Group 1: Market Overview and Competitive Landscape - The oral care industry is entering a recovery phase, driven by increased consumer awareness of oral health and diverse demands, leading to consumption upgrades and diversification [2][3] - The toothpaste and toothbrush categories remain dominant, while emerging categories like mouthwash and dental floss are rapidly penetrating new channels [3][4] Group 2: Product Development and Innovation - The company employs a multi-brand and multi-category strategy, focusing on core brand growth while expanding into new categories [3][4] - Notable products include the Cold Acid Spirit anti-sensitive toothpaste, which has achieved significant sales success, ranking first in various online popularity lists during promotional events [3][4] Group 3: Financial Performance and Cost Management - The company has seen a significant increase in non-recurring profit in the first half of 2024, with ongoing efforts to reduce costs and improve efficiency [3][4] - Strategies include lean production processes and optimizing procurement costs through a combination of business and technical cost reductions [3][4] Group 4: Market Trends and Consumer Behavior - The children's toothpaste market has experienced a decline of 11.4% in the first half of 2024, influenced by lower birth rates and reduced willingness to have children [5] - Despite the overall market decline, the Cold Acid Spirit children's toothpaste has increased its market share to 9.0%, moving from fifth to fourth place in the offline retail market [5] Group 5: Pricing Strategy and Market Position - The company has implemented a unified pricing system for distributors, with variations in promotional activities leading to slight price differences across channels [5] - The core brand "Cold Acid Spirit" has entered the top three in market rankings, providing a solid foundation for further multi-brand and multi-category development [5]
登康口腔(001328) - 投资者关系活动记录表（2024年半年度业绩说明会）