Core Insights - New Giao RV (0805.HK) reported a strong performance for 2024, with total revenue reaching 864.2 million RMB, a year-on-year increase of 20%, and a gross margin improvement to 31.1% [1] - The company's main business revenue was 799.2 million RMB, up 12.5% year-on-year, with the second-hand vehicle segment showing remarkable growth, achieving 56.1 million RMB in revenue, a staggering increase of 547% [3] - Gross profit surged by 48.3% to 268.5 million RMB, with net profit reaching 87.9 million RMB, reflecting a 36% increase after excluding one-time listing expenses and foreign exchange losses [4] - The company emphasized that its operations are primarily focused on the Australasia region, which is not directly affected by the proposed U.S. tariff policies, ensuring stable growth prospects [5] - The global RV market is experiencing a new wave of development opportunities, driven by increasing consumer demand for outdoor lifestyles and the recovery of the tourism market, positioning New Giao RV favorably for future growth [5][6]

户外作为生活方式留下来了，但不是每个品牌都能生存下去。 文丨朱凯麟 制图丨黄帧昕 编辑丨钱杨 2019 年末时中国有约 1.3 亿人参与户外休闲活动 ，两年后，这个数字超过 4 亿。 去年前 10 个月，在 小红书上，人们 25 亿次地点击浏览了有关徒步旅行和登山的帖子，60 亿次地观看了露营相关内容、80 亿次地观看了潜水、冲浪。 就徒步旅行和登山，观看次数增长了 300%。 生活方式变革造就了惊人的机会。到 2023 年，中国户外运动相关企业达到 20 多万家，相比两年前数量增 加 20%。去年一年，仅淘系平台上有的户外新品牌数量就比 2022 年翻了一倍。 过去三年，中国消费市场经历了快速户外化。 变化充分表现在街头商区的面貌、消费者的选择上。在热门购物中心，快时尚退场了。在北京三里屯太古 里，运动品牌来到沿街的位置；在上海，选在爱马仕之家对面，始祖鸟开了一家旗舰店，开启了它们 "鸟 巢计划"（在中国最好的商场里开大店）。在此之前，始祖鸟主要藏在 100 多家户外专业集合店或者购物 中心 4、5 层的小店里，不为大众所认识。 过去三年（2021 年-2023 年），来自久谦中台的数据显示，天猫、京东、抖 ...