证券代码：002301 证券简称：齐心集团 深圳齐心集团股份有限公司 投资者关系活动记录表 编号：2026-002 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 （ ） 参与单位名称及人员姓名 申万宏源、鹏扬基金、原点投资、华夏基金、浦银安盛基金、 西部利得基金、光大自营、汇田投资管理、民生加银基金 时间 2026 年 3 月 4 日 16:30-17:20 地点 公司会议室 交流形式 视频会议 上市公司接待人员姓名 副总经理、董事会秘书王占君，证券事务代表罗江龙 交流内容及具体问答记录 一、公司业务介绍 B2B 办公物资集采业务方面，基于核心业务场景的客户重叠度情况，公司在深度经营办 公行政物资基础上，业务场景强化 MRO 工业品、员工福利等核心业务服务能力，拓展营销物 料等高附加值业务服务边界，深度契合客户业务发展过程中的新场景与新需求，不断丰富产 品品类，打造延展性的综合物资集采服务平台，以专业的数字化采购解决方案助力政企客户 实现集采降本增效。 自有品牌是公司中长期发展规划的基石性业务和重要组成部分。公司根据多场景的办公 用品、 ...

聚焦特色主题，打造新春消费新场景。陕西各地依托资源禀赋打造特色春节文化品牌，构建各具特 色的新春文旅矩阵。西安市打造"西安年·最中国"系列文化惠民活动；宝鸡市策划"欢欢喜喜过大年—— 周风秦韵·策马迎春"活动；咸阳市推出"火红年 逛咸阳"新春系列活动；铜川市组织数百场次文化艺术活 动；渭南市开展"黄河岸边过大年"春节文化活动；延安市联动13个县区举办"延安过大年"系列活动；榆 林市以"陕北榆林过大年"为主题开展秧歌展演等特色活动；汉中市创新策划"中国年 汉中过"百余项文 旅活动；安康市以"汉水欢歌·福满安康"为主题推出百余项春节特色活动。 马年新春，在三秦大地，非遗市集汇聚人气，国潮文创产品持续热销，沉浸式演艺一票难求，酒店 民宿预订火热，多元业态新潮涌动、活力十足。市民游客在多彩活动中感受传统年俗魅力。 春节假期，陕西文旅市场呈现出"假期跨度长、市场热度高、业态融合深、消费活力足"的特点。 惠民消费双向赋能，释放文旅市场新活力。陕西以惠民举措撬动消费潜力，推出"暖心惠民过大 年"系列措施，推动惠民红利充分转化为消费动力。咸阳市整合门票优惠、餐饮折扣、住宿补贴、消费 满赠等多重福利；榆林市聚焦冰雪旅游特色，发 ...

Group 1 - The core idea emphasizes the integration of culture with various sectors such as commerce, tourism, and sports, highlighting that cultural leadership is essential for meaningful fusion [2][3] - The relationship between culture and economy is dialectical, where culture is fundamentally influenced by economic conditions, yet economic development relies on cultural support [3][4] - The development of cultural markets and new consumption models is a clear directive from leadership, aiming to stimulate economic growth through cultural initiatives [4][5] Group 2 - Cultural initiatives are driving new consumption potentials, with significant growth in cultural enterprise profits projected at 6.5% by 2025, and per capita spending on education and cultural entertainment expected to rise by 9.4% [5] - The integration of culture with tourism and sports is enhancing urban economic vitality and providing investment opportunities, showcasing the benefits of cross-sector collaboration [6][7] - The concept of "Cultural +" is emerging as a solution for cross-industry integration, indicating a shift towards a more holistic approach to economic development [7][9] Group 3 - The importance of cultural values in shaping modern financial practices is highlighted, with a focus on integrity and ethical behavior in the market economy [9][10] - The ongoing exploration of "humanistic economics" is seen as a critical component in implementing proactive cultural economic policies, aiming for high-quality economic development [10][11]

