Group 1: Financial Performance - In the first half of 2024, the company achieved operating revenue of 778.51 million yuan, a decrease of 37.31% compared to the same period last year [3] - The number of orders decreased by 26.83% year-on-year, and the average transaction price dropped by 12.01% [3] - The total expenses for the period amounted to 529.57 million yuan, a reduction of 33.56% year-on-year [3] - The net profit attributable to shareholders was 32.81 million yuan, a decline compared to the previous year [4] - The net profit after deducting non-recurring gains and losses was -44.50 million yuan, a decrease in loss of 9.85% [4] Group 2: Strategic Adjustments - The company is focusing on "brand optimization, continuous product innovation, and channel efficiency" to respond to market changes [3] - In the second half of 2024, the company plans to adjust its strategic deployment to enhance brand influence and product competitiveness [4] - The company opened 7 new stores and closed 84 stores, resulting in a net decrease of 77 stores, leaving a total of 451 self-operated stores [3] Group 3: Market Trends and Consumer Behavior - The demand for diamond-set products remains weak, influenced by external uncertainties and a shift towards gold as a safe-haven asset [3] - The sales of diamond rings account for 77% of the product mix, indicating a strong consumer preference for high-quality brands [4] - The company aims to solidify its position as the "first choice for wedding rings" and explore innovative ways to enhance consumer engagement [4] Group 4: Brand and Membership Strategy - The company launched a membership mini-program to enhance customer service and loyalty [5] - The introduction of the DRAGON and KING & QUEEN series aims to establish a high-end jewelry standard [5] - The company is focusing on integrating gold products into membership benefits to meet diverse consumer needs [5] Group 5: International Expansion - The company has seen positive feedback from overseas markets, with nearly 400 million exposures on social media platforms in the first half of 2024 [6] - The target demographic in overseas markets is primarily young individuals aged 18-25, with a focus on establishing a strong brand presence [7] - The company plans to leverage domestic operational experiences while avoiding rapid brand dilution in international markets [7]
迪阿股份(301177) - 2024年8月30日投资者关系活动记录表