美的集团:2B业务增长,并购整合加速,预测全年营业收入4605.28~4949.00亿元
Xin Lang Cai Jing·2026-01-15 14:09

Core Viewpoint - Midea Group's projected annual revenue is between 460.53 billion to 494.90 billion yuan, with a net profit forecast of 44.74 billion to 50.70 billion yuan for the year ending January 15, 2026, indicating strong growth expectations [1][5]. Revenue and Profit Forecasts - The average revenue forecast from various institutions is 486.49 billion yuan, with a median of 487.67 billion yuan [2][6]. - The predicted net profit average is 486.75 billion yuan, with a median of 487.08 billion yuan [2][6]. - UBS forecasts revenue of 486.70 billion yuan and net profit of 47.13 billion yuan [2][6]. Business Segments - Medical Sector: Midea Group has strengthened its global competitiveness in medical imaging equipment through the acquisition of Carestream International, gaining access to overseas sales networks and advanced technology platforms [3][8]. - 2B Business Growth: The revenue share from Midea's 2B business has increased from 18.5% in 2020 to 25.7% in the first half of 2025, reflecting robust growth in industrial technology and automation sectors [4][8]. - Home Appliance Domestic Sales: Midea's air conditioning division has implemented a tiered pricing strategy to counter rising costs and maintain stable growth amid market challenges [4][8].

Midea Group-美的集团:2B业务增长,并购整合加速,预测全年营业收入4605.28~4949.00亿元 - Reportify