美的中国区总裁王春凯疑公开喊话“明年干掉30%运营商”，美的回应“没听说”

Core Viewpoint - Midea's recent dealer conference highlighted a controversial statement by the new China President Wang Chunkai, suggesting a strategy to eliminate 30% of operators, indicating a potential shift in channel management and operational strategy [1][4]. Group 1: Company Strategy and Leadership - Wang Chunkai, recently appointed as Midea's China President, previously held significant roles within the company, including domestic marketing manager for Little Swan and vice president for Midea Group [1]. - The conference aimed to engage operators and dealers, with expectations to drive significant cash flow, potentially reaching 350-400 billion yuan in channel funding [2]. - Midea's operational centers are expected to contribute an average of 12-13 billion yuan each, with a substantial portion of funds anticipated to be received on the same day as the conference [2]. Group 2: Market Context and Performance - The Chinese air conditioning market is experiencing intense competition, with sales volume reaching 65.83 million units and revenue at 202.3 billion yuan in the first three quarters of the year, showing minimal growth [4][5]. - Midea's financial data indicates an increase in sales rebates, with a year-on-year growth of 14.83% in the balance of sales rebates by mid-2025 [5]. Group 3: Organizational Changes - Midea has been undergoing significant channel reforms, including the consolidation of operational centers from 35 to 29, resulting in approximately 900 job cuts [6][8]. - The restructuring aims to streamline operations and enhance efficiency, with a focus on direct accountability within the operational centers [8][9]. - Recent adjustments have seen operational center managers taking on additional responsibilities, such as overseeing product categories, indicating a shift towards a more integrated management approach [9].