涪陵榨菜(002507) - 002507涪陵榨菜投资者关系管理信息20250516

Group 1: Market Strategy and Competition - The company is responding to the current competitive landscape by developing new product categories and expanding into emerging channels and dining channels, executing a long-term strategy of "expanding categories and channels" [2] - The company is conducting targeted projects in highly competitive markets to stabilize its terminal channel layout and market share [2] Group 2: Capacity and Cost Management - By the end of 2024, the company will have invested in approximately 30,000 tons of new pickling capacity, which will positively impact its ability to manage raw material price fluctuations [3] - The company has reduced its semi-finished product purchase ratio by acquiring a large quantity of low-priced green vegetables, leading to improved cost control [3] Group 3: Channel Development and Performance - The company has primarily relied on traditional offline channels but has also entered e-commerce, community group buying, and snack store channels, although the e-commerce channel currently faces intense price competition [5] - The growth rate of the dining channel is projected to reach 30% in 2024, with the company accelerating the development of customized products for this channel [8] Group 4: Product Development and Marketing - The company has attempted to develop casual snack products, launching a small crispy product in 2023, but has not made significant promotional investments in this category [11] - The company plans to increase its promotional expenses in the second quarter, anticipating a rise in demand for pickled vegetables and the introduction of new products [10] Group 5: Mergers and Acquisitions - The company is considering acquiring a compound seasoning enterprise to quickly enter a market with significant growth potential, leveraging the acquired company's B-end channel advantages [9] Group 6: Organizational Improvements - The company has made internal organizational adjustments to enhance the connection between research, production, and sales, significantly shortening the time from research to market for new products [12]