北鼎股份(300824) - 北鼎股份调研活动信息

Group 1: Financial Performance - The revenue from health pots is steadily increasing, but its relative share in the overall appliance category is decreasing [1] - In the first half of this year, the revenue from supplies and ingredients has surpassed that of health pots [2] - The revenue share of electric kettles and toasters has reached double digits [2] Group 2: Brand and Market Strategy - The company maintains a cost-based pricing strategy, focusing on consumer pain points and understanding demand [3] - The speed of new product launches has significantly increased compared to the previous period, with a focus on consumer needs and pain points [3] - The company has opened 17 offline stores, with 12 currently retained, aiming to enhance brand image and consumer experience [4] Group 3: Supply Chain and Cost Management - The impact of shipping issues on OEM business is short-term, as the company operates on FOB terms [4] - The overall price level of raw materials remains high, but some materials like chips have seen relief [4] - The company has established a dynamic pricing negotiation mechanism for OEM business, while maintaining cost-based pricing for its own brand [4] Group 4: Growth and Future Planning - The company does not focus on quantifiable KPIs related to sales and profits, prioritizing brand integrity and consumer interests [5] - The business logic is centered around improving consumer experiences in the food and beverage sector by launching more products [5]