Group 1: Company Overview and Market Position - The company focuses on packaging for liquid milk and non-carbonated soft drinks, with plans to gradually expand into other fields based on market demand and strategic planning [2] - In 2024, the company held a market share of approximately 10.5% in China's aseptic packaging market and 13.4% in the liquid milk market [6] Group 2: Financial Performance and Growth Strategies - The company aims to enhance production scale and profitability, with a comprehensive operational plan in place to create greater value for shareholders [4] - Future growth points include capacity expansion, market resource integration, service upgrades, and increased investment in technology and research and development [5] Group 3: Industry Outlook and Challenges - The aseptic packaging market faced pressure in 2024 due to a contraction in the downstream liquid milk market [6] - Long-term prospects for the industry remain positive, driven by economic recovery and government policies aimed at stimulating consumer spending [7] Group 4: Financial Returns and Shareholder Engagement - The proposed profit distribution plan for 2024 includes a cash dividend of 0.58 yuan per 10 shares, totaling approximately 24.17 million yuan [10] - The company is considering mid-term dividends based on actual operating performance and undistributed profit conditions [10] Group 5: Research and Development Initiatives - The company plans to increase R&D investment to enhance innovation capabilities, with a focus on establishing a research center in Kunshan to leverage local industrial advantages [12] - The goal is to develop a first-class research base that fosters technological innovation and improves competitiveness in the aseptic packaging sector [12] Group 6: Integration and Collaboration Post-Acquisition - Following the acquisition of Fenmei Packaging, the company aims to optimize internal resource allocation and enhance business collaboration to create greater value for shareholders and customers [13] - The strategy includes leveraging both companies' strengths in product design, technology development, and market positioning [13]
新巨丰(301296) - 2024年度业绩说明会投资者关系活动记录表