Group 1: Investor Relations Activities - The investor relations activity included an analyst meeting on November 3, 2016, with participation from various funds and securities companies [2][3]. - Key attendees included the Chairman/General Manager Zhang Heng, Vice General Manager/Board Secretary Zhou Chunhong, and Financial Director Zhong Benjun [3]. Group 2: Revenue and Profitability - The company has achieved profitability in over 80% of its events, with an estimated revenue of over 10 million from approximately 70 events in the current year [3]. - Future plans include organizing 200 large-scale events annually, indicating a need for team expansion due to current staffing levels [3][4]. - The estimated market capacity for outdoor training and education for youth is around 100 billion, based on calculations involving 200 million students nationwide [4]. Group 3: Business Model and Market Position - The company operates various profitable event models, including partnerships with local governments and sponsorships from businesses [3][4]. - The company emphasizes a unique combination of outdoor events, sports, and travel, which distinguishes it from competitors [4]. - The company is adapting to the growing e-commerce trend, with online revenue growth currently at 75% and expected to maintain over 50% growth [5]. Group 4: Safety and Training - Safety measures for youth camps are prioritized, including instructor training and quality assurance in construction [7][8]. - The company plans to collaborate with local governments to enhance safety and operational standards in camp training [5]. Group 5: Future Plans and Challenges - The company is cautious in its approach to mergers and acquisitions, with a fund size of 300 million, focusing on high-quality targets [6]. - The company acknowledges challenges in rapid expansion due to human resource limitations but has achieved a significant number of events in a short time [6][7].

Group 1: Company Overview - Sanfo Outdoor is a leading player in the outdoor sports industry, with approximately 250 million people engaging in outdoor activities in China annually [2] - The outdoor retail market is expected to exceed 100 billion RMB by 2022, growing at an annual rate of around 30% [2] - The company operates 37 direct retail stores across 15 cities, covering an area of approximately 1.6 million square meters [2] Group 2: Business Segments - **Offline Retail**: The company has established a strong offline presence with 37 stores and plans to develop a fourth proprietary brand targeting third and fourth-tier cities [2] - **E-commerce**: E-commerce sales accounted for 18% of total revenue last year, with a growth rate of 48% [2] - **Event Management**: In 2016, Sanfo organized nearly 70 events with around 100,000 participants, achieving a growth rate exceeding 200% [3] Group 3: Future Plans - The company is venturing into campsite operations, focusing on comprehensive outdoor experiences, including youth education and family activities [3] - Plans to establish 7-10 flagship campsites in major cities and tourist destinations within 3-5 years [6] - The company aims to integrate outdoor activities, events, and retail to enhance overall revenue growth [6] Group 4: Financial Performance - The company reported a gross margin of 40% in 2016, with a revenue of over 300 million RMB [7] - E-commerce gross margins are maintained above 30%, indicating strong profitability in online sales [8] - The company anticipates significant revenue contributions from campsite operations in the coming years [6] Group 5: Market Position and Competition - Sanfo Outdoor holds a solid market position, significantly ahead of its competitors in the professional outdoor retail segment [7] - The company differentiates itself from mass-market brands like Decathlon by focusing on specialized outdoor products and services [7] - The company is exploring partnerships with international outdoor brands to enhance its service offerings [5]

投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 编号：2017-001 号 | --- | --- | --- | --- | |------------------------------|----------------------------------------------------------------------------------------------------------------------------|---------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

投资者关系活动记录表 编号：2020-002 号 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------|--------------------------------|----------------------------------------| | | √ | 特定对象调研 □ 分析师会议 | | 投资者关系 | □ | 媒体采访 □ 业绩说明会 | | 活动类别 | □ 新闻发布会 □ 路演活动 | | | | □ 现场参观 □ 其他 | | | 参与单位名 | | 乾元明德资本控股（北京）有限公司 周波 | | 称及人员姓 | | 长城科文资本管理有限公司 熊泽林 | | 名 | | 华民股权投资基金管理有限公司 廖名章 | | 时间 | 2020 年 3 月 4 日 | 14：00-17：00 | | 地点 | 北京市昌平区陈家营西路 | 3 号院 23 号楼三夫户外会议室 | | | 董事长/总经理/董事会秘书：张恒 | | | 上市公司接 | 战略投资部副总经理：李航 | | | 待 ...

