極米科技(688696.SH):公司認為海外投影市場有較大增長空間
格隆匯11月24日丨極米科技(688696.SH)投資者關係活動記錄表顯示,海外市場是公司非常重要的戰略之一,極米科技花了大概六七年時間做到了中國投影市場第一,但極米的目標是在這個細分領域做到全球第一,所以海外市場志在必行。我們認為目前中國產品出海仍有紅利,公司產品的競爭力、中國的供應鏈優勢以及跨境電商的興起等,都為產品出海創造了一個良好的條件。
公司目前產品出海佈局更多集中在發達國家,產品已經進入日本、歐洲、美國等區域市場銷售,東南亞以及中東等新興地區公司也正在佈局探索中。公司持續推進海外渠道建設,除亞馬遜、日本樂天等主流線上渠道外,公司產品已經進入包括BestBuy、Media Markt、Saturn、Fnac、Darty、EI Corte Ingles、Bic Camera、蔦屋家電、友都八喜等在內的海外零售渠道。
目前海外收入佔公司整體收入不到 30%,比例還不算高。公司認為海外投影市場有較大增長空間,但前提是要做好產品和消費者教育,需要用長期發展的眼光看待海外市場。
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