奥克斯发布新战略与产品,聚焦行业竞争与全球化布局
Jing Ji Guan Cha Wang·2026-02-13 14:10

Group 1: Company Strategy - The company launched the "Air Butler. Extreme Dream Series" and "Qingzun Pro Smart Air Conditioner" on January 18, 2026, along with eight major smart technology and marketing upgrade strategies [2] - The company aims to become a benchmark in the air conditioning industry by enhancing quality, order, and service through comprehensive upgrades across eight dimensions in 2026 [2] Group 2: Financial Performance - The company's stock price performance post-listing on the Hong Kong Stock Exchange in September 2025 faced challenges, with a focus on improving profitability [3] - In 2024, the overall gross margin was reported at 21%, which is lower than major competitors, indicating a need for improved profitability efficiency [3] - The company's revenue is heavily reliant on home air conditioning, accounting for 87.1%, with a significant portion of low to mid-range products [3] Group 3: Industry Dynamics - The air conditioning industry is shifting from scale expansion to precise demand control and efficiency competition [4] - The company is innovating through e-commerce channels and is now promoting an offline "network wholesale model" to enhance efficiency [4] - Investors are interested in the synergy between online and offline channels and the potential to increase market share under policies like "trade-in" [4] Group 4: Future Development - The company operates in over 150 countries and regions, ranking among the top in sales in more than 20 countries [5] - Plans to deepen the application of smart technology and accelerate the transition from "Made in China" to "Global Brand" are in place, with a focus on the effectiveness of overseas market expansion [5]