香飘飘(603711) - 香飘飘关于接待机构投资者调研情况的公告

Group 1: Investor Meeting Overview - The company conducted investor meetings in June 2023 through both in-person and phone interactions [1][2] - Participating institutions included various funds and securities companies, such as Huaxia Fund, GF Fund, and CITIC Securities [1][2] Group 2: Business Performance Insights - In Q2 2023, the company experienced a seasonal dip in sales for its brewed products, while ready-to-drink products began to enter a peak season [3] - Juice tea sales showed recovery compared to the same period last year, with positive feedback on bottled frozen lemon tea [3] Group 3: Product Distribution and Strategy - The company selected 70 core cities for the distribution of bottled frozen lemon tea, focusing initially on the South China region [4] - Future product development will emphasize youthfulness and health, exploring opportunities in the broader brewing market and expanding into sugar-free and functional beverages [5] Group 4: Financial and Inventory Management - The ready-to-drink business is currently in an investment phase, with the breakeven point yet to be clearly defined [6] - The company maintains a healthy channel inventory to ensure product freshness and support consumer purchasing [7] Group 5: Marketing and Sales Strategies - Strategies to enhance product sales include improving product quality, increasing brand promotion investments, and boosting channel investments [9] - The company aims to deepen consumer impressions of the Lan Fang Yuan brand by leveraging its historical resources and introducing new products [11] Group 6: Cost Management and Future Outlook - The company plans to maintain a balanced approach to revenue, expenses, and profits, with increased investment in the ready-to-drink segment [12] - The success of the Meco juice tea highlights the importance of product differentiation and long-term commitment to market strategies [13] - The company anticipates gradual revenue growth in 2023, focusing on repairing its brewed business while supporting the ready-to-drink segment [14] Group 7: Risk Advisory - The company advises investors to refer to official announcements on the Shanghai Stock Exchange for accurate information and to remain cautious regarding investment risks [15]