Group 1: Company Overview - Zhejiang Semir Garment Co., Ltd focuses on Semir casual wear and Balabala children's wear, with a strong market presence in China [8][9] - The company reported a 14.93% year-on-year increase in revenue and a 22.94% increase in net profit attributable to shareholders for the first half of the year [8] Group 2: Business Performance - Balabala brand, as the leading children's wear brand, achieved a revenue growth of 21.57% compared to the previous year [9] - Semir casual wear business also showed recovery with a revenue increase of 10.3% year-on-year [9] - The company has distributed a total of 2.68 billion CNY in cash dividends over four years, maintaining a consistent dividend policy [10] Group 3: Market Trends - The Chinese apparel industry is transitioning to a fully competitive market, with characteristics such as channel diversification and the rise of e-commerce [9] - The market is expected to become the largest and most growth-potential apparel market globally [9] Group 4: Strategic Initiatives - The company launched an equity incentive plan and established a partnership mechanism to attract and retain key personnel [9] - A new brand, Makale, was created to target infants aged 0-7, with plans for further development and integration of online and offline sales [14] Group 5: Supply Chain and E-commerce - The company is focusing on supply chain integration and efficiency improvements to adapt to changes in the supply environment [11][12] - E-commerce operations have been growing rapidly, with a doubling of sales each year since 2012 [12] Group 6: Future Outlook - The company plans to expand its presence in first-tier cities and shopping centers, enhancing its retail strategy [11][15] - Future product categories will include a wider range of children's accessories and apparel, addressing consumer demand for one-stop shopping [16]

Financial Performance - The company's revenue for the first nine months increased by 15.07% year-on-year [6] - Net profit attributable to shareholders grew by 23.46% year-on-year [6] Business Strategy - Focus on expanding in second and third-tier cities to enhance the competitiveness of agents [7] - Implementation of the tenth-generation store image to improve product sales [7] - Deep collaboration with agents in inventory management and training to move towards a quasi-direct sales model [8] Market Trends - The children's clothing market is expected to see significant growth due to the recent two-child policy [7] - The apparel industry in China is shifting towards a concentrated market with increased competition, benefiting leading brands like Semir and Balabala [9] E-commerce and Sales - E-commerce sales are maintaining a high growth rate [7] - Semir and Balabala brands ranked first in sales on major e-commerce platforms during the Double Eleven shopping festival [9] Future Plans - The company aims to continue expanding its investment in the children's sector and explore opportunities in mature non-apparel industries [8] - The "Gelaimai" brand is a new attempt at internet brand operation, focusing on direct-to-consumer sales [10]

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------------|------------------------------|-------------|--------------| | | | | 编号：2015-6 | | | □特定对象调研 | √分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | 类别 | □新闻发布会 □路演活动 | | | | | □现场参观 | □一对一沟通 | | | | □其他 （） | | | | 参与单位名称及 | 见附件 | | | | 人员姓名 | | | | | 时间 | 10:00-10:30 | | | | 地点 | 上海闵行区莲花南路 | 2689 号 | | | 上市公司接待人 | | | | | 员姓名 | 郑洪伟（副总裁、董事会秘书） | | | | | | | | | 投资者关系活动 主要内 ...

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------------------------------|--------------| | | | 编号：2015-8 | | | □特定对象调研 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 （） | | | 参与单位名称及 | 见附件 | | | 人员姓名 | | | | 时间 | 10:30-11:30 | | | | | | | 地点 | 上海闵行区莲花南路 2689 | | | | | | | 上市公司接待人 员姓名 | 郑洪伟（副总裁、董事会秘书）、章军荣（财务总监） | | | 投资者关系活动 主要内容介绍 | 参加银河证券举办的电话会议 | | | 附件清单（如 ...

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------------|-------------------------------------------------------|-------------|-------|--------------| | | | | | 编号：2015-5 | | | □特定对象调研 | √分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | □一对一沟通 | | | | | □其他 （） | | | | | 参与单位名称及 人员姓名 | 见附件 | | | | | 时间 | 15:00-17:00 | | | | | 地点 | 上海闵行区莲花南路 2689 | 号 | | | | | 邱光和（董事长） | | | | | ...

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------------|---------------------------------------------------------|----------------------------------------------------|-------|--------------| | | | | | 编号：2015-7 | | | □特定对象调研 | √分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | □一对一沟通 | | | | | □其他 （） | | | | | 参与单位名称及 人员姓名 | 见附件 | | | | | 时间 | 16:00-18:00 | | | | | 地点 | 上海浦东香格里 ...

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------------|-------------------------------|-------------|--------|---------| | | | | 编号： | 2014-19 | | | □特定对象调研 | √分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | □一对一沟通 | | | | | □其他 （ | | | | | 参与单位名称及 人员姓名 | 详见附件 | | | | | 时间 | 10：00-11 ： 00 | | | | | 地点 | 上海市莲花南路 2689 号 | | | | | | | | | | | 上市公司接待人 | 郑洪伟（副总裁兼董事会秘书） | | | | | ...

Group 1: Company Overview - Zhejiang Semir Garment Co., Ltd focuses on casual wear under the Semir brand and children's clothing under the Balabala brand [1][5] - The company is adapting to a mature market characterized by management-driven growth rather than demand-driven [5][6] Group 2: Market Trends - The Chinese apparel market is transitioning towards concentration, with small-scale enterprises likely to exit, favoring leading companies [6][7] - The adult casual wear market is the largest segment within the apparel market, with significant urbanization differences across regions [6][7] Group 3: Business Strategy - The company has undergone three phases of transformation since 2012, focusing on inventory management, organizational restructuring, and supply chain improvement [6][8] - A supplier reduction plan aims to cut the number of suppliers from over 400 to around 200, enhancing supply chain efficiency [10][11] Group 4: Brand Development - Balabala is expanding rapidly, with a market share significantly higher than competitors, and is shifting towards shopping centers as a primary retail channel [7][8] - The company is launching new brands like Minibalabala and Mongdodo to diversify its children's clothing offerings [8][12] Group 5: E-commerce Strategy - The company is enhancing its e-commerce capabilities, focusing on product design, supply chain management, and brand strength [8][9] - The new brand "Gelaimai" is being developed to directly reach consumers through e-commerce, offering high-quality products at competitive prices [8][11] Group 6: Future Outlook - The company plans to continue its dual growth strategy in children's clothing, combining organic growth with external expansion [8][13] - The "Dream Town" project is set to open in 2015, providing a comprehensive experience for children, integrating education, entertainment, and retail [13]

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 编号：2015-1 | --- | --- | --- | --- | --- | |-----------------------------|----------------------------------------------|-------------|-------|-------| | | | | | | | | □特定对象调研 √分析师会议 | | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | □一对一沟通 | | | | | □其他 （ ） | | | | | 参与单位名称及 | 见附件 | | | | | | | | | | | 人员姓名 | | | | | | 时间 | 15:00-16:00 | | | | | 地点 | 上海闵行区莲花南路 2689 | 号 | | | | 上市公司接待人 | | ...

浙江森马服饰股份有限公司 Zhejiang Semir Garment Co., Ltd 证券代码：002563 证券简称：森马服饰 浙江森马服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------------|----------------------------------------------|-------------|-------|--------------| | | | | | 编号：2015-4 | | | □特定对象调研 | √分析师会议 | | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | | 类别 | □新闻发布会 □路演活动 | | | | | | □现场参观 | □一对一沟通 | | | | | □其他 （） | | | | | 参与单位名称及 | 见附件 | | | | | 人员姓名 | | | | | | 时间 | 14:00-15:00 | | | | | 地点 | 上海闵行区莲花南路 2689 | 号 | | | | 上市公司接待人 员姓名 | 郑洪伟（ ...