海信家电2023中期报告

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56 8 1483101-3105 183M (852) 2593 5622(86-757) 2836 2866 (852) 2802 8085(86-757) 2836 1055 hxjdzqb@hisense.com http://hxjd.hisense.cn 8A9 (1) 20231.4% 2.2%10% 1.0% (2) (AVC)202329.49%36.01%7.57% PM2.5TVOC (AVC)20235.2%7.0% 20%3.1% (AVC)20234.9%1.2% (AVC)20233.8% 20234,24311%95454%22.5%1,3249.8%44753%33.8% IHS20234,2539.26%98250%R744R290 (IoT)Statista20221,17620272,229202214.2%202728.8% 20237 1213 20237.2%32.5%1% 429.4412.10%14.98141.45%12.63195.10%38.12429.43% 211.6011.68%115.8711.12%45.113.30%244.6618.45%142.3733.15% 1 (1) 20%12.5%25.5% IF3AiAPP 57% ECO-B 1 (2) 66.7%16.6%30.79.0 2022C3002023AWE36.29%13.8 130% 2 (1) 15.09%17.46%1.560.43 50360CM5032TOP20 WILL6056002023Pro·506TOP2 2 (2) 34.5% 3.099.99%3.0L520232023672% (3) 202342% 3 106%HVAC800V 4 42%R32106% 202321%4 7.7%135.6%57.9% 128.2% 5 19%10% 25% NPS3.93,50099.8% 6 APPAPP66%131%310%25+ 7 10% AFR14.3% 8 202314.3%24.6%429% 9 (1)(2)(3)(4)(5)(6) ✓ 12 ✓ 65 ✓✓✓ 2021 2 10% 123 20 9AIUV >99.99%WILL20%COMBIA85168AI CO2R290ITMSITMS1000V800V ECHHVAC HisenseRonshen KELON HITACHI YORKgorenjeASKO SANDEN2016201820202022 119.8815,899.7710,214.1074.106.7026.1114.26660.0456.94 20236303,8122022630720 20236 304,56420226307,7983,43020226306,8223,88920226303,076 20236304052022630478 1 20236 30 2023630 202363073.38%202263070.98% 20236 3052,1328,94812,41046896629,340682,24049,82420236304,31820224,025 20236 3020221231 2023630 2023630124,056,144.76117,338,765.49 202363020,520 1HH12,445.208.97% 2A ✓✓✓ 2023630571XV23336 LSP 93.33%100%AH 2023630336 20236 30XV352 20233 20A2023116202331611,699,9890.86%20.1216.66211,401,111.66 202362920221231105.172023710105.1713147.17 2023630 13.51(2)13.51B(1) 202322820232023629202220231132023682023213202368www.hkexnews.hkhttp://hxjd.hisense.cn 2022A2022A 202322820232023A2023H2022A,20232022A A29,618,00025,422,0002023228A 596511iii17.03D1%iii12A0.1% 20232282023523 (4)112257.109 11,700,000A 597 889,989 A iii17.03D1%iii12A0.1% 25,422,000908,613,230A0.028 √ 1 - - - - - - -- 20231 12023 630 19841992121996723459,589,808H1998110,000,000A1999713 2001102002334.06%200420.64%200246.92%0.71%5.79% 200410 145.79%26.43% 200612 1326.43% 2007129A200732223.63%2007620 2008200925.22% 20098312010323[2010]329[2010]330362,048,187A100%51%49%55%78.70% 20231 12023 630 2010A2010610362,048,1872010630992,006,563.001,354,054,750.00 2013618A612,221,909 20145 234,440,810 20156 194,229,810 20181010 20235 232022A25,422,000 20236301,388,147,3701,388,147,370.0037.23% ;; 8 8 20231 12023 630 1 (1) (2) 12 1. 2. 111231 3. 12 4. 20231 12023 630 5. 6. 20231 12023 630 6. 7. 8. 3 20231 12023 630 9. (1) (2) 10. (1) 1) 20231 12023 630 10. (1) 1) 2) 20231 12023 630 10. (1) 2) (2) 1) 20231 12023 630 10. 2) (3) (4) (1)(2) 20231 12023 630 10. (5) (1)(2) 11. 20231 12023 630 12. 13. (1)(2) 14. 12 20231 12023 630 15. 16. (1) (2) 11.12. 20231 12023 630 17. (1) (2) (3) 20231 12023 630 18. 20%50%20% 20231 12023 630 18. 22[2017]7 20231 12023 630 18. 22[2017]7 19. 20231 12023 630 20. 12345 21. 22. 3 20231 12023 630 23. (1) (2) (3) (4) 24. 20231 12023 630 24. 20-70510103-10 25. (1)(2)(3)(4) 20231 12023 630 25. (5) 26. 27. 28. 20231 12023 630 29. 30. (1) 1) 20231 12023 630 30. (1) 2) (2) (3) 31. (1)(2)(3) 20231 12023 630 31. 32. 33. 20231 12023 630 33. (1)(2)(3) (1)(2)(3)(4)(5) 20231 12023 630 34. (1)(2) (1)(2)(3)(4) 20231 12023 630 35. 36. (1)(2)(3) 20231 12023 630 37. (1) (2) 1) 23.30. 2) 20231 12023 630 37. (2) 3) 12 (3) (1) 75%90% 1) 20231 12023 630 37. 1) 20231 12023 630 37. 20231 12023 630 38.(1)(2) 20231 12023 630 1. 15.00%15.00%15.00%15.00%15.00%15.00%15.00%15.00%15.00%20.00%15.00%15.00%15.00%Kelon International Incorporation (KII)8.25