Group 1 - The core viewpoint of the news is that Huirjia has made significant progress in optimizing sales channels and product pricing, with a notable revenue increase in Q2 2023 [1] - Huirjia's revenue in Q2 2023 increased by 86.68% quarter-on-quarter, aligning with expectations [1] - Sales growth on platforms like Douyin and Tmall during the 618 shopping festival was optimistic and met expectations [1] - The growth rate on the JD platform was impressive in the first half of the year, achieved through deeper cooperation and a richer product variety [1] - Overall online advertising trends remained stable without significant changes, while Douyin's advertising share has slightly tightened, mainly during promotional periods [1] - The offline expense ratio was low, primarily consisting of sales personnel salaries and offline activity material costs [1] - The revenue share of non-adhesive products has steadily increased, indicating a richer product line [1] - The R&D team is in a growth phase and will continue to improve and expand [1] - The third round of injections for the restructured humanized collagen freeze-dried fiber project has been completed, and data cleaning and report preparation are underway [1] - Specific dividend arrangements will need to be monitored through the company's temporary announcements [1] Group 2 - Shanghai Hosheng Asset Management Co., Ltd. was established in 2011 and became one of the first private fund managers registered with the Asset Management Association of China in 2014 [2] - The company is a leading institution in credit bond research and investment in China, with employees possessing strong educational backgrounds and extensive experience in the domestic capital market [2] - Hosheng Asset has precise industry and company analysis capabilities, keen credit risk identification skills, and a comprehensive risk management system [2] - The company aims to create excess returns for clients through dynamic portfolio optimization, adhering to the philosophy of value investment and research-driven value creation [2]
【私募调研记录】合晟资产调研敷尔佳