Group 1: Company Overview and Strategy - Lege Ergonomics Technology Co., Ltd. focuses on ergonomic products aimed at enhancing user safety, comfort, health, and efficiency [2] - The company aims to become a global leader in the ergonomic industry, emphasizing the integration of smart and IoT attributes into its products [4] Group 2: Market Performance and Growth - The company experienced a slowdown in export business growth in 2015, followed by a recovery in 2016 and 2017 due to the completion of value chain integration and the implementation of a self-owned brand strategy [3] - Domestic sales growth slowed in 2017 due to increased competition in the online market, prompting the company to adjust its strategy by expanding offline distribution channels [3] Group 3: Competitive Landscape - The company acknowledges the competitive nature of the market, emphasizing the need for enhanced marketing capabilities and product innovation to drive growth [4] - The company does not rule out partnerships with large B-class clients, provided they align with the company's strategic direction [4] Group 4: Future Outlook - The company plans to continue optimizing its personnel structure and integrating supply chain resources to support future growth [3] - The company anticipates that its sales peak typically occurs in the second half of the year, particularly in Q4, as it increases marketing efforts [3]

证券代码：300729 证券简称：乐歌股份 1 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-007TZZ | --- | --- | --- | --- | |-------------------------|-------------------------------|------------------------------------------|----------------------------------------------------------| | | □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（请文字说明） | | | | | 证券日报宁波办负责人：方佳 | | | | 参与单位名称及 人员姓名 | 证券日报见习记者：吴奕萱 | | | | | 证券日报见习记者：吴文婧 | | | | 时间 | 2018 年 6 月 4 日 | 10:00 至 11:20 | | | 地点 | | 宁波市鄞州区（南部商务区）奥克斯 ...

编号：2018-003TZZ 证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 | --- | --- | --- | |-------------------------|---------------------------------------------------------------------------|----------------------------------------------------------------| | 投资者关系活 \n动类别 | ■特定对象调研 \n□媒体采访 \n□新闻发布会 \n■现场参观 \n□其他（请文字说明） | □分析师会议 \n □业绩说明会 \n □路演活动 | | 参与单位名称 及人员姓名 | 北京颐和久富投资管理有限公司 | 陈雷、李睿 | | 时间 | 2018 年 5 月 9 日 | 14:00 至 16:00 | | 地点 | | 宁波市鄞州区（南部商务区）奥克斯中央大厦 19 楼会议室 | | 上市公司接待 人员姓名 | 董事会秘书：傅凌志 证券事务代表：白咪 | | | | | ...

Group 1: Company Overview and Market Position - Lege Ergonomics Technology Co., Ltd. has nearly 500 patents, including 31 invention patents, indicating a strong focus on intellectual property protection [3] - The company is a leader in the domestic market for large screen display stands, computer stands, and adjustable desks [4] - The company's ergonomic products, particularly adjustable desks, have seen rapid sales growth, driven by overseas cross-border e-commerce [4][5] Group 2: Sales Channels and Marketing Strategy - The company plans to focus on expanding distributor channels in addition to existing online platforms, without immediate plans for physical retail stores [3] - Marketing efforts are being strengthened to promote sales and achieve scale effects, especially in overseas markets [3][4] - The company has a comprehensive value chain business model, enhancing its core competitiveness through product research, after-sales service, and strong brand power [4] Group 3: Financial Performance and Pricing - In 2017, the company's ergonomic workstation products generated approximately 360 million CNY in revenue, with adjustable desks contributing significantly [5][6] - The pricing strategy varies by product type, with large screen stands priced around 100 CNY, while adjustable desks and fitness bikes are priced above 1,000 CNY [5] - The gross profit margin has been affected by fluctuations in raw material prices, particularly for steel and aluminum [3] Group 4: Future Growth and Product Development - The company anticipates good market performance for adjustable desks and fitness bikes in the current year [5] - The entertainment learning bike, "Le Xiao Bai," is a self-developed product that won the 2018 CES Innovation Award, showcasing the company's commitment to innovation [6] - Future growth is expected in both domestic and international markets, with a focus on maintaining strong performance across all product lines [4]

