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汤臣倍健(300146) - 2025年4月25日投资者关系活动记录表
By-healthBy-health(SZ:300146)2025-04-27 10:42

Group 1: Financial Outlook - The company aims to maintain stable revenue targets for 2025 based on 2024's comparable figures, considering uncertainties in the consumer environment and strategic adjustments [1] - The company follows a dynamic management principle for overall expenses, ensuring budget alignment with revenue [2] Group 2: Business Strategy - Continuous optimization of business strategies, with plans to enrich SKU across major product categories and launch new products in Q2 [1] - The company is implementing a dealer and terminal awakening plan to enhance offline channel performance through product launch events [2] Group 3: E-commerce and Marketing - The company emphasizes a quality-centric approach to e-commerce investments, focusing on product innovation to create high-priced products and enhance sales on platforms like Douyin [2] - Strategies include operational efficiency improvements and increasing exclusive products to boost sales in shelf e-commerce [2] Group 4: Product Development and Market Trends - Iteration work on key products like protein powder and Jianli Duo was completed by the end of last year, but new product sales have not yet met expectations [2] - The dietary supplement industry has significant growth potential, driven by factors such as per capita consumption, overall penetration rates, and an aging population [2]