长江商报消息 ●长江商报记者 江楚雅 家电龙头海尔智家（600690.SH）调整海外市场布局，提高抗风险能力。 近日，海尔智家宣布向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权，通过股权多元化绑定 全球优质资源。 长江商报记者注意到，此举是海尔智家在深耕印度市场20年后迈出的战略进阶新步伐，为中国企业全球 化风险应对提供了创新样本。 稳健的业绩表现，是海尔智家推进全球化战略升级的底气所在。2025年前三季度，公司实现营业收入 2340.5亿元，同比增长10%；归母净利润173.7亿元，创历史同期新高，盈利能力持续领跑行业。 同时，公司加码数字化转型，数字化转型持续释放效能，为公司降费提效提供核心支撑。 业绩稳健推进数字化布局 稳健的业绩表现，是海尔智家敢于推进全球化战略升级的底气所在。2025年前三季度，公司实现营业收 入2340.5亿元，同比增长10%；归母净利润173.7亿元，创历史同期新高，盈利能力持续领跑行业。这份 亮眼成绩单的背后，是公司在产品创新、数字化转型与全球化布局三大维度的持续深耕。 升级全球化战略 近日，海尔智家宣布对旗下全资子公司海尔印度进行股权结构优化，向印度巴蒂集团及美国华平 ...

格隆汇12月28日丨海尔智家(06690.HK)公布，于2025年12月26日斥资193.6万元回购7.22万股A股股份。 ...

海尔智家（600690）(06690)发布公告，于2025年12月26日斥资193.6万元回购7.22万股A股。 ...

智通财经APP讯，海尔智家(06690)发布公告，于2025年12月26日斥资193.6万元回购7.22万股A股。 ...

FF305 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 公司名稱： 海爾智家股份有限公司 呈交日期： 2025年12月26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) | 600690 | 說明 | 每股面值人民幣1元之普通股(A股) (於上海證券交易所上市) | | | | | 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 ...

在公司治理上，刘晓梅积极推动完善公司治理结构与机制，协助董事会下设的审计委员会、提名委员会、薪酬与考核委员会、战略委员会和ESG委员会高 效运作。 12月26日，以"新开局、新动能、新征程"为主题的"启航·2025金融峰会"在北京圆满举办，大会由金融界主办，汇聚监管部门、行业协会、金融机构、上 市公司、媒体等领域数百位相关领导和重磅嘉宾。会上，第十四届金融界"金智奖"年度评选结果重磅揭晓，海尔智家刘晓梅荣获"投资者信赖董事会秘 书"称号。 "金智奖"旨在树立高质量发展标杆，引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优质企业集聚。本届评选中，金融界上市公司研究院 紧密契合"十五五"规划建议中"提升上市公司质量"的要求，将高质量发展内核分解为社会责任、实业贡献、投资回报、成长前景、创新效率、杰出品牌六 大维度，以企业财务数据和公开信息为基础建立量化分析模型，最终覆盖A股、港股及中概股超8000家企业，评选出近200家获奖企业。 "投资者信赖董事会秘书"聚焦具备专业素养与责任担当的上市公司核心治理参与者，以 "诚信履职、专业赋能、价值传递、合规护航"为核心评选标准。 旨在引导董事会秘书充分发挥资本市场 ...

