Day: 1 4 月, 2025

HONG KONG, Apr 1, 2025 - (ACN Newswire via SeaPRwire.com) - Fosun International (HKEX: 0656), which is committed to advancing its core business-focused and business streamlining strategy, announced its 2024 annual results on 30 March.According to the results announcement, in 2024, Fosun International’s total revenue reached RMB192.14 billion, representing a slight decrease of 3.1% from 2023. Its four core subsidiaries – Yuyuan, Fosun Pharma, Fosun Insurance Portugal, and Fosun Tourism Group (“FTG”) – generated a total revenue of RMB134.65 billion, accounting for 70.1% of the Group’s total revenue. Due to a one-off book loss related to an individual investment during the reporting period, the Group’s loss attributable to owners of the parent for the year amounted to RMB4.35 billion.“In the past year, we sustained steady growth momentum and demonstrated robust resilience in the face of global economic fluctuations and market challenges. We continuously advanced our core business-focused and business streamlining strategy by divesting non-core assets and heavy assets to focus on core operations, reduce debt, and optimize our capital structure. In the course of asset divestment, the adjustment in the carrying value of an individual investment impacted our 2024 financial performance. Nonetheless, Fosun’s overall operational fundamentals remain stable, the core businesses are under healthy development, and the industrial operation profits and operating cash flows stay healthy and stable,” Guo Guangchang, Chairman of Fosun International, stated in the letter to shareholders.CITIC Securities released a research report based on Fosun International’s 2024 annual results on 30 March, stating that the company’s industrial operations remain stable, while the loss is mainly attributable to the one-off impairment from its investment. In fact, excluding the one-off non-cash impairment loss, Fosun International’s profit attributable to owners of the parent for 2024 amounted to RMB750 million, and the industrial operation profit, which reflects Fosun’s fundamentals and growth potential, reached RMB4.9 billion.Additionally, Fosun’s financial position remained sound. As at the end of 2024, the total debt to total capital ratio was 52%, and cash and bank balance and term deposits amounted to RMB106.34 billion, representing an increase of approximately RMB13.88 billion from the previous year. Healthy debt ratios and strong liquidity buffer not only strengthen the company’s resilience against risks but also enhance its ability to seize development opportunities.“We believe that our clear strategic focus and robust industrial operational capabilities are the key to driving Fosun’s long-term steady growth,” Guo Guangchang said.Pursuing “strategic advancements and exits”, further deepening focus on core industriesSince last year, Guo Guangchang has summarized Fosun’s current strategy as “strategic advancements and exits” on multiple occasions. He noted that in the past few years, Fosun has mainly prioritized “exit” to streamline its business. However, starting in 2024, it has placed greater emphasis on “strategic advancements and exits”. By pursuing “advancements” in core operations, it has leveraged development to address challenges.The results announcement indicated that from 2022 to 2024, Fosun completed the divestment of approximately RMB75.0 billion of non-strategic and non-core assets. In 2024, the signed asset divestment amounted to approximately RMB17.5 billion equivalent at the group level, and approximately RMB30.0 billion equivalent at the consolidated level.Fosun’s steadfast commitment to divesting non-strategic and non-core assets has not only strengthened its liquidity buffer, but also provided robust support for accelerating its focus on core industries, including health, tourism and culture, consumption, and insurance.In 2024, Fosun continuously pursued advancements in core businesses. In the health business, Fosun Pharma increased its stake in Fosun Kairos to 100%, further focusing on the research and development (“R&D”), manufacturing and commercialization of CAR-T cell therapy. In the tourism and culture business, the ULTRAMED Hainan project in Sanya was officially launched. FTG also signed an asset-light operation agreement for the Jinsha