股东会开成“朋友会”!董明珠谈分红称股东希望“马儿跑”,也请让“马儿有草吃”

Core Viewpoint - The recent shareholder meeting of Gree Electric Appliances was characterized as a "friend meeting" rather than a traditional shareholder meeting, with a focus on open communication about the company's future strategies and performance [5][3]. Group 1: Shareholder Meeting Insights - The shareholder meeting held on November 24, 2023, in Zhuhai, saw over 70 shareholders in attendance, which was noted to be relatively low compared to previous meetings [3][5]. - Gree's Chairman, Dong Mingzhu, emphasized the importance of showcasing the new management team and allowing business leaders to address shareholder questions directly [5][6]. - The meeting included discussions on various topics such as product planning, channel transformation, dividend policies, and international expansion strategies [3][5]. Group 2: Dividend Policy - The meeting approved the 2025 interim profit distribution plan, which proposes a cash dividend of 10 yuan per 10 shares, totaling 5.585 billion yuan [6][8]. - Dong Mingzhu highlighted the company's commitment to dividends, noting that since its listing, Gree has raised 5 billion yuan but has distributed over 170 billion yuan in dividends [8]. - Gree's President, Zhang Wei, assured shareholders that the company would maintain a stable dividend policy, reflecting its commitment to investor returns [8]. Group 3: International Expansion and Product Strategy - Gree's international strategy was a key focus, with discussions on the company's performance in the Middle East and plans for expansion in Africa and Latin America [9]. - Zhang Wei reported a significant shift in Gree's export structure, with the proportion of self-owned brands in exports increasing from less than 30% to nearly 80% [9]. - The company is also making strides in industrial products and smart equipment, indicating a diversification of its business model beyond air conditioning [9].