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南极电商(002127) - 2025年3月17日投资者关系活动记录表
2025-03-17 12:58
Business Strategy and Planning - In 2025, the company plans to reshape its dealer and supply chain systems, focusing on the re-launch of the light luxury series and expanding product categories, including women's innerwear and home textiles [1] - The company aims to increase its market share through centralized and personalized promotions with dealers [1] - The company expects significant sales growth as new products are launched and new stores are opened [1] Sales Performance - The daily sales for the "Nanji Ren" brand from late February to early March 2025 were approximately 20 million [3] - The "Bai Jia Hao" brand achieved daily sales of about 13 million during the same period, with a projected GMV of 2.5 billion in 2023 and 4.7 billion in 2024 [3] - The company anticipates a substantial increase in overall GMV in 2025, with the shelf segment's sales ratio targeted to rise to 45% [3] Retail Expansion - The company opened a pop-up store in Shanghai in December 2024, which received positive consumer feedback, and plans to open more pop-up stores in 2025 [4][5] - Future product offerings in physical stores will include customized products and a rotation of new items every two weeks to maintain consumer interest [5] Product Development - The light luxury series will feature 17 SKUs in 2024, with plans to expand the product line in 2025 to include quick-drying T-shirts and lightweight down jackets [5][6] - The company emphasizes a "big item, big hit" strategy for self-sourced products while promoting a "small item, small hit" approach for franchise products [6] Supply Chain Management - The company employs strict standards for supply chain management, ensuring quality and efficiency by collaborating with over 40 carefully selected factories [8] - A rigorous pre-qualification process for factories includes assessments of production capacity and quality control [8] Dealer Management - The company collaborates with experienced dealers and implements a replacement mechanism based on operational performance [9] - A centralized marketing strategy is employed to ensure alignment between major marketing activities and personalized marketing efforts [9] Marketing Investment - In 2024, the company increased marketing investments to enhance brand influence, including collaborations with media and promotional activities [11] - For 2025, the company plans to optimize marketing strategies through social media and enhance consumer engagement via offline store upgrades [11]
南极电商(002127) - 关于公司使用闲置自有资金购买理财产品的进展公告
2025-03-03 10:30
关于公司使用闲置自有资金购买理财产品的进展公告 证券代码:002127 证券简称:南极电商 公告编号:2025-005 南极电商股份有限公司 关于公司使用闲置自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 (一)公司投资的理财产品可能面临的风险揭示 南极电商股份有限公司(以下简称"公司")2023年年度股东大会审议通过了《关于使用 闲置自有资金购买理财产品的议案》,授权董事长审批使用公司及合并报表范围内下属子公 司暂时闲置的自有资金用于购买理财产品的额度为250,000万元(人民币);投资类型为安全 性高、流动性好、保本型或低风险型的理财产品或固定收益类证券(除股票、证券投资基金、 无担保债券等有价证券及其衍生品),期限不超过12个月,在上述额度及期限范围内可循环 滚动使用。 现将公司 2025 年 2 月份使用闲置自有资金购买理财产品的事项公告如下: - 1 - 序 号 受托人名称 产品名称 产品 类型 委托理 财金额 (万 元) 预计年化收 益率 起始日 到期日 资金 来源 关联 关系 1 招商银行股份 有限公司北京 东直门 ...
南极电商:24年业绩预告点评:品牌升级重塑效果显现,Q4收入大幅增长
Tai Ping Yang· 2025-02-12 00:52
2025 年 02 月 10 日 公司点评 买入/维持 | 总股本/流通(亿股) | 24.55/19.95 | | --- | --- | | 总市值/流通(亿元) | 116.61/94.75 | | 12 个月内最高/最低价 | 5.61/2.48 | | (元) | | 南极电商(002127) 目标价: 昨收盘:4.75 24 年业绩预告点评:品牌升级重塑效果显现,Q4 收入大幅增长 ◼ 走势比较 (20%) 0% 20% 40% 60% 80% 24/2/19 24/4/29 24/7/8 24/9/16 24/11/25 25/2/3 南极电商 沪深300 ◼ 股票数据 证券分析师:郭彬 E-MAIL:guobin@tpyzq.com 分析师登记编号:S1190519090001 研究助理:龚书慧 E-MAIL:gongsh@tpyzq.com 一般证券业务登记编号:S1190122070007 事件:公司近期公布 2024 年业绩预告,预计 2024 年公司营收在 32- 35 亿元,同比增长 19%-30%,归母净利润为亏损 1.9-2.5 亿元(23 年: 盈利 1.1 亿元),扣非归母净 ...
