海信家电2025半年报 ...

Core Viewpoint - Hisense Home Appliances reported a slight increase in revenue and net profit for the first half of 2025, indicating stable growth in its core business segments, particularly in air conditioning and washing machines [1][2]. Financial Performance - Total revenue for the first half of 2025 reached 49.34 billion yuan, a year-on-year increase of 1.44% [1][2]. - Net profit for the same period was 2.077 billion yuan, reflecting a growth of 3.01% compared to the previous year [1][2]. - Revenue from HVAC (Heating, Ventilation, and Air Conditioning) was 23.69 billion yuan, accounting for 48.02% of total revenue, with a year-on-year growth of 4.07% [1][2]. - Revenue from the washing machine segment was 15.39 billion yuan, representing 31.20% of total revenue, with a year-on-year increase of 4.76% [1][2]. - Other main business revenues totaled 6.61 billion yuan, showing an increase of 8.89% year-on-year [1][2]. Management Changes - Hisense Home Appliances announced changes in its board of directors, with the resignation of CEO Hu Jianrong and director Zhu Dan due to personal and work-related reasons [2][3]. - Fang Xueyu was nominated as a candidate for the board of directors, and Gao Yuling was appointed as the new CEO [3]. - Yin Bitong was elected as a member of the board's strategic and ESG committees [3]. Strategic Developments - The establishment of the Air Conditioning Division in May 2025 aims to integrate home and central air conditioning businesses, enhancing operational efficiency [5]. - The company has formed a comprehensive product and brand matrix, improving its market presence and dealer support [5]. - Hisense's air conditioning exports reached 5.371 million units in the first half of 2025, marking a 17% year-on-year increase, leading the industry in growth [6]. Technological Advancements - In June 2025, Hisense launched the "Variable Frequency S Architecture" technology platform, featuring self-developed core MCU chips and energy-saving algorithms [8]. - The company introduced new air conditioning products with innovative features aimed at enhancing user experience and energy efficiency [8].

Core Insights - Hisense Home Appliances reported a total revenue of 49.34 billion yuan for the first half of 2025, a year-on-year increase of 1.44%, and a net profit attributable to shareholders of 2.077 billion yuan, up 3.01% year-on-year [1][2] Group 1: Business Performance - The HVAC (Heating, Ventilation, and Air Conditioning) segment generated revenue of 23.694 billion yuan, reflecting a year-on-year growth of 4.07%, with a gross margin of 27.12%, down 1.56% [2] - The washing and refrigeration segment achieved revenue of 15.392 billion yuan, a year-on-year increase of 4.76%, with a gross margin of 18.74%, up 2.12% [2] - Hisense washing machines saw a significant domestic revenue growth of 37.58% [2] Group 2: Market Expansion - Hisense's air conditioning exports reached 5.371 million units, marking a year-on-year increase of 17%, with the multi-split central air conditioning systems holding over 20% market share [2] - The company's air conditioning exports accounted for 9.5% of the national total [2] - Revenue from the European region grew by 22.7%, with air conditioning and washing machine revenues increasing by 34.5% and 38.9% respectively [2] Group 3: Channel Development - In the first half of 2025, the company opened 1,821 new proprietary stores, with store revenue increasing by 18% [2] - Revenue from the Douyin channel grew by 51%, with the 5A customer group showing an 82% increase in repurchase and active recommendations [2]

