Group 1: Financial Performance - The company's revenue growth for the first half of the year is 30.33%, with a customer base increase of 35.51% [5] - Full-year revenue is expected to grow by over 30%, with profit growth projected between 40% to 60% in the third quarter and for the entire year [8] Group 2: Product and Sales Strategy - The decline in gross margin for custom furniture is attributed to a shift in sales structure, with a higher proportion of franchise sales, which have lower margins [4] - The introduction of new product series "宅配优选" and "维意甄选" aims to enhance the product range and increase customer choice, with package prices ranging from 8,888 to 38,888 [4] - The company plans to increase the number of product categories, but inventory pressure will be managed through supplier storage [4] Group 3: Market Expansion and Operations - The company is planning to establish new factories in the Southwest and East China regions, with the Southwest site nearly confirmed and the East site expected to be finalized by September [4] - The company added 200 new stores in the first half of the year and plans to add at least another 200 stores in the second half [7] Group 4: Competitive Landscape - The company views increased competition in the custom furniture sector as a natural trend, emphasizing that price wars are unlikely due to the customized nature of products [7] - The market share for custom furniture is still low compared to developed countries, indicating potential for growth [5] Group 5: Marketing and Customer Engagement - The company utilizes a variety of online channels for customer acquisition, including WeChat, Weibo, and major e-commerce platforms, maintaining a high return on investment for online marketing [6] - The company opened one new O2O store in the first half of the year, with plans for more in Guangzhou and Foshan, expecting higher same-store growth for O2O stores compared to standard stores [6]

证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 编号：2017016 | --- | --- | --- | |-----------------------|------------------------|-------------------------------------------------------------------| | | □ | 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 | | | | | 东吴证券、申万宏源、国君轻工、中信建投、中金、招商证券、天风 | | 参与单位 | | 证券、广发证券、安信证券、景顺长城、国泰基金、高毅资产等若干 | | | 投资人 | | | 时间 | 2017 年 9 月 1 | 日 | | 地点 | 网络交流 | | | 上市公司接待人 员姓名 | 董事会秘书何裕炳 | | | | 一、主要问题及回答 | : | | 投资者关系活动 | 1 | 、为什么上半年收入增速比竞争对 ...

证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 编号：2017018 | --- | --- | --- | |-----------------------|--------------------------|--------------------------------------------------------------| | | ■ | 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 （ ） | | | | 中银基金、前海联合基金、博时基金、国金证券、德邦证券、复华投 | | 参与单位 | 嘉信、涌金投资、大数长胜 | 信、颖灏资产、青榕资管、上海易正朗、亚太财险、中城投资、山东 | | | | | | 时间 | 2017 年 9 月 12 | 日下午 | | 地点 | 东宝大厦 3 | 楼（尚品宅配广州东宝旗舰店） | | 上市公司接待人 员姓名 | 董事会秘书何裕炳 | | | | | 一、参观东宝大厦旗舰店及简要介 ...

Group 1: Company Overview and Market Position - The company has not observed significant impacts from recent real estate regulations, as demand from rigid customers remains strong despite the regulations primarily affecting investors [2] - The market share of leading custom furniture companies is still relatively low, indicating limited impact from real estate controls [2] Group 2: Competitive Landscape - The entry of more companies into the whole-house furniture customization market will increase competition, but the high degree of personalization required makes standardization difficult for traditional manufacturers [3] - The company has accumulated substantial experience in online traffic generation and multi-channel marketing, which will maintain its competitive edge despite competitors adopting O2O models [3] Group 3: Marketing and Sales Strategy - The company employs a comprehensive multi-channel marketing strategy, with WeChat identified as the highest quality traffic source among various channels [3] - The company plans to strengthen its franchise channels while consolidating its direct sales advantages, as the national layout of direct stores is nearly complete [4] Group 4: Production and Capacity - Current production capacity in Foshan is expected to be tight by mid-2019, prompting considerations for capacity expansion in other regions [4] - The company emphasizes improving the per capita output of designers rather than simply increasing the number of designers to meet growing customer orders [4] Group 5: Retail Strategy - Shopping centers present both advantages and disadvantages; while high rents are a concern, they provide significant foot traffic and brand exposure, leading the company to establish direct stores in these locations [4]

证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 编号：2017020 | --- | --- | --- | |-----------------------|-------------------------|--------------------------------------------------------------| | | ■ | 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 | 泰康资产、招商证券 | | | 时间 | 2017 年 9 月 20 | 日下午 | | 地点 | 东宝大厦 3 | 楼（尚品宅配广州东宝旗舰店） | | 上市公司接待人 员姓名 | 董事会秘书何裕炳 | | | 投资者关系活动 | | 一、参观东宝大厦旗舰店及简要介绍公司情况 | | 主要内容介绍 | 二、主要问题及回答 | : | | | 1 | 、"尚品宅配" 与"维意定制"两个品牌有什么区别？公司是怎么 ...

证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 编号：2017017 | --- | --- | --- | --- | |-----------------------|----------------------------|--------------------------------------------|--------------------------------------------------------------| | | ■ 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 | 东方资管 | | | | 时间 | 2017 年 9 月 7 | 日下午 | | | 地点 | 新技术开发区兴业北路 | 6 号） | 尚品宅配智能制造生产基地（佛山市南海科技工业园（官窑）红沙高 | | | | | | | 上市公司接待人 员姓名 | 董事会秘书何裕炳 | | | | | ...

证券代码：300616 证券简称：尚品宅配 编号：2017019 广州尚品宅配家居股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |-----------------------|-----------------------------------|------------------------------------------------------------------------|--------------------------------------------------------------| | 投资者关系活动 \n类别 | ■ \n□ \n□新闻发布会 □路演活动 \n■ | 特定对象调研 □分析师会议 \n媒体采访 □业绩说明会 \n现场参观 □其他 （ ） | | | | Credit Suisse | 、 Keywise Capital 、 | Macquarie 、 Generation | | 参与单位 | | Investment、Old Peak、Och Ziff 、 | Ishana Capital、Matthews | | ...

编号：2020009 □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 （电话会议） 证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 | --- | --- | |----------|--------------------------------------------------------------| | | | | 参与单位 | 浙商证券：史凡可、傅嘉成、翁晋翀；国泰基金：智健；景林资产： | | | 王喻；中欧基金：高怡；南方基金：赵舜；华商基金：童立、王军； | | | 博道基金：王晓莹；安信基金：许杰、王坤；中金：韩庆、薛一品； | | | 浦银安盛基金：王爽；平安基金：张晓泉；诺德基金：黄伟、梅冬 | | | 羽；国寿养老：刘统；国联安基金：林渌；华宝基金：王正；浙商基 | | | 金：邓怡；新华资产：李东正；民生加银基金：邓凯成；新华基金： | | | 刘晓晨、赵强；中信理财：薛潇；上银基金：周易；融通基金：周科 | | | 帆；光大保德信基金：王凯；富安达基金：唐智 ...

编号：2020006 证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 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 （电话会议） | | | | 国泰基金、东证资管、中信资本、元辰投资、香港盈创资本、天合资 ...

证券代码：300616 证券简称：尚品宅配 广州尚品宅配家居股份有限公司 投资者关系活动记录表 编号：2020005 | --- | --- | --- | |-----------------------|------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | □ | 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 （电话会议） | | | | 高毅资产、景林资产、淡水泉、星石投资、拾贝资管、太平资管、绍 | | 参与单位 | | 兴精富资管、朴信投资、合煦智远基金、观序投资、红塔资管、深圳 前海中恒信嘉资管、铸山基金、 ...