Group 1: Investor Relations Activities - The company conducted an investor communication network meeting from March 26 to March 27, 2025, with participation from various financial institutions and asset management companies [3][4]. Group 2: Revenue Insights - Company revenue is primarily concentrated in Q3 and Q4 due to market consumption patterns, with significant sales during the Mid-Autumn Festival and National Day [4]. - In 2024, domestic revenue growth was 39.07%, while international revenue growth was 9.28%, with foreign trade accounting for approximately 30% of total revenue [12]. Group 3: Product Demand and Market Trends - The significant increase in konjac powder sales is driven by its recognized health benefits and increased applications in the food sector, particularly in snacks [5]. - The demand for healthy ingredients is rising as living standards improve, leading to broader applications of konjac in the catering industry [5]. Group 4: Supply Chain and Inventory Management - As of the end of 2024, the company had approximately 440 million in inventory, which includes raw materials, semi-finished products, and finished goods, sufficient to meet operational needs for the year [7]. - The company maintains stable supplier relationships through annual framework agreements and various collaboration models [9]. Group 5: Brand and Business Development - The company focuses on B2B operations, with its own brand "Molege" showing an upward trend through online and offline channels [8]. - The company collaborates with four out of twenty leading tea beverage companies and plans to continue introducing new konjac tea products [13].
一致魔芋(839273) - 关于投资者关系活动记录表的公告