奥瑞金(002701) - 2021年6月22日投资者关系活动记录表

Group 1: Integrated Services and Client Base - Integrated services include canning, filling, design, brand planning, and smart marketing, with major clients such as Red Bull, War Horse, Dongpeng, and Coca-Cola [1] - The company has been serving the functional beverage segment for nearly 30 years, leveraging long-term collaborations with various industry associations and downstream clients [2] Group 2: Profitability and Market Dynamics - The improvement in the profitability of two-piece cans is driven by a better industry landscape, including increased demand from beer canization and enhanced industry concentration [1] - The energy drink market is still in a growth phase, with opportunities for expansion as consumer demographics shift towards younger and more diverse groups [1] Group 3: Production Capacity and Market Demand - The company plans to upgrade existing production lines and establish a new canning line in Shandong Zaozhuang to meet stable market demand [1] - Key growth trends in 2021 are observed in beer, energy drinks, milk powder, and health-oriented products [2] Group 4: Response to Cost Pressures - The company employs a combination of cost-plus mechanisms, improved capacity utilization, optimized procurement strategies, and technological upgrades to effectively manage rising raw material costs [3]