好想你(002582) - 2019年3月7日投资者关系活动记录表

Product Performance - The core popular products of the company include "gift boxes," "daily nuts," and "Qing Fei Fei," with the "year's flavor" gift box performing well in January 2019, continuing a two-year trend of strong sales [1] - The daily nuts series achieved the top online sales position in its category starting from July 2018, with annual sales reaching a satisfactory level [1] - The freeze-dried food product "Qing Fei Fei" is well-received by consumers due to its excellent craftsmanship and taste, contributing to the company's performance growth [1] Freeze-Dried Product Development - The company currently has around 100 SKUs of freeze-dried products, which are increasingly represented in their flagship store, accounting for approximately 30% of the product offerings [2] - The company aims to enhance consumer shopping experiences by continuously developing freeze-dried products and expanding the variety available in stores [2] Integration with Baicaowei - The acquisition of Baicaowei in 2016 led to significant integration in product, channel, brand, storage, and management aspects during the 2016-2018 performance guarantee period [2] - 2019 marks the first year post-performance guarantee, with expectations for accelerated integration efforts [2] Online Sales and Market Position - In 2018, Baicaowei's online sales accounted for 90%, with approximately 80% of that from Alibaba and JD platforms [2] - Baicaowei's product categories include nuts, gift boxes, dried fruits, and meat snacks, showcasing a wide range of offerings [2] - By the end of 2018, Baicaowei had established partnerships with over 700,000 stores, including new retail channels like JD New Logistics and Best Logistics [3] Industry Overview - The Chinese snack food industry is rapidly growing, with projections indicating that the market size could exceed 1 trillion yuan in 2019 [3] - The top three players in the online snack market are Three Squirrels, Baicaowei, and Liangpinpuzi, holding a combined market share of around 25%, while the fourth and fifth players each hold about 1% [3]