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克明食品(002661.SZ):五穀道場定位奉獻營養健康的方便食品,以非油炸更健康的賣點與理念來打造非油炸第一品牌
格隆匯 06-27 18:40

格隆匯6月27日丨有投資者向克明食品(002661.SZ)提問,“掛麪行業競爭充分,公司已取得穩定的市佔率和知名度以及穩定利潤來源。再想向上突破也很困難。第二增長曲線需要五穀道場或未來其他品牌來貢獻。問題1:旅遊持續火爆,對方便食品、自熱產品的銷售端帶來怎樣的影響?增長主要來自於線上還是線下?問題2:五穀道場的定位,自收購以來發展非常好。對於其營收和利潤,未來是否能扛起克明食品向上突破的大旗?問題3:養豬場的併購,會影響公司對五穀道場的繼續投入嗎?”

克明食品回覆稱,(1)截至今年一季度,公司五穀道場品牌產品線上線下渠道均有不同程度的增長。(2)五穀道場定位奉獻營養健康的方便食品,以非油炸更健康的賣點與理念來打造非油炸第一品牌。未來三年,公司將堅持多元化戰略,以掛麪為第一增長曲線,穩步提升掛麪業務,加快發展方便食品業務,夯實第二增長曲線。(3)公司生豬業務與食品業務完全獨立運營,收購興疆牧歌不會影響公司對五穀道場的繼續投入。

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