水羊股份(300740.SZ):PA品牌,預計2024年營收同比增長超700%
格隆匯10月14日丨水羊股份(300740.SZ)在投資者關係活動上表示,PA品牌,預計2024年營收同比增長超700%,基本保持盈虧平衡,這是在中國市場的情況。目前中國是其佔比最大的市場,全球其他地方還相對較小。PA不僅實現了業績的高增,更重要的是進行了供應鏈重構,以及整個產品線的梳理及升級,在今年第四季度和明年的第一季度、第二季度陸續會有更多升級的產品線推出。這些升級的產品線會服務於中國,也會服務到原來PA在法國的SPA渠道以及其他國家的代理商,把全球的業務再向前推動。最重要的是,公司目前取得了PA總部的一間工廠,後續可能也會對這個工廠做升級,未來,水羊在法國就有了自己的工廠和生產能力,這個對高端品牌是很好的基礎支撐。
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