海伦哲高空作业车租赁市场业务增长迅猛 收入同比增超30%

Core Insights - The company, Helen Zhe, has reported steady growth in its aerial work platform rental market, achieving sales revenue of 55.395 million yuan as of March 17, 2025, representing a year-on-year increase of over 30% [1] - The rapid development of urban infrastructure and public utility operations has driven significant growth in the aerial work vehicle and power assurance vehicle market, particularly for 9-28 meter blue牌 telescopic arms and power supply vehicles [1] - Helen Zhe has launched a series of popular blue牌 models, including S24, S25, S28, and S31, focusing on lightweight, intelligent, and high-value retention advantages to capture market share [1] Company Strategy - In its three-year development strategy for 2023, the company aims to consolidate its existing business base while targeting growth in emergency markets, international markets, rental markets, and aftermarket segments [1] - The company emphasizes a "technology-leading differentiation" strategy, continuously developing and expanding its product portfolio to meet customer needs [1] Market Position - Helen Zhe is a leading entity in drafting national and industry standards for aerial work vehicles, excelling in lightweight, high-altitude, intelligent, and insulated non-power-off operations [2] - The company leverages its technological advantages to create high-quality products tailored for the rental market, enhancing its competitiveness through cost reduction and efficiency improvements [2] - As of October 30, the company's rental sales revenue reached 104.11 million yuan, reflecting a year-on-year growth of approximately 94.79% [2] Industry Analysis - The demand for aerial work vehicle rentals in China is rapidly increasing, with strong ongoing demand for blue牌 models [3] - Helen Zhe has achieved domestic production of core components, breaking the industry's long-standing reliance on foreign imports, which enhances product quality and production efficiency [3] - The company aims to strengthen its capabilities and expand its market share by seizing new opportunities, with a goal of quadrupling its operating performance by 2025 [3]