华宝新能：第三季度净利润同比大涨888%，增长态势强劲

作者：王昱文章来源：亿邦动力

2024-10-28 21:36

作者：王昱文章来源：亿邦动力

2024-10-28 21:36

邦小白快读

全文速览

华宝新能业绩暴涨，财务数据和核心亮点突出。

1.前三季度营收达21.33亿元，同比增长35.02%；归母净利润1.59亿元，同比大增357.06%。第三季度营收9.90亿元，同比增50.41%；净利润8658.98万元，同比飙升888.90%。

2.增长原因包括原材料价格下降、库存优化和提质降本措施，推动毛利率升至45.17%，同比提升5.86个百分点。

3.公司作为便携储能第一股，产品累计热销近500万台，全球销量领先；拥有“Jackery电小二”和“Geneverse”两大品牌，境外销售占比超90%。

4.官网独立站达23个，覆盖50多国，前三季度官网营收同比增61.81%，单月销售额突破亿元。

研发创新驱动产品升级。

1.研发投入1.17亿元，同比增长1.90%；已获境内外专利765项，其中发明专利53项，并获85项国际设计奖。

2.新产品如安全快充户外电源1000 Pro2、DIY小型家庭绿电系统和Smile曲面光伏瓦系统，推动Solar Generator光充户外电源销售额同比增130%，占比近50%。

品牌营销和渠道建设成效显著，产品研发与消费趋势紧密相关。

1.品牌策略：旗下“Jackery电小二”和“Geneverse”两大品牌全球布局，境外销售占比超90%；通过官网独立站和零售渠道合作，覆盖50多国，官网营收同比增61.81%。

2.渠道建设：与Costco、Walmart等超10000家全球知名零售商合作，单月销售额破亿；全球23个官网独立站助力销售增长。

3.品牌定价：毛利率45.17%的上升显示定价优势，源于提质降本措施；Solar Generator产品占比近50%，销售额同比增130%。

4.产品研发：研发投入1.17亿元，推出安全快充、DIY绿电系统等新品，获专利765项和85项设计奖，拓宽技术护城河。

消费趋势与用户行为洞察。

1.便携储能需求增长，行业复苏周期开启，库存压力降低；用户偏好光充户外电源，新品驱动销售额飙升。

2.全球多元化渠道深耕，反映消费者对便捷能源解决方案的接受度提升。

市场增长机会明确，可学习库存优化和商业模式创新。

1.增长市场：便携储能行业复苏，库存压力降低，原料成本下降；华宝新能产品热销500万台，全球销量领先，第三季度净利同比增888.90%。

2.消费需求变化：光充户外电源需求激增，Solar Generator销售额同比增130%，占比近50%；官网营收同比增61.81%，单月破亿。

3.机会提示：合作全球零售渠道如Costco、Walmart超10000家，提供分销机会；行业复苏周期带来持续增长潜力。

4.风险提示：原材料价格波动需关注，但文中显示优化措施降低风险；库存结构优化案例可借鉴。

可学习点和事件应对。

1.提质降本措施：通过优化生产和库存，提升毛利率5.86个百分点；研发投入1.17亿元，推动新品上市。

2.最新商业模式：多渠道策略包括23个官网独立站覆盖50多国，结合零售合作；扶持政策无直接提及，但行业利好提供环境。

生产优化和商业机会丰富，数字化启示明显。

1.产品生产需求：提质降本措施推动毛利率提升至45.17%；原材料价格下降和库存优化助力净利大涨，前三季度净利增357.06%。

2.设计需求：研发投入1.17亿元，开发新产品如安全快充户外电源、DIY家庭绿电系统和Smile光伏瓦系统，获专利765项；Solar Generator销售额增130%，显示设计创新价值。

3.商业机会：便携储能产品热销500万台，全球需求旺盛；行业复苏周期提供增长空间，原料成本下降利好生产。

推进数字化启示。

1.官网独立站23个驱动销售，前三季度官网营收同比增61.81%；数字化渠道覆盖50多国，单月销售额破亿，启示电商布局重要性。

2.生产启示：库存结构优化案例可应用于成本控制；研发创新拓宽产品矩阵，提升竞争力。

行业趋势向好，新技术和解决方案突出。

1.行业发展趋势：储能市场去化周期结束，库存压力降低，原料成本下降，行业进入复苏周期；华宝新能净利同比增888.90%，显示整体向好。

2.新技术：研发推出安全快充户外电源1000 Pro2、DIY小型家庭绿电系统和Smile曲面光伏瓦系统；Solar Generator光充产品销售额增130%，专利765项支撑创新。

