小米、飞利浦代工厂德尔玛苏州清洁电器团队解散

21世纪经济报道2025-12-03

21世纪经济报道吴立洋近日，德尔玛（301332.SZ）官方就解散其苏州团队一事进行了回应。其表示，此次业务调整是基于当前宏观经济环境变化与公司经营发展需要，旨在提升资源配置效率、聚焦核心研发能力，更好地支撑公司长期战略发展。此前，据媒体报道，德尔玛已正式解散其苏州团队，此次调整波及员工近百人。据知情人士透露，苏州团队核心负责清洁家电业务，涵盖吸尘器、洗地机、扫地机等品类。此次整体裁撤的直接原因...

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吴立洋近日，德尔玛（301332.SZ）官方就解散其苏州团队一事进行了回应。其表示，此次业务调整是基于当前宏观经济环境变化与公司经营发展需要，旨在提升资源配置效率、聚焦核心研发能力，更好地支撑公司长期战略发展。此前，据媒体报道，德尔玛已正式解散其苏州团队，此次调整波及员工近百人。据知情人士透露，苏州团队核心负责清洁家电业务，涵盖吸尘器、洗地机、扫地机等品类。此次整体裁撤的直接原因是该业务板块持续亏损，若不及时调整，2026年亏损可能进一步加剧。德尔玛官网信息显示，广东德尔玛科技股份有限公司（股票代码：301332.SZ）于2011年7月在佛山市顺德区成立，是一家集自主研发、原创设计、自有生产、自营销售于一体的创新家电品牌企业。公司旗下运营品牌包括“德尔玛(DEERMA)”、“飞利浦”等，主要产品类型包括家居环境类、水健康类、厨房类、个护健康类以及运动健康类。2023年5月，德尔玛在深交所创业板A股成功上市。据德尔玛此前在投资者平台披露的信息，公司与小米集团达成战略合作，为后者生产加湿器、吸尘器、除螨仪、养生壶、破壁机等米家定制小家电产品；此外，德尔玛还分别于2018年和2021年收购飞利浦水健康事业和获得按摩产品独家授权，构建了“德尔玛”与“飞利浦”的双品牌组合。据最新发布的财报，德尔玛2025年第三季度单季净利润2004.41万元，同比下降44.34%；主营收入6.99亿元，同比下降10.26%。前三季度主营收入23.84亿元，同比下降0.63%；归母净利润8872.47万元，同比下降14.66%。此外，据德尔玛2025年半年报，公司主营的水健康类、家居环境类和个护健康类产品营收分别为6.57亿元、6.77亿元与3.42亿元，分别占总营收比例38.97%、40.15%与20.30%；毛利率方面，三类产品的毛利率分别为39.61%、21.98%与36.50%，家居环境类产品毛利率显著低于另亮相业务。近年来，扫地机器人市场呈高度竞争态势，头部品牌市场份额集中度持续提升。据奥维云网数据，2025年上半年中国扫地机器人线上市场总销量达231.93万台，同比增长45.98%，其中TOP5厂商市场份额总和接近90%。值得注意的是，今年6月，德尔玛刚刚在俄罗斯成功举办了以“共启新程・同攀巅峰”为主题的2025年新品发布会，正式推出旗下首批扫地机器人系列产品，并一次性发布5款从入门到高端的扫地机器人产品；此外，发布会还展出了洗地机、吸尘器、布艺清洁机及除螨仪等共计17款产品。（图片来源：德尔玛官网）在10月的业绩说明会上，德尔玛曾在回复投资者提问时表示，公司明年整体以提升经营质量为重要目标。为进一步优化资源配置、提升整体运营效率，将对部分绩效表现未达预期的业务板块进行结构性优化和动态评估，以集中优势力量，巩固核心业务的竞争力，推动公司实现更健康、可持续的发展。此外，公司还表示，公司水健康业务前三季度实现了双位数的稳健增长，境内境外均呈现比较好的正向增长态势，主要是得益于净饮机及滤芯产品的良好表现，其中台面净饮机系列产品的迭代升级带动了销量与均价的同步提升，前期产品销量增长也进一步拉动了滤芯的复购需求。公司水健康业务发展目标首先是在整体市场占有率上的保持领先，其次是谋求海外市场拓展。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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小米、飞利浦代工厂 德尔玛苏州清洁电器团队解散

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小米、飞利浦代工厂德尔玛苏州清洁电器团队解散