证券代码： 001368 证券简称：通达创智 通达创智（厦门）股份有限公司投资者关系活动记录表 编号：2025-006 | | □分析师会议 特定对象调研 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 活动类别 | 现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及人 | 上海明溪资产管理有限公司： | | 员姓名 | 李兴宇（投资经理）、陈心如（项目经理） | | 时 间 | 2025 年 12 月 16 日 15:30-17:30 | | 地 点 | 厦门市海沧区东孚街道鼎山中路 89 号公司会议室 | | 上市公司 接待人员姓名 | 董事会秘书：陈雪峰 | | | 一、公司情况详细介绍 | | | 公司简介： | | | 通达创智（厦门）股份有限公司是一家致力于研发、生产和 | | | 销售体育户外、家居生活、健康护理等行业消费品的国家级高新 | | | 技术企业。公司自 年成立以来，秉承同心多元化战略，以产 2016 | | | 品设计、精密模具设计开发、多工艺多制程整合及智能制造为核 | | ...

Company Overview - Tongda Chuangzhi (Xiamen) Co., Ltd. is a national high-tech enterprise focused on R&D, production, and sales of consumer goods in sports outdoor, home living, and health care sectors [2][3]. - The company has established three production bases in Xiamen, Shishi, and Malaysia, and has formed long-term strategic partnerships with global leaders like Decathlon and IKEA [2][3]. Business Model and Clientele - The company operates a direct sales model, maintaining stable relationships with core clients, which include Decathlon, IKEA, Wagner, and YETI [8][16]. - Core clients contribute significantly to revenue, with Decathlon, IKEA, and Wagner being major European customers [10][16]. Financial Performance and Market Position - Since its A-share market debut in March 2023, the company has adhered to legal regulations and established a stable dividend policy to reward investors [3]. - The company has achieved a total of 246 national authorized patents, including 8 invention patents, and has received numerous quality certifications across various countries [3]. Strategic Development Goals - The company aims to become a trusted, sustainable strategic partner for clients, focusing on deepening existing client relationships and expanding into new markets [4][17]. - Plans include enhancing product offerings in three core areas: sports outdoor, home living, and health care, while also targeting new international and domestic brand clients [19][20]. Production and Technological Advantages - The company employs a multi-process production system, which is a key competitive advantage in meeting diverse client needs [12][13]. - It has implemented an intelligent manufacturing system, enhancing efficiency, quality, and cost control [13]. Risk Management and Adaptation Strategies - The company has taken proactive measures to mitigate risks associated with U.S. tariffs, focusing on expanding its production base in Malaysia to reduce dependency on single export markets [10][11]. - The company is also adjusting its investment plans to enhance production capacity in response to international client demands [11]. Industry Barriers and Competitive Landscape - The consumer goods industry is characterized by high market fragmentation, with many small to medium enterprises, while Tongda Chuangzhi stands out due to its strong R&D and production capabilities [14][20]. - Barriers to entry include customer loyalty, technological requirements, production processes, and certification standards, which pose challenges for new entrants [20][24]. Future Market Expansion Plans - The company plans to consolidate its existing customer base while exploring new product categories and expanding its reach to high-quality clients [18][19]. - It aims to leverage its core competencies to enhance market share and revenue growth in the evolving consumer goods landscape [15][19].