千味央厨(001215) - 001215千味央厨投资者活动记录表

Financial Performance - In Q3 2025, the company reported a revenue of 49,177.36 million yuan, a year-on-year increase of 4.27% [1] - Net profit attributable to shareholders was 1,798.55 million yuan, a decrease of 19.08% year-on-year [1] - Basic earnings per share were 0.19 yuan, down 17.39% compared to the previous year [1] - Total assets reached 243,116.63 million yuan, reflecting a growth of 4.71% from the previous year [1] - Shareholder equity was 186,742.69 million yuan, an increase of 2.50% year-on-year [1] New Retail Strategy - The company has established partnerships with major retailers like Hema, Walmart, and Yonghui to enhance its new retail presence [2] - Focus on deepening cooperation with clients to create large single products, aiming to reduce raw material and production costs while improving overall gross margin [2] Sales and Distribution Adjustments - Structural adjustments were made in the distribution channel while maintaining volume stability, focusing on service-oriented strategies to empower distributors [3] - Increased customer stickiness by adapting products for various scenarios such as group meals and ready-to-eat sections in supermarkets [3] Future Sustainability - The food industry relies on stable population growth, with a focus on product innovation, quality, and service stability [4] - Long-term resource investment is necessary for product quality assurance and new product development, making low-price competition unsustainable [4] Performance Improvement Factors - Q3 performance improvement was attributed to better sales channel structure, innovation in large customer products, and efficiency gains from supply chain optimization [5] - Continued efforts in launching new products and expanding differentiated channels contributed to the overall performance [5]