Core Viewpoint - The article highlights Haier's successful growth in the Thai market despite a challenging international trade environment, emphasizing the importance of understanding local consumer needs and maintaining a strong brand presence [2][10]. Group 1: Company Performance - Haier's overseas market revenue grew by 10.5% in the first three quarters of 2025, with Southeast Asia experiencing over 15% growth [3]. - In the Thai white goods market, Haier achieved a 29% growth while the overall market declined by 4.9%, making it the leading brand in Thailand [3][10]. - The company has established a significant market presence in Thailand over 23 years, overcoming initial challenges related to brand recognition and product-market fit [6][7]. Group 2: Strategic Importance of Thailand - Thailand is viewed as a strategic market for Haier due to its large domestic demand and favorable geographic location, serving as a "bridgehead" for the company's global operations [5]. - The company has implemented a localized strategy since acquiring Sanyo's white goods business in 2007, focusing on local R&D, manufacturing, and marketing [7][14]. Group 3: Market Opportunities - There remains substantial potential in the Thai market, particularly in understanding user needs and enhancing product offerings [8][10]. - Haier aims to increase its market share in retail outlets, where it currently does not hold the top position in every store [9]. - The company is also focused on improving operational efficiency and expanding its service network to capture more market opportunities [10]. Group 4: Product Strategy and Brand Perception - Haier's strategy includes launching high-end products tailored to specific consumer needs, such as the AI Voice air conditioner that addresses local climate challenges [8][11]. - The perception of Chinese brands is shifting, with Haier's brand recognition and user conversion rates now comparable to Korean brands, indicating a move away from the "cheap and cheerful" stereotype [11][12]. - The company emphasizes rapid product iteration and technological advancement, allowing it to respond quickly to market demands compared to traditional brands [12]. Group 5: Future Challenges and Goals - To become a top international brand, Haier recognizes the need for deep user engagement and brand loyalty [14]. - The company aims to strengthen its brand positioning and develop mid-to-high-end products as part of its long-term strategy [14]. - Haier's commitment to a "In Thailand, For Thailand" approach underscores its focus on local market integration and sustainability [14].

12月26日，由金融界主办的"启航·2025金融年会"系列活动在北京成功举办。作为年会重磅环节之一，"启航·2025上市公司高质量发展年会"以"穿越周期，韧 性成长"为主题，来自监管部门、行业协会、金融机构等相关领导和重磅嘉宾，以及来自200余家上市公司的优秀企业代表齐聚一堂，共话发展路径，为资本 市场高质量发展赋能，为中国式现代化建设注入持久动能。 当日，2025第十四届金融界"金智奖"年度评选也同步揭晓。该奖项旨在引导上市公司聚焦主业、持续创新、践行社会责任，推动资本向优质企业集聚，海尔 智家、利亚德、金龙鱼、东鹏饮料等140余家企业从超8000家A股、港股和中概股企业中脱颖而出，成为高质量发展典范。 海尔智家副总裁、数字化转型总经理兼首席数字官孙丹凤 她坦言，当前智能家电仍缺少"大脑、双手、眼睛"三大器官，即物理世界感知能力、主动决策与泛化操作能力，这是实现无人家务的关键突破点。对此，海 尔智家已规划三步走战略：第一步已实现家电自动化互联与基础智能操作，达成设备之间的智慧联动；第二步，海尔智家已于2025年初推出"AI之眼"技术， 推动家务向"无人化"迈进，让智慧生活从"被动响应"升级为"主动关怀"，为 ...

南方财经 21世纪经济报道记者赖镇桃、和佳泰国曼谷报道 "2026冷年全力冲击600万套"！ 甫一走进美的在泰国春武里的空调工厂，厂区门口的红色立牌率先映入眼帘，中文字下还印着泰文。3-6月份通常是空调生产的 旺季，但因为泰国工厂相当比例的产品要发往美国，算上海运的时间，年底的工厂就已是一片繁忙——工人们站在流水线一刻 不停地做着分拣、焊接、拼装、装箱工作，设备运转的声音几乎淹没人声，只有头顶不时响起泰文播报的质检结果。 和刻板印象中东南亚人行事散逸不同，工厂里的员工工作时还带点一丝不苟。"我们工厂的本土员工占比已经达到98%以上，有 泰国人，也有周边国家过来的。当然，生产效率还有提高的空间，来这边的家电企业都会面临同样的处境。"美的家用空调泰国 工厂总经理李鹏在忙季只能抽身几分钟向21世纪经济报道记者讲解。 （美的泰国空调工厂里繁忙的工人，拍摄/赖镇桃） 海外市场接近撑起美的营收的半壁江山。美的2025年的三季报显示，公司今年前三季度实现营业收入3630.57亿元，其中，海外 OBM（自有品牌）收入大幅提升，占TO C业务的比例提升至45%以上。 另一大家电巨头海尔，海外市场的占比已经过半。财报显示，202 ...

Group 1: Domestic Demand and Market Outlook - The home appliance sector is expected to show a "high first half and stable second half" trend in 2025, driven by policy continuation and consumption peaks [1] - In the first three quarters of 2025, air conditioner shