燕塘乳业(002732) - 燕塘乳业调研活动信息

Company Overview - Yan Tang Dairy (002732) is a leading dairy company in Guangdong, China, with a strong focus on regional markets and product innovation [1][2] COVID-19 Impact and Response - During the pandemic, the company implemented shift work systems to ensure stable production and supply [3] - Adjusted business strategies by launching promotions on e-commerce platforms and increasing cooperation with community fresh food chains [3] - Introduced contactless delivery services through Yan Tang Youxian Da to meet consumer demand for fresh dairy products [3] - Sales channels recovered well as pandemic control measures took effect, with positive sales growth [3] Market Strategy and Expansion - Current production capacity is approximately 250,000 tons/year, with flagship factory capacity of 600 tons/day [4] - Actively promoting technical transformation of Zhanjiang Yan Tang production base, with partial production lines expected to be operational this year [4] - Future expansion plans will be based on production and operation status [4] - Market development strategy focuses on Guangdong, South China, and nationwide expansion, with emphasis on Greater Bay Area (population ~70 million) [5] - Products have already covered the Greater Bay Area, with entry into Macau market in 2019 [5] Product Development - Balanced product mix between room-temperature and low-temperature dairy products [6] - Recently launched New Guangzhou series fresh milk with advanced 75℃ processing technology to preserve bioactive substances [6] - Differentiated product strategy includes health food series, "Yangzhi Ganlu" with Hong Kong-style concept, and "Old Guangzhou" fermented milk series [8] Raw Material Supply - Self-produced raw milk accounts for about one-third of total consumption, with strategic cooperative farms accounting for two-thirds [7] - Plans to increase self-owned farm construction to better control raw milk quality [7] - Cooperates with over 10 large and medium-sized farms, with most having over 1,000 cattle [7] - Implements strict quality control measures from milking to packaging [7] Sales Channels - Comprehensive marketing network covering distributors, supermarkets, institutions, specialty stores, and home delivery services [7] - Fast-growing new channels include e-commerce, community fresh food chains, KA, and convenience stores [8] - Strong brand recognition and customer loyalty in Guangdong, with brand history dating back to 1956 [8]