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Chongqing Fuling Zhacai Group (002507.SZ): It is expected that there will be little change in the level of raw material cost consumption.
Gelonghui November 12th | Chongqing Fuling Zhacai Group (002507.SZ) recently conducted investor surveys on the "gross margin outlook". The company stated that from the second half of this year to the first half of next year, it will use the raw materials acquired this year for the purchase of mustard greens. There is expected to be little change in the level of raw material cost consumption; at the end of this year, there will be a tender for bulk materials such as packaging and accessories. If the tender prices remain stable, the overall gross margin level is expected to change minimally.
Chongqing Fuling Zhacai Group (002507.SZ): This year, optimizations have been made for the 60g and 70g products in the pickled vegetable sector, and the trial sales phase has been completed.
Gelonghui November 12th | Chongqing Fuling Zhacai Group (002507.SZ) recently conducted investor surveys on the 'progress of product optimization this year'. The company stated that this year, in terms of pickled vegetables, optimizations were made for the 60g and 70g products respectively. The trial sales phase has been completed, gradually transitioning to market sales; for radishes, optimizations for taste, flavor, and process have been completed.
chongqing fuling zhacai group (002507) 2024 Third Quarter Report Review: Adjusting sales assessment to meet market demand, traditional sales peak season sales improvement is obvious.
The company announced its 2024 third-quarter report, achieving revenue of 1.962 billion yuan, up 0.56%; net income attributable to the parent company was 0.671 billion yuan, up 1.74%. Achieved in Q3 2024.
Chongqing Fuling Zhacai Group (002507.SZ): Currently, the focus of the expense allocation is on promoting products at the market terminals.
Gelonghui November 6th | Chongqing Fuling Zhacai Group (002507.SZ) recently conducted an online investor conference exchange on the 'planning of expenses'. The company stated that it currently does not have any large-scale advertising investment plans. The current expense allocation focuses on product promotion at the market end, providing direct support for sales, which is different from the previous brand promotion expense allocation model. This year, the 'directional blasting' city project included some elevator media advertising, mainly focusing on ground promotion, display, and other material placements.
Chongqing Fuling Zhacai Group (002507.SZ): It is expected to add approximately 0.03 million tons of cellar capacity next year.
Gelonghui November 6th | Chongqing Fuling Zhacai Group (002507.SZ) recently conducted an online investor conference exchange, regarding "How much can the company's new cellar capacity increase?", the company stated that the construction of the company's raised funds project is ongoing, and it is expected to gradually use some cellars by the end of this year, with an estimated additional capacity of around 0.03 million tons of cellars next year.
Chongqing Fuling Zhacai Group (002507.SZ): No strategic adjustments have been made to the zhacai category, still based on Zhacai.
Gelonghui November 6th | Chongqing Fuling Zhacai Group (002507.SZ) recently held an investor online meeting to discuss whether there have been changes in the key products of the pickled vegetable category and the proportion of 60g products. The company stated that there has been no strategic adjustment to the pickled vegetable category, still focusing on pickled vegetables, with 70g block orders as the main products for sales. The 60g products are upgraded as part of the low-salt series products at a 2 yuan price range. Currently, the 60g products account for about 25% of sales.
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