敷尔佳(301371) - 2023年12月7日投资者关系活动记录表

Growth Drivers - The company's functional skincare and medical patch products have gained significant market acceptance, particularly in medical dressing products [3] - Sufficient funds and profitability allow the company to invest in higher quality products and enhance R&D efforts [3] - The company is expanding its R&D capabilities in both Harbin and Shanghai, aiming to attract high-tech talent and collaborate with external research institutions [3] Acquisition Plans - The company is considering future acquisitions in related industries but will proceed cautiously and not rush into decisions [4] Channel Strategy - The company plans to maintain a balanced online and offline sales strategy, with an increasing focus on online channels while dynamically adjusting sales strategies based on market conditions [4] - Future offline channels will include diverse sales networks such as medical institutions, beauty salons, retail pharmacies, and supermarkets [4] E-commerce Development - The e-commerce team currently consists of over 100 members, with plans to separate traditional e-commerce from emerging media platforms like Douyin and Kuaishou [4] - Recent collaborations with influencers on platforms like Douyin and Kuaishou have led to rapid growth in e-commerce sales, particularly for new product categories [4] Profitability Outlook - Overall online profit margins are expected to decline in the future due to industry trends [4] Consumer Demographics - The majority of the company's consumers are women aged 18-35, with a significant market presence in East and South China [4] Product Development - The company plans to launch new products, including supermolecular technology essence water and collagen-based creams, in the coming year [4] - Most products are self-manufactured, with some cosmetics produced through outsourcing [5] Pricing Strategy - The company will not lower product prices but will focus on differentiated competition to enhance brand recognition and loyalty [5] Decision-Making Process - The product development process is driven by market demand, involving thorough market analysis and collaboration between R&D, sales, and marketing teams [5] Future Product Launches - Collaborations are in place for the development of injectable products, which will undergo extensive testing before market release [5]