Group 1: Sales Performance - In the first half of 2025, the company's sales channel optimization and product pricing restructuring achieved significant progress, with a 86.68% increase in revenue from Q1 to Q2 [1] - The 6.18 sales event showed optimistic growth on platforms like Douyin and Tmall, aligning with expectations [2] - The JD platform experienced remarkable growth in the first half of 2025 due to enhanced cooperation and new promotional strategies [2] Group 2: Online and Offline Strategies - The overall trend of online advertising efficiency remained stable without significant changes [2] - The offline sales model primarily relies on distributors, with distributor revenue accounting for over 99%, resulting in minimal sales expenses [2] - The proportion of non-adhesive products in revenue has steadily increased, supported by the establishment of the Shanghai R&D center [2] Group 3: Research and Development - The R&D team is still in a growth phase, with plans for further expansion in both expertise and team size [2] - The project on human-derived collagen freeze-dried fibers has completed three rounds of injections and is currently in the data cleaning phase [3] Group 4: Future Considerations - The company has not disclosed specific plans for mid-term dividends, advising stakeholders to monitor future announcements [3]
敷尔佳(301371) - 2025年8月25日投资者关系活动记录表