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HuidaBathroomNetProfitDecline,TheStockPriceIsLow,DeepInThe“Kai ʻulaʻula”OFierceCompetition.HowToOvercome?

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Hōʻemi ka loaʻa kālā o ka lumi ʻauʻau ʻo Huida, Ua Haahaa ke Kumukuai, Hohonu I Ka “Kālekaʻulaʻula” No ka hoʻokūkū ikaika. Pehea e lanakila ai?

Ke kulaʻoihana lumi kaukau

ʻO ka hōʻike makahiki hou loa o Huida Sanitary Ware Co., Ltd (603385.SH, Eiaʻo Mantinafter i kapaʻia e like me “ʻO ka Waeda Seritas Ware”), he kumu waiwai nui ma ke kahua o na mea ma'ema'e, hōʻike i lalo o ke kaumaha kaumaha o ka maʻi ahulau ma 2020, ʻO ka wikiwiki o ka loaʻa kālā o Huida Sanitary Ware i nā makahiki i hala iho nei ua pau koke., akā maikaʻi nā kūlana hana holoʻokoʻa. Mai 2016 i 2019, piʻi ka waiwai o ka hui mai 210 miliona yuan i 329 Moen yean, he emi ana ma kahi o 6.58% makahiki-ma-makahiki ma 2020.

Loaʻa ka waiwai o Huida Bathroom

I 2020, ke ulu nei ka loaʻa kālā o ka ʻoihana, huina hoonui 3.218 busalaen Yuan, kū 0.24% makahiki-makahiki. Ka palena nui o 31.33%, haʻahaʻa ma mua o ka palena nui o kahi 33% i 2019. ʻOiai ua paʻa ke ʻano holoʻokoʻa, aia nā mea hoʻopukapuka e hopohopo nei i ka lumi ʻauʻau ʻo Huida “ʻAʻole hoʻonui ka loaʻa kālā” e laha ana ke kulana? Aia nā hōʻailona haole e like me Kohler Sanitary Ware i mua o ka interception, ka hope o nā hōʻailona kūloko e like me Hai-O Sumitomo e alualu ana. Huida sanitary ware, pehea ia e hiki mai ai?

Ka nele o nā hui, ʻaʻole lohi ke kumukūʻai

Hiki ke wehewehe ʻia ʻo Huida sanitary ware ma ke ʻano he mea kahiko o ka mākeke lako hale lole. Wahi a ka ʻimi ʻoihana, ua hookumu ia ka hui ma 1982, a hiki i keia manawa 40 makahiki, akā i loko wale nō 2017 i helu ʻia ma ka SSE. Ua hoʻonui ʻia ka IPO 830 Moen yean, ʻO ka hāʻawi ʻole lehulehu o ka makahiki i hala i hoʻonui iki ʻia ma mua o 80 Moen yean. No ia momoku kaulana, kona “ʻai ʻai” ʻaʻole nui, a ʻo ka mea hoʻopaʻa inoa ʻo ia ka mea pono o ka hui, ka ʻohana Wang.

Ma Malaki 12, ua hoʻopuka ka hui i kahi papahana hoʻolaha waiwai, 2.43 yuan no 10 Koho Uhai, he oi aku o ka nui o 92 Moen yean. ʻAʻole i loaʻa i kēia manaʻo ka pane maikaʻi mai nā mea hoʻopukapuka – ke kumu kuai 12.42 yuan/share ma Malaki 11, e lele ana i 11.55 yuan/share i ka lā aʻe. E like me Malaki 30, pani ke kumu kuai o ka hui ma 11.6 yuan no ka mahele. I ka makahiki i hala, ʻO ke kumukūʻai o ka hui i loaʻa i nā piʻi nui a me nā iho mai Mei a ʻAukake, me ke kumu kūʻai i ka manawa e hiki ai i ka RMB19.38 no kēlā me kēia mahele i ʻAukake. Mai ia manawa, hāʻule ka haʻalulu, ʻaʻohe rebound nui.

