证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-006 | --- | --- | --- | |----------|----------------------------------|--------------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | 投资者关 | □ | 媒体采访 □业绩说明会 | | 系活动类 | □ | 新闻发布会 □路演活动 | | 别 | □ 现场参观 | | | | □其他 | | | 参与单位 | | 华西证券、华安基金、中银基金、南方基金、华宸未来基金、普天投 | | 名称及人 | | | | 员姓名 | | 资、爱建证券、北京中投安邦投资、金库资本、裕兰资本 | | 时间 | 2020 年 4 月 29 日下午 | 14:00 | | 地点 | 电话会议 | | | 上市公司 | | | | 接待人员 | | 董事会秘书：徐耘；证券事务代表：林德栋 | | 姓名 | | | | | | | ...

Group 1: Company Operations and Impact of COVID-19 - The pandemic has caused a certain impact on the industry but has also accelerated the elimination of outdated production capacity and the trend of industry concentration [3] - The company, as a core supplier to its clients, has actively strengthened communication to ensure stable business operations during the pandemic [3] - Measures such as cost reduction, efficiency enhancement, and increasing protective material business have been implemented to mitigate the pandemic's impact, with confidence in maintaining steady growth throughout the year [3] Group 2: Talent Acquisition and Company Culture - The company's entrepreneurial team comes from IT, internet, and Fortune 500 backgrounds, focusing on becoming a respected world-class travel consumer goods company [3] - The company has created a positive atmosphere that values talent through equity incentives and employee stock ownership plans, attracting a group of excellent cross-industry talents [3] Group 3: Brand Strategy and Market Positioning - Following the outbreak, the company adjusted its brand building strategies in response to market conditions, focusing on higher conversion rates and better return on investment [3] - The company's own brand "90 Points" and its flagship store successfully became category leaders in Tmall's luggage sector, enhancing digital operational capabilities and consumer-centric digital transformation [3] - This partnership with the platform aids in exploring opportunities, expanding market share, and improving conversion rates and brand strength [3]

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-012 | --- | --- | --- | |----------|----------------------------|----------------------------------------------------------------| | | | | | | ■ | 特定对象调研 □分析师会议 | | 投资者关 | □ 媒体采访 □业绩说明会 | | | 系活动类 | □ 新闻发布会 □路演活动 | | | 别 | □ 现场参观 | | | | □其他 | | | | | 广发证券、申万菱信、交银施罗德基金管理有限公司、兴全基金、中泰 | | | | | | | 资管、守正基金、上海人寿、 | Panview Capital 、深圳市领骥资本管理有限 | | 参与单位 | | 公司、深圳丰岭资本管理有限公司、招银理财有限责任公司、广州市玄 | | 名称及人 | | 元投资管理有限公司、广东华骏基金管理有限公司、富安达基金管理有 | | 员姓名 | | 限公司、坤易投资、圆信永丰基金 ...

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-024 | --- | --- | --- | --- | |---------------------|---------------------------------|-------|----------------------------------------------------------------| | | | | | | | ■ | | 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 活动类别 | □ 新闻发布会 □路演活动 | | | | | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名 | | | 国投瑞银、红土创新、人保资产、华安基金、汇添富基金、大成基金、 | | 称及人员姓 | | | 横琴人寿、华夏人寿、华夏基金、信泰人寿、中金基金、长城基金、博 | | 名 | 时基金、泰达宏利 | | | | 时间 | 2020 年 7 月 7 日下午 | | 14:30 | | 地点 | | | 在上海市松江区办 ...

Group 1: Company Overview - Anhui Kairun Co., Ltd. is engaged in the fashion handbag sector, which aligns closely with its existing business operations. The global handbag market was approximately $66.112 billion in 2019, while the Chinese handbag market was around 78.724 billion RMB [2][3]. - The company has established a comprehensive team for the research, production, and sales of fashion handbags, with the head of the fashion handbag division having nearly 20 years of experience in the industry [3]. Group 2: Business Model and Partnerships - The partnership with Xiaomi operates on a cost price procurement and gross profit sharing model. The company sells products to Xiaomi at cost, and the gross profit is shared based on an agreed ratio [3]. - Kairun aims to become a respected global travel consumer goods company, focusing on providing complete product solutions centered around quality travel scenarios [3]. Group 3: Market Impact and Response to COVID-19 - The pandemic has impacted the industry but has also accelerated the elimination of outdated production capacity and increased industry concentration. The company has implemented various strategies to mitigate the effects of the pandemic, including launching protective equipment business and enhancing brand marketing efficiency [3][4]. - The company maintains a strong morale and is committed to executing its strategies effectively, with confidence in sustaining stable performance [4].

