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“第二引擎”To B业务持续发力 美的集团第三季度营收再破千亿元
Financial Performance - Midea Group reported a total revenue of approximately 111.9 billion yuan for Q3 2025, with a net profit of about 11.87 billion yuan, reflecting a year-on-year growth of nearly 9% [1] - For the first three quarters of the year, the company achieved a revenue of 363.06 billion yuan, a year-on-year increase of 13.82%, and a net profit of 37.88 billion yuan, up 19.51% [1] - The revenue growth in Q3 was approximately 10% year-on-year [1] Shareholder Returns - Midea Group has increased its shareholder returns by announcing a mid-term cash dividend of 5 yuan for every 10 shares and continuing its share buyback program [1] Business Segments - The growth in Midea Group's performance is attributed to the steady rise of its "second engine" To B business, with revenues from new energy and industrial technology, smart building technology, and robotics and automation reaching 30.6 billion yuan, 28.1 billion yuan, and 22.6 billion yuan respectively, with year-on-year growth rates of 21%, 25%, and 9% [1] Robotics Development - Midea Group is focusing on the humanoid robotics sector with a development strategy centered on application-driven solutions, including industrial robot intelligence, home appliance robotics, and humanoid robot value creation [2] - The company launched five strategic intelligent products in September, enhancing its capabilities in the industrial robotics space [2] - Midea's "COLMO AI管家" is the first AI agent in the home appliance industry with a trillion-level data volume, showcasing its commitment to home appliance robotics [2] Strategic Transformation - Midea Group is also targeting strategic transformations in energy and healthcare sectors, with the launch of "Midea Energy" and "Midea Healthcare" brands [3] - The company has introduced a three-dimensional strategy for energy, integrating storage, heat pumps, and AI to enhance business competitiveness [3] International Expansion - Midea Group's overseas OBM revenue has increased significantly, benefiting from its strong global production capabilities and brand development [4] - The company has established a presence in over 200 countries and regions, with 38 R&D centers and 63 major manufacturing bases globally, including 22 R&D centers and 41 bases overseas [4]