Mai nā mea kuleana o ka hui, Kumukūʻai kumukūʻai ʻo Huida bathroom, e like me ka hopena o ka makahiki i hala, nā mea kuleana he ʻumi, ma waho aʻe o ka mana maoli ʻo Wang Huiwen a me ka ʻohana o Wang, ke koena o Tangshan City Investment Co. A ʻo Tangshan ka home home o ka hui. ʻO ke koena o nā mea hoʻopukapuka ʻoihana hoʻokahi wale nō ICBC AXA Life Insurance, me ka hoʻopaʻa ʻana o wale nō 0.9%.

ʻO nā kula pinepine ka “makani makani” ma ke kahua o ka hoopukapuka. Ke hāʻule nei ka nele o nā ʻoihana a me nā kumukūʻai, Me he mea lā e kāhea ana i ka lumi ʻauʻau ʻo Huida e hāʻawi i kahi ulu waiwai hou.

Pono e hoʻonui ʻia nā huahana kuʻuna

No ka manawa lōʻihi, Huida sanitary ware e sanitary ceramics a me ceramic tile products e wehe i ka makeke, he kumu waiwai nui ia. I 2020, ka hui “nā huahana mineral non-metallic” ua oi aku ka loaa 2.2 busalaen Yuan. He ʻokoʻa, ka loaʻa o nā mea hana hale ʻelua, huahana metala, pakahi, pili wale 200 miliona miliona a 500 Moen yean.

I ka wā e hiki mai ana, ʻO nā huahana seramika ka mea nui loa e pale i ka loaʻa kālā o ka ʻoihana, a i ka makahiki i hala, ua emi iho ka loaʻa kālā o nā huahana mineral non-metallic o ka hui 2.78% makahiki-makahiki. Na koina hana, Akā naʻe,, hoonuiia e 1.58% makahiki-makahiki, a ua emi iho ka huina dala e 2.93%.

E ka huahana, ua emi iho ka palena nui o na seramika ma'ema'e a me ka paia a me ka papahele 2.91% a 3.99% pakahi. Ua emi mai ka loaa o na seramika maemae e 4% makahiki-makahiki, a ua oi aku ke kuai ana 8 miliona mau'āpana. ʻO ka emi ʻana o kēlā me kēia makahiki 2.52%, ʻoiai ua piʻi aʻe ka waihona 5%. Aia nā hōʻailona e kū nei ka huahana fist o ka ʻoihana i kekahi mau pilikia. Ua hoʻonui ʻia ka nui o ke kūʻai aku o nā lumi ʻauʻau o ka hui 15.27% makahiki-makahiki. Eia naʻe, ʻaʻole nui ka pālākiō holoʻokoʻa, Me ka 62,400 nā hoʻonohonoho i hana ʻia. ʻO ia mau huahana i ka ʻoihana i ʻike ʻia ʻo “ka lumi lumi a pau”. Ma kēia māhele huahana, ʻO nā mea hōʻailona haole e like me Kohler, ʻOi aku ka hoʻokūkū o Panasonic. Huida sanitary ware, inā makemake ʻoe e noho pū me lākou ma ke ʻano he lumi ʻauʻau holoʻokoʻa, e kū i ka pilikia nui.

'Ulina, ʻO ka hale ʻauʻau ʻo Huida nā huahana keramika kahiko, ʻaʻole maopopo loa ka manaʻo o ka loaʻa kālā, e pili ana i ka huahana “moat” papau. Nā huahana seramika, i hoʻohālikelike ʻia me nā lako maʻemaʻe naʻauao, he haʻahaʻa ʻenehana maʻiʻo, a ʻaʻole kiʻekiʻe ka paepae ʻoihana. ʻO kēia ka mea e hiki ai i nā hale hana liʻiliʻi ke komo pū i ka hana, a hiki ke hoʻohana i ke kumu kūʻai haʻahaʻa e hopu i ka mākeke haʻahaʻa. ʻO nā huahana seramika a me ka lumi ʻauʻau holoʻokoʻa i hoʻohālikelike ʻia i nā mea hope loa i ʻoi aku ka hoʻolālā, e hoʻoikaika ana i ka hoʻohui ʻana me nā lako ʻē aʻe i ka hoʻohana ʻana i ka hana, ʻano kāhiko. ʻO ka maʻiʻo ʻenehana kiʻekiʻe e lawe maoli mai i ka waiwai hoʻohui kiʻekiʻe.

