Core Insights - The company is actively monitoring tariff adjustments that will impact its foreign trade business costs and is expanding its procurement network to enhance trade categories and ensure steady growth in foreign trade operations [1][2] - The company is utilizing commodity futures hedging to mitigate the impact of price fluctuations in live pigs on its operational costs, leveraging its global resource advantages and procurement network [1][3] - The company has no pet food business and is importing approximately 190,000 tons of pork and pork by-products from the United States in 2024 [2][4] - The company is strengthening its market development in the slaughtering industry to expand its customer base and market sales, while adjusting product structures to better meet market demands [1][4] Industry Insights - As the largest meat consumption country globally, China maintains stable growth in demand for meat products, with fresh meat gaining popularity due to its quality, safety, and convenience [4][5] - The demand for convenient and quick food options is increasing, driving the diversification and personalization of meat products, which presents significant growth opportunities for the industry [5] Operational Developments - The company is enhancing its digital transformation by optimizing its organizational structure, consolidating various digital-related departments into a digital management center, digital operation center, and digital research center [3][4] - The company is focusing on developing local specialty products to meet regional consumption needs and is committed to improving food safety management throughout its production process [3][4]
每周股票复盘:双汇发展(000895)2025年屠宰业将加强市场开发