Bay project in Shenzhen, marking the launch of the first Club Med in the Greater Bay Area. In addition, the Taicang Alps Resort Phase II project is about to commence, it is developed by Taicang municipal government platform and managed by FTG. In March 2025, FTG successfully completed its privatization, providing the company with greater flexibility and efficiency in accelerating its asset-light transformation.According to the 2024 financial results, the four core subsidiaries, which contributed more than 70% of Fosun’s total revenue, delivered solid performance. Among which, Fosun Pharma achieved operating revenue of RMB41.07 billion and net profit attributable to shareholders of RMB2.77 billion, representing a year-on-year increase of 16.08%; Fosun Insurance Portugal’s total gross written premiums reached EUR6.17 billion and net profit reached EUR173.5 million; FTG achieved sustained profitability, with Club Med’s business turnover reaching a record high of RMB16.15 billion, while Atlantis Sanya’s business turnover remained at a high level; despite the impact of structural adjustments in the domestic consumption patterns, Yuyuan lowered its asset-liability ratio to 67.82% through active adjustment. The company also boasted ample cash on hand of RMB10.69 billion, positioning it for future growth.It is worth noting that after years of accumulation and cultivation, Fosun’s two domestic insurance companies have ushered in a period of rapid development. The total premium income of Pramerica Fosun Life Insurance surged from RMB4,346 million in 2023 to RMB9,251 million in 2024, while Fosun United Health Insurance also experienced steady growth in premium income, and both companies achieved profitability. In 2024, the profit attributable to owners of the parent of the insurance segment was RMB1.716 billion, representing a significant increase of 117% year-on-year.“We have integrated Fosun’s profound industry expertise, extensive investment experience, and high-quality commercial resources with the operations and investments of insurance companies, forming a three-dimensional “insurance + industry + investment” flywheel-driven strategy.” Guo Guangchang believes that the collaborative growth of Fosun’s domestic and international insurance companies and various industries has laid a strong foundation for Fosun’s flywheel-driven strategy.Unlocking value through core capabilities in “globalization + innovation”Thanks to its two core capabilities in globalization and innovation, Fosun has steadily developed its core businesses while pursuing strategic advancements and exits.In 2024, Fosun continued to deepen its business presence in more than 35 countries and region in the world, consolidating its global operational capabilities. Building on a high base from the previous year, its overseas revenue for 2024 grew 6.2% year-on-year to RMB94.78 billion, and the proportion of overseas revenue further rose to 49.3%.It is believed that amid the rising de-globalization trend, Fosun’s globalization capabilities are becoming increasingly scarce, and its high-quality global operations are emerging as a powerful engine for new round of growth.In 2024, Fosun’s innovative biopharmaceutical platform, Henlius, became a key player in the overseas expansion of Chinese innovative drugs. During the reporting period, Henlius’ overseas product sales revenue surged 30.76% compared to the previous year. HANSIZHUANG, the world’s first anti-PD-1 monoclonal antibody for the first-line treatment of small cell lung cancer, independently developed by the company, was approved for marketing in the European Union, extending its reach to more than 30 countries and regions; HANQUYOU was approved for marketing in the U.S. and Canada, embarking on a new journey of commercialization in North America; HANLIKANG, the first biosimilar approved in China, was approved for marketing in several countries in Latin America including Peru; HANBEITAI was approved for marketing in Bolivia. Henlius now has four self-developed and self-manufactured products approved for overseas marketing. Benefiting from the ongoing market expansion of key products, Henlius achieved operating revenue of approximately RMB5.72 billion and net profit of RMB820.5 million in 2024, representing a substantial increase of 