方洪波：击水中流在浪潮中立

1月16日，刚过完55岁生日不久的美的，站在了新的发展起点，集团董事长兼总裁方洪波向全球员工发表了《击水中流在浪潮中立》的主题演讲，感谢19万员工的努力和付出，书写了美的史上最好的经营业绩。

　　在漫长的新周期，来自地缘政治、技术革新和商业模式巨变的风浪依然猛烈，方洪波勉励所有美的人做趋势的朋友，以常识和勇气挑战未知，到中流击水，敢立潮头；以企业家精神破旧立新，找到为自己而盛开的力量。

　　2023年，增长乏力、技术竞赛、贸易壁垒等全球性困局还在持续，企业换代速度加快，规则重写速度加快，猛烈的风浪让我们目睹了大量突如其来的骤然离场，辉煌企业黯然落幕，行业新贵快速坠落。这是一个告别的周期，也是一个漫长的季节。

　　面对不确定性，美的人选择乐观。我们一路披荆斩棘，但毅然前行，身处泥泞，却从容不迫。2023年，通过贯彻“稳定盈利，驱动增长”的经营原则，美的进一步优化“1+3+N”的产业布局和公司治理机制，前三季度营收、利润再创历史新高。以平凡的行动，创造出不凡的业绩。

　　智能家居坚定技术创新、效率驱动和模式变革，COLMO、东芝双高端品牌持续增长，推进下一代制冷、下一代净味、家居大脑等共性技术项目，并积极践行绿色战略，引领全球行业趋势；

　　新能源及工业技术聚合绿色能源与工业核心部件领域，提供绿色、高效、智慧的产品和解决方案，自主研发的电动乘用车用CO₂转子式压缩机、高性能谐波减速机、空调压缩机等多款产品达到国际领先；

　　智能建筑科技发布“GREEN FOR ONE”双碳战略，推出“数绿融合”工业智慧楼宇解决方案，MDV新生系列、鲲禹模块化磁悬浮离心机等多款自主研发新品，还在德国推出首批碳中和空气源热泵机组；

　　机器人与自动化推动机器人供应链产效升级，本土化研产能力增强，继续深耕DTC模式，贴近用户需求，发布多款工业机器人、协作机器人及物流机器人，持续践行可持续发展理念；

　　创新型业务继续顺势而为，安得智联优化低碳供应链解决方案，以供应链创新支持客户新增长；美云智数发布美擎数字化转型、灯塔|数字工厂、智慧供应链、数字园区、产业集群五大场景解决方案，助力更多企业数字化转型；美智光电聚焦照明及智能前装领域，率先在行业推出HOMLUX智能照明系统；美的医疗五大业务单位不断探索突破，首创的无液氦超导磁共振突破液氦的限制，挽救8000公里外的生命，全幅DR、LBR Med机器人等多款领先产品获行业赞誉，还升级了智慧医院解决方案LIFE2.0。

　　没有时间的朋友，只有趋势的朋友。我们要保持乐观，继续自我否定，继续破旧立新，继续保持治理机制的先进性，这样就敢于出发，到中流击水。

　　在新的经济周期，不确定性是常态，美的要以战略的确定性来应对未来的不确定性。确定性就是超越时间和空间的规律，常识和方法的总结。比如，成本效率优势、技术优势、结构升级、产业升级、用户第一、员工关怀等等，都是300年来全球商业文明沉淀下来的常识和规律。

　　具体来讲，美的要做好“业务模式升级、结构升级、产业升级”，要坚定推动。

　　坚定业务模式升级，转变思维，借鉴伟大企业的转型经验，在国内市场落实DTC变革，实现零售直达、用户直达；在海外市场坚定OBM优先战略，加大资源投入，加强研发、制造、市场、服务等全价值链的本土化布局，完善基础设施与能力建设，构建第二主场。

　　坚定结构升级，清晰“大结构、小结构、新结构”的升级路径，核心是做好产品、做好差异化，加大研发投入，优化“三个一代”模式，以用户需求为中心，把升级落到实处，提升产品附加值，实现高质量发展。

　　坚定产业升级，ToC和ToB业务均衡发展，多元产业形成周期互补，进一步加大ToB产业投入，坚定ToB转型，把握市场机遇，鼓励变革创新，强化激励机制和人才建设。

　　大道至简，坚持常识。伟大的企业之所以伟大，就在于把常识做到了极致，美的有清晰的战略路径，我们有常识和勇气，朝着伟大企业的愿景不断迈进。

　　2024年，美的的经营重点是“全价值链运营提效，结构性增长升级”。

　　从分工理论，到福特的生产方式、泰勒的科学管理体系，到丰田TPS系统、丹纳赫DBS系统，再到当下特斯拉的成功，无一不体现效率理念的重要性。

　　效率是工业革命以来所有企业永恒的主题，也是美的最大的优势和盈利最根本的法宝。美的没有第二条路可走，必须在效率提升上下苦工，进一步挖掘和强化效率优势，同时用全价值链的整体优化升级替代局部最优的陷阱，实现全价值链的运营提效。

