Global Top(SZ:002640)2022-12-06 23:44Group 1: Company Overview - The company operates in the cross-border e-commerce sector, focusing on B2C exports and leveraging big data for operational analysis [2][3] - The management team has extensive industry experience, which enhances execution efficiency [3][4] Group 2: Sales and Market Strategy - Sales from third-party platforms account for 20%, while self-built e-commerce platforms contribute 80% [4] - The company emphasizes supply chain management and has established long-term partnerships with suppliers [3][6] Group 3: User and Procurement Insights - The company reported a slow increase in registered users due to the off-peak sales season [4] - Procurement is categorized into planned and sporadic purchases, with lead times of 1-1.5 months during off-peak and 2-2.5 months during peak seasons [4][5] Group 4: Logistics and Distribution - Clothing production takes 7-20 days, with logistics costs representing approximately 18% of sales [5][6] - Shipping from Shenzhen to the U.S. takes 3 days via express and 10-15 days via standard mail [5] Group 5: Future Outlook and Challenges - The company anticipates that the import B2C business may underperform due to seasonal sales fluctuations and delayed funding for new projects [6] - Future profitability in the import B2C sector will focus on reducing supply chain costs, avoiding direct competition with established players [6]