Nancai Finance All-Media Reporter Feng Yuyi reports from Zhuhai.

On the evening of January 28th, Dong Mingzhu, wearing a pink embroidered silver-gray dress, appeared at the 10,000-person conference of "Gree 2024 Global Dream Festival", nearly six years after the Gree 2018 Dream Festival.

Dong Mingzhu, Chairman and President of Gree Electric, said at the meeting that night that 2023 was the best year for Gree since its establishment 33 years ago. It is estimated that the operating income will be 205 billion-210 billion yuan, the net profit will be 27 billion-29.3 billion yuan, the company’s tax contribution will be about 17.6 billion yuan, and the annual dividend in the past five years will average over 14.073 billion yuan. She mentioned that she hoped that Gree Electric’s tax revenue to the country would exceed 20 billion yuan in 2024 and strive to double its performance in the next five years. This is also the mark that Gree Electric’s revenue has returned to 200 billion yuan since 2019.

Behind the great increase in Gree’s performance

Looking back on 2023, the global air-conditioning sales market is quite positive. According to the PSI monitoring data of AVC, in 2023, the production of household air conditioners was 163.282 million units, up 12.3% year-on-year; Sales reached 156.946 million units, a year-on-year increase of 10.4%. Among them, 90.541 million units were shipped domestically, up 12.9% year-on-year; Exports reached 66.405 million units, a year-on-year increase of 7.3%.

The relevant person in charge of Gree Electric Marketing Department said in an interview with Southern Finance and Economics all-media reporter that with the recovery of the domestic consumer market in 2023, consumers’ demand for durable consumer goods such as air conditioners was released, and the air-conditioning production capacity was greatly expanded, superimposed with the ever-high temperature weather, and the global temperature rise made many European countries and regions that did not use air conditioners start to increase their demand, thus achieving the unexpected growth of the air-conditioning market.

According to industry online data, the cumulative shipments of Gree Electric in the first 11 months of 2023 increased by 1.5% year-on-year, of which domestic sales increased by 4% year-on-year, while exports decreased by 4.8% year-on-year. The growth rate was slightly weaker than that of the industry, and the market share of domestic and foreign exports declined slightly by 2.2pct and 1.8pct.

Compared with the full expansion of the domestic market, the above-mentioned person in charge said that for overseas markets, Gree has started to implement different overseas market development models, including self-owned brand model and OEM model, in addition to constantly seeking cooperation with world-renowned enterprises and establishing cooperative partnerships to realize resource sharing and complementarity, and at the same time, it has found distributors and partners in various places to form a differentiated development strategy.

According to the annual reports of Gree in 2020, 2021 and 2022, the total operating income in the three years was 170.497 billion yuan, 189.654 billion yuan and 190.151 billion yuan respectively. The outside world has been discussing that the revenue of 200 billion yuan is the "entry ticket" of the world’s top 500 companies in the past two years. It is worth looking forward to whether Gree can break through the top 500 companies with its performance in 2023.

Dong Mingzhu had previously responded by saying that she didn’t care about falling out of the world’s top 500. She said at the party on the 28th, "I still reiterate that Gree Electric doesn’t care about the stock price because we don’t live on it."

Industry insiders predict that in 2023, with the blessing of many favorable factors such as the right time, the right place and the right people, the domestic and foreign markets of China air conditioners will perform remarkably. However, in the current situation that the domestic air-conditioning demand is narrowing, and the overseas export market is always faced with uncertainties such as geopolitics and exchange rate fluctuations, it will be difficult to replicate the higher shipment scale in 2024.

The road to transformation is full of thorns

With air conditioning as the core category, air conditioning business in Gree Electric accounts for about 70% of the total revenue in the first three quarters of 2023. In order to reverse the single development model that relies heavily on air-conditioning business, Gree has been emphasizing diversified development in recent years, trying to show the world a multi-faceted and three-dimensional enterprise structure and competitive strength.

All-media reporters of Southern Finance and Economics combed Gree Electric’s financial reports in recent years and found that the diversified layout of Gree is not comprehensive. The logic is basically to extend the industrial chain through the upstream and downstream layout of household appliances, from smart equipment and precision molds in the vertical direction of the industrial chain to refrigerators, washing machines, water heaters and drinking fountains in the horizontal direction of products, and then to new energy vehicles, mobile phones and prefabricated vegetables, and so on, stepping on the tuyere of almost every industry.

Taking intelligent equipment as an example, intelligent equipment has always been a main line of Gree’s diversified business development. Tracing back to this main line so far, Gree has made great strides.

