奥克斯赴港上市点评：奥克斯为小米空调发展提供了很好的范本

Investment Rating - The report maintains a rating for the home appliance industry [1] Core Viewpoints - The report highlights the revenue and net profit growth of the company, with a projected revenue of 248.31 billion in 2023 and a net profit growth rate of 72.5% [5] - The analysis includes a comparison of key financial metrics such as ROE, asset turnover, and equity multiplier among major competitors in the industry [6] - The air conditioning business of the company shows significant revenue growth, with a 27.56% year-on-year increase in 2023 [7] Summary by Relevant Sections Revenue and Profitability - The company's total revenue for 2022 was 191.38 billion, with a projected increase to 244.11 billion in 2023 and 238.44 billion in the first half of 2024 [7] - The net profit growth rate is expected to be 72.5% in 2023, indicating strong profitability [5] Financial Metrics Comparison - The company's ROE stands at 10.01%, which is competitive compared to peers like Midea (22.05%) and Gree (27.18%) [6] - The asset turnover ratio is 5.81, indicating efficient use of assets compared to competitors [6] Air Conditioning Business Performance - The air conditioning revenue for the company in 2022 was 191.38 billion, with a projected increase to 244.11 billion in 2023 [7] - The air conditioning business shows a year-on-year growth rate of 27.56% in 2023, outperforming many competitors [7]