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美的集团海内外齐增半年赚260亿 投88亿研发专利家族数居全球第八
Chang Jiang Shang Bao· 2025-09-04 00:05
长江商报消息 ●长江商报记者 沈右荣 白电巨头美的集团(000333.SZ,00300.HK)出现人事变动。 近日,美的集团发布公告,基于公司战略规划所需,由公司总裁方洪波提名,董事会聘任王建国为公司执行总 裁。 美的集团经营依旧稳健。2025年上半年,公司实现营业收入约2523亿元,同比增长15.68%;归母净利润约260亿 元,同比增长约25%;公司经营现金流净额为372.81亿元,同比增长11.33%。 美的集团对上半年的经营评价为,整体规模进一步增长,盈利能力与现金流等核心指标进一步改善,展现了美的 集团经营韧性与高质量增长的长期态势。 美的集团继续回报股东。2025年中期,公司拟合计向全体股东派发现金红利约38亿元。 此外,2025年4月以来,公司累计耗资约44.3亿元回购股份。目前回购计划仍在进行中。 美的集团继续加码研发。2025年上半年,美的集团研发投入约为88亿元。目前,公司拥有37家国家级绿色工厂。 净利快增长凸显头部竞争力 美的集团交出了一份高速增长的成绩单,凸显其头部竞争力。 近期,美的集团披露的2025年半年度业绩报告显示,上半年,公司实现营业收入2523.31亿元,同比增长15.6 ...
上半年营收破2500亿,美的下一步依然要“做减法”
Guan Cha Zhe Wang· 2025-09-02 12:37
(文/张志峰 编辑/周远方) 日前,中国家电巨头美的集团披露2025年中期报告。在行业深陷价格内卷的大环境下,美的上半年各项业绩指标依然保持稳健增长态势,营收达2511.24亿 元,同比增长15.58%。若下半年保持相近增速,去年营收刚破4000亿元的美的集团,有望在2025年营收再上一个台阶,突破5000亿元。 数据显示,企业上半年海外营收1071.93亿元,同比增17.70%,占总营收42.69%,国内营收1439.31亿元,同比增14.05%;归母净利润 260.14 亿元,同比增长 25.04%;扣非归母净利润 262.35 亿元,同比增长 30.00%。 | | 本报告期 | 上年同期 | 本报告期比上年同期 | | --- | --- | --- | --- | | | | | 增减 | | 营业收入(千元) | 251,123,714 | 217,274,086 | 15.58% | | 归属于上市公司股东的净利润(千元) | 26.013.690 | 20,804,176 | 25.04% | | 归属于上市公司股东的扣除非经常性损益的 净利润(千元) | 26.235.399 | 20.18 ...
美的海信组CP,“黑白配”释放什么信号?家电存量竞争玩法变了
Hua Xia Shi Bao· 2025-05-08 13:38
Core Viewpoint - The collaboration between Midea Group and Hisense Group marks a significant shift in the competitive landscape of the domestic home appliance industry, moving from fierce rivalry to a cooperative approach to tackle challenges in the evolving global economy and technology environment [2][3]. Group 1: Strategic Cooperation - Midea Group and Hisense Group will focus on AI applications, advanced manufacturing, and smart logistics as part of their strategic cooperation [2][3]. - The companies plan to develop a wide range of digital and AI application platforms, particularly in manufacturing and logistics, while also exploring green factories and industrial internet collaboration [3][5]. - Both companies aim to enhance their core technology capabilities and optimize their production and logistics systems through this partnership [3][5]. Group 2: Background and Market Context - The collaboration is seen as a response to the changing market dynamics, where traditional competitors are now seeking to combine strengths rather than compete head-to-head [6][8]. - Midea Group and Hisense Group have different core focuses, with Midea primarily in white goods and Hisense in black goods, which reduces direct competition and allows for collaboration [7][8]. - The partnership is also influenced by external factors such as tariff disputes affecting the home appliance industry's international expansion [7][8]. Group 3: Financial Performance and Market Impact - Hisense Group reported a projected revenue of 214.3 billion yuan for 2024, with overseas income accounting for 996 billion yuan, or 46.5% of total revenue [8]. - Midea Group disclosed a revenue of 409.1 billion yuan for the previous year, with overseas revenue making up 41% [8]. - The market reaction to the collaboration has been muted, with Midea's stock price showing a slight increase while Hisense's stock performance varied [8].