Group 1 - The China-ASEAN Pickleball Open and the China-ASEAN Urban Tennis Tournament commenced in Nanning, showcasing international participation with 48 teams and over 500 athletes from ASEAN countries and various Chinese cities [1] - The event is organized by the National Sports Administration's Tennis Management Center, the China Tennis Association, and the regional sports bureau, highlighting its official backing and significance [1] - Olympic champion Li Ning participated in the event, promoting pickleball as an emerging sport that is easy to learn and engaging [1] Group 2 - The simultaneous launch of the two events serves as a high-level competitive platform for sports enthusiasts and strengthens cross-national friendships, acting as a vital link between Guangxi and ASEAN countries [2] - The Guangxi Sports Bureau plans to deepen sports exchanges and cooperation with ASEAN countries through these events, contributing to the construction of a China-ASEAN community of shared destiny [2]

Group 1 - The rise of Generation Z as a consumer force emphasizes emotional value, technological empowerment, and green concepts in their purchasing decisions, leading to innovative market dynamics [1][3] - New products with higher quality-price ratios are emerging, successfully igniting market interest, while the integration of artificial intelligence in consumption continues to break boundaries [1][3] - The evolution of commercial spaces from mere "sales venues" to "third living spaces" reflects the changing consumer demands of the youth, showcasing a shift in the "people-goods-space" logic [3] Group 2 - The development of new consumption patterns is not only enhancing material experiences but also providing a platform for the growth of cultural and spiritual products, acting as a key driver for market upgrades [5] - In the realm of national cultural creativity, the combination of Generation Z's love for traditional culture and innovation has made national trend products popular, fulfilling the youth's pursuit of cultural depth [7] - With increasing environmental awareness, Generation Z is more inclined to choose green transportation options, such as public transit and shared bicycles, which aligns with their eco-friendly values and promotes the growth of the green industry [7]

Core Insights - The article discusses a joint implementation plan by six departments, including the Ministry of Industry and Information Technology, aimed at enhancing the adaptability of supply and demand in consumer goods, promoting consumption, benefiting people's livelihoods, and stabilizing growth [2] Group 1: AI in Consumer Goods - The plan emphasizes accelerating the application of new technologies and models, with artificial intelligence (AI) being a key catalyst for reshaping the consumer market [3] - The Ministry of Industry and Information Technology aims to drive product innovation and scene expansion, integrating AI and big data into the consumer goods industry to create a digital ecosystem that connects user demand, intelligent design, flexible production, and precise services [3] - As of mid-2023, the user base for generative AI products in China reached 515 million, indicating strong market demand for AI consumer products [4] Group 2: Automotive and Cultural Consumption - The plan includes initiatives to reform automotive circulation, expand the second-hand car market, and promote various automotive-related services, focusing on green and intelligent directions [6] - The cultural and tourism sector is seeing a surge in demand for trendy and cultural products, with the Ministry of Culture and Tourism planning to enhance the development of cultural creative products and promote non-material cultural heritage [6][7] Group 3: Quality and Safety in Consumer Goods - The plan calls for a comprehensive governance framework for consumer goods quality and safety, with the State Administration for Market Regulation enhancing oversight of online sales and ensuring accountability from e-commerce platforms [8] - The administration is also working on a standard system for consumer goods focused on high-quality development, aiming to increase the supply of quality products to meet consumer needs [9] - Efforts are underway to establish a standard system for elderly products, ensuring that older consumers can confidently purchase and use these goods [9]

Core Insights - The 20th Central Committee of the Communist Party of China emphasizes the promotion of socialist core values and the rapid development of the cultural industry, particularly the "Guochao" cultural and creative industry, which has become a significant vehicle for cultural confidence and economic vitality [1][2] Industry Development - The Guochao cultural and creative industry has experienced remarkable growth, transitioning from its nascent stage to a flourishing sector, driven by both policy guidance and market demand. The industry is projected to reach a scale of over 3 trillion yuan by 2028, indicating strong market appeal [1] Challenges - The industry faces challenges such as severe homogenization, with many products merely replicating traditional symbols without deep innovation or cultural essence, leading to a lack of globally influential Guochao brands. Additionally, there are weaknesses in the industrial chain, particularly in high-end design, precision manufacturing, and international marketing, which hinder the effective transformation of cultural resources into quality products [1][2] Macro Policy Recommendations - To enhance the industry ecosystem and stimulate corporate vitality, it is recommended to improve the rapid protection and collaborative safeguarding mechanisms for intellectual property in the Guochao cultural and creative sector. Establishing industry standards for product design, quality, and cultural content is also suggested, along with the creation of a national-level cultural creative achievement transformation guiding fund to support projects with significant cultural value and market potential [2] Micro Enterprise Strategies - Companies should delve into the spiritual symbols and contemporary value of excellent traditional Chinese culture, creatively transforming them in line with modern aesthetics and lifestyles. Increased investment in research and development is essential, alongside the use of big data to understand consumer trends and new technologies to enhance product experience and production efficiency. Leading enterprises are encouraged to form innovation coalitions and develop global brand strategies to enhance international influence [2] Consumer Engagement - To cultivate a favorable consumption environment, it is important to integrate traditional culture and Guochao innovations into the national education system, enhancing cultural appreciation and creativity among the populace. Optimizing the consumption environment by creating new consumption scenarios, such as "Guochao Consumption Day" and themed commercial districts, is also vital. Strengthening consumer rights protection and combating counterfeit products will help guide consumers towards a rational, quality, and sustainable consumption mindset [3]

