Group 1: International Business Development - The company has established a sales network in over 40 countries and regions, including Vietnam, Russia, Thailand, and Brazil, adhering to a "deepening domestic and breaking through overseas" market strategy [2][3]. - In the first half of 2025, the company reported a year-on-year growth of over 20% in overseas business revenue for both 2023 and 2024 [4]. Group 2: Corn Protein Processing Project - The company is constructing a corn protein processing project with an annual capacity of 100,000 tons, expected to be completed in 2025 [5]. - Once fully operational, the project will provide 100,000 tons of corn protein products annually, contributing significantly to the global feed industry and generating new revenue streams for the company [5]. Group 3: Product Applications and Advantages - The corn protein products will primarily serve the poultry and aquaculture sectors, diversifying the company's product strategy to mitigate market volatility risks [6][7]. - The project utilizes local corn by-products, enhancing the nutritional value of corn protein through enzymatic hydrolysis, which improves digestibility and absorption [7]. Group 4: Competitive Advantages - The company's core competitive advantages are reflected in three dimensions: product innovation, market management, and talent development [8][9][10]. - The company emphasizes a "full nutrition" product strategy, leveraging proprietary technologies to cater to different animal growth stages and market needs [8]. Group 5: Future Business Plans - The company is exploring opportunities in the pet food and feed sectors, having established partnerships with companies like Fubei [11]. - The company maintains a focus on managing accounts receivable and credit risk through differentiated credit policies and enhanced customer management [12]. Group 6: Digital Transformation - The company has implemented an ERP system and smart manufacturing systems to enhance operational efficiency and customer satisfaction [14]. - The integration of sales, procurement, and production plans aims to improve information accuracy and workflow efficiency [14].
美农生物(301156) - 上海美农生物科技股份有限公司投资者关系活动记录表20250715