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孩子王(301078) - 2025年04月03日投资者关系活动记录表

Group 1: Company Overview and Market Position - Kidswant is a leading enterprise in the mother and baby industry, focusing on deep user demand satisfaction and creating user value [4] - As of March 2025, Kidswant has successfully opened 30 selected franchise stores, with over 100 merchants in preparation, aiming to establish 500 stores in 2025 [4] - The company operates over 1,200 stores nationwide, including Lejoy International, and serves nearly 100 million parent-child families through its online and offline channels [5] Group 2: AI and Digital Transformation - Kidswant has developed its proprietary KidsGPT model, covering over 95% of parenting Q&A scenarios, enhancing member precision marketing and high-quality service [5] - In March 2025, Kidswant partnered with Beijing Volcano Engine Technology Co., Ltd. to establish the BYKIDs AI smart hardware incubator, focusing on AI lifestyle solutions for families [6] - The company is committed to embracing AI technology to drive operational management and business development, leveraging its digital assets and content [5] Group 3: Franchise Business Development - The franchise model includes a comprehensive support system, enhancing brand strength, product capability, operational efficiency, and service quality [4] - The franchise model not only generates economic benefits for franchisees but also meets the demand for quality mother and baby products in lower-tier markets [4] - Kidswant plans to integrate AI services into its franchise stores, enhancing service experiences for families in lower-tier markets [4] Group 4: Strategic Partnerships and Future Plans - In Q4 2024, Kidswant established a partnership with Xinxuan to create a joint venture focused on building a well-known MCN organization in the mother and baby industry [7] - The joint venture aims to develop a matrix of live-streaming influencers and enhance supply chain capabilities [7] - Regular operations for the live-streaming business commenced in March 2025, with plans for supplier recruitment and influencer development [7]