Delian Group(SZ:002666)2022-12-07 09:31Group 1: Company Overview and Strategy - Guangdong Delian Group aims to target customers who have shifted from 4S stores to 2S stores, avoiding direct competition with 4S stores [4] - The company plans to achieve an O2O (Online to Offline) closed loop for automotive after-sales service, integrating both self-produced and third-party automotive parts on its online platform [4][5] - Delian Group is a first-tier supplier to automotive manufacturers, which is a fact that the company intends to promote [5] Group 2: Pricing and Market Impact - The company negotiates prices with automotive manufacturers once a year, maintaining stable pricing under normal market conditions [5] - The recent significant drop in international oil prices is expected to have a positive impact on the company, although the effect will be gradual due to existing safety stock [5] Group 3: Operational Aspects - The logistics for the 2S store project will utilize existing distributors as service providers, leveraging their established channels for delivery to save on resource reconstruction [6] - The operational team for the 2S store project has been appropriately arranged, with plans for a meeting to be scheduled at a suitable time [5]