面對不確定性，美的人選擇樂觀。我們一路披荊斬棘，但毅然前行，身處泥濘，卻從容不迫。2023年，通過貫徹“穩(wěn)定盈利，驅(qū)動增長”的經(jīng)營原則，美的進(jìn)一步優(yōu)化“1+3+N”的產(chǎn)業(yè)布局和公司治理機(jī)制，前三季度營收、利潤再創(chuàng)歷史新高。以平凡的行動，創(chuàng)造出不凡的業(yè)績。
新能源及工業(yè)技術(shù)聚合綠色能源與工業(yè)核心部件領(lǐng)域，提供綠色、高效、智慧的產(chǎn)品和解決方案，自主研發(fā)的電動乘用車用CO₂轉(zhuǎn)子式壓縮機(jī)、高性能諧波減速機(jī)、空調(diào)壓縮機(jī)等多款產(chǎn)品達(dá)到國際領(lǐng)先；
智能建筑科技發(fā)布“GREEN FOR ONE”雙碳戰(zhàn)略，推出“數(shù)綠融合”工業(yè)智慧樓宇解決方案，MDV新生系列、鯤禹模塊化磁懸浮離心機(jī)等多款自主研發(fā)新品，還在德國推出首批碳中和空氣源熱泵機(jī)組；
機(jī)器人與自動化推動機(jī)器人供應(yīng)鏈產(chǎn)效升級，本土化研產(chǎn)能力增強(qiáng)，繼續(xù)深耕DTC模式，貼近用戶需求，發(fā)布多款工業(yè)機(jī)器人、協(xié)作機(jī)器人及物流機(jī)器人，持續(xù)踐行可持續(xù)發(fā)展理念；
創(chuàng)新型業(yè)務(wù)繼續(xù)順勢而為，安得智聯(lián)優(yōu)化低碳供應(yīng)鏈解決方案，以供應(yīng)鏈創(chuàng)新支持客戶新增長；美云智數(shù)發(fā)布美擎數(shù)字化轉(zhuǎn)型、燈塔|數(shù)字工廠、智慧供應(yīng)鏈、數(shù)字園區(qū)、產(chǎn)業(yè)集群五大場景解決方案，助力更多企業(yè)數(shù)字化轉(zhuǎn)型；美智光電聚焦照明及智能前裝領(lǐng)域，率先在行業(yè)推出HOMLUX智能照明系統(tǒng)；美的醫(yī)療五大業(yè)務(wù)單位不斷探索突破，首創(chuàng)的無液氦超導(dǎo)磁共振突破液氦的限制，挽救8000公里外的生命，全幅DR、LBR Med機(jī)器人等多款領(lǐng)先產(chǎn)品獲行業(yè)贊譽(yù)，還升級了智慧醫(yī)院解決方案LIFE2.0。
沒有時(shí)間的朋友，只有趨勢的朋友。我們要保持樂觀，繼續(xù)自我否定，繼續(xù)破舊立新，繼續(xù)保持治理機(jī)制的先進(jìn)性，這樣就敢于出發(fā)，到中流擊水。
具體來講，美的要做好“業(yè)務(wù)模式升級、結(jié)構(gòu)升級、產(chǎn)業(yè)升級”，要堅(jiān)定推動。
堅(jiān)定結(jié)構(gòu)升級，清晰“大結(jié)構(gòu)、小結(jié)構(gòu)、新結(jié)構(gòu)”的升級路徑，核心是做好產(chǎn)品、做好差異化，加大研發(fā)投入，優(yōu)化“三個(gè)一代”模式，以用戶需求為中心，把升級落到實(shí)處，提升產(chǎn)品附加值，實(shí)現(xiàn)高質(zhì)量發(fā)展。
堅(jiān)定產(chǎn)業(yè)升級，ToC和ToB業(yè)務(wù)均衡發(fā)展，多元產(chǎn)業(yè)形成周期互補(bǔ)，進(jìn)一步加大ToB產(chǎn)業(yè)投入，堅(jiān)定ToB轉(zhuǎn)型，把握市場機(jī)遇，鼓勵變革創(chuàng)新，強(qiáng)化激勵機(jī)制和人才建設(shè)。
大道至簡，堅(jiān)持常識。偉大的企業(yè)之所以偉大，就在于把常識做到了極致，美的有清晰的戰(zhàn)略路徑，我們有常識和勇氣，朝著偉大企業(yè)的愿景不斷邁進(jìn)。
從分工理論，到福特的生產(chǎn)方式、泰勒的科學(xué)管理體系，到豐田TPS系統(tǒng)、丹納赫DBS系統(tǒng)，再到當(dāng)下特斯拉的成功，無一不體現(xiàn)效率理念的重要性。
效率是工業(yè)革命以來所有企業(yè)永恒的主題，也是美的最大的優(yōu)勢和盈利最根本的法寶。美的沒有第二條路可走，必須在效率提升上下苦工，進(jìn)一步挖掘和強(qiáng)化效率優(yōu)勢，同時(shí)用全價(jià)值鏈的整體優(yōu)化升級替代局部最優(yōu)的陷阱，實(shí)現(xiàn)全價(jià)值鏈的運(yùn)營提效。
實(shí)際上，創(chuàng)始人在不同創(chuàng)業(yè)階段將企業(yè)家精神的內(nèi)涵詮釋得淋漓盡致。創(chuàng)業(yè)初期，他艱難尋找出路，經(jīng)歷多次創(chuàng)業(yè)絕境，又力挽狂瀾；創(chuàng)業(yè)中期，敢為天下先，不斷自我否定、變革創(chuàng)新，帶領(lǐng)美的成為中國第一家改組上市的鄉(xiāng)鎮(zhèn)企業(yè)；2012年，在企業(yè)傳承問題上，他用前瞻性的遠(yuǎn)見，讓美的率先走上現(xiàn)代化企業(yè)治理之路……
55年來，美的生生不息的根本在于企業(yè)家精神的代代傳承，而美的的企業(yè)家精神就是有自主性，有主人翁精神，敢于正視自己的問題，不斷進(jìn)行自我懷疑、自我否定、自我驅(qū)動，敢于破舊立新，從而實(shí)現(xiàn)自我突破。
美的想要基業(yè)長青，成就更偉大的明天，核心就是企業(yè)家精神，要在美的內(nèi)部尋找有企業(yè)家精神的人，找到敢于去擊水潮頭的水手，找到勇敢奔赴世界所有碼頭的水手，到中流擊水，永不停歇，永遠(yuǎn)向前。
讓我們每一個(gè)人，都找到為自己而盛開的力量。
Midea has embarked on a new journey after celebrating its 55th anniversary.On January 16,Mr.Paul Fang,Chairman&CEO of Midea Group,delivered a speech titled Braving the Waves,We Forge Ahead.He expressed gratitude to Midea's 190,000 employees worldwide for their diligence and dedication,who have together achieved the best business results in the history of Midea.
As the company is in a new development cycle featuring severe challenges and risks arising from geopolitics,technological innovation,and dramatic shifts in the way of running a business,Mr.Paul Fang encourages all Mideans to embrace trends,challenge the unknown with common sense knowledge and courage,brave the waves to forge ahead.With an entrepreneurial spirit,destroy the old,establish the new and build up the strength to flourish.
