农 产 品(000061) - 000061农产品2026年1月29日投资者关系活动记录表

Company Overview - Shenzhen Agricultural Products Group Co., Ltd. was established in 1989 and listed on the Shenzhen Stock Exchange in 1997, operating 35 logistics parks across over 20 major cities in China [1] - The company has an average annual trading volume of over 33 million tons and an average annual transaction value exceeding CNY 250 billion in the past three years [1] Business Operations - The company covers the entire agricultural product supply chain, including standardized base planting, cold chain processing, wholesale market operations, urban ingredient distribution, brand development, and import/export services [1][2] - It aims to create a modern agricultural product circulation ecosystem with a focus on digital transformation and efficient collaboration across the supply chain [2] Growth Drivers - Key growth drivers for the wholesale market segment include optimizing market space, enhancing service capabilities, expanding trading categories, and developing new projects in cities like Chengdu, Shanghai, and Guangzhou [3] - For instance, the Tianjin Haijixing market achieved profitability in 2023, reducing losses by CNY 63.35 million, with a revenue of CNY 232 million and a net profit of CNY 9.22 million in the first half of 2025, marking a 49.43% year-on-year increase [3] Online Retail Integration - The relationship between online retail and wholesale markets is characterized by mutual complementarity and synergy, with wholesale markets serving as a primary channel for fresh agricultural products [4][5] Investment Strategy - The company has consistently focused on its core business through direct investments and the establishment of industry funds, aiming to enhance its competitive edge and profitability [6] Brand Development - The company is expanding its "Deep Agricultural Selection" product matrix, emphasizing quality through rigorous testing and selection processes, and has successfully developed over 90 premium products [7] New Market Initiatives - The Guangming Haijixing market commenced operations in 2023, with plans to expand its product offerings and enhance regional supply stability in the Guangdong-Hong Kong-Macao Greater Bay Area [8] Capital Expenditure Plans - Future capital expenditures will focus on new project investments and the development of existing markets, with a strategic approach to maintain a robust national network [9][10]