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石頭科技一季度營收同比激增86%至34.28億元,創新產品矩陣與全球化佈局盡顯成效
格隆匯 04-29 16:24

4月29日,石頭科技(688169.SH)發佈了2025年一季報。公司一季度營業收入為34.28億元,較上年同期增長86.22%;歸屬於上市公司股東的淨利潤為2.67億元。

石頭科技表示,營收快速增長的原因主要系公司進一步豐富了產品矩陣和價格矩陣,並在主流價格段重點突破。同時石頭科技通過積極的市場策略,進一步優化銷售結構,實現了公司國內和海外業務收入的躍升。

在國內市場,受益於家電行業"以舊換新"補貼政策的消費刺激,收入增速顯著;在海外市場,公司精細化運營,市場競爭力持續增強。

一季度石頭科技持續加強產品研發和創新投入,引進培育技術人才,不斷提升品牌核心競爭力,公司一季度研發投入為2.66億元,同比增長36.9%。

分業務來看,掃地機仍然是公司重要的收入來源,洗地機在今年一季度表現同樣亮眼,增長迅猛。

根據奧維雲網數據,2025年1-2月石頭科技掃地機零售額份額為24.7%,同比增長3.4個百分點;同期,公司洗地機的線上零售額份額為11.8%,同比增長7.4個百分點。

從技術和產品方面來看,石頭科技在2025年第一季度發佈了搭載全球首創5軸摺疊仿生機械手的掃地機器人G30 Space探索版,實現了掃地機行業從二維地面清潔到三維空間整理的跨越式進階;同時,公司洗地機新品創新了蒸汽熱水雙效清潔技術,成為業務新的增長點。

在洗衣機領域,公司的洗烘套裝新品不僅是萬元以下唯一獲得國際羊毛局洗烘雙綠標認證的產品,還採用了全球首創的門屏一體設計,為更多用户帶來了極致的洗烘體驗。時至今日,石頭科技已完成洗烘一體機、迷你洗烘一體機和洗烘套裝的洗衣機全品類版圖佈局。

在生產方面,石頭科技通過自建工廠和國內外代工廠相結合的方式,完善了供應鏈佈局,有利於公司應對複雜多變的全球貿易局勢。

當前,石頭科技海外產能佈局可覆蓋半數以上美國市場,並在持續快速爬坡。未來公司將加大在國內及成熟市場的優勢,通過夯實技術壁壘,提升品牌溢價能力,豐富產品矩陣及價格矩陣,推進產品結構升級。

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