Core Insights - The launch of Raytheon Technology's new 50 series products saw significant demand, with several models selling out within minutes, indicating strong market interest and product competitiveness [1][3] - The company's financial performance for the first half of 2024 shows a revenue of 1.227 billion yuan, a year-on-year increase of 0.55%, with a notable growth in main business revenue of 1.095 billion yuan, up 4.58% [3][4] - The domestic market remains a crucial pillar for the company's stability, contributing approximately 70% of total revenue, while overseas business accounts for nearly 30% [3][4] Market Strategy - Raytheon Technology's strategy focuses on strengthening its domestic market while exploring international opportunities, particularly in emerging markets such as Europe, South America, and Southeast Asia [4][6] - The company has developed a robust offline presence with 148 touchpoints and over 40 dedicated stores, enhancing its distribution network [3][4] - Strategic partnerships with major distributors are being leveraged to boost offline channel development, alongside a comprehensive upgrade of after-sales service systems [3][4] Product Innovation - The success of the new product line, including the ZERO 18 Pro, is attributed to its advanced technology and product features, such as the industry-first 18-inch gaming laptop with a 4K display and AI integration [6][7] - The introduction of innovative products is expected to drive market performance in 2025, with a focus on maintaining high product competitiveness [6][7] Future Outlook - The domestic market is positioned as a stable anchor for Raytheon Technology's growth, supported by favorable national policies and a burgeoning consumer electronics sector [7] - The global PC market is projected to recover, with a 9.4% year-on-year increase in shipments expected in the first quarter of 2025, further benefiting the company's growth trajectory [7]
从国内市场新动作，看雷神科技“致胜密码”