Group 1: Investor Relations Activities - The company held an investor communication network meeting on April 3, 2025, via Tencent Meeting, attended by various securities and fund companies [3][4]. Group 2: Supply and Demand of Konjac - The growth area for konjac is limited to specific regions such as Wuling Mountain, Qinba Mountain, and Yunnan-Guizhou Plateau, making large-scale promotion difficult [4][5]. - The supply of konjac raw materials may be supplemented by importing yellow konjac from Southeast Asia [5]. Group 3: Market Trends and Price Predictions - The recent surge in the konjac industry is driven by health consumption trends, technological innovation, policy support, and expanding domestic and international market demand [6]. - The price increase of konjac in 2024 is attributed to market supply and demand dynamics, with future prices likely to remain high depending on planting area and climate conditions [7]. Group 4: Future Business Plans - The company plans to increase investment in application research and development, exploring new applications for konjac gum to maintain technological leadership [8]. - The company is optimistic about the konjac market, particularly in weight management, as consumer awareness of its health benefits grows [8]. Group 5: Brand Development and Marketing Strategy - The company's self-owned brand business primarily utilizes online e-commerce platforms, with the largest share coming from these channels [9]. - Future strategies include expanding domestic and international markets, enhancing customer communication, and increasing brand exposure through social media and industry events [9][10]. Group 6: Expansion into Beverage Sector - The company collaborates with leading tea beverage chains to expand into the "tea beverage ingredients" and "konjac food materials" sectors, implementing a forward integration strategy [11]. - Increased investment in application research will focus on providing customized products and services to meet market demands [11].
一致魔芋(839273) - 关于投资者关系活动记录表的公告