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报 喜 鸟(002154) - 2025年4月8日投资者关系活动记录表
SAINT ANGELOSAINT ANGELO(SZ:002154)2025-04-09 12:54

Group 1: Brand Performance and Strategy - Haggis brand has excelled by focusing on quality channel expansion, product innovation, and maintaining a strong brand image, targeting high-net-worth individuals [1][2] - The brand has a high customer loyalty and stable growth in new memberships, indicating a strong market presence [2] - Haggis has established effective inventory management across various channels, maintaining good discount control [2] Group 2: Woolrich Brand Overview - Woolrich is one of the oldest high-end outdoor brands in the U.S., with a diverse product range and a strong global presence [3][4] - The brand has registered trademarks and rights in 26 countries, ensuring a robust intellectual property portfolio [3] - A five-year product procurement and brand consulting agreement with Woolrich Group aims to maintain a unified brand image globally [4] Group 3: Future Development Plans - The company plans to establish a Shanghai R&D center to enhance product development capabilities and leverage global supply chain resources [4][5] - The strategy includes a multi-channel approach for global expansion, incorporating direct sales, franchising, and e-commerce [4][6] - The company aims to increase operational investment in Woolrich while continuing to support existing brands, with a funding plan of up to 800 million RMB to meet operational needs [6][8] Group 4: Other Brand Strategies - The growth brand Le Fei Ye will focus on product development and innovative store operations to enhance single-store performance [7][8] - The acquisition of the Kaimiqi brand will emphasize high-quality, international shirt offerings, particularly non-iron shirts [8] Group 5: Financial and Operational Considerations - The company will develop a reasonable dividend plan based on operational performance and financial status [8] - The progress of the major shareholder's private placement is underway, pending necessary approvals [8]