欧派杀向上游，龙头亲自下场卖板！｜Quan sát Nội thất Tùy chỉnh

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2026-10-10

# 欧派杀向上游，龙头亲自下场卖板！

![欧派杀向上游，龙头亲自下场卖板！](https://gdcha.org.cn/uploads/external_75af515c4534ce67ac85c74f_5c05a63f43.jpg)



  

2026年10月9日，欧派家居集团宣布推出旗下高端饰面板自营品牌“OWELL奥维板材”，并全面启动全国招商。此举被业内视为定制家居龙头向上游板材赛道延伸、深耕供应链的重要信号，也让国内精板市场面临新的强劲对手。

  



  

企查查信息显示，OWELL奥维板材相关运营主体中，广州欧派集成家居有限公司持股65%，欧派集团副董事长姚良柏担任法定代表人；家居行业资深职业经理人刘志超个人持股35%，并出任董事。从公开资料看，OWELL奥维板材未公布具体加盟门槛，但披露了品牌优势与产品系列，产品涵盖实木多层板、欧松板、实木颗粒板等基材。

  



资料来源：企查查

  

定制观察分析来看，欧派下场布局自营板材，背后有多重考量。

  

第一，破解集团财务承压困局。2026 年上半年，欧派家居实现营业收入 59.50 亿元，同比下降 27.79%；归母净利润 4.42 亿元，同比下降 56.62%；扣非净利润 3.61 亿元，同比下降 61.71%。一旦自营板材业务跑通，一方面能够从供应链环节压缩生产成本、增厚利润；另一方面板材外销也将成为集团新的增长曲线。  

  

第二，正面狙击上游工厂下沉截单。近年来，大量板材源头工厂持续向终端延伸，直接抢夺品牌工厂份额。欧派此番亲自入局板材赛道，意在向上游渗透，夺回市场份额。

  

第三，巨头入场引爆精板赛道洗牌。国内精板市场长期以源头工厂和中小板材品牌为主，同质化竞争、低价内卷现象普遍。欧派作为家居龙头，拥有上市品牌背书、全国渠道网络、规模化智造与全链条供应能力，相比传统板材企业具备断层优势。随着 OWELL 奥维板材全国招商推进，不仅中小板材厂商生存空间受到挤压，其他品牌厂家的市场份额也将面临或被抢占，精板赛道正式迈入龙头竞争阶段，行业优胜劣汰节奏加快。

  

对此，您怎么看？欢迎留言讨论。

  

  

本文由广东省定制家居协会战略合作媒体【定制观察】原创报道，不构成任何投资建议。

定制观察是博骏传媒旗下产经媒体，广东省定制家居协会战略合作媒体，广州定制家居展战略合作媒体。

  

  

图片部分来源网络，若有侵权请告知删除，谢谢！

![图片](https://gdcha.org.cn/uploads/external_dab1c161a4fa7540065698a9_baebff6ffe.gif)

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