海信家电发布2023年报：归母净利润大增97.7%

Core Viewpoint - Hisense Home Appliances reported significant growth in revenue and profit for 2023, demonstrating strong performance in the home appliance industry and a commitment to shareholder returns [1][4]. Financial Performance - The company achieved operating revenue of 85.6 billion yuan, a year-on-year increase of 15.5% [1] - Net profit attributable to shareholders reached 2.84 billion yuan, up 97.7% year-on-year [1] - The net profit after deducting non-recurring items was 2.36 billion yuan, reflecting a substantial increase of 160.1% [1] - The net cash flow from operating activities was 10.61 billion yuan, growing by 163.2% year-on-year [1] - A cash dividend of 10.13 yuan per 10 shares was proposed, marking a 95.9% increase from the previous year [1] Business Segments Performance - The central air conditioning segment saw revenue growth of 9.3%, with a market share exceeding 20% [1] - The home air conditioning business reported online and offline retail sales growth of 41.4% and 14.3%, respectively, outperforming industry averages by 26 and 10 percentage points [1] - The refrigerator segment experienced an 18.7% revenue increase, with retail sales up 17.8% and market share rising by 1.6 percentage points [2] - The washing machine segment, driven by innovative technology, achieved a revenue increase of 53.6% [2] - The kitchen appliance segment reported a remarkable revenue growth of 66% [2] Global Expansion and Brand Influence - Hisense accelerated its overseas business, achieving revenue of 27.92 billion yuan from international markets, a 12.3% increase [2] - The ASEAN region saw revenue growth exceeding 20%, with self-owned brand business growing over 70% [2] - Hisense became the global official partner for the 2024 UEFA European Championship, enhancing brand visibility [3] Innovation and User Engagement - The company is focusing on user-driven, scenario-based upgrades in the home appliance sector, leading to increased consumer trust and recognition [3] - The Hisense Aijia app user base grew by 54%, with monthly active users increasing by 58% [3] - The company received multiple awards for product innovation and design, reflecting its commitment to enhancing user experience [3] Shareholder Returns and Market Recognition - Hisense's stock price increased by 58.24% in A-shares and 101.75% in H-shares in 2023 [4] - The company has distributed approximately 3.6 billion yuan in dividends to minority shareholders over the past decade [4] - In 2023, the company repurchased shares worth 210 million yuan, boosting investor confidence [4] Future Outlook - Hisense plans to maintain a long-term strategy, enhance global operations, and focus on technological innovation to drive high-quality development [4]