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双汇发展(000895) - 2025年4月16日投资者调研记录
000895SHUANGHUI(000895)2025-04-16 11:42

Group 1: 2024 Annual Performance Overview - The company achieved a total meat sales volume of 3.18 million tons, a year-on-year decrease of 1.67% [3] - Total operating revenue reached 59.7 billion yuan, down 0.64% year-on-year [3] - Total profit amounted to 6.659 billion yuan, reflecting a slight increase of 0.21% year-on-year [3] - Net profit attributable to shareholders was 4.989 billion yuan, a decrease of 1.26% compared to the previous year [3] Group 2: Market Value Management - The company has established a Market Value Management System to enhance core competitiveness and improve overall company quality and value [4] - In 2024, the company distributed a total cash dividend of 4.885 billion yuan, adhering to a stable cash dividend policy [4] - The company has maintained an A-level rating in annual information disclosure assessments for six consecutive years [4] Group 3: Investor Relations and Engagement - The company held 11 performance briefings or investor communication meetings throughout the year, achieving a 100% response rate to over 200 investor inquiries on the interactive platform [5] - The company emphasizes maintaining open communication channels with investors, ensuring timely responses to shareholder concerns [5] Group 4: Responses to Investor Inquiries - The company is actively monitoring the impact of the US-China trade war on its foreign trade business and is expanding its procurement network [6] - To mitigate risks from fluctuations in pig prices, the company employs commodity futures hedging strategies [6] - The company plans to enhance its slaughtering business by expanding its customer base and adjusting product structures to meet market demands in 2025 [6] Group 5: Future Outlook and Strategic Initiatives - The company anticipates stable material prices in 2025, which will aid in cost control and performance improvement [8] - The company is focusing on enhancing its online sales channels and product offerings to meet consumer demand [10] - The company aims to strengthen its digital transformation efforts to improve operational efficiency and quality control [12]