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哈尔斯(002615) - 浙江哈尔斯真空器皿股份有限公司投资者关系活动记录表
HAERSHAERS(SZ:002615)2023-07-04 17:34

Market Performance - The growth of the thermal cup category is attributed to the maturation of the overseas market, which has evolved from a single-use container to a scenario-based tool, leading to optimistic industry capacity and prospects [2] - The domestic market is experiencing an increase in penetration, with a projected compound annual growth rate (CAGR) of around 10% over the next few years [2] - The rise of various brands in apparel and outdoor sports is increasing consumer exposure and purchase frequency of thermal cups, enhancing their consumer product attributes [2] Overseas Market Insights - The company's overseas market primarily focuses on the US, Europe, and Japan/Korea, with clients expressing optimism about growth despite some pressures [3] - The SIGG brand, acquired by the company, has shown significant growth in the European market, particularly in the German-speaking regions, benefiting from marketing investments and collaborations with high-end brands [3] Strategic Developments - The company is the first in the industry to establish overseas production capacity, with an initial investment of no more than $60 million planned for the second phase [4] - The company plans to enhance its self-owned brand, Hars, over the next three years, focusing on optimizing five key areas: product, organization, and channels [4] Financial Performance - The company experienced a decline in Q1 2023 performance due to economic factors and inventory digestion by mainstream market clients, but expects recovery in Q2 [4] - The depreciation of the RMB has positively impacted the company's performance, as most products are priced in USD [3] Product Innovation - The company's smart cups feature OLED displays, app interaction, and health management functions, with ongoing research and development for new products [5] - A partnership with Zhejiang University aims to explore the role of smart water containers in health management [5]