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尚品宅配(300616) - 2025年2月17日和2月18日投资者关系活动记录表
SPZPSPZP(SZ:300616)2025-02-18 14:06

Group 1: AI Design Factory - The company has integrated AI technology as a core driver for development, enhancing productivity systems across marketing, design, production, and logistics [2][3] - The "AI Design Factory" serves as a cloud-based virtual design platform, utilizing self-developed multimodal models to create various intelligent agents for design tasks [2][3] - This innovative model shifts the design service process from traditional store-based design to centralized design delivery, allowing stores to focus on sales [3] Group 2: Retail Channel Changes - Recent changes in retail channels indicate a significant shift in market dynamics, necessitating a multi-channel approach to reach diverse customer needs [4] - In high-tier cities, the "turnkey" channel has emerged as a cost-effective means to attract customers purchasing furnished homes, while referrals from existing customers have also gained importance [4] - In lower-tier cities, the focus is on leveraging new media for customer acquisition, encouraging franchisees to engage in live streaming and new media marketing [4] Group 3: Government Subsidies and Market Opportunities - The government has announced support for home renovation and smart home consumption through subsidies, with specific measures expected to be implemented in various regions [5][6] - The company is prepared to leverage these subsidies for promotional activities and market opportunities, aiming to capitalize on the expected growth in home renovation demand [6] - The company plans to focus on expanding its presence in untapped cities and lower-tier markets, enhancing its channel layout and innovating its recruitment strategies [6]