Group 1 - The 10th China (Jinan) Cultural and Creative Expo will be held from October 16 to October 19, 2025, at the Jinan Hero Mountain Cultural Market, aiming to showcase cultural industry achievements and enhance market vitality [1][3] - The expo will feature over 600 exhibitors from various provinces, showcasing thousands of cultural and creative products, including jewelry, calligraphy, and traditional crafts [3][6] - The event will include cultural performances and free appraisal activities, promoting public engagement and the integration of traditional culture into daily life [4][6] Group 2 - Jinan's government is implementing policies to boost cultural economic development, focusing on market vitality and cultural consumption enhancement [2][6] - The Hero Mountain Cultural Market is recognized as one of the four major cultural markets in China, leveraging a "Cultural IP + E-commerce" model to drive economic and social benefits [2][6] - The expo aims to elevate Jinan's cultural soft power and promote the "Hero Mountain" cultural IP nationally, contributing to the city's cultural strength [6][7]

Group 1 - The 2025 China Cultural Tourism Industry Expo has achieved a total on-site transaction amount of 807.5 million yuan through five supply chain negotiation activities [1] - The "Smart Cultural Tourism Theme Speech and Transaction Negotiation Activity" focused on cutting-edge fields such as AI + blockchain, digital twins, AIGC, smart robots, unmanned scenic areas, and the metaverse, creating a platform for technology supply-demand matching and results transformation [1] - The "Comprehensive Operation of Cultural Tourism Projects Theme Speech and Transaction Negotiation Activity" addressed the urgent need for the industry to shift from heavy assets to light assets, sharing case studies and facilitating resource connections [1] Group 2 - The "Cultural Tourism Equipment and Tourism Products Launch and Transaction Negotiation Activity" promoted product cooperation through case sharing from leading enterprises and precise supply-demand matching [1] - The "Overseas Travel Business B2B Transaction Negotiation Activity" invited 50 overseas travel businesses to engage in discussions with 100 domestic quality resource providers, resulting in 26 pairs of domestic and overseas travel businesses signing agreements on-site, revitalizing the cross-border tourism market [1] - The "National Trend Cultural Creation Theme Speech and Transaction Negotiation Activity" focused on breaking through the entire industrial chain of national trend culture, leading to multiple cooperation intentions among design, production, IP, and channel parties during the free negotiation session [2]

Core Viewpoint - The 2025 China Cultural Tourism Industry Expo will be held from September 12 to September 14 in Wuhan, focusing on the theme "Deepening Cultural and Tourism Integration for a Better Life" and showcasing technological highlights in the industry [1][2]. Group 1: Expo Overview - The expo will cover an exhibition area of 100,000 square meters and will integrate four main functions: exhibition, performance, sales, and tourism [1]. - The event is organized by the Ministry of Culture and Tourism, with local government support and execution by specific companies [1]. Group 2: Key Features - The expo will serve as a demonstration of industry advancements, highlighting technological applications and innovative practices in the cultural tourism sector, including digital clusters and immersive experiences [2]. - It will act as a trading platform focusing on key areas such as national cultural creativity and immersive experiences, featuring a series of premiere events and supply chain negotiation meetings [2]. - The expo aims to attract visitors to Wuhan, enhancing the city's brand and creating a synergistic effect with concurrent cultural and sports activities [2]. - It will provide an immersive experience for visitors, allowing them to engage with new cultural tourism technologies, enjoy local cuisine, and access thousands of discounted travel products [2].