Financial Performance - In 2024, the company achieved total revenue of CNY 59.7 billion, a decrease of 0.64% year-on-year [4] - The total profit reached CNY 6.659 billion, an increase of 0.21% year-on-year [4] - The net profit attributable to shareholders was CNY 4.989 billion, down 1.26% year-on-year [4] - Fresh products revenue was CNY 30.33 billion, down 2.1% year-on-year, with operating profit of CNY 440 million, down 35.6% [4] - Meat products revenue was CNY 24.79 billion, down 6.2%, but operating profit increased by 6.8% to CNY 6.65 billion [4] - Other business segments generated CNY 9.96 billion in revenue, up 10.4%, with operating profit improving [4] Strategic Initiatives - The company is implementing a "Four Modernizations" strategy and focusing on "two adjustments and one control" to enhance operational efficiency [4] - A new board of directors has been established, emphasizing marketing innovation and digital transformation [5] - The company plans to expand its network and improve sales through targeted marketing and customer engagement [6][8] Sales and Market Development - In 2025, the company aims to enhance meat product sales through specialized sales teams and a comprehensive customer network [6][8] - The company will focus on market research to align products with consumer demands across various demographics [6][8] - New product development will target health-conscious consumers with reduced salt, fat, and sugar options [12][15] Production and Operations - The company anticipates a significant increase in pig production in 2025, with improved management and cost control measures [16] - The poultry sector is expected to achieve profitability through enhanced disease prevention and production management [16] - The company plans to maintain low inventory levels for frozen products while scaling up fresh product offerings [18] Shareholder Returns - The company will continue its stable and sustainable dividend policy, ensuring returns to shareholders while supporting long-term growth [17]
双汇发展(000895) - 2025年3月27日投资者调研记录