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2024年西欧吸尘器品类线下销量占比达65%
2024年西欧吸尘器品类线下销量占比达65%
行业数据
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所属报告:
石头科技-公司深度报告:扫地机&洗地机收入持续超市场预期2025Q3起盈利能力有望改善-250721(28页).pdf
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fCDml6XmnJ8gfCDph5Hpop0gfAp8LS0tLS0tfC0tLS0tLXwKfCAyMDIwIHwgNjAwLDAwMCB8CnwgMjAyMSB8IDcwMCwwMDAgfAp8IDIwMjIgfCA1MDAsMDAwIHwKfCAyMDIzIHwgNTAwLDAwMCB8CnwgMjAyNCB8IDYwMCwwMDAgfAoK6LWE5paZ5p2l5rqQ77yaV2luZO+8jOm6pumrmOivgeWIuOeglOeptuWPkeWxlemDqA==
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2025-06-12
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24年美亚各大吸尘器品牌市场份额
fCDlk4HniYzlkI3np7AgfCDluILlnLrku73pop0gfAp8LS0tLS0tLS0tfC0tLS0tLS0tLXwKfCDpnZ5UT1AxMOWTgeeJjCB8IDQ2JSAgICB8CnwgQmlzc2VsbCAgfCAxMiUgICAgfAp8IFNIQVJLICAgfCAxMiUgICAgfAp8IER5c29uICAgfCA2JSAgICAgfAp8IGlSb2JvdCAgfCA2JSAgICAgfAp8IFJvYm9yb2NrfCA0JSAgICAgfAp8IElOU0UgICAgfCA0JSAgICAgfAp8IEhvb3ZlciAgfCAzJSAgICAgfAp8IFRpbmVjbyAgfCAzJSAgICAgfAp8IE1pZWxlICAgfCAyJSAgICAgfAp8IEVVUkVLQSAgfCAyJSAgICAgfAoK6LWE5paZ5p2l5rqQ77ya6a2U6ZWc5pWw5o2u77yM6bqm6auY6K+B5Yi456CU56m25Y+R5bGV6YOo
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5Lul5LiL5piv5o+Q5Y+W55qE5pWw5o2u5bm255Sf5oiQ55qE6KGo5qC877yaCgp8IOWTgeeJjCAgICAgICB8IOW4guWcuuS7veminSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLXwKfCBSb2Jvcm9jayAgIHwgMTcuMSUgICAgfAp8IERyZWFtZSAgICAgfCA3LjElICAgICB8CnwgRUNPVkFDUyAgICB8IDQuOSUgICAgIHwKfCBLw6RyY2hlciAgICB8IDMuNSUgICAgIHwKfCBQaGlsaXBzICAgIHwgMy40JSAgICAgfAp8IEFFRyAgICAgICAgfCAzLjAlICAgICB8CnwgVGluZWNvICAgICB8IDIuOSUgICAgIHwKfCBCb3NjaCAgICAgIHwgMi43JSAgICAgfAp8IGlSb2JvdCAgICAgfCAyLjMlICAgICB8CnwgTWllbGUgICAgICB8IDEuOSUgICAgIHwKCui1hOaWmeadpea6kO+8mumtlOmVnOaVsOaNru+8jOm6pumrmOivgeWIuOeglOeptuWPkeWxlemDqA==
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2025-05-21
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fCDlubTku70gfCBCTERD55S15py65riX6YCP546HIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfAp8IDIwMTnlubQgfCAzMCUgfAp8IDIwMjjlubQgfCA5MCUgfAoKCui1hOaWmeadpea6kO+8mkZyb3N0ICYgU3VsbGl2YW4sIOWNjuazsOeglOeptg==
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2025-05-07
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(1)优势市场:北欧和德语区。当前石头科技在瑞典、挪威和德国的线下渠道均实现了较为领先的渠道布局,同时线下 KA 的在线商城所售 SKU 也相对全面。我们认为公司在德语区和北欧地区已建成较为成熟的线下渠道,新旗舰产品入驻较为顺利,是公司在欧洲优势市场。(2)加速突破市场:法国。当前石头在法国各大 KA的线上商城有售产品数量较多,但线下门店上架 SKU 数提升空间较大,且存在一定量未进驻门店,线下渠道销售布局仍有较大空白市场,门店开拓正处于加速阶段。(3)高潜市场:意大利、西班牙等南欧地区。我们团队 2024年调研欧洲渠道,当时石头在 4月才进入法国,去年 6月还没有有意大利和西班牙, 2024年下半年石头已经进入意大利、西班牙等石头科技低市占率国家的线下渠道。目前产品价格带进一步拓宽,我们认为属国化、精细化运营下,南欧低消费力水平市场仍有较大提升空间。
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石头科技-公司深度报告:扫地机&洗地机收入持续超市场预期2025Q3起盈利能力有望改善-250721(28页).pdf
亚马逊会员日数据奠定三季度海外市场增长基础
2025Q2石头内销销额市占率达30.0%、位居第一
追觅在大促后(25W25)开始提价,25W28均价相比25W20提升25%
2025Q1iRobot销售费用2605万美元,同比下滑
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