Group 1: Investor Relations Activities - The investor relations activity was conducted via a network meeting on May 7-8, 2025, with participation from various funds and securities companies [3] - Attendees included major investment firms such as泉果基金, 宝盈基金, and 工银理财 [3] Group 2: Supply Chain and Supplier Relationships - The company maintains stable partnerships with suppliers through annual framework agreements and diverse cooperation models, ensuring a stable supply chain [4] - The company has established supplier channels in major production areas across the country [4] Group 3: Market Demand and Growth Drivers - The demand for konjac powder surged in 2024, driven by the explosion of demand in leisure food, expansion in tea beverage markets, and deeper applications in food processing [5] - The company’s konjac crystal ball products have seen improved profit margins due to optimized processes and collaboration with clients [6] Group 4: Production Capacity - The production capacity for konjac leisure food is 10,000 tons, while the capacity for konjac ingredients is 15,000 tons [7] Group 5: Business Challenges - The konjac ingredient segment faces challenges such as lower profit margins, channel expansion, cost control, and brand establishment [8] Group 6: Future Development Strategy - The company aims to lead the konjac powder industry by focusing on market needs and expanding applications globally [9] - Key strategies include enhancing the capabilities in konjac gum and collaborative gum businesses, developing health food products rich in dietary fiber, and driving sustainable development through innovation [9]
一致魔芋(839273) - 关于投资者关系活动记录表的公告