港股异动 | 卡罗特(02549)再涨超7%暂现四连阳 公司推进全渠道布局及海外供应链 在海外市场增速更快

智通财经
12 Nov 2024

智通财经APP获悉,卡罗特(02549)再涨超7%,股价暂现四连阳,累计涨幅超40%。截至发稿,涨6.4%,报6.32港元,成交额1549.42万港元。

国泰君安指出,全球厨具市场规模保持稳健增长,炊具/厨房用具/饮具是重要构成。该行指出,公司有丰富的历史经验积累、清晰的产品开发架构、美学及本土化团队配置,产品开发能力居业内翘楚,国内首推麦饭石系列;产品矩阵丰富、品牌势能强、性价比优势突出、推进线下渠道,超2500 个sku 覆盖炊具/厨房器具/饮具等多品类;灵活的轻资产供应链类SHEIN 模式,推进海外供应链建设,上新速度及周转效率超越同行。

招银国际则表示,卡罗特是一个全球厨房用品品牌,产品主要通过线上销售,业务覆盖约19个国家和地区(主要市场包括中国、美国等)和19个平台(包括亚马逊沃尔玛、天猫等)。该行指,卡罗特在中国增长迅速,抢占市场份额,特别是淘宝和天猫。同时,公司在海外市场增速更快,原因是其受欢迎程度持续上升,海外扩展更有利于利润率提升,加上西欧和日本市场仍具较大增长空间。

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