Group 1: Market Overview and Challenges - The domestic fresh milk price has recently decreased slightly due to increased supply during the spring peak season, while demand, especially for yogurt and dairy beverages, remains weak [4] - Feed costs, particularly for corn and soybeans, have decreased from 2024 highs but are still above historical averages, impacting breeding profits [4] - Global dairy product prices are experiencing fluctuations due to production changes in major regions like New Zealand and the EU, with New Zealand facing supply tightening due to drought [4] Group 2: Digital Farming and Efficiency - Digital farming investments enhance cow welfare and health through real-time monitoring, reducing stress and the risk of infections [5] - Improved milking efficiency and quality are achieved through precise milking processes, ensuring consistency and hygiene, maximizing milk yield [5] - Digital operations reduce reliance on labor, addressing labor shortages and lowering costs [5] - Integrated systems enable comprehensive management of individual cows, ensuring compliance with food safety regulations and traceability [6] Group 3: Agricultural and Economic Synergy - The company practices a full industry chain development model, where agriculture provides quality feed, and manure is recycled to improve soil quality, promoting sustainable development [6] - The sugar production by-products serve as high-quality feed for livestock, enhancing profitability in the breeding sector [6] Group 4: Future Development Plans - In 2025, the company will prioritize refined management and quality improvement in the agricultural sector [7] - The dairy sector aims to diversify products and enhance R&D efforts to increase market competitiveness [7] - The sugar sector will focus on quality control to reduce production costs and prepare for the 2025-2026 sugar season [7] Group 5: Investment in Dairy Processing - The company is constructing a smart manufacturing project for liquid milk processing with a capacity of 500 tons [8]
骑士乳业(832786) - 关于投资者关系活动记录表的公告