wen | lieyunwang wangfei

ji2021nian2yuekuaishouhou，gangguzuidaipolaile。

9yue17ri，meidejituan（xiacheng：meide）zhengshidengluxiangganglianjiaosuozhuban，chengweijihaierzhijiahoudierge“a+h”shangshidebaidianjutou。yanxuanpanshouzhangchao5%deshitou，meideshangshishourigaokai8%bao59.2gangyuan，shizhiyue4431.08yigangyuan。jiezhi9yue13rishoupan，meideagubao63.51yuan/gu，zongshizhi4441yiyuan。

来源：百度股市通

benciipo，meidefaxingjiadingzai54.8gangyuan，quanqiufashou4.92yiguhgubingewaipeifa7382wanguhgu，zongmuziezengzhi310.1yigangyuan。qijishitouzizheyekanchenghaohua，baokuo：guodiaojijin、zhongyuanhaiyun（xianggang）、golden link（biyadiquanzichiyou）、metazone link（hk）limited（tclshiyekonggugufenyouxiangongsidequanzizigongsi）、idgzibendeng。

jubuwanquantongji，jinnianshangbannian，40jiagongsizaiganggushichanghejiipo132yigangyuan，jinyueweimeidecicimuziede41.92%。erjiangshijianfanweilazhang，meidezuizhongmuzieyejinciyukuaishoude483yigangyuan，lvegaoyu2021nian5yuejingdongwuliude283yigangyuan，chengwei43geyuelaidedierdaipo。

ziliaoxianshi，1968nian，meidechuangshirenhexiangjiandailing23weishundebeijiaojumin，chouji5000yuankaishichuangye，chuchuangqizhuyaoshengchanboliping、suliaoping、wujinzhipin、guachechachefa、xiangjiaopeijiandeng。zhidao1980nian，kaishizhizaofengshandehexiangjian，fangcaijinrujiadianxingye。yinianhou，bansui“meide”shangbiaozhuce，zhengshibiaozhizhemeidepinpaidansheng。cihou，meideyibubuchengzhangweijiayuhuxiaodebaidianjutoubingyu2013nian9yuechenggongdenglushenjiaosuo。

zhaogushuxianshi，ipoqian，meideyoumeidekongguchiyouyue30.9%，houzheyouhexiangjianchiyou94.5%，ciwai，hexiangjianzhijiechiyoumeideyue0.5%gufen，xigongsizuizhongkongzhiren。yinchaoepeiguquanhuoxishuxingshi，ipohou，meidekongguchigubilijiangzhi28.7%，hexiangjianzhijiechigubilijiangzhi0.4%。

genjufuruositeshaliwen，an2023nianshourujixiaoliangji，meideshiquanqiuzuidadejiadianqiye，anxiaoliangjishichangfenewei7.9%；an2023nianxiaoliangji，meidezaijiayongkongdiao、xiyiji、bingxiang、chudianjiqitajiadianlingyujunjishenquanqiuqiansanming，shichangfenefenbiewei23.7%、14.2%、10.5%、6.0%；tongqi，anlingshoueji，meidezaizheisigelingyuyiweiliequanqiuqiansan，shichangfenefenbiewei21.1%、12.5%、7.7%、4.6%，qizhong，meidezaijiayongkongdiaohechudianjiqitajiadianlingyuweijudiyi；an2023nianshouruji，meideshizhongguoneidizuida（shichangfene14.3%）、quanqiuqianwu（shichangfene6.6%）deshangyongkongdiaogongyingshang。

zhaogushuxianshi，2021-2023nianjijinnianqiansigeyue（xiacheng：baogaoqi），meidedeshourufenbieyuewei3433.61yi、3457.09yi、3737.10yi、1457.80yiyuan；niandu/qineilirunfenbieyuewei290.31yi、298.12yi、337.47yi、136.46yiyuan；jinglirunlvzefenbiewei8.5%、8.6%、9.0%、9.4%。

