SIRIO(SZ:300791) Quan Jing Wang·2025-09-10 03:01Core Viewpoint - The company held a successful online performance briefing for the first half of 2025, showcasing strong investor engagement and addressing key operational strategies and market challenges [1][2]. Group 1: Business Performance and Strategy - The company reported a revenue of 760 million yuan from the Americas in the first half of 2025, reflecting a year-on-year growth of 4.26% despite challenges from the US-China trade war [1][2]. - The company plans to enhance its domestic market position by expanding into new consumer markets, including MCN, cross-border e-commerce, and new retail brands, while focusing on high-quality clients and valuable projects [1]. - The company aims to strengthen its international business by advancing its global strategy, improving local supply chain efficiency, and exploring emerging markets in Southeast Asia and Latin America [2]. Group 2: Risk Management and Operational Efficiency - The company has implemented various measures to mitigate the impact of tariffs on its export business, including adjusting end-user prices, locking in raw material costs, and optimizing production processes [2]. - The company is actively pursuing the divestiture of its personal care business in the US, seeking investment or sale opportunities to enhance its overseas operations [2]. - The company is focusing on building a robust supply chain and operational capabilities to support its growth in the Americas, particularly in the gummy and soft capsule segments [2].