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顺鑫农业(000860) - 顺鑫农业2025年08月29日投资者关系活动记录表

Financial Performance - In the first half of 2025, the company achieved operating revenue of 4.593 billion yuan, a decrease of 1.094 billion yuan, representing a decline of 19.24% [2] - The net profit attributable to shareholders was 173 million yuan, down by 250 million yuan, a decline of 59.09% [2] - The revenue from the liquor and pork business segments accounted for 78.51% and 19.36% of total revenue, respectively [2] Business Segment Analysis - The liquor business generated revenue of 3.606 billion yuan in the first half of 2025 [4] - The pork business maintained revenue at 889 million yuan, with slaughtering operations contributing 782 million yuan and breeding operations contributing 107 million yuan [4] - The decline in liquor segment profit was primarily due to reduced sales volume amid industry adjustments [4] Strategic Initiatives - The liquor segment implemented the "1-2-12-3+" marketing strategy, focusing on product renewal, marketing innovation, and brand expansion [5] - Efforts included upgrading product formulas for younger consumers and enhancing brand visibility through strategic partnerships and content marketing [5] - The pork segment focused on strengthening the supply chain and brand development, aiming to reduce losses and improve profitability [4] Future Plans - The company plans to enhance product innovation in the slaughtering business, increase brand marketing efforts, and expand sales channels [7] - Strategies include exploring distributor models and integrating various sales approaches to capture a larger market share [7] - The breeding segment showed improvement, with slight revenue growth and profitability in the first half of 2025 [7]