跨境家居大卖致欧家居:半年销售32亿,独立站能否成为破局关键?
中国家居跨境电商巨头致欧家居(ZIYOU)在经历两次IPO中止后,近期再次申请恢复发行上市审核,并获深交所受理。最新财务数据显示,这家专注于家居产品研发、设计和销售的企业正展现出强劲的增长势头。
业绩表现亮眼:
2018-2021年6月期间,致欧家居实现营业收入分别为15.94亿元、23.25亿元、39.7亿元和32亿元,年复合增长率达57.80%。净利润也从2018年的0.4亿元增长至2020年的3.8亿元。
ZIYOU Home Furnishing's Performance:
From 2018 to the first half of 2021, ZIYOU achieved revenues of 1.594 billion, 2.325 billion, 3.97 billion and 3.2 billion yuan respectively, with a CAGR of 57.80%. Net profit also grew from 40 million yuan in 2018 to 380 million yuan in 2020.
平台依赖风险凸显:
目前公司销售严重依赖亚马逊等第三方平台,占比高达82.35%,而自营独立站仅占1.6%。这种过度依赖可能带来经营风险,特别是在平台政策变动的情况下。
Platform Dependency Risks:
Currently, sales heavily rely on third-party platforms like Amazon, accounting for 82.35%, while independent websites only contribute 1.6%. This over-reliance may pose operational risks, especially when platform policies change.
独立站战略布局:
致欧家居旗下三大自主品牌SONGMICS、VASAGLE和FEANDREA均已建立独立站。其中SONGMICS表现最佳,月访问量达25.1万,主要来自美国市场。
Independent Website Strategy:
ZIYOU's three major brands - SONGMICS, VASAGLE and FEANDREA - have all established independent websites. SONGMICS performs best with 251,000 monthly visits, mainly from the US market.
海外仓建设加速:
公司计划投资5.17亿元在美、德、英、墨等国建设14.1万平方米海外仓,以完善"自营仓+平台仓+第三方仓"的物流体系,为独立站发展奠定基础。
Overseas Warehouse Expansion:
The company plans to invest 517 million yuan to build 141,000㎡ overseas warehouses in the US, Germany, UK and Mexico, improving the "self-operated + platform + third-party" logistics system to support independent website development.
社交媒体营销:
致欧家居正通过Facebook、YouTube、Instagram等平台进行品牌推广,并与KOL合作营销。其中VASAGLE在Instagram拥有2.8万粉丝,通过博主合作实现销售转化。
Social Media Marketing:
ZIYOU is promoting brands through Facebook, YouTube, Instagram and KOL collaborations. VASAGLE has 28,000 Instagram followers and achieves sales through influencer partnerships.
未来挑战与机遇:
虽然独立站目前占比不高,但增长迅速。随着海外仓建设完成和品牌营销投入加大,独立站有望成为致欧家居突破平台依赖的关键增长点。
Future Challenges and Opportunities:
Although independent websites currently account for a small proportion, they are growing rapidly. With overseas warehouse completion and increased brand marketing investment, independent websites are expected to become a key growth point for ZIYOU.
