Group 1: Company Overview - Yunnan Betaini Biotechnology Group Co., Ltd. operates a modern "smart factory" for cosmetics and medical devices, which commenced production in March 2023 and occupies approximately 80 acres, with an expected annual output value of 5 billion yuan [2]. Group 2: Market Expansion Strategy - The company plans to focus on the Southeast Asian market, starting with Thailand, where it has established a wholly-owned subsidiary and partnered with local beauty chain stores and online shopping platforms [2][3]. Group 3: Brand Positioning and Target Audience - The main brand, Winona, specializes in sensitive skin care with zero additives suitable for all skin types, targeting a broad demographic including female students and young professionals [3]. - Insights reveal that younger consumers prefer experiential consumption, prompting the company to enhance innovative marketing and refined membership operations to attract this demographic [3]. Group 4: Research and Development Advantages - The company maintains a higher R&D expense ratio than industry peers and has published multiple papers in top-tier international and domestic journals, strengthening its market competitiveness [3][4]. - It emphasizes product development tailored to consumer needs, particularly in sensitive skin care, aiming to provide high emotional value products [3]. Group 5: Sales Channels and Distribution - Sales channels are fully covered both online and offline, with online platforms including Tmall, Douyin, and Kuaishou, while offline presence includes OTC chain pharmacies, Watsons, Sam's Club, and beauty specialty stores [3]. Group 6: Competitive Advantages - The company's strengths lie in its specialized product development and deep understanding of sensitive skin care, alongside innovative marketing strategies such as cross-industry collaborations and cultural outreach to enhance brand recognition and consumer loyalty [3][4]. Group 7: Brand Promotion and Market Education - The company collaborates with medical professionals and utilizes high-profile forums for brand promotion, while also adopting emotional marketing through cross-industry partnerships and cultural events to boost market awareness [4]. Group 8: Consumer Loyalty and Experience - By providing high-quality products and professional services, such as in-store consultations and themed salons, the company aims to enhance consumer perception and loyalty [4]. - The company is also focused on private domain marketing and offline experiences to improve brand value and customer satisfaction [4]. Group 9: Long-term Development Strategy - Winona aims to build brand strength by focusing on the sensitive skin niche and adhering to a long-term development strategy that includes continuous product innovation and international expansion through investments and acquisitions [4].
贝泰妮(300957) - 2024年5月17日投资者关系活动记录表