净饮机及滤芯产品
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调研速递|德尔玛科技接待中金公司等14家机构 前三季净利8872万元 水健康业务双增/新工厂或...
Xin Lang Cai Jing· 2025-10-28 11:49
Core Insights - 德尔玛科技 held an earnings briefing on October 28, 2025, discussing Q3 performance and future strategies with 14 institutions [1][2] Financial Performance - For the first three quarters of 2025, 德尔玛科技 reported revenue of 2.384 billion yuan and a net profit attributable to shareholders of 88.72 million yuan [2] - In Q3 alone, the company achieved revenue of 699 million yuan and a net profit of 20.04 million yuan, indicating that overall performance met expectations [2] Business Strategy and Core Operations - The company focuses on a strategy of "multi-brand, multi-category, and globalization," aiming to innovate products towards green, energy-saving, and intelligent directions [3] - Plans for underperforming business segments include structural optimization and dynamic assessment to consolidate core business competitiveness, with a goal to enhance operational quality by 2026 [3] Market Environment and Sales Performance - Regarding the "Double Eleven" e-commerce event, the company noted a cautious consumer sentiment and stated that specific sales data would be confirmed post-event [4] Water Health Business Growth - The water health segment experienced double-digit growth in the first three quarters, with positive performance in both domestic and international markets, driven by the success of water purifiers and filter products [5] New Factory Impact - The new factory's operation is expected to increase the self-production ratio, positively affecting overall gross margin [6] Capital Operations and Strategic Acquisitions - With ample cash flow, the company plans to focus on strategic acquisitions related to emerging technologies and overseas premium brand channels, committing to timely information disclosure for any specific investment plans [7]