智通财经APP获悉，摩根士丹利发布研报称，美的集团(00300)目标是在2025年实现高于指引的销售增长，即望今年收入同比增10%，净利润率保持稳定。管理层表示将采取更积极的措施，以保护其于中国24-25%的整体市场份额。因此将更专注于低端市场，保障利润的同时进一步扩展高端市场。同时，海外长期目标是持续领先市场，实现海外平均市占率由目前的4-5%，上升至15%。
报告指，美的已见在美开展业务的机会，且已在第一季提前发货，有助于满足第二季度的需求。正在进一步迁移供应链(例如巴西、埃及)，目标是在6月透过中国以外的生产满足美国大部分需求。考虑到缺乏全球供应链能力的小型企业的市场份额增长，集团预计其在美国的订单将超出预期。
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