白鹭
高管套现16亿，业绩5年首降，公牛“插座一哥”地位危矣_我的网站
一 | 多年前与小米的一战，让以插线板起家的公牛电器意识到危机，开启了多元化之路。 近年来，公牛电器还将业务触角延伸至新能源领域，推出了充电桩、随车充等产品。
Provinces including Zhejiang, Fujian, and Guangdong have activated emergency responses and taken preventive measures as Typhoon Dolphin, the 13th typhoon of the year, approaches, potentially bringing strong winds and heavy rain. Dolphin is about to enter the 48-hour warning zone of China and is expected to make landfall along the coastal areas between Zhejiang Province to northern Fujian Province as a typhoon or severe typhoon between Sunday afternoon and Monday Morning, China Central Television (CCTV) reported on Thursday.
Typhoon activity has intensified recently, with Typhoon Dolphin (No.13 of the year), Typhoon Kujira (No.14), and Typhoon Chan-hom (No.15) forming one after another. Kujira has weakened after making landfall in the Philippines, while Chan-hom is unlikely to affect China. Dolphin maintains strong typhoon intensity despite traveling a long journey, and is expected to approach the coast of East China, bringing strong winds and heavy rain, CCTV reported.
According to Dong Lin, chief forecaster at the National Meteorological Center (NMC), the key characteristics of Typhoon Dolphin are that it formed over distant open waters, has a long lifespan, features a large circulation system, and experiences frequent fluctuations in intensity.
According to Dong, Typhoon Dolphin formed near the International Date Line, something that has never happened since meteorological records began. Then it moved toward China, and is expected to make landfall at an intensity above the tropical storm level. This makes Typhoon Dolphin an exceptionally rare system.
Typhoon Dolphin was located 1,130 kilometers east of East China’s Zhejiang coasts as of 5 pm on Thursday. Large to very large waves are expected in Zhejiang’s coastal waters, and an orange alert for waves is maintained by the National Marine Environmental Forecasting Center, according to China’s Ministry of Natural Resources.
Affected by Typhoon Dolphin, rainfall is expected to begin this weekend. The National Meteorological Center has forecast heavy to torrential rains in parts of central and eastern China from Saturday to Wednesday, followed by further downpours in North China, Inner Mongolia, and southern Northeast China from Wednesday to Friday as the typhoon’s remnants interact with cold air.
China's National Flood Control and Drought Relief Headquarters and the Ministry of Emergency Management activated a Level IV emergency response for Zhejiang and Fujian provinces on Thursday as Typhoon Dolphin was forecast to bring strong winds and heavy rain to East China, according to CCTV.
Affected by Typhoon Dolphin, the Zhejiang Provincial flood control and typhoon prevention headquarters decided to adjust the maritime typhoon emergency response to Level IV at 2 pm on Thursday. Due to strong winds over the sea, 21 water passenger transport routes in Zhoushan, Zhejiang Province, had been suspended as of 3 pm on Thursday, CCTV reported.
Ningbo in Zhejiang had temporarily shut down all coastal attractions and high-risk marine tourism activities by 6 pm on Thursday due to Typhoon Dolphin.
Besides, Fujian activated a Level IV typhoon emergency response at 2 pm on Thursday as Typhoon Dolphin is forecast to enter Fujian’s tropical cyclone warning area on Friday and move closer to the East China coast, CCTV reported.
Fujian has ordered stronger safety management for offshore vessels, marine facilities, and ferry services as Typhoon Dolphin approaches. Coastal areas will reinforce shelter management and prevent people from returning to risky areas, while authorities prepare for heavy rain and wind on land, according to CCTV.
Guangdong Maritime Safety Administration activated a Level IV tropical cyclone response on Wednesday and imposed traffic controls from 6 pm on Thursday on vessels traveling northward through the southern entrance of the Taiwan Straits, CCTV reported.
