Revenue distribution by sectors:

• Household appliances: approx. 40%
• HVAC (heating, ventilation, air conditioning): approx. 30%
• Robotics and automation: approx. 15%
• Other (e.g. logistics, real estate): approx. 15%

TOP 3 markets and their percentage shares:

• China: approx. 55%
• USA: approx. 20%
• Europe: approx. 15%

Midea Group Co., Ltd. generates the majority of its revenue from the sale of household appliances and HVAC systems. These two sectors are the main drivers of the company's growth.

China remains the largest market for Midea, attributed to its strong brand presence and high demand for household appliances. The USA and Europe follow as important markets, with a growing demand for energy-efficient HVAC systems and innovative household appliances in these regions.

Production Sites:

• China: Main production site
• Brazil: Production facilities
• India: Manufacturing plants
• Vietnam: Production facilities
• Egypt: Production facilities

The Midea Group Co., Ltd. is a globally operating manufacturer of household appliances and air conditioners. The majority of production takes place in China, where the company maintains its main production facilities. In addition, Midea has expanded its production capacities internationally to be closer to the markets and optimize supply chains. In Brazil, India, Vietnam, and Egypt, Midea also operates significant production facilities to efficiently serve regional demand and optimize production costs.

Revenue Growth: 10% (estimated for 2025 based on the latest reports) Focus on Automation and Digitalization

Midea Group Co., Ltd. is pursuing a strategy that heavily focuses on automation and digitalization. The company is investing significantly in the development of smart home technologies and the Internet of Things (IoT) to expand its product range and enhance customer convenience.

Another key focus is on international expansion, particularly in emerging markets, to strengthen its global presence. Midea plans to increase its market share in various regions through strategic partnerships and acquisitions.

Additionally, the company places great emphasis on sustainability and energy efficiency to meet the increasing demands of consumers and regulatory authorities. This includes the development of environmentally friendly products and the optimization of production processes.

Main raw materials: Steel, copper, aluminum, plastics
Countries of origin: Australia, Chile, Canada, Saudi Arabia, USA

The Midea Group Co., Ltd., a leading manufacturer of household appliances, imports a variety of raw materials that are essential for the production of their products. The main raw materials include steel, copper, aluminum, and plastics.

Steel and aluminum are often imported from countries like Australia and Canada, known for their extensive metal resources. Copper, an essential component for electrical components, is often imported from Chile, one of the world's largest copper producers.

Plastics, used in many products of the Midea Group, are often sourced from countries with a strong petrochemical industry, such as Saudi Arabia and the USA. These countries provide a reliable source of high-quality plastics due to their large oil reserves and advanced production capacities.

Market Share: 12% in the global household appliances market (2024)

R&D Investments: 4.5% of revenue (2024)

Revenue Growth: 10.2% (2024)

The Midea Group Co., Ltd. has a significant competitive advantage in the global household appliances market. With a market share of around 12%, the company positions itself as one of the leading providers worldwide. This strong market position is supported by continuous investments in research and development, amounting to 4.5% of revenue. These investments enable Midea to develop innovative products and differentiate itself from the competition.

The revenue growth of 10.2% in 2024 demonstrates that Midea is capable of further expanding its market position and benefiting from the increasing demand for household appliances. The focus on technological innovations and expansion into new markets also contribute to strengthening the competitive advantage.

Additionally, Midea benefits from an efficient production and supply chain, allowing the company to reduce costs and offer competitive prices. This, combined with a strong brand presence and a wide product portfolio, secures Midea a sustainable competitive advantage in the industry.

Institutional investor share: Estimated at about 30-35% (2025)

Insider purchases/sales: No significant transactions in the last year (2024)

The institutional investor share in Midea Group Co., Ltd. typically ranges from 30-35%. This reflects the interest of large institutional investors who invest in solid companies with stable earnings.

In 2024, there were no significant insider transactions, indicating that management has confidence in the current corporate strategy and future development. Such information is important for assessing the trust and expectations of corporate leadership.

Market share Midea Group Co., Ltd.: 12% (2025, estimated)

Main competitors and their market shares:

1. Haier Smart Home Co., Ltd.: 14%
2. Gree Electric Appliances Inc.: 13%
3. Midea Group Co., Ltd.: 12%
4. LG Electronics Inc.: 10%
5. Samsung Electronics Co., Ltd.: 9%
6. Whirlpool Corporation: 8%
7. Bosch Siemens Hausgeräte GmbH: 7%
8. Electrolux AB: 6%
9. Panasonic Corporation: 5%
10. Daikin Industries, Ltd.: 4%

Moat Analysis:

Midea Group Co., Ltd. has a significant moat due to its strong brand recognition and extensive distribution network, especially in China and emerging markets. Their innovation capabilities and cost-efficient production also contribute to their competitive advantage.

In comparison to competitors, Haier has a similar moat, particularly due to their strong presence in the Smart Home and IoT technologies sector. Gree Electric Appliances is known for specializing in air conditioning, giving them an advantage in this segment.

LG and Samsung benefit from their diversification and technological innovations, while Whirlpool and Bosch Siemens score points with their long-standing market presence and quality products.

Overall, Midea has a solid moat, but the competition is intense, and the differences in advantages are often segment- and region-specific.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Market share in the household appliances industry: 15% (2024)

Midea Group Co., Ltd. recorded a revenue growth of 10% and a profit growth of 8% in 2024. This indicates a solid financial performance supported by a strong market position and a wide range of products.

The company holds a significant market share of 15% in the household appliances industry, highlighting its competitiveness and ability to capitalize on market trends. Midea continuously invests in research and development to introduce innovative products to the market, which could contribute to long-term stability and growth.

Furthermore, Midea has been driving strategic partnerships and international expansions to strengthen its global presence. These measures could further increase future growth potential and make the company more resilient to market fluctuations.

Overall, Midea Group could represent an attractive investment opportunity, especially for investors interested in a stable company with growth potential.

Dividend yield: 3.5% (estimated for 2025)
Dividend history: Steady payouts over the last 5 years

Midea Group Co., Ltd. is known for its reliable dividend policy. In recent years, the company has consistently distributed dividends, indicating a stable financial performance and solid cash flow generation.

The estimated dividend yield of 3.5% in 2025 suggests that Midea will continue to offer attractive returns to its shareholders. This is particularly noteworthy in a competitive market environment. Analysts estimate that the dividend policy will remain stable in the coming years, based on the company's previous strategy and financial health.