Core Viewpoint - The company aims to transition from being an industry leader to a "chain master enterprise" that integrates research, production, supply, sales, and services, emphasizing collaboration with brand partners and factories to strengthen the industry as a whole [1][4]. Group 1: Company Development - The company was founded in 2009 in Nanjing, entering the maternal and infant consumption sector with a large store that garnered significant attention [3]. - It launched its online shopping mall in 2015, marking the beginning of its online integration [3]. - By 2018, the company was recognized as a "unicorn" with a sales scale exceeding 10 billion, achieving a compound annual growth rate of over 100% for ten consecutive years [3]. - The latest financial report shows a revenue of 7.349 billion for the first three quarters of the year, an increase of 8.10%, and a net profit of 209 million, up 59.29% [3]. Group 2: Strategic Shift - The company is evolving from focusing solely on its own services to empowering the entire ecosystem, indicating a shift in competitive strategy from segment competition to supply chain competition [4][6]. - The company plans to open its data and digital tools to enhance collaboration across the industry, moving from a "push" supply chain to a "pull" supply chain [6][7]. - The introduction of AI decision-making systems for various operational processes signifies a commitment to digital transformation and industry-wide infrastructure development [7]. Group 3: Industry Collaboration - The company is part of a broader initiative in Nanjing to cultivate "chain master enterprises," which are expected to lead and enhance the competitiveness of local industries [4][9]. - Nanjing has developed a plan to support the growth of key industries, with a focus on nurturing chain master enterprises that can drive collective success among smaller firms [9]. - The collaboration with partners like Kimberly-Clark highlights the company's role in the supply chain, contributing to significant growth in production value for its partners [10]. Group 4: Market Position - Nanjing is home to 20 unicorns and 195 nurturing unicorns, indicating a vibrant entrepreneurial ecosystem that supports the company's ambitions [11]. - The company is positioned to lead in the new consumer market for parent-child families, with a projected GMV of 13.8 billion in 2024 [3].
经济大省挑大梁│立足南京，全国母婴童赛道“孩子王”再出发