盐津铺子(002847) - 2025年4月23日投资者关系活动记录表

Group 1: Brand and Product Strategy - In 2024, the company will launch a category brand strategy focusing on "Big Devil" and "Egg Emperor," which have quickly achieved single product sales exceeding 100 million in 16 months [2][3] - The company aims to enhance its brand strategy through a "channel-oriented, product-leading, and system-supported" approach, with six major categories expected to produce strong single products [2][3] Group 2: Organizational Adjustments - The company restructured its organization last year, creating three product divisions based on flavor profiles: spicy, sweet, and healthy, facilitating a focus on major products [3] - New product development will utilize an internal competition model, allowing market and channel input for selection [3] Group 3: Growth in Key Categories - The company entered the konjac category in 2021, with sales growing from 117 million in 2021 to 838 million in 2024, achieving a compound annual growth rate of 92.88% [4] - The konjac category is expected to continue its rapid growth due to its health attributes and alignment with consumer demand [4] Group 4: Supply Chain and Market Expansion - The company has established a complete supply chain for konjac, with plans for production line construction in both domestic and Thailand markets by 2025 [4] - The konjac category is being promoted through a global channel strategy, with a focus on e-commerce and local market adaptation for overseas products [4] Group 5: Profitability and Margin Improvement - The company emphasizes a focus on return on investment for brand category expenses, with margin improvements driven by product and channel structure optimization [5][6] - High-margin products like konjac and Egg Emperor are expected to continue driving overall margin growth [6] Group 6: Overseas Market Potential - The company sees significant potential in overseas markets, particularly in Southeast Asia, with plans to expand konjac product sales and establish a factory in Thailand [6] - The strategic goal is to replicate the success of the company in overseas markets within 3 to 5 years [6]