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久祺股份(300994) - 300994久祺股份投资者关系管理信息20250319
JOY KIEJOY KIE(SZ:300994)2025-03-19 08:00

Group 1: Inventory and Sales Performance - The company has experienced inventory accumulation in Europe and America over the past few years, but it has now returned to normal levels [2] - Sales distribution: Europe accounts for approximately 30% and America for about 50% of total sales, with stable distribution over time [2][3] Group 2: E-commerce and Brand Development - The company has seen growth in its cross-border e-commerce self-owned brands, with a diverse range of online sales platforms including Amazon, eBay, LAZADA, Walmart, and Otto [3] - Future plans include expanding into different regions and markets to enhance product market penetration [3] Group 3: Production and Cost Efficiency - The technical transformation of the Deqing Jiusheng new factory has reduced labor costs and improved production efficiency through automated production lines and robotic handling [3] - The company aims to enhance net profit by focusing on high-end adult bicycles and children's bicycles, utilizing premium materials to improve product quality [3] Group 4: Market Impact and Recovery - Prior to the Russia-Ukraine conflict, the company's market share in the region was around 10%. The conflict has negatively impacted sales, but recovery is expected as the situation stabilizes [3] - The rebuilding efforts in the region may provide new trade order increments for the company [3]