遥望科技(002291) - 星期六调研活动信息

Financial Performance - The company achieved a net profit of 1.1-1.65 billion CNY in H1 2022, with a net profit from its subsidiary, Yaowang Network, estimated at 1.8-2.1 billion CNY [3] - The company's GMV (Gross Merchandise Volume) reached 5.5 billion CNY in H1 2022, reflecting a year-on-year growth of approximately 53% [4] - In June 2022, the GMV growth rate was around 120% compared to the previous year [4] Business Strategy - The company plans to expand its team of business anchors to 1,000, focusing on sales and training [3] - The strategy includes increasing the number of signed artists and anchors in the clothing sector, aiming for 1-2 billion CNY in clothing sales in H1 2022 [4] - The company is entering overseas markets through partnerships with TikTok, targeting regions like the UK, Indonesia, and the US [4] Operational Insights - The company is focusing on improving its supply chain management and has plans to establish a physical base in Linping, which will support non-standard product supply chain integration [8] - The company aims to enhance its digital asset capabilities, including the launch of a digital virtual studio and NFT products [4] - The operational model emphasizes efficient product flow and management, with a goal to reduce return rates and improve profit margins [7] Market Outlook - The live commerce industry is expected to continue growing, with a focus on diversifying product categories and reducing overlap in offerings [5] - The company anticipates a significant increase in the number of mid-tier and lower-tier anchors, aiming to create a rich product ecosystem [5] - The overall market for non-standard products is projected to grow, with expectations for substantial sales volume in Q4 2022 [9]