SEAMILD FOODS(SZ:002956)2023-01-10 10:38Group 1: Company Performance and Market Conditions - The overall consumption environment has improved, leading to good sales performance since the fourth quarter of 2022 [1] - The impact of COVID-19 on production and logistics has been mitigated through adjustments in production orders and closed production methods [1] - The company expects the effects of the pandemic to gradually diminish, stabilizing in the first quarter of 2023 [1] Group 2: Online Sales and Marketing Strategies - Online sales continued to grow in the fourth quarter, maintaining a strong demand since 2022 [1] - The company has successfully utilized new marketing channels such as Douyin and Kuaishou, enhancing its online presence and performance [1] - The company has solidified its leading position in online sales, exceeding expectations [1] Group 3: Brand Development and Product Strategy - The company is committed to long-term brand building, with ongoing investments and collaborations with well-known consulting firms [2] - In 2023, the company plans to enhance brand promotion activities, including partnerships with brand ambassadors [2] - The Oat + series products showed strong demand in the fourth quarter of 2022, with plans for further investment and development in 2023 [2] Group 4: Shareholder Actions and Market Impact - The recent share reduction by a shareholder was due to personal financial needs and was a small quantity, unrelated to company operations [2] - The Oat + series is expected to attract new consumers while also overlapping with existing pure oat consumers, expanding the customer base [3] - The average age of Oat + consumers is lower than that of pure oat consumers, indicating potential for new market segments [3]