Yangtze River Business Daily News ● Yangtze River Business Daily reporter Huang Cong
Precise positioning of market demand,Multi-point layout,Multi-point flowering,Hisense's home appliance performance ushered in a big rise。
On the evening of April 24th, Hisense Home Appliances (000921. According to the first quarter report of 2024 disclosed by SZ and 00921.HK), the company achieved operating income of 23.486 billion yuan, a year-on-year increase of 20.87%, and net profit of 981 million yuan, a year-on-year increase of 59.48%.
According to the monitoring data of the offline fresh air air conditioning market of Aowei cloud network,In the first quarter of 2024,Hisense home appliances fresh air air conditioning market share ranks among the top two in the industry,Hisense fresh air air conditioning bright C310The market share of fresh air cabinet machine is ranked first in the industry。
It is worth mentioning that,As of the close of trading on April 25,Since 2024,Hisense home appliances A shares and H shares have risen again75% and 77% respectively,Of which the A share price reached 35.69 yuan / share, and the H share price reached 29.75 Hong Kong dollars / share。
Not only that,As of February 29th,Hisense Home Appliances repurchased 13,615,500 shares of the company in a centralized bidding transaction,Accounting for 0.98% of the company's current total share capital,Costing 335 million yuan。
Exports of kitchen appliances increased by 202%
In 2023, the home appliance market will experience troughs, recovery, fallback, and ups and downs of rebound, but in this context, Hisense Home Appliances has handed over an excellent "report card".
Recently, Hisense Home Appliances released the 2023 annual report showing that the company achieved operating income of 85.60 billion yuan, a year-on-year increase of 15.5%, net profit of 2.84 billion yuan, a year-on-year increase of 97.7%, and net profit of 2.36 billion yuan, a year-on-year increase of 160.1%.
According to the total data of Aowei cloud network omni-channel push, in 2023, the online and offline retail sales of household air conditioners of Hisense home appliances increased by 41.4% and 14.3% year-on-year respectively, which were higher than the industry growth rate of 26 points and 10 points.
In the first quarter of 2024, in the context of the continuous recovery of the home appliance industry, the deepening of the adjustment of industrial institutions and the further increase in the prosperity of export sales, Hisense Home Appliances grasps the industry trend, accurately locates the market demand, multi-point layout, and multi-point flowering.
On the evening of April 24, the first quarter report of 2024 disclosed by Hisense Home Appliances showed that the company achieved operating income of 23.486 billion yuan, a year-on-year increase of 20.87%, a net profit of 981 million yuan, a year-on-year increase of 59.48%, and a non-net profit of 838 million yuan, a year-on-year increase of 60.89%.
In terms of air conditioning,According to the monitoring data of the offline fresh air air conditioning market of Aowei cloud network,2024In the first quarter,Hisense home appliances fresh air air conditioning market share ranks among the top two in the industry,Hisense fresh air air conditioning bright C310The fresh air cabinet market segment ranks first in the industry。
In terms of washing machines, Hisense's sales of washing machines in the first quarter increased by 70.4% year-on-year. According to Aowei data, in the 14th week of 2024, the offline market share of Hisense washing machines will hit a record high, an increase of 3.43 points year-on-year.
In terms of kitchen appliances, in the first quarter of 2024, the cumulative sales of Hisense kitchen appliances increased by 75% year-on-year, of which exports increased by 202% year-on-year.
Achieved 31% net profit target in the first quarter
In fact, in 2024, Hisense's goal for home appliances is not low.
On January 9, 2024, Hisense Home Appliances released the 2024 A-share employee stock ownership plan (draft) showing that the total number of directors (excluding independent directors) and supervisors of the company participating in the employee stock ownership plan does not exceed 279 people, including directors, supervisors and senior managers who participated in the employee stock ownership plan.
Among the executives, Dai Huizhong, chairman and executive director of Hisense Home Appliances, and Hu Jianyong, executive director and president, are all listed.
The assessment year of the employee stock ownership plan is three fiscal years from 2024 to 2026, and the assessment is conducted once in each fiscal year, and the achievement of the performance appraisal target is one of the unlocking conditions.
Specifically,Hisense home appliances are based on 2022 performance,2024Net profit target value is an increase of 122%,The trigger value is an increase of 98%;2025The net profit target value is an increase of 155%,The trigger value is an increase of 124%;2026The net profit target value is an increase of 194%,The trigger value is an increase of 155%.
In the announcement,Hisense home appliances particularly emphasized,The above-mentioned "net profit" indicator is based on the audited net profit attributable to shareholders of listed companies,And excludes the impact of share-based payment expenses arising from the implementation of the current and other equity incentive plans and employee stock ownership plans。
In 2022, Hisense Home Appliances will achieve operating income of 74.115 billion yuan, a year-on-year increase of 9.70%, and a net profit of 1.435 billion yuan, a year-on-year increase of 47.54%.
According to this calculation, the target value of Hisense Home Appliances' net profit in 2024 is 3.186 billion yuan, and the trigger value is 2.841 billion yuan.
Judging from the current situation, Hisense Home Appliances has completed the net profit target in the first quarter of 2024 by about 31%.
It is worth mentioning that the transfer price of the company's shares held by the company's special securities account for the transfer of Hisense's employee stock ownership plan is 10.78 yuan / share.
If it is implemented according to this transfer price,Hisense home appliances to participate in this employee stock ownership plan,Will make a lot of profits。
With the rapid growth of performance and the continuous consolidation of the industry's position, Hisense home appliances have won full recognition from the capital market.
In 2023, Hisense's A-shares and H-shares will rise by 58.26% and 101.75%, respectively.
As of the close of trading on April 25, since 2024, Hisense Home Appliances A shares and H shares have risen by 75% and 77% respectively, of which the A share price reached 35.69 yuan / share, and the H share price reached 29.75 Hong Kong dollars / share.
At the same time,Hisense home appliances said,The company actively responds to the new "National Nine"Requirements,Do a good job in the company's market value management,Enhance the stability、Sustainability and predictability of dividends,Actively return investors。
In 2023, Hisense Home Appliances will further increase the dividend ratio, with a total cash dividend of up to 1.391 billion yuan and a dividend payment ratio of 49%. In the past ten years, the company has paid dividends of about 3.6 billion yuan to small and medium-sized shareholders.
Not only that,Hisense home appliances also continue to repurchase shares,Demonstrate confidence in long-term development。
On the basis of repurchasing 210 million yuan in 2023, Hisense Home Appliances announced in January 2024 that it intends to continue to repurchase shares for 188 million yuan to 376 million yuan.
As of February 29th, Hisense Home Appliances repurchased 13,615,500 shares of the company in a centralized bidding transaction, accounting for 0.98% of the company's current total share capital, costing 335 million yuan.