南极电商(002127) - 关于公司使用闲置自有资金购买理财产品的进展公告
2025-02-06 11:17
现将公司 2025 年 1 月份使用闲置自有资金购买理财产品的事项公告如下: 关于公司使用闲置自有资金购买理财产品的进展公告 证券代码:002127 证券简称:南极电商 公告编号:2025-004 南极电商股份有限公司 关于公司使用闲置自有资金购买理财产品的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 南极电商股份有限公司(以下简称"公司")2023年年度股东大会审议通过了《关于使用 闲置自有资金购买理财产品的议案》,授权董事长审批使用公司及合并报表范围内下属子公 司暂时闲置的自有资金用于购买理财产品的额度为250,000万元(人民币);投资类型为安全 性高、流动性好、保本型或低风险型的理财产品或固定收益类证券(除股票、证券投资基金、 无担保债券等有价证券及其衍生品),期限不超过12个月,在上述额度及期限范围内可循环 滚动使用。 - 1 - 序 号 受托人名称 产品名称 产品 类型 委托理 财金额 (万 元) 预计年化收 益率 起始日 到期日 资金 来源 关联 关系 1 宁波银行股份 有限公司北京 东城支行 平安理财天天成长 3 号 货币式 T+1 ...
南极电商(002127) - 2025年1月24日投资者关系活动记录表
2025-01-24 10:36
证券代码:002127 证券简称:南极电商 南极电商股份有限公司投资者关系活动记录表 编号:2025-004 | 投资者关系活 | √ 特定对象调研 □ 分析师会议 | | | | --- | --- | --- | --- | | 动类别 | □ 媒体采访 □ 业绩说明会 | | | | | 路演活动 □ 新闻发布会 | | □ | | | □ 现场参观 | | | | | □ 其他 (请文字说明其他活动内容) | | | | 参与单位名称 | 华泰国际、国海证券、长安基金、招银理财、东海基金、信 | | | | 及人员姓名 | 诚基金、建信基金 | | | | 时间 | 2025 年 1 月 23 日-24 日 | | | | 地点 | 公司会议室 | | | | 上市公司接待 | 董事会秘书:朱星毓 | | | | 人员姓名 | | | | | | 一、介绍公司基本情况 | | | | | 公司 2024 年度业绩预告已发布,2024 年公司业务收入预 | | | | | 计实现 32 亿元-35 亿元,同比获得较大幅度增长,得益于公 | | | | | 司品牌升级及业务结构调整,南极人品牌在 2024 ...
南极电商:国民品牌,反转焕新
Soochow Securities· 2025-01-24 05:45
Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of the stock [1]. Core Views - The company is expected to achieve a revenue of 32 to 35 billion yuan in 2024, with a year-on-year growth of 19% to 30%. However, it anticipates a net loss of 1.9 to 2.5 billion yuan, primarily due to goodwill impairment and marketing expenses for the new product line [10][28]. - The "Nanjiren Light Luxury" series is expected to significantly enhance brand value and profitability, with a projected turnaround in profitability by 2025 [10][28]. - The company has undergone a strategic transformation, focusing on quality control and supply chain management, which is anticipated to improve its market position and consumer perception [10][28]. Summary by Sections 1. Brand Strategy and Market Position - The company has shifted its main business model from brand licensing to a self-sourcing and franchise model, enhancing control over product quality and supplier qualifications [10][12]. - The "Nanjiren Light Luxury" series has seen a doubling of sales on Douyin in October 2024, with daily GMV exceeding 20 million yuan by December 2024 [10][52]. 2. Financial Performance and Projections - The company reported total revenue of 3.31 billion yuan in 2022, with a projected increase to 4.91 billion yuan in 2025, reflecting a year-on-year growth of 51.69% [1]. - The net profit is expected to turn positive in 2025, with a forecasted net profit of 299.32 million yuan, following a loss of 211.90 million yuan in 2024 [1][10]. 3. Brand Breakdown - The "Bai Jia Hao" brand, acquired in 2022, has shown robust growth, achieving a GMV of 25 billion yuan in 2023 and projected to reach 47 billion yuan in 2024, marking an 88% increase [10][64]. - The company has successfully transitioned "Bai Jia Hao" to an online supply chain franchise model, focusing on Douyin as the primary sales channel [10][64]. 4. Supply Chain and Product Development - The company has implemented a centralized management approach for sourcing, design, and logistics, aiming to produce high-quality, cost-effective products [10][12]. - The design and material quality of the "Nanjiren Light Luxury" series have significantly improved, with a consumer satisfaction rate exceeding 95% [10][12]. 5. Marketing and Brand Image - The company has increased its marketing investments, including high-profile endorsements and advertising campaigns, which have temporarily impacted short-term profits but are expected to drive long-term growth [10][15].
