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跨境大卖晨北科技2024年财报:营收破6.5亿美元 非亚马逊渠道占比增至25.5%

韩笑 2025-03-25 18:59
韩笑 2025/03/25 18:59

邦小白快读

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晨北科技2024年财报显示关键业绩亮点和实用策略。

1. 营收达6.5亿美元,同比增长11.5%,净利润9304.8万美元增20.1%,体现强劲增长。

2. 非亚马逊渠道占比增至25.5%,提升3.5个百分点,增速29%,减少单一平台依赖。

3. 地区市场表现突出:北美贡献73.6%营收增11.8%,欧洲增4.3%(德国增50.3%、英国增24.4%),亚洲增37.7%(日本和中东为主)。

4. 品牌实操:Levoit营收4.24亿美元增29.5%,空气净化器市占率33%;TikTok渠道成功,如Levoit空气净化器销量10万单、销售额500万美元。

5. 未来战略包括产品升级、渠道拓展、地理覆盖和品牌提升,提供可借鉴路径。

品牌营销和产品研发方面有显著干货。

1. 品牌渠道建设:非亚马逊渠道占比25.5%,TikTok渠道表现突出(Levoit空气净化器销量10万单、Etekcity营养秤34.7万单),Instagram、YouTube和独立站多维度营销。

2. 产品研发:聚焦智能家居设备,Levoit空气净化器领先,Cosori空气炸锅在欧洲多国排名前列,新品牌Pawsync推出智能宠物喂食器完善生态。

3. 消费趋势:用户行为显示欧洲和亚洲增长强劲,德国增50.3%、英国增24.4%、日本中东增37.7%,智能家居需求上升。

4. 品牌定价和竞争:核心品牌Levoit在美市占率提升4.4个百分点,Cosori占据西班牙、挪威首位,体现竞争优势。

增长机会和可学习策略提供实用指导。

1. 增长市场:欧洲和亚洲表现亮眼,德国增50.3%、英国增24.4%、亚洲增37.7%(日本中东为主),提示新兴区域潜力。

2. 机会提示:非亚马逊渠道增速29%,TikTok渠道销量可观(如Etekcity营养秤34.7万单),独立站和社交平台营销获取流量。

3. 可学习点:减少亚马逊依赖策略,从2020年超90%降至25.5%,提供渠道多元化模式。

4. 最新商业模式:多渠道拓展(零售渠道和TikTok),2025年战略包括扩大产品组合和地理覆盖,如深化欧洲市场占有率。

5. 风险提示:过度依赖单一平台风险,应对措施包括加大非亚马逊渠道投资。

产品需求和电商启示突出商业机会。

1. 产品生产和设计需求:智能家居设备如空气净化器(Levoit市占率33%)、空气炸锅(Cosori欧洲领先)、人体秤(Etekcity亚马逊领先)需求高。

2. 商业机会:新品牌Pawsync智能宠物喂食器布局宠物用品生态,亚洲市场增37.7%显示潜力。

3. 推进数字化和电商启示:多渠道销售策略(非亚马逊渠道增速29%),TikTok营销成功(关联达人超1.9万),提供减少平台依赖实践。

4. 启示:独立站和社交平台曝光加大,帮助企业优化生产和设计以适应多地区增长。

行业趋势和解决方案提供关键洞察。

1. 行业发展趋势:智能家居设备市场增长,晨北营收增11.5%、净利润增20.1%,欧洲亚洲地区扩张明显。

2. 客户痛点:平台依赖问题突出(亚马逊占比高),解决方案:多渠道拓展(非亚马逊增速29%),TikTok渠道成功案例。

3. 新技术:智能产品研发如空气净化器、营养秤,数据支持(如Levoit销量10万单)。

4. 解决方案启示:独立站和Instagram、YouTube营销策略,帮助企业多维度获取流量。

平台需求和风险提示实用干货。

1. 商业对平台的需求:商家减少亚马逊依赖(占比降至25.5%),提示平台需创新招商策略以留住客户。

2. 平台的最新做法:无直接信息,但可基于趋势推断风险,如商家转向TikTok等渠道(销量破10万单),建议平台优化运营管理。

3. 风向规避:单一平台依赖风险(如2020年超90%),机会在平台招商新业务,结合晨北多渠道战略。

4. 运营管理启示:数据(非亚马逊增速29%)显示平台需应对商家流失,加强服务以维持合作关系。

产业动向和商业模式分析提供深度见解。

1. 产业新动向:渠道多元化趋势,非亚马逊渠道占比提升至25.5%,增速29%,减少平台依赖。

2. 新问题:平台依赖挑战(2020年超90%),应对策略包括TikTok拓展和独立站营销。

3. 商业模式:多品牌组合(Levoit、Cosori、Etekcity、Pawsync),智能产品聚焦(如空气净化器市占率33%),地理扩张(欧洲深化占有率)。

