珍酒李渡(06979.HK)舉行2024年度股東周年大會暨投資者交流會
5月9日,珍酒李渡集團2024年度股東周年大會暨投資者交流會在湖南長沙1912珍酒美食研究所舉行,股東及股東代表、投資機構代表和證券分析師共計120餘人參加。

珍酒李渡集團董事長吳向東,總裁顏濤,高管團隊成員吳其融、朱琳、羅永紅、吳光曙、王連博,珍酒李渡集團非執行董事、KKR合夥人孫錚,獨立非執行董事李東、閆極晟、黃進栓現場或線上出席。
股東周年大會上,股東們審議多項重要議案,包括珍酒李渡2024年財務報告、股息分派方案,續聘2024年度審計機構、選舉董事等。
投資者交流環節,吳向東首先對大家長期以來支持公司發展表示感謝,並就行業發展趨勢和公司發展戰略等方面與投資者深入交流。

吳向東表示,作爲週期性行業,白酒行業週期波動是常態,在他近30年的從業生涯中,已經歷過多次。珍酒李渡的目標是長遠發展,將堅持“做難但正確的事”,通過差異化的產品策略和團隊建設,不斷提升產品品質與品牌價值,用有溫度的體驗贏得消費者信任,應對未來市場挑戰。
2024年,珍酒李渡主動謀變,在品質提升、渠道創新、品牌塑造和踐行社會責任等方面取得突破進展,實現營業收入70.7億元,經調整淨利潤16.8億元,且主要經營指標連續第四年保持增長,穩居中國第九大白酒上市公司。
現場,投資者和券商機構代表爭相提問,在投資者關注的產品、渠道和品牌發展策略方面,吳向東逐一回答。

近年,珍酒李渡持續增產擴能,爲進一步提升產品競爭力和高端產品擴量提供了堅實基礎。吳向東提到,珍酒將推出一款品質對標市場2000元價位段的戰略新品,售價預計500元至600元,與珍十五、珍三十形成協同效應,繼續夯實次高端市場地位。李渡將進一步拓寬次高端和中端價格帶產品佈局,豐富產品矩陣,搶佔更多市場份額。
珍酒李渡旗下三大企業保持差異化發展路徑。珍酒繼續深化雙渠道增長戰略,重點突破新能源、AI、數字化等新質生產力消費人羣。吳向東表示,珍酒高檔酒事業部異業客戶拓展效果明顯,2024年取得高雙位數增長,今年維持了較好增長態勢。李渡做好“小而美”到“大而精”的戰略轉變,加快全國化佈局。湘窖通過實施大網點戰略和加強體驗式營銷,提升經銷商質量。
珍酒李渡致力於講好品牌文化,多維提升品牌形象。珍酒擁有傳奇品牌歷史,將充分利用文化和旅遊資源,做好酒旅融合,正全力打造的珍酒莊園,將成爲中國商學院沉浸式體驗營銷示範基地;李渡的元代燒酒作坊遺址和唐代洪州窯遺址,持續構建“考古+釀造+文旅”的沉浸式體驗場景,擴大品牌影響力。
針對消費者代際更替帶來的市場變化,吳向東表示,80後、90後逐漸成爲白酒消費主力,將開展更貼近年輕羣體的營銷活動,不斷提高消費者粘性,實現消費人羣存量穩固與增量拓展。
現場,有投資人向KKR合夥人孫錚提問投資珍酒李渡的初衷和未來規劃。孫錚表示,投資珍酒李渡的核心邏輯是長期看好中國白酒賽道和珍酒李渡管理團隊的運營能力和專業水平。當前,雖面臨行業調整,但對珍酒李渡的長期價值依然充滿信心,並會長期陪伴公司持續發展。

股東大會期間,珍酒李渡邀請與會投資者參觀1912珍酒美食研究所,讓更多投資者瞭解公司“美食+美酒”的創新理念。
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