博士眼镜(300622) - 2024年9月3日投资者关系活动记录表

Group 1: Business Strategy and Development - The company is leveraging its expertise in vision rehabilitation and prevention to explore new value in its professional capabilities [3] - As a full-channel eyewear retailer, the company is actively embracing the challenges of consumer connectivity, continuously expanding into shelf e-commerce, interest e-commerce, and local life services [3] - The company is committed to a talent-driven strategy, enhancing its professional workforce to support strategic goals [3] - The company aims to provide comprehensive vision correction solutions for smart glasses consumers, utilizing service experience to inform upstream product development [3] - The company will continue to seek merger and acquisition opportunities within the industry [3] Group 2: Online Channel Development - The company has established a presence on major social platforms like Weibo, Douyin, and Xiaohongshu, and has opened official stores on e-commerce platforms such as Tmall and JD [3] - In the first half of 2024, the company's total online transaction volume (GMV) reached 98.39 million yuan, a year-on-year increase of 0.93%, contributing 14.49% to overall revenue [3] - The official flagship stores on Tmall and JD saw a GMV increase of 27.11%, primarily driven by self-branded optical lenses [3] Group 3: Local Life Services - The company has opened official accounts on local life platforms like Douyin, Dazhong Dianping, and Ele.me, focusing on short video content to promote eye care knowledge and drive traffic to offline stores [4] - The company is enhancing its local life business through refined operations and optimized group purchase products [4] Group 4: Market Trends and Consumer Behavior - In the first half of 2024, functional lenses (excluding basic blue light blocking lenses) accounted for 32.04% of total lens sales, with a year-on-year growth of 45.29% [4] - There is a growing consumer focus on visual health, with increased willingness to invest in high-quality eyewear products and professional services [4]