Cross-border | 'second runway' | Chinese household electrical appliance enterprises to actively develop B2B business

At Chicago's Lutheran General Hospital, an instrumentation operator is preparing for a cardiac catheterization operation, and beside him is an intraoperative three-dimensional CT scan navigation device from Philips, a provider of nursing-care appliances And the well-known brand of black electric products. With this device, those who require heart bypass and other interventions do not have to endure the pain of "unblocked." Doctors can send auxiliary equipment along the artery or vein to the heart through minimally invasive techniques , Complete the operation.

Coincidentally, many international large-scale enterprises including Siemens, Mitsubishi Heavy Industries, GE, etc. have a B2B background layout in diversified fields such as home appliances, medical treatment, heavy industry, etc. In comparison, the exploration of Chinese home appliance enterprises in these areas is still relatively weak, However, in recent years, as the strength of Chinese home appliance enterprises has been enhanced, the desire of enterprises to cross the border and seek new profit growth points has also been enhanced. Cross-border areas such as medical service, heavy industry, logistics, cold chain, new energy and real estate are in the ascendant.

Appliance industry into the 'new normal'

Wei Wei, general manager of the White Electric Division, concluded that China's home appliance industry has basically entered a mature stage, 'from the industrial structure, the air conditioning is currently in middle-aged stage, ice-washing in the middle-aged stage; more dynamic kitchen appliances And living appliances and other industries in the growth and import period. '

According to the survey data of the National Bureau of Statistics in 2015, there are 155 air conditioners per 100 households in urban China, 94 refrigerators, 92 washing machines, 39 rural air conditioners, 83 refrigerators and 79 washing machines. Corresponding to a refrigerator, a washing machine, and a set of housing can correspond to two sets or three sets of air conditioning, air conditioning potential is still relatively large, while the basic washing industry into the stock market, the main demand from the replacement, the big brands to further squeeze small brands Living space; compared to the white-wave industry flat-panel microrings, kitchen appliances upwards, the trend of black-down is also more obvious, thanks to the upgrading of consumption and residential housing structure, the growth rate of China's kitchen electrical industry significantly 2017 Which is expected to reach the scale of 100 billion yuan. As the first and most widely popularized product among Chinese families, Black Power has entered a period of weak profits in recent years.

From a macro perspective, China's home appliance industry has basically reached a mature stage, the brand concentration is more concentrated, the overall profit margin is more transparent, and the industry is entering a 'new normal' in terms of supply adjustment and structural upgrading. Under the guidance of the new transformation, in face of the new normal era, the Chinese household electrical appliance enterprises have taken precautions and started the road of spontaneous and spontaneous change.

Collectively open B2B 'second runway'

Hand holding a huge capital, technology, talent and other resources, household electrical appliance enterprises have opened up their own 'second runway.'

Taking Midea Electric Co., Ltd., which put forward the concept of 'second runway', for example, the acquisition of KUKA, the high-tech holding company and cooperation Yaskawa and Mideast acquired the world's leading resources in industrial and medical robot manufacturing, factory automation solutions and intelligent logistics solutions . Currently, KUKA robotic automated production lines are mainly used in the field of automotive manufacturing and aviation manufacturing, and the person in charge of the United States said on various occasions that it is developing solutions for home automation automated production line, the future the United States will invest about 5 billion yuan on the group now Home appliance production line automation upgrade.At the same time, they also hope that the mature solutions available to domestic and foreign counterparts and other areas need to be intelligent manufacturing upgrades.

KUKA lightweight robot ikwa

In addition, the United States set up the Central Research Institute in China, focusing on the robotics, home health products technology, mechanics, thermal, materials science and other technical reserves, providing enterprises focus force and direction within 3-5 years.In September this year, the United States Announced the signing of a strategic cooperation agreement with GPHK, both of which will collaborate in such fields as medical robots, medical device development, application of health data, construction of smart supply chain, medical investment and smart manufacturing, and will implement cross-border cooperation in products, services and Model innovation.

If beauty is focused on heavy industry and robots, Hisense will set its own wisdom on the second runway from its own technological advantages in black electricity. In recent years, the weak profit of black power has always been hanging over the top of the business Hisense Medical was officially established in 2014, announcing the group's entry into the medical device field, and Hisense Medical is currently undergoing four major product lines including digital operating room, medical display system, computer-assisted surgery system and mobile care system.

In 2016, the state's six ministries and commissions issued a circular encouraging social capital to enter the medical service industry, and favorable policies have promoted the development of the medical industry. However, in reality, the technical development of medical equipment in our country is still not well-developed Behind the western countries, taking the medical heavy ion accelerator mastered by enterprises such as Mitsubishi and Siemens as an example, it has a good curative effect on some early cancers. According to the person in charge of Mitsubishi Technology, there are currently 11 sets of this equipment being built in Japan. There are 6 sets of this equipment, but as a country with high incidence of cancer, China currently only owns a piece of equipment in Shanghai, while the above-mentioned intraoperative CT imaging equipment and so on are also scarce medical resources in China at present.In the medical technology exploration and Innovation, the Chinese enterprises promising.

Hisense computer-assisted surgery system assessment

Hisense Medical General Manager Wang Shilei said that the medical undertaking carries the hope of Hisense and is expected to achieve a scale of 10 billion in the future.He pointed out that Hisense has always wanted to become a B2B company and B2C business with a balanced development from the group level. Currently, Hisense Medical , Smart communications, smart traffic, etc. B2B industry, accounting for about 10% of the size of the group, and 10 years, they hope that the two business models can be divided equally.

With the acceleration of urbanization in China, the urbanization rate in China is approaching 60%, which brings with it an opportunity to accelerate the development in the cold chain sector. From the pre-cooling (cold storage) and cold chain transportation (refrigerated trucks and electric vacuum flasks) , Cold chain terminal storage (supermarkets, fresh produce, automatic terminal harvest) to the user's home chain of cold chain, is expected to reach 500 billion output value in the next three years, including the number of freezers including Aucma, stars, etc. Enterprises began to shift their focus from the production of freezers to the cold chain part of the whole process involved.In September 2016, Zhejiang Star appliances held a renamed ceremony, changed its name to 'Zhejiang Star Cold Chain Integration Co., Ltd.', will focus from the home refrigerator, Refrigerator production shifted to commercial super use of showcases, medical showcases, cold chain packaging, cold chain transporter manufacturing and other sectors, Star cold chain chairman Yang Wenyong said: 'As a small and medium refrigeration appliance business in the past few years, the stars experience A painful period of shrinking margins and a share squeezed out, and the opening of the cold chain market has given us a fresh and promising market - the new Cold Star Base will be officially put into operation by 2018.

Star fresh cold chain delivery car

In addition to the robots, medical equipment and cold chains mentioned above, the cross-border growth of China's household electrical appliance enterprises continued to expand. Gree's new-energy electric vehicles, TCL's Huaxing Power and Haier continued to promote the integration of military and civilian sectors. , Suning and other hardcover real estate into the field, whether it is diversified in the field, or a new attempt across the field, everything is illustrated that the transformation of China's home appliance industry is approaching the critical point, from home to business B2C to both businesses must be the only way.

2016 GoodChinaBrand | ICP: 12011751 | China Exports