证券代码：002687 证券简称：乔治白 编号：2018-001 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|------------------------------|---------------------------------------------------------| | | | | | 投资者关系活动 | □ 特定对象调研 | □ 分析师会议 | | 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 （投资者现场交流会） | | | 参与单位名称及 | | 浙江思考投资管理股份有限公司 朱豪莉、叶子帅、岳璐、马千 | | 人员姓名 | 骏 | | | 时间 | 2018 年 5 月 10 日 | | | 地点 | 浙江省平阳县平瑞公路 | 588 号商务楼会议室 | | 上市公司接待人 | | 浙江乔治白服饰股份有限公司副董事长、财务总监 李富华 | | 员姓名 | | 浙江乔治白服饰股份有限公司证券事务代表 孔令活 ...

证券代码：002687 证券简称：乔治白 编号：2020-002 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |-----------------------|---------------------------|------------------------------------------------------| | | | | | 投资者关系活动 | £ 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | R 其他 电话会议 | | | 参与单位名称及 | 华西证券 唐爽爽 | | | 人员姓名 | 上海季胜投资 徐小哲 汪宁 | | | 时间 | 2020 年 11 月 20 | 日 | | 地点 | 电话会议 | | | 上市公司接待人 员姓名 | | 浙江乔治白服饰股份有限公司董秘 吴匡笔 | | 投资者关系活动 | 一、简述公司情况 | | | 主要内容介绍 | 2020 | 年上半年，公司实现营业收入为 4.2 亿元，同比 ...

证券代码：002687 证券简称：乔治白 编号：2020-003 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-----------------------------------|-----------------------------------------------------| | | | | | 投资者关系活动 | R 特定对象调研 | □ 分析师会议 | | 类别 | □ 媒体采访 | □ 业绩说明会 | | | □ 新闻发布会 | □ 路演活动 | | | £ 现场参观 | | | | R 其他 视频会议 | | | 参与单位名称及 | 广发证券 糜韩杰 | | | 人员姓名 | 中信建投 竺劲、童欣慧 | | | | 上海季胜投资 汪宁、陈政君、颜玉婷 | | | 时间 | 2020 年 11 月 24 日 | | | 地点 | 浙江省平阳县平瑞公路 | 588 号商务楼会议室+视频会议 | | 上市公司接待人 | | 浙江乔治白服饰股份有限公司董事池方燃、董秘吴匡笔 | | 员姓名 | | 浙江乔治白生活管理 ...

Company Overview - George White is primarily engaged in custom professional clothing, with a solid business foundation and continuous growth in revenue and net profit. The company focuses on business attire, with professional clothing accounting for 95% of its main business revenue and retail income at 5% [3][4]. Financial Performance - Revenue increased from 670 million in 2015 to over 1 billion in 2019, with net profit rising from over 60 million to 143 million after deducting non-recurring gains [3][4]. - In the first half of 2020, the company reported revenue of 420 million, a year-on-year decline of 15.89%, and a net profit of 37.24 million, down 31.62% [4]. - The company achieved a weighted average return on equity increase from 6% to 13% [4]. Market Position and Strategy - The company recently won a significant contract for the Moutai Group's uniforms, marking its first large-scale order since going public, which enhances its brand influence and market competitiveness [4][5]. - The professional clothing market is estimated to be around 80 billion, while the school uniform market is projected to be between 100 billion and 150 billion [6][8]. Client Base and Market Trends - The primary clients for professional clothing are in banking, telecommunications, and tobacco industries, with commercial banks accounting for approximately 75% of the client base [6][8]. - The school uniform market is experiencing a shift towards transparency and marketization, with increasing quality demands and reduced price sensitivity [8][9]. Technological Advancements - The company has made significant investments in production and logistics automation, enhancing order-taking capabilities and overall profitability [5][6]. - The current level of production and logistics automation is considered leading within the industry, with ongoing efforts to further improve smart manufacturing processes [5][6]. Future Plans - The company aims to serve 1,600 to 2,000 schools annually and enhance its direct sales system through CRM software to optimize business processes [9][10]. - Plans for 2021 include potential capital expenditures, with production capacity currently operating at full capacity [9][10].

证券代码：002687 证券简称：乔治白 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|----------------------------------|-------------------------------------------------------| | | | 编号：2021-006 | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称及 | 广发证券 李咏红 | | | 人员姓名 | 青岛澄怀投资管理有限公司 骆婉琦 | | | | 长江证券 高辰星 | | | | | | | | 亘曦资产 王海亮 | | | | 国投瑞银 叶青 | | | | | | | | 华美国际 傅浩 | | | | 华杉投资 冯都 | | | | 涌金投资 | | | | 方正证券 董博 | | | 时间 2021 | 年 9 月 | | ...

