尊敬的各位投资者与分析师朋友,大家下午好,欢迎大家参加由国振国际和路演中联合举办的国振国际策略会上市公司路演大会。我是本场的会议主持人国振国际分析师汪洋,本场会议我们是非常荣幸邀请到了交过朋友公司的投资者关系团队的谭总和孟总来与我们进行交流,协助我们进一步了解公司的企业文化和思想。 公司的更新动态那投资者当中如果有任何问题可以随时在参会界面的问答区输入文字提问稍后交由我来带位念出那首先我们进入上市公司的发言环节就请孟总先介绍一下公司的这个最新的一些屹立情况孟总好的谢谢王总各位好非常感谢大家的时间我们是交友朋友控股有限公司股票代码1450我们在港股上市 然后接下来我来给大家简单介绍一下公司的情况2024年上半年公司累计时间GMV近60亿元人民币同比增长18.3%2024年第三季度那我们也自愿公告了约 88.6亿元同比增长18.44那我们上半年的收入同比增长43.8至6.2亿元金利润同比增加93.8至8381万元那我们经调整的金利润也达到了1.1亿元目前我们开播的直播间数量超过50个是目前新媒体领域拥有直播间数量最多的机构 那直播粉丝数也超过6800万那在双11后我们也更新了数据那如果把全网新浪微博以及小红书等平 ...

Industry Investment Rating - The report highlights the potential of the "industry belt + live streaming" model to revitalize traditional industries, particularly in the Nantong home textile industry belt [1][2] Core Viewpoints - The integration of live streaming with industry belts is creating new momentum for industrial transformation, especially in the Nantong home textile industry [1][2] - Live streaming enables direct interaction between factories and consumers, reducing intermediate links and improving market responsiveness [20][24] - The "industry belt + live streaming" model promotes digital transformation and brand building for source factories [25][26] Case Studies Case 1: Home Textile Factory's New Approach - A Nantong home textile factory shifted from traditional offline sales to a "industry belt + live streaming" model, achieving online sales surpassing offline sales [20] - The factory leveraged live streaming to directly interact with consumers, collect market feedback, and adjust product strategies in real-time [20] - Live streaming also enhanced brand exposure and sales conversion, with the factory's brand gaining significant traction within a year [20] Case 2: "Jiaoyou Pengyou" (Make Friends) New Practice - "Jiaoyou Pengyou" transitioned from a celebrity-driven model to focusing on promoting industry belt products through live streaming [21] - The platform established "super factory" live streaming rooms to showcase products directly from factories, enhancing brand influence and consumer trust [21] - By integrating supply chain resources, the platform provided a "three truths" service system: genuine factory products, industry-low prices, and sincere after-sales service [21] Development Momentum Post-Integration Source Factories - Live streaming helps source factories establish stable sales channels and reduce dependency on large clients [24] - Direct consumer interaction through live streaming allows factories to quickly adjust production and design strategies based on market feedback [24] - The model enables small-scale factories to build niche brands by leveraging the internet's ability to aggregate small audiences into significant customer bases [25] Industry Chain - The Nantong home textile industry chain is transitioning from a cost-driven to an innovation-driven model, emphasizing product development and design [29] - Live streaming enhances the synergy and responsiveness of the industry chain, with digital technologies like smart production and logistics improving efficiency [30] - The model fosters the formation of brand leaders within the industry belt, driving the adoption of advanced productivity and innovation [31] Nantong Home Textile Industry Belt - Nantong's home textile industry, accounting for 50% of the market share, is leveraging digital transformation to enhance its global competitiveness [32] - The industry has adopted digital technologies in production, improving efficiency by 30%, and has established live streaming ecosystems to boost sales [32] - The integration of live streaming is helping Nantong shift from low-cost manufacturing to trendsetting in design and user insights [32] Future Development and Recommendations - The "industry belt + live streaming" model requires collaboration among government, enterprises, and platforms to address challenges like policy support, talent shortages, and technological innovation [36][41] - Platforms like "Jiaoyou Pengyou" are encouraged to continue integrating resources, expanding market channels, and cultivating talent to drive high-quality development of industry belts [42]