Tsev - Kev paub - Paub meej

Kev Nyeem Ntawv Cov Ntaub Ntawv|Smoore Daim Ntawv Qhia Txog Nyiaj Txiag Ib ntus (2): Qhov kev faib ua feem ntawm tus kheej lub lag luam tau nce mus rau 22%, thiab cov khoom lag luam cartridge tsis tuaj yeem ua rau poob ntawm cov khoom lag luam ib zaug.

Kev Nyeem Ntawv Cov Ntaub Ntawv|Smoore Daim Ntawv Qhia Txog Nyiaj Txiag Ib ntus (2): Qhov kev faib ua feem ntawm tus kheej lub lag luam tau nce mus rau 22%, thiab cov khoom lag luam cartridge tsis tuaj yeem ua rau poob ntawm cov khoom lag luam ib zaug.

数读|思摩尔中期财报(2):自有品牌业务占比提升至22%,换弹式产品难以弥补一次性产品下跌

Thaum Lub Yim Hli 19, Smoore International tau tshaj tawm nws daim ntawv tshaj tawm 2024 thawj ib nrab ntawm kev ua haujlwm. Daim ntawv tshaj tawm qhia tau hais tias pab pawg tau ua tiav cov nyiaj tau los ntawm kev muag khoom kwv yees li RMB 5,037,242,000 thaum lub sijhawm tshuaj xyuas, ib xyoos ib zaug txo qis ntawm kwv yees li 1.7%, thiab cov txiaj ntsig tag nrho ntawm RMB 1,914,597,000, a xyoo-rau-xyoo nce ntawm 3.2%. Ob qhov kev pom zoo tshaj plaws pom los ntawm kev sib txuas thiab tshuaj xyuas daim ntawv tshaj tawm tias Smoore cov qauv nyiaj tau los ntawm kev lag luam tau hloov pauv, thiab qhov kev faib ua feem ntawm nws tus kheej lub lag luam tau nce mus rau 22%. Tsis tas li ntawd, kev loj hlob ntawm cartridge-hom e-luam yeeb hauv kev lag luam xws li Europe yog qhov nyuaj los tsim kom muaj kev poob qis ntawm cov e-luam yeeb.
Nqe lus:
1. Cov kab lus no tsuas yog siv rau kev tshawb fawb hauv kev lag luam thiab tsuas yog rau kev sib txuas lus ntawm cov kws tshaj lij hauv kev lag luam.
2. Kab lus no tsis muaj kev kwv yees kev nqis peev, cov lus qhia, lossis cov lus pom ntawm lub lag luam peev.
3. Txwv tsis pub rau tus sau lub peev xwm tshaj lij, cov ntaub ntawv thiab kev tshuaj xyuas hauv kab lus no yuav tsum tsis txhob siv los ua lub hauv paus rau kev txiav txim siab. Tag nrho cov ntaub ntawv thiab cov ntaub ntawv yuav tsum ua raws li cov ntaub ntawv pej xeem thiab tshaj tawm ntawm cov tuam txhab cuam tshuam.
Editor's note: Thaum Lub Yim Hli 19, Smoore International (06969.HK) tau tshaj tawm nws 2024 thawj ib nrab ntawm cov ntawv tshaj tawm. Yav dhau los, ob lub siab tshaj plaws tau ua ib qho kev txheeb xyuas tus lej yooj yim ntawm daim ntawv tshaj tawm (nyeem kom paub meej: nyeem lej|Smoore daim ntawv qhia nyiaj txiag ib ntus: cov nyiaj tau los muag tau poob rau ob xyoos, thiab cov ntawv hloov pauv e-luam yeeb tau nce 22.5% tawm tsam cov qauv. hauv kev lag luam xws li Europe). Cov hauv qab no yog cov ncauj lus kom ntxaws ntxiv ntawm cov ntawv tshaj tawm los ntawm ob lub siab tshaj plaws.