3.客户痛点：库存压力显著降低案例；原料成本波动痛点通过优化措施缓解，毛利率提升5.86个百分点。

解决方案启示。

1.华宝新能通过提质降本、研发投入1.17亿元和渠道深耕（23个官网独立站）解决效率问题；合作超10000家零售渠道提供分销方案。

2.趋势应用：光充户外电源占比近50%，反映技术整合方案的成功；全球覆盖50多国，启示国际化服务策略。

平台需求和运营管理优化，风险规避提示清晰。

1.商业对平台需求：零售渠道合作广泛，包括Costco、Walmart等超10000家；官网独立站需求强，前三季度营收同比增61.81%，单月破亿。

2.平台最新做法：全球23个官网独立站覆盖50多国，驱动销售；运营中费用指标优化，净利大幅增长。

3.平台招商：合作全球知名零售商，提供招商机会；官网渠道增长强劲，启示平台建设重要性。

运营管理和风险规避。

1.库存结构优化和提质降本措施提升效率；研发投入1.17亿元支持产品创新，如Solar Generator销售额增130%。

2.风险规避：行业复苏周期降低库存风险；原料成本下降提供利好，但需监控潜在波动；风向规避无直接提及，但优化措施可借鉴。

产业新动向和商业模式创新，政策启示隐含。

1.产业新动向：储能行业进入复苏周期，去化周期结束，库存压力降低，原料成本下降；华宝新能净利同比增888.90%，反映行业反弹。

2.新问题：供应链优化如库存和原材料管理；研发创新需求，专利751项在审显示持续投入。

3.商业模式：全球多渠道策略，包括23个官网独立站覆盖50多国和超10000家零售合作；研发驱动，Solar Generator产品占比近50%，销售额增130%。

政策法规建议启示。

1.行业趋势启示：绿色能源解决方案如家庭绿电系统兴起，获国家级“绿色工厂”认证；政策支持可能聚焦环保和数字化。

2.数据支撑：前三季度营收21.33亿元增35.02%；毛利率45.17%升5.86点，显示高效运营；专利765项和设计奖85项提供创新案例。

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 。

我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

Quick Summary

Huabao New Energy reported explosive growth with strong financials and core highlights.

1. Revenue reached ¥2.133 billion in the first three quarters, up 35.02% YoY; net profit attributable to shareholders surged 357.06% to ¥159 million. Q3 revenue grew 50.41% YoY to ¥990 million, while net profit skyrocketed 888.90% to ¥86.5898 million.

2. Growth drivers include lower raw material costs, optimized inventory, and cost-efficiency measures, boosting gross margin to 45.17%—a 5.86 percentage point increase YoY.

3. As a pioneer in portable energy storage, the company has sold nearly 5 million units globally, leading in market share. Its brands "Jackery" and "Geneverse" drive over 90% of sales overseas.

4. With 23 official websites covering 50+ countries, online revenue rose 61.81% YoY, exceeding ¥100 million monthly.

R&D innovation fuels product upgrades.

1. R&D investment grew 1.90% to ¥117 million, supporting 765 patents (53 inventions) and 85 international design awards.

2. New products like the 1000 Pro2 fast-charging power station, DIY home green energy systems, and Smile curved solar tiles drove Solar Generator sales up 130% YoY, now accounting for nearly 50% of revenue.

Brand marketing and channel expansion show significant results, with product R&D aligned with consumer trends.

1. Brand strategy: Global presence through "Jackery" and "Geneverse," with overseas sales exceeding 90%; 23 official websites and retail partnerships cover 50+ countries, boosting online revenue by 61.81% YoY.

2. Channel development: Collaborations with 10,000+ retailers like Costco and Walmart drove monthly sales past ¥100 million; 23 standalone websites fuel growth.

3. Pricing power: Gross margin rose to 45.17% due to cost optimization; Solar Generator products now represent nearly 50% of sales, up 130% YoY.

4. R&D: ¥117 million investment in innovations like fast-charging and DIY green energy systems, backed by 765 patents and 85 design awards, strengthening technological moats.

Consumer trends and user behavior insights.