4. 政策法规启示:虽无直接建议,但战略如拓展欧洲市场,隐含产业政策支持需求。

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声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

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Quick Summary

Venture's 2024 financial report reveals key performance highlights and practical strategies.

1. Revenue reached $650 million, up 11.5% YoY, with net profit surging 20.1% to $93.048 million, demonstrating robust growth.

2. Non-Amazon channels grew to 25.5% of revenue, a 3.5 percentage point increase, with 29% growth, reducing reliance on a single platform.

3. Regional markets performed strongly: North America contributed 73.6% of revenue (up 11.8%), Europe grew 4.3% (led by Germany +50.3%, UK +24.4%), and Asia surged 37.7% (primarily Japan and the Middle East).

4. Brand operations: Levoit revenue hit $424 million (+29.5%), holding 33% market share in air purifiers; TikTok channel succeeded, e.g., Levoit air purifier sales reached 100k orders generating $5 million.

5. Future strategy includes product upgrades, channel expansion, geographic coverage, and brand enhancement, offering a replicable path.

Significant insights on brand marketing and product R&D.

1. Brand channel building: Non-Amazon channels account for 25.5%; TikTok performed exceptionally (Levoit air purifier: 100k orders, Etekcity nutrition scale: 347k orders), with multi-platform marketing on Instagram, YouTube, and DTC sites.

2. Product R&D: Focus on smart home devices; Levoit leads in air purifiers, Cosori air fryers rank top in multiple European markets, and new brand Pawsync launched smart pet feeders to complete the ecosystem.

3. Consumer trends: User behavior shows strong growth in Europe and Asia (Germany +50.3%, UK +24.4%, Japan/Middle East +37.7%), indicating rising smart home demand.

4. Brand pricing & competition: Core brand Levoit increased US market share by 4.4 percentage points; Cosori leads in Spain and Norway, reflecting competitive advantages.

Practical guidance on growth opportunities and learnable strategies.

1. Growth markets: Europe and Asia showed strong performance (Germany +50.3%, UK +24.4%, Asia +37.7%), highlighting emerging regional potential.

2. Opportunity alerts: Non-Amazon channels grew 29%; TikTok generated substantial sales (e.g., Etekcity scale: 347k orders); DTC sites and social platforms drive traffic.

3. Learnings: Strategy to reduce Amazon reliance (down from >90% in 2020 to 25.5%) provides a channel diversification model.

4. Latest business models: Multi-channel expansion (retail + TikTok); 2025 strategy includes broadening product portfolio and geographic coverage, e.g., deepening European market penetration.

5. Risk alert: Over-reliance on single platform risks; countermeasures include increasing investment in non-Amazon channels.

Highlights product demand and e-commerce insights revealing commercial opportunities.

1. Product production & design needs: High demand for smart home devices like air purifiers (Levoit 33% market share), air fryers (Cosori leads in Europe), and body scales (Etekcity leads on Amazon).

2. Business opportunities: New brand Pawsync's smart pet feeder expands pet supplies ecosystem; Asia's 37.7% growth shows potential.

3. Digital & e-commerce insights: Multi-channel sales strategy (non-Amazon channels grew 29%); successful TikTok marketing (collaborations with 19k+ creators) offers practices to reduce platform dependency.

4. Implications: Increased exposure via DTC sites and social platforms helps optimize production and design for multi-regional growth.

Key insights on industry trends and solutions.

1. Industry trends: Smart home device market growth; Venture's revenue up 11.5%, net profit up 20.1%; significant expansion in Europe and Asia.

2. Client pain points: Platform dependency issue (high Amazon reliance); solution: Multi-channel expansion (non-Amazon growth 29%) and TikTok success cases.

