TOREAD(SZ:300005)2022-12-07 08:36Group 1: Investor Relations Activities - The company engaged in various investor relations activities, including analyst meetings and specific target research [1] - Participants included representatives from multiple investment firms, showcasing a diverse interest in the company's performance [2][3] Group 2: Company Strategy and Market Potential - The outdoor products market in China has significant growth potential compared to developed countries, indicating a large market opportunity [4] - The company plans to shift focus from channel management to user-centric operations, emphasizing product quality and community engagement [4] Group 3: Business Segments and Ecosystem Development - The company aims to build a user-sharing outdoor ecosystem, expanding its brand portfolio to include niche markets like skiing and cycling [4][5] - Future developments will include multi-brand outdoor products, wearable devices, and O2O retail resources [4] Group 4: Technological Integration and Cloud Services - The establishment of "Tread Cloud" aims to enhance service efficiency and user engagement through a comprehensive digital platform [5] - The company recognizes the need for IT investment and talent acquisition to support its digital transformation [7] Group 5: Partner System and Internal Innovation - The company is implementing a partner system to foster internal entrepreneurship and innovation, allowing employees to take ownership of projects [5][6] - The focus is on maintaining user and employee satisfaction as core operational metrics [5] Group 6: Future Opportunities in Travel Industry - The travel industry in China presents substantial growth opportunities driven by urbanization and consumer upgrades [8] - The company plans to integrate resources across various sectors, including tourism finance and outdoor bases, to enhance its market position [8]