2023年上半年，美的集团的营收规模也创下了历史同期新高。细看各项业务表现不难看出，这是美的To C和To B业务齐齐增长所拉动。此外，美的的创新型业务也在快速成长。B端三大业务中，工业技术事业群上半年实现收入136亿元，同比增长了12%；楼宇科技事业部收入148亿元，增长了21%；机器人与自动化事业部的收入152亿元，同比增长24%。
2022年初，美的集团对外强调，要坚定点燃“第二引擎”，开创新的局面。去年，美的B端业务规模已达900亿元。2023年，B端业务继续大放异彩，以确定性的高增长，打开了美的集团另一条增长通道的“大门”。数字化转型网www.szhzxw.cn
一、汽车部件业务增长超3倍
财报显示，2023年上半年，美的三大B端业务均实现双位数增长。在今年全球经济环境下，这样的增长表现充分体现了企业韧劲，也让美的集团的业绩在同行中脱颖而出。
工业技术事业群旗下威灵汽车部件上半年增速亮眼。报告期内，美的的车规级热管理、电驱动系统、底盘执行系统三大产品线陆续量产，产品总销售达到15万台，同比增长超3倍。市场拓展方面，美的的汽车部件新增了11个客户定点合作项目，预计潜在订单产值超35亿元。压缩机产品已覆盖多家主流车企的全系车型，同时获得首个热管理集成模组（大集成）的客户定点合作项目，订单产值预计超3亿元。
智慧交通增量部件方面，去年美的收购武汉天腾动力进军两轮出行领域，今年，两轮电助力自行车核心部件开拓了多家欧洲行业头部客户，并签约国内战略客户。绿色能源业务上，科陆电子上半年海外订单获得同比大幅增长。
工业技术事业群旗下还包括消费电器上游核心部件业务，该业务继续保持领先地位。产业在线的数据显示，上半年美芝家用空调压缩机全球市场占比提至46%，继续稳居全球榜首。换句话说，几乎每卖出两台压缩机，就有一台是来自美芝。冰箱压缩机全球市场占比接近18%，位居行业第二。此外，威灵家用空调电机与洗衣机电机全球销量份额分别为42%和21%，依旧保持行业领先优势。
楼宇科技事业部业务覆盖暖通、电梯、能源、楼宇控制等。报告期内，美控KONG品牌逐步发展成为楼宇自控核心品牌。中央空调领域，据产业在线统计，美的中央空调国内市场占有率继续保持领先，出口规模也位列行业首位。数字化转型网www.szhzxw.cn
二、蓬勃向上的库卡
机器人与自动化事业部主要运营KUKA、swisslog（瑞士格）及swisslog healthcare（瑞士格医疗）等业务。这是美的较早布局和培育的B端业务，也是上半年收入规模最大、增速最快的板块。
财报显示，2023年上半年，库卡中国市场生产发货量表现突出，创下历史新高，同时运营效率逐步改善，盈利能力稳步提升。市场拓展方面，库卡中国持续深化与头部新能源客户合作，同时加大了对消费电子行业的覆盖力度。一般工业领域，库卡推出了专门面向中小客户的机器人产品，以更高的性价比，降维打击竞争对手，提升库卡机器人的市场渗透率；物流自动化领域，库卡在化工、白酒等行业也实现市场突破；据测算，未来两年内，库卡将为西门子医疗的血管造影系统提供300台机器人。私有化后的库卡，经历内部调整，已重新回到增长轨道，焕发着生机。
值得注意的是，库卡也积极协助美的集团提升智能制造水平，截至2023年6月，美的机器人使用密度已达到550台/万人，并将在未来进一步加大投入以提升智能制造能力。
三、C端产品结构持续改善
美的集团董事长兼总裁方洪波曾这样形容美的To B与To C业务的关系：我们将坚持To B与To C并重突破，通过To C领域产品力和核心技术的提升，稳定和提升盈利能力，为To B业务转型提供战略支撑。
从2023年上半年财报看，美的To C业务不负所望。美的暖通空调、消费电器的收入规模均实现同比增长，国内市场收入同比增长11.09%，海外市场收入也同比增长了3.47%。
美的C端产品矩阵中，“COLMO+东芝”双高端品牌上半年的整体零售额实现同比增长22%，延续高增长态势，这意味着，美的的产品结构在持续改善。上半年，美的集团的综合毛利率同比提升了2.32个百分点，暖通空调、消费电器的毛利率的同比增幅均超2%。华凌品牌2023上半年整体收入接近60亿元，“618”期间华凌品牌整体销售额接近24亿元。数字化转型网www.szhzxw.cn
今年上半年，美的电商销售占比达到48%以上（含电商下沉）。“618”期间，美的系全网总销售额连续11年行业第一，同比增长超过50%，抖音电商交易总额（GMV）首次突破10亿元，位列家电行业首位。
奥维云网监测数据称，上半年，在家用空调、台式泛微波、台式烤箱、电暖器、电磁炉、电热水壶、电风扇7个品类中，美的系产品在国内线上与线下市场份额均位列行业首位。
上半年，美的持续加大对产品技术的研发投入，研发费用66.12亿元，同比增长12.72%。C端产品力方面美的正全面贯彻“数智驱动”“用户直达”战略，以“人感科技、人因智能、人居设计”三大DNA重新定义全屋智能家电，将触角延伸至全屋智能系统、全屋空气解决方案等，挖掘全屋空间的新增量。
日前，《财富》世界500强榜单发布，美的集团位居第278位；《福布斯》2023年“全球上市公司2000强”排行榜，美的集团位列全球第199位。 数字化转型网www.szhzxw.cn
翻译：
In the first half of 2023, the revenue scale of the United States Group also hit a record high in the same period. Looking at the performance of various businesses, it is not difficult To see that this is driven by the growth of Midea’s To C and To B businesses. In addition, Midea’s innovative business is growing rapidly. Among the three major businesses at the B end. The industrial technology business group achieved revenue of 13.6 billion yuan in the first half of the year, an increase of 12%. Building Technology Division revenue of 14.8 billion yuan, an increase of 21%; Revenue of the Robotics and Automation division was 15.2 billion yuan, up 24% year-on-year.
