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若羽臣(003010) - 2024年11月22日投资者关系活动记录表
003010RYC(003010)2024-11-24 14:28

Group 1: Business Development and Market Positioning - The代运营 (agency operation) market is experiencing heightened competition, leading to a slowdown in growth, with the company focusing on steady progress and balanced growth [1] - The brand management business has seen significant growth, doubling in performance this year, providing new momentum for future revenue growth [2] - The company aims to fill the gap in the high-end home cleaning market with its brand "绽家," which targets the premium segment and has launched various products since its introduction in 2020 [2][3] Group 2: Product Strategy and Market Trends - The company has introduced several new products in the home cleaning sector, including laundry liquids and floor cleaners, to build a comprehensive product matrix [2] - The香氛洗衣液 (fragrance laundry liquid) has been particularly successful, contributing positively to sales and expanding the product line [3] - The health supplement market is projected to maintain double-digit growth, indicating a rising consumer demand for health products, which presents significant market opportunities [3] Group 3: Operational Adjustments and Future Outlook - The agency operation business has faced challenges, prompting the company to focus on deep collaborations with high-performing brands rather than expanding the number of partnerships [3] - The company anticipates strong growth for its self-owned brands in the coming year, driven by successful product launches and market positioning [3][4] - The company plans to continue innovating in the high-end cleaning market, leveraging consumer data to enhance product offerings and maintain a competitive edge [3]