50.3% year-on-year.Leveraging Fosun’s global ecosystem, Hainan Mining has accelerated its global resource strategy, successfully acquiring one overseas project each year for the past three years. During the reporting period, Hainan Mining completed the acquisition of oil interests in four oil blocks in the Sultanate of Oman and initiated the acquisition of two producing zirconium-titanium mines in Mozambique, planning to further increase its investment in Africa while entering the promising small metals and rare-earth industries. In addition, as at March 2025, the first phase construction of the project Bougouni lithium mine in Mali Africa had met the conditions for continuous and stable production. In 2024, Hainan Mining’s overseas subsidiaries achieved revenue of RMB1,968 million, accounting for 48% to the total revenue. Driven by the globalization strategy, the company reported a net profit attributable to shareholders of RMB706 million, representing a year-on-year increase of 12.97%, and a net profit excluding non-recurring gains and losses of RMB680 million, representing a significant increase of 23.72% year-on-year.Among overseas member companies, Fosun Insurance Portugal has continued to consolidate its leading position in the local market while fully leveraging Fosun’s “global organization + local operations” capabilities, achieving double-digit growth in international business. In 2024, its overseas revenue reached EUR1.84 billion and the proportion of international business rose to 29.8%.Following the successful overseas debut of Fosun’s iconic cultural IP, the Yuyuan Garden Lantern Festival, in Paris, France from late 2023 to early 2024, it has embarked on another overseas journey in 2025. In January 2025, the Yuyuan Garden Lantern Festival themed lantern installation made a stunning appearance in Hanoi, Vietnam, commemorating the 75th anniversary of the establishment of diplomatic relations between China and Vietnam. This year, it will also be featured in Thailand, continuing to showcase the charm of oriental culture globally.In Guo Guangchang’s view, innovation and globalization are complementary and are the most important pillars of Fosun. In 2024, Fosun’s investment in technology innovation reached approximately RMB6.9 billion. At present, it has established more than 20 global technology innovation centers covering various industries and fields, continuously fostering the launch of new technologies and products.In terms of R&D of innovative drugs, a total of 16 indications of 7 innovative drugs/ biosimilars independently developed and licensed-in by Fosun Pharma were approved for launch. In terms of medical devices and medical diagnosis, the Ion Robotic Bronchoscopy (“Ion System”) of Intuitive Fosun, and F-i6000 Automated Chemiluminescence Immunoassay Analyzer, F-C2000 Fully Automated High-Speed Chemiluminescence Analyzer, and Cytokine Detection Reagent (Chemiluminescence Method), which were independently developed by Fosun Pharma, were all approved for launch in Chinese mainland. During the reporting period, the pharmaceutical manufacturing segment of Fosun Pharma submitted 220 patent applications, including 3 American patent applications, 18 PCT applications, and Fosun Pharma has obtained 66 licensed invention patents authorization.Facing the burgeoning AI trend, Fosun has accelerated its development around its core businesses, deeply integrating AI technology into its diverse scenarios to drive innovation and enhance efficiency. For instance, Fosun Pharma launched the PharmAID decision intelligence platform, which supports accurate and efficient decision-making to accelerate and improve drug R&D; Sisram is exploring the use of AI for precise skin analysis and personalized skin care solutions; the ULTRAMED Hainan project in Sanya is set to create the world’s first AI-themed resort by utilizing AIGC technology for guest room customization and introducing the digital human G.O (Gentle Organizer) service to enhance tourist experience.“Looking ahead, we will further deepen our focus on core industries. By leveraging our globalization and innovation capabilities, we are confident in our ability to maintain steady development, creating long-term, stable value for our shareholders,” Guo Guangchang said. Copyright 2025 ACN Newswire via SeaPRwire.com.

