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曼卡龙(300945) - 2022年6月22日投资者关系活动记录表1
MCLONMCLON(SZ:300945)2022-11-17 15:04

Group 1: Business Performance - Same-store sales growth has exceeded last year's levels as of June [1][2] - Gold sales continue to dominate overall sales, maintaining a higher proportion than embedded products, similar to 2021 [2] - The impact of events like 520 and the "Love Show" has contributed to growth in certain diamond categories, with potential long-tail effects in June [2] Group 2: E-commerce Strategy - E-commerce performance has shown growth compared to last year, with significant investments across various platforms including Tmall, Xiaohongshu, and Douyin [2] - During the 618 shopping festival, the jewelry category ranked 4th in GMV on Tmall, with other channels also experiencing noticeable growth [2] Group 3: Consumer Education and Marketing - The recognition of cultivated diamonds among consumers is still low, prompting the need for increased investment in advertising and marketing [2] - The company aims to educate consumers about the cultivated diamond industry while observing actual consumer demands [2] Group 4: Expansion Plans - The company's store opening strategy focuses on core business districts, with plans for experience stores and image stores to capture online traffic [2] - There are intentions to open franchises in second and third-tier cities to tap into lower-tier markets [2]