今年5月初，在董明珠连任董事长一职不久后，方洪波在一场分析师会议上同样被问到企业接班问题，他表示"已有六七个可随 时接班的人"，同时认为自己只是美的集团的一个过客，不需要被任何人记住。 如何看待小米集团要竞争家电行业前三？美的集团（000333）(000333.SZ)的未来发展方向在哪里？ 同时，方洪波在接受媒体专访的时候，被问及如何看待小米的竞争，方洪波表示，"战术上我重视小米，但战略上我并不害怕小 米进来。很长一段时间，家电行业的格局有点固化了，小米进来对家电行业是好事。我们一路不断地在学习它。" 近日，美的集团在位于佛山顺德的全球总部大厦召开了2024年度股东大会。当天董事长方洪波身体虽然有些不舒服，但还是坚 持出席会议，与多位公司高管共同向在场的上百位投资者回答了关于小米带来的市场竞争、行业护城河、关税、海外市场、医 疗器械、人形机器人等相关问题。 去年，小米集团总裁卢伟冰拜访美的集团，称大家电业务要成为全国前三；今年5月17日，卢伟冰进一步表示，2025年小米空调 销量将进入国内前三，计划2030年冲上国内前二。 值得注意的是，在谈论企业接班人以及小米竞争等较为敏感的问题时，方洪波也并未回避，而是用 ...

Core Viewpoint - Midea Group's leadership expresses confidence in its ability to compete with Xiaomi in the home appliance sector, emphasizing that the industry is highly competitive and any victory will come at a significant cost [2][6][10]. Group 1: Company Strategy and Market Position - Midea Group aims to balance its home appliance business (first curve) with its ToB (business-to-business) operations (second curve) to create a seamless growth transition [10]. - The company is focused on extending the lifecycle of its home appliance business while simultaneously developing its ToB business, which is projected to exceed 100 billion yuan in revenue for 2024 [10]. - Midea's management believes that the home appliance industry has limited growth potential and is undergoing a lifecycle phase, necessitating a shift towards overseas markets and structural adjustments [10]. Group 2: Competition and Industry Dynamics - The entry of Xiaomi into the home appliance market is viewed as a significant variable, but Midea's leadership is not intimidated, stating that the competition will ultimately lead to a "war of attrition" [2][6]. - Midea's management has conducted extensive research on Xiaomi, indicating a proactive approach to understanding competitive dynamics [2]. - The company acknowledges that the home appliance sector has low entry barriers but is characterized by intense competition, making it difficult for any player to dominate [6][10]. Group 3: Overseas Market Opportunities - Midea Group sees substantial growth potential in overseas markets, with current international revenue below 200 billion yuan, indicating significant room for expansion [7][8]. - The company has established a robust regional supply chain with 23 factories globally, allowing it to adapt to changing trade policies and maintain order growth, particularly in the U.S. market [8][10]. - Midea's management anticipates that the U.S. market will not only remain stable but may also present new opportunities, especially in OEM (original equipment manufacturer) business [8]. Group 4: Financial Performance and Future Outlook - Midea's air conditioning installation volume increased by 50% year-on-year in May, reflecting strong demand and market positioning [6]. - The company plans to enhance its dividend distribution in the future, signaling confidence in its financial health and commitment to shareholder returns [10].