開能健康(300272.SZ):目前公司水處理產品已進入全球100多個國家與地區 合作伙伴覆蓋全球
格隆匯1月15日丨開能健康(300272.SZ)近期在接待機構投資者調研時表示,海外市場廣闊,公司淨水器產品的國產化替代空間顯著。與國內市場不同,歐美市場在淨水器方面已經養成消費習慣,淨水器成為一種剛需商品。作為全球最大的淨水機市場,歐美淨水機品牌眾多,技術、價格、服務方面存在激烈競爭,歐美品牌佔據主導地位。而國產品牌份額雖不高,但對比外國品牌有顯著的性價比優勢。以北美市場為例,近幾年由於疫情原因消費者收入下滑,但淨水機對當地消費者屬於剛需產品,開能的淨水機因其性價比優勢,近幾年北美市場收入反而大幅提升。近三年北美子公司的平均毛利率為42.39%,高於報吿期內集團的整體毛利率。
目前公司水處理產品已進入全球100多個國家與地區,合作伙伴覆蓋全球。截至2022年底,公司已發展7家境外子公司。公司主要產品及核心部件均通過了美國NSF、德國TüV、歐盟CE、RoHS等多項國際權威安全及環保認證:2001年公司成為WQA美國水質協會會員單位;2018年核心部件複合材料壓力容器獲得KTW認證,取得進入德國市場的通行證;2019年取得歐盟CE認證,2020年獲得NSF International實驗室頒發的測試通過報吿,助力軟水機整機進入英國市場。
2022年,公司產品在海外市場的銷售收入達10.72億元,同比增長14.23%,佔全年總收入的65%。目前公司在海外已經與多家長期合作的重要客户達成貼牌生產協議或銷售框架協議,有望繼續發揮協同效應,支持海外市場份額的不斷提升。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.