创造者文化

Search documents
安克CEO跟我们聊了聊,特朗普阴影前业绩“爆表”的底层逻辑
虎嗅APP· 2025-04-29 14:04
以下文章来源于出海潜望 ,作者周月明 出海潜望 . 挖掘出海故事,助力企业全球化。来吧!一起去全世界逐浪 出品|虎嗅商业消费组 安克创新又闷声赚钱了。 4月28日晚,安克创新发出2024年及2025年一季度财报。 数据显示:2024年营收247.1亿元,同比增长41.14%,归母净利润21.14亿元,同比增长30.93%。 2025年一季度,公司营收59.93亿元,同比增长36.91%,归母净利润4.96亿元,同比增长59.57%。 在深圳一众靠供应链出海的科技消费类企业里,从一开始就走中高端品牌路线的安克,一直备受关注。 若翻看其最新财报,或许可以一窥其发展背后的主要策略。 首先,多品类拓展及多领域创新是安克近些年来一直推行的主要策略。 虽然安克被国内消费者熟知,大多是因其充电宝产品,但支撑起安克收入的早已不再只有充电宝品类。 作者|周月明 编辑|苗正卿 题图|安克公司 财报显示,2024年,充电储能业务营收126.67亿元,同比增长约47%,占营收比重约51%。智能创新业务营收63.36亿元,同比增长约39%,占营收比重 约25%。而智能影音板块营收56.92亿元,同比增长约33%,占营收比重约23%。 ...
安克CEO阳萌:想撕掉“充电宝”这个标签了
Hu Xiu· 2025-04-29 12:33
Core Insights - Anker Innovation has reported strong financial performance for 2024 and Q1 2025, with revenue of 24.71 billion yuan in 2024, a year-on-year increase of 41.14%, and a net profit of 2.114 billion yuan, up 30.93% [1] - In Q1 2025, the company achieved revenue of 5.993 billion yuan, reflecting a 36.91% year-on-year growth, and a net profit of 496 million yuan, which is a significant increase of 59.57% [1] Financial Performance - 2024 revenue reached 24.71 billion yuan, with a 41.14% increase year-on-year [1] - 2024 net profit was 2.114 billion yuan, marking a 30.93% growth [1] - Q1 2025 revenue was 5.993 billion yuan, up 36.91% year-on-year [1] - Q1 2025 net profit was 496 million yuan, a 59.57% increase [1] Business Strategy - Anker has adopted a multi-category expansion and innovation strategy, moving beyond its initial focus on power banks [4][5] - The revenue breakdown for 2024 shows that the energy storage business generated 12.667 billion yuan, accounting for approximately 51% of total revenue, while the smart innovation segment contributed 6.336 billion yuan (25%) and the smart audio segment brought in 5.692 billion yuan (23%) [5] - The company has shifted its focus from a broad range of 27 categories to a more streamlined approach, cutting down 10 categories to enhance operational efficiency [7][9][21] Talent and Innovation - Anker's R&D investment reached 2.108 billion yuan in 2024, a 49% increase, representing 8.53% of total revenue [11] - The company employs 5,034 people, with 53% (2,672) in R&D roles, highlighting a strong emphasis on innovation [11] - Anker's CEO emphasizes the importance of talent retention and organizational structure in driving innovation and growth [10][29] Market Positioning - Anker aims to redefine its brand image beyond being a "power bank company," with power bank revenue now accounting for less than 12% of total revenue [12] - The company focuses on "shallow sea" categories, which are defined as those with annual sales below $50 billion, allowing for efficient resource allocation [13][14] - Anker has established a user base of nearly 10 million mid-to-high-end households in Europe and the U.S., which serves as a foundation for expanding into new product categories [18] Challenges and Future Goals - Anker faces challenges related to U.S. tariffs and macroeconomic policies, but the CEO believes that strong companies will prevail [42] - The company has implemented price adjustments, with an average increase of about 18% on several products sold on Amazon, reflecting a strategic response to rising costs [43] - Anker's long-term goal is to become a company that can sustain success across multiple categories, similar to Procter & Gamble and Texas Instruments [44][45]