南极电商(002127) - 2025年5月23日投资者关系活动记录表

Group 1: Online Business Development - The company's online business is maintaining steady growth, focusing on high-quality development through product pricing, quality, and variety to ensure reasonable and sustainable growth [1] - The online sales channel distribution will remain relatively balanced, with strategies tailored to different brands and categories across platforms like Alibaba, Douyin, JD.com, and Vipshop [1] Group 2: Offline Store Strategy - The company has opened a pop-up store under the Nanji brand and plans to establish a fixed store at Global Harbor, while actively negotiating with retail entities in Shanghai and surrounding areas [2] - Offline store types include single-point stores, comprehensive stores, and community stores, with a goal to explore suitable business models based on different store elements [2] Group 3: Store Operations and Sales Goals - The focus is on direct-operated stores to maintain high brand standards, with a target of achieving sales of 10 million per store in the future [3] - The SKU for offline stores includes both self-operated and franchise products, with plans to introduce IP collaboration products in large comprehensive stores [3] Group 4: Marketing Plans and Investment - In 2025, the company will adopt a more rational and cautious approach to advertising and sales expenses, aiming to enhance marketing efficiency and brand value conversion [4] - Marketing efforts will shift towards integrated marketing strategies, including terminal image enhancement, designer collaborations, and social media engagement [4] Group 5: Organizational Structure and Team Development - The company has a capable team in legal, financial, and supply chain management to support business development goals, with plans to continuously recruit professionals with channel development and integrated marketing skills [4] Group 6: Supply Chain Future Planning - The company aims to enhance product cost-effectiveness through professional teams that facilitate process upgrades, ensuring products are visually appealing, comfortable, functional, and reasonably priced [5] - Strict management strategies are in place for self-operated product series and franchise operations to ensure product quality and cost advantages in the market [6]