HAERS(SZ:002615) Zheng Quan Shi Bao Wang·2025-09-09 11:24Core Insights - The chairman of Hars (002615) defines the trend of thermos cups as evolving into a new form of currency representing emotions, identity, and social interactions [1] - The company has achieved a comprehensive self-control over the entire supply chain from materials to patents, leveraging the advantages of the Yongkang Five Gold Industry Cluster [1] Industry Trends - The overseas market for thermos cups has undergone three evolutions: from durable goods to scenario consumer goods, and finally to fast-moving consumer goods, leading to exponential demand growth [1] - The company is focusing on deepening relationships with top brand clients in overseas markets while successfully entering untapped markets [1] Financial Performance - The company projects a compound annual growth rate (CAGR) of over 15% in revenue, reaching 3.332 billion yuan by 2024 [1] - Cumulative cash dividends amount to 722 million yuan, reflecting the company's commitment to rewarding investors [1] Future Strategy - The company plans to continue investing in research and development, branding, and digitalization under the "Three Hundred Strategy" to secure a leading position in the trillion-yuan thermos market [1] - There is an ongoing exploration of the IP economy, with plans to launch emotion-themed new products to engage younger consumers and strengthen the "Chinese Symbol" brand asset [1]