徐家汇(002561) - 徐家汇调研活动信息

Group 1: Company Performance - The company experienced a recovery in performance after the pandemic lockdowns, but sales revenue has been affected again due to recent outbreaks [2] - Gold jewelry sales provided some support to overall sales in 2022, although the gross profit contribution was weak [2] - Sales of women's clothing categories showed a decline, particularly in the youth segment, while sales of mature and high-end women's clothing remained stable [2] Group 2: Impact of External Factors - The implementation of new leasing standards had a minimal impact on the company's financial statements, as most operating locations are owned properties [3] - The issuance of electronic consumption vouchers by Shanghai had a positive effect on overall sales, with consumers favoring lower-priced items [3] - The outlook for the offline consumer market in 2023 remains uncertain due to various influencing factors, but the company plans to set reasonable budget targets to seize market opportunities [3] Group 3: Talent Management - The company conducts regular campus recruitment and adjusts hiring quotas based on strategic development needs [3] - The age structure of the management team is improving, with a focus on building a talent pipeline and enhancing skills training and management assessment [3]