乐歌股份(300729) - 乐歌股份调研活动信息

Group 1: Company Overview - Lege Ergonomics Technology Co., Ltd. was established in 2002 and is a national high-tech enterprise focused on ergonomic health office and home products [1] - The company specializes in the research, production, and sales of ergonomic health office solutions, including smart height-adjustable desks and fitness bikes [2] Group 2: Market Position and Competition - Lege differentiates itself from competitors like Jiechang and Kaidi in terms of business models, product structures, and market layouts [2] - The company is affected by the US-China trade war, with a tariff list of 300 billion impacting its product line, prompting resource integration to mitigate the impact [2] Group 3: Financial Performance and Strategy - The company has experienced a decline in sales expenses, particularly in overseas markets, and is looking to enhance domestic marketing efforts [2] - Recent partnerships, such as signing Sun Yang as a brand ambassador, are expected to positively influence brand recognition and market education [2] - The company is adjusting its product structure in response to a decline in first-quarter performance, with future performance updates to be provided in earnings forecasts and semi-annual reports [2] Group 4: Employee and Operational Insights - There has been a decrease in employee numbers, but the company is simultaneously improving automation in its manufacturing processes [2] - The previous year's equity incentive plan did not cover senior executives due to their existing shareholdings, focusing instead on core business and technical personnel [2] Group 5: Future Directions - The company is open to exploring new acquisition opportunities that align with its development strategy and can create synergistic effects [3]