HONG KONG, Mar 26, 2025 - (ACN Newswire via SeaPRwire.com) - Wuling Motors (00305.HK), a leading manufacturer of automotive components and commercial vehicles assembly in China, announced its full-year results for 2024 on March 25. Driven by the increased proportion of sales from high-margin products in the automotive components and other industrial services division, Wuling Motors recorded a net profit of approximately 111 million yuan (RMB, same hereinafter) for 2024, representing a 60.2% year-on-year increase. The profit attributable to the owners of the company surged by 115.6% year-on-year to 50.62 million yuan.Core Business Growth Exceeds Expectations with Multiple Notable Breakthroughs in Incremental MarketsIn 2024, Wuling Motors achieved revenue of 7.95 billion yuan, with the automotive components and other industrial services division, the vehicles’ power supply systems division, and the commercial vehicles assembly division accounting for 69%, 22% and 9%, respectively.Specifically, the automotive components and other industrial services division recorded revenue of approximately 5.46 billion yuan. The increase in the proportion of high-margin product sales, coupled with higher government subsidies, led to an operating profit of approximately 154 million yuan, representing a 68.3% year-on-year surge.In 2024, Wuling Motors focused on deepening its existing business with its key customer - SAIC-GM-Wuling, while actively expanding externally. It successfully secured component supply transactions for multiple new vehicle models, serving as the exclusive supporting supplier for products such as electric seat switches and combination switches.Meanwhile, Wuling Motors pursued multiple breakthroughs in external markets, actively expanding its power battery product offerings and securing incremental market opportunities with OEMs such as Dongfeng Mengshi, FAW Jiefang, Chery Automobile, and Geely Automobile.A newly constructed and operational base in Jingmen, Hubei has seized the opportunity presented by Great Wall Motor’s production ramp-up to maintain rapid growth. In 2024, the base achieved revenue of approximately 729 million yuan, representing an exceeded 100% year-on-year increase; In terms of product development, the company completed the expansion of its second ultra-high-strength steel tube thermoforming production line within the year and successfully secured incremental customer orders from Great Wall Motor and BYD.Furthermore, Wuling Motors has successively undertaken the production of SAIC Maxus rear axles, BYD FinDreams Powertrain spiral bevel gears, and Dola Vehicle subframes, among other components, with the cumulative production and sales volume of new energy vehicle rear axles exceeding 1.5 million units. At the same time, Wuling Motors has actively capitalized on emerging opportunities in the new energy supporting market, successfully developing and optimizing products such as the new generation of new energy electric rear axles, integrated three-in-one motors and electric control systems, range extenders, power supply systems, and differential locks. Multiple new energy electric car axles have been successfully supplied for the electric drive axle and range extender projects of Great Wall Motor, JAC, and others. Notably, the first commercially deployed axial electric drive axle for the Changan Kaicene market has entered mass production.For the automobile power supply systems business, the division’s revenue for 2024 was approximately 1.74 billion yuan. Throughout the year, the power supply systems division maintained proactive communication with customers and