南极电商:目前全新的轻奢系列店铺在阿里、京东、抖音等渠道有300家左右
Core Viewpoint - The overall transition of the Alibaba channel for the company is very ideal, benefiting from the platform's regulatory strength, which has led to effective handling of historical products and stores after the authorization letters were not issued [1] Group 1: Company Performance - The company opened over 100 new stores in January across all networks [1] - Currently, there are approximately 300 new luxury series stores on platforms such as Alibaba, JD.com, and Douyin [1] - The company expects to exceed 1,000 stores by 2025 and plans to complete its store opening strategy in the first half of the year [1]
南极电商(002127) - 2025年1月21日投资者关系活动记录表
2025-01-21 23:54
证券代码:002127 证券简称:南极电商 南极电商股份有限公司投资者关系活动记录表 回复: 编号:2025-003 最大的改变是品质升级,公司加强了对供应链管理,首 先是精选供应链合作伙伴,以白名单邀约制对供应链大幅提 高了准入要求,并帮助一部分工厂进行改造;第二是建立了 更高标准的品质指引及产品评价机制,产品须经公司专业的 质检团队验收合格后才能量产;第三是持续实施负面清单管 理,合作期间不定期对工厂、商品进行后置式的稽查,严格 对负面情况的处罚履约。 | 投资者关系活 | √ 特定对象调研 √ 分析师会议 | | | | --- | --- | --- | --- | | 动类别 | □ 媒体采访 □ 业绩说明会 | | | | | □ 新闻发布会 √ 路演活动 | | | | | 现场参观 □ | | | | | 其他 (请文字说明其他活动内容) □ | | | | 参与单位名称 | 东吴证券、广发证券、华西证券、申万宏源、浙商证券、浦 | | | | 及人员姓名 | 银基金、汇添富基金、华安基金、嘉实基金、东方红、中欧 | | | | | 基金 | | | | 时间 | 2025 年 1 月 19 ...
南极电商(002127) - 2024 Q4 - 年度业绩预告
2025-01-17 11:50
Financial Performance - The company expects a net loss for 2024, with estimated losses ranging from CNY 190 million to CNY 250 million, compared to a profit of CNY 111.58 million in the previous year[3] - The projected revenue for 2024 is between CNY 3.2 billion and CNY 3.5 billion, an increase from CNY 2.69 billion in the previous year[3] - The basic earnings per share are projected to be a loss of CNY 0.0774 to CNY 0.1018, compared to a profit of CNY 0.0474 in the previous year[3] Business Strategy - The company plans to shift its business model for the Nanji brand from authorized cooperation to self-purchase and franchise, leading to increased marketing expenses[4] - The company is focusing on enhancing brand influence and product quality through increased marketing investments and promotional activities[4] Goodwill and Impairment - The goodwill of the acquired subsidiary, Beijing Time Internet Technology Co., is estimated at CNY 324.29 million, with expected impairment of goodwill between CNY 80 million and CNY 110 million due to market competition[5] Market Trends and Risks - The company reported a positive growth trend in brand authorization, self-operated sales, and internet marketing revenue during the reporting period[5] - The company warns investors about potential risks related to preliminary financial data and possible adjustments after the annual audit[6] - The company aims to improve operational quality and reduce costs in its subsidiary to address market risks[5] - The final financial data will be disclosed in the 2024 annual report, and investors are advised to pay attention to investment risks[7]
南极电商(002127) - 关于控股股东的一致行动人内部转让股份及减持股份计划时间届满的公告
2025-01-13 16:00
证券代码:002127 证券简称:南极电商 公告编号:2025-002 南极电商股份有限公司 关于控股股东一致行动人内部转让股份及减持股份计划 时间届满的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 2、股东及其一致行动人本次减持前后持股情况 | 股东名称 | 股份性质 | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | | | 股数(股) | 占总股数比 | 股数(股) | 占总股数比 | | | | | 例(%) | | 例(%) | | 张玉祥 | 合计持有股份 | 612,159,216 | 24.94 | 612,159,216 | 24.94 | | | 其中:无限售条件股份 | 139,566,850 | 5.69 | 139,566,850 | 5.69 | | --- | --- | --- | --- | --- | --- | | | 有限售条件股份 | 472,592,366 | 19.25 | 472,592,366 | 19.25 | | ...