编号：2018-001 号 投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------------|-----------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 编号：2020-001 号 | --- | --- | --- | |-----------------------|--------------------------|----------------------------------------------------| | | | | | | □ | 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 √ 其他 通讯沟通 | | 参与单位名称及 | | 深圳市前海道子天地资本管理有限公司 邓雪 | | 人员姓名 | | | | 时间 | 2020 年 2 月 3 | 日 16： 00-17：00 | | 地点 | 三夫会议室 | | | 上市公司接待人 员姓名 | 董事长/总经理/董秘：张恒 | | | 投资者关系活动 | Q: 公司 2019 | 年亏损的主要原因之一是商誉减值，那么是什 | | 主要内容介绍 | ...

投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 编号：2019-005 号 | --- | --- | --- | |----------------|----------------------------------|------------------------------------| | | | | | | √ | 特定对象调研 □ 分析师会议 | | | □ | 媒体采访 □ 业绩说明会 | | 投资者关系活动 | □ 新闻发布会 □ 路演活动 | | | 类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及 | | | | 人员姓名 | 国泰君安证券研究所 陈融 | | | 时间 | 2019 年 7 月 24 | 日 10： 00-11：00 | | 地点 | 北京市昌平区陈家营西路 | 3 号院 23 号楼三夫户外会议室 | | 上市公司接待人 | 董事 / 常务副总经理：孙雷 | | | 员姓名 | 董事/副总经理/董事会秘书：周春红 | | 北京三夫户外用品股份有限公司 第 1 页 共 5 页 ...

Group 1: Partnership and Collaboration - The collaboration with People's Daily Sports aims to create a vertical platform that combines social benefits and economic returns, enhancing the outdoor industry [3][4] - The "People's Outdoor" platform will leverage the strengths of both parties, with People's Daily Sports facilitating government resource connections and Sanfu Outdoor executing project implementations [4][5] Group 2: Business Development Focus - Key areas of focus post-launch include labor protection technology, team-building operations, and event organization, with an emphasis on integrating red culture and outdoor culture [4][5] - The company plans to introduce the "Healthy China · Youth Outdoor Sports Experience Park" project, with an investment scale of approximately 30 million yuan and a design-to-opening period of around five months [5][6] Group 3: Financial Performance and Future Outlook - The third-quarter financial report indicated unsatisfactory performance, attributed to high personnel and store costs in the outdoor retail and activity organization sectors [6][7] - Future growth is expected from new projects such as the youth outdoor park and collaborations with brands like X-Bionic, which has already begun product launches in China and Europe [6][7] Group 4: Technological Integration - The company is exploring the application of blockchain technology in sports, aiming to create a decentralized sports ecosystem that enhances fan engagement and community influence [8][9] - The partnership with People's Daily Sports is expected to attract a large user base, leveraging the media's extensive reach and Sanfu Outdoor's 20+ years of experience in the outdoor sector [8][9] Group 5: Brand Strategy - The company will continue to strengthen its collaboration with Anta while enhancing its own brand development, focusing on outdoor products suitable for the Chinese market [9]

投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 编号：2019-003 号 | --- | --- | --- | |-------------------------|----------------------------|------------------------------------------| | | | | | | √ | 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 | | | | □ 其他 | | | | | | | 参与单位名称及 人员姓名 | | 上海春山新棠投资管理有限公司 易伟 郑明智 | | 时间 | 2019 年 6 月 28 | 日 14：00-16：00 | | 地点 | 北京市昌平区陈家营西路 | 3 号院 23 号楼三夫户外会议室 | | 上市公司接待人 | | 董事长/总经理：张恒 董事/副总经理：孙雷 | | 员姓名 | 董事/副总经理/董秘：周春红 | | 投资者关系活动记 ...

投资者关系活动记录表 证券代码：002780 证券简称：三夫户外 北京三夫户外用品股份有限公司 投资者关系活动记录表 编号：2020-003 号 | --- | --- | --- | |---------------------------|--------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...