Midea group's 202 1 semi-annual report shows that the company achieved operating income of 1738. 1 billion yuan, up 24.98% year-on-year; The net profit of returning to the mother was 65.438+05.009 billion yuan, a year-on-year increase of 7.76%; Deducting non-net profit was 65.438+04.637 billion yuan, up 8.76% year-on-year; The net cash inflow from operating activities was 2,065,438+76 million yuan, up 9.62% year-on-year; Basic earnings per share 2. 17 yuan. The self-owned capital is 654.38+02.3 billion yuan, and the cash flow from operating activities is 20.2 billion yuan, which is quite abundant.
Many people in the industry told the home appliance circle: What is surprising is not only that Midea Group has maintained high-quality growth in scale and profit under this series of complicated social, economic and commercial situations. The key lies in a series of future-oriented emerging businesses, which also show broad growth potential: TOB business has blossomed in many places, and the core components of new energy vehicles have been comprehensively laid out, achieving new breakthroughs in cross-border medical care, rapid export growth, accelerated landing of whole-house solutions and smart homes, simultaneous detonation of online and offline networks, and new retail channels. At the same time, the performance of KUKA robots has improved rapidly, the China market has made rapid progress, and the proportion of high-end products has steadily increased.
The new track shows the power of "accumulation and thin hair".
As a global technology group covering five business segments: smart home business group, electromechanical business group, HVAC and building business group, robot and automation business group and digital innovation business group, Midea Group has now formed a "new chariot" of two business systems: TOC and TOB. The release of 202 1 semi-annual report further shows the impetus and potential for the rapid growth of TOB business of Midea Group.
In the first half of 2002/kloc-0, the sales revenue of kuka robots increased by 30.9% year-on-year, reaching152.87 million euros; The order volume was 65.438+88.8 million euros, a year-on-year increase of 52.2%; At the same time, KUKA staged a new speed of "rapid development" in the China market: the order volume reached 3,576,543.8 million euros, up 43.2% year-on-year; Sales revenue was 262.3 million euros, up 97.2% year-on-year.
KUKA Robot is just the tip of the iceberg of Midea Group's TOB business. Take Midea's electromechanical enterprise group as an example. As the world's leading core component enterprise, its product line covers four categories: household appliances, auto parts, industrial control parts and 3C product parts. It not only serves the United States, but also provides products and technical solutions to thousands of customers in various fields around the world. This year, it officially entered the new energy automobile industry and became a core technology solution service provider. At the same time, on the basis of chip technology in the home appliance chip industry for many years, the products cover MCU, power supply, power supply, IoT and other related fields, and this year will gradually expand chips in the industrial field and automobile field.
Following the successful acquisition of Hekang Xinneng last year, Midea has strengthened its industrial layout in the fields of industrial automation, power electronics software driver, and enhanced the synergy of the industrial automation industry chain. At the same time, through the acquisition of Wang Ling Elevator, it has achieved business occupation in energy, HVAC, elevator and building control, and completed the strategic closed loop of the new model of "smart building" in the United States. In addition, this year Midea invested 2.3 billion yuan in Wandong Medical, a medical device company, and intervened in the research and development, manufacturing and production of imaging medical devices, as well as imaging diagnosis services, further enhancing Midea's influence in the medical field.
In the first half of this year, the TOB business income of robots, automation systems and other manufacturing industries was 654.38+0.27 billion yuan, up 33.3% year-on-year, which was higher than the overall revenue growth rate of Midea Group, releasing that TOB business is becoming a new engine for the company's development and growth in the next few years. Looking forward to the future, Midea said that it will also build a full value chain performance delivery management capability for commercial customers, commercial markets and business opportunities management, and build a B-end after-sales service management standard system, and finally realize a new track of equal development with "B+C" two-wheel drive.
Lead a better life and realize the global leadership of home appliances.
Over the past six months, China's home appliance industry has been facing a complicated business situation of "constant variables in the post-epidemic era, continuous rise of bulk raw materials and continuous socio-economic fluctuations". Midea Group's home appliance business is user-centered, focusing on scene product layout, constantly promoting the optimization of the whole value chain, upgrading business scenarios, products and services, and actively exploring "matching multi-brand and diversified product portfolios for users, strengthening the spread of brand core values, and facing terminal retail and user-oriented operations".
In the first half of 200210, the online sales of home appliances business was 52 billion yuan, up 20% year-on-year; On the basis that Tmall, JD.COM, Suning.cn and other platforms ranked first in all categories of household appliances for nine consecutive years, they also achieved new sales and user growth in new channels such as Pinduoduo, Shadan and A Auto Fast. The data shows that in the first half of 20021,the proportion of e-commerce sales in the United States continued to remain above 45%, and the integration of online and offline markets was further accelerated.
COLMO, an AI technology home appliance brand, achieved retail revenue of 65.438+55 billion yuan, up 380% year-on-year. The market share of Midea's major mid-to-high-end products rose across the board, including air conditioners with a unit price exceeding 1.2 million, washing machines with a unit price exceeding 1.2 million, and refrigerators with a unit price exceeding 1.7 million, with the largest increase of 7.6% and the lowest increase of 2.0%. Taking "user experience" as the core, the net recommended value (NPS) was used to improve the user experience of the whole value chain, and the NPS value increased by 12% year-on-year.
More than 35,000 intelligent retail outlets and 550 EDIS whole-house intelligent service outlets have been established nationwide, and 50 sets of whole-house self-assembly and smart space solutions have been launched, with 23 12 professional intelligent scene service technical engineers. At present, the cumulative number of registered members of Midea has exceeded 80 million, and Midea Mercure APP has served 37 million families. Through the direct retail reform, more than 90% of offline monopoly retailers can place orders directly from the United States, and the ratio of storage to sales has dropped by 20%.
