Wensli(SZ:301066) Zhong Guo Zheng Quan Bao·2025-09-08 20:18Core Viewpoint - The company, Wanshili, is leveraging technology and cultural innovation to redefine the value of traditional silk industry, achieving a revenue of 361 million yuan in the first half of the year, representing an 8.29% year-on-year growth [1] Group 1: Technological Empowerment - Wanshili has undergone a second transformation since 2018, utilizing AI to enhance design capabilities and reduce marketing costs, with a database of 700,000 labeled data points [2] - The company has developed a double-sided dyeing technology that achieves 100% consistency on both sides of silk scarves, and has implemented waterless printing techniques to optimize dye usage [2] Group 2: Cultural Value and Brand Repositioning - The primary consumer demographic for Wanshili's online sales is aged 25-35, with purchases often intended as gifts, prompting a reevaluation of the brand's positioning as a medium for emotional expression [3] - Wanshili is focusing on personalized customization, such as zodiac-themed silk scarves, to enhance emotional value in consumer products [3] Group 3: Diversification and Market Expansion - The company is expanding its product range beyond clothing to include home decor items like silk paintings and wallpapers, as well as popular silk masks, which have shown high repurchase rates [3] - Wanshili is actively exploring the health industry through special silkworm breeding and collaborations with educational and medical institutions to research silk-related proteins [4] Group 4: Aesthetic and Emotional Research - The company is investigating the relationship between color and visual perception to enhance the aesthetic design and user experience of silk products [4] - Wanshili is building a health ecosystem centered around silk, incorporating various elements such as mulberry leaf tea and silk protein masks, thereby broadening its revenue sources [4]