[Original los ntawm ob lub siab tshaj plaws] Smoore's 2024 thawj ib nrab ntawm kev ua tau zoo qhia tau hais tias pab pawg tau ua tiav cov nyiaj tau los ntawm kev muag khoom kwv yees li RMB 5,037,242,000 thaum lub sijhawm tshuaj xyuas, ib xyoo-rau-xyoo txo ​​ntawm kwv yees li 1.7%, cov nyiaj tau los tag nrho ntawm RMB 1,914,597,000, ib xyoos ib zaug nce ntawm 3.2%, thiab cov nyiaj tau los ntawm RMB 683,198,000, ib xyoos-rau-xyoo txo ​​ntawm 4.8%. Cov hauv qab no yog cov yam ntxwv uas tau txheeb xyuas thiab txheeb xyuas los ntawm ob qho tseem ceeb raws li cov ntsiab lus ntawm Smoore daim ntawv tshaj tawm nyiaj txiag lub sijhawm no:

Cov nyiaj tau los ntawm kev muag khoom tau poob qis xyoo-rau-xyoo rau ob xyoos sib law liag

Los ntawm kev sib piv Smoore's 2023 thiab 2024 cov ntawv ceeb toom ib ntus, ob qhov tseem ceeb tau pom tias lub tuam txhab cov nyiaj tau los ntawm kev muag khoom tau poob rau ob xyoos sib law liag, nrog kev poob qis ntawm 9.4% thiab 1.7% feem.

Lub tuam txhab cov qauv kev lag luam tau hloov pauv, thiab feem ntau ntawm nws tus kheej-brand lag luam tau nce los ntawm 12.7% mus rau 22.1%

Kev loj hlob sai ntawm Smoore tus kheej lub lag luam yog ib qho ntawm cov ntsiab lus tseem ceeb ntawm Smoore's 2024 daim ntawv tshaj tawm ib ntus. Piv nrog rau tib lub sijhawm xyoo 2023, lub tuam txhab muag cov nyiaj tau los ntawm nws tus kheej lub lag luam tau nce los ntawm RMB 648,852, 000 rau RMB 1,115,607,000, ib xyoos ib zaug nce ntawm 71.9%, thiab qhov kev faib ua feem ntawm qhov kev lag luam no tau nce los ntawm 12.7% mus rau 22.1%. Nws tuaj yeem pom tias Smoore txoj kev lag luam cov nyiaj tau los tau hloov pauv, thiab qhov kev faib ua feem ntawm nws tus kheej lub lag luam tau nthuav dav ntxiv.

Tebchaws Europe thiab lwm lub lag luam: Kev loj hlob ntawm cov luam yeeb hom e-luam yeeb yog qhov nyuaj rau kev poob qis hauv e-luam yeeb.

Kev txwv tsis pub hloov pauv hauv European txoj cai tswjfwm, kev muag khoom ntawm cov khoom siv pov tseg e-luam yeeb tau poob qis thiab tab tom hloov mus rau hom cartridge lossis cov khoom qhib. Smoore daim ntawv tshaj tawm qhia tau hais tias cov nyiaj tau los ntawm kev muag khoom ntawm cov neeg siv khoom lag luam hauv Tebchaws Europe thiab lwm lub lag luam tau pom qhov kev poob qis, qis dua 16% xyoo-rau-xyoo, thiab nws feem ntawm tag nrho cov nyiaj tau los tau poob los ntawm kwv yees li 45.9% nyob rau tib lub sijhawm xyoo tas los txog. 39.3% hauv lub sijhawm tshuaj xyuas.

Tus naj npawb ntawm cov neeg ua haujlwm hauv Suav teb tau txo qis los ntawm 4,243, ib xyoos ib zaug poob ntawm 27%, thiab cov neeg ua haujlwm txawv teb chaws tau nce los ntawm 464, ib xyoos ib zaug nce ntawm 36%.

