来源：新浪证券-红岸工作室 10月9日，浙江正特跌0.51%，成交额2057.40万元，换手率0.39%，总市值56.10亿元。 异动分析 宠物经济+露营经济+跨境电商+人民币贬值受益+共同富裕示范区 1、公司生产的主要产品有宠物屋、宠物围栏、笼子。 2、公司现拥有遮阳制品、户外休闲家具两大产品系列，其中遮阳制品主要包括遮阳篷和遮阳伞，户外 休闲家具主要包括宠物屋、户外家具和晾晒用具。公司产品被广泛应用在户外休闲场所、酒店、个人庭 院等领域，是国内户外休闲家具及用品领域产品种类较为齐全的生产企业之一。 3、公司2022年10月11日互动易回复：公司产品主要销往欧美市场，销售渠道包括大型连锁超市、品牌 商、电商平台等。凭借研发设计能力和产品品质优势，公司进入了沃尔玛、好市多等大型连锁超市的供 应商体系。公司自主品牌"Abba Patio"、"Sorara"的相关产品自2014年以来陆续采用跨境电商模式，通过 各大互联网电商平台如Amazon、Wayfair、BOL等在北美、欧洲等地区开展销售。 5、公司注册地址为临海市，主要从事户外休闲家具及用品的设计研发、生产和销售。产品主要有户外 休闲家具、遮阳伞、帐篷等三 ...

来源：新浪证券-红岸工作室 9月29日，浙江正特跌0.12%，成交额1854.41万元，换手率0.36%，总市值55.04亿元。 异动分析 宠物经济+露营经济+跨境电商+人民币贬值受益+共同富裕示范区 1、公司生产的主要产品有宠物屋、宠物围栏、笼子。 2、公司现拥有遮阳制品、户外休闲家具两大产品系列，其中遮阳制品主要包括遮阳篷和遮阳伞，户外 休闲家具主要包括宠物屋、户外家具和晾晒用具。公司产品被广泛应用在户外休闲场所、酒店、个人庭 院等领域，是国内户外休闲家具及用品领域产品种类较为齐全的生产企业之一。 3、公司2022年10月11日互动易回复：公司产品主要销往欧美市场，销售渠道包括大型连锁超市、品牌 商、电商平台等。凭借研发设计能力和产品品质优势，公司进入了沃尔玛、好市多等大型连锁超市的供 应商体系。公司自主品牌"Abba Patio"、"Sorara"的相关产品自2014年以来陆续采用跨境电商模式，通过 各大互联网电商平台如Amazon、Wayfair、BOL等在北美、欧洲等地区开展销售。 4、根据2024年年报，公司海外营收占比为92.75%，受益于人民币贬值。 5、公司注册地址为临海市，主要从事户外休闲 ...

Core Insights - The summer economy has surged in the Northern Hemisphere, significantly boosting demand for Chinese e-commerce products, particularly sun protection and cooling items [1] - From June to July, cross-border sales of summer products on the platform saw a dramatic increase, with portable fans, sunshades, and sunglasses becoming the top three items, achieving over one million total sales in just two months [1] Group 1: Consumer Trends - Global consumers are showing diverse demands for summer products, with Japanese consumers investing heavily in sunscreen, leading to strong sales of sunscreen products in Japan [1] - Southeast Asian markets, particularly Vietnam and Malaysia, are favoring portable fans due to their practicality, while Thai consumers prefer sunshades for outdoor activities [1] Group 2: E-commerce Strategy - The success in tapping into the overseas summer economy is attributed to the support provided by cross-border e-commerce platforms to merchants [1] - Since the launch of the "Taobao Tmall Overseas Growth Plan" in 2024, cross-border sales have become a new growth engine for merchants, allowing them to easily ship goods to official collection warehouses in mainland China, with logistics managed by the platform [1]