At the beginning of 2022, the United States Group stressed that it should firmly ignite the “second engine” and create a new situation. Last year, Midea’s B-side business scale has reached 90 billion yuan. In 2023, the B-end business continues to shine, opening the “door” of another growth channel for Midea Group with a high growth rate of certainty.
The auto parts business more than tripled
According to the financial report, in the first half of 2023. The three major B-end businesses of the United States achieved double-digit growth. In this year’s global economic environment, such growth performance fully reflects the resilience of the company. And also makes the performance of Midea Group stand out among its peers.数字化转型网www.szhzxw.cn
Industrial technology business group of Welling auto parts growth in the first half of the year. During the reporting period, Midea’s three major product lines of vehicle gauge thermal management, electric drive system. And chassis execution system were successively mass-produced. And total product sales reached 150,000 units, an increase of more than 3 times year-on-year. In terms of market expansion.
Midea’s auto parts added 11 customer fixed-point cooperation projects. And the potential order value is expected to exceed 3.5 billion yuan. Compressor products have covered the full range of models of many mainstream car companies, while obtaining the first thermal management integrated module (large integration) customer fixed-point cooperation project, the order output value is expected to exceed 300 million yuan.数字化转型网w
In terms of intelligent transportation incremental components.
Last year, the United States acquired Wuhan Tianteng Power to enter the field of two-wheeled travel. And this year, the core components of two-wheeled electric power bicycles have opened up a number of European industry head customers. And signed domestic strategic customers. In the green energy business, Kelu Electronics overseas orders in the first half of the year increased significantly.
The Industrial Technology business Group also includes the consumer Appliances upstream core components business, which continues to maintain its leading position. Industry online data show that in the first half of the year, the global market share of Meizhi home air conditioning compressors increased to 46%, continuing to rank first in the world. In other words, almost one out of every two compressors sold is from Meizhi.数字化转型网www.szhzxw.cn
Refrigerator compressors accounted for nearly 18% of the global market, ranking second in the industry. In addition, the global sales share of Welling household air conditioning motor and washing machine motor was 42% and 21%, respectively, still maintaining the industry leading advantage.
