Group 1: Investor Relations Activities - The company conducted an investor communication network meeting from March 31 to April 1, 2025, with participation from various financial institutions and investment firms [3][4]. Group 2: Growth Drivers and Market Trends - The significant growth in konjac powder in Q4 2024 was driven by the health attributes of konjac, leading to increased demand in the food sector, particularly in konjac snacks and tea additives [4]. - The price trend for konjac in 2025 will depend on the actual planting area and weather conditions, with expectations of increased planting area and downstream demand [4]. - The procurement cost for konjac is expected to rise in 2025 due to rapid price increases since June 2024, nearing 2018 highs, influenced by supply-demand dynamics [5]. Group 3: Industry Impact and Competition - Southeast Asian konjac varieties, primarily yellow konjac, differ from domestic varieties, providing a supplementary role in the market; the impact on the domestic konjac market is expected to be limited [6]. - The growth of konjac powder in 2024 is driven by applications in konjac snacks, tea additives, and deeper integration in food processing [7]. Group 4: Company Strategy and Development Focus - Key focus areas for the company in 2025 include accelerating project construction, increasing R&D investment in konjac powder applications, and expanding market share in konjac gel and other related products [8]. - The company aims to enhance collaboration with major clients and promote its own brand "Molege" through various marketing channels [9][10].
一致魔芋(839273) - 关于投资者关系活动记录表的公告