Winner Medical(SZ:300888)2025-06-24 11:22Group 1: Sales Performance - The consumer goods business performed well during the 618 promotion, with key categories like facial towels and baby wipes ranking first in sales on platforms like Tmall and JD [1] - The overall sales growth during the promotion was strong, with significant increases noted on traditional platforms and a breakthrough on Douyin [1] Group 2: E-commerce Strategy - Online channels contribute over 60% to the overall revenue of the consumer goods business, making them a primary profit source [1] - The company plans to enhance its presence on traditional e-commerce platforms while leveraging interest-based platforms for content dissemination and new growth opportunities [1][2] Group 3: Adult Apparel Business - The adult apparel segment has undergone changes to enhance market competitiveness, focusing on core products like underwear and loungewear [3] - The company has engaged a high-profile celebrity for marketing, which has positively impacted brand visibility and sales during promotional events [3] Group 4: Membership Growth - As of Q1 2025, the total membership exceeded 64 million, reflecting a 3.5% increase since the beginning of the year [4] - The company aims to enhance member engagement and retention through improved services and brand activities [4] Group 5: Medical Business Strategy - The medical business focuses on developing high-potential products like high-end dressings and surgical kits, with expectations for strong growth in these categories [5] - The company anticipates stable growth in traditional wound dressing products and a return to normal demand for infection prevention products [5] Group 6: Domestic Hospital Business - The domestic hospital business is expected to achieve good growth in 2025, focusing on traditional wound care, surgical supplies, and high-end dressings [6][7] - The company plans to capitalize on procurement opportunities and expand its sales team to enhance market presence and product offerings [7]