Group 1: Company Strategy and Market Expansion - The company will continue to focus on low-temperature fresh milk as the main strategy, with ambient milk as a supplement, while promoting home delivery and developing new retail and online sales channels to meet diverse consumer needs [1] - The company aims to strengthen its market presence in Jiangxi and expand into Anhui, particularly in Hefei and Liu'an, through various sales channels including home delivery and retail stores [1][2] Group 2: Market Share and Competition - The annual dairy consumption in Jiangxi is approximately 5 billion RMB, with the company's products accounting for about 10% to 20% of the total market [1][2] - Despite competition from other dairy companies, the company has established a core competitive advantage through its differentiated home delivery model and has a strong brand reputation in Jiangxi [2] Group 3: Supply Chain and Milk Source - The company primarily relies on external milk sources but is gradually shifting towards self-built and controlled sources, currently operating 2 self-built and 4 cooperative controlled milk source bases [2] - Future plans include increasing investment in farm facilities to enhance the proportion of self-sourced milk, ensuring a stable supply for company growth [2] Group 4: Corporate Governance and Future Plans - The company is considering share buybacks and equity incentives based on market conditions and its own development after listing [2] - Potential mergers and acquisitions will be evaluated to enhance the company's scale and competitiveness as market conditions mature [2]
阳光乳业(001318) - 阳光乳业调研活动信息