海尔智家2023 年报

2351220526696134141143145147150296 LeaderGEAppliancesCandyFisher & PaykelAQUA160 APP +86 (532) 8893 1670+852 2169 0000 +86 (532) 8893 1689+852 2169 0880 H 1617 600690690D06690 6301231 http://smart-home.haier.com 25191908 20232,614.227.3%165.9712.8% 20232023252.6224.7%2023 20232023GEAppliancesZ 2024 40% 4% 2024 30 IoT 2023 202345.02%2023AH1620242025202650% 2023 20243 27 54201962019420226281991720141 199120178201931169202012 2320193 2015201820192021 492022628201012013419947199471999819998200132001420086 20111220152012–201420051220124CFO202020203 53202262820002007+20192020ACCAIMA 7620213540 426869119318414511275987635685 712021352014 201320201234201120152022 2012202320142019Amcor Limited20112020891 20082009ForbesCNBC2007 702019615InternationalBusiness MachinesCorporationIBM102015201520191 19756 6720206201860055120186002552020502238601238202112 9699017433619807201751992200062008520175 198011198312198391984419906 57202135(Lehigh) (IEEE fellow)Guide2Research1,000202020 562021625199019952002(EMBA)25DXnode600206.SH 2018420154.0 432021625200582020720213 542021625 402019120124 2005720081220082 5719897200282012720151220192019320214 47199719972004 46200120192001 471998202219982023201920232018 481998201519981998 4520012001 4520012015(INSEAD)EMBA2001 46199820042021ESG 38202262009201120156 20232,614.2220227.3%(1)(2)(3)(4)(5) 2023165.97202212.8% 202330.9%20220.3 202315.7%20220.1 20238.9%20220.10.1 2023252.62202250.07 2023&2023819.1020225.2% (1)Gfk202345.2%1.340.3%1.1(2)14.1% 120%20,00010,00052.8%4 8% 202315010% MonogramCaféProfileCaféA122 202312 146.4Carrier Global Corporation— Carrier Refrigeration Benelux B.V.2024 20232023416.5420226.9% (1)Gfk8.8%0.517.9%4.3%0.8(2)FPAHaier3 202310% 30%10% ROI-EFESO 20234.0201330%54% FPA 2023&2023614.9220226.2% (1)Gfk47.5%1.540.4%(2)10 2023200202320%Gfk40.4%34% Combo+IPRO59944%16%89101 461.0413.1% 2023 (1)(2) 2023—1110,00037% (1)(2)TOP10(3) (1)2023 3200(2)241 R290 2023 20232023202214%500.89.5% (1)50%30(2)MX-super2449650% 20%90 20239 T3hOn 20232023153.3620228.5% 20231202021~202320% 1910% 202328%1 (1)shopping mall(2)7%2023(3) (1)202314%2023240Shopping mall—(2)20235 2023202384%60%5003D90%1500 20231,364.1220227.6% 1. 20232023797.514.1% ProfileComboMonogramCaféProfileCaféMonogramGEProfileCombo+2023KBISIBS—2023CES CostcoLowe’s 2023 AHRDFSVRF& IoT Breakthrough 2023–2024(CEI)100CEILGBTQ+™ 2. 285.4423.9%19.1%LGACTTNIntertek NewCandyCandyChef@HomeA959979118127BoulangerDarty —Roland-Garros3.1 3. 10.74%2%H600 T500L-600L0%15.2%11FPA 4. 95.2114.9%4T3 30020%40% 5. 57.8011.6% Color AI15020% 15015 6. 36.622.6%5.1% TXIOT5.3200 24%22% 19%8% 4%16% DIO8% 2023 1 2023(AVC)202313C8,4983.6% 6,0856.5%2,1177.5% 3,8311.5%1,3337% &20231,0627.7%(1)4,0053.4%9335.8%(2)21716.4%12923.8% &&5255.1%2494.0%20231129.6% 2023 1 20235057.4%2334.0%27210.4% 20510.7% 2023Gfk202338%20222.913.8%20220.18,00042.5%20223.4 2023121%164% 20232022 2023 2 20235,301.061.5%2,870.232,430.843.3% (1)AHAM2023 (2)Gfk3.8% (3)4.6%25% (4)Gfk20%4.5%20238.2% 2023 2 (5)(6)5.1% 2024 1 20227.85.85.52024+ 2024 2 202420245,4062%2,9251.9%2,4822.1% 198430 •15LeaderGEAppliancesCandyFisher&PaykelAQUA200820231615 •APP APPAPP • • • ++ •POEPOU 200 20201520162018Fisher & Paykel2019Candy 202326%15.8%14.6%8.8% 5002023BrandZ™2023100 ESG2023ESGMSCIAESGESGESGESG 2023 202350%28%84% MonogramCaféGE ProfileComboMonogramCaféGEProfile APP 202310+N12210823 LeaderGEAppliancesCandyFisher & PaykelAQUALeaderMonogramCaféGEProfileGEHaierHotpoint 2015201620182015Fisher&Paykel2019Candy •FPACANDYHaierFisher & PaykelCANDYHOOVERH20 •10HRT-683 • • • • 20233DX11A-40%4+ • 202316 • 202310.36.71220236,15210 • 202397678IECISOIEEEOCFMatterIEC IBIEC MSB • IF60063 ESGESGESGESGESGESG6GreenESGMSCIWindESG (1) ••• (2) • • 2024 2024 TC (1)(2)(3)(4) 1 2 3OEM 4 5 6 73090 8 2023261,4222022243,5507.3%16,597202214,71212.8% 1. 1. 202312 31117,71246.5%2023136,4126,370 2023243,5507.3%261,422(1)(2)(3)(4)(5) (1) 202277,8425.2%202381,910& 202238,9536.9%202341,654 1. (2) 202240,75813.1%202346,104 (3) 202257,9096.2%202361,492& (4) 202214,1348.5%202315,336 202316,597202214,71212.8% 1. 202317,250202215,01414.9% 20232022 1. 202330.9%0.3 202315.7%20220.1 20238.9%20220.10.1 2. 2. 202312 312022123155,0491.7%2023 12 3155,995 202212 3194,75011.8%2023 12 31105,912 20233820222 20238220226 202313820227 3. 25,2621.51 3. (b)7,841101.1% 202312 311.102022 12 311.10 202312 3127,599202212 3128,90820224.5% 72%28% 202312 3128,396202212 3126,14131 20231,497202291962.9% 2023 202312 31 201812 183,007A232,9842019AA201912 1720221231A181202212 31181 20221 11HESG20221 211.0041,413,600H5H28.00H20221 1132.70H27.77 GoldenSunflowerSegantii,PAG Pegasus FundLPJanchorValliance34,856,2002,185,8002,176,4001,311,400883,800975,973,60061,202,40060,939,20036,719,20024,746,400 1,159.581,149.98(i)70%(ii)1