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尚品宅配(300616) - 2024年5月23日投资者关系活动记录表
SPZPSPZP(SZ:300616)2024-05-23 14:50

Group 1: Company Strategy and Market Positioning - The company identifies its growth opportunities in expanding its franchise channels, particularly in untapped cities, which presents significant internal improvement potential compared to competitors [2] - The "AI Design Factory" aims to enhance the average design service level, allowing stores to achieve better economies of scale at lower costs [3] - The company has successfully exported its full-house furniture customization model to several countries, including Thailand, India, and the United States, leveraging its strong supply chain management capabilities [3] Group 2: Product Offerings and Consumer Engagement - The company launched the "699 Package" to attract consumers, which quickly gained recognition and helped convert traffic into sales for the AiLife6 product series [4] - New product offerings include the Smart39800 and Smart59800 packages, tailored for families with children aged 0-6 and 7-18 years, respectively, focusing on practical and diverse living spaces [4] - The company is also addressing the aging population by introducing the "Vibrant Elderly" series, which caters to the diverse needs of older adults [4] Group 3: Technological Integration - The "AI Design Factory" utilizes AI to streamline the design process, allowing for efficient delivery of personalized design solutions while reducing the complexity for stores [3] - Continuous learning and iteration of the "AI Design Factory" are essential to meet increasing demand and enhance its production capacity [3]