周大生(002867) - 2023年9月4日-9月5日投资者关系活动记录表

Group 1: Store Operations - The annual store opening target remains unchanged [3] - In the first half of the year, more comprehensive stores were opened compared to classic stores [3] - The franchise store closure rate for the first half of 2023 is 2.9%, excluding closures due to site changes or changes in operating entities [3] - The distribution of stores in first and second-tier cities accounts for 31.28%, while those in third and fourth-tier cities account for 68.72%, showing a slight increase in first and second-tier city stores compared to the end of 2022 [3] Group 2: Product Positioning - Classic stores focus on Eastern cultural trends and are more aligned with current fashion trends among young people [3] - Comprehensive stores are positioned as mid-to-high-end, while classic stores have a higher-end product positioning with more refined craftsmanship and store decoration [3] - Classic stores primarily focus on gold products, with investment mainly in gold inventory, while diamond products are sold on consignment, reducing opening costs [3] Group 3: Online Business Performance - Online business revenue for the first half of the year reached 1.155 billion yuan, a year-on-year increase of 91.33% [3] - Revenue from Tmall was 514 million yuan, from JD.com was 308 million yuan, and from Douyin was 179 million yuan [3] Group 4: Investor Relations - The investor relations activity included a total of 25 investors participating in a teleconference [2] - The meeting was attended by the Chairman and General Manager, as well as the Secretary of the Board and Deputy General Manager [3] - The company ensured that all disclosed information was true, accurate, complete, timely, and fair, with no significant undisclosed information leaks [4]