遥望科技(002291) - 星期六调研活动信息

Group 1: Financial Performance - The company expects a loss of 430 million to 645 million yuan for the year 2021, primarily due to inventory issues and business transformation efforts [2] - Estimated provisions for bad debts and inventory depreciation range from 280 million to 350 million yuan [2] - Significant goodwill impairment is anticipated, with estimates between 180 million and 270 million yuan [2] - The total amortization expense from equity incentives for the year is projected at 80.08 million yuan [2] Group 2: Business Transformation - The company has shifted from a heavy asset model to a light asset operation model since 2015, reducing personnel from 8,000 to a few hundred [2] - Remaining shoe sales and assets will be transferred to a subsidiary, focusing on internet marketing [3] - The company plans to divest its shoe business through public listing, excluding related trademarks [3] Group 3: Development of Remote Network - Since 2019, the company has been expanding into live e-commerce, signing artists and developing its own influencers [3] - The company aims to maintain its leading position among top influencers while diversifying its approach to include more casual recommendations [3] - Plans for 2022 include enhancing gross margins on standard products and implementing a service provider system for product selection [3] Group 4: Internal Strategy and Profitability - The company has shifted its internal KPIs from focusing on GMV to prioritizing profitability post-Double Eleven [4] - It is expected that profit margins will improve in January 2022 as management aligns overall strategy with execution [4] - The company is cautious about tax issues, ensuring compliance and timely payments to avoid impacting profitability [4] Group 5: Future Collaborations and Market Position - The company anticipates potential changes in profit-sharing models with top artists, with a focus on maintaining a balance between cost distribution and artist maturity [4] - Plans to achieve a GMV of 10 billion yuan, with potential new rebate policies from platforms like Douyin and Kuaishou [4]