飞利浦209亿元出售家电业务，未来聚焦医疗保健！

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                    <section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section><p><p><img src="image/20201014/86b79d371e9862b01189f0252a03b2cd_1.png" /></p></p></section><section><section><span><strong></strong></span></section><p><span>医疗器械媒体报道先锋</span></p><p><span>分享专业医疗器械知识</span></p></section><section><section><section><span>关注</span></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section data-role="paragraph" data-color="rgb(182, 228, 253)" data-custom="rgb(182, 228, 253)"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><section><section powered-by="gulangu"><section><section><br  /></section></section></section></section></section></section></section></section></section></section></section></section></section></section></section><section><section powered-by="gulangu"><section><section><section><section><section powered-by="gulangu"><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph"><p><span>飞利浦正通过剥离相关非核心业务不断“瘦身”，从而专注于医疗保健设备制造。剥离家电业务是该计划的一部分。</span></p><p><br  /></p><p><span>近期，飞利浦宣布出售家电业务，拟转让挂烫机/电熨斗、吸尘器、咖啡机/空气炸锅等为代表的厨房小家电系列以及空气净化器等产品业务，但未包含剃须刀、电动牙刷等明星产品线。飞利浦选择高盛集团和摩根大通来负责交易，价格可能超过30亿美元（约合人民币209亿元），出售事宜定于2020年中左右开始。</span></p></section><p><br  /></p><section data-tools="gulangu" data-id="94151" data-color="#374aae" data-custom="#374aae"><section><section><section><section data-brushtype="text"><p><span><strong><span>200亿出手！飞利浦家电业务谁将拿下？</span></strong></span></p></section><section data-bgless="spin" data-bglessp="280" data-bgopacity="80%" data-width="100%"><br  /></section></section></section></section></section><p><span>剥离家电业务是飞利浦专注于医疗保健设备制造商这一计划的一部分。“家用电器业务近年来表现显著改善,但和飞利浦作为健康科技领导者的战略不匹配，因此考虑为这块业务寻找一个好的归宿。” 飞利浦 CEO Frans van Houten 表示。</span></p><p><br  /></p><p><span>继2011年将在华电视业务出让给冠捷科技有限公司后，飞利浦进一步剥离其家电业务。</span></p><br  /><p><span>而对于飞利浦而言，出售家电业务，与其多年来进行的战略转型——聚焦医疗保健核心业务有直接关系。当前，医疗保健业务是其发展重心。根据2019财年一季报，其医疗保健业务营收占总营收的比例为66%。</span></p><p><br  /></p><p><span>相关业内人士分析表示，这是自西门子退出家电市场后，又一欧洲老牌家电准备放弃家电业务。如果飞利浦成功的出售了家电业务，那么，它将彻底告别消费电子家电业务，将重点放在医疗保健业务。医疗保健业务属于大健康行业，这也是目前及未来5年内最火爆且最有发展前途的行业之一，飞利浦选择它或许能走出一番新天地。</span></p><p><br  /></p><p><span>非利浦出售的家电业务售价在200亿人民币左右，国外企业收购此业务的几率比较低，国内或许有一些企业对它蠢蠢欲动。但具备如此财务实力的国内家电企业并不多。全球仅有几家综合性家电集团有实力参与竞购，如中国的美的集团、青岛海尔、格力电器，美国的惠而浦，欧洲的伊莱克斯、SEB集团和日本的松下等。</span></p><p><br  /></p><section data-tools="gulangu" data-id="94151" data-color="#374aae" data-custom="#374aae"><section><section><section><section data-brushtype="text"><p><span><strong><span>巨头云集，医学影像市场竞争激烈</span></strong></span></p></section><section data-bgless="spin" data-bglessp="280" data-bgopacity="80%" data-width="100%"><br  /></section></section></section></section></section><section data-tools="gulangu" data-id="86447" data-color="rgb(0, 91, 172)" data-custom="rgb(0, 91, 172)" data-mpa-powered-by="gulangu"><section><section><section><p><span>2019年：在医疗业务领域，GE医疗第一，西门子医疗第二，飞利浦第三；医疗业务均保持增长。</span></p></section></section></section></section><p><br  /></p><p><br  /></p><p><span>GE医疗：业绩稳定增长。2019年，不仅医疗总营收三家最高，利润率也最高。医疗业务在集团总营收中的占比大幅提升至21%（2018年为16%）。</span></p><p><br  /></p><p><span>西门子医疗：以总体8%的增长为西门子医疗2025战略的第一阶段画上句号，并开启“升级”的第二阶段。中国今年增长9%，表现亮眼，占总营收的13%。</span></p><p><br  /></p><p><span>飞利浦：营收增长率9%，居三家之首。经过长达四年的转型，飞利浦业务利润率也正在逐年提升（2017-2019年分别为6.9%、11.4%、13.2%），重回行业水平值。