得利斯(002330) - 得利斯调研活动信息

Group 1: Company Development Strategy - The company aims to expand its meat processing industry based on the slaughtering industry, targeting both B-end and C-end markets simultaneously [1] - Future plans include establishing a marketing headquarters in Beijing and a second headquarters in Shanghai, along with 50 flagship stores and 250 direct stores in major cities, and attracting 1,250 franchise stores [1] - The company seeks to optimize product structure, improve market layout, and enhance sustainable development capabilities [1] Group 2: Market Position and Brand Strategy - The company adopts a major brand strategy to cater to different consumer groups, maintaining the "Delisi" brand for the elderly market while developing a sub-brand for younger consumers [3] - The company recognizes the need to control the scale of its slaughtering business, which previously accounted for 60%-70% of its operations, now reduced to below 60% [3] - The company has a strong brand image and consumer trust, with over 90% of its distributors primarily selling Delisi products [5] Group 3: Financial Performance and Challenges - Recent years have seen low profit margins due to a high proportion of low-margin slaughtering business and market competition [3] - The company has faced challenges from the African swine fever and increased competition from imported pork, impacting supply stability [3] - Despite a decline in revenue due to falling product prices, sales volume has increased, leading to improved profit margins [3] Group 4: Marketing and Sales Channels - The company focuses on B-end clients, particularly in the restaurant sector, while also expanding its C-end consumer base through effective branding [4] - The company provides customized products for restaurant clients, requiring strong management capabilities to ensure high production efficiency [4] - The company plans to continue expanding its large customer department to enhance marketing efforts in the restaurant channel [4] Group 5: Pre-prepared Food Strategy - The company adopts a B-end first strategy for pre-prepared foods, targeting restaurant chains that benefit from reduced labor costs and improved efficiency [5] - The pre-prepared food market shows regional differences, with higher acceptance in East China and Beijing, while areas like Sichuan have lower priority due to local dietary preferences [6] - The company plans to offer a range of frozen rice and noodle products tailored to different sales channels and consumer needs [6]