Group 1: Financial Performance - The company's revenue growth in Q2 2018 showed a year-on-year decline, attributed to a higher base from 2017 and delayed effects from marketing activities, particularly advertising investments [2][3] - Despite the slowdown in growth, the company remains confident in its strategic implementation and will regularly release performance forecasts [3][4] Group 2: Product and Market Strategy - The company has been actively optimizing product structure and enhancing added value, with new product launches expected in Q3 and Q4 [3][4] - Domestic online sales have a high proportion, with major products including large screen brackets, computer stands, and height-adjustable desks [3][4] - The company has established a direct sales business for ergonomic products, expanding its multi-channel and multi-product layout [3][4] Group 3: Competitive Landscape - Key competitors in the large screen bracket market include Milestone, Ergotron, and Humanscale, while competitors for smart height-adjustable desks include Linak and Dewert [4][5] - The company is focused on maintaining its leading position by leveraging trends in the health industry and enhancing R&D and brand marketing investments [4][5] Group 4: R&D and Innovation - The company has over 400 R&D personnel, with a significant increase in R&D investment this year [5] - The R&D process includes market demand research, product definition, patent checks, and feasibility assessments [4][5] Group 5: International Expansion and Trade Impact - The ongoing US-China trade war, particularly the recent $200 billion tariff list, has had some impact, but the company has strengthened its international presence and risk resilience [5] - The company has established subsidiaries in the US, Europe, Hong Kong, Japan, and the Philippines to expand its market share and enhance brand recognition [5]

证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-013TZZ | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------|-----------------------------------------------------------|-------|----------| | | | ■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（请文字说明） | | | | 参与单位名称及 人员姓名 | | 前海开源基金管理有限公司：刘宏 长城证券股份有限公司：张潇 | | | | 时间 | 7 月 4 日 14:10 至 16:00 | 年 | | | | 地点 | | 宁波市鄞州区（南部商务区）奥克斯中央大厦 | 19 | 楼会议室 | | 上市公司接待人 员姓名 | | 董事会秘书：傅凌志 证券事 ...

证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-016TZZ | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|--------------------------------------------------------------------|-------|-------|----------|-------|-------|-------| | | | | | | | | | | | ■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（请文字说明） | | | | | | | | | 华创证券有限责任公司：张劲骐 中泰证券股份有限公司：徐偲 | | | | | | | | 参与单位名称及 | | | | | | | | | 人员姓名 ...

证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-015TZZ | --- | --- | --- | |-------------------------|-------|-----------------------------------------------------------| | | | | | | | | | 投资者关系活动 | | | | 类别 | | | | | | | | | | | | | | | | | | | | 参与单位名称及 人员姓名 | | | | | | | | | | | | 时间 | | | | 地点 | | 楼会议室 | | | 19 | | | 上市公司接待人 | | | | 员姓名 | | | | | | | | | | | | | | | | 投资者关系活动 | | | | 主要内容介绍 | | | | | | | | | | 1、请介绍一下中美贸易战对公司的影响，以及公司的应对措施？ | | | | 亿关税清单计划，覆盖 | | --- | --- | |-------|------------ ...

证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-017TZZ | --- | --- | |----------------|---------------------------------------------------------------| | | ■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（请文字说明） | | | 联讯证券股份有限公司：杨高锋、郭建挺、杨为烈 | | | 浙江宁聚投资管理有限公司：孙形江、吴杨 | | | 上海明溪资产管理有限公司：汪小清、程恋 | | | 宁波浩越资产管理有限公司：何海强 | | 参与单位名称及 | 广州经传多赢投资咨询有限公司：谢元刚 | | 人员姓名 | 宁波宝鸿投资管理有限公司：董丽英 | | | 个人投资者：郑甫、邱志良 | | | 浙江香溢融通股份有限公司：方建发 | | | 海顺证券投资咨询有限公司：吴春散 | | | 中国新闻社浙江分社：何蒋勇 | | 时间 | ...

证券代码：300729 证券简称：乐歌股份 乐歌人体工学科技股份有限公司 投资者调研接待记录表 编号：2018-018TZZ | --- | --- | |-----------------------------|----------------------------------------------------------------------------------------------------------| | 投资者关系活动 \n类别 | ■特定对象调研□分析师会议 \n□媒体采访□业绩说明会 \n□新闻发布会□路演活动 \n■现场参观 \n□其他（请文字说明） | | 参与单位名称及 人员姓名 | 兴业证券股份有限公司：刘佳昆 | | 时间 | 2018 年 9 月 20 日 14:00 至 16:00 | | 地点 | 宁波市鄞州区首南街道学士路 536 号金东大厦 19 楼董秘办 | | 上市公司接待人 | 董事会秘书：傅凌志 | | 员姓名 | 证券事务代表：白咪 | | | 主要活动综述： | | | 一、调研问题回复； | | | 二、自由交流； | | | 三、参观公司。 ...