On November 2, Midea signed a strategic cooperation agreement with Country Garden. Both sides will establish a comprehensive strategic priority partnership to carry out multi-dimensional cooperation in the areas of industrial integration, science and technology town, smart home appliances, smart home and overseas projects.
Since the acquisition of Germany's KUKA last year, Midea is trying to transform itself into a global technology group from the home appliance group. From January to September this year, Midea Group achieved revenue of 186.95 billion yuan, up 60.6% from the same period of last year; its net profit was 14.998 billion yuan, up 17.1% Of which revenue from KUKA contributed was 19.84 billion yuan, an increase of 27% over the same period of last year, and pretax profit increased by 26% over the same period of last year.
Currently, relying on joint ventures such as KUKA and Yaskawa, and AnZhiZhiLian, Midea has extended its industrial territory to robotics and smart logistics and launched multi-line operations.
Fang Hongbo, chairman of Midea Group, revealed that in the future, Country Garden will also seek cooperation opportunities with consumer robots and intelligent robots to explore such unique projects as the combination of industry and finance such as unmanned factories and technology towns, and even plan to invest in overseas projects together.
Layout smart home
It is understood that the beauty of the cooperation with Country Garden focus in the field of smart home appliances, smart appliances, mainly set mining cooperation, retail home improvement, data platform sharing, cooperation technology and results display, product research and development of joint research and optimization. In recent years, smart home The trend is not diminished, more and more new home renovation to smart home as a big selling point.
Since the release of smart home strategy three years ago, Midea has continuously increased its investment in smart home research and development and launched a series of smart home products including smart door locks, combustible gas detectors and cameras, covering smart security, intelligent control and intelligent detection. .
November 2, 21st Century Business Herald reporter in the United States Country Garden smart home model room scene to see the whole house in addition to extensive use of a variety of smart home appliances, but also equipped with the United States developed by the whole house intelligent solutions, including visual Speaking, security alarm, electrical control and other nine systems.Users simply by installing the indoor wall on the control panel or your own mobile phone, you can achieve a variety of remote control and other intelligent functions.
In the early years, Haier also established a similar smart home scene, but in the face of so many smart functions and operations, the end is to enhance the user experience or increase the user burden, it seems that even the manufacturers themselves have not thought thoroughly. Honestly, 'Everyone in the smart home is still groping.
And for the real estate business, especially under the pressure of housing market regulation and other regulatory measures, smart home is often used by developers as a rhetoric to improve the unit price.In addition, the smart system involves a lot of data, so data security and privacy issues The moment the public to accept the wisdom of a major psychological barrier.
In response, the United States smart home marketing head Zhongpeng Xiang told reporters that privacy issues can be no need to worry about, because the cloud data can choose to open or not open, equivalent to giving a password to the bank to withdraw money. 'And the United States big data platform Only receive some of the data they need, such as user habits, electrical maintenance, after-sale and maintenance.
Country Garden Group President Mo Bin said Country Garden sales of 600,000 to 700,000 suites a year, hoping to smart home and big data to better address the pain points of households.According to its disclosure, Country Garden in the next three years to do 1 million sets of long-term rental property , And plans to provide better support with Midea Smart Home.
Transformation Technology Group
In March this year, Midea Group proposed that in the future, it will become the world's leading strategic innovation in the science and technology group of consumer electronics, HVAC, robotics and automation systems, and intelligent supply chain (logistics). Among the four new divisions, Midea In the robotics and intelligent logistics development in the two major areas of concern.
According to the latest earnings report of KUKA, the company's revenue in the first three quarters of this year was 2.597 billion euros, up 27% over the same period of last year; net profit after tax was 79 million euros, up slightly by 0.6%, of which, the revenue in the third quarter was 799 million euros, up 12.3% %, But after-tax net profit fell 60% to 19 million euros.
KUKA expects revenue of 3.3 billion euros (equivalent to about 25.4 billion yuan) for the full year of this year, up 12% year-on-year, mainly from China and North America. According to Till Reuter, chief executive officer of KUKA Group, in order to meet the rapid growth Of the Chinese market, the company will double its production capacity by March next year.
In terms of logistics, Andhra Logistics, which has been operating in a low profile, first demonstrated and disclosed its development status and future plans for the first time in August this year. Although there is still a certain gap between it and Japan's Sun Yat-sen, its ambitions are not small, and it is understood that this year 'Double 11' Andhra will be the first to undertake the logistics of all the beauty products, which is undoubtedly a big challenge.
In fact, starting from the second half of last year, raw material costs for appliances including steel, copper and aluminum surged by more than 30%, coupled with rising labor costs, resulting in a drastic reduction in the profits of home appliance businesses. In the first three quarters of this year, Operating income was 156.4 billion yuan, up 39% over the same period of last year; net profit was 15.7 billion yuan, up 23% over the same period of the previous year, but gross profit margin and net profit margin both decreased over the same period of last year.
What's more, since the property market control policies introduced by many cities nationwide this year, the turnover of many real estate properties in the country has plunged in the traditional golden season of 'Golden September and Silver-ten', and the possibility of the real estate market continuing to decline in the latter part of the market is very high In general, the impact of real estate on home appliances about half a year's lag time, so the combination with the Country Garden, but also both pro-Baotuan 'move.
It is reported that the United States and Country Garden cooperation will focus on another in the industrial city of fusion. Both sides will be on the city integration project development and operation, the introduction of industrial resources, and promote the optimal allocation of assets and cooperation, the future will be similar to the Country Garden Huizhou Tong Lake Science and Technology Town and other cities to provide integration projects supporting the production of resources, the two sides will also jointly develop new city-city integration project.
At the same time, the two sides will also discuss ways to push forward the wisdom community strategy and jointly deepen the overseas market layout under the 'One Belt, One Road' strategy through overseas cooperation in products, markets and channels.