Workflow
爱施德(002416) - 2021年12月27日投资者关系活动记录表
002416aisidi(002416)2022-11-21 15:36

Group 1: Company Overview - The company specializes in digital distribution and retail, serving as a primary agent for brands like Apple, Honor, and Samsung in China [1] - It maintains long-term strategic partnerships with well-known domestic and international brands and telecom operators [3] - The company has over 30 branches and offices across 31 provincial regions, covering T1-T6 channels and 100,000 mobile stores [3] Group 2: Business Expansion and New Ventures - The company is actively expanding its service network in the 3C digital field, including small appliances, smart speakers, and drones [3] - It is innovating in new business areas such as smart health product design, sales of liquor, and distribution of tea and personal care products [3] - The company is building a new retail infrastructure platform to connect brands, retailers, and consumers efficiently [3] Group 3: Performance and Market Outlook - The company expects strong performance in Q4 2021 due to the launch of new Apple products and a new replacement cycle [3] - As a major channel partner for Honor, the company anticipates an increase in market share with the launch of the Magic3 and Honor 60 series [3] Group 4: E-cigarette Business Development - The company has expanded its partnership with RELX, a leading brand in the e-cigarette sector, operating over 7,000 stores nationwide [4] - It is also developing rapidly in overseas markets, contributing significantly to RELX's sales growth [4] Group 5: Digital Transformation - The company is constructing a new retail infrastructure platform in the digital economy era, collaborating with major e-commerce and live-streaming platforms [5] - It has established a flagship store on Tmall, enhancing the digital capabilities of offline retail stores [5]