　　全价值链的运营提效要基于数字化能力的升级，未来要进一步从每一个经营环节、每一个细节上寻找提升的空间。数字化是大势所趋，是“用户直达”的必由之路，美的数字化投入已十余年，要坚定数字化3.0升级的战略方向，构建美的全价值链无断点的数字世界。

　　2023年5月21日，“何享健科学基金”在大湾区科学论坛上正式发布，美的集团创始人何享健先生个人出资30亿元人民币，旨在推动原创性、前沿性的基础研究及相关成果转化，为科技发展和社会进步贡献力量。

　　实际上，创始人在不同创业阶段将企业家精神的内涵诠释得淋漓尽致。创业初期，他艰难寻找出路，经历多次创业绝境，又力挽狂澜；创业中期，敢为天下先，不断自我否定、变革创新，带领美的成为中国第一家改组上市的乡镇企业；2012年，在企业传承问题上，他用前瞻性的远见，让美的率先走上现代化企业治理之路……

　　55年来，美的生生不息的根本在于企业家精神的代代传承，而美的的企业家精神就是有自主性，有主人翁精神，敢于正视自己的问题，不断进行自我怀疑、自我否定、自我驱动，敢于破旧立新，从而实现自我突破。

　　美的想要基业长青，成就更伟大的明天，核心就是企业家精神，要在美的内部寻找有企业家精神的人，找到敢于去击水潮头的水手，找到勇敢奔赴世界所有码头的水手，到中流击水，永不停歇，永远向前。

　　美的要不断完善公司治理，创新企业体制和机制，培育创业和创新土壤，激发组织活力，找到拥有勇气、视野和常识的企业家群体，找到美的为自己盛开的力量。

　　让我们每一个人，都找到为自己而盛开的力量。

　　Midea has embarked on a new journey after celebrating its 55th anniversary.On January 16,Mr.Paul Fang,Chairman&CEO of Midea Group,delivered a speech titled Braving the Waves,We Forge Ahead.He expressed gratitude to Midea's 190,000 employees worldwide for their diligence and dedication,who have together achieved the best business results in the history of Midea.

　　As the company is in a new development cycle featuring severe challenges and risks arising from geopolitics,technological innovation,and dramatic shifts in the way of running a business,Mr.Paul Fang encourages all Mideans to embrace trends,challenge the unknown with common sense knowledge and courage,brave the waves to forge ahead.With an entrepreneurial spirit,destroy the old,establish the new and build up the strength to flourish.

　　In 2023,a wide array of global challenges continued,such as sluggish economic growth,technology race and trade barriers.Amidst the violent winds and waves of accelerating corporate succession and rewriting of the rules,we have witnessed the sudden decline of once glorious corporations and rapid falls of new-money.This a long cycle of farewells.

　　Mideans have chosen to be optimistic in the face of uncertainty.With determination and calmness,we have been pushing our way through the thick mud of all the difficulties.In 2023,under the business principle of"Stabilize Profitability&Drive Growth",Midea further improved its"1+3+N"industry paradigm and corporate governance mechanism,with revenue and profit in the first three quarters hitting a record high.We have made extraordinary achievements by taking ordinary actions.

　　Our Smart Home Business Group remains committed to technological innovation,efficiency-driven approach,and business model transformation.They achieved continuous growth in COLMO and TOSHIBA;they promoted common technology projects such as next-gen refrigeration,next-gen odor-removing,and smart home;they actively practiced the green strategy;and now they are leading the global industry trends.

　　Our Midea New Energy and Industrial Technology integrated green energy and key industrial components to provide green,efficient and intelligent products and solutions.Our self-developed CO₂rotary compressor for electric passenger vehicles,high-performance harmonic reducer,AC compressor,and other products have reached the world-leading level.

　　Our Midea Building Technologies released the"GREEN FOR ONE"carbon peak and neutrality strategy,rolled out a smart building solution that integrates digital and green elements as well as multiple self-developed products including MDV New Gen Series and KWING modular magnetic levitation centrifuge,and debuted carbon-neutral air source heat pumps in Germany.

　　Our Robotics&Automation advanced upgrades in production and efficiency across the robot supply chain,enhanced local R&D and production capabilities,continued to work on the D2C model,kept abreast of customer needs,and launched a variety of industrial,collaborative and logistics robots as they upheld the sustainable development philosophy.

　　Our Innovation Businesses maintain growth momentum.Annto Logistics Technology optimized their low-carbon supply chain solutions to empower customers'new growth through supply chain innovation.Midea Cloud released five scenario-specific solutions including M·IoT,lighthouse/digital factory,smart supply chain,digital park,and industrial clusters to support more companies'digital transformation.Midea Intelligent Lighting&Controls,with a focus on lighting and smart factory-installed solutions,became the first in the industry to launch the intelligent lighting system HOMLUX.Midea Healthcare's five business units continued exploring and making breakthroughs.They are pioneering liquid helium-free superconducting magnetic resonance,which has broken the limitations of liquid helium,and can save lives up to 8,000 kilometers away.Their full-frame DR and LBR Med robots and other leading products were highly praised across the industry,and their smart hospital solution LIFE2.0 has also been significantly upgraded.

