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Midea Group Co., Ltd (000333.SZ/00300.HK): The "trio" hidden in Q1 performance continues to demonstrate the path of lasting value.
As competition in the domestic home appliance Industry becomes increasingly intense, and the warm breeze of Consumer recovery has not completely dispelled the chill in the market, the Industry has quietly entered a deep value war with technology as the spear and efficiency as the shield. Under the backdrop of a waning traditional growth model, companies can only break through barriers with technology to reconstruct their moats, open new battlefields through Global布局, and activate the growth flywheel through ecological reconstruction to navigate the fog of the cycle. The recent Earnings Reports of Midea Group Co., Ltd for the first quarter of 2025 appears like a declaration of "breaking through against the trend" — amidst overall industry pressure, its revenue and profit growth not only demonstrates resilience but also boasts a high dividend of "real Silver."
[Brokerage Focus] CITIC SEC stated that the overall impact of tariffs on home appliance companies is manageable.
Jinwu Financial News | CITIC SEC stated that the increase in tariffs by the USA has led home appliance companies to actively respond by expanding production capacity overseas. Recently, the USA has imposed additional tariffs on China, attracting attention from the Capital Markets. The bank believes that major home appliance companies have taken corresponding measures to respond: in the short term, exporting companies have stockpiled products overseas in advance to reduce the impact on performance; from a medium- to long-term perspective, major companies have actively expanded production capacities in Southeast Asia and Mexico to mitigate tariff impacts. It should be noted that Emerging Markets such as the Middle East and Latin America are also beginning to grow, which helps to mitigate the impact of fluctuations in US Orders on domestic companies. The bank pointed out that the USA's continuous increase in tariffs is affecting home appliance companies.
Midea Group: Report for the first quarter of 2025
Gelonghui announcement highlights (Hong Kong stocks) | Midea Group Co., Ltd (00300.HK) reported a net income of 12.42 billion yuan in the first quarter, a year-on-year increase of 38.02%.
【Today's Focus】Midea Group Co., Ltd (00300.HK) reported a net income of 12.42 billion yuan in the first quarter, a year-on-year increase of 38.02%. Midea Group Co., Ltd (00300.HK) announced that in the first quarter of 2025, the company's revenue was 127.84 billion yuan, a year-on-year increase of 20.49%; net income attributable to shareholders of the listed company was 12.42 billion yuan, a year-on-year increase of 38.02%; net income attributable to shareholders of the listed company, excluding non-recurring gains and losses, was 12.75 billion yuan, a year-on-year increase of 38.03%; basic EPS was 1.64 yuan/share.【Significant Events】CHI ASIA VALLEY (00
Express News | Midea Group Says It Plans to Issue Commercial Papers, Medium-Term Notes Worth up to 20 Bln Yuan in Total
Midea's Q1 revenue increased by 20.5% year-on-year, net income surged by 38%, new business is experiencing explosive growth | Earnings Reports insights.
Midea's new Business performance is impressive: In the first quarter, New energy Fund and industrial technology revenue reached 11.1 billion yuan, a year-on-year increase of 45%; Asia Vets revenue was 9.9 billion yuan, a year-on-year increase of 20%; Siasun Robot&Automation revenue was 7.3 billion yuan, a year-on-year increase of 9%. Midea also announced plans to spin off Ande Intelligent Connectivity for listing on the Main Board of the Hong Kong Stock Exchange.
WaveSurfer : Did you buy back?
HappyGotLucky OP WaveSurfer : Not yet... knowing that tariffs are coming and knowing that CCP will fight back this time, I will wait for the market to cost in first. Luckily, I closed all my HS Tech before 4/2. However, I still kept NIO, and even added some last night. NIO is my only red in my portfolio but I don't know why I like it so much... NIO might be a black
in this war. $NIO Inc (NIO.US)$$NIO-SW (09866.HK)$
WaveSurfer HappyGotLucky OP :

... I don't have a strong
to buy NIO. Good luck to you!