Ke hilinaʻi nei nā huahana keramika i ka mana hana kuʻuna, ʻike ʻia ka pilikia o ka haʻahaʻa haʻahaʻa i hoʻohui ʻia i ka hōʻike makahiki makahiki ʻo Huida. ʻO ke kumukūʻai hana o nā seramika maʻemaʻe, Waihona Kūpono 17.5% o ka huina kumukuai, mana wahie i heluia 3.57%. A me nā ʻauʻau, ua helu ʻia nā koina hana hale ʻauʻau holoʻokoʻa 0.47%, mana wahie i heluia 0.08%. ʻO nā kumukūʻai hana hale lumi lumi i helu ʻia ma kahi o 1.31%, wahie mana helu no ma kahi o 0.19%. ʻO nā lako ʻauʻau a me nā ʻauʻau “wahi e noho ai” e pili ana i ka ʻenehana a me ka hoʻolālā.

ʻIke ʻia ka ʻoihana i kēia ʻano o ka pilikia, wahi a ka hoike makahiki, “Ua hāʻule ka hana o ka deramic 87.66%, ma muli o ka piʻi ʻana o ka hana ʻana i waho.” I ka makahiki aku nei, ua hana ka hui i ka huina o 364,300 mika huinahalike o na tile seramika, Ua emi iho ka waihona ma mua o 50% ua hoʻohālikelikeʻia i ka makahiki i hala, aka, mahuahua wale ka nui o ke kuai ana 0.88%. Pela no, He hoʻololi koʻikoʻi ka outsourcing i nā hana o ka ʻoihana i ka makahiki i hala. Mālama kēia neʻe i kekahi mau koina, akā, he mea paʻakikī hou i ka mana o ka ʻoihana.

Mai ka ʻoihana i lalo, hoʻomaikaʻi i ka ʻenehana huahana, pono ke kumu waiwai hoʻohui, i ole ia, ua oluolu e haule iloko o ke kaua kumu kuai me ka “hale hana liʻiliʻi”. ʻO ke kūʻai aku ʻana o nā huahana lumi ʻauʻau a me ka mākeke waiwai pili pili. Me ka “ʻekolu laina ʻulaʻula” kuhikuhi ʻia, ua emi nui ka heluna o na hale hou a me ka nui kuai, ʻo ia hoʻi ka liʻiliʻi o ka noi hale kūʻai maʻamau no nā huahana maʻemaʻe.

Hiki ke hoʻololi ʻia ka mākeke no nā huahana maʻemaʻe i ka hoʻoponopono hou ʻana o ke kaiāulu kahiko a me nā papahana shanty me ke kulekele. Aia kēia ʻāpana o ka mākeke ma ke kolu a me ka ʻehā o nā kūlanakauhale, ʻoi aku ka maʻalahi o nā mea kūʻai, a ua kaupalena ʻia ke koi ʻana no nā hōʻailona kiʻekiʻe. ʻO kēia mau wahi ʻāina o ka mākeke hoʻomaikaʻi home a i ʻole e noho koke ʻia e nā hale hana liʻiliʻi. Inā e kālele wale ana i ka tile ceramic huahana haʻahaʻa waiwai, ʻAʻole hoʻokūkū koʻikoʻi nā brand nui. ʻO ka hoʻololiʻana i kaʻenehanaʻenehana a me ka hoʻolālā huahana e hiki ke wehe i ke āpau me nā hale hana liʻiliʻi.

