OPPEIN(SH:603833) Zheng Quan Zhi Xing·2025-09-02 11:13Core Viewpoint - The company held a half-year performance briefing on September 1, 2025, to discuss its operational and financial status, industry developments, and strategic initiatives with investors [1]. Group 1: Performance and Financials - In the first half of 2025, the company's revenue decreased by 3.98%, and achieving revenue growth for the full year is considered unlikely [2][3]. - The company aims to maintain profit levels similar to the first half of the year despite the revenue decline [2]. Group 2: Industry Challenges and Strategic Responses - The company is significantly affected by the real estate industry's downturn, which is expected to continue impacting demand for its products [3]. - The company is implementing reforms to adapt to changing consumer demands, including restructuring its R&D and personnel systems [2]. Group 3: Market Share and Competitive Strategy - The company is confident in its ability to increase market share through enhanced R&D, digital tools, and optimized city layouts for its business operations [3][4]. - The company plans to focus on integrated design and competitive pricing to meet the growing demand for home renovations, particularly in the context of the increasing trend of home improvement projects [4]. Group 4: Operational Improvements - The company has implemented a "land distribution" management strategy to improve efficiency and resource allocation across its divisions [6]. - The company is enhancing its supply chain management and production processes to improve overall efficiency and reduce costs [9]. Group 5: International Expansion - The company has seen a 30% increase in revenue from its foreign trade channels and is expanding its global sales network, currently reaching 146 countries [8]. - The company is focusing on strengthening its presence in key overseas markets while maintaining a cost-effective production model [8]. Group 6: Future Outlook and Innovations - The company is exploring new retail formats, such as community stores, to drive customer engagement and sales [5]. - The company is investing in digital transformation and AI tools to enhance its operational capabilities and customer experience [10].