东易日盛(002713) - 东易日盛投资者关系活动记录表

Group 1: Market Environment and Policy Impact - The market environment showed improvement in Q1 2023, but consumer confidence declined in Q2 2023 due to various factors [2] - Recent government measures, including policies to "ensure delivery of buildings" and promote home consumption, are expected to benefit the company directly [2] - Policies aimed at promoting housing demand and urban village renovations are particularly advantageous for the company, which operates mainly in large cities [2] Group 2: Digital Home Decoration Products - The company introduced a new "digital home decoration" product in 2022, which utilizes digital technology to enhance customer experience and operational efficiency [2] - Key components of the digital system include a digital marketing acquisition and conversion system, a design system (AIGC and DIM+), and a SaaS-based intelligent operation management system [3] - The digital tools improve customer engagement and transparency, addressing common consumer concerns in the home decoration industry [3] Group 3: Changes and Benefits from Digitalization - Customer experience and satisfaction have improved, with the time from customer entry to signing contracts significantly reduced, achieving contracts in as little as half a day [3] - The digital model allows for bundled sales of materials and furnishings, increasing average transaction value [3] - The use of vertical supply chains has reduced material costs, leading to improved gross margins and competitive pricing [3] Group 4: Future Plans and Goals - The company aims to continue iterating on existing products and develop new tools, such as AI supervision, to enhance customer satisfaction and operational efficiency [4] - With the stimulus from real estate and home decoration policies, the company expects to improve operational quality and reduce losses significantly in 2023 [4] - The long-term goal is to expand market share and achieve technology output, positioning the company as a technology-driven entity in the home decoration sector [4]