Core Insights - Midea Group reported a net profit of 26 billion yuan for the first half of the year, representing a year-on-year increase of 25% [1][3] - The company announced executive changes, with Wang Jianguo appointed as the Executive President and Zhao Lei promoted to President of the Smart Home Business Group [3] Financial Performance - Midea Group achieved total revenue of 252.3 billion yuan in the first half of 2025, marking a year-on-year growth of 15.7% [3] - The company plans to distribute a cash dividend of 5 yuan for every 10 shares [3] Business Segments - The smart home business, primarily focused on home appliances, accelerated its DTC (Direct-to-Consumer) transformation domestically and expanded its OBM (Own Brand Manufacturing) business internationally [3] - Retail sales of the COLMO and Toshiba sub-brands increased by over 60% year-on-year [3] - The overseas revenue from Midea's own brand business accounted for more than 45% [3] - Midea established 18 new overseas manufacturing bases in countries such as Thailand, Indonesia, Vietnam, Malaysia, Egypt, and Saudi Arabia to expand production capacity [3] Growth Engines - The ToB (Business-to-Business) segment has emerged as Midea's second growth engine [4] - Revenue from the new energy and industrial technology business reached 22 billion yuan, up 28.6% year-on-year [4] - Revenue from the smart building technology business was 19.5 billion yuan, reflecting a 24.2% increase [4] - Revenue from the robotics and automation business amounted to 15.1 billion yuan, growing by 8.3% [4]

出品｜搜狐财经 作者｜李保铭 3月28日夜间，美的集团发布最新的2024年报，营收、归母净利双增。 财报显示，美的集团2024年营收4090.84亿元，同比增长9.5%；归母净利润385.39亿元，同比增长14.3%。 分业务来看，智能家居业务营收2695.32亿元，占营收比重65.9%，营收同比增长9.4%；商业及工业解决方案营收1044.96亿元，占营收比重25.5%，营收同比 增长6.9%；新能源及工业技术营收336.1亿元，占营收比重8.2%，营收同比增长20.6%；智能建筑科技营收284.7亿元，占营收比重7%，营收同比增长9.9%。 机器人与自动化业务实现同比下跌，2024年营收287.01亿元，占营收比重7%，营收同比下滑7.6%。 与此同时，机器人与自动化业务毛利率为22%，同比下滑1.7个百分点。 财报显示，其机器人与自动化业务同比下降7.6%，主要系行业需求周期性波动，如全球新能源汽车增速放缓叠加光伏、锂电行业产能调整等因素，工业机 器人市场需求短期承压。 分区域来看，2024年国内营收2401亿元，占营收比重58.7%，营收同比增长7.7%；其他国家或地区实现收入1690亿元，占营收比重 ...