美的集团前三季度实现营收3647.2亿元

Core Insights - Midea Group reported a total revenue of 364.72 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 13.8%, with a net profit attributable to shareholders of 37.88 billion yuan, up 19.5% [1] - The third quarter revenue surpassed 100 billion yuan, reaching 112.4 billion yuan [1] - The company's To B business is expected to achieve annual revenue of 100 billion yuan, becoming a key growth driver for the group [1] Business Performance - In the first three quarters, Midea's three major segments—New Energy and Industrial Technology, Smart Building Technology, and Robotics and Automation—performed well, generating revenues of 30.6 billion yuan, 28.1 billion yuan, and 22.6 billion yuan, respectively, with year-on-year growth rates of 21%, 25%, and 9% [1] - The company is focusing on the development of humanoid robots, emphasizing three areas: core components research, integration of robotics and AI in home appliances, and complete robot development [2] Strategic Developments - Midea Group's "Midea Energy" and "Midea Medical" sectors are actively pursuing strategic initiatives in 2025, including the launch of a "storage + heat pump + AI" strategy [2] - The company has introduced innovative products such as the Aqua-C3.0 Pro liquid cooling energy storage system and a high-temperature industrial heat pump to support green industrial transformation [2] Consumer Business - In the To C segment, Midea's smart home business saw a 13% increase in revenue year-on-year, with overseas OBM (Own Brand Manufacturing) being a key growth driver [3] - Midea's Thailand air conditioning factory was recognized as a "Supply Chain Resilience Lighthouse Factory" by the World Economic Forum, marking the company's first overseas lighthouse factory [3] - The company operates in over 200 countries and regions, with 38 R&D centers and 63 major manufacturing bases, including 22 overseas R&D centers and 41 manufacturing bases [3]