云图控股(002539) - 2015年3月26日投资者关系活动记录表

Group 1: Company Strategy and Transformation - The company aims to strengthen its compound fertilizer business while developing specialty salt and Sichuan seasoning product segments, integrating traditional models with e-commerce to adapt to new economic conditions [3] - The strategic transformation includes covering essential rural market products, reverse procurement of agricultural products, and providing comprehensive rural logistics services [3] - The company plans to leverage its existing distribution channels in rural areas to promote e-commerce initiatives, including platforms like Haha Mall and Haha Agricultural Trade [3][4] Group 2: E-commerce Advantages - The company has over 2,000 active compound fertilizer distributors nationwide [4] - There are nearly 100,000 active retailers in villages, providing agricultural consulting and services to farmers [4] - The partnership with salt companies allows direct delivery to over 1 million small supermarkets and grocery stores in rural areas, facilitating fertilizer sales [4] Group 3: Haha Agricultural Platform - Haha Agricultural platform focuses on essential rural products, including fertilizers, pesticides, and daily necessities, while also offering services like hospital registration [4][5] - The core operational philosophy is to create a genuine e-commerce marketing platform for rural entrepreneurs, addressing logistics and product diversity challenges [4] - The platform aims to enhance the living standards of farmers and provide opportunities for rural elites to start their own businesses [5] Group 4: Business Segments of Haha Agricultural - Haha Mall serves as a low-cost shopping platform for farmers, emphasizing brand affordability [5] - Haha Fertilizer offers customized agricultural products based on scientific planting principles [5] - Haha Delivery integrates rural logistics, allowing for efficient transportation of goods [5] - Haha Agricultural Trade facilitates reverse procurement of agricultural products, addressing sales challenges for farmers [5] Group 5: Future Plans and Market Positioning - The company plans to establish 100 county-level distribution centers and recruit 20,000 rural agents nationwide [5] - The company is focused on developing a dual-brand strategy to enhance market presence while nurturing its own brand [6] - The company has established partnerships with salt companies across 14 provinces, expanding its production and distribution capabilities [6]