Securities code: Guangzhou Shangpin Home Collection Co.Ltd(300616) securities abbreviation: Guangzhou Shangpin Home Collection Co.Ltd(300616)
Guangzhou Shangpin Home Collection Co.Ltd(300616)
Record of investor relations activities
No.: 2022002
■ specific object research □ analyst meeting
Investor relations activities
□ media interview □ performance briefing
category
□ press conference □ Roadshow
□ site visit ■ others (telephone conference)
Haitong Securities Company Limited(600837) , Xingzheng Global Fund, ABC Huili fund, Societe Generale fund, Fuguo fund, Yuanxin (Zhuhai) private equity fund, Haifutong fund, kangmand capital, General Technology Group Investment Management Co., Ltd. China Securities Co.Ltd(601066) securities, Shanghai Ivy asset management, Zhonghe capital, fangzhengfu participating unit bond fund, Wellington management group, Shanghai yanniu investment, derivatives Hangzhou Huisheng investment, Xinchao capital, Manlin (Shandong) fund, Shenzhen qianhaidingye investment, Guosen Securities Co.Ltd(002736) , Shenwan Hongyuan Group Co.Ltd(000166) securities, Yi Xin’an, Yude investment, China Securities Co.Ltd(601066) securities, Zheshang securities
Time: 10:00 am, March 22, 2022
Place Haitong Securities Company Limited(600837) teleconference
Receptionist of listed company
He Yubing, Secretary of the board of directors
Member name
1、 Main questions and answers:
Q: what are the company’s new initiatives in the process of business line adjustment this year?
Investor relations activity a: in recent years, the company has been settling in the field of assembly. We have accumulated a lot of valuable experience in the introduction of technology, supply chain and the whole process, which have laid a solid foundation for the promotion of our assembly strategy. Next, the company will certainly continue to dig deep on the assembly track and continue to accumulate technology and industry through assembly cloud and self assembly. For the traditional furniture business, because the number of stores and dealers of Guangzhou Shangpin Home Collection Co.Ltd(300616) and Weiyi customization are still small in the country, we still have great endogenous growth space and flexibility in the national investment promotion and distribution. This year, we will expand channels in a more positive state, accelerate the pace of investment promotion, and pay attention to sinking and filling in blank cities. Q: some peers have recently put forward the sales concept of bringing a large proportion of software support into the sales system. What does the company think? A: This is not a new concept. Since 2013, the company has included supporting products and integrated panel furniture, finished furniture and soft furniture to give consumers a better one-stop shopping experience. The company is happy to see such a marketing trend. The one-stop purchase of the whole house is also the development trend of the industry. Q: what is the source distribution and unit price of passenger flow of the company? A: the customer unit price of customized business has maintained a relatively stable trend in the past two years. However, the unit price of packaged customers will be much higher. From the perspective of passenger flow sources, the proportion of offline and other channels has continued to rise in the past two years, and offline service experience is very important. Q: what functions and features does a better home software need to have? What is the difficulty? A: there are many UNLISTED HOME software enterprises in the market. They prefer to sell the front-end and mainly do online design. They have weak ability to solve the back-end. After all, they don’t have a factory to do sufficient experiments. In recent years, large-scale furniture enterprises are also beginning to build their own R & D team. Therefore, the home software market has now formed such a situation: the services that third-party software service companies can provide are very limited, and the ability to help customized furniture enterprises and decoration enterprises is limited. The company needs its own investment and customized development to meet the deep-seated needs. This needs to be explored slowly. The challenge lies in the design software and designer training, as well as the communication and interaction efficiency between the design software and the back end. The designer’s ability to design a scheme quickly and systematically depends on the designer’s ability to understand the demands of consumers, rather than a good test of the designer’s ability to design a scheme quickly and systematically. On the basis of completing its own R & D software, how to get through the front and rear ends of the production line and how to place orders efficiently is a very challenging thing.
Q: what is the progress of cooperation between the company and JD? A: through cooperation between the two sides, the company hopes to first help JD establish an online system. In the past, it used to sell products online, and then solve how to sell services. We hope to bring more things in and out through online trading. On the other hand, through the research and development of SaaS platform in cooperation with jd.com, the company’s own SaaS service platform can also be quickly established to take a new look as a third-party service related enterprise. Third, flow and supply chain cooperation are also advancing rapidly. Q: what are the differences of various packaged business models in the market? A: the starting points of various packaging modes are different. Some companies put great emphasis on manufacturing and channels. The purpose of packaging is to sell products through channels. We take it technology thinking as the core and solve the pain points of customer needs as the purpose. Therefore, when facing our partners, we will think about how to participate in the whole process of assembly and how to transform the process to improve the customer experience. We wanted to be the brand of to C, so at that time, the company advocated to participate in the process of hard decoration digitization, informatization and assembly, that is, the company wanted to build industrialized assembly, so we invested in research and pilot in this aspect. Christmas bird assembly is the pilot of self operated assembly of the company; The whole cloud also enables small and medium-sized decoration enterprises in this direction. The R & D logic of the company in the whole packaging is: because we serve a large number of C-end consumers, the space and needs of each end consumer are different, so we need: Digital ability and digital description of space; Information ability, data can be circulated in the whole process; Finally, assembly capability. If the new generation of complete assembly does not develop towards assembly with the support of informatization and digitization, it is difficult to truly realize industrialization if it only depends on the construction of masters. At present, the industrialization of soft and hard decoration production is not enough, but the whole industrialization of design and installation is not enough. The industrialization of hard decoration depends on informatization, digitization and assembly. At present, we have done most of informatization and digitization, and will continue to improve after that. However, assembly will involve the application of materials, the maturity of technology and products, and the acceptance of consumers, which still needs to be precipitated. If the future informatization and digital assembly are completed and connected, the era of industrialized assembly will come.
Annex list (if any) none
