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半年狂攬79億!石頭科技業績炸裂,掃地機全球稱王,洗地機份額猛追

石頭科技(688169.SH)交出了一份業績增長超預期的半年報答卷。

8月15日石頭科技發佈的半年報顯示,上半年公司實現營收79.03億元,較上年同期增長78.96%。

秉持"成爲全球領先的科技家電企業"的戰略願景,石頭科技始終以消費者需求爲導向,推出了一系列智能清潔產品,包括智能掃地機器人、洗地機、洗烘一體機及其他智能電器,爲消費者提供了全場景的家居清潔解決方案,幫助消費者依靠科技解放雙手。

2025上半年推出的掃地機器人G30 Space探索版,搭載五軸摺疊仿生機械臂,實現了掃地機從二維空間清掃向三維空間探索的革命性歷史跨越;洗地機A30 Pro Steam推出了全球首創的蒸汽洗+熱水洗雙模式洗地;而洗衣機Z1 Plus爲行業首款萬元以下雙綠標洗烘一體機,用低於5000元的價格引爆整個市場,打破了老牌白電企業的產品定價權。

同時,在國內市場,受益於家電行業"以舊換新"補貼政策的推動,公司業務收入實現了快速增長;在海外市場,通過精細化渠道佈局,拓展新市場,提升了品牌和產品的影響力,實現了公司海外業務收入的大幅提升。

掃地機層面,IDC最新報告顯示,繼2024年斬獲"量額全球第一"後,2025年一季度石頭全球出貨98.2萬臺,以19.3%的市場份額繼續保持出貨量第一的位置,同比增長50.7%。

其出貨量最大的兩個地區分別爲中國和西歐,總計超過全球總出貨量的50%。在捷克、丹麥、芬蘭、德國、以色列、韓國、挪威、波蘭、瑞典、土耳其、阿聯酋,石頭科技出貨量均排名第一。

洗地機層面,據奧維雲網數據,2025年2月石頭科技的洗地機線上渠道銷額市佔率達13.1%,相比添可、追覓雙寡頭差距進一步縮小。到了4月,公司洗地機線上銷額同比增長1065%,市佔率追至19%。618第一週期時,據奧維雲網相關數據顯示,石頭科技的洗地機市場份額已升至第二。

石頭科技表示,公司將持續推進品牌建設,精細化營銷策略,不斷擴大國內外用戶的觸達圈層,深入挖掘市場潛力,提升公司市場份額。同時,公司實施雙軌並行的研發策略,進行產品的技術創新與技術迭代,使公司能夠持續推出具有高附加值的新產品,以技術創新引領行業發展。

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