众兴菌业(002772) - 投资者关系活动记录表

Group 1: Company Overview - Stock code: 002772, Stock abbreviation: Zhongxing Junye [1] - Bond code: 128026, Bond abbreviation: Zhongxing Convertible Bond [1] - Company name: Tianshui Zhongxing Junye Technology Co., Ltd. [2] Group 2: Investor Relations Activity - Activity date: March 28, 2023, from 15:00 to 17:00 [2] - Format: Conducted via online remote method [2] - Participants included the Chairman, CFO, independent director, and board secretary [2] Group 3: Key Financial Performance - 2022 revenue: 1,970.27 million CNY, a year-on-year increase of 26.61% [4] - 2022 net profit attributable to shareholders: 158.35 million CNY, a year-on-year increase of 188.08% [4] Group 4: Research and Development - R&D personnel count decreased from 180 in 2021 to a lower number in 2022 due to the exclusion of auxiliary staff [3] - Future R&D focus includes "bottleneck" projects and improvement of cultivation technology [3] Group 5: Market and Product Insights - The company is involved in the factory production of edible mushrooms, utilizing AI technology in certain production processes [3] - Current cash on hand: 1.326 billion CNY, primarily for debt repayment and operational turnover [4] - The North Cordyceps project is in small-scale trial production [4] Group 6: Competitive Landscape - The company faces competition in the golden needle mushroom sector but operates mainly in the northern region, while competitors are more concentrated in the south [5] - The market for edible mushrooms is expanding due to increasing health awareness among consumers [5] Group 7: Future Plans and Strategies - The company aims to explore new profit growth points and is considering external acquisitions [4] - Plans for 2023 include focusing on operational stability and healthy development [6] - The company is exploring new sales channels to adapt to market demands [8]