安井食品股东大会调研反馈:新品为抓手 策略迭代升级

东吴证券
May 22, 2025

投资要点经营思路由渠道驱动转向为产品驱动。公司回顾了以往的渠道策略,坚持的理念是“对内以人为本,对外以客为尊”。过去帮助经销商做大做强,从坐商到行商再到平台商,绑定了一群优质、忠诚度高的经销商客户。当前阶段公司的渠道布局领先行业,现阶段有能力、有必要由渠道驱动转向为产品驱动,公司自上而下已经在执行该经营理念的转变。新品突出差异化,品类全面出击。公司2025 年推出的新品包括:1)活鱼现杀嫩鱼丸,...

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