Business Strategy - The company will focus on deepening and upgrading existing product categories while cautiously expanding into new ones, particularly in women's and sportswear, which have shown strong growth recently [2][3] - The company plans to continue regional expansion and diversify channels, leveraging successful experiences from the North American market to enhance operations in Europe, which saw a doubling of clothing business in 2024 [4][3] Channel and Market Development - The company aims to strengthen its presence on Amazon while exploring emerging channels like Temu and TikTok, with plans to expand offline channels in 2025 [4][5] - The company has established a robust overseas supply chain in Southeast Asia, with a factory in Vietnam operational since late 2024, to mitigate risks from tariff increases [5][6] Response to Tariff Increases - The company has implemented a tiered pricing strategy to adjust prices based on market competition and product category dynamics, ensuring a balance between brand value and market competitiveness [5][6] - It is actively exploring new markets with lower tariff risks to diversify regional policy risks [6] Logistics Business Growth - The logistics business has developed a mature service system, with new overseas warehouses increasing total area to over 180,000 square meters, significantly improving delivery efficiency [7] - In 2025, the company will continue to enhance smart warehousing and seek strategic partnerships with major industry clients to create a differentiated competitive advantage [7] Marketing Strategy - The marketing strategy for 2025 will focus on optimizing promotional efforts based on data analysis and market insights, aiming for higher efficiency and return on investment [8] Non-Apparel Business Improvement - The company will control the scale of non-apparel business investments while optimizing processes to improve profitability, focusing on core apparel categories for comprehensive expansion [9]
赛维时代(301381) - 301381赛维时代投资者关系管理信息20250606