Ua ʻōlelo pū ʻo Huida bathroom i ka hōʻike kālā, “Hiki i kekahi mau ʻoihana ke lawe i ka uku haʻahaʻa i ka wā pōkole, nā hoʻolālā haʻahaʻa a me nā hoʻolālā ʻē aʻe, ka hopena o ka emi ʻana o ka palena o ka ʻoihana.”

ʻO ka hoʻokūkū ikaika e kūkulu i nā ala

Ua kapa ʻia ʻo Huida sanitary ware ma ke kula “Kālekaʻulaʻula”, e alo ana i ka pilikia nui loa, ma waho aʻe o ke kaiapuni ʻoihana holoʻokoʻa, akā, mai ka hoʻokūkū hoa. E like me ka ʻikepili hapahā ʻekolu o ka makahiki i hala, ma ka laulā hoʻohālikelike, ʻOi aku ke kiʻekiʻe o ka huina kālā ʻo Huida ma mua o ka home ʻo Jianlin, a haʻahaʻa ma mua o Solux Technology, Nā mea kanu Dongpeng, Diou home.

ʻO nā huahana nui o ka Solux Technology he mau keʻena lumi lumi, huehalike, Nā Faucets, Nā Kuoki, etc., a ʻo nā mea hoʻomaʻemaʻe ʻo Huida kekahi ʻāpana. Hoʻohālikelike ʻia me nā mea maʻemaʻe Huida, Hoʻoikaika ʻo Solux Technology i ka hoʻolālā, ʻo ia hoʻi ka hana ʻana i kāna kumu hoʻohālike ʻoihana no IDM, ʻokoʻa mai ke kumu hoʻohālike OBM o Huida sanitary ware.

ʻO ka mea i kapa ʻia ʻo OBM, a i ʻole ka mea hana hōʻailona kumu, hana i kāna hōʻailona ponoʻī a kūkulu i kāna ʻoihana kūʻai ponoʻī. IDM, ma ka lima ʻē aʻe, pili i nā huahana hou e like me nā kūlana mākeke, a laila hilinaʻi i nā patent a me ka waiwai naʻauao e loaʻa ai ka waiwai. ʻO kēia no ka mea ʻoi aku ka nui o Solux Technologies “waiwai-kukui”, ka mea i ikeia kona waiwai “maʻalahi”. E like me ka hapaha ʻekolu o ka makahiki i hala, ʻO Solux Technology ka palena nui 35.75%, kū 4.56% makahiki-makahiki, ka mea i oi aku mamua o ka 31.33% o Huida Sanitary i ka makahiki i hala. ʻOi aku ka waiwai o ka ʻenehana Solux 6.6 'ōpū, ʻoi aku ka maikaʻi ma mua o Huida Sanitary ma ke ʻano o ka nui.

Hoʻopili nā huahana o Diou Home me nā mea maʻemaʻe Huida. Loaʻa i kāna pā seramika ka brand “Ou Shennuo”. Ma ke kahua o nā mea maʻemaʻe seramika e hoʻokūkū me nā mea maʻemaʻe Huida. Akā mai ka manaʻo o ka leo, ʻoi aku ka nui o ka waiwai makeke o Diou Home ma mua o 7 busalaen Yuan, hoʻohālikelike ʻia me ka nui o kahi 4.3 ʻoi aku ka maikaʻi o ka huila ʻoihana huida billion yuan.