In 2023,a wide array of global challenges continued,such as sluggish economic growth,technology race and trade barriers.Amidst the violent winds and waves of accelerating corporate succession and rewriting of the rules,we have witnessed the sudden decline of once glorious corporations and rapid falls of new-money.This a long cycle of farewells.
Mideans have chosen to be optimistic in the face of uncertainty.With determination and calmness,we have been pushing our way through the thick mud of all the difficulties.In 2023,under the business principle of"Stabilize Profitability&Drive Growth",Midea further improved its"1+3+N"industry paradigm and corporate governance mechanism,with revenue and profit in the first three quarters hitting a record high.We have made extraordinary achievements by taking ordinary actions.
Our Smart Home Business Group remains committed to technological innovation,efficiency-driven approach,and business model transformation.They achieved continuous growth in COLMO and TOSHIBA;they promoted common technology projects such as next-gen refrigeration,next-gen odor-removing,and smart home;they actively practiced the green strategy;and now they are leading the global industry trends.
Our Midea New Energy and Industrial Technology integrated green energy and key industrial components to provide green,efficient and intelligent products and solutions.Our self-developed CO₂rotary compressor for electric passenger vehicles,high-performance harmonic reducer,AC compressor,and other products have reached the world-leading level.
Our Midea Building Technologies released the"GREEN FOR ONE"carbon peak and neutrality strategy,rolled out a smart building solution that integrates digital and green elements as well as multiple self-developed products including MDV New Gen Series and KWING modular magnetic levitation centrifuge,and debuted carbon-neutral air source heat pumps in Germany.
Our Robotics&Automation advanced upgrades in production and efficiency across the robot supply chain,enhanced local R&D and production capabilities,continued to work on the D2C model,kept abreast of customer needs,and launched a variety of industrial,collaborative and logistics robots as they upheld the sustainable development philosophy.
Our Innovation Businesses maintain growth momentum.Annto Logistics Technology optimized their low-carbon supply chain solutions to empower customers'new growth through supply chain innovation.Midea Cloud released five scenario-specific solutions including M·IoT,lighthouse/digital factory,smart supply chain,digital park,and industrial clusters to support more companies'digital transformation.Midea Intelligent Lighting&Controls,with a focus on lighting and smart factory-installed solutions,became the first in the industry to launch the intelligent lighting system HOMLUX.Midea Healthcare's five business units continued exploring and making breakthroughs.They are pioneering liquid helium-free superconducting magnetic resonance,which has broken the limitations of liquid helium,and can save lives up to 8,000 kilometers away.Their full-frame DR and LBR Med robots and other leading products were highly praised across the industry,and their smart hospital solution LIFE2.0 has also been significantly upgraded.
