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九号公司“618”销售额破 33.5 亿!智能化成增长密码
NinebotNinebot(SH:689009) 新财富·2025-06-23 12:57

Core Viewpoint - The company achieved record sales during the "618" shopping festival, with total sales reaching 3.35 billion yuan, marking a new high [1] Sales Performance - The electric two-wheeler segment, a core business for the company, saw sales of 3.24 billion yuan during "618", representing a year-on-year growth of 93% [1] - The smart short-distance transportation category generated sales of 106 million yuan, with a year-on-year increase of 27% [1] Market Position - The company dominated the electric two-wheeler category across six major e-commerce platforms, achieving the highest sales and market share during "618" [2] Channel Growth - Online sales reached 2.15 billion yuan, up 90% year-on-year, while offline sales hit 1.09 billion yuan, growing by 98% [3] - The flagship model M95c+ topped the sales amount ranking for electric motorcycles on JD.com, while the N3 85c led in transaction volume [3] Product Innovation - The company has focused on user needs and technological innovation, avoiding price wars and instead developing products that address consumer concerns, such as the "Ridey LONG" system that enhances battery life by 20% [5] - The Ridey Go smart vehicle system offers features like keyless unlocking and smart anti-theft, transforming electric two-wheelers into more intelligent products [5] Financial Performance - In Q1 2025, the company reported revenue of 5.11 billion yuan, a year-on-year increase of 99.5%, with net profit reaching 460 million yuan, up 236% [4] - The company sold over 1 million electric two-wheelers in a single quarter, reflecting a year-on-year growth of 141% [4] Strategic Implications - The recent performance during "618" validates the company's strategic direction and reflects a broader restructuring of industry value [6]