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.: 2022003
■ specific object research □ analyst meeting
Investor relations activities
□ media interview □ performance briefing
category
□ press conference □ Roadshow
□ site visit ■ others (telephone conference)
Everbright Securities Company Limited(601788) , Orient Securities Company Limited(600958) asset management, Societe Generale fund, Wells Fargo fund, horizon asset
Participating units
Management, Ping An pension, Samsung assets (Hong Kong), Shaoxia capital
Time: 3:00 pm, March 24, 2022
Place Everbright Securities Company Limited(601788) teleconference
Receptionist of listed company
He Yubing, Secretary of the board of directors
Member name
1、 Main questions and answers:
Q: does the company have any plans to cooperate with large decoration enterprises this year? Does the company have enabling space for large decoration enterprises?
A: in the first quarter of this year, the company reached cooperation with Qiansi decoration, and will continue to promote cooperation with large decoration enterprises in the future. In terms of empowerment, the company’s o2o drainage ability, product personalization and investor relations activities
The installation capacity of these enterprises can match very well.
Introduction to main contents
Q: what are the plans for direct sales and franchise stores this year?
A: there will not be much change in Direct stores, and self operated franchise stores will increase. Self operated cities will still expand in the mode of Direct stores + self operated franchise stores. The number and speed of investment attraction of franchise stores in other cities will also be accelerated, and attention will be paid to sinking and filling the blank cities.
Q: are there any requirements for the proportion of stores in shopping centers now? A: there is no mandatory requirement for channel sinking, and the location of store opening is mainly based on the flow of people. Q: how effective is the store partner plan? A: the effect of Direct stores is good. This form will continue to be done in depth and applied to other business modules and levels. The thinking of operation and partnership will gradually replace the simple thinking of working, and finally become a state of vitality and gradual flattening of management. 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 is the company’s core competitive advantage? A: we started as an IT enterprise, so one of our important core competitiveness is the digital ability. In the past, we were oriented to soft decoration and customized furniture, and in the future, we will be oriented to the digital ability of the whole home space. The cooperation and delivery of all links involve a large amount of digital accumulation and processing. The digital ability of the enterprise is also a necessary ability for the future packaging industry (large-scale). Q: last year, many enterprises were also entering the field of assembly. What are the advantages and disadvantages of the company’s assembly mode? A: the landing business is very different for different integrated modes. Some only provide customized furniture for decoration enterprises, which has the advantage of relatively light assets. In contrast, our whole packaging mode covers many main and auxiliary materials, which are relatively heavy, but the subsequent cooperation with JD can be solved with the help of JD’s strong supply chain capability. In terms of self-supporting decoration, the company’s Christmas bird decoration mode is very unique, and it is difficult to find friends who do similar business. Some decoration companies may also be doing the whole decoration service integrating software and hardware. Compared with such companies, our advantage is to have soft and hard decoration
And the matching rate of soft decoration is very excellent. It is very difficult for traditional home decoration companies to integrate soft decoration into hard decoration. In addition, our excellent and solid technology and digital thinking are also a very important ability in the exploration of assembly mode. Our model is really difficult and needs to be done for a long time. It can’t be achieved overnight, but there is a lot of space.
Annex list (if any) none
