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海爾智家(06690.HK)擬設立合資 從事家電用轉子壓縮機業務

格隆匯1月19日丨海爾智家(06690.HK)公吿,公司全資附屬公司青島海爾空調器有限總公司("海爾空調")擬與上海海立(集團)股份有限公司("海立股份")在河南省鄭州市共同投資新設鄭州海立電器有限公司(暫定名,"合資公司"),從事家電用轉子壓縮機業務。

合資公司註冊資本人民幣2億元,海爾空調和海立股份分別出資人民幣9800萬元和人民幣1.02億元,分別持股49%、51%。

空調產業不僅是公司的核心產業,且具有巨大潛力,公司將在未來數年對其進行優先投入。公司空調產品融合了物聯網、人工智能等新興技術,致力於為用户提供更舒適健康、更節能環保的空氣解決方案,是公司智慧家庭解決方案的重要組成部分。公司數十年深耕國內市場、海外創牌全球化實踐,具備全球化品牌、渠道運營以及海外本地生產的優勢,在此優勢基礎上,藉助中國完善、高效的空調產業供應鏈,公司空調產業不斷拓展全球市場,包括有穩定需求的歐美地區以及快速崛起的南亞及東南亞地區。

近年來公司積極佈局暖通專業銷售渠道;推進產品創新、精簡SKU數量,打造暢銷單品,提升單品銷售貢獻。根據中怡康數據,2022年前三季度空調份額快速提升,公司家用空調國內線下零售份額同比提升2.9個百分點。目前公司空調產業的收入和盈利能力與行業領先水平仍有一定差距,其中供應鏈一體化程度相對較低是重要原因之一。

因此,公司將持續提升零部件自制比例,提高供應鏈一體化程度,以提升空調業務競爭力。

壓縮機是影響空調成本的重要零部件之一。公司致力於建立與空調業務深度融合且可控的壓縮機供應能力,降低成本,帶動空調產業收入及盈利能力的增長。基於以上戰略考量,公司與海立股份達成深度合作。本次雙方將共同組建一家主要面向海爾需求、從事空調轉子壓縮機的合資公司,且開展多方面深度合作。

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