Yantai North Andre Juice (605198.SH): The recent changes in marine transportation fees have had a slight impact in the short term.

Gelonghui Finance · Aug 2 03:59

Yantai North Andre Juice (605198.SH) stated on the interactive platform on August 2nd that the concentrated apple juice industry in the Northern Hemisphere is concentrated in the second half of the year, and downstream beverage companies also tend to negotiate and sign sales agreements and order contracts with concentrated fruit juice producers in the second half of the year. Therefore, the cost changes of this crushing season are often reflected and transmitted during the sales agreement signing process in the industry after entering the crushing season. In addition, the cost of concentrated fruit juice accounts for a small proportion of the final packaged beverage sale price sold to consumers, and the cost of packaged beverages includes advertising and promotion expenses, packaging expenses, transportation expenses, energy and labor costs, etc. Beverage manufacturers' customers are not very sensitive to the price of concentrated fruit juice. Most of the sales orders currently executed by the company are signed in the crushing season of 2023. Moreover, most of the company's export orders are FOB terms, and the company does not bear the shipping cost. Therefore, the recent changes in shipping costs have a slight short-term impact, but in the long run, if shipping costs continue to rise significantly, they are expected to be transmitted downstream to a greater extent through negotiation.

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安德利(605198.SH)：近期的海运费变动，短期内略有影响

Yantai North Andre Juice (605198.SH): The recent changes in marine transportation fees have had a slight impact in the short term.

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