永辉超市(601933) - 永辉超市股份有限公司投资者关系活动记录表2024年11月4日

Group 1: Online Competition and Market Strategy - The Chinese retail market is large enough to accommodate multiple players, including many internet companies [1] - Success in online business relies on service and customer retention rather than just traffic [1] - The core theory emphasizes that supply is fundamental; focusing on product supply and service systems will naturally attract customers [1] Group 2: Supply Chain Development - The central factory for baking in Fujian is under construction, indicating a shift towards building internal capabilities while collaborating with excellent suppliers [1] - The strategy includes a mix of self-operated and joint venture offerings, especially in traditional foods where partners may have more expertise [1] - Continuous expansion of self-operated offerings is planned, with supply chain improvements being gradual and progressive [1] Group 3: Private Brand Strategy - The private brand strategy focuses on major product categories, learning from successful companies [2] - Two key shifts in supply chain philosophy: product managers should understand user needs to develop quality products, and collaboration with suppliers should be based on mutual growth [2] Group 4: Operational Adjustments and Future Planning - The pace of operational adjustments depends on capability matching, with a focus on personnel management, product improvement, and mechanism establishment [2] - Different customer demands across cities require the supply chain team to develop products that resonate with local preferences [2] - Cultural alignment and iterative mechanisms are essential for effective management and continuous improvement [2]