enhanced its ability to manage planned orders, taking measures to reduce inventory and improve efficiency while ensuring customer demand was met. The casting business broke through adversity, continuing to expand its growth points, and successfully securing new market supply orders from the customer Changyuan Hero City, with the division’s total casting sales reaching 1.18 million units for the year, representing a 25% year-on-year increase.In addition, relying on the project platform management advantages, Wuling Motors’ power supply systems business focused on core projects such as the H15TD+DHT hybrid assembly architecture platform, the integrated three-in-one electric drive system, and high-pressure casting, to promote the construction of new energy projects with customers such as Skyworth, DFLZ, Zoomlion, and Senptec Electronics. It actively developed the new energy customer market with companies such as JAC, YC SIMLAN, Hebei Zhongxing, Geely Farizon, Chery Commercial Vehicles, Xpeng Motors, and Leapmotor. At the same time, it seized opportunities in overseas markets, with a focus on advancing projects such as the LJ481Q6 matching JAC M4 export (to Gulf countries), the overseas CLT flexible fuel hybrid project, and the Wuling Technology MSR project, to lay a solid foundation for overseas development.The commercial vehicles assembly business recorded a revenue of approximately 718 million yuan in 2024. Benefiting from the implementation of cost control measures, the operating profit reached approximately 75.92 million yuan. In line with the company’s strategy, the division continued to seek business breakthroughs in high-value-added niche markets.The development of the new energy vehicles business from the joint venture Wuling New Energy was favorable in 2024, achieving sales of over 14,000 units, a year-on-year increase of over 41%, and generating revenue of 1.02 billion, a year-on-year increase of 29.5%. Within the year, Wuling New Energy launched multiple products, and the Golden Mini Truck, which was launched in November, ranked third in the market for micro-small trucks with single rear wheels, positioning it among the top in the commercial vehicle market. Overseas, more than 800 units were exported to Japan and South Korea, representing a 58% year-on-year increase.Fully Supporting the Group’s Automobile Industry Ecosystem through New Growth Engines Created by Transformation and UpgradingWhile actively developing its core business, Wuling Motors is also undergoing continuous transformation and upgrading to expand into new businesses and foster new growth momentum. In 2024, Wuling Motors increased its investment in R&D to accelerate the development of its new energy business. The company also established an innovation center in Hong Kong and signed cooperation agreements with Hong Kong Polytechnic University, The Chinese University of Hong Kong, and the Hong Kong Applied Science and Technology Research Institute’s XR intelligent project to build an innovation ecosystem.2025 marks the inaugural year of the “LINXYS Project”, formulated by Guangxi Automobile Group Co., Ltd., the parent company of Wuling Motors, for the entire group. Guangxi Automobile Group plans to increase investment between 2025 and 2027 to fully promote the development blueprint centered around the “LINXYS Project” and the “131 Strategy”.The “131 Strategy” refers to 1 complete vehicle brand – the creation of the “Linxys” new energy vehicle brand; 3 national-level manufacturing champions: the national champion in small and medium displacement energy-efficient hybrid power systems, the national champion