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一心堂(002727) - 2025年6月4日调研活动附件之投资者调研会议记录
2025-06-05 10:16
Group 1: Store Transformation and Impact - The selection of existing store locations is based on the target demographics of each region, with a focus on transforming suitable stores for new product lines [2] - The non-pharmaceutical product sales ratio has increased post-transformation, but this does not negatively impact pharmaceutical sales, as the latter remains the core business [3] - Data from sample stores indicate that after transformation, transaction frequency has increased, leading to higher sales and customer traffic [4] Group 2: Product Categories and Profitability - Different product categories have varying profit margins, with both high and low-margin items present in each category [5] - Transformed stores have reported higher profit margins post-renovation, with increased customer traffic and sales driven by innovative products [6] Group 3: Cost and Training Considerations - The transformation of stores does not significantly increase fixed asset or labor costs, as display optimization and collaboration with suppliers help manage expenses [7] - Training for staff on innovative product sales is conducted collaboratively by suppliers and the company's management to ensure employees are well-informed [7]