博士眼镜(300622) - 2024年8月30日投资者关系活动记录表

Group 1: Investor Relations Activities - The company engaged in specific object research and analyst meetings [1] - Various investment management firms participated in the activities [1] Group 2: Joint Venture with Thunderbird Innovation - The company signed a framework agreement with Thunderbird Innovation to establish a joint venture with a registered capital of RMB 15 million [3] - The company will contribute RMB 3 million for a 20% stake, while Thunderbird Innovation will invest RMB 12 million for an 80% stake [3] Group 3: Store Opening and Closure - In the first half of 2024, the company opened 28 new stores, including 19 direct-operated and 9 franchised stores [4] - The company closed 13 stores, all of which were direct-operated, resulting in a total of 530 stores as of June 30, 2024 [4] Group 4: Functional Lens Penetration Rate - Functional lenses (excluding blue light blocking lenses) accounted for 32.04% of total lens sales in the first half of 2024, a year-on-year increase of 45.29% [4] - The sales of defocus lenses grew by 24.12%, while fatigue-relief lenses saw a significant increase of 113.85% [4] Group 5: Online Channel Strategy - The company's online transaction total (GMV) reached RMB 98.39 million in the first half of 2024, a 0.93% increase year-on-year [4] - Online sales accounted for 14.49% of the company's total revenue, with significant growth in self-branded optical lenses on platforms like Tmall and JD [4]