</span></p><p><br  /></p><p><span>三巨头2019年业绩总览：</span></p><p><br  /></p><table cellspacing="0" cellpadding="0" width="631"><tbody><tr><td width="118" height="31"><p><span>2018全年</span></p><p><span>（百万）</span></p></td><td width="108" height="31"><p><span>GE</span></p><p><span>（美元）</span></p></td><td width="117" height="31"><p><span>Siemens</span></p><p><span>Healthineers</span></p><p><span>（欧元）</span></p></td><td width="111" height="31"><p><span>Philips</span></p><p><span>（欧元）</span></p></td></tr><tr><td width="118" valign="top" height="15"><p><span>总营收</span></p></td><td width="108" valign="top" height="15"><p><span>95214</span></p></td><td width="117" valign="top" height="15"><p><span>14528</span></p></td><td width="111" valign="top" height="15"><p><span>19482</span></p></td></tr><tr><td width="118" valign="top" height="16"><p><span>增长率</span></p></td><td width="108" valign="top" height="16"><p><span>-2%</span></p></td><td width="96" valign="top" height="16"><p><span>8%</span></p></td><td width="111" valign="top" height="16"><p><span>8%</span></p></td></tr><tr><td width="118" valign="top" height="16"><p><span>医疗业务收入</span></p></td><td width="108" valign="top" height="16"><p><strong><span>19942</span></strong></p></td><td width="117" valign="top" height="16"><p><strong><span>14518</span></strong></p></td><td width="111" valign="top" height="16"><p><strong><span>13159</span></strong></p></td></tr><tr><td width="118" valign="top" height="16"><p><span>医疗增长率</span></p></td><td width="108" valign="top" height="16"><p><strong><span>1%</span></strong></p></td><td width="117" valign="top" height="16"><p><strong><span>8%</span></strong></p></td><td width="90" valign="top" height="16"><p><strong><span>9%</span></strong></p></td></tr><tr><td width="118" valign="top" height="16"><p><span>医疗占比</span></p></td><td width="108" valign="top" height="16"><p><span>21%</span></p></td><td width="117" valign="top" height="16"><p><span>100%</span></p></td><td width="111" valign="top" height="16"><p><span>68%</span></p></td></tr><tr><td width="118" valign="top" height="15"><p><span>医疗净利润</span></p></td><td width="108" valign="top" height="15"><p><span>3896</span></p></td><td width="117" valign="top" height="15"><p><span>2450</span></p></td><td width="111" valign="top" height="15"><p><span>1192（集团）</span></p></td></tr><tr><td width="118" valign="top" height="16"><p><span>医疗利润率</span></p></td><td width="108" valign="top" height="16"><p><span>19.5%</span></p></td><td width="117" valign="top" height="16"><p><span>16.9%</span></p></td><td width="111" valign="top" height="16"><p><span>13.2%（集团）</span></p></td></tr></tbody></table><p><span>▲GPS 2019年全年数据总览</span></p><p><br  /></p><p><span>飞利浦医疗2019年营收194.82亿欧元，同比+8%。医疗业务整体营收131.59亿欧元，占总营收的67.5%，与上年（66.5%）相比，上涨二个百分点；虽然在“GPS”三家中垫底，不过营收增长率达9%，居三家之首。</span></p><p><br  /></p><p><p><img src="image/20201014/fd181a7e0cce731be62b76c3013b6437_2.png" /></p></p><p><span>飞利浦整体营收数据</span></p><p><br  /></p><p><span>飞利浦诊断和治疗业务2019年营收84.85亿欧元，同比+10%。利润增加了2.06亿欧元，利润率提高至12.7％，在飞利浦总营收中占比最大（43.5%），涨势最好。其中图像引导治疗高个位数增长，超声中个位数增长，影像诊断低个位数增长。</span></p><p><br  /></p><p><p><img src="image/20201014/2be86cddefbe6b4a6b769a47dcae02c2_3.png" /></p></p><p><span>诊断和治疗业务营收数据</span></p><p><br  /></p><p><span>2019年年初，飞利浦对其三大业务架构调整，将业务集中在四个不同的解决方案领域：精准诊断、图像引导治疗、互联关护、个人健康。新的架构下的业务营收没有在年报中体现。另外2019年，飞利浦仅医疗业务占比上升。</span></p><p><br  /></p><p><p><img src="image/20201014/6ec13f202ed9c8f9a1610556d90717bc_4.png" /></p></p><p><span>飞利浦各业务在整体营收中占比</span></p><p><span><br  /></span></p><p><span>飞利浦医疗2019年1月重组，将睡眠和呼吸部分从个人健康转移到新的互联医疗部门，并将医疗信息学转移到诊断和治疗部分。在新的架构下，飞利浦有三个部门：诊断与治疗部、联保部和个人健康部。</span></p><p><span><br  /></span></p><p><span>部分来源：MedTrend医趋势</span><br  /></p><p><br  /></p></section></section></section></section></section></section></section></section><section data-role="outer" label="Powered by gulangu"><section data-role="paragraph" data-color="#757576"><section 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