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元隆雅图(002878) - 2019年4月23日投资者关系活动记录表
002878YLYT(002878)2022-12-03 10:50

Group 1: Business Overview - The company primarily provides integrated marketing services to Fortune 500 companies and well-known domestic enterprises, focusing on creative design and supply of promotional gifts, digital promotion services, and new media marketing [1] - In 2018, the revenue from promotional gifts accounted for 80% of the company's total revenue, which exceeded 1 billion [1] - The company is the only publicly listed firm specializing in promotional products in the media industry's offline marketing sector [1] Group 2: Client Engagement and Contracting - The company generally adopts a "framework agreement + specific orders" model for client engagement, with framework agreements typically lasting 1-2 years and automatically renewed [2] - Major clients include HP, Nestlé, and Huawei, with Nestlé's revenue growth significantly driven by digital marketing services [2][3] - The company has maintained a stable workforce of around 400 employees, with each business unit staffed according to workload and order volume [3] Group 3: Competitive Advantages - The company boasts strong design and R&D capabilities, with its art director being a professor from Tsinghua University [2] - It has a robust supply chain management system involving over 1,000 suppliers, allowing for quick response to orders [2] - The company has accumulated over 3,000 supplier resources in its 20+ years of operation, enhancing its competitive edge [2] Group 4: Market Trends and Future Strategies - The company plans to increase market share by focusing on foreign enterprises, which have more standardized management practices [2] - The acquisition of Qianma is expected to enhance the company's new media marketing segment and facilitate integrated online and offline marketing services [3][4] - The company is exploring opportunities in the financial sector, targeting major banks and financial groups for digital marketing needs [4] Group 5: Risks and Challenges - The company aims to reduce dependency on its top five clients by expanding its client base [4] - Potential risks include the need to strengthen efforts in developing core major clients [4] - The management team is considered stable and motivated, reducing the likelihood of high-level departures [4]