GLUE Latest Report

Financial Performance

Based on the provided data, Monte Rosa (stock code: GLUE) achieved a significant increase in its operating revenue of RMB60,647,000 as of December 31, 2024, compared to RMB-34,863,000 as of December 31, 2023. This change indicates the recovery and growth of the company's revenue, reflecting its improvement and competitiveness in the market.

Key Financial Data

1. The recovery of operating revenue to a positive figure indicates that the company's operating conditions have improved in 2024.

2. The improvement of the market environment in 2024 may have supported the company's revenue growth.

3. Cost control and efficiency improvement may be important factors for the company to achieve revenue growth.

4. Adjustments in sales strategies may have enhanced customer appeal and the effectiveness of sales channels.

Peer Comparison

1. Industry-wide analysis: When analyzing the change in GLUE's operating revenue, the overall performance of the industry should be considered. The overall sales growth rate of the industry in 2024 shows the recovery of market demand, and GLUE's revenue growth may be closely related to the industry's recovery. In particular, the sales of new energy vehicles and household appliances grew by 35.5% and 12.3% year-on-year, respectively, indicating the healthy development of the overall market. [Source](http://www1.hkexnews.hk/listedco/listconews/sehk/2025/0310/2025031000473_c.pdf)

2. Peer evaluation analysis: If GLUE's operating revenue growth exceeds the average of the industry, it indicates that its performance in the market is better than its competitors, possibly due to its product differentiation and market positioning advantages. For example, one competitor achieved an operating revenue of RMB2.592 billion in 2024, up 39.51% year-on-year, while another competitor saw a decline in sales due to weak market demand, showing GLUE's relative competitiveness under current market conditions. [Source](http://www1.hkexnews.hk/listedco/listconews/sehk/2025/0318/2025031801972_c.pdf)

Summary

Through the analysis of GLUE's financial indicators, we can see that its significant recovery in operating revenue reflects its resilience and adaptability in facing market challenges. The improvement of the market environment, effective cost control, and adjustments in sales strategies have all provided strong support for its revenue growth.

Opportunities

1. With the improvement of the market environment, GLUE can continue to expand its market share and further increase its operating revenue.

2. If the company can launch more new products that meet market demand, it may bring additional sales growth.

3. The uneven performance of other competitors in the industry provides an opportunity for GLUE to strengthen its market positioning and customer service.

Risks

1. Fluctuations in raw material prices may put pressure on the company's cost control and affect its profitability.

2. Overall macroeconomic fluctuations in the industry may affect GLUE's sustained growth, especially during an economic downturn.

3. Intensified competition may have a negative impact on the company's sales volume and market share.