There are no friends of times,only friends of trends.We should stay optimistic,constantly challenge ourselves,continue to revolutionize,and keep our governance mechanism advanced so that we will be able to brave the waves ahead.
In the new economic cycle of uncertainty,Midea should deal with future ambiguity with strategic certainty.To be certain is to ascend beyond time and space,and to summarize common sense knowledge and methods.For example,cost-efficiency and technological advantages,structural and industrial upgrades,customer first,employee care,etc.are all common sense knowledge and methods encapsulated in the global business landscape over the past 300 years.
To be specific,we should stay committed to:"Business Model Upgrades,Structural Upgrades,and Industrial upgrades".
We will stay committed to our business model upgrades.We will change our mindset,draw upon other great companies'transformation experience,and carry out DTC transformation in the domestic market to truly realize Direct to Retail and Direct to Customer.In overseas markets,we remain steadfast in implementing the"OBM Priority"strategy,increasing resource investment,strengthening localization throughout the value chain including R&D,manufacturing,marketing,and services,improving infrastructure,and enhancing capacity building,thus building a"second stronghold".
We will stay committed to our structural upgrades.We will clarify the upgrading pathways for the big,small,and new product mixes.Our key task in this regard is to improve products and differentiation by continuously ramping up R&D investment and optimizing the"Three Generations"model.Only by doing so can we truly meet our customers'needs and achieve improved iterations,adding value to products and realizing high-quality development.
We will stay committed to our industrial upgrades.By grasping market opportunities,encouraging change and innovation,and strengthening incentive mechanisms and talent development,we will balance ToC and ToB business development,build a complementary cycle among diverse industries,increase investment in ToB business,and steadfastly implement ToB transformation.
Great truths are always simple.We should adhere to common sense.The greatness of a company lies in taking common sense to the utmost level.With a clear strategic pathway and supported by common sense knowledge and courage,we are heading toward our vision of becoming a greater company.
In 2024,Midea will focus on enhancing value chain-wide efficiency alongside structural growth through upgrades.
The principles of efficient management have been essentially demonstrated by many cases,from the division of labor to Ford's production model,from Taylor's Principles of Scientific Management to the Toyota Production System(TPS),and from the Danaher Business System(DBS)to Tesla's immense success.
Efficiency has been a relentless pursuit of businesses since the Industrial Revolution,and it is also Midea's biggest advantage and the most important foundation of profitability.Midea has no other way out of competition but to work on efficiency improvement.By further unlocking the potential for increasing efficiency with value chain-wide optimizations instead of partial fine-tuning,we will be able to boost operational efficiency across the value chain.
The improvement of operational efficiency across the value chain should be based on the enhancement of digital capabilities.We should strive to identify opportunities for the betterment of every business process and detail.Digitalization is an inevitable trend,and it is vital for achieving DTC transformation.Midea has invested in for over a decade and will continue to invest in digitalization.We should remain steadfast in our Digitalization 3.0 strategy to build a seamless digital world of Midea systems across the value chain.
On May 21,2023,the He Science Foundation,initiated by Mr.He Xiangjian,the founder of Midea Group,was launched at the Guangdong-Hong Kong-Macao Greater Bay Area Science Forum.With Mr.He's personal contribution of RMB 3 billion,the foundation aims to promote original and cutting-edge fundamental research and commercialization of research results,as a contributor to scientific and technological development and social progress.
The founder has completely demonstrated his entrepreneurial spirit throughout the development stages of Midea.In the early days of Midea,Mr.He struggled to find a way out of a desperate situation and successfully made a turnaround.As Midea grew,he pioneered reform and innovation,turning the company into China's first listed township enterprise.In 2012,he adopted a forward-looking approach to choosing the second generation of leaders for Midea,introducing a modern corporate governance model into the company...
Over the past 55 years,consistent entrepreneurial spirit has been the cornerstone of Midea's continuing vitality for generations.For Midea,entrepreneurial spirit means autonomy and a sense of ownership,as well as the courage to face problems head-on,challenge ourselves,destroy the old and establish the new to make breakthroughs.
To achieve lasting growth and a greater future,the key lies in nourishing an entrepreneurial spirit,so we should identify such talent across Midea.We will find the sailors who dare to ride the tides and who are bravely bound for all ports in the world to forge ahead.
We will continue to enhance corporate governance,innovate our management systems and mechanisms,create a sound environment for entrepreneurship and innovation,stimulate organizational vitality,and empower them with the courage,vision and common sense,to build up the strength for Midea to prosper.
Let each and every one of us build up the strength to flourish on our own.
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