Building Technology business covers HVAC, elevator, energy, building control, etc. During the reporting period, the Hong KONG brand gradually developed into a core brand of building automation. In the field of central air conditioning, according to industry online statistics, the United States central air conditioning domestic market share continues to lead, and the export scale also ranks first in the industry.
The booming Kuka
The Robotics and Automation Division operates the KUKA, swisslog and swisslog healthcare businesses. This is the earlier layout and cultivation of the B-end business of the United States, and it is also the largest and fastest growing sector in the first half of the year.
According to the financial report, in the first half of 2023, Kuka’s Chinese market production and shipment performance was outstanding, hitting a record high, while operating efficiency gradually improved and profitability steadily improved. In terms of market expansion, Kuka China continues to deepen cooperation with leading new energy customers, while increasing its coverage of the consumer electronics industry. In the field of general industry.
Kuka has launched robot products specifically for small and medium-sized customers, to combat competitors with higher cost performance, reduce dimension, and improve the market penetration of Kuka robots; In the field of logistics automation, Kuka also achieved market breakthroughs in chemical and liquor industries; Kuka is expected to supply 300 robots for Siemens Healthcare’s angiography system in the next two years. After privatization, Kuka underwent internal adjustment and has returned to the growth track and is full of vitality.数字化转型网www.szhzxw.cn
It is worth noting that Kuka also actively assists the United States Group to improve the level of intelligent manufacturing, as of June 2023, the United States robot use density has reached 550 units/million people, and will further increase investment in the future to enhance intelligent manufacturing capacity.
C-end product structure continues to improve
Fang Hongbo, chairman and president of Midea Group, once described the relationship between Midea’s To B and To C businesses in this way: We will adhere To both To B and To C breakthroughs, stabilize and improve profitability through the improvement of product strength and core technology in the field of To C, and provide strategic support for the transformation of To B business.
From the financial report of the first half of 2023, the United States To C business has lived up to expectations. The revenue scale of HVAC and consumer appliances achieved year-on-year growth, domestic market revenue increased by 11.09%, and overseas market revenue also increased by 3.47%.
In the C-end product matrix of the United States, the overall retail sales of the “COLMO+ Toshiba” dual high-end brand in the first half of the year increased by 22% year-on-year, continuing the high growth trend, which means that the product structure of the United States continues to improve.
In the first half of the year, Midea Group’s comprehensive gross margin increased by 2.32 percentage points year-on-year. And the gross margin of HVAC and consumer appliances increased by more than 2% year-on-year. The overall revenue of Hualing brand in the first half of 2023 was close to 6 billion yuan, and the overall sales of Hualing brand during the “618” period was close to 2.4 billion yuan.
In the first half of this year, the United States e-commerce sales accounted for more than 48% (including e-commerce sinking).
During the “618” period, the total sales of the whole network of the United States ranked first in the industry for 11 consecutive years, an increase of more than 50%, and the total transaction volume of Tiktok e-commerce (GMV) exceeded 1 billion yuan for the first time, ranking first in the home appliance industry.数字化转型网www.szhzxw.cn
Aowei cloud network monitoring data said that in the first half of the year, in the home air conditioning, desktop pan microwave, desktop oven, electric heater, induction cooker, electric kettle, electric fan 7 categories, the United States products in the domestic online and offline market share ranked first in the industry.
In the first half of the year, the United States continued to increase investment in product technology research and development, research and development expenses of 6.612 billion yuan, an increase of 12.72%. In terms of C-end product power.
Midea is fully implementing the strategy of “digital intelligence drive” and “user direct access”, redefining the whole house smart appliances with the three DNA of “human sense technology, human intelligence. And human habitat design”, extending its tentacles to the whole house intelligent system and the whole house air solution, etc., and mining the new increment of the whole house space.
Recently, the Fortune Global 500 list was released, and Midea Group ranked 278th. “Forbes 2023 “The world’s Top 2000 listed companies” list, Midea Group ranked 199th in the world.
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