南极电商(002127) - 2025年5月9日投资者关系活动记录表

Group 1: Financial Performance - In 2024, the company achieved a total revenue of 3.358 billion CNY, representing a year-on-year increase of 24.75% compared to 2023 [1] - In Q1 2025, the company reported a revenue of 729 million CNY, showing a growth of 2.03% year-on-year [1] - The company experienced a net loss in Q1 2025 due to ongoing marketing expenses and brand building efforts [2] Group 2: Brand Development and Market Strategy - The company plans to enter a high-quality recovery mode for the "Nanji Ren" brand, focusing on product quality and consumer feedback [2] - As of April 2025, the number of online stores for "Nanji Ren" reached nearly 1,000, with 400 new stores opened in 2025, aiming to restore to around 2,000 stores by year-end [2] - The company aims to establish three multi-category flagship stores on the Tmall platform within the year [2] Group 3: Product Expansion and Sales Strategy - The company is launching light luxury products in 2025, including self-sourced and franchise products, with over 2,600 SKUs planned [3] - The "Bai Jia Hao" brand is experiencing a GMV growth of approximately 30%, with significant contributions from platforms like Douyin and Tmall [4] - The company is expanding its product categories, particularly in home textiles and innerwear, leveraging supply chain and buyer strategies [4] Group 4: Supply Chain and Operational Efficiency - The company has made significant improvements in its supply chain efficiency, with a focus on aligning with partners that share similar values [5] - The "Kadi Le Eel" brand is undergoing strategic adjustments in its operations, particularly in product quality and supplier relationships [5] Group 5: Offline Store Development - The company has opened a pop-up store for "Nanji Ren" and plans to establish a fixed store in the Global Harbor, while exploring large multi-category stores in Shanghai [6] - Offline stores will feature both self-sourced products and selected franchise products, including exclusive items [6] Group 6: Time Interconnect Business Overview - In 2024, Time Interconnect reported a net profit of 33.3574 million CNY, focusing on e-commerce and AI advertising sectors [8] - The company aims to enhance operational quality by selecting long-term partners and improving internal efficiency through AI applications [8]