来源：美的招股书

baogaoqinei，meideyanfatourufenbieyuewei120.15yi、126.67yi、145.86yi、49.61yiyuan；jinnianshangbanniandeyanfatouruwei76.6yiyuan，tongbizengzhang15.91%。guoqu5nian，gaigongsiyanfatourujiejin600yiyuan，chengchixuzengzhangqushi。

jiezhijinnian4yuedi，meidexianjinjixianjindengjiawuyuewei642.52yiyuan。

lingjumeide8yue19rifabude2024nianbannianbaoxianshi，gongsijiyijiduyingshou1065yiyuanchuangjituandanjixingaohou，youzaierjidushouhuo1116yiyuan，shoucishixianlianxuliangjidutupoqianyi，shangbannianyingyezongshouruyuewei2172.74yiyuan，tongbizengzhang10.30%；guimujinglirun208.04yiyuan，tongbizengzhang14.11%。

xuyaozhuyideshi，buganyuzhizuo“baidianjutou”demeide，jinnianlaibuduan“qiuxinqiubian”，yu2017nianshougoudeguojiqirenzhizaoshangkukajituan，jinrujiqirenyuzidonghuashichang；2020nian，gongsishougoubentuzaihuodiantishengchanshanglingwang，fengfuzhinengjianzhukejichanpinpinlei；cihou，meidefenbieshougouxinnengyuangongsihekanghekeludianzi，jinjunchunengjiejuefanganyewu。

rujindemeide，yifazhanchengweiyijiazhinengjiajuheshangyejigongyejiejuefangangongyingshang，zhuyaotongguozhinengjiajuyewu，weixiaofeizhetigonggeleijiayongdianqi；tongguoshangyejigongyejiejuefangan，weiqiyekehutigonggezhongjiejuefangan，rujiadianyasuojijidianji、shangyongkongdiao、gongyejiqirenjigongyinglianfuwu。

来源：美的招股书

genjufuruositeshaliwen，an2023nianshouruji，meideqixiakukajituanshiquanqiusidagongyejiqirenqiyezhiyi，2023nianzhongzaijiqirenxiaoliangheshourupaimingdier，shichangfenefenbiewei18.6%、17.9%。

zuixincaibaoxianshi，2024nianshangbannian，meidejituanzhinengjiajuyingshou1476yiyuan，tongbizengzhang11%。meideshangyejigongyejiejuefanganshourutongbizengzhang6%，qizhong，xinnengyuanjigongyejishuyingshou171yiyuan，tongbizengzhang26%；zhinengjianzhukejiyingshou157yiyuan，tongbizengzhang6%；jiqirenyuzidonghuayingshou139yiyuan，tongbixiajiang9%。

zhideyitideshi，haiwaishouruyichengweimeideqiangjingdezengzhangdongliyuan。

zhaogushuxianshi，meideyewuyibianji200duogeguojiajidiqu，zaiquanqiusheyou33geyanfazhongxin、43gezhuyaoshengchanjidi，bingzaiquanqiuyongyouchaoguo19wanmingyuangong。qizhong，gaigongsizaihaiwaisheyou17geyanfazhongxinhe22gezhuyaoshengchanjidi，bianbu16geguojia，haiwaiyuangongchaoguo35000ren。

caibaoxianshi，jinnianshangbannian，meidelaizihaiwaideshourutongbizengzhang13.1%zhi910.8yiyuan；haiwaishouruzhanbidadao41.92%，tongbizengzhangyue1gebaifendian。

meidezaizhaogushuzhongbiaoshi，xunqiuzaixiangganglianjiaosuoshangshi，weigongsideyewufazhanjikuozhangtigonggengduozijin，zaixuyaoshiweigongsitigongewaiderongzipingtai，bingjinyibujiaqianggongsizaiyeneideqiyexingxiangjishichangdiwei，binggenghaodixiyinhaiwaitouzizheherencai。

duiyucicigangguipomuziyongtu，meideyezhongdianqiangdiaoquanqiuyanfajiquanqiubujudeng：muzijingede35%jiangyongyuwanshanquanqiufenxiaoqudaohexiaoshouwangluo，yijitigaoziyoupinpaidehaiwaixiaoshou；muzijingede20%jiangyongyuquanqiuyanfatouru。

ciqian，meidecengdingxiamubiao，xiwangdao2027nian，haiwaixiaoshoushourudadao350-400yimeiyuanzhijian。xianxiakanlai，juliqimubiaorengyouyidingjuli。