Global Times
。不过多位用户投诉称，公牛电器的充电桩频繁出现充电异常等质量问题，甚至导致车辆损坏，售后服务也跟不上。 新能源业务也没能挽救公牛电器的业绩，其日前发布的半年报显示，营业收入同比下降2.60%，归母净利润同比下降8%，两项核心指标出现近五年来中期业绩首次负增长。 值得注意的是，在交出惨淡业绩的同时，公牛电器副董事长阮学平，也是公牛电器董事长、总裁阮立平的弟弟，突然抛出了超16亿元的大幅减持计划，让外界对公牛电器的信心再次蒙上阴影。 新能源质量和服务跟不上？ 被称为“插线板一哥”的公牛电器，早已将业务触角延伸至新能源领域，其目前已经陆续推出了充电桩、随车充、放电插座等产品。 从用户们的反馈来看，公牛电器新能源产品的口碑似乎并不太好。一位用户向《BUG》栏目表示，他于今年3月购买了公牛充电枪，使用没几个月就发现汽车的充电口有明显灼烧的痕迹。他前往4S店检测后，4S店工作人员称车辆的充电口没有质量问题，灼烧的原因应该是公牛充电枪的问题，但更换充电口配件需要2000多元。 在联系公牛电器售后后，一位公牛电器售后技术人员称需要用户自己先垫付费用，后续公司会进行理赔。但让他气愤的是，他将4S店的维修报告单和发票都发送给公牛电器售后之后，对方却一拖再拖，并拒绝赔付。他认为，公牛电器相关工作人员存在诱导垫付行为，导致自己出现资金损失。
二 | 《BUG》栏目在黑猫投诉上发现，针对公牛电器新能源产品的投诉不在少数，有的随车充在使用半年后出现过温断电的问题；还有的充电桩使用一个月就出现了充电异常断充现象；还有用户购买了两个充电桩连续出现故障，一个烧坏了，还有一个充不进电。 在公牛汽车用品淘宝旗舰店中，也有不少对其产品质量和服务的差评。有用户评价称，“慎买，两千多的东西，用了三个月核心控制单元坏了，虽然是一年免费维修，但三个月就坏，用得真不安心”，还有用户表示，“插头再次出现故障，已经给我寄过一根，但再次出现过热保护自动断电。
三 | 一个插头都做不好，如何相信公牛的质量？” 针对用户们的吐槽，公牛汽车用品淘宝旗舰店客服向《BUG》栏目回应称，“我们家也销售了大几万台了，可以看下差评的基数，对比之下肯定是少的。”对于产品质量问题，客服表示，质保期内质量问题免费维修，因为充电器自身原因充电过程造成车辆损坏等都是有保险的，安全方面无需担心。 插线板业务也不行了 此前，公牛电器一直靠传统的插线板单品制胜，经营得比较“滋润”。 但小米的入局，改变了这一现状。雷军曾公开吐槽插线板太难看，“明明每家每户都必备的东西，明明每年卖出那么多件的东西，却丑得一塌糊涂。”早在多年前，小米推出了一款带有USB口的插线板，在外观设计和功能上都对传统插线板形成了超越。并且还把价格拉低到了49元，引发整个插线板行业的大地震。 数据显示，这款插线板上市当天销量为24.7万只，上市3个月销量突破100万只。小米这一跨界打得公牛措手不及，不得不紧急召开高管会议迎战。随后，公牛推出了和小米插线板一样带有USB口的插线板，并且比小米定价少1元，勉强守住了基本盘。 这一战也打醒了睡在插线板功劳簿上的公牛电器，其随后连续在LED照明、数码配件和智能家居领域发力，直到近年来又进军新能源领域，以多元化扩张来应对外部竞争风险。
四 | 不过，今年上半年，公牛电器的核心业务正在陷入负增长。目前，公牛电器主要拥有电连接、智能电工照明、新能源三大业务，其中电连接产品主要为转换器（即插座）、数码配件、电动工具等。今年上半年，电连接业务实现收入36.62亿元，同比下降5.37%。 智能电工照明产品主要包括墙壁开关插座、LED照明（含智能照明）、安全断路器、智能浴霸、智能晾衣机、智能门锁、智能窗帘机等。今年上半年，智能电工照明业务收入40.94亿元，同比下降2.78%。 两个核心业务均出现收入同比下降，可见公牛电器如今形势危急。 五年来首次半年报业绩下滑 值得注意的是，公牛电器寄予厚望的新能源业务也未能成为救星。 公牛电器的新能源产品主要为新能源汽车充电桩/枪、家庭储能、工商业储能、户外便携式储能等。今年上半年，公牛电器新能源业务实现收入3.86亿元，同比增长33.52%。新能源作为新业务，虽然收入实现了同比大幅增长，但基数较小，为公牛电器贡献的收入还相对有限。 整体来看，今年上半年，公牛电器营业收入81.68亿元，同比下降2.60%；归母净利润20.60亿元，同比下降8.00%。在核心业务负增长的情况下，公牛电器也出现了营收和利润双双下滑。
五 | 《BUG》栏目梳理发现，这是公牛电器近五年来首次出现半年报业绩下滑。
六 | 公牛电器的烦恼还不止于此。
七 | 就在交出惨淡的半年业绩后，公牛电器近日发布公告称，公司副董事长阮学平拟在3个月内通过大宗交易方式减持公司股份不超过3617.18万股，即不超过公司总股本的2%。 按照公牛电器目前的股价计算，阮学平此次减持股权市值超16亿元。对于阮学平拟减持股份的原因，公牛电器在公告中表示：“系减持股东根据其自身资金需求自主决定，不会对公司治理结构及持续经营情况产生重大影响。” 资料显示，阮学平在担任公牛电器副董事长的同时，还是公牛电器董事长、总裁阮立平的弟弟，系公牛电器控股股东、实控人及一致行动人。此举也引发了一些股民的不满，“高管都不看好自己的公司？”一位股民吐槽道。 在业绩承压的背景下，核心高管又大幅减持，不得不让外界对公牛电器未来的发展产生疑虑。
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