Group 1 - The core viewpoint of the article highlights a significant increase in cross-border sales of summer products on Taobao, particularly portable fans, sunshades, and sunglasses, which collectively surpassed one million units sold within two months [1] - A notable surge in merchant growth has been observed, exemplified by "Zhongpusite," a company specializing in portable cooling devices, which experienced over a 20-fold year-on-year increase in cross-border GMV after joining the "Taobao Tmall Overseas Growth Plan" [1] - Since the launch of the "Taobao Tmall Overseas Growth Plan" in 2024, cross-border sales have emerged as a new growth engine for Taobao merchants, allowing them to retain ownership and pricing rights without incurring additional operational costs [1] Group 2 - Merchants participating in the plan only need to send overseas orders to the official consolidation warehouse in mainland China, with the platform handling subsequent cross-border logistics, facilitating a "one-click global selling" experience [1]

Group 1 - The extreme heat wave has led to a surge in global demand for summer products from China, particularly portable fans, sunshades, and sunglasses, with total sales exceeding one million units in just two months [1] - Different regions exhibit diverse preferences for summer products, such as swimwear in Kazakhstan, mosquito repellent in Hong Kong, sunscreen in Japan, portable fans in Southeast Asia, and sunshades in Thailand, indicating a growing variety in consumer needs [1] - In Australia, despite being winter, there is a strong demand for cooling products, with a reported over 20% year-on-year growth in GMV for these items during June and July [2] Group 2 - The introduction of the "Taobao Tmall Overseas Growth Plan" in 2024 has significantly boosted cross-border e-commerce, allowing merchants to retain control over pricing and inventory without additional operational costs [2] - The innovative fan lamp, which combines lighting and cooling functions, has seen a remarkable 380% year-on-year increase in GMV, highlighting a new trend in summer consumer products [2]

Group 1 - The Cologne International Garden Exhibition showcased innovations in the gardening industry, emphasizing the importance of sustainable design and materials [1][2] - The exhibition attracted nearly 1,600 exhibitors, highlighting trends in outdoor furniture, gardening accessories, and tools, with a focus on enhancing garden life [1] - Chinese companies represented over half of the exhibitors, demonstrating advancements in green design and sustainable materials in the gardening sector [2] Group 2 - Hartman Company presented a unique outdoor plastic bench that collects and stores rainwater, showcasing innovative applications in gardening [1] - The exhibition featured various eco-friendly materials, such as 100% recyclable plastics used in flower pots by Schuricht Company [1] - Chinese enterprises, like Meiya Xin Furniture, are transitioning from OEM to self-branded products, focusing on green innovation and exporting to multiple regions [2]

Group 1 - The Cologne International Garden Exhibition showcased the latest trends and innovations in outdoor living, with a focus on "garden design" [1] - Over half of the 1593 exhibitors were from China, highlighting the country's achievements in green design and sustainable materials in the gardening industry [1] - The exhibition featured advanced outdoor furniture, gardening accessories, garden tools, and barbecue solutions, utilizing AR technology for enhanced visitor engagement [1] Group 2 - Meiyaxin Furniture presented new indoor-outdoor furniture made from fluorine-free eco-friendly materials, transitioning from OEM to self-branded and original design [2] - The company has established stable collaborations with over ten designers globally, aiming to enhance product design and brand recognition in international markets [2] - The export network of Meiyaxin covers Europe, America, the Middle East, and Southeast Asia, reflecting the growing competitiveness of Chinese manufacturing in quality and design [2] Group 3 - Zhejiang Zhengte's booth attracted many visitors, showcasing a range of outdoor furniture and innovative products [3] - The company emphasized the importance of the exhibition as a platform for showcasing innovations and engaging with customers [3] - Hangzhou Zhongyi Industrial presented smart sunrooms and outdoor furniture solutions, pushing for a dual-wheel strategy to strengthen brand competitiveness [4] Group 4 - The Vice President of the Cologne Exhibition Group noted that the participation of numerous Chinese companies brought high-quality products and innovative ideas, receiving positive feedback [5] - There is a growing demand among German and European consumers for well-designed, high-quality green products, with an increasing acceptance of Chinese brands in the market [5]