in lightweight drive axles, and the national champion in automotive frames; 1 automotive industry ecosystem: an automotive ecosystem led and operated by Guangxi Automobile Group.Mr. Yuan Zhijun, Chairman of Wuling Motors’ board of directors, stated, “The company will actively cooperate with Guangxi Automobile Group to accelerate the implementation of the ‘Linxys Project’ plan, speed up the conversion and application of scientific research results, improve the product portfolio, enhance product quality, actively expand domestic and overseas markets, and provide users with more valuable and environmentally friendly products. Under the leadership of the ‘Linxys Project’, the company is confident in achieving stable and positive operating results to allow shareholders to share in the development achievements.” Copyright 2025 ACN Newswire via SeaPRwire.com.

香港, 2025年4月1日 - (亚太商讯 via SeaPRwire.com) - 专注于微创介入冷冻治疗领域的中国创新医疗器械公司康沣生物科技(上海)股份有限公司("康沣生物"或"公司"，股份代号；6922.HK)，公布其截至2024年12月31日止年度("报告期")业绩。2024年，康沣生物实现总营收5,350万元(人民币，下同)，同比增长30.7%，主要受心脏冷冻消融系统、冷冻黏连治疗系统及其他呼吸介入产品的销量增加所带动。报告期内，毛利同比增加23.7%至达3,840万元，毛利率约71.8%。2024年及2025年第一季度，公司业务取得多项显著进展，包括但不限于︰- 心脏冷冻消融系统已于2024年1月通过生产质量管理规范审查- 继于2023年12月就配套冷冻治疗设备取得国家药监局(NMPA)的批准及于2024年1月就一次性使用冷冻探头取得NMPA的批准后，公司于2024年1月就冷冻黏连治疗系统获得上市批准- 良性狭窄冷冻消融系统已于2024年1月进入确证性临床试验阶段- 2024年5月就抗胃食管反流系统提交注册申请- 2024年7月就中国大陆呼吸介入产品与波科国际医疗贸易(上海)有限公司订立经销协议- 2024年10月公布，与广州国家实验室及广州医科大学附属第一医院订立科研合作协议。康沣生物将共同参与并完成基于液氮超低温冷冻系统研发及在肺癌消融的球囊冷冻研究- 恶性狭窄冷冻消融系统于2025年3月取得NMPA的批准。全面产品管线价值持续提升2024年，康沣生物的营收继续保持良好增长态势，在微创介入冷冻治疗行业进一步巩固其领先地位。截至2024年12月31日，康沣生物实现全年总营收达5,350万元，同比增长30.7%。作为一家中国创新医疗器械公司，康沣生物主要专注于微创介入冷冻治疗领域。凭借液氮冷冻消融技术及先进柔性导管技术，康沣生物以液氮为冷冻治疗系统的主要冷媒能量源。自2013年成立以来，康沣生物便打造了一个全面产品组合，主要专注于两大治疗领域：1) 血管介入疗法，以治疗房颤、高血压及其他心血管疾病；及2) 经自然腔道内镜手术，以治疗泌尿、呼吸及消化系统疾病。康沣生物的竞争优势、技术以及产品管线帮助其建立了竞争对手难以逾越的高准入壁垒。公司已建立全面的产品组合，包括14款冷冻治疗产品及在研产品，主要针对血管介入及经自然腔道内镜手术，以及另外九款非冷冻治疗产品及在研产品。截至2025年3月31日，公司已有十款产品实现商业化。持续研发创新推动业务取得显著进展康沣生物于2024年多个产品的在研进展取得显著佳绩。继2023年12月就心脏冷冻消融系统取得NMPA的批准后，于2024年1月亦就冷冻黏连治疗系统取得NMPA的批准。同月，良性狭窄冷冻消融系统已进入确证性临床试验阶段。与此同时，心脏冷冻消融系统亦于2024年1月通过上海市药品监督管理局的生产质量管理规范(GMP)审查。随后于2024年9月，公司在中国将其心脏冷冻消融系统商业化。此外，于2024年5月，公司就抗胃食管反流系统提交注册申请，并预期于2025年上半年获得NMPA的批准。2024年，公司的研发开支总额约7,346万元，与2023年同期基本持平，继续推动公司旗下在研产品实现商业化。根据公司规划及在研管线产品的临床试验进展预期，于2025年至2027年间，公司将分别就其正处于不同临床试验阶段的10项在研产品，包括Cryofocus冷冻消融系统、咳嗽冷冻喷雾治疗系统、哮喘冷冻消融系统、慢阻肺冷冻喷雾治疗系统、良性狭窄冷冻消融系统、肺周结节冷冻消融系统、结核冷冻喷雾治疗系统、胃部冷冻消融系统、食道冷冻喷雾治疗系统，以及房颤脉冲电场消融(PFA)系统向NMPA提交产品的注册文件，并预期分别于2026年至2027年间获得NMPA批准商业化。可以预见，公司多个重点在研产品将有望于未来两至三年内实现商业化，不断扩大康沣生物的收入基础，为其早日实现盈利提供强有力的支持。康沣生物已建立一支由具备丰富医疗器械行业或工程研发领域经验的行业专家所领导的专业产品开发团队。截至2024年12月31日，公司的产品开发团队由拥有70名员工的内部研发团队及拥有24名员工的临床操作团队组成。同时康沣生物也与行业领袖，包括科学家、医生及行业专家发展关系，令其能够全面了解患者及医生的临床需要及需求。公司已在中国及海外建立全面的知识产权组合，以保护其技术，包括其核心液氮冷冻消融技术、柔性导管技术及其他主要技术。截至2024年12月31日，康沣生物在中国及海外拥有159项专利及70项专利申请，同比增长39项专利及22项专利申请。于2024年，公司在位于浙江省宁波市及上海两个地区的生产基地生产、组装及测试其产品，总建筑面积超过17,400平方米。公司生产商业化的产品，主要包括其核心产品以及其他商业化的产品，包括肺结节定位针及单孔多通道腹腔镜手术入路系统，亦在位于宁波市的生产基地生产、组装及测试与NOTES相关的测试样品产品。而在位于上海市的生产基地则生产、组装及测试有关用于产品开发的血管介入的测试样品产品。最后值得注意的是，2024年7月，公司就中国大陆呼吸介入产品与波科国际医疗贸易(上海)有限公司("波科国际")订立经销协议。波科国际为Boston Scientific Corporation(纽约交易所上市股份代号︰BSX)于中国的附属公司。Boston Scientific是全球医疗技术领导者，通过提供广泛的高性能解决方案来满足患者需求并降低医疗保健成本，从而推动生命科学的发展。其设备和疗法组合帮助医生诊断和治疗复杂的心血管、呼吸、消化、肿瘤、神经和泌尿系统疾病和病症。根据协议，康沣生物将作为波科国际的呼吸介入领域产品于中国大陆的市场推广合作伙伴 以及独家销售代理，结合波科国际与集团的资源及支持推进有关产品在中国大陆的商业化。未来及展望康沣生物致力于成为全球微创介入冷冻治疗医疗器械平台，以冷冻技术为基础，为全球医患带来福音。2025年，为实现这一目标，康沣生物计划迅速推动在研产品的临床开发和商业化，专注于微创介入冷冻治疗，基于技术平台进一步扩大产品组合，持续研发各种底层技术及配套技术，并选择性地拓展全球业务。关于康沣生物科技（上海）股份有限公司康沣生物是一家中国创新医疗器械公司，主要专注于微创介入冷冻治疗领域。自2013年成立以来，公司打造了一个全面的产品组合，主要专注于血管介入疗法及经自然腔道内镜手术两大治疗领域。康沣生物的产品管线包括各种冷冻治疗系统和手术耗材，根据弗若斯特沙利文，其中四款获国家药监局或其省级对应机构认可为"创新医疗器械"。 Copyright 2025 亚太商讯 via SeaPRwire.com.

