Gree is punished for white home appliances a bit difficult
Last weekend, Gree electrical appliances were sent to US $ 91 million in the United States. The news originated was an announcement of "Gree Electric Co., Ltd. accused of unable to report dangerous dehumidifiers" and agreed with $ 91 million solutions. .
On October 31, Gree Electric issued a "Description of Gree Electric Approved cases in the United States", saying that the case will not affect the company’s normal operation and this year’s performance. Even so, the performance of Gree Electric is still unreasonable, and the third quarter revenue and profit have fallen.
In addition, two large white home appliance giants, the United States, and Haiero home the same performance in the third quarter, and the growth rate slowed down. Although the traditional peak season arrives, the days of white home appliances are sad.
According to the third quarter of the 20021, the report was announced in the third quarter of the year. The company realized the revenue billion yuan in the third quarter, downloaded by the year, attributed to the net profit of the shareholders of listed companies, a year-on-year decline, the first three quarters, Gree Electric Realization of revenue billions, increased year-on-year, attributed to the net profit of shareholders of listed companies, year-on-year growth%.
The Haiero family did not escape such a destiny. Data show that the three-quarter single quarter achieves income billion yuan, net profit billion yuan, returned to the net profit of 100 million yuan, the net profit of the returnee, the net profit of 100 million yuan, with a decrease of%,%,%, and increasing% in the same period of 2020.
In this regard, Haier Zhage explained that the decline in performance was because the company peeled off the Caros business in the third quarter of 2020, as well as the company completed H shares in December 2020, introduced the listing of Haier Electric, and realized 100% of Haier Electric Holdings, such as eliminating the contribution of Caros business on the same revenue and profit, and assume that the same period is 100% holding Haier Electric, according to the same diameter, the company’s income, the return of the return, the return of the return, the same period, the same period of 2020, %. However, compared with the first half of this year, the Gairi family’s growth is still slow.
In the first half of the year, its revenue and returned net profit increased% and% respectively. The United States has continued to grow in the first half of the year.
According to the financial report, the company achieved billion yuan in the third quarter, the year-on-year increase, the net profit of return is 100 million yuan, the year-on-year increase%; the first three quarters of this year, the revenue is 100 million, the year-on-year growth%, the return of the return is 100 million Yuan, a year-on-year growth. However, compared with the first half of the year, the United States’s performance growth rate also slowed down. In the first half of the year, its revenue and return profit increased by the same period from last year,% and% respectively. Overall, the performance of the three white electric manufacturers in the third quarter could not talk about excellence. In contrast, in terms of revenue, the United States is still "boss", and Gree electrical appliances have been behind Haiero home, but in terms of profit, the profit margin of Gree Electric is still the highest, the margin home’s profit margin is still Patency.
Demand decline, said that 上海龙凤网工作室 the annual three-quarter is the peak season of Baodio sales, summer heat leads to high demand for air conditioning, as well as "6.18" shopping festival and other nodes, why is the company’s financial report? The observed person of the home appliance industry believes that this year is very special for the white electric market in the third quarter. On the one hand, it is air conditioning, refrigerator and 上海高端水磨品茶 other primary products, the peak season is not prosperous, dragging down the amount of enterprises and increases the increase in enterprises; on the other hand is the raw material price Continuous, multi-wheel rising, causing the cost of business costs. The peak season is not prosperous, especially in air conditioning sales. According to ENG, the data of Oviyun.com, because the weather is not hot and the epidemic, the domestic air-conditioning retail is more frustrated in the third quarter of 2021, and the quantity of online retail and offline decreased by 10%, and this year 1-9 Month, the air conditioning industry offline and the online retail volume declined 9% and 5% respectively. The Beijing Business Daily reported an interview with dealers from Henan. She said: "As far as our mall, the white electricity is not too good in the third quarter, and the last year has declined, mainly due to epidemic, market saturation high.
However, the price is more significant than the original. "The factors that cause price improvement are the continuous rise in the raw materials mentioned above, and the Haiero family also pointed out that the company has faced the development of the industry, the cost of raw materials continued to rise, and the overseas epidemic situation is repeated.
For Gree Electric, the performance decline is the reason for its own adjustment in addition to market factors.
The relevant person in charge of Gree Electric Tell Beijing Business News reporter: "Although it is a peak season, we are doing channel reforms this year, dealers pick up the goods, the shipments are not so big, so the data is not so good.
"It is reported that the Gree Electric has accelerated channel change since 2021, opened the" new retail "marketing model of double-line integration. Gree electrical appliances have highly dependent on traditional distributors channels, and have a huge dealer system, sales in the third quarter will focus Pump, but after the start of the epidemic, Gree Electric started to do channel reform. The dealer’s delivery is basically sold. How much is sold, this year is a new model, so the gap is more obvious.
In addition, it is undeniable that Huawei, Xiaomi and other manufacturers have implemented the IOT strategy in these years, which is also squeezed and seized the market space of traditional home appliance companies.
Diversified layout in fact, the home appliance industry has started a few years ago, so in the past few years, the manufacturers have continuously developed the new business in order to maintain performance growth. "At present, the entire home appliance industry is in the channel of a round of transformation and upgrading, and seeking a breakthrough in the amount of quality, so it has also brought the stage of operating performance fluctuations.
"Xu Sheng said. On the transformation road, the three directions are different.
In the financial report, Haiero home said that the company is accelerating the smart family strategic transformation, focusing on high-end brands, scene brands, ecological brand building;, in addition to continuing to increase marketing in small appliances, the United States will continue to increase the marketing efforts of small appliances. And smart medical and other industries; Gree Electric’s recent announcement shows that the company has become an Yinlong New Energy Shareholder, Yinlong New Energy has completed the change of shareholders, and the company has been implemented. "Simply, Haier is the landing of ecological and scenarios to speed up the home appliance and customization plan, seeking upgrading from the single product to system program capabilities; the United States is in the internal synergistic integration of multi-categories, and the external intelligent home appliance plan floor stage In the future, it will face the scene as a breakthrough, accelerate the collaborative integration of all the categories; Gree electrical appliances are also in the diversified expansion and layout stage, orderly from the home appliance business, it is necessary to further promote other categories outside the air conditioner. Be strong. "Xu Yi strong summarizes.
In his opinion, no matter which track is selected, the current three companies are in a single product from the single product to the program, from the stage of product manufacturing to lifestyle, there is a slow, strong and weak, the final transformation is still Depending on the implementation of the accommodation in the next three or five years. Beijing Business Daily reporter Shi Feiyue.