Core Insights - The company, Huabao New Energy, reported a 132.30% year-on-year increase in revenue from the European market for the first three quarters of 2025, driven by two key factors [2] Group 1: Market Dynamics - The European consumer-level energy storage market has transitioned from an inventory destocking phase to a demand release phase, which has laid the foundation for overall industry growth [2] - The recovery in the sales rhythm of distributor channels has contributed to the market demand recovery [2] Group 2: Company Strategy - The company has established a comprehensive channel layout in the European market, utilizing its official independent website, third-party e-commerce platforms, and offline retail [2] - The company has effectively matched local demand with its product resources, allowing it to quickly capture the incremental demand following the market recovery, resulting in a doubling of revenue scale [2]

格隆汇11月18日丨华宝新能(301327.SZ)在互动平台表示，2025年前三季度公司欧洲市场营业收入同比 增长132.30%，主要得益于两大关键因素的叠加：一方面，欧洲消费级光储市场完成前期库存去化，经 销商渠道动态销售节奏逐步复苏，市场需求正式从"去库存周期"切换至"需求释放周期"，为行业整体增 长奠定基础；另一方面，公司凭借在欧洲市场"官网独立站+第三方电商+线下零售"的完善渠道布局， 搭配精准匹配当地需求的产品资源，快速承接市场复苏后的增量需求，最终实现营收规模翻倍。 ...