Group 1: Research and Development - The company's R&D investment accounts for a significant portion of profits, focusing primarily on design department salaries, which are part of a broader R&D process [1] - The R&D process involves multiple departments, including market analysis, product planning, and design, ensuring products meet market demands while controlling production costs [2] Group 2: Online Sales and Profitability - The gross margin for online channels is favorable, with the company actively measuring expected margins during promotional events like 618 and Double Eleven [2] - The company emphasizes maintaining daily sales profit margins and operates as a mid-to-high-end multi-brand company, focusing on brand value [2] Group 3: Brand Positioning and Market Strategy - The company remains committed to the mid-to-high-end children's clothing market, with its own brand "Shuihai'er" positioned in the mid-range and international brands like EMPORIO ARMANI and HUGO BOSS in the high-end segment [2] - There is potential for market opportunities in mid-range brands due to the rising consumer demand in county economies [2] Group 4: Future Business Development - The company may consider expanding into other categories like shoes or accessories in the future, but will primarily focus on children's apparel, leveraging its extensive experience in the market [2] - Current cash flow is stable, and the company has plans for low-risk investments with idle funds, avoiding aggressive investment strategies [2]
嘉曼服饰(301276) - 2023年3月10日投资者关系活动记录表