OEM代工

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悍高集团IPO:OEM代工研发存疑,降薪酬费率升毛利,业绩稳定性被问询
3 6 Ke· 2025-07-20 23:40
Core Viewpoint - The company is undergoing scrutiny regarding its research and development capabilities, operational model, and revenue margins, with a focus on its future performance stability and information disclosure improvements [1][2]. Investment Projects - The company has planned three major investment projects with a total expected investment of 643.47 million yuan and anticipated fundraising of 420 million yuan [1]. R&D and Patent Utilization - The company claims that 95% of its main business revenue is derived from products utilizing its patents, with a focus on core products such as pull baskets, hinges, and beds [2][3]. - The revenue from patent-utilized products has shown significant growth, increasing from 138.41 million yuan in 2021 to 211.32 million yuan in 2023 [3]. - The company has 1,116 patents, with a majority being utility models and design patents, raising concerns about the longevity and strength of its technological barriers [5]. Financial Performance - For the first half of 2024, the company reported revenue of 1.185 billion yuan and a net profit of 189 million yuan, with year-on-year growth rates of 28.57% and 58.11%, respectively [6]. - The company anticipates a strong second half of 2024 due to seasonal demand in home renovations, projecting that nearly 60% of its annual revenue will occur in this period [7]. - The gross profit margin for 2024 is expected to increase to 35.62%, driven by a rise in self-produced basic hardware and a decrease in raw material costs [8][9]. Cost Management - The company has successfully reduced its expense ratio by 2.48 percentage points in 2024, primarily due to lower employee compensation and advertising costs [9][10]. - The proportion of self-produced basic hardware has increased by 10.12 percentage points, contributing positively to the gross margin [8]. Order Backlog and Market Outlook - The company's order backlog has increased by 7.54% from the end of 2023, indicating a positive outlook based on customer expectations [11]. - The company is closely monitoring raw material prices to mitigate risks associated with price fluctuations, ensuring a stable cost structure [11][12].
吃出带血创可贴?来伊份称产品以OEM代工为主 凸显管理漏洞
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-12 03:56
21世纪经济报道记者 张赛男 刘婧汐 上海、广州报道 5月12日早间,来伊份(603777.SH)发布公告回应蜜枣粽产品的相关舆情。 来伊份在公告中表示,近日,公司关注到相关报道,第一时间已启动全链路调查程序,并积极与相关消 费者沟通,确保消费者的健康与权益得到保障。 同时,公司已全面下架本批次蜜枣粽产品,消费者可选择就近门店进行退换货,并可得到相同金额的额 外补偿。公司将对相关问题进行全面调查,后续调查结果会及时向广大消费者公布。 公司亦称"在粽子的加工过程中,每道工序均设有专岗、专职检验人员,对于生产中员工使用创可贴的 管理,工厂设有专人专岗对车间人员检查伤口异常情况,如发现伤口明确规定不得参与裹粽等与食品直 接接触的相关环节,其余非直接接触环节如需要会有专岗人员发放工厂专用的蓝色金属材质创可贴同时 佩戴专用一次性蓝色食品级手套作业,专用创可贴可通过金属探测有效识别,避免管理的漏洞,并在当 班生产结束后统一回收做好记录,同时确保可追溯。" 来伊份还表示,未来,公司将进一步加强供应商生产、产品运输、销售各项环节的食品安全管理,从源 头上严防、 严控、严管,确保食品安全各项措施有效执行,为消费者提供更高质量的 ...
失控的浪莎:超85%代工引发品控乱象?年初刚在官网为商标侵权发函
凤凰网财经· 2025-03-22 10:16
以下文章来源于时代周报 ,作者徐超 时代周报 . 记录大时代,深读全商业。互联网新闻信息服务许可证编号:44120230006 来源|时代周报 记者丨徐超 编辑丨韩迅 尽管3月16日就发了说明公告,澄清旗下所有公司从未和河南健芝初医疗器械有限公司有建立任何形式的业务合作、品牌授权或产品生产关系,双方 没有任何关联,但打开京东、淘宝、拼多多等电商平台,搜索"浪莎"品牌的一次性内裤,至今仍然没有信息。 浪莎把产品突然下架,是因为央视315晚会暗访曝光河南多家工厂存在"一次性内裤徒手制作不灭菌"的情况,其中可以提供代工服务的河南健芝初医 疗器械有限公司提到生产过"初医生"一次性内衣、"贝姿妍"一次性内裤和"浪莎"一次性内裤,厂家称为了控制成本,产品没有杀菌消毒。 作为"袜子大王"的浪莎股份,"浪莎"这个品牌家喻户晓,突然曝光销售的一次性内裤竟然没有杀菌,引发关注,交易所也发函要求浪莎股份履行信息 披露义务。 尽管做了澄清公告,浪莎的生产、销售模式在一次性内裤不杀菌的阴影中被放到了放大镜下。时代周报记者注意到,浪莎的运营模式早已经从完全自 产转变为以OEM(代工)为主、自主生产为辅的结合方式。浪莎的官网也发布过几次关 ...