Group 1: Policy Impact on Sales - The implementation of the old-for-new subsidy policy has positively influenced company sales, with online platforms showing quicker growth in replacement consumption demand due to easier participation in subsidy programs [1] - The policy is expected to enhance industry competition and concentration, stimulating consumer demand for upgrades and promoting sustainable consumption growth [1] Group 2: Service Enhancement for Old-for-New Business - The company is enhancing its old-for-new business by providing comprehensive training and support to dealers, improving their capabilities in dismantling, installation, and renovation services [2] - A one-stop service model ("delivery + dismantling + installation") is being developed to meet the increasing demand for home upgrades and renovations [2] Group 3: Export Market Strategy - The company plans to strengthen its investment in overseas markets, focusing on developed countries and Belt and Road Initiative countries, with tailored market strategies for different regions [2] - Collaboration with local dealers and brand partnerships will be pursued to accelerate the growth of overseas markets [2] Group 4: Industry Standards and Competition - The mandatory certification for electronic toilets will take effect on July 1, 2025, with the company being one of the first to obtain the CCC certification [2] - The establishment of stricter industry standards is expected to lead to a competitive shakeout, increasing industry concentration by eliminating smaller players [2]
箭牌家居(001322) - 箭牌家居投资者关系管理信息