证券代码：002687 证券简称：乔治白 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-----------------------------------------------|----------------------------------------------------------------| | | | 编号：2021-007 | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称及 人员姓名 | 长江证券 雷玉 | | | 时间 2021 | 年 9 月 24 日 | | | 地点 | 浙江省温州市平阳县昆阳镇平瑞公路 | 588 号 | | 上市公司接待人 | | 浙江乔治白服饰股份有限公司董事兼生产总监 池方燃 | | 员姓名 | | 浙江乔治白服饰股份有限公司董秘 吴匡笔 | | | 1 、介绍一下公司情况？ ...

证券代码：002687 证券简称：乔治白 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|---------------------------------------|-------------------------------------------------------| | | | 编号：2021-005 | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称及 | 国联证券股份有限公司 张旭 | | | 人员姓名 | 国联证券股份有限公司 梁婉怡 | | | | 浙商证券股份有限公司 詹陆雨 | | | | 天风证券股份有限公司 唐圣炀 | | | | 五地投资 姚梦晓 | | | | | | | 时间 2021 | 年 8 月 2 日 | | | | 地点 浙江省温州市平阳县昆阳镇平瑞公路 | 588 号 | | 上市公司接待人 | | 浙江乔 ...

证券代码：002687 证券简称：乔治白 浙江乔治白服饰股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|-------------------------------------------------------------|--------------------------------------------------------| | | | 编号：2021-008 | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称及 人员姓名 | 中国国际金融股份有限公司 褚洪亮 | | | 时间 2021 | 年 11 月 24 日 | | | | 地点 浙江省温州市平阳县昆阳镇平瑞公路 | 588 号 | | 上市公司接待人 员姓名 | 浙江乔治白服饰股份有限公司董秘 吴匡笔 | 浙江乔治白服饰股份有限公司证券事务代表 孔令活 | | | | | | ...

证券代码：002687 证券简称：乔治白 浙江乔治白服饰股份有限公司投资者关系活动记录表 编号：2021-009 | --- | --- | --- | |-------------------------|-------------------------------------------------------------|--------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 | □ 分析师会议 | | 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 | | | 参与单位名称及 人员姓名 | 国泰君安证券股份有限公司 张爱宁 | | | 时间 2021 | 年 12 月 3 日 | | | | 地点 浙江省温州市平阳县昆阳镇平瑞公路 | 588 号 | | 上市公司接待人 员姓名 | 浙江乔治白服饰股份有限公司董秘 | 吴匡笔 | | | 1、介绍一下公司情况？ | 答：乔治白是一家以职业服定制、集采 ...

Group 1: Financial Performance - In 2021, the company achieved a revenue of 1.304 billion CNY, with a net profit of 190 million CNY, marking a revenue growth of approximately 20% compared to 2020 [2] - The net profit attributable to shareholders increased by 37.25% from 2020 and 33.33% from 2019 [2] - In the first half of 2022, the company reported a revenue of 566 million CNY and a net profit of 51.246 million CNY [2] Group 2: Gross Margin Improvement - The gross margin and net profit margin have improved by about 1 percentage point annually [3] - Factors contributing to the increase include an improved customer structure, with a shift from a concentration on commercial banks (previously 70%-75% of clients) to a more diversified client base [3] - The company has seen significant efficiency improvements due to smart factory upgrades, with shirt production efficiency increasing by approximately 30% and pants by about 20% [3] Group 3: Sales Expenses and Management - Sales expenses primarily consist of employee salaries, marketing, and travel costs, which are high due to the need for on-site measurements and extensive travel [4] - The implementation of an ERP system and customer relationship management software is expected to help control sales expenses in the future [4] Group 4: Future Goals and Market Strategy - The company aims for a revenue target of 2 billion CNY from business attire and 500 million CNY from school uniforms by 2025 [4] - Strategies include strengthening competition for large contracts and expanding into regional markets [4] - The company plans to enhance inventory turnover and production efficiency through partnerships with satellite factories [4] Group 5: Market Trends and Competition - The trend towards centralized procurement in the industry is expected to continue, supported by government policies [5] - The competitive landscape for business attire is becoming more concentrated, with major competitors including Hai Lan and Jiangsu Sunshine [5] - The school uniform market is currently fragmented, with a shift expected towards consolidation in the future [5]