Core Viewpoint - Guangdong Delmar Technology Co., Ltd. held an online investor reception event on September 19, 2025, focusing on its strategic direction and business development plans [1][2]. Group 1: Development Strategy - The company adheres to a "multi-brand, multi-category, globalization" core strategy, focusing on the "Delmar" and "Philips" dual-brand drive, and aims to expand in home environment, water health, and personal health categories [3]. - Future efforts will enhance product innovation capabilities, supply chain efficiency, and global channel layout, promoting products towards green, energy-saving, and intelligent directions [3]. Group 2: Brand Building - The "Delmar" brand is well-regarded among young consumers for its high cost-performance and design, while "Philips" occupies a high-end market position in water health [3]. - The company plans to enhance brand vitality through social media promotion and e-commerce platform operations, with future investments in R&D innovation and experiential marketing to strengthen brand image [3]. Group 3: Stock Price and Market Value Management - In response to the stock price being 40% below the issue price, the company noted that the secondary market price is influenced by various factors and will focus on product innovation, market expansion, manufacturing capability enhancement, and operational efficiency for market value management [3]. - Any share repurchase plans will be disclosed in a timely manner [3]. Group 4: Capacity Construction - The company continues to invest in its own capacity construction, with the smart manufacturing base having been put into operation in 2024, and any future production base developments will be disclosed promptly [3]. Group 5: Product Innovation - In the first half of 2025, R&D investment increased by 5.35% year-on-year, focusing on home environment, water health, and personal health categories, based on consumer insights and an optimized supply chain [3]. Group 6: Business Expansion - The company will continue to focus on its core home appliance business and will consider entering emerging fields based on industry development, company strategy, and operational goals [3].
调研速递|德尔玛接受投资者调研，透露多品牌发展等精彩要点