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图30.三棵树建筑涂料收入超越外资品牌多乐士(亿元)
图30.三棵树建筑涂料收入超越外资品牌多乐士(亿元)
行业数据
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所属报告:
三棵树-公司研究报告-扎根渠道养育品牌民族涂料新成长-240614(36页).pdf
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图52.2023Q1-2026Q1立邦中国和三棵树各季度营业利润率
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行业数据
2026-07-21
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图22.2021-2024年三棵树和立邦零售市占率(%)
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三棵树艺术漆“国潮”赋能设计灵感
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行业数据
2026-07-06
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2025年三棵树艺术漆的销售当量排名国内第二
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行业数据
2026-07-06
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三棵树建筑涂料市占率呈现上升趋势
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竞争格局
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三棵树应收账款账面净额结构(分性质)
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行业数据
2026-05-19
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图22.2021-2025.1-9三棵树家装墙面漆销售收入、占比及
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行业数据
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行业数据
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行业数据
2026-01-19
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2020-2025Q1-Q3年立邦中国VS三棵树
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行业数据
2026-01-19
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2015-2024年三棵树营业收入(亿元)
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2026-01-19
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2014-2024年三棵树各产品收入占比
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2026-01-19
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2017-2025Q1-Q3三棵树基辅材营收占
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2026-01-19
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当下供给端集中度不断提升,长期来看本土龙头企业剩者为王。本土龙头份额提升动因有三:1)中小企业加速出清:国内地产行业下行,环保法规趋严,中小建材企业资金流动性承压从而破产出清,龙头企业获取其份额,倒逼市场集中度提升;2)内资取代外资份额:部分外资品牌在国内品牌力宣传不足,且企业文化有所不同,内资品牌具备向上赶超的机会,比如 2020 年三棵树建筑涂料业务销售收入规模首次超越多乐士,而后逐步拉开差距,未来国产替代亦是趋势所在;3)龙头自身加大全渠道市场渗透:目前国产龙头企业资金较为充足,拥有深耕渠道和品牌的意识,且受益于国潮崛起趋势,能够通过各渠道全面布局而提升企业市场份额。
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三棵树-公司研究报告-扎根渠道养育品牌民族涂料新成长-240614(36页).pdf
表9.近三年三棵树防水(大禹防水)品牌首选率有所提升
表8.Top500地产商首选涂料品牌整体呈现内资取代外资趋势
表7.美丽乡村业务顺应乡村振兴战略
表6.三棵树在有害化合物添加、抗菌指标方面比外资产品更胜一筹,整体性价比更高
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