No ka mea ʻaʻole i hōʻike ʻia kekahi mau ʻoihana i ka hōʻike makahiki o ka makahiki i hala, i hoʻohālikelike ʻia i ka ʻikepili ʻekolu hapahā o ka makahiki i hala, ʻO ka lumi lumi ʻo Huida 2.23 ʻoi aku ka nui o ka loaʻa kālā ma mua o ka awelika ʻoihana 1.007 busalaen Yuan, kūlana ma hope o Jianlin Home a me ka Hai-O Sumitomo i helu hou ʻia, a ma mua o nā māhele Lege a me Solux Technology. Mai ka manaʻo o ka loaʻa kālā no kēlā me kēia mahele, E pili ana i nā mea hoʻomaʻemaʻe Huida 0.62 YUAN, ʻoi aku ma mua o ka awelika ʻoihana o 0.26 YUAN, kūlana ma hope o nā māhele Lege a me Jianlin Home.

No ka mea inā hoʻonui ka ʻoihana i kāna kapikala i ka wā e hiki mai ana e hoʻonui i ka leo? Ua ʻōlelo ʻo Huida sanitary ware i ka hōʻike makahiki, ʻOiai naʻe “ʻaʻohe hoʻolālā kūʻokoʻa a hoʻohui”, akā hiki ke koho i ka manawa e loaʻa ai nā ʻoihana hoa, ka hoʻokumu ʻana i nā laina hana cross-regional e hoʻonui i ka māhele mākeke. I Malaki i kēia makahiki, Ua ʻōlelo ʻo Guosheng Securities Huang Shitao, ʻO ka lumi ʻauʻau ʻo Huida ka ʻauʻau ʻauʻau hohonu no ka ʻoi aku 30 makahiki, kona brand i ka ike makeke kiʻekiʻe. Ma hope o ka papa inoa, e hoʻoikaika i ka hoʻolālā kūʻai omnichannel a me ke kūkulu ʻana i ka hiki. ʻO ka hoʻopau ʻana o ka hoʻonui ʻana o ka hale kūʻai me ka hoʻoikaika ʻana i lalo e uhi i kahi hakahaka. ʻO ka hopena ʻenekinia i kālele ʻia i ka hoʻomohala ʻana i nā mea kūʻai aku nui me nā hopena koʻikoʻi. Ua manaoia mai 2021 i 2023, hiki ke loaʻa i ka waiwai ʻupena i pili i ka makuahine 370 Moen yean, 428 miliona miliona a 484 miliona miliona yuan.

Ua kamaʻilio ʻo Huacheng Securities Guo Qinglong i ka wā o ke ahulau, Hoʻoikaika ikaika ʻo Huida bathroom i ka hoʻomohala ʻana i nā hale kūʻai hou, hoʻopololei i ka hoʻoponopono ʻana i nā hale kūʻai waho, ʻoihana kūʻai pūnaewele, e hoʻokō i ka hoʻolālā pūnaewele ʻekolu, ʻoi aku ka maikaʻi o ka ʻoihana e hiki mai ana.

Ua kamaʻilio kēia mau manaʻo like ʻole e pili ana i ke koʻikoʻi o nā kaila hoʻomaʻamaʻa lumi ʻauʻau Huida. Hōʻike makahiki, kona manawa “nā mea kūʻai kālā” e pili ana 37.88 Moen yean, ʻano like me ka wā ma mua, e hoʻonui hou aku i ke kahawai, ʻoi aku ka nui o nā kūʻai pūnaewele hiki ke mālama kālā. E hoʻomaikaʻi i ka palena nui, ʻo ia ke ala kūpono no ka lumi ʻauʻau Huida i ke kai ʻulaʻula o ka hoʻokūkū.

Pehea e hoʻonui ai i ka hoʻololi ʻana o Huida sanitary ware i ka hoʻolālā a me ka ʻenehana e kūkulu i kā lākou mau pale hoʻokūkū ponoʻī? ʻO ke ʻano o ka hoʻonui ʻana i ka loaʻa kālā me ka ʻole o ka hoʻonui ʻana i ka loaʻa kālā he manawa pōkole a ʻano paha? Pehea e hiki ai i ka ʻoihana ke ola i ka hoʻokūkū ikaika me kāna mau hoa? Ua kākau ʻo Investors.com i ka hui ma nā pilikia pili, aole nae i loaa ka pane.

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