百合股份(603102) - 百合股份2024年4月投资者关系活动记录表

Group 1: Financial Performance - In Q1 2024, the company's revenue and profit experienced a decline compared to the previous year due to special events impacting market demand [1] - The sales gross margin for Q1 2024 was reported at 40.15%, with plans to maintain a high gross margin in the future [2] Group 2: Business Strategy - The company aims for double-digit growth in 2024, focusing on large customer strategies and increasing participation in industry exhibitions and forums [1] - The company plans to enhance its own brand promotion, particularly for its brand "Baihe Kang" [1] Group 3: Market Demand and Customer Base - The current business growth relies on major domestic single-product customers and numerous high-growth clients, with a strong ability to customize and deliver personalized products [2] - The company intends to increase the revenue share from its own brand business while maintaining a stable development of contract manufacturing [2] Group 4: Future Plans and Industry Trends - A stock incentive plan is expected to be introduced to cover core management and key personnel, aiming for maximum motivational effect [2] - The company is exploring the competitive landscape, considering whether industry concentration will shift towards brand or OEM sides, with new entrants likely favoring a light asset model [2][3]