Agricultural Resources and Innovation農業技術 (Eng) Invest America1231聯華食

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休閒食品大廠聯華食（1231）昨（27）日舉行股東會，今年度營運將推動三大方針，分別為掌握跨界新品需求、其次開拓海外市場，第三整合供應全流程管理；隨著疫情升溫，在家用餐的人變多，買鮮食回家吃數量增加，鮮食也是聯華食主力產品，隨著銷售量攀升，全年營收、獲利跟著受惠。
聯華食指出，去年雖受到疫情干擾，台灣雖然進入三級警戒造成短暫動盪，受惠於疫苗接種率攀升，全球經濟漸回穩，政府的振興方案，國內民眾對於鮮食需求量增加，聯華食去年業績表現出色，繳出稅後純益8.14億元，每股稅後盈餘4.03元的佳績，股東會通過配發現金股利1.5元，同時配發股票股利1.1元，昨天也舉行董事改選，董事席次異動不大。聯華食品旗下有兩大重要營收來源，休閒類占營收比重50.2%，鮮食類占49.8%。其中，知名的零食包括可樂果、萬歲牌、元本山等休閒類的銷售量為1159萬箱；聯華食的「鮮食」布局，也一直是法人看重的推升營收成長的重要動能，主要代替超商代工御便當、三明治、飯糰、壽司、涼麵等，至於鮮食類則目標為1.7億個。
考量市場商機，聯華食提出三大策略搶攻市場商機，在成長策略的部分，積極提升品牌市占率並開發新市場，希望創造高成長績效，運用APS先進排程系統，達成產銷協調最佳化



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Lianhuashi (1231), a major snack food manufacturer, held a shareholders' meeting yesterday (27th). This year's operations will promote three major policies, namely, grasping the demand for cross-border new products, secondly developing overseas markets, and thirdly integrating the whole process of supply management; As the epidemic heats up, more people eat at home, and the number of people who buy fresh food to eat at home increases. Fresh food is also the main product of Lianhua Foods. With the increase in sales, the annual revenue and profit will benefit.

Lianhua Foods pointed out that despite being disturbed by the epidemic last year, although Taiwan entered the level 3 alert and caused temporary turmoil, thanks to the rising vaccination rate, the global economy has gradually stabilized, and the government's revitalization plan, the domestic demand for fresh food has increased. Shiji performed well last year, with a net profit of 814 million yuan after paying taxes and a profit of 4.03 yuan per share after tax. The shareholders' meeting passed a cash dividend of 1.5 yuan and a stock dividend of 1.1 yuan. Yesterday, the director election was also held. The seats didn't change much. Lianhua Foods has two major sources of revenue. The leisure category accounts for 50.2% of the revenue, and the fresh food category accounts for 49.8%. Among them, the sales volume of well-known snacks including cola nuts, Long live brand, Yuanbenshan and other leisure categories was 11.59 million boxes; Lianhuashi's "fresh food" layout has always been an important driving force for the growth of revenue that is valued by legal entities. It mainly replaces the supermarket OEM for bento, sandwiches, rice balls, sushi, cold noodles, etc. As for fresh food, the target is 170 million.

Considering the market opportunities, Lianhuashi proposed three strategies to seize market opportunities. In the growth strategy, we actively increased the market share of the brand and developed new markets, hoping to create high growth performance, using the APS advanced scheduling system to achieve the best coordination between production and sales. optimization