探路者(300005) - 2023年10月31日投资者关系活动记录表
TOREADTOREAD(SZ:300005)2023-10-31 15:50

Group 1: Market Trends and Company Positioning - The outdoor industry is experiencing a significant trend towards domestic brand replacement, with increasing market share for local brands due to rising consumer pride and recognition of domestic products [2] - The outdoor products market is expected to grow, driven by an expanding consumer base and increasing penetration of outdoor activities [2] Group 2: Company Strengths - The company's advantages include strong brand equity, a proprietary technology platform (TiEF), a diverse product range across multiple sports categories, and strong IP branding [3] - The company is committed to innovation and product upgrades to enhance overall profitability, with apparel products currently outperforming footwear and accessories in profitability [3] Group 3: Supply Chain and Production - The supply chain is divided into core factories and outsourced factories, ensuring quality control and timely delivery for key products [3] - The company aims to balance its focus between broad outdoor offerings and high-end products to showcase technical expertise [3] Group 4: Future Developments and Innovations - The company is exploring synergies between its chip business and outdoor products, particularly in smart equipment [3] - Future product launches will include advanced technology applications for outdoor enthusiasts, enhancing user experience and service quality [4]

TOREAD-探路者(300005) - 2023年10月31日投资者关系活动记录表 - Reportify