香港, 2025年3月31日 - (亚太商讯 via SeaPRwire.com) - 近日，在家吃饭餐食品牌锅圈食品（股票代码2517.HK）发布了年度业绩，凭借扎实的供应链能力、创新的渠道策略、高效的会员运营，锅圈食品实现营收毛利双增长。2024年，锅圈收入达人民币64.7亿元，同比增长6.2%；毛利为14.2亿元，同比增长4.9%。值得特别注意的是，截至去年年底，锅圈的注册会员达到了4133万名，同比增长了48.2%。而仅在2024年下半年，锅圈的会员数量增长就超过1000万名。而这家港股上市公司，是如何在其它企业在用户增长越来越困难的环境下，通过在家吃饭这个赛道上跑出这样的加速度的？站在行业风口，在家吃饭的"宅经济"红利火锅，不仅仅是味蕾的狂欢，更是中国人餐饮与生活方式的缩影。据行业数据，2023年中国火锅市场规模已突破6000亿元，保持稳定增长，高于餐饮行业整体的增速，预计2025年火锅市场规模达到6500亿元。而除了火锅市场蛋糕不断变大，在家吃饭市场更是高速增长，随着"宅经济"的兴起，在家吃饭成为新蓝海。现在越来越多消费者不再困于餐厅的高昂账单和排队等待，转而追求在家也能吃出"餐厅级"的体验。数据显示，中国在家吃饭餐食产品市场规模预计将在2027年达到9400亿元，年增长率超20%。处在这两块不断扩大的市场中，锅圈正是趋势的精准捕手，它的定位简单却直击痛点：让在家吃饭更简单。从火锅底料到牛羊肉卷，从海鲜拼盘到菌菇蔬菜，再到蘸料和锅具，乃至烧烤小龙虾都一应俱全，锅圈提供了一站式的火锅烧烤解决方案。这种"拎包入锅"的便捷性，不仅迎合了年轻一代的懒人经济，也让火锅从外出大餐变成了日常餐桌的主角。然而市场虽热，竞争肯定不会小。传统商超、地方生鲜品牌乃至电商巨头都在觊觎这块蛋糕。锅圈凭什么脱颖而出？答案藏在它的战略布局中。锅圈的产品力密码：创新驱动，核心经营利润稳步攀升锅圈深谙"得产品者得天下"的道理，产品线满足了从独居青年到多口之家的多元需求。更重要的是，锅圈紧跟消费趋势，创新能力也不可小觑，2024年锅圈就成功推出了412个火锅及烧烤类新SKU，同时还推出深受广大消费者喜爱的多款套餐组合产品，为消费者带去更多元的选择和更愉快的在家用餐体验。这也使得锅圈2024年核心经营利润达人民币3.1亿元，同比增长3.1%。树立供应链护城河，从源头到餐桌的极致掌控食品行业，供应链是命脉。锅圈通过与上游优质供应商深度绑定，确保了食材的新鲜与品质。公司拥有六个食材生产厂，包括生产牛肉产品的和一工厂、生产肉丸产品的丸来丸去工厂、生产火锅底料产品的澄明工厂、生产水产类产品的欢欢工厂、生产滑类产品的逮虾记、和生产酸汤底料产品的台江工厂，实现了产业链的深度布局。通过在产业端的深耕与布局，锅圈不仅持续提升在上游采购端的议价能力，同时释放生产端的规模效应，助力生产成本持续优化，进一步确保了锅圈可以向消费者兑现"好吃方便还不贵"的承诺。