百亞股份(003006.SZ):上半年公司電商渠道銷售額呈三位數高速增長
格隆匯8月12日丨百亞股份(003006.SZ)披露投資者關係活動記錄表顯示,上半年公司電商渠道的銷售額呈三位數高速增長,抖音平台佔比近一半、天貓平台超過20%、拼多多近10%。公司電商業務近年處於高速發展期,品牌和渠道費用投入較大,電商整體利潤率還不高,但隨着公司業務規模逐步擴大、產品結構持續優化,公司電商利潤率未來將會有較大提升空間。當前天貓和抖音平台的老客佔比均在持續上升,天貓平台老客佔比相對更高些。
上半年公司在抖音、拼多多、天貓和京東等電商平台均實現了收入快速增長。對於天貓平台,公司有意願繼續保持在品牌和平台資源的投入力度,推動公司電商業務從抖音驅動轉變為抖音和天貓雙驅動。
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