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建霖家居(603408) - 厦门建霖健康家居股份有限公司投资者活动记录表
RUNNERRUNNER(SH:603408)2024-01-29 10:41

Group 1: Business Growth and Strategy - The company emphasizes sustainable growth in overseas sales, leveraging long-term customer trust and continuous R&D innovation as foundational elements for development [2] - A wholly-owned subsidiary was established in the U.S. to enhance local operations and service, aiming to become the preferred service provider for North American home channel customers [2] - The company plans to expand its efforts in overseas retail, e-commerce, and customer service to ensure resilient growth in the North American market [2] Group 2: Product Development and Market Positioning - The overseas e-commerce product strategy is designed to avoid competition with major clients, focusing on products like air purifiers and kitchenware, with a new fan model becoming a bestseller on Amazon [3] - The company has successfully established partnerships with restaurant chains like Starbucks and Domino's, laying a solid foundation for its commercial channel [4] - Initial collaborations with restaurant clients are primarily focused on the Jiangsu, Zhejiang, and Shanghai regions, with plans to expand to more areas once the cooperation model matures [4] Group 3: Supply Chain and Operational Efficiency - The U.S. subsidiary will enhance supply chain capabilities and cost optimization through the establishment of overseas warehouses [2] - The company is developing a stable supply chain system to support its commercial product matrix, which includes landmark projects [4]