川发龙蟒(002312) - 2015年6月12日投资者关系活动记录表(2)

Group 1: Company Overview and Market Position - Chengdu Santai Holdings Group Co., Ltd. is positioned as a pioneer in the smart parcel locker industry, focusing on creating an open third-party platform to meet user demands [2][4]. - The company aims to leverage its scale and service advantages to strengthen its leading position in the industry and build a community ecosystem centered around its services [3][4]. Group 2: Revenue and Business Model - The revenue composition of Santai includes four main sources: parcel sending, receiving, overdue fees, and advertising revenue [4][5]. - The expected revenue for the year is projected to reach 400 million CNY, primarily derived from the aforementioned four categories [4][5]. Group 3: Competitive Landscape - The establishment of Fengchao and the participation of competitors like YTO Express and Best Express in the Cainiao network indicate a growing market for last-mile delivery solutions [3][4]. - The company welcomes competition as it believes it will expand the market and address issues closely related to the public's daily life [3][4]. Group 4: Operational Insights - The speed of site deployment is approximately 3,000 new locations per month, emphasizing the importance of both speed and service quality in operations [3][4]. - The decision to deliver parcels ultimately lies with the user, as their needs dictate the delivery process [4][5]. Group 5: Advertising and User Engagement - The advertising model is evolving from broad exposure to delivering commercial value through precise marketing based on user demand analysis [4][5]. - The company acknowledges the need for a certain density of offline points to enhance user experience and maximize advertising value [5][6]. Group 6: Future Considerations - The company is considering partnerships with credit reporting agencies to explore credit business opportunities, contingent on regulatory developments [6]. - Establishing a rating system for couriers is seen as a potential strategy to incentivize service quality improvements [6].