Proya(SH:603605) Cai Jing Wang·2025-09-29 10:43Core Insights - The company is actively exploring opportunities in online channels and enhancing its product matrix to strengthen brand and product capabilities while optimizing platform resources [1] - The company reported a gross margin increase to 73.38% in the first half of 2025, attributed to cost reduction and efficiency improvement measures [1] - The management emphasized the importance of brand strength, product quality, and consumer experience in future strategies, alongside ongoing cost control measures [2] Group 1 - The company is focusing on refining operational capabilities across various platforms through detailed management and optimization of online and offline channels [1] - The company has successfully completed the "smart customer service" project in collaboration with Ant Group, enhancing service efficiency and quality through AI technology [1] - The company is initiating an AI formula model project to innovate product development and accumulate experiential assets [1] Group 2 - The company has increased its brand investment to attract new customer segments and enhance consumer reach, particularly during promotional events like the 618 sales [2] - Future strategies will prioritize brand strength, product quality, and consumer feedback while balancing business growth with cost control to maintain profitability [2] - The management expressed interest in overseas acquisitions to enrich the brand and product portfolio, aiming to meet diverse consumer needs across different price points and scenarios [2]