Group 1: Policy Impact on Sales and Market Dynamics - The implementation of the old-for-new subsidy policy is expected to enhance sales and improve the penetration rate of smart toilets, with online platforms showing quicker growth in replacement consumption demand due to their convenience in participating in subsidy policies [1] - The policy is anticipated to positively influence the sales structure of products and the overall market demand, although there may be a delay in the transmission of sales from dealers to the company [1] - The old-for-new subsidy policy will further standardize industry participants, increase industry concentration, and stimulate consumer demand for replacements, leading to sustained growth in replacement business and consumption [1] Group 2: Company Strategies and Initiatives - The company plans to continuously monitor policies and actively collaborate with offline and online stores to seize growth opportunities presented by these policies [2] - The company will enhance the renewal service capabilities of dealers by providing comprehensive training and support, covering everything from basic to professional renovation services [2] - To improve profitability, the company aims to optimize product sales structure, refine cost-reduction measures for various categories, and enhance promotional policies to boost gross margins [2]
箭牌家居(001322) - 箭牌家居投资者关系管理信息