一致魔芋(839273) - 关于投资者关系活动记录表的公告

Group 1: Investor Relations Activities - The company held an investor communication network meeting on March 25, 2025, with participation from various securities and investment firms [3][4]. Group 2: Production Capacity and Projects - The company has established a smart manufacturing project for konjac gum, expected to reach production capacity by June 2025. The konjac food project has a capacity of 10,000 tons for konjac slices and 15,000 tons for konjac ingredients, currently in production [4]. - The original capacity for konjac balls was 5,000 tons, which has been expanded to 30,000 tons. An 80,000-ton konjac tea drink workshop is under construction [4]. Group 3: Collaboration with Partners - The partnership with Weidong began in the second half of 2024, driven by the company's leading position in the konjac industry, product quality control, supply chain advantages, and cost efficiency [5]. - The company expects a 63% overall growth in its food business in 2024, with significant contributions from partners like Weidong, Mixue Ice City, and Master Kong [7]. Group 4: Raw Material and Pricing - The price of konjac raw materials has been rising rapidly since June 2024, nearing 2018 highs. The company anticipates an increase in domestic planting area in 2025, but future supply remains uncertain due to climate factors [6][7]. - The company employs a "cost-plus pricing" strategy to manage cost pressures and maintain stable gross margins [7]. Group 5: Product Development and Market Trends - The company plans to develop new products such as frozen konjac, instant sago, and jelly powder to meet market demands and expand into new sectors like industrial beverages and dairy products [8]. - The demand for konjac powder is primarily driven by konjac slices and related products [8]. Group 6: Social Responsibility and Sustainability - The company received EcoVadis bronze certification in 2024, recognizing its efforts in social responsibility, environmental protection, and sustainable development [8]. - The konjac industry is positioned as a sustainable and eco-friendly sector, contributing to farmer income, job creation, and consumer health [8].