南极电商(002127) - 2024年12月13日投资者关系活动记录表

Group 1: Company Overview and Product Strategy - The company focuses on optional consumer goods, emphasizing emotional value and transforming it into necessity when products become fast-moving consumer goods [1] - The core philosophy is to provide good quality products at reasonable prices, ensuring aesthetics, comfort, trendiness, and functionality [1] - The company has identified 6-7 major product categories for development, including plush fabrics and quick-drying clothing, with significant R&D investment [2] Group 2: Strategic Direction and Innovation - The company has clarified what not to pursue, concentrating on large single products and long-term development [2] - Emphasis on cost-effectiveness and innovation, aiming to provide high-quality products at affordable prices [2] - Adoption of advanced production techniques to enhance efficiency and ensure stable product quality [2] Group 3: Brand Management and Quality Control - The company is undergoing a brand renewal process, focusing on self-sourcing and franchise models to better control product quality and brand image [3] - Strengthened supply chain management with a whitelist system for partners, implementing strict quality guidelines and regular inspections [3] Group 4: Market Positioning and Consumer Engagement - The company prioritizes long-term value and consumer recognition over short-term profit margins, focusing on high turnover and efficient inventory management [3] - Recent product launches, such as warm suits and shark pants, have become popular items in their respective channels [3] Group 5: Future Plans and Market Expansion - The company plans to open fewer but strategically significant stores, including flagship and medium-sized stores, to enhance consumer experience [5] - Future product lines will focus on fashion, comfort, and quality, with a commitment to maintaining high standards across self-sourced and franchise products [4] - The company is exploring cross-border opportunities, adapting products to meet different market demands [7]