佳禾食品(605300.SH):在做精品咖啡募投項目 希望能進一步加強加工能力
格隆匯8月10日丨佳禾食品(605300.SH)近期在接待機構投資者調研時表示,我們12-13年開始規劃咖啡,15年開始進入。當時是以熱風乾燥的速溶咖啡為主,國外速溶咖啡量大且穩定,但中國這些年速溶咖啡發展速度一般,反而精品咖啡發展得比較快。但是隨着咖啡滲透率的提升,公司相信性價比產品(速溶)也會有比較大的增長空間。將來供應鏈格局會逐漸變動,頭部企業原料豆資源相比中小客户在價格及品種上會更有優勢,大規模生產加工頭部企業也會有優勢。公司現在也在做精品咖啡募投項目,希望能進一步加強加工能力。
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