Group 1: Domestic Air Conditioning Strategy - The company aims to optimize sales rhythm, conducting offline promotions and leveraging online bestsellers to drive traffic growth [1] - Product development will focus on user needs and innovation, enhancing R&D and market alignment to support product launches [1] - A diversified channel strategy will be implemented, promoting a collaborative ecosystem and transitioning marketing focus from "goods to customers" to "goods to users" [1] Group 2: Overseas Air Conditioning Strategy - The company plans to enhance its product matrix and accelerate platform development to meet customer demands, focusing on Latin America, the Middle East, and Europe [1] - A full-cycle customer service system will be established to strengthen partnerships with key regional clients [1] - The strategy includes expanding into emerging markets in Africa and maintaining brand priority in core markets [1] Group 3: Domestic Refrigerator Strategy - The company is advancing a "marketing transformation, direct-to-user" strategy, emphasizing high-quality customer and user operations [3] - Differentiated innovation will drive product structure upgrades, with a focus on launching multiple fresh products that highlight quality and preservation [3] - The company will enhance channel operations, solidify existing channel capabilities, and accelerate retail transformation in key stores [3] Group 4: Overseas Refrigerator Strategy - The company will reshape product platforms in mainstream markets, focusing on differentiated strategies for homogeneous products [4] - There will be an emphasis on high-end, mid-range, and low-end products to match diverse consumer demands [4] - The strategy includes accelerating market expansion in Asia, Africa, and Latin America to continuously increase market share [4]

Core Insights - Esi Eggleston Bracey is leaving her position as Unilever's chief growth and marketing officer as part of a broader restructuring initiative within the company [1][2] - Leandro Barreto will take over as chief marketing officer for Unilever and the beauty and well-being business group starting January 1, following a transition period [2] - The restructuring aims to enhance Unilever's marketing strategies and consumer engagement amid significant industry changes and a digital revolution [2] Company Changes - The leadership change is part of Unilever's ongoing transformation to improve brand marketing and consumer interaction [2] - Chief Executive Officer Fernando Fernandez acknowledged Eggleston Bracey's significant contributions during her eight years at Unilever, highlighting her role in establishing a foundation for growth in the U.S. market [3] - Eggleston Bracey joined Unilever in 2018 and was instrumental in redefining demand-building strategies globally [3] Marketing Strategy - Leandro Barreto is recognized for his creativity and ability to build culturally relevant brands, positioning him well to lead Unilever's marketing transformation [3] - Unilever has focused on beauty and wellness as key growth drivers, with expectations that these divisions will account for two-thirds of sales in the medium term, up from the current 51% [4]

投资者关系活 动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称 及人员 交银施罗德基金：孔祥睿；华创证券：樊翼辰 时间 2025 年 12 月 11 日 地点 公司行政三号会议室 上市公司接待 人员姓名 董事会秘书：杨柳絮 证券事务代表：肖莉 证券事务经理：吕明 投资者关系活 动主要内容介 绍 投资者与公司代表互动交流问答 1.请简要介绍下公司国内冰箱柜产业的经营计划 答：公司冰箱国内市场深度推进"营销转型、用户直达"战 略，围绕"高质量客户运营、全方位用户运营"开展工作，以差 异化创新加速产品结构升级零售转型。产品端全面推动多款 M 鲜 生产品上市，围绕"保鲜最好、品质解冻"的心智种草，强化"美 菱保鲜好"的品牌标签，聚焦大鲸喜、大冻房、小确杏等独特价 值差异化产品推广。市场端以用户为中心，紧抓"上平台、下三 进、评三优、推精品"用户运营工作，强化团队流量运营培训， 持续提升新媒体能力。渠道端坚持高质量运营，夯实存量渠道基 础能力，强化新兴渠道布局，核心大店加速零售转型，注重单品 及存货效率提升，加快强化产业 ...

Core Insights - Stagwell recognizes four senior executives named to Campaign's 40 over 40 list for 2025, highlighting their significant contributions in advertising, marketing, communications, media, and technology [1][2] - The honorees include Ryan Linder (Stagwell), Damaune Journey (72andSunny), Lauren Kushner (Kettle), and Sarah Mehler (Left Field Labs), showcasing their leadership and creativity within Stagwell's global network [2][3] - An event celebrating the 2025 awardees will be held on September 25, 2025, in New York City [3] Company Overview - Stagwell is a challenger holding company focused on transforming marketing by delivering scaled creative performance for ambitious brands [4] - The company connects culture-moving creativity with advanced technology to enhance marketing effectiveness and improve business results for clients [4]

Core Insights - Stagwell has launched the Stagwell Media Platform (SMP), a centralized team aimed at enhancing client advantages through optimized media, technology, and data solutions [1][2][3] - Matt Adams has been appointed as Global CEO of SMP, while Marissa Jimenez will serve as Global Chief Trading and Solutions Officer, effective July 14, 2025 [2][4] - The SMP aims to streamline operations across Stagwell agencies and improve efficiency and outcomes for clients by leveraging scale and technology [3][4] Company Structure and Leadership - Matt Adams will continue his role as Global Chief Operating Officer of Assembly Global while leading SMP [2] - Marissa Jimenez brings 20 years of experience from Dentsu US, where she served as EVP, Commercial, and will report to Adams [2] Strategic Objectives - The SMP is designed to enhance collaboration and efficiency across all Stagwell agencies, utilizing partnerships to optimize media and technology investments [3][4] - The platform offers a suite of solutions that aim to reposition and expand business operations in a consolidating, addressable market [5]

Group 1 - Stagwell has appointed Connie Chan as Chief Growth Officer for the Asia Pacific region, effective July 2025, to lead growth strategy and operations [1][2] - The appointment follows Stagwell's acquisition of ADK GLOBAL and reflects the company's growth momentum in the APAC region, which now has 2,500 employees across 34 offices [2][4] - Chan will report to Ryan Linder, EVP, Global Chief Marketing Officer, who emphasized the extraordinary opportunities in the Asia Pacific market [3] Group 2 - Chan has a strong background in media, marketing, and strategic communications, previously serving as CEO of OMD China and holding leadership roles at WPP [4] - Stagwell aims to harmonize creativity with technology to drive effectiveness and improve business results for clients, with a unified purpose across its specialists in over 45 countries [5]