美的集团:营收业绩大超预期,家电&To B业务高增摘要事件:25Q1公司实现营业收入1278.4亿元,同比+20.49%;归母净利润为124.2亿元,同比增长38.02%;扣非归母净利润127.5亿元,同比+38.03%。点评:家电出口驱动增长,ToB业务趋势向好。To B业务方面,25Q1新能源及工业技术收入111亿元,同比+45%(24年同比+21%);智能建筑科技收入99亿元,同比+20%(...
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