有友食品(603697) - 有友食品2024年11月26日投资者关系活动记录表

Group 1: Product Development and Market Trends - The company is actively working on new product launches, including a focus on healthier options like spicy pig skin jelly [1] - The quail egg product category is gaining traction, with the Chinese egg product market expected to reach over 80 billion yuan by 2024 [1] - Quail eggs are recognized for their high protein content and diverse consumption scenarios, indicating strong market potential [1] Group 2: Financial Performance and Sales Channels - The company's gross margin has slightly declined due to changes in product structure [2] - The sales performance in the Sam's Club channel is strong, with a top 3 ranking for the deboned duck feet (spicy flavor) in the meat snacks category [2] - Accounts receivable increased significantly to 90.73 million yuan, up from 13.76 million yuan in the previous quarter, primarily due to expanded sales in direct channels [2]