Group 1: Company Strategy - The company implements a "globalization, branding, and ecological" development strategy, establishing subsidiaries overseas and localizing operations in regions like Europe and America [1][2] - Transitioning from OEM to ODM and currently progressing towards OBM, enhancing brand recognition and product value [1][2] Group 2: Customer Relations and Market Position - The company seeks consent from key account (KA) customers before launching its own brand products, adapting to changing customer perceptions [3] - The company aims to strengthen its product competitiveness by focusing on "attractive, functional, and high-value" products, leveraging digital marketing and KOL collaborations [3] Group 3: International Operations - Major FOB orders are handled by the parent company, while overseas subsidiaries manage smaller clients and cross-border e-commerce, ensuring efficient customer service [4] - The company has expanded its presence in mainstream markets in Europe and America, establishing showrooms and warehouses to enhance service responsiveness [4] Group 4: Growth Logic - The company is diversifying its product categories beyond traditional sunshade products to include storage, camping, and furniture, which are expected to drive future growth [5][6][7] - New sales channels are being explored, including large supermarkets and e-commerce platforms, with products like the "Starry Tent" entering major retailers [7] - Business growth is supported by penetrating existing customers with new products and developing new customers through existing products [7] Group 5: Competitive Advantage - The "Starry Tent" product stands out for its appealing design and structural advantages, leading in sales volume within the industry [7] - The product has established a solid market foundation and brand effect, primarily serving well-known large retailers and specialty stores [7]
浙江正特(001238) - 2025年2月19日投资者关系活动记录表