SD Lomon(SZ:002312)2022-12-06 08:44Group 1: Company Overview and User Base - Sudi Yi has entered 79 cities and 55,000 communities, accumulating over 40 million users, with daily package turnover exceeding 1 million [2][3] - The company has over 3,000 commercial area outlets [3] Group 2: APP Promotion Strategies - The company plans to adjust delivery fees to encourage APP downloads, offering free delivery services [3] - SMS marketing will be used to transition users to the APP, with additional engaging features to be added [3] Group 3: New Services Offered - The latest APP launched on May 8, 2016, includes services like "Instant Pickup" in collaboration with Langjiu, laundry services, and "Micro Consultation" [4][5] - "Micro Consultation" has over 30,000 signed pharmacies and 1,000 equipped with devices, providing remote pharmacist consultations [5] Group 4: Financial Projections and Revenue Composition - Sudi Yi expects to achieve a revenue of 880 million CNY in 2016, derived from various services including basic collection, advertising, and data monetization [6] - The traditional business revenue target for 2016 is set at 900 million CNY [8] Group 5: Cost and Depreciation - The cost of deploying a standard set of Sudi Yi lockers is over 30,000 CNY, with annual operational costs around 10,000 CNY [8] Group 6: Shareholder Actions - The major shareholder reduced their stake due to personal financial pressures, marking the first reduction since the company's listing [7][8]