The National Business Daily reporter noted that last year, affected by the epidemic, the domestic appliance industry as a whole showed a negative growth trend. According to the data released by China Household Electrical Appliances Research Institute and National Household Electrical Appliances Industry Information Center, in 2020, the domestic market retail scale of household electrical appliances industry was 729.7 billion yuan, down 9.2% year-on-year. Judging from the Big Three, Midea and Haier have adjusted their sales strategies and achieved positive growth in annual revenue and net profit. Midea Group explained in the announcement that the company's overall performance in 2020 was better than expected, mainly because the previous reforms achieved results.
Judging from the proportion of internal and external sales, last year, Midea Group's foreign revenue scale increased by 3.68% year-on-year, and the proportion of the company's operating income further increased to 42.6%.
In 2020, when the epidemic broke out and the price of raw materials rose, Midea Group achieved a high growth in net profit attributable to shareholders of listed companies while maintaining a positive growth in operating income. Midea Group said that Midea can stand the test in 2020, on the one hand, because of its rapid response and positive response to the changes brought about by the epidemic; On the other hand, in the past few years, Midea has undergone a series of changes and adjustments, and organizational agility and operational resilience have been formed.
Specific to the category, Midea HVAC achieved operating income of 1, 2 1.22 billion yuan last year, a year-on-year increase of1.34%; Consumer appliances (refrigerators, washing machines, kitchen appliances and small household appliances, etc. ) The operating income reached RMB 65,438+065,438+03.89 billion, a year-on-year increase of 4.02%. The reporter noted that from the perspective of sales volume, Midea HVAC has stood in the position of "a brother in the industry".
Midea Group also mentioned in the announcement that the market share of major household appliances in China increased to varying degrees last year, among which the omni-channel share of core household air conditioners increased significantly, with the online market share approaching 36%, ranking first in the whole network and the offline market share exceeding 33%.
In addition, the epidemic has also accelerated the changes in the sales channels of home appliances. Midea Group's annual report shows that the proportion of online sales of the company increased significantly to over 45% last year. Statistics from the National Household Appliance Industry Information Center also show that the online retail sales of domestic household appliances increased by 8.4% year-on-year, accounting for 46.2% of the market share, and the offline retail sales continued to shrink.
On the evening of April 29th, Midea Group also announced the dividend plan. Based on 6.92 billion shares, it is planned to distribute 65,438+06 yuan (including tax) in cash to all shareholders for every 65,438+00 shares, and the annual cash dividend is nearly 6,5438+065,438+0 billion yuan.
The reporter of National Business Daily also learned that in 2020 Midea Group acquired 8.85% equity of Hekang Xinneng (300048, SZ)/KLOC-0 through agreement acquisition, becoming the new controlling shareholder of the latter; At the same time, Midea Holdings Wang Ling Elevator officially entered the elevator business. These are all important diversified investment actions of Midea Group in 2020.
In the first quarter of this year, Hekang Xinneng's revenue and net profit increased substantially, of which the net profit turned losses into profits, with a year-on-year increase of184.11%; In the first quarter, KUKA Group's revenue was 5.6 billion yuan, a year-on-year increase of 65,438+07%; Toshiba's revenue was 4.3 billion yuan, a year-on-year increase of 22%.
In terms of Midea Group, the operating income in the first quarter was 82.5 billion yuan, a year-on-year increase of 42.22%; The net profit was 6.47 billion yuan, a year-on-year increase of 34.45%.
Midea Group's 2020 annual report also shows that the company's overseas income last year was 1, 2108 million yuan, up 3.68% year-on-year, and the gross profit margin was the same as that of the previous year. Judging from the proportion of overseas income in the company's total income, the proportion of overseas income of the United States has increased to 42.6% in 2020.
Midea Group said in its annual report that the company continued to promote breakthroughs in overseas channels last year, adding more than 65,438+07,000 overseas independent brand sales outlets, and there are currently more than 60,000 active overseas cooperation customers. Last year, Midea also increased the layout of overseas e-commerce business. In overseas manufacturing bases, the production capacity of home appliances was also expanded in Thailand, Egypt, Brazil and other countries last year.
The relevant person in charge of Midea Group said in an interview with the National Business Daily that the disordered rhythm of overseas industrial chains led to great changes in market demand last year, which flowed to China for manufacturing. "Midea's home appliance export business experienced a brief decline in February last year, and then maintained a high growth, especially in North America, ASEAN, the Middle East and Oceania markets."
"In 20021year, Midea will continue to expand its own brand business on a global scale, focusing on terminal channel breakthrough, digital marketing, brand building exposure, user growth and e-commerce breakthrough. Next, in terms of global layout, Midea will focus on strategic breakthroughs in core markets and promote the realization of the strategy of "regional supply for the region and regional supply for the world". " The person in charge revealed.
It is understood that in 20021year, Midea will also promote the global R&D layout, focus on building the Japanese R&D center, and allocate talents in the field of industrial automation; Rebuilding Italy's R&D center and cultivating regional development ability; Improve the construction of American R&D center and German R&D center, and increase the research on sensors and frequency conversion technology.
National business daily