Group 1: Company Performance and Client Structure - The company has a diverse client structure, with revenue growth varying significantly among different clients [1] - New customer acquisition and deepening cooperation with existing clients are crucial for stable performance growth [1] - The company expresses confidence in its performance for the second half of 2024 [1] Group 2: New Factory Operations - The new factory in Indonesia began production in the first half of 2024, with progress aligning with expectations [2] - Profit margins from the Indonesian factory are expected to be similar to those from the Vietnam factory [2] - New factories typically take 1.5 to 2 years to reach full production capacity, initially having a minimal impact on overall gross margin [2] Group 3: Labor Costs and Market Strategy - Rising labor costs in Vietnam are acknowledged, but the investment environment remains attractive for the footwear industry [2] - The company plans to adjust sales prices in response to labor cost increases while diversifying risk by establishing a factory in Indonesia [2] Group 4: External Factors and Risk Management - The company’s production facilities are primarily in Vietnam, and import tariffs are borne by customers based on trade policies [2] - Recent flooding in Vietnam has not caused significant damage, as the company has implemented preventive measures [2] Group 5: Future Plans and Collaborations - The company is focused on expanding its customer base, including ongoing collaboration with Anta [3] - There are currently no plans to diversify into other business areas, with a continued focus on the sports shoe manufacturing sector [3]
华利集团(300979) - 华利集团投资者关系管理信息