In 2013, Dong Mingzhu personally established the Automation Office, Automation Equipment Manufacturing Department, Automation Technology Research Institute and Intelligent Equipment Technology Research Institute, which defined the development direction of "independent innovation and independent creation" and opened Gree’s entry into the field of intelligent equipment.

In 2015, Gree Intelligent Equipment Manufacturing Division independently established Gree Intelligent Equipment Co., Ltd., and proposed industrial robots and high-end CNC machine tools as the company’s two major research fields in the future. The industrial robots independently developed by Gree also made their debut. At the same time, Midea and Yaskawa Electric set up a joint venture robot company, took a stake in KUKA for the first time, and officially announced their entry into the robot industry.

At the end of 2022, Gree established Zhuhai Gree Prefabricated Vegetable Equipment Technology Development Co., Ltd., and the Guangdong Prefabricated Vegetable Equipment Industry Development Federation, which was led by Gree in the following year, was officially unveiled, and a prefabricated vegetable smart factory was built to March into prefabricated vegetable equipment in an all-round way.

Yang Ce of china galaxy Securities Co., Ltd. believes that Gree Electric is better than sales in revenue growth, which is expected to benefit from the improvement of income diversification level after the company’s product structure optimization and business transformation.

However, judging from the revenue structure in the first half of 2023, Gree’s industrial products, smart equipment and green energy projects accounted for 5.53%, 0.25% and 2.94% of the revenue respectively. The "second growth curve" created by Gree still has a long way to go and faces many challenges.

Now, it has been four years since Gree put forward the reform of "new retail" mode, and Gree has continuously laid out new retail channels to reduce operating costs. According to the latest public information, starting this year, Gree will fully implement a new retail model in Shandong, Guangdong and other provinces, in which dealers directly sign contracts with the company’s Zhuhai headquarters and place orders from the cloud platform, so as to shorten the sales chain.

Regarding the marketing reform, Dong Mingzhu had previously responded to the media, saying, "The first thing to reform is to change your own life. Gree’s past marketing model was created by me, and it hasn’t changed much for more than 20 years. But the background of today’s era is completely different from that of that year. The arrival of the Internet era is indeed a huge challenge for Gree. "

Special feature of 1905 film network On the 11th day of Cannes Film Festival, all 21 films of the main competition were finally shown. The three films that appeared on the last day were LGBTQ movies from France, Russian director Sergey Dvortsevoy’s and Ceylon’s last-minute shortlist.

　

The day before the Palme d ‘Or was officially announced, the "One Concern" unit took the lead in winning the prize. Bi Gan’s works, which had caused extensive discussion before, were not harvested, and the grand prize was won by Swedish fantasy movies.

　

Time: 8: 30am-9: 50am/11: 00am-12: 40am.

Venue: Lumiere Hall of Film Palace & bunuel Hall of Film Palace.

Retro interpretation of love in "Stab in the Heart" & Color "Little Guy" is exhausting.

　

Among the films in this main competition, "Stab in the Heart" is a relatively large category. The main characters of the film are a lesbian couple making same-sex movies and their LGBTQ friends. They exaggerated the abnormal killings they encountered in the form of images, and under the picture full of retro flavor and extreme eroticism, "Stab in the Heart" actually tells the story of two extremely pure love relationships, one is a lesbian couple who fell in love but failed to stay together in the film, and the other is two little boys in where will you go who were brutally separated by their father in the movie. Compared with the simple plot, The Stab in the Heart is more like an experimental tribute to the shadows.

　

There are "rumors" that Ayka, the heroine of "Little Guy", is likely to launch an impact on the best actress award, and the film continues the consistent style of Russian films at international film festivals — — Focus on social problems and endless suffering of the bottom people. Ayka, who just gave birth, not only has no job, but also has debts to repay. Throughout the film, the director led the audience to "bear" Ayka’s predicament with a strong sense of documentary camera language, and experienced her double physical and psychological pain. Tragedy is real, but as a film work, endless repetition makes people feel distressed about the role and endless fatigue and aesthetic fatigue. In short, it is another work with more practical significance than artistic expression.

　

Time: 4: 30pm

Venue: Debussy Hall, Film Palace

Swedish film won the "One Concern" unit award. Bi Gan’s "The Earth" is unfortunately zero.

　

On the day before the official closing of the film festival, the "One Concern" unit announced the results of various awards. As the chairman of the jury of this unit, actor Benicio Del Toro spoke first at the award ceremony. He evaluated the 18 finalists as winners in a sense, and the excellent quality of each work shocked several judges. However, they still need to select five works to share five awards.

