证券代码：002103 证券简称：广博股份 广博集团股份有限公司 投资者活动记录表 编号：2025016 公司布局品牌体验店并搭配快闪活动，既是公司从传统文具向文创潮玩 转型的战略落地举措，也能借助商圈年轻精准客群与快闪"限时限量" 的特点，以轻量化投入高效试水市场需求、收集消费者反馈，同时通过 线下场景展示强化品牌年轻化、潮流化属性，借助社交传播扩大公司潮 玩业务知名度；此举既完善了公司线上线下融合的全渠道生态，弥补线 上消费体验短板，又能与商圈实现双向赋能、丰富消费业态，为后续业 务拓展积累经验与口碑，对公司业务拓展、品牌建设及行业竞争力提升 具有重要意义。 3、公司的"IP 趣玩食品"进展情况，后续发展计划？ 答：近期，公司联动热门 IP《名侦探柯南 M28：独眼的残像》打造的 食玩系列产品，凭借 IP 的高国民度与"食品 + 收藏"的创新形态，在 线上电商平台及线下合作渠道均取得了较好的市场反响。未来，公司将 持续聚焦 Z 世代消费需求，深度挖掘全球优质热门 IP 资源，精准链 | | 接不同圈层受众偏好，同时不断拓展并优化食品供应链体系；在产品开 | | --- | --- | | | 发中，将进一 ...

Core Insights - Guobo Group held a significant investor relations event on October 14, 2025, attended by six institutions including CITIC Securities and Yulan Investment [1] Group 1: Business Strategy - The company showcased its product range during the exhibition, emphasizing its transition from stationery to cultural and trendy products, driven by innovation [2] - Guobo Group's trendy toy business aligns closely with popular domestic categories, focusing on brand building, IP resource integration, and self-owned IP incubation to create new growth points [2] - The company has established a multi-faceted IP strategy matrix, which includes securing traffic through major IPs, exploring niche IPs for value, and nurturing self-owned IPs for long-term momentum [2] Group 2: Market Adaptation - In response to U.S. tariff policies, Guobo Group plans to enhance its creative product business and increase its market share in other international markets, marking a new phase in its globalization strategy with the establishment of a European subsidiary [2] - The company is enhancing supply chain flexibility and market competitiveness through the layout of multiple overseas bases, while also increasing investment in product development to add value and mitigate tariff impacts [2] Group 3: Regional Expansion - The Southeast Asian market presents significant potential due to its large young consumer base and steady economic growth, prompting Guobo Group to intensify its overseas expansion efforts in the region [2] - The growing interest in cultural IP products among the Southeast Asian populace aligns with Guobo Group's strengths in IP operations and supply chain management [2]

Core Insights - Guangbo Group hosted a specific investor research and site visit on September 25, 2025, attended by institutions such as CCB Pension and Changjiang Securities [1] Group 1: Investor Relations Activity - The investor relations activity included a company exhibition tour and product introduction, showcasing the company's efforts to expand its product range and create a diverse portfolio of trendy categories [1] - The company highlighted its classic stationery series and new product lines, including collectible cards, plush toys, and lifestyle products, aimed at meeting various consumer interests [1] Group 2: Product Development and Market Strategy - Collectible cards have gained popularity among young players through storyline collaborations, establishing a foundation for the card category and demonstrating the company's capabilities in IP collaboration and trendy product development [1] - The plush category is being accelerated with the launch of classic IP series such as "Anpanman" and "Hatsune Miku," designed to appeal to both fashion accessory and home decor markets [1] - The lifestyle product series focuses on integrating trends into daily life, offering aesthetically pleasing items like water bottles and home decor that blend anime elements with practical functions [1] Group 3: Trendy Toy Market Focus - Guangbo Group is strategically entering the trendy toy market, leveraging its strengths in cultural and conventional stationery while rapidly developing products that align with popular domestic toy categories [1] - The company aims to enhance its design and quality competitiveness through the creation of a comprehensive product matrix, targeting niche segments within the trendy toy market [1] Group 4: Future Directions and IP Strategy - Future plans include expanding trendy toy retail channels and deepening collaborations with boutique toy stores and cultural lifestyle shops to increase product category representation and drive sales [1] - The company will continue to develop both major and niche IPs, with major IPs like "Detective Conan" driving significant traffic and niche IPs reaching specific consumer segments, creating differentiated value for trendy toy products [1]