漫步者(002351) - 2015年4月29日投资者关系活动记录表

Group 1: Company Strategy and Business Focus - The company is shifting its focus beyond traditional multimedia speakers and headphones to explore opportunities in external expansion and the Internet+ model [3] - In December 2014, the company made a significant decision regarding asset restructuring, which was ultimately terminated due to key issues, but it will continue to seek suitable complementary targets [3] - A new joint venture focused on air purifiers is being established, with registration nearing completion and promising R&D results [3] Group 2: Internet+ Initiatives - The company aims to leverage the Internet+ trend, being the sole partner of Tencent in launching the QQ Music Inside Wi-Fi speaker and signing a strategic cooperation agreement with Ximalaya [4] - Future collaborations with other resource-rich companies are planned to expand its presence in the Internet music industry [4] - The company will continue to produce traditional speakers while introducing new Bluetooth and Wi-Fi enabled products, responding to the growing demand for headphones [4] Group 3: Environmental and External Expansion - The company is focusing on the environmental sector, particularly air purifiers, which are expected to launch within the year under the LIFA AIR brand, while the EDIFIER brand will remain dedicated to audio products [5] - Investment decisions are made based on comprehensive analysis, targeting stable return companies during economic downturns and high-growth companies representing future directions [5] Group 4: Automotive Audio Market - The company is targeting the aftermarket for automotive audio systems, promoting the "lossless replacement" concept, which is gaining recognition [6] - There is potential for significant growth in the aftermarket as automotive culture develops in China, and the company is positioning itself accordingly [6] - Brand recognition and sales channels for automotive audio products are challenges that may be addressed through acquisitions in the future [6]