　

Previously, Bi Gan’s "The Last Night of the Earth" was widely discussed after the screening, and it was also highly anticipated by domestic media and fans. Unfortunately, however, the film did not win any awards that day. A focus unit award was won by the Swedish fantasy film Border. In addition, The Girl, which was highly praised during the Cannes Film Festival, won the best performance award. Victor, the leading actor, plays a deformed ballet dancer in the film. Only 16-year-old, he is still in school today. The director received the award for him and expressed the hope that this role would express his understanding and support for this kind of group.

　

Time: 8: 00 pm-11: 08 pm

Venue: Debussy Hall, Film Palace

Ceylon’s Wild Pear Tree focuses on father and son and the script of the times is solid and informative. 　

　

Ceylon’s new work Wild Pear Tree, which was added to the main competition unit at the last minute, was scheduled for the last screening on the last day. The film is more than 3 hours long, which is the most shortlisted film in this year’s Palme d ‘Or. Fortunately, compared with the last one that won the Palme d ‘Or, the appreciation of Wild Pear Tree has improved a lot, and the script is absolutely solid, but the intensive lines bring so much information that the three editors all sigh: these three hours seem to have finished reading a book (with English subtitles) in the cinema.

　

"Wild Pear Tree" has designed several important scenes with the hero as the dot, and each scene contains a lot of dialogues. Through these life-oriented lines, Ceylon shows the personality of the younger generation in Turkey and the confusion they face, as well as the huge "generation gap" between the young and middle-aged generations: the boy in Grade Two shows "blind self-confidence" when facing famous writers, which makes people feel angry and can’t help but smile for his childish courage; The scene of middle-aged people who have successfully dropped out of high school and "taught" young people who have received higher education but are still confused in society with their own social experience also makes the audience’s empathy particularly real.

　

There is no doubt, however, that the overall plot line running through Wild Pear Tree is still the relationship between father and son. Two men with different personalities and egoism maintain an uneasy relationship in most parts of the film. My father, who has been working hard, always has a restless heart, while my son, who thinks he has grown up, has been silently remembering his childhood teachings in his heart while looking down on his father. Both of them are persistent enough about what they like.

　

My son’s first novel "Wild Pear Tree" became an opportunity for the relationship between father and son to break the ice. When everyone, including his closest mother, didn’t finish reading this book, his father had already learned the contents of "Wild Pear Tree" by heart. The film also completes the topic in this part: in fact, fathers and sons are like the fruits of wild pear trees. They look unpleasant on the outside, but they taste delicious.

　　At the press conference on the prevention and control of novel coronavirus epidemic in Beijing on December 19th, Tu Zhitao, member of the Party Committee of Beijing Municipal Health and Health Commission and director of Beijing Administration of Traditional Chinese Medicine, said that recently, a large number of positive infected people in Beijing have been rehabilitated in isolation at home. According to the requirements of epidemic prevention and control and the actual situation in Beijing, in order to do a good job of releasing isolation and returning to work after home rehabilitation of infected people, and further optimize the prevention and control policies, after organizing disease control and clinical experts to study and demonstrate, the suggestions for releasing home isolation of positive infected people are as follows:

　　First, for home isolation rehabilitation infected people, from the date of symptoms, home isolation must be over 7 days.

　　Two, such as home isolation for 7 days, without the use of antipyretics, fever symptoms subsided for more than 24 hours, and other symptoms improved, can lift the isolation; If there are still fever symptoms, release the isolation after the fever symptoms subside for more than 24 hours and other symptoms improve. After the isolation is lifted, you can return to work without nucleic acid and antigen testing.

　　Three, special industries and jobs isolation rehabilitation and return to work requirements, in accordance with the provisions of the competent department of industry. (Reporter Wu Wenzhao)

　　

Dominic Frisby, a gold analyst and founder of Flying Frisby, said that the officially disclosed gold holdings in China are far from the reality. He said that China is secretly buying a large amount of gold, which is twice as much as that of the United States. He thought that the country could consider supporting the RMB with gold. He predicted that the price of gold will reach $3,000 next year, and bitcoin will exceed $100,000.

　　

According to the latest data from China, the Bank of China bought gold for the 12th consecutive month in October. The World Gold Council (WGC) reported that the latest purchase was about 23 tons, increasing the total holdings to 2,215 tons. Generally speaking, the China government has recently become one of the largest gold reserves, and the central bank’s gold purchases seem to have reached a record high this year.

　　

Frisbie told Kitco News that although China has become the leader in gold accumulation, the actual figures are much more important.

　　

"They are gently announcing the news, and China is ambitious," Frisbie said. "I may study this problem more deeply than anyone else, and I will tell you why China’s gold holdings may be 10 times what they say. The mathematical calculation in this regard is very simple."

　　

China is the world’s largest producer and importer of gold, but Frisbie said that its motto is "We can’t be too dazzling".

　　

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