What happened
Delma announced on September 3 that it welcomed a research visit from 23 institutional investors the same day, including CICC Capital.
Deputy General Manager and Board Secretary Sun Fei received the investors and participated in the Q&A session.
When asked about the long-term outlook for the small home appliance industry and its future priorities, Delma said the sector is transitioning from a traffic-driven channel model to a phase of stock competition and consumption upgrades, while acknowledging short-term pressures such as a slower-than-expected consumption recovery, intensifying price competition, and channel restructuring.
Why it matters
The research visit indicates continued investor attention on Delma's strategy within a changing small appliance market.
Delma's comments highlight the broader challenges facing the sector, offering insight into the competitive and structural dynamics it expects to navigate.
Key facts
Delma hosted 23 institutional investors, including CICC Capital, on September 3.
Sun Fei, deputy general manager and board secretary, was among the company representatives at the meeting.
Delma described the industry as moving from a traffic-channel-driven model toward stock competition and consumption structure upgrades.
Near-term pressures cited by the company include consumption recovery pace, market price competition, and channel adjustments.
What to watch next
Whether Delma will share more concrete plans to address the industry's short-term pressures and position itself for the transition it outlined.
Any follow-up disclosures about its future development focus as the sector's competitive landscape evolves.