数读|思摩尔中期财报(2):自有品牌业务占比提升至22%,换弹式产品难以弥补一次性产品下跌

Cov ntaub ntawv: Smoore|Graphics: Ob tug Supremacies

数读|思摩尔中期财报(2):自有品牌业务占比提升至22%,换弹式产品难以弥补一次性产品下跌

Cov ntaub ntawv: Smoore|Daim Ntawv Qhia: Ob Qhov Siab Tshaj Plaws

Raws li lub rooj, txij li thawj ib nrab ntawm xyoo tas los, tus naj npawb ntawm Smoore cov neeg ua haujlwm txawv teb chaws tau nce ntxiv, thaum cov neeg ua haujlwm hauv Suav teb tau poob qis. Los ntawm kev sib piv cov ntaub ntawv, tus naj npawb ntawm cov neeg ua haujlwm txawv teb chaws tau nce 36% xyoo-rau-xyoo, thaum tus naj npawb ntawm cov neeg ua haujlwm hauv Suav teb tau txo los ntawm 4,243, ib xyoos ib zaug poob ntawm 27%. Tshwj xeeb, los ntawm kev sib piv Smoore's 2023 daim ntawv tshaj tawm txhua xyoo thiab 2024 daim ntawv tshaj tawm ib ntus, nws tuaj yeem txiav txim siab tias lub sijhawm txij li Lub Rau Hli 30, 2023 txog Lub Kaum Ob Hlis 31, 2023, Smoore tau ua tiav qee qhov kev ua haujlwm zoo ntawm cov neeg ua haujlwm, thiab cov neeg ua haujlwm hauv Suav teb tau ruaj khov. txij xyoo no.

Atomization kev kho mob thiab cov khoom siv hluav taws xob tsis kub yog qhov tseem ceeb R & D kev loj hlob

Hauv thawj ib nrab ntawm lub xyoo no, Smoore tag nrho cov kev siv nyiaj R & D tau nce los ntawm 23.7% xyoo-rau-xyoo, ntawm cov khoom siv tshuaj atomization thiab kub-tsis-hlwb yog cov laj thawj tseem ceeb rau kev nce R & D kev siv nyiaj, uas tuaj yeem txiav txim siab Smoore txoj kev xaiv. rau kev txhim kho cov khoom lag luam yav tom ntej.

"Kev txo nqi thiab kev txhim kho kev ua tau zoo" raws li cov lus tseem ceeb, cov khoom lag luam cov nqi txo

Ob lub Supremes tau sau tseg tias nyob rau hauv Smoore's 2024 daim ntawv tshaj tawm ib ntus, "kev txo nqi thiab kev txhim kho kev ua tau zoo" tau hais ntau zaus, tshwm sim plaub zaug hauv ntau qhov chaw ntawm tsab ntawv ceeb toom, thaum nws tsuas yog tshwm sim ib zaug hauv 2023 daim ntawv tshaj tawm ib ntus. Cov ntaub ntawv qhia tau hais tias Smoore cov khoom siv raw cov nqi suav nrog cov nyiaj tau los poob qis, los ntawm 49.8% hauv tib lub sijhawm xyoo tas los rau 47.9% xyoo no. Qhov laj thawj tseem ceeb ntawm kev poob qis hauv kev faib ua feem yog lub tuam txhab kev txhawb nqa ntawm cov khoom lag luam txo nqi thiab kev txhim kho kev ua haujlwm thiab txo cov nyiaj tau los ntawm cov khoom siv hluav taws xob pov tseg atomization.

Atomization cov cuab yeej siv kho mob tau pom zoo los ntawm European thiab Asmeskas cov chaw kuaj tshuaj

Smoore tau hais tias thaum lub sijhawm, nws ua tiav qhov kev txhim kho thiab tsim cov txheej txheem ntawm ntau cov tshuaj xa khoom rau kev mob ntsws asthma thiab mob ntsws obstructive pulmonary thiab kev txhim kho ntau tshaj li kaum ob cov tshuaj npaj. Cov kev npaj thiab cov khoom siv tau raug pom zoo los ntawm European thiab Asmeskas cov koom haum kuaj tshuaj thiab tau nkag mus rau theem ntawm kev kho mob ua ntej lossis sau npe batch ntau lawm. Lawv tseem tsis tau pom zoo rau npe.

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