　　There are no friends of times,only friends of trends.We should stay optimistic,constantly challenge ourselves,continue to revolutionize,and keep our governance mechanism advanced so that we will be able to brave the waves ahead.

　　In the new economic cycle of uncertainty,Midea should deal with future ambiguity with strategic certainty.To be certain is to ascend beyond time and space,and to summarize common sense knowledge and methods.For example,cost-efficiency and technological advantages,structural and industrial upgrades,customer first,employee care,etc.are all common sense knowledge and methods encapsulated in the global business landscape over the past 300 years.

　　To be specific,we should stay committed to:"Business Model Upgrades,Structural Upgrades,and Industrial upgrades".

　　We will stay committed to our business model upgrades.We will change our mindset,draw upon other great companies'transformation experience,and carry out DTC transformation in the domestic market to truly realize Direct to Retail and Direct to Customer.In overseas markets,we remain steadfast in implementing the"OBM Priority"strategy,increasing resource investment,strengthening localization throughout the value chain including R&D,manufacturing,marketing,and services,improving infrastructure,and enhancing capacity building,thus building a"second stronghold".

　　We will stay committed to our structural upgrades.We will clarify the upgrading pathways for the big,small,and new product mixes.Our key task in this regard is to improve products and differentiation by continuously ramping up R&D investment and optimizing the"Three Generations"model.Only by doing so can we truly meet our customers'needs and achieve improved iterations,adding value to products and realizing high-quality development.

　　We will stay committed to our industrial upgrades.By grasping market opportunities,encouraging change and innovation,and strengthening incentive mechanisms and talent development,we will balance ToC and ToB business development,build a complementary cycle among diverse industries,increase investment in ToB business,and steadfastly implement ToB transformation.

　　Great truths are always simple.We should adhere to common sense.The greatness of a company lies in taking common sense to the utmost level.With a clear strategic pathway and supported by common sense knowledge and courage,we are heading toward our vision of becoming a greater company.

　　In 2024,Midea will focus on enhancing value chain-wide efficiency alongside structural growth through upgrades.

　　The principles of efficient management have been essentially demonstrated by many cases,from the division of labor to Ford's production model,from Taylor's Principles of Scientific Management to the Toyota Production System(TPS),and from the Danaher Business System(DBS)to Tesla's immense success.

　　Efficiency has been a relentless pursuit of businesses since the Industrial Revolution,and it is also Midea's biggest advantage and the most important foundation of profitability.Midea has no other way out of competition but to work on efficiency improvement.By further unlocking the potential for increasing efficiency with value chain-wide optimizations instead of partial fine-tuning,we will be able to boost operational efficiency across the value chain.

　　The improvement of operational efficiency across the value chain should be based on the enhancement of digital capabilities.We should strive to identify opportunities for the betterment of every business process and detail.Digitalization is an inevitable trend,and it is vital for achieving DTC transformation.Midea has invested in for over a decade and will continue to invest in digitalization.We should remain steadfast in our Digitalization 3.0 strategy to build a seamless digital world of Midea systems across the value chain.

　　On May 21,2023,the He Science Foundation,initiated by Mr.He Xiangjian,the founder of Midea Group,was launched at the Guangdong-Hong Kong-Macao Greater Bay Area Science Forum.With Mr.He's personal contribution of RMB 3 billion,the foundation aims to promote original and cutting-edge fundamental research and commercialization of research results,as a contributor to scientific and technological development and social progress.

　　The founder has completely demonstrated his entrepreneurial spirit throughout the development stages of Midea.In the early days of Midea,Mr.He struggled to find a way out of a desperate situation and successfully made a turnaround.As Midea grew,he pioneered reform and innovation,turning the company into China's first listed township enterprise.In 2012,he adopted a forward-looking approach to choosing the second generation of leaders for Midea,introducing a modern corporate governance model into the company...

　　Over the past 55 years,consistent entrepreneurial spirit has been the cornerstone of Midea's continuing vitality for generations.For Midea,entrepreneurial spirit means autonomy and a sense of ownership,as well as the courage to face problems head-on,challenge ourselves,destroy the old and establish the new to make breakthroughs.

　　To achieve lasting growth and a greater future,the key lies in nourishing an entrepreneurial spirit,so we should identify such talent across Midea.We will find the sailors who dare to ride the tides and who are bravely bound for all ports in the world to forge ahead.

　　We will continue to enhance corporate governance,innovate our management systems and mechanisms,create a sound environment for entrepreneurship and innovation,stimulate organizational vitality,and empower them with the courage,vision and common sense,to build up the strength for Midea to prosper.

　　Let each and every one of us build up the strength to flourish on our own.