盛通股份(002599) - 2016年7月12日投资者关系活动记录表

Group 1: Company Strategy and Market Position - The company has a long-term strategic plan to enter the education sector, leveraging its established position in the publishing industry and strong customer base to create a comprehensive service ecosystem in education, publishing, and culture [2] - Following the acquisition of Lebo, the existing management team will continue to operate without significant changes, focusing on capital integration [3] Group 2: Production and Market Trends - Prior to 2013, the company had a high proportion of rapid product capacity; however, after 2013, the internet has impacted instant reading products, leading to an increase in the production capacity of children's books and educational materials [3] - The company has completed internal production management adjustments and anticipates stable growth in its main business over the next few years [3] Group 3: Acquisition Progress and Future Investments - As of June 12, 2016, the company received feedback from the China Securities Regulatory Commission regarding its acquisition, and it is required to respond within 30 working days [3] - Future investments will focus on quality education, with the scale of investment to be determined based on actual conditions; the company will concentrate on mergers and acquisitions in the education sector [3] Group 4: Expansion Plans and Revenue Structure - From 2016 to 2018, Lebo Education plans to open 23, 19, and 15 new campuses respectively, with a slowdown in expansion expected by 2019 [4] - The revenue per single store is projected to be between 2 to 2.5 million, varying by classroom and region; franchise stores can achieve profitability with 100 to 150 students [4]