Securities code: Guangzhou Zhujiang Brewery Co.Ltd(002461) securities abbreviation: Guangzhou Zhujiang Brewery Co.Ltd(002461) Guangzhou Zhujiang Brewery Co.Ltd(002461) investor relations activity record
No.: 20220401
Investor relations activities \uf0a3 specific object research □ analyst meeting
Category □ media interview □ performance briefing
□ press conference □ Roadshow
□ site visit
\uf0a3 others ()
Name of participating units and names of investors participating in the company’s 2021 annual performance online briefing through panorama
Time: 15:00-17:00 PM, April 1, 2022
Location panorama “investor relations interactive platform”（ http://rs.p5w.net. ）
Form network remote mode
The receptionist of the listed company is Mr. Wang Zhibin, chairman of the company, Mr. Huang Wensheng, general manager, Mr. Gao Yilin, deputy general manager (name of treasurer, person in charge), Ms. Li kuankuankuan, Secretary of the board of directors, Mr. Chen Ping, independent director, etc.
The main contents of the performance online briefing are as follows:
1. Is the company satisfied with this year’s performance?
In 2021, in the face of covid-19 pneumonia epidemic, rising raw material prices and other factors, the company based on the new development stage, implemented the new development concept, integrated into the new development pattern, comprehensively promoted the epidemic prevention and control, production and operation, and continuously promoted the development of high-quality investor relations activities. In 2021, the beer sales volume was 1276300 tons, with a year-on-year increase of 6.41%; The main content introduces that the operating revenue was 4.538 billion yuan, a year-on-year increase of 6.79%; The net profit attributable to shareholders of listed companies was 611 million yuan, a year-on-year increase of 7.36%.
2. What is the expected growth rate of mid-range product sales this year? 97. The sales growth rate of pure high-end products has reached 103%. Can you introduce the strategy of high-end products this year. In recent years, the company has been trying to optimize the product structure. The company will continue to promote product upgrading, improve the construction of product system, optimize the product structure, and strengthen market development and product promotion.
3. In 2021, the gross profit of the company’s medium and high-end products and popular products declined more. What is the reason?
Mainly due to the impact of rising costs. 4. Does the company plan to introduce strategic investors or take any measures to improve product popularity?
The company has no relevant plans. The company will dig deep into the brand connotation, expand the brand voice, and deeply cultivate the Guangzhou Zhujiang Brewery Co.Ltd(002461) brand connotation through cross-border cooperation of “beer + sports, beer + music and beer + food”, so as to improve the linkage effect and brand value. 5. What are the preparations and plans for the world cup this year?
The company will grasp sports events, linkage marketing and improve the brand hot spot of “fan sponsor”. 6. Will there be difficulties in market development in the face of the sudden epidemic this year? Will it affect the annual performance? Is there any targeted adjustment of market policies for the repeated outbreaks?
The recent epidemic has little impact on the company’s production and operation. The company will continue to coordinate the epidemic prevention and control and production and operation, and strengthen the implementation of normalized epidemic prevention and control. The company’s product strategy will adapt to the market situation, continue to promote product upgrading, and strengthen product innovation and promotion. 7. How does the company view the price of raw materials in 2022? Is the price of some raw materials locked? Does the price rise of raw materials have an impact on the company’s profits? In the face of rising costs, does your company have a price increase plan?
Facing the impact of rising raw material prices, the company will earnestly strengthen procurement management and formulate different procurement strategies for different materials in cycles, stages and batches according to the market situation and raw material characteristics. The company determines the product price based on the market, cost and other conditions. In recent years, the company has been trying to increase the proportion of high-end beer. The company will actively respond to the cost impact by optimizing the product structure, carrying out cost reduction and efficiency improvement, strengthening cost control and other measures. 8. Why did the share price fall? Is there a problem with the company’s operation? Is there a repurchase plan? Is there any major bad news not announced? Measures to reduce share prices?
The market share price is affected by many factors. At present, the company’s production and operation are normal. The company has no relevant repurchase plan. The company has no material information that should be disclosed but not disclosed. The company will continue to strive to achieve new breakthroughs in high-quality development of enterprises, strengthen investor relations management and contribute value to shareholders and society.
9. Is the performance in the first quarter of this year increased or decreased compared with last year?
Please pay attention to the first quarterly report of 2022 disclosed by the company in late April 2022. 10. The company optimizes its products. Will there be new differentiated items on the market in 2022? The company implements a new product strategy centered on the market and consumers, and gives play to the linkage role of R & D and marketing. In 2021, a series of new products such as 528ml special Chunsheng, liegang, coffee Shitao and new British IPA were listed. In 2022, according to the market situation, the company will focus on promoting product innovation and transformation, improve the whole process management of new products, promote and cultivate the listing of new products, and create a more strategic and competitive product structure.
11. Why did you transfer the shares to Guangzhou industrial investment group? Is there any big move?
For details, please refer to the announcement on the completion of transfer registration and change of controlling shareholders for free transfer of shares held by controlling shareholders (Announcement No.: 2022017) disclosed by the company on March 31, 2022.
12. Will the layout of the company’s sales area change after repeated epidemics? Is it possible to have a significant impact on the sales performance in the second quarter?
The company has a layout in many markets across the country, and the advantageous markets are concentrated in South China. The company will continue to improve the national marketing network through measures such as optimizing customers and structure, and strive to enhance the company’s influence in other regions.
13. It is recommended that the company participate in more entertainment programs and invest in activities and advertising.
Thank you for your attention and suggestions.
For details, please log in to “investor relations interactive platform” of panorama（ http://ir.p5w.net./ ）View.
The list of annexes (if any) is not about whether this activity is not involved or whether it should be disclosed
Description of big information: useless presentations, documents provided and other attachments during the activity (if any, they can be used as attachments)
Date: April 2, 2022
