業績創新高!家電龍頭去年暴賺2859億,擬10億-20億元回購股份
昨日晚間,家電巨頭海爾智家發佈了2024年財報,公司收入、淨利潤創出歷史新高。
出海成績顯著
2024年,海爾智家實現營業收入達2859.81億元,同比增長4.29%;歸母淨利潤達到187.41億元,同比增長12.92%;扣非淨利潤達178.05億元,同比增長12.5%;毛利率達到27.8%,同比上升0.3個百分點。
其中,第四季度實現營收830.1億元,同比增長9.88%;淨利潤爲35.87億元,同比增長3.96%;扣非淨利潤爲31.2億元,同比增長0.52%。

在中國市場,海爾智家積極把握以舊換新政策機會、發揮高端產品與品牌優勢,四季度國內收入增長超過兩位數、其中卡薩帝收入增長超30%。
海外方面,海爾智家在各個區域持續拓展份額,表現優於行業,尤其是東南亞、南亞、中東非等新興市場通過聚焦高端提升結構、推進零售模式轉型,實現快速增長。
分產品來看,電冰箱全年實現收入832.41億元,同比增長1.96%。洗衣機實現收入630.28億元,同比增長2.87%。
空調實現收入490.56億元,同比增長7.44%。廚電實現收入411.11億元,同比下降1.15%。水家電實現收入157.51億元,同比增長4.93%。
分地區來看,國內市場實現收入1416.81億元,同比增長3.12%;海外市場實現收入1429.02億元,同比增長5.32%。海外收入繼續超過國內市場,且增速更高。

分紅比例超50%
近年來,海爾智家的業績始終保持穩健增長。
2020年-2023年,海爾智家分別實現淨利潤88.83億元、130.79億元、147.12億元、165.97億元,同比增長8.25%、47.23%、12.49%、12.81%。

業績增長的同時,海爾智家的分紅也非常大手筆,積極回報股東。
2024年,海爾智家擬每10股派發現金紅利9.65元,派發分紅金額爲89.97億元,佔2024年度歸母淨利潤的比例爲48.01%。
2024年度,海爾智家以4.7億元回購A股,以0.27億元港幣回購H股,若將此計入現金分紅,則本年度公司現金分紅佔歸母淨利潤比例超50.62%。
此外,海爾智家擬以10億元-20億元回購股份,用於員工持股計劃,回購價格不超過40元/股。
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