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-030 | --- | --- | --- | --- | |-------------------|----------------------------------|-------|--------------------------------------------------| | | | | | | | ■ | | 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 | □ | | 新闻发布会 □路演活动 | | 活动类别 | □ 现场参观 | | | | | □ 其他 | | | | 参与单位名 | 中金公司、守正基金、 | | OASIS 、火星资产、鑫巢资本、爱建证券、平安 | | 称及人员 | | | 资产、康曼德资本、上海弘尚资产、中信资管 | | 时间 | 2020 年 8 月 28 日下午 | | 15:00 | | 地点 | 通讯会议 | | | | 上市公司接 待人员 | | | 副总经理、董事会秘书：徐耘；证券事务代表：林德栋 | ...

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-029 | --- | --- | --- | --- | |---------------------|----------------------------------|-------|----------------------------------------------------------| | | | | | | | ■ | | 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 | 工银瑞信 | | | | 时间 | 2020 年 8 月 28 日下午 | | 13:00 | | 地点 | 上海市松江区中心路 | | 1158 号 21B 幢 16 楼会议室 | | 上市公司接 待人员 | | | 副总经理、董事会秘书：徐耘；证券事务代表：林德栋 | | 投资者关系 | 一、介绍公司上半年经营情况 | ...

Group 1: Company Overview - The company is Anhui Kairun Co., Ltd., with stock code 300577 and abbreviation Kairun Shares [1] - The investor relations activity took place on August 28, 2020, at 10:00 AM [2] Group 2: Business Operations - The company aims to increase its self-produced ratio through optimized customer resource structure and improved management capabilities [3] - The fashion handbag business has established partnerships with clients such as Fianni, Samantha, and Teenage Engineering [3] Group 3: Client Acquisition - The company has recently acquired clients from VF Group, which includes well-known brands like Timberland, The North Face, Vans, Kipling, and JanSport [3] - VF Group reported a sales revenue of $10.489 billion for the fiscal year 2020, indicating significant collaboration potential for the company [3] Group 4: Brand Positioning - The company has obtained brand authorization for "Paul Frank" in categories such as bags and umbrellas, targeting the lower-tier market through platforms like Taobao and Tmall [3]

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-025 | --- | --- | --- | |------------|----------------------------------|----------------------------------------------------------------| | | | | | | ■ | 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 | □ 新闻发布会 □路演活动 | | | 活动类别 | □ 现场参观 | | | | □ 其他 | | | 参与单位名 | | 开源证券、中欧基金、招商基金、长盛基金、长城基金、兴证全球、湘 | | | | | | 称及人员 | | 财基金、泰康资产、太平洋资产、上海玖鹏资产、融通基金、浦银安盛 | | | | 基金、民生加银基金、景顺长城基金、嘉实基金、华夏久盈资产、华商 | | | | 基金、华宝基金、华安基金、横琴人寿保险、海富通基金、国投瑞银基 | | | | 金、广发基金、工银瑞信基金、富国基金、富安 ...

证券代码：300577 证券简称：开润股份 安徽开润股份有限公司 投资者关系活动记录表 编号：2020-001 | --- | --- | --- | --- | |-----------------|----------------------------------|------------------------------------|--------------------------------------------------------------| | | | | | | | ■ | | 特定对象调研 □分析师会议 | | 投资者关 | □ 媒体采访 □业绩说明会 | | | | 系活动类 | □ 新闻发布会 □路演活动 | | | | 别 | □ 现场参观 | | | | | □其他 | | | | 参与单位 | | | 长江证券、兴业基金、光大自营、坚果投资、华夏未来、农银汇理基 | | 名称及人 员姓名 | 金、东证资管、太平养老保险等 | | | | 时间 | 2020 年 1 月 15 日下午 | | 15:00—17:00 | | 地点 | 上海市松江区莘砖公路 | 518 号 ...