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南极电商(002127) - 2025年3月17日投资者关系活动记录表

Business Strategy and Planning - In 2025, the company plans to reshape its dealer and supply chain systems, focusing on the re-launch of the light luxury series and expanding product categories, including women's innerwear and home textiles [1] - The company aims to increase its market share through centralized and personalized promotions with dealers [1] - The company expects significant sales growth as new products are launched and new stores are opened [1] Sales Performance - The daily sales for the "Nanji Ren" brand from late February to early March 2025 were approximately 20 million [3] - The "Bai Jia Hao" brand achieved daily sales of about 13 million during the same period, with a projected GMV of 2.5 billion in 2023 and 4.7 billion in 2024 [3] - The company anticipates a substantial increase in overall GMV in 2025, with the shelf segment's sales ratio targeted to rise to 45% [3] Retail Expansion - The company opened a pop-up store in Shanghai in December 2024, which received positive consumer feedback, and plans to open more pop-up stores in 2025 [4][5] - Future product offerings in physical stores will include customized products and a rotation of new items every two weeks to maintain consumer interest [5] Product Development - The light luxury series will feature 17 SKUs in 2024, with plans to expand the product line in 2025 to include quick-drying T-shirts and lightweight down jackets [5][6] - The company emphasizes a "big item, big hit" strategy for self-sourced products while promoting a "small item, small hit" approach for franchise products [6] Supply Chain Management - The company employs strict standards for supply chain management, ensuring quality and efficiency by collaborating with over 40 carefully selected factories [8] - A rigorous pre-qualification process for factories includes assessments of production capacity and quality control [8] Dealer Management - The company collaborates with experienced dealers and implements a replacement mechanism based on operational performance [9] - A centralized marketing strategy is employed to ensure alignment between major marketing activities and personalized marketing efforts [9] Marketing Investment - In 2024, the company increased marketing investments to enhance brand influence, including collaborations with media and promotional activities [11] - For 2025, the company plans to optimize marketing strategies through social media and enhance consumer engagement via offline store upgrades [11]