Dong Mingzhu said Gree's 200 billion target remains unchanged | Yinlong will not shrink investment

On July 31, Gree Electric Chairman and President Dong Mingzhu said during the unveiling ceremony of the Gree Academician Workstation that Gree’s 2018 sales revenue hit the target of 200 billion yuan. After the meeting, the Gree-connected enterprise Yinlong Nanjing project was recently In the case of the closure, Dong Mingzhu responded to the First Financial Reporter that the incident will not affect the development of Yinlong.

Previously, the Yinlong Nanjing project was sued for project arrears and was once seized by the court. In response, Dong Mingzhu responded in an interview with the First Financial News reporter, 'There must be such a place that is not recognized between enterprises and enterprises. For example, the quality problem, this is normal. But in the process of discussion, during the discussion and debate, the (Jiangsu) High Court made this thing, let us not think of it, of course, it also quickly withdrew. I believe, this The matter does not affect the development of Yinlong. Yinlong will not shrink investment, I am full of confidence in the prospect of (Yinlong), because first of all its energy storage technology is there.

A new energy industry analyst who asked not to be named told the First Financial Reporter that the current new energy auto industry, because of the downstream defaults, and the upstream advance payment is also a lot, so the funds are tight. Especially the faster expansion of enterprises such as Water Ma, etc., are all shrinking adjustments. In addition, the reduction of government subsidies is another important reason for the dilemma of the new energy vehicle industry. Subsidies are reduced, it is difficult to make money by selling electric vehicles, and the investment in research and development in the early stage is large, so new energy vehicle companies are living. more difficult.

The reporter learned that Yinlong's technical route is lithium titanate battery, because the battery density is lower, it is more difficult to get government subsidies. Watmar has provided lithium phosphate batteries to Yinlong, but because of Yinlong and Watmar The arrears, so Watmar will not necessarily supply Yinlong again.

The above analysts said that the concentration of the new energy passenger car market is increasing, and the new energy bus market is shrinking, so the capacity of new energy vehicles needs to be digested. It takes some time for new energy auto companies to collect debts and collect revenues. I can breathe.

Recently, Gree's central air-conditioning three-level dealers in Hangzhou have been paying attention. Dong Mingzhu told the First Financial Reporter that this has nothing to do with Gree Electric. But she did not explain more.

On the same day, Gree Electric Appliances (000651.SZ) with 12,000 R&D personnel formally established two academician workstations. Among them, an academician of the Chinese Academy of Engineering, a professor of Tsinghua University, Jiang Yi, established a building energy saving academician workstation; and an academician of the Chinese Academy of Engineering, Professor of Shanghai Jiaotong University, Rao Fangquan Established an electrical and control academician workstation.

Talking about the research direction of the academician workstation, Rao Fangquan revealed that he will work with Gree Electric to study servo motors. His research direction is motor and control, which is closely related to servo motors. Future robots will replace some manpower, and servo motors are the key to robots. Parts. Gree goes beyond the scope of air conditioning and develops towards the robot. It is hoped that it will also lead the world in other fields than air conditioners.

Jiangyi believes that there is still much room for development in the air-conditioning industry. First, with the warming of the climate, the demand for air-conditioning continues to increase; second, the north is clean and warm, the market is bigger than the air-conditioning and refrigeration market; the third is China's energy structure adjustment, How air conditioning helps the power grid to cut peaks and fill the valley is a big issue. Climate warming, clean heating, energy revolution have great opportunities, and the research on building energy efficiency of academician workstations will seize these moments.

'More than half of the time in 2018, in 2017, we (Gree Electric) sales revenue reached 150 billion yuan, our goal of 200 billion in 2018 is unchanged', Dong Mingzhu said, will not only pursue the goal of sales growth. Talent cultivation, technology Innovation, with these two points of support, the future development space will be very large. Gree Electric Appliance is not a simple air-conditioning enterprise, it has become a diversified industrial group, and the development of supporting technology is imminent. Other academician workstations may be established in the future.

The First Financial Reporter was informed that Gree Electric recently convened the heads of the sales branches of all major regions of the country to meet at the headquarters to summarize the situation of the 2018 cold year (end of July 31), and look forward to the planning of the 2019 cold year.

In 2018, Gree Electric shocked the sales revenue target of 200 billion yuan. Eighty percent of the heavy responsibility was in the main industrial air conditioner. In the first half of the year, Gree air-conditioning business achieved steady growth. In the second half of the year, the air-conditioning business will continue to contribute to Gree's goal of 200 billion.

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