关于"摩享时光"共享按摩椅品牌的发展情况，奥佳华表示，将坚持轻资产业务模式，持续升级产品与服 务体系。国内市场方面，继续扩大万达、华润万象城等中高端商场渠道覆盖，重点布局一二线大城市， 并加快推进三四线下沉市场开拓规划落地；海外市场则聚焦东南亚、中东等潜力区域，逐步增加优质网 点布局。可转债转股情况：剩余余额4.58亿元，未来六个月不下修转股价 互动交流核心要点未来发展战略：深耕大健康产业，聚焦三大方向 针对"公司未来发展战略是否有变动"的问题，奥佳华表示，公司将立足当下谋划长远，持续深耕大健康 产业，聚焦保健按摩核心主业。具体来看，战略方向包括三方面：一是以自主品牌业务为发展基石，精 耕东亚、东南亚、北美等按摩产品核心市场，同时积极开拓新兴市场，通过推出贴合需求的高品质产品 及服务提升品牌竞争力；二是坚持科技创新，围绕"AI+"技术重点加大研发投入，推动产品智能化升 级，扩大核心技术领先优势；三是持续推进经营拓新、制造提效及国际化生产布局，增强公司经营韧 性。健康环境业务：深化北美合作，拓展日韩台市场并强化供应链 在健康环境业务单元发展规划方面，公司介绍，该板块将紧跟市场变化，加快产品创新及品质提升。一 方 ...

证券代码：002614 证券简称：奥佳华 投资者关系活动记录表 4、公司可转债转股情况如何?公司是否会下修调整可转债转 股价？ 截至 2025 年 9 月 30 日，"奥佳转债"剩余可转债余额为 458,257,200.00 元（4,582,572 张）。公司于 2025 年 7 月 4 日召 开第六届董事会第九次会议，审议通过了《关于不向下修正"奥 佳转债"转股价格的议案》，公司董事会决定本次以及在未来六 个月内（即 2025 年 7 月 5 日至 2026 年 1 月 4 日）不向下修正"奥 佳转债"转股价格。未来若"奥佳转债"再次触发下修条件，届 时公司董事会将召开会议决定是否行使"奥佳转债"转股价格向 下修正权利。 5、公司的销售费用和销售收入挂钩吗，每年保持一定销售 收入占比吗？ 编号：2025-06 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 山西证券：陈玉卢 时间 2025 年 11 月 7 日（周五）下午 13:30 地点 厦门市湖里区安岭二路 31-37 号 8 楼 上市 ...

Group 1: Company Overview and Business Segmentation - The company operates in health products, including massage chairs (44.23%), small massage appliances (30.64%), health environment products (15.30%), and others (9.83%) as of the first half of 2025 [2][3]. - The company has a clear long-term strategy focused on the health industry, with over 50% of revenue coming from its own brand in the first half of 2025 [4]. Group 2: Market Trends and Industry Insights - The massage equipment industry is influenced by cultural acceptance in East and Southeast Asia, as well as increasing recognition in North America and Europe [3]. - The domestic market for massage health products has low penetration and concentration, indicating significant growth potential due to rising health demands and an aging population [3]. Group 3: Financial Performance and Challenges - The company has faced declining revenue and net profit due to global economic slowdown and weak consumer demand [4]. - Despite market pressures, the company reported a 15.97% increase in revenue and a 425.71% increase in net profit for the "OGAWA" brand in China during the first half of 2025 [4]. Group 4: Marketing and Brand Strategy - The company emphasizes continuous investment in its own brand to enhance market control and brand value [5]. - Marketing strategies include targeted promotions in major cities, leveraging social media, and collaborating with influencers to boost brand visibility [5]. Group 5: Product Innovation and Technology - The company leads the industry with its globally innovative 5D core technology, enhancing product performance through AI integration [7][8]. - The company is also developing intelligent health service robots based on traditional Chinese medicine principles, aligning with national health strategies [8]. Group 6: Production and Supply Chain Management - The company has established a production base in Vietnam with an annual capacity of 5.4 million units for small health appliances, enhancing its global supply chain resilience [6]. - The company plans to dynamically adjust production based on market demand and international conditions [6]. Group 7: Convertible Bonds and Financial Management - As of June 30, 2025, the remaining balance of "OGAWA convertible bonds" is 458 million yuan, reclassified as current liabilities due to upcoming maturity [8]. - The board decided not to lower the conversion price of the convertible bonds for the next six months, with future adjustments contingent on market conditions [8].