见证行业，在机遇中爆发 中国杯壶行业经历了"技术引进—工艺成熟—品牌崛起—消费升级"的周期演进。吕强在信中强调，作为 这一行业的积极参与者，哈尔斯始终与时代同步，不断推动创新，致力于满足消费者日益增长和时尚化 的需求。 纵观北美市场，杯壶行业的爆发式增长主要源于消费场景拓展、产品创新及品牌年轻化策略的推动。欧 美市场因露营、野餐等户外产业成熟，保温杯从工具属性升级为户外活动"必备品"。比如YETI早期以 耐用性立足，通过DTC模式深耕爱好者社区。2020年，Stanley通过"色彩革命"打破耐用品定位，成为时 尚符号，杯壶行业迎来了史无前例的高速扩容。而后Owala以专利技术和社交属性破圈，在TikTok获得 2.72亿次浏览，并登上《时代》杂志年度发明榜单。 吕强坦言，哈尔斯亲历了海外杯壶的"三次进化"，从耐用品到场景化消费品，再到如今的快消品;每一 次品类跃迁，都是一次需求的爆炸。根据海关总署数据，2024年上半年中国保温杯出口总额为23.54亿 美元(约合人民币170亿元)，同比增长582.7%，其中浙江永康贡献了全国约70%的出口量。 这一数据也体现在了上市公司的数据中。2024年，哈尔斯营业收入同比 ...

Group 1 - NONOO, a brand under Hars, has completed a brand strategy upgrade, transforming from an original design trend brand to a new brand rooted in Chinese culture [1] - The transformation aims to deeply explore Eastern aesthetic elements and combine them with modern design language to create cup and pot products that resonate with the aesthetic and emotional needs of the younger generation [1][5] - In 2025, NONOO will showcase four new product series at various offline exhibitions, including "Peach Blossoms," "Mountain Stream Orchids," "Eastern Good Fortune," and "Forbidden City Treasures" [1] Group 2 - The "Peach Blossoms" series is inspired by the "Book of Songs," reflecting the gentleness and philosophical depth of Eastern aesthetics [3] - The "Mountain Stream Orchids" series draws from the elegant and noble qualities of orchids, symbolizing resilience and humility [3] - The "Eastern Good Fortune" series aligns with young people's emotional appeal for "good luck," while the "Forbidden City Treasures" series collaborates with the Palace Museum to integrate cultural relic elements into cup and pot design [3] Group 3 - NONOO's transformation is a key part of Hars Group's multi-brand strategy, focusing on cultural innovation and targeting young consumer groups [5] - The president of Hars, Wu Zifu, stated that technological innovation and brand building empower each other [5] - NONOO aims to convey a new drinking experience through personalized interpretations of classic Chinese cultural elements, using innovative materials and craftsmanship [5] Group 4 - In the future, NONOO will continue to delve into Chinese culture, collaborating with more museums, cultural institutions, and designers to launch products that combine cultural connotation with fashionable design [7]

Core Viewpoint - Hars (002615) reported a revenue of 1.571 billion yuan in the first half of 2025, representing a year-on-year growth of 12.83%, with a net profit attributable to shareholders of 91.35 million yuan, successfully navigating international trade frictions and tariff wars through strategic adjustments and overseas capacity expansion [1] Group 1: Overseas Capacity Expansion - The company accelerated its overseas capacity layout to address challenges from international trade frictions and tariff wars, achieving full production at its Thailand Phase I factory in early 2023 and completing Phase II during the reporting period [1] - Hars implemented a mixed support mechanism of "domestic experts + local talents" to ensure rapid delivery of high-quality products, receiving positive feedback from core customers [1] - The Thailand base has been upgraded to a flagship center for global cup and kettle manufacturing, enhancing local operations and integrating into local policies and cultural environments [1] Group 2: Brand Development and Market Strategy - Hars is steadily developing its own brand, capitalizing on the low concentration and high consumption frequency in the Chinese cup and kettle industry, completing a dual upgrade of its brand center [2] - The company has launched 40 new products, increasing the pace of new releases from biannual iterations to monthly updates and quarterly major launches [2] - A multi-channel network has been established, combining offline, online, new retail penetration, private domain retention, and instant retail, along with a channel ROI evaluation model to optimize performance [2] Group 3: Customer Structure Optimization - Hars adopted a strategy of "stabilizing existing customers, increasing new customers, and focusing on quality" to optimize its customer structure, maintaining traditional business volume with core customers while expanding into new markets [2] - The company diversified its order sources by acquiring new projects and products from core customers and exploring new customers in new regions [2] Group 4: Product Innovation and R&D - Hars enhanced its R&D management to quickly translate technological strengths into core competitive advantages, focusing on market demands and potential opportunities [3] - The company actively develops new materials, technologies, and processes, improving the quality and efficiency of OEM product development [3] - Hars emphasizes manufacturing delivery capabilities, technological R&D advantages, brand channel strengths, and talent-driven advantages, continuously upgrading its smart manufacturing capabilities [3]

Group 1 - The core viewpoint of the articles highlights the strategic shift of the company from being a traditional OEM to an independent brand operator, exemplified by the launch of the "Luzhuo Co-branded" NEW STAR cup series [1][2] - The company has maintained its position as the global leader in cup and kettle sales for several consecutive years, with products sold in over 80 countries and regions [1] - The company has established a strong reputation in the industry by initially providing production services for well-known international brands such as Stanley and Yeti, and has since expanded its portfolio to include four major brands: HAERS, SIGG, SANTECO, and NONOO [1] Group 2 - The introduction of the "brand friend" collaboration model allows the company to leverage peak artist popularity for quick market impact while minimizing long-term binding risks, particularly effective in the fast-moving consumer goods category [2] - The rapid sell-out of the "Luzhuo Co-branded" blue cup during the live broadcast led to urgent production increases, indicating strong consumer demand and the potential for developing derivative products [2] - The domestic cup and kettle market is undergoing significant transformation, with products evolving from traditional durable goods to fast-moving, fashionable, collectible items that symbolize lifestyle, driven by consumer demand for emotional value [2]

随着夏日消费旺季的到来和618年中大促的预热，国内杯壶市场迎来新一轮增长机遇。近日，国内知名 杯壶品牌哈尔斯（002615）凭借潮流水杯系列的强劲表现，不仅在市场上赢得了消费者的广泛好评，同 时也再次巩固了其在全球杯壶行业的领先地位。 据哈尔斯官方数据显示，其最新推出的「双饮弹跳保温杯」和「lulu小奶壶」在近期销量激增，成为夏 季饮水的热门选择。这两款产品分别针对都市女性和学生设计，精准定位不同消费群体。 双饮水弹跳保温杯专为学生设计，外观有"悠悠狗""点点猫""跳跳兔"等萌趣造型，深受孩子们喜爱。其 内胆采用316不锈钢材质，安全可靠，守护孩子健康，承载着妈妈的关爱。独特的"一盖双饮"设计，可 直接饮用或搭配吸管，满足不同需求，让喝水更自由。杯子的尺寸贴合书包侧袋，方便携带，是孩子们 上学出行的贴心陪伴。 Lulu小奶壶采用了高品质的加厚高硼硅玻璃材质，这种材质不仅坚固耐用，还具备卓越的耐冷热温差性 能，能够轻松应对从极热到极冷的温度变化，确保在使用过程中不会因温度骤变而破裂。同时，Lulu小 奶壶还贴心地增加了双饮口设计，满足了不同用户的饮用需求，无论是直接饮用还是搭配吸管，都能提 供便捷舒适的使用体验 ...