新乳业(002946) - 新乳业调研活动信息

Financial Performance - The company achieved a revenue of 5.298 billion yuan, representing a growth of 10.84% compared to the previous year [2] - The net profit attributable to shareholders reached 230 million yuan, with a year-on-year increase of 25.14% [2] - The net cash flow from operating activities was 892 million yuan, showing a growth of 45.42% [2] Strategic Initiatives - A new five-year strategic plan was launched, focusing on strengthening core business and aiming to double the net profit margin within five years [2] - The company emphasizes fresh milk as a core direction and plans to allocate more resources to drive growth in this category [2] Market Expansion - The company is actively expanding its regional market presence, particularly in South China, with a goal to double revenue in Guangdong compared to last year [4] - The "Weipin" brand saw a revenue growth rate exceeding 30% in the first half of the year, with ongoing efforts to develop markets in South and North China [3] Cost Management - The company anticipates continued improvement in cost management due to a downward trend in raw milk prices, which is expected to yield some benefits in the second half of the year [3] - Approximately 50% of the company's total raw milk demand is met through self-sourced and joint-venture sources [3]