceptance of konjac products [5] - Approximately 30% of the company's revenue comes from overseas sales, with key markets in Southeast Asia, Europe, the Americas, and Russia [11] Group 2: Product Development and Customer Engagement - The company collaborates with major tea beverage chains, indicating a strong market potential for konjac products in the tea industry, particularly among younger consumers [6] - Plans are in place to develop new products such as frozen konjac, ready-to-eat sago, and jelly powder to meet customer demands and expand market reach [6] - The company is exploring opportunities to partner with large retail chains for customized product offerings, recognizing the success of bulk snack models [7] Group 3: Supply Chain and Cost Management - The company employs a unique supply chain management strategy involving equipment leasing, technical support, and order locking to ensure quality and cost control [9] - A daily procurement strategy meeting is held during peak seasons to adapt to market prices, allowing the company to maintain a cost advantage despite price fluctuations [9] Group 4: Competitive Advantages - The company holds numerous patents and leads in processing technology and raw material control, providing a competitive edge in research and development [10] - A well-established domestic and international supply chain ensures stable raw material supply and cost advantages, along with customized solutions for clients [10] Group 5: Future Outlook - The company predicts that the price of konjac raw materials will depend on the actual planting area and weather conditions in 2025, with expectations of increased planting area and demand [8]
一致魔芋(839273) - 关于投资者关系活动记录表的公告