Performance Summary - Ningde Times (03750.HK) reported a revenue of 178.886 billion yuan for the first half of the year, an increase of 7.27% year-on-year, with a net profit of 30.512 billion yuan, up 33.02% year-on-year [2] - Hisense Home Appliances (00921.HK) achieved a total operating revenue of 49.34 billion yuan, a year-on-year increase of 1.44%, and a net profit of 2.077 billion yuan, up 3.01% year-on-year [2] - New Oriental-S (09901.HK) recorded a net revenue of 4.9 billion USD for the fiscal year 2025, a year-on-year increase of 13.6%, with a net profit of 372 million USD, up 20.1% year-on-year [2] - Weisheng Holdings (03393.HK) reported an operating income of 1.368 billion yuan, a year-on-year increase of 11.88%, and a net profit of 305 million yuan, up 12.24% year-on-year [2] - Yingda Real Estate (00432.HK) had a total revenue of 736 million HKD, a year-on-year growth of 35%, but reported a net loss of approximately 249 million HKD, an increase of 62.75% year-on-year [2] - Saint Bella (02508.HK) announced a profit alert, expecting a net profit of over 320 million yuan, turning from loss to profit year-on-year [2] - Aoneng Construction (01183.HK) issued a profit alert, expecting a net profit increase of over 125% to no less than 18 million MOP year-on-year [2] - Da Cheng Corn Group (03889.HK) issued a profit warning, expecting a net loss of approximately 65 to 85 million HKD, turning from profit to loss year-on-year [2] Company News - Sinopec Oilfield Services (01033.HK) announced that its subsidiary won a natural gas pipeline engineering project with a bid amount of 3.597 billion yuan, accounting for 4.44% of the 2024 revenue [2] - CSPC Pharmaceutical Group (01093.HK) signed an exclusive licensing agreement with MADRIGAL for SYH2086, with potential total payments of up to 2.075 billion USD [2] - China Biopharmaceutical (01177.HK) reported successful external licensing cooperation for LM-299, with a milestone payment of 300 million USD expected to be received soon [2] - Chunquan Industrial Trust (01426.HK) reported an average rental rate of approximately 86% for Huamao Property in the second quarter [2] - Sihuan Pharmaceutical (00460.HK) completed the first patient enrollment in a Phase III clinical trial for the new indication of the innovative drug Annelazole Sodium for gastroesophageal reflux disease [2] - Zhaoke Ophthalmology-B (06622.HK) received orphan drug designation from the FDA for Mephalan for the treatment of retinoblastoma in children [2] - Yunnan Construction Investment Concrete (01847.HK) continues to sign concrete supply contracts for the expansion project of Kunming Changshui International Airport, with a contract amount of approximately 283 million yuan [2] Buyback and Increase Dynamics - Vitasoy International (00345.HK) repurchased 2.122 million shares for approximately 19.6 million HKD at a price range of 9.2 to 9.26 HKD [2] - China Eastern Airlines (00670.HK) spent approximately 7.2536 million HKD to repurchase 2.5 million shares at a price range of 2.89 to 2.92 HKD [2]

证券日报网讯 7月30日晚间，海信家电（000921）发布公告称，本公司于2025年7月30日召开了第六届 职工代表大会，选举殷必彤先生为本公司第十二届董事会职工代表董事。 ...

（文章来源：每日经济新闻） 海信家电（SZ 000921，收盘价：27.2元）7月30日晚间发布半年度业绩报告称，2025年上半年营业收入 约493.4亿元，同比增加1.44%；归属于上市公司股东的净利润约20.77亿元，同比增加3.01%；基本每股 收益1.52元，同比增加2.7%。 ...

海信家电（000921）(00921)发布公告，于2025年7月29日，该公司注销75.56万股已回购A股股份。 ...

智通财经APP讯，海信家电(00921)发布公告，于2025年7月29日，该公司注销75.56万股已回购A股股 份。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 FF305 公司名稱： 海信家電集團股份有限公司 呈交日期： 2025年7月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | 每股面值人民幣1元之普通股(A股) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有 ...

《海信家電集團股份有限公司關於在海信集團財務有限公司開展存款金融業務的風險 評估報告》已刊載於深圳證券交易所指定之信息披露網站：http://www.cninfo.com.cn， 以供參閱。 承董事會命 海信家電集團股份有限公司 董事長 高玉玲 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 HISENSE HOME APPLIANCES GROUP CO., LTD. 海信家電集團股份有限公司 （在中華人民共和國註冊成立的股份有限公司） （股份代號：00921） 海外市場監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條而作出。 中國廣東省佛山市，2025 年 7 月 30 日 於本公告日期，本公司的執行董事為高玉玲女士、賈少謙先生、于芝濤先生及代慧忠先 生；本公司的獨立非執行董事為李志剛先生、蔡榮星先生及徐國君先生；及本公司的職 工代表董事為殷必彤先生。 海信家电集团股份有限公司 关于在海信集团财务有限公司开展存款金融业 ...