来源：Gangtise投研

量子之歌（QSG）在2025财年第一季度业绩电话会中，分享了公司业务转型、财务状况、宏观经济和政策影响、客户价值、资本配置以及电商业务发展预期情况。公司积极转型以服务中国快速增长的银发经济，通过开发健康、养生和个人充实的产品与服务，聚焦银发经济构建综合生态系统。本季度总营收为810.4万元，同比下降6.8%，但毛利润和净收入保持稳定，运营成本下降18.8%。公司预计客户获取成本将下降，客户终身价值将上升。资本配置策略旨在推动可持续增长和长期股东价值，平衡股东回报和战略增长投资。电商业务处于早期阶段且增长稳定，未来将专注于提高线上线下运营能力，提供高质量自有品牌产品，确保长期可持续增长。

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