267亿！美的集团抛高分红方案，赵磊年薪再次高于方洪波

Core Viewpoint - Midea Group achieved record performance in 2024 with revenue exceeding 400 billion yuan, driven by core business focus and strategic initiatives in direct-to-consumer, overseas branding, and B2B operations [2][10] Financial Performance - Midea Group reported a revenue of 407.1 billion yuan in 2024, a year-on-year increase of 9.43% - The net profit attributable to shareholders was 38.5 billion yuan, up 14.28% - Operating cash flow reached 60.5 billion yuan, growing by 4.51% - The weighted average return on equity was 21.29%, a decrease of 0.94 percentage points [2] Business Segments - The smart home segment generated 269.5 billion yuan in revenue, growing by 9.41% - B2B solutions revenue was 104.5 billion yuan, increasing by 6.87% - Within B2B, revenue from new energy and industrial technology reached 33.61 billion yuan, up 20.58% [3] - Midea's air conditioning business remains a key revenue driver, accounting for half of its home appliance sales [3] Regional and Sales Performance - Domestic revenue was 238.12 billion yuan, growing by 7.68%, while overseas revenue reached 169 billion yuan, increasing by 12% - Online sales grew by 11% to 85.6 billion yuan, while offline sales increased by 9% to 321.5 billion yuan [3] Dividend and Share Buyback - Midea Group announced a dividend of 35 yuan per 10 shares, totaling 26.7 billion yuan, an increase from the previous year's 30 yuan per 10 shares and 20.78 billion yuan [4] - The company plans to repurchase A-shares worth between 5 billion and 10 billion yuan within a year [4] Executive Compensation - Midea's Vice President Zhao Lei had a salary of 15 million yuan, surpassing Chairman Fang Hongbo's 13.78 million yuan, with the salary gap narrowing from 1.94 million yuan to 1.22 million yuan [9] - Six executives earned over 10 million yuan in 2024 [9] Market Outlook - The domestic home appliance retail market is expected to see only a slight increase due to demand being pulled forward, while exports face uncertainties [10] - Midea plans to focus on DTC transformation, prioritize overseas OBM, and enhance B2B business to drive growth [10]