Xinxunda(SZ:300518) Zheng Quan Shi Bao Wang·2025-04-25 01:58Core Viewpoint - The company has successfully transitioned its business strategy from "live e-commerce" to "direct e-commerce," resulting in significant cost control and revenue growth in its core snack food category [1][2]. Group 1: Financial Performance - The company reported an operating income of 161 million yuan, with 88.52% derived from direct e-commerce [1]. - Management expenses decreased significantly by 44.13%, amounting to 54.37 million yuan [1]. - The gross merchandise volume (GMV) for the core snack food category reached 218 million yuan, with a total order quantity of 2,513,701 [1]. Group 2: Strategic Initiatives - The company plans to invest more resources into developing its proprietary food brands and will focus on enhancing product recognition and marketing [1]. - A multi-brand and multi-channel strategy is being formed, leveraging sales advantages on platforms like Kuaishou and Douyin, with Douyin's direct sales revenue reaching 31.89 million yuan, a year-on-year increase of 1,277.97% [2]. - The company aims to expand its sales channels to include WeChat video accounts, Pinduoduo, JD.com, and Taobao live streaming [2]. Group 3: New Energy Business - The company is entering the new energy sector through lithium mining acquisitions and investments in new energy storage batteries, although this segment has not yet generated significant revenue [2]. - The new energy business is part of a strategic upgrade aligned with the "dual carbon" strategy, focusing on a three-dimensional driving system of resource development, technology research, and capital operation [2]. - The company is advancing mining and selection engineering projects to enhance resource utilization efficiency, with infrastructure for lithium mines nearing completion [2]. Group 4: Future Outlook - The company is establishing a new energy industry fund in collaboration with local government resources, which is progressing as planned [3]. - The focus will remain on enhancing profitability and risk resilience while optimizing business layout and resource allocation to support future transformation [3].