国联水产(300094) - 国联水产调研活动信息

Group 1: Business Collaboration - The company has established a strong partnership with Yonghui Supermarket, which is a leading modern retail enterprise in fresh products, enhancing both parties' strategic cooperation [2][3] - In 2018, the company achieved significant sales through Yonghui Supermarket, indicating a deepening collaboration [3] Group 2: Impact of Currency Fluctuations - The company's export business is primarily settled in USD, making the depreciation of RMB beneficial for exports, while the impact of currency fluctuations on overall business is minimal [3] Group 3: Industrialized Aquaculture Progress - The company is advancing its industrialized shrimp farming project, focusing on integrating physical technology, information technology, and aquatic biology technology to optimize existing farming models [4] - Talent acquisition in key areas such as aquatic technology and biosecurity is being prioritized to support project implementation [4] Group 4: Domestic Market Opportunities - The domestic market is shifting towards higher quality products, creating opportunities for leading enterprises as consumer demand for seafood increases [4] - The new Food Safety Law raises quality standards for food products, benefiting companies with strong R&D and supply chain management capabilities [4] Group 5: Enhancing ROE - The company aims to improve its Return on Equity (ROE) through enhanced profitability from the new intelligent factory and optimized product structure, particularly in deep-processing and small-pack products [5] - Innovative business models, such as joint ventures and asset-light strategies, are being explored to leverage technological and market advantages [5]