3. New technologies: Smart product R&D (air purifiers, nutrition scales) supported by data (e.g., Levoit 100k orders).

4. Solution implications: DTC site and Instagram/YouTube marketing strategies help businesses acquire traffic multi-dimensionally.

Practical insights on platform demands and risk alerts.

1. Merchant demands on platforms: Sellers reducing Amazon reliance (share down to 25.5%) signals need for platforms to innovate merchant acquisition strategies to retain clients.

2. Latest platform practices: No direct info, but trends suggest risks as merchants shift to TikTok (100k+ orders); platforms should optimize operations.

3. Risk avoidance: Single-platform dependency risk (e.g., >90% in 2020); opportunity lies in new merchant acquisition, aligned with Venture's multi-channel strategy.

4. Operations management: Data (non-Amazon growth 29%) indicates platforms must address merchant churn and enhance services to maintain partnerships.

Deep insights on industry movements and business model analysis.

1. Industry trends: Channel diversification; non-Amazon share rose to 25.5% with 29% growth, reducing platform dependency.

2. Emerging issues: Platform dependency challenge (>90% in 2020); countermeasures include TikTok expansion and DTC marketing.

3. Business models: Multi-brand portfolio (Levoit, Cosori, Etekcity, Pawsync); smart product focus (e.g., air purifier 33% market share); geographic expansion (deepening European presence).

4. Policy implications: No direct suggestions, but strategies like European market expansion imply need for industry policy support.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

【亿邦原创】日前,深圳晨北科技有限公司(VeSync)发布2024财年年报。财报显示,2024年,晨北科技实现营业收入6.5亿美元(约合人民币47亿元),同比增长11.5%,归属母公司净利润9304.8万美元(约合人民币6.2亿元),同比增长20.1%。

从各地区贡献来看,贡献最大的北美市场的营收达4.8亿美元,同比增长11.8%,占总收入的73.6%;欧洲市场的营收达1.3亿美元,同比增长4.3%,占总收入的20.1%,其中,德国与英国的收益额增长显著,分别增长约50.3%和约24.4%。占比6.3%的亚洲市场的营收共0.41亿美元,较2023年增加约37.7%,日本与中东为主要增长点。

公开资料显示,晨北科技创立于2011年,专注于智能家居设备和智能小型家用电器的研发、生产和销售,其产品主要面向北美、欧洲、亚洲等全球市场。公司旗下拥有多个知名品牌,包括家具环境品牌Levoit、厨房电器品牌Cosori、健康智能设备品牌Etekcity和宠物智能设备Pawsync。

在品类方面,财报数据显示,核心品牌Levoit营收达4.24亿美元,同比增长29.5%,旗下的空气净化器在美市占率提升4.4个百分点至33%,在美国、德国等五国亚马逊登顶品类冠军。Cosori品牌的空气炸锅占据西班牙、挪威市场首位,欧洲多国排名前列。Etekcity品牌的人体秤、测温仪等在美国亚马逊持续领先。新品牌Pawsync推出了智能宠物喂食器,不断完善宠物用品生态布局。

值得注意的是,在销售渠道方面,晨北科技正不断降低对亚马逊的依赖。2020年之前,其超过90%的营收来自于亚马逊。2024年,其在非亚马逊渠道营收增速约29%,非亚马逊渠道占总营收比例由2023年同期的约22%增长到约25.5%,提升了约3.5个百分点。

此外,晨北科技正着力开拓TikTok渠道,在TikTok上,Levoit Core Mini空气净化器销量已破10万单,销售额超500万美元,Etekcity营养秤销量34.7万单,关联达人超1.9万。同时,针对Instagram、YouTube和独立站,Vesync也采取了不同的营销策略,不断加大曝光力度,从多个渠道获取流量。

展望2025年,晨北科技制定了四点战略:

1.围绕Levoit、Cosori、Etekcity及Pawsync品牌打造智能产品,进一步升级以用户为中心的产品组合并扩展产品组合;

2.加大非亚马逊渠道的拓展力度,比如扩大TikTok渠道及零售渠道,扩大现有门店的产品组合,从其他销售渠道获取更大商业潜力;

3.拓展地理覆盖范围,尤其是深化Cosori及Levoit产品在欧洲市场的占有率;

4.加大品牌运营广度,多维度运营自己的品牌,提升消费者对品牌的认知度。

文章来源:亿邦动力

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