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南京商旅(600250) - 南京商旅投资者关系活动记录表(业绩说明会)
600250NANTEX(600250)2023-11-28 10:37

Group 1: Company Transformation and Strategy - The company completed a restructuring in 2019, acquiring 51% of Nanjing Qinhuai Scenic Area Tourism Co., marking its entry into the cultural tourism sector [2] - In 2020, the company acquired 51% of Nanjing Nanshang Commercial Operation Management Co., expanding into commercial retail [3] - The company has established a dual business model of "tourism + commerce," which has shown growth in revenue and profit since 2023 due to market recovery [3] Group 2: Name Change and Brand Positioning - The name change to Nanjing Commercial Tourism reflects the company's strategic positioning and business structure, aligning with its dual business model [3] - The previous name did not represent the company's future direction, prompting the rebranding to enhance brand influence [3] Group 3: Investor Relations and Communication - The company emphasizes timely information disclosure regarding major investment and acquisition projects [3] - The management is committed to addressing investor concerns and maintaining transparency in financial reporting [3] Group 4: Future Plans and Performance Goals - The company is currently not planning to divest from its subsidiary, Jingwei Lighting, as it focuses on the dual business strategy [3] - There is uncertainty regarding the achievement of performance targets related to the stock option incentive plan for 2023 [3]