海爾智家(600690.SH)前三季度淨利潤升26.16%至77.73億元
格隆匯10月30日丨海爾智家(600690.SH)發佈2019年前三季度報告，實現營業收入1488.96億元，同比增長7.72%；歸屬於上市公司股東的淨利潤77.73億元，同比增長26.16%；歸屬於上市公司股東的扣除非經常性損益的淨利潤58.34億元，同比增長5.65%；基本每股收益1.221元。經營活動產生的現金流量淨額90.07億元，同比下降17.39%。
因2019年三季度公司不再合併物流業務，單季度收入增長4.6%，剔除物流出表因素，同口徑7-9月收入增幅為9.1%，1-9月收入增幅為9.5%；處置物流股權貢獻歸母淨利潤14.4億元。
根據中怡康統計，①線下市場：2019年1-9月海爾冰箱、洗衣機、空調、熱水器、廚電零售額份額分別提升1.4、2.7、0.7、1.9、0.8個百分點。其中，冰箱、洗衣機保持行業第一併持續擴大領先優勢，分別是第二名品牌的3.3、2.1倍。②線上市場，海爾冰箱、洗衣機、空調、熱水器、廚電零售額份額分別提升1.9、1.3、0.1、1.5、1.1個百分點。
1-9月卡薩帝品牌收入增長25%，其中7-9月增長42%；卡薩帝冰箱、洗衣機在萬元以上市場份額絕對引領，分別為40.6%、76.8%。
海外市場收入增幅25%，佔比47%；海外收入近100%為自有品牌收入。各區域市場收入全面增長，北美、歐洲、南亞、東南亞、日本、澳新、中東非分別增幅11.6%、224.5%、14.1%、22.4%、9.7%、3.2%、9.2%。今年並表意大利Candy，經過前三季度與Candy 在物流、財務、售後、人力等平台整合，推進採購、研發協同等措施，第三季度業績大幅改善，經營成果逐步體現。
海爾衣聯網、食聯網、空氣網等生態圈覆蓋服裝、家紡、洗染、食品等行業、合作資源方1200多家。報告期內食聯網、衣聯網、空氣網生態收入分別增長40%、46%、79%，達到7.3億元、16.2億元、9.4億元；智慧家庭生態收入增長55%，達到33.7億元；生態收益率15%，提升3個百分點。
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