美的集团2024年度报告

（於中華人民共和國註冊成立的股份有限公司） 261012157791121156165166173174175178180182 ToCToBiBUILDING ++ 5 4003844192002223 2024850027795002024ESG2024202420002052024202462023Brand Finance2024500202410023640BrandZGoogle2024BrandZ50GY Brand202410020246(WEPs)2024371395G3362024A3A2 20249 2025328 33191918 www.midea.com.cn +86 757 2260 7708+86 757 2663 7438 20253282025328 H 183171712-1716 000333.SZ0300.HK 6 20244,091ToB1,04538560520245002779500ESG2024HA+H 1004,000ToCToB • 2025 OBMOBMOBM DTCDTC ToBToB 20241305%202420247,12215.4%20243C9,0716.4%202420242024202472024(12kg) 20242025202420252025 20242,0712.2%2024202461.8%4%1.5P3P91.6%86.5%21.5%20.9%83.1%62.4%20242024126.5%6.1%7.1%5.1% 20241,0047.6%16225.7%202433%8,000-12,00010kg12kg12kg9-1212kg 20241,4347.6%V30.2%58.4%440%20%443%26% 202436214.9%20415.7%2024++36.9%48.6%20244,00070%202468% 13.5%39.3%202417.2%10.0%202413217.2%1632%45%50%80%202424017.2%1200G10%27%10%20245325.3%8.8%60L16L202425%24.7% 2024609 202442324.4%193.641.1%140.915.4%5611.0%AIAIAIAI (IFR)20242024IFR2023428.210%202354.12%508%27.6351%2023AMR30%20.5 IFR20231621,0002023470 IFR202420242025-20274%202760 (GGII)20252024SCARA202455.614.2%202430.24.5%GGII202532.57% 202442%10%70%202320020241,44784%ToB70%2024149.28%203,00020244,000 2024202222%2018(IoT)20202024 58%+AI 202420244,0919.5%38514.3% OBM +OBM 2024DIYPortaSplitA++3DiFTheVergeCEEAdvanced Tier-15100%230/115VT32024IFA-30602.0 14-18kw-35150V-264V-2060ProAI MA512A13kg15kg7-13kgJapandiT37 LUXECARECOLMOT1AIT1T1AI3.0154.0MAX AI COLMO990AI100AI12AI-DooriF45cm400+4mm24UV60iTouch2024IDEA2024(IFA) UX8FDA85%5M11SUltraCOLMOAVANTReco 105%0.2ms5A 100%99%RO97%31MS153-1.2T36047%20%96% YG28YG3032m³min57 4D80%CVC COLMOTURING 2.0100%TUV99%43,80014455,000Pa120°99% 2.0320iFCOLMO BLANC 2.0RFAIAIC15 Eureka J15 Max UltraObstaCross4cmX1199%8550 21.5%53% 2.0 TP3 (Technologies)(People)(Projects)(Processes)TP3 20241682202413067447035020232023 202320242024202320232023202420242024AIUHSoCOBM202412636iF47IDEA29Gmark14900 3+1+202423014 10616942,100(IEEE)20241.15,0002024159130614 DTC DTC33SKUO2O5 OMOBC 202450%1161812COLMO 2024 20242,500 +(AIGC)AIGCSmart Home AgentCOLMO+APPAPP6,000IoT120246,000 (NPS)3655GAI 2024+ 20242024210440140% • (KA) 3,800 202450%(Amazon Prime Day)(Black Friday)(Cyber Monday)60292024302025233550%AIAIGCAI OBM202420232024202420%2022Amazon Connect Amazon16AIGC3.0iService2024iService18202430%2024(NPI)IT 2024220249%15% DTC2.013% 99%OMO(GMV)252.6122.320245,000(NPS)30%APP(PV)32020244 3.0iBOS30%4,0003,500Midea Club1220254iEcom85%75%(VOC) 1598%AI250OBMSKU36%13%AIGCAI(FMEA)25%25%ESG50%IPDP42%20%10% AIGC58%30%75%KD4(WEF)ESG27% 37%ToB50%AIGC4001,200APP5,000602024 ToBToBSaleSmart46%72%ToBAI40%75%ToB Data+AIToBAIGC1+5AI AIGCToC/ToBAIOBMDTC2403.0AI(VOC)ToBAIGCToBToBToB (GNC)30%(AIGC) 40AIGC20%80%8% AgentAgentConferenceonNeural Information Processing Systems(NeurIPS)Association for the Advancement of ArtificialIntelligence(AAAI)Conference on Computer Vision and Pattern Recognition(CVPR)Asia-Pacific Signaland Information Processing Association Annual Summit and Conference(APSIPA)AI 2024COLMO+45%COLMOAICOLMO20249IFATURING 2.0TURING 2.0AI12.3AITURING 2.0AISmart homeAgentAIAITURING 2.0AIAITURING 2.0AMOLEDCOLMO BLANCRFiFIDEACOLMO AVANT1+1ABiFCOLMO11.8UVCOLMOKOLCOLMOAVANTCOLMOTURING 2.0 COLMO116COLMO1V12601718COLMO270940COLMO2024COLMO20%10% 202455130%60%600%A50proIFA3005001,000 2024 AIGC618B11AIAI(UGC)2024427UV8005A1++ 2024AWE20242024R290HPE20242024 202320232023BLDC202320241510 20241,4002,900111 202416%50%20249(GMCC)1020%30%20%202411IPM14MCU 2024EPPackageAqua-C2.5 EP Package(BNEF)2024Tier1Tier1PCSAqua CDEKRAMTBFMeanTime Between Failure2024EESAAqua E 2024TÜVTÜVTÜVCSAEPC2024CPC2024PVBL20242024AIPL-dISO13849UL9540AVDE-AR-N4105/E2510HC1000W60MW2024HC200053%60%FPGA+DSP 20243001002024460(IPM)(IC)900V SCARA2024SW-HMGHP-4020242024812 76202439%12%202415% 20251(WEF)AI2024320244Arbonia202412 2024MDVMDV8 ProAPF6.3AI50%Chiller DoctorR290EVI26-70kW885-10KONG DDSKONG Smart ControlKONG SmartControlLINVOLLINVOLWINONE202414(HPE)(MCE)202489(CMEF)2024(CHCC)(SNEC)N2024 20242024HPEM-MASTERN2024 202418,500LINVOLMDV8DH3EER5.5100kWh8006 202320232023MDV-Link202320242024 5.513075%ComVac ASIA 2024100%20%203004000kWPLC5G2024GB/T19412MARSIntertekiBUILDINGSOC2TypeIISOC3 2024KR SCARA60kgCEKRCYBERTECH-3 HWKR 12 R1450-3 HWKR 35 R1840-3 HW KR FORTEC3,700(TCO)2024(LogiMAT)SLAMAMRKMP3000P3,000kg360°53DMegaStore 1,500Kg3.5m/s1.36m/s401.5m/s40-60% AIAIAIAI2024(KUKADigital)3Dmosaixx(SaaS) 2024700KR QUANTEC23dm-drogerie marktNowaste LogisticsVectura56,000SynQ WMSLaRéserve des Saveurs(Supply Chain Magazine)2024SynQ WMS/WCSAutoStore 202427SCARAMIR20248.2%202450% 3C20242024TransGuardKMP 3000P2024CIIF SoC2024640 + 1+3 1+3+++DTC2024VMIE-SOSE-MOME-EOS++loT85%98% 98%BwebToCToC20244,0004DTC 202420232024201320241,3402019 20020244,09150020232024920242024202415%2023MIR20248.2% 20222024430202416010%20242.350%20241(IFI Claims)20232502023