Lestie

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听懂星辰的语言,忽略蟑螂的噪音

Joined Jan 2022

Comments

Jura's product sold to US estimates 20%~30%of Jura revenue. Uchitec main customer 90% from Jura. So it was unlikely less <5% impact.
1 hour · translate
@Kaiba, how do we know is less than 5%?
2 hours · translate
Uchi最大的客户90%是Jura, 它没有上市,我也不知道Jura在美国具体卖了多少,但从市场趋势和同行对比来看,美国可能是Jura全球第二或第三大市场(仅次于欧洲),贡献预计约20%-30%的销售额。
2 hours · translate
我们很肮脏吗?可能干净国会好一些。
Yesterday · translate
在可预见的未来最终受害者是谁?
Yesterday · translate
个人浅见,预计70%几率美丽国不会向Harta开刀。因为开刀前要用手套,开刀费用会向病人开刀,病人或家属被开刀就如向美丽国人民开刀。美丽国人民被开刀就会向政府开刀,结果就是向自己开刀?
2 days · translate
If appliance giants like Midea or Haier successfully launch premium sub-brands (e.g.Casarte) or tech players like Huawei enter the market with ecosystem integration capabilities, they could directly threaten Jura’s dominance in high-end markets. These players may leverage China’s supply chain efficiency and AI-edge technologies to disrupt traditional espresso machine paradigms.
2 days · translate
Companies like SOWTECH and CaféCrafts, focused on niche coffee technology, are most likely to challenge Jura in the mid-range market (e.g. $500–$1,500) through cost-performance advantages and smart features. Their impact on Jura’s core premium segment ($2,000+) will remain limited but could erode Jura’s aspirational user base.
2 days · translate
@Lim, thanks for sharing.
1 week · translate
盈利下滑有3个因素。yoy营业额跌8%因需求减弱。管理层去年已预测营业额跌个位数.. 接着外汇亏损和缺少11.3m的一次性售卖资产。
1 week · translate
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