石頭科技衝刺港股IPO,加碼海外佈局
6月6日,石頭科技(688169.SH)發佈公吿顯示,公司擬於香港聯合交易所有限公司主板發行及上市。
石頭科技此次募資主要用於國際化業務拓展,產品研發拓展及產品組合擴充,運營資金補充及公司一般業務用途等。
分析人士認為,石頭科技赴港上市或基於兩方面考慮,一是當前港股市場是一個很不錯的市場,最近表現都很好。二是公司海外業務佔比較大,擁有較好的海外用户及投資者基礎。
年報顯示,2024年石頭科技境內主營業務收入達55.31億元,較上年同期增長25.39%;境外達63.88億元,同比增長51.06%。石頭科技海外市場主營業務收入超過國內市場。
因精益化的"走出去"戰略,石頭科技成功打造海外增長新引擎。不僅在出貨量上首次登頂,更在銷額上實現了穩健蟬聯。
IDC數據顯示,2024年石頭科技智能掃地機器人全球量額雙第一,全年全球銷量市場份額16%,銷額市場份額達22.3%,出貨量同比增長20.7%。在北歐、土耳其、德國、法國、韓國等市場,優勢更為明顯,連續多季度量額雙第一。
分析人士表示,港股市場國際化程度較高,資金相對自由,適宜對接全球資本,和石頭科技這種海外業務佔比大的企業契合度較高。
從2024年開始,石頭科技在海外市場採取了較為積極的產品及市場策略。此次赴港上市,公司可進一步吸引更多國際投資者,提升全球品牌影響力,提高海外資金週轉效率,提升抗風險能力。
雖然不同市場估值體系存在差異,但石頭科技基本面良好,擁有長期投資價值。況且,經研究表明,優質企業的"A+H"架構通常能吸引不同偏好的投資者,其A股流動性不會受到顯著影響。
考慮到A股、港股的估值差異,未來石頭科技也會強化投資者溝通,讓投資者更好地理解公司;同時,石頭科技會持續做好經營管理,提升公司的持續發展能力和盈利能力。
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