而相较之下，潜在竞争者就会受制于供应链短板，难以复制锅圈的规模效应。这种供应链的高效闭环，既是锅圈独特的护城河，也是其竞争优势的重要来源。品牌营销，从线下到线上的流量密码截至去年年底，锅圈零售门店网络已覆盖全国31个省、自治区及直辖市，门店数量已达到10150家门店，在庞大线下网络的基础之上，锅圈借力线上社交电商和短视频平台，所带来的规模效应就十分巨大。2024年，锅圈继续通过多层级的抖音账号扩大消费者触达，全年锅圈品牌及产品在抖音渠道的总曝光量突破62.1亿次。其中，从五月底开始陆续推出的"99元毛肚自由火锅套餐"、"99元酸菜鱼自由火锅套餐"等超高性价比火锅套餐，深受广大消费者欢迎。仅毛肚火锅套餐这一款，全年就累计售出超过人民币5亿元。凭借抖音端的优异表现，锅圈于2024年抖音年度大奖中，斩获最佳品牌先锋大奖。以社交电商为入口，锅圈构建了品牌与消费者的深度交互，这种"线上引流、线下体验"的模式，不仅大大增加了用户量，而且通过线上流量向社区门店的自然导流，增强用户实体店体验感，会让锅圈的品牌形象深入人心，从而可以形成长期消费习惯。而从预付卡数据上观察，锅圈在会员大幅增长的同时，继续加强及深化预付卡计划，预付卡预存金额快速增加，达到约人民币9.9亿元，同比大幅上升36.6%。财务指标健康，现金流充沛，扩张有底气锅圈的野心肯定不止于眼前的蛋糕。在继续拓展多层级的销售网络，提升已覆盖地区的市场渗透率的同时，锅圈计划通过诸如乡镇店等新店型，覆盖更多的县乡市场。与此同时，公司也开始试水海外市场，计划初步探索海外区域市场，向外输出供应链能力，探索海外销售增长点。这种"下沉市场+全球视野"的扩张策略，为锅圈的未来的长期增长埋下了伏笔。而从财务上看，24年度，经营性现金流入为人民币5.31亿元，保持了健康、稳健的现金流。截至2024年12月31日，包括现金、银行存款及理财产品的可动用资金余额为人民币21.25亿元，外部融资依赖低。现金流的健康状态，为锅圈的扩张提供了充足弹药。展望未来，锅圈不仅提到将扩大及深化全渠道销售网络，同时也将继续探索智慧化的无人零售改造，以进一步延长门店营业时间，切入夜宵场景，打造全时段的即时零售门店网络。而针对现有门店，通过加盟商组织及店长组织，继续加强培训赋能，全面提升单店效能。对于新崛起的中国AI能力，锅圈将拥抱AI，赋能上下游，不断提升数字化能力，增强存货流转的高效管理，并通过精准营销，扩大会员群体，提高会员活跃度及复购率。当前，锅圈市盈率约20倍，在锅圈注册会员的高速提升的背景下，未来锅圈业绩兑现实现高比例增长可期，同时结合其高增长、低负债和强现金流的特性，这样低的估值在目前来看也非常具有吸引力。锅圈从一包火锅食材做起，在品类、地域、线上线下不断扩展。未来，它能否成为新的国民乃至国际品牌？相信时间会给出答案。 Copyright 2025 亚太商讯 via SeaPRwire.com.