慕思床垫冲刺上市 加大海外市场布局应对激烈竞争
中国床垫龙头企业慕思健康睡眠股份有限公司近日通过深交所主板首发申请，距离上市更近一步。根据招股书显示，慕思计划募集资金18.99亿元，主要用于生产线建设、数字化营销和技术研发。
The leading Chinese mattress company DeRUCCI Health Sleep Co., Ltd. has recently passed the initial listing application on the Shenzhen Stock Exchange. According to the prospectus, DeRUCCI plans to raise 1.899 billion yuan, mainly for production line construction, digital marketing and technology R&D.
数据显示，慕思2020年总营收达44.52亿元，同比增长15.27%。公司核心产品床垫在行业中处于领先地位，综合毛利率保持在45%-53%之间。目前已在澳大利亚、美国、意大利等20多个国家设立专卖店。
Statistics show that DeRUCCI's total revenue in 2020 reached 4.452 billion yuan, a year-on-year increase of 15.27%. The company's core product mattresses hold a leading position in the industry, with comprehensive gross profit margins maintained between 45%-53%. Currently, it has established exclusive stores in more than 20 countries including Australia, the US and Italy.
然而值得注意的是，受全球疫情影响，慕思境外收入占比从2018年的3.5%降至2021年上半年的1.8%。公司表示上市后将加大国际市场拓展力度，目标是成为全球最大的智慧健康睡眠解决方案提供商。
However, it's worth noting that affected by the global pandemic, DeRUCCI's overseas revenue proportion dropped from 3.5% in 2018 to 1.8% in the first half of 2021. The company stated that after listing, it will increase efforts to expand the international market, aiming to become the world's largest intelligent healthy sleep solution provider.
全球床垫市场竞争格局：
Global Mattress Market Competition Landscape:
- 美国市场被舒达-席梦思和泰普尔-丝涟两大集团垄断80%份额
- The US market is dominated by Serta Simmons and Tempur Sealy with 80% market share
- 中国品牌喜临门、梦百合、顾家家居等通过跨境电商布局海外
- Chinese brands like Sleemon, Mlily and KUKA have expanded overseas through cross-border e-commerce
- 梦百合通过收购西班牙思梦、美国MOR等加速海外布局
- Mlily accelerated overseas expansion by acquiring Spanish brand Simmonds and American MOR
专家分析指出，电动床市场具有较大成长潜力，将成为床垫企业新的竞争焦点。随着中国家具品牌出海加速，如何设计更符合海外消费者需求的产品、打造国际化品牌形象将成为关键成功因素。
Experts point out that the adjustable bed market has great growth potential and will become a new focus of competition for mattress companies. As Chinese furniture brands accelerate their overseas expansion, how to design products that better meet the needs of overseas consumers and build an international brand image will become key success factors.