1. Rising demand for portable energy storage as industry enters recovery cycle; inventory pressure eases. Solar-integrated products drive sales surges.

2. Global multi-channel penetration reflects growing consumer acceptance of convenient energy solutions.

Clear market growth opportunities with lessons in inventory optimization and business model innovation.

1. Growth market: Portable energy storage sector rebounds with lower inventory pressure and material costs; Huabao sold 5 million units globally, with Q3 net profit up 888.90% YoY.

2. Demand shifts: Solar Generator sales surged 130% YoY, nearing 50% of revenue; online revenue grew 61.81%, exceeding ¥100 million monthly.

3. Opportunities: Partnerships with 10,000+ retailers (e.g., Costco, Walmart) offer distribution avenues; industry recovery signals sustained potential.

4. Risks: Raw material volatility requires monitoring, but optimization measures mitigate risks; inventory management case studies are applicable.

Actionable insights and response strategies.

1. Cost efficiency: Production and inventory optimizations raised gross margin by 5.86 percentage points; ¥117 million R&D investment accelerated new launches.

2. Business models: Multi-channel strategy includes 23 standalone websites spanning 50+ countries and retail collaborations; industry tailwinds support growth.

Production optimization and commercial opportunities abound, with clear digitalization takeaways.

1. Production demand: Cost-efficiency measures lifted gross margin to 45.17%; lower material costs and inventory optimization drove a 357.06% net profit jump in the first three quarters.

2. Design needs: ¥117 million R&D investment yielded innovations like fast-charging power stations, DIY home energy systems, and solar tiles; 765 patents underpin design value, with Solar Generator sales up 130%.

3. Commercial opportunities: 5 million units sold globally indicate strong demand; industry recovery and lower material costs benefit production.

Digitalization insights.

1. 23 standalone websites drove a 61.81% YoY online revenue increase, highlighting e-commerce's critical role in global reach (50+ countries) and ¥100 million+ monthly sales.

2. Production lessons: Inventory optimization case studies apply to cost control; R&D expands product portfolios for competitiveness.

Favorable industry trends with emerging technologies and solutions.

1. Industry outlook: Energy storage market exits destocking cycle, with reduced inventory pressure and material costs; Huabao's 888.90% net profit growth signals sector recovery.

2. New technologies: Launches include 1000 Pro2 fast-charging stations, DIY home green energy systems, and Smile solar tiles; Solar Generator sales rose 130%, supported by 765 patents.

3. Client pain points: Inventory pressure alleviation case study; material cost volatility addressed via optimization, lifting gross margin by 5.86 percentage points.

Solution implications.

1. Huabao's cost efficiency, ¥117 million R&D, and channel depth (23 websites + 10,000+ retail partners) resolve operational challenges; partnerships offer distribution models.

2. Trend application: Solar-integrated products (≈50% of sales) demonstrate successful tech integration; global coverage (50+ countries) informs international service strategies.

Platform demand and operational optimization, with clear risk mitigation cues.

1. Platform needs: Extensive retail partnerships (e.g., Costco, Walmart, 10,000+ total); strong standalone website demand drove 61.81% online revenue growth and ¥100 million+ monthly sales.

2. Platform strategies: 23 global websites cover 50+ countries to boost sales; operational efficiency fueled profit surges.

3. Partnership opportunities: Collaborations with major retailers offer recruitment potential; website growth underscores platform development importance.

Operations and risk management.

1. Inventory optimization and cost-efficiency measures enhance performance; ¥117 million R&D supports innovations like Solar Generator (sales up 130%).

2. Risk mitigation: Industry recovery reduces inventory risks; lower material costs are beneficial but require monitoring; optimization strategies are transferable.

Industry shifts and business model innovations, with implied policy implications.

1. Industry dynamics: Energy storage sector enters recovery phase post-destocking, with lower inventory pressure and material costs; Huabao's 888.90% net profit growth reflects rebound.

2. Emerging issues: Supply chain optimizations (e.g., inventory/raw material management); R&D demands with 751 patents pending indicate sustained investment.

3. Business models: Global multi-channel approach includes 23 websites (50+ countries) and 10,000+ retail partners; R-driven Solar Generator products near 50% of sales (up 130% YoY).

Policy and regulatory implications.

1. Trend insights: Green energy solutions (e.g., home systems) gain traction, supported by national "Green Factory" certification; policies may favor eco-tech and digitalization.

