Group 1: Impact of COVID-19 - The impact of the pandemic on the brands Haji Si and Hia Bu Shi is minimal, with both brands still in a rapid growth phase [2] - There is significant room for expansion in offline store openings for these brands [2] Group 2: Store Expansion Plans - The company has been cautious in expanding physical stores over the past two years due to the pandemic, but plans to continue expansion in untapped markets once the situation improves [2] Group 3: Brand Performance - In the first half of the year, Haji Si experienced the fastest growth, followed by Hia Bu Shi, as both brands are still in a rapid growth phase [3] Group 4: Competitive Landscape - The company operates in the mid-to-high-end children's clothing sector with a diverse brand matrix, facing competition from brands like Yilian, Fila, and Jiangnan Buyi [3] - The impact from sports brands entering the children's clothing market is limited due to the company's differentiated brand positioning [3] Group 5: Pricing Strategy - The company maintains a stable discount rate due to its focus on mid-to-high-end brands, which possess a certain level of brand premium [3]
嘉曼服饰(301276) - 2022年9月22日投资者关系活动记录表