According to the monitoring data from Aowei Cloud, in the first half of 200212002, the online market share of Midea's air-conditioning business was 37.6%, and the offline market share was 36.5%, ranking first in the industry. Midea's online market share of washing machine business is 35.5%, and its offline market share is 27.7%. Midea's online market share of refrigerator business is 18.8%, and its offline market share is 14.7%, ranking the top two in the industry. Other household appliances (total household appliances except air ice washing) are online 2 1.2% and offline 16.8%, ranking first in the industry.
Finally, in the first half of 20021,Midea Group's HVAC business sales reached 76.4 billion, up 19.3% year-on-year. The revenue of consumer electronics business reached 65 billion, a year-on-year increase of 22.5%; This growth rate shows that Midea's home appliance business has returned to the normal year of 20 19, achieving a year-on-year transcendence.
The revenue of home appliance business under the whole network layout has developed steadily, and the main categories have achieved the "one of the best" high-quality leadership in the industry. Behind the leap from quantitative change to qualitative change of high-end brands such as COLMO, it is precisely because of the "double upgrade of industry and consumption" channel that Midea promotes the digital intelligence drive strategy, accelerates the all-round intelligence landing, creates a better intelligent life for users, and opens up the future development space and motivation of home appliance business with the help of smart home and whole house complete solutions.
Since the beginning of this year, based on the platform advantages of smart home business group, Midea has established a pre-installed business entity, integrated all kinds of household appliances, focused on "smart home" and "whole house complete solution", and achieved in-depth cooperation with home improvement, home furnishing, design and other channels. At present, hundreds of home improvement companies have jointly built stores, effectively inciting the cooperative competitive advantage of Midea's all-category home appliances; More importantly, Midea, as the leader of the global home appliance industry, can provide users with one-stop high-quality family life service solutions covering all categories.
The five spaces of smart living room, smart balcony, smart kitchen, smart shower curtain and smart bedroom created for users have deep cooperation with more than 100 ecological partners such as Tencent, Huawei, OPPO and vivo. Among them, there are more than 100 product categories connected to Midea's IOT developer platform, and the beautiful wisdom scene has been executed nearly 200 million times. Midea's home appliances equipped with Huawei's HarmonyOS system have reached 102, finally realizing the leap from single product collaboration, all-category collaboration to whole-house intelligent collaboration, and realizing the whole-house intelligent scene solution.
In the first half of the year, Midea Group also adopted the global breakthrough strategy of "taking the United States, Brazil, Germany, Japan and ASEAN" as the breakthrough point, newly cultivated more than 0.8 million overseas self-owned brand sales outlets, and carried out more than 500 cross-regional and cross-market multi-category joint promotion activities; Amazon platform prime day achieved a sales growth of 150% during the promotion period. In addition, Midea's home appliances are also connected to the IFTTT overseas ecological platform, taking household air conditioners and dehumidifiers as pilots to realize ecological interconnection with more than 600 brands around the world and seize the strategic nodes in the Internet of Things era. It is worth noting that in the first half of the year, Midea Group's domestic sales revenue reached 99.9 billion yuan, a year-on-year increase of 29.3%; Export income was 74 billion yuan, up 19.6% year-on-year.
New strategic engine accelerates landing.
Whether it is C-end smart home business group, B-end electromechanical business group, HVAC and building business group, robotics and automation, digital innovation business group, in the first half of this year, Midea Group has embarked on a new channel of "volume growth, profit growth and full-line growth of its main business" in the complex and ever-changing global market, thanks to the continuous detonation and development of new engines driven by new strategies.
Through "adhering to the leading position in science and technology, improving the efficiency of R&D investment and R&D achievements, building a global platform, and implementing strategies such as" patent innovation, patent standardization, internationalization of standards, and going global with American standards ",Midea has further focused on digital intelligence, carried out comprehensive digital and intelligent changes around user experience, and strived to become a leading enterprise in the Internet of Things era.
Behind the double growth of overall revenue scale and profit, Midea's investment in scientific and technological innovation in the first half of this year also increased by 20% year-on-year, reaching 5.3 billion yuan. In the first half of the year, more than 5,000 patents were applied worldwide, including more than 2,000 authorized invention patents and more than 500 overseas invention patents, and the total number of patents granted exceeded 66,000. * * * participated in the formulation and revision of standards with 1062, with 8 national enterprise technology centers and industrial design centers, and nearly 40 provincial and ministerial enterprise technology centers, engineering centers or design centers.
By continuously integrating global R&D resources, adhering to the leading strategy of science and technology, and continuously building product and technological innovation capabilities, we will continuously achieve new breakthroughs in global market management. The newly released list of Fortune Global 500 in 20021year shows that Midea Group ranks 288th, up19th from the ranking in 2020, and has been among Fortune Global 500 companies for six consecutive years, stepping out of a steady upward curve.
The release of 202 1 semi-annual report is only a new starting point driven by "new cycle, new strategy and new engine" for Midea Group. Next, Midea Group will take "innovation, breakthrough and layout" as the main tone, and through the dual business drive of "TOB+TOC" and the dual qualitative change of domestic and overseas markets, based on five business segments, embark on a development channel of "high quality, high efficiency and high standard" in the rapidly changing market, which will not only completely open up the rising space of the household appliance industry, but also drive more China enterprises to start a new journey on the global business stage.