Global Top(SZ:002640)2022-12-07 09:42Group 1: Company Performance and Growth - The company aims for a net profit of 65 million this year, with a historical revenue growth rate of 130% last year [2] - The fourth quarter is historically the peak sales season, with November and December being the highest sales months [2] - The company plans to maintain high growth rates annually [2] Group 2: Supply Chain and Inventory Management - The company has a robust supply chain and manages inventory based on historical sales data and customer interest [1] - The company has a low return rate, controlled at under 1% [4] Group 3: E-commerce Strategy - The focus remains on self-operated websites rather than third-party platforms [2] - The company is actively promoting across various channels, including Facebook and Google [3] Group 4: Team and Talent Management - The company is continuously hiring to support growth, with a stable employee mindset and a sense of belonging [2] - Current management expenses are lower than competitors, with plans to further reduce them for scale efficiency [3] Group 5: Market Position and Competitive Advantage - The core competitive advantage lies in the team and its collaboration, rather than proprietary secrets [4] - The company believes that China's manufacturing advantages in B2C e-commerce will last at least another decade [4] Group 6: Future Plans and Innovations - The company plans to introduce its own brand in the future [4] - Mobile sales account for over 20% of total revenue, with significant growth compared to desktop sales [4]