2. Data support: ¥2.133 billion revenue (up 35.02% YoY); 45.17% gross margin (+5.86 pp) shows operational efficiency; 765 patents and 85 awards offer innovation case studies.

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】据悉，10月28日晚，华宝新能（301327.SZ）发布了2024年三季度报告。数据显示，2024年前三季度公司营业收入21.33亿元，同比增长35.02%，归母净利润1.59亿元，同比增长357.06%。其中第三季度公司营业收入9.90亿元，同比增长50.41%，归母净利润8,658.98万元，同比增长888.90%，公司延续了上半年的强势增长，交出漂亮答卷。

此外随着原材料价格的下降、库存结构的优化以及产品提质降本措施的不断推进，报告期内华宝新能净利实现大幅增长，各项费用指标持续优化。前三季度公司毛利率为45.17%，同比上升5.86个百分点，盈利能力持续提升。

据悉，华宝新能成立于2011年，是国内“便携储能第一股”，也是便携储能行业工信部认证的首个获得国家级“绿色工厂”称号的大型科技企业，目前旗下坐拥“Jackery电小二”和“Geneverse”两大品牌。公开资料显示，自上市以来，华宝新能境外销售占当期营收的比例均超过90%。

截至2024年第三季度，华宝新能产品累计热销近500万台，在便携储能赛道全球销量领先。目前公司已在全球建立了23个官网独立站，业务覆盖了全球50多个国家和地区。

2024年前三季度，其官网营业收入同比大涨61.81%，实现单月销售额突破亿元。同时，通过与全球知名品牌商或零售商的紧密合作，公司产品已成功进入Costco、Walmart、Home Depot、Target、Best Buy、Lowe’s、Bic Camera、Edion、Yodobashi Camera等超10,000家全球知名零售渠道。

而在研发方面，2024年前三季度，华宝新能研发费用投入达到1.17亿元，同比增长1.90%。截至报告期末，公司在审专利751项，已取得境内外专利合计765项，其中发明专利53项，并荣获85项国际工业设计类奖项。

研发创新也拓宽了华宝新能的技术护城河，今年公司陆续推出安全快充户外电源1000 Pro2、DIY小型家庭绿电系统Jackery Navi 2000和Smile曲面光伏瓦家庭绿电系统等新品，进一步丰富了其Solar Generator光充户外电源品类的产品矩阵。2024年前三季度，华宝新能Solar Generator光充户外电源的销售额同比增长近130%，占比高达近50%。

据悉，伴随储能市场去化周期接近尾声，行业库存压力显著降低，而原料端的成本下降也为相关企业提供了利好，储能行业或已进入复苏周期。伴随着产品线的拓宽以及对全球多元化渠道的深耕，未来华宝新能的增长势头有望延续。

亿邦持续追踪报道该情报，如想了解更多与本文相关信息，请扫码关注作者微信。

【版权提示】亿邦动力倡导尊重与保护知识产权。未经许可，任何人不得复制、转载、或以其他方式使用本网站的内容。如发现本站文章存在版权问题，烦请提供版权疑问、身份证明、版权证明、联系方式等发邮件至run@ebrun.com，我们将及时沟通与处理。

已点赞

好文章,值得被更多人看到

FAQ回顾

华宝新能2024年第三季度的业绩表现如何？

华宝新能2024年第三季度营业收入9.90亿元，同比增长50.41%；归母净利润8658.98万元，同比大幅增长888.90%。前三季度公司毛利率为45.17%，同比上升5.86个百分点。

华宝新能的主要产品和市场分布有哪些特点？

华宝新能是便携储能领域企业，旗下有Jackery电小二和Geneverse品牌。产品累计销量近500万台，境外销售占比超90%，业务覆盖50多国，进入Costco、Walmart等超10000家零售渠道。

华宝新能在研发方面有哪些投入和成果？

2024年前三季度研发费用1.17亿元，拥有境内外专利765项（发明专利53项）。推出1000 Pro2、Jackery Navi 2000等新品，Solar Generator光充户外电源销售额同比增长近130%，占比近50%。

标签:: 运动户外 Jackery电小二跨境电商

在抖音赚钱的机会来了

大环境不景气，但增长机会仍然无处不在。亿邦动力整理出今年1-9月的潜力细分类目，供商家选品参考。

短视频未来零售电商平台直播电商

2024-10-28 17:24:50