| | 公司接待人员就与会人员提出的以下问题进行了逐一解 | | --- | --- | | | 答： | | | 1、今年全年的销售情况大致如何。 | | | 今年前三季度的销售情况公司已披露三季报，第四季度对 | | | 于公司来说是销售旺季，公司秋冬季产品在市场上较有口碑， | | | 从终端销售口径来看目前公司各品牌、各渠道销售情况好于预 | | | 期。目前公司旗下暇步士（Hush Puppies）成人鞋品类已经开 | | | 始自营，给公司带来了一定的新增销售收入，但由于成人鞋品 | | | 类仍处于起步阶段，销售占比仍然较低。 | | | 2、公司对于童装模块的计划。 | | | 对于暇步士（HushPuppies）童装、水孩儿、哈吉斯童装 | | | 及进口童装业务，公司一直坚持维护品牌定位的价格策略，在 | | | 近两年线上流量逐渐见顶的形势下该策略虽然一定程度上影 | | | 响了公司童装业务的营业收入规模，但公司坚持的价格策略维 | | | 护了品牌价值，也筛选出了符合品牌定位的消费者。未来公司 | | | 旗下的各童装品牌会不断地持续升级更新产品和服务，根据优 | | | 秀单店模型 ...

Sales Performance - The sales situation for the first three quarters of the year has been disclosed in the Q3 report, with the fourth quarter being a peak sales season. The company's autumn and winter products have received positive market feedback, and sales across various brands and channels are better than expected [2]. - The Hush Puppies adult footwear category has begun self-operation, contributing additional sales revenue, although its sales proportion remains low as it is still in the early stages [2]. Offline Store Development - The company is continuously optimizing and expanding offline channels, focusing on high-traffic shopping centers and department stores while closing underperforming stores. There will be updates to store image and displays [2]. - The company plans to emphasize the development of quality direct-operated channels for men's and women's clothing and adult footwear, while also supporting the expansion of franchise channels to strengthen brand image and consumer accessibility [2]. Children's Clothing Strategy - The company maintains a pricing strategy that aligns with brand positioning for its children's clothing brands, despite a decline in revenue due to a plateau in online traffic. This strategy helps preserve brand value and attract suitable consumers [3]. - Future plans include continuous product and service upgrades for children's clothing brands, replicating successful store models, and ongoing updates to store images to enhance emotional value for consumers [3]. Hush Puppies Adult Footwear Development - The company has taken over the Hush Puppies footwear business from a previous authorized dealer, with self-operation starting in Q4. Although current sales are small, the growth trend is positive [3]. - The company plans to open more quality channels for independent Hush Puppies adult footwear stores in the coming year, in addition to sales through integrated footwear and apparel stores [3]. AI Technology Application - AI technology is currently applied in a supportive role within the company's daily operations, with ongoing efforts to explore new technologies to enhance overall operational efficiency [3].

证券日报网12月16日讯嘉曼服饰（301276）在12月16日回答调研者提问时表示，暇步士(HushPuppies)成 人鞋的主要定价价格带在900元至1700元之间。 ...

Sales Performance - The sales situation for the fourth quarter is better than expected, with competitive performance in the autumn and winter product lines [2] - The adult shoe category under Hush Puppies has started self-operation, contributing additional sales revenue, although its current sales proportion remains low [2] Future Planning - The company plans to focus on classic casual styles for Hush Puppies' adult clothing and will continue to optimize products around family and vacation leisure scenarios [2][3] - Hush Puppies' adult shoe business will expand through independent stores and quality channels, despite its current small sales proportion [3] Channel Strategy - The company is optimizing offline channels by opening stores in high-traffic shopping centers and closing underperforming locations [3] - Future development will emphasize direct sales channels for adult clothing and shoes, while also supporting franchise expansion [3] Team Structure - The company has established independent teams for men's and women's clothing and shoes, with the adult shoe team still in the early stages of development [3] Pricing and Discounts - Sales discounts for various brands will remain stable, with slight adjustments based on market conditions and promotional strategies [3] Design and Collaboration - Most products are designed by in-house teams, with some collaborations with well-known designers or design teams [3] Dividend Policy - The company aims to maintain a stable dividend ratio, with potential increases as profitability improves and without significant capital expenditures [4]

Group 1 - Star Stone Investment recently conducted research on the listed company Jiaman Apparel, focusing on its strategic changes for 2023, including a shift to a cooperative model after the expiration of the Hush Puppies adult shoe authorization [1] - Jiaman Apparel plans to concentrate its men's and women's clothing designs on classic casual styles while steadily developing its children's clothing channels [1] - The design and sales teams consist of both company veterans and externally recruited personnel, with franchisees expressing positive attitudes towards the design style, color usage, and material comfort for the 2025 autumn/winter product line [1] Group 2 - Jiaman Apparel's pricing strategy aims to establish brand positioning, with slight fluctuations based on market sales and promotional rules [1] - The company maintains a relatively stable dividend ratio and does not rule out the possibility of increasing the dividend ratio in the future [1] - The main products are positioned for children aged 3-12, with the international high-end children's clothing store BEBELUX also selling infant clothing products [1]

Group 1: Company Changes and Strategies - The authorization for Hush Puppies adult shoes will expire this year, and the company plans to adopt a partnership model for this category [2] - Hush Puppies will focus on classic casual styles starting from the 2025 autumn/winter season, promoting the concept of "Made for Comfort. Made for Life." [2] - The children's clothing segment will continue to build channels, replacing existing resources with high-quality ones and opening new stores in high-traffic locations [3] Group 2: Team Structure and Market Feedback - The design and sales teams for Hush Puppies men's and women's clothing consist of core company personnel and externally recruited staff, structured as "old leads new" [3] - Market feedback for the 2025 autumn/winter Hush Puppies collection is positive, with franchisees appreciating the focus on classic casual styles and improved functionality and comfort in materials [3] Group 3: Pricing and Acquisition Strategy - The company will maintain its pricing strategy based on last year's relatively firm pricing, with slight adjustments according to market conditions and promotional activities [3] - The company has sufficient cash flow and strong core business capabilities, and it does not rule out future acquisitions of suitable brands to enhance its multi-brand matrix [3] Group 4: Dividend Policy - The company aims to maintain a relatively stable dividend ratio, with potential increases as profitability improves and in the absence of significant capital expenditures [3]