友阿股份(002277) - 2019年3月6日投资者关系活动记录表

Group 1: Company Strategy and Market Positioning - The company aims to reform its supply chain by focusing on direct procurement of international brands, leveraging the luxury goods supply chain platform acquired in 2017 [2] - The retail industry in China is experiencing growth, but the rapid development of online shopping and urbanization is creating significant market pressure [2] - The company plans to upgrade its Spring Department Store by May, enhancing its unique offerings, with other stores undergoing phased upgrades starting in the first half of next year [2] Group 2: International Brand Procurement - An International Brand Division has been established to manage overseas direct procurement, utilizing a specialized business system for oversight [4] - The company intends to introduce more high-quality European brands, which will be available in both physical stores and online platforms at the same price [2] Group 3: Store Positioning and Synergy - Each store has its own positioning, avoiding uniformity and creating synergy among them, with brand resources allocated based on individual store strategies [5] - The company will continue to focus on department store retailing while integrating online and offline sales channels [5] Group 4: Future Expansion Plans - Future expansion will primarily focus on asset-light strategies, with no immediate plans for heavy asset investments beyond the expansion of existing stores [6]