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歐洲北美大增、中東澳洲大升,石頭科技(688169.SH)黑五大促全球開花

12月4日晚,石頭科技發佈“黑五”戰報。數據顯示,今年“黑五”大促期間,石頭科技清潔品類電器銷量達到 45 萬台。石頭科技在傳統優勢地區北美歐洲加大深耕力度,市佔率持續提升,領先優勢進一步擴大。在中東、澳洲等地市場,石頭科技市場份額增長迅猛,多款機器成為爆款。

北美地區是中國掃地機器人出口重要目的地,中國品牌在當地競爭激烈。石頭科技作為最早進入北美地區的品牌,是當地市場競爭力最強的掃地機器人品牌,市佔率遠超北美本土品牌。近年來,石頭科技進一步加大線上線下市場開拓,在北美市場入駐了亞馬遜、HomeDepot、Target、Bestbuy、WalMart等平台,通過與主流線上平台的合作,為其在美國市場迅速打開了品牌知名度。線下渠道方面,自去年石頭科技進駐美國零售市場後,不到一年,已擴張了1400多家Target門店和1000多家Best Buy門店,覆蓋全美超700個城市。渠道的持續開拓,讓石頭此次在北美市場收穫巨大增長,北美地區 GMV同比增長 42%,線上GMV同比增長 63%,渠道GMV同比增長330%,官方商城GMV同比增長68%。掃地機Qrevo Curv(國內P20 Pro)位列北美“黑五”品類Top1。

歐洲地區則是石頭科技海外的另一大基本盤。今年以來,石頭科技在當地正積極開拓更多優質渠道,公司的經營效率快速提升。今年黑五,石頭科技在北歐核心渠道市佔率高達90%,北歐地區 GMV同比增長 42%,北歐地區高端產品(800美金)GMV增長 94%。在德國市場線上GMV同比增長 38%,核心渠道市佔率超過 50%,在亞馬遜平台市佔率第一,7 款產品霸榜亞馬遜暢銷產品榜單Top 10,暢銷產品榜單Qrevo Pro 第一、 Q5 Pro(+)第二、Qrevo S 第三。

除了傳統優勢市場外,石頭科技近年來正在持續加大對具備潛力的新興市場的開拓。在中東地區,石頭科技GMV同比增長75%,在中東地區亞馬遜平台暢銷產品榜單中,S8 MaxV Ultra位列第一、S7 MaxV Ultra位居第二。在澳洲地區,石頭科技GMV同比增長270%。在澳洲地區亞馬遜平台暢銷產品榜單中,石頭科技產品包攬前三,Q8 Max+位列第一、Qrevo位列第二、Flexi Lite位列第三。在新加坡雙平台 GMV 位列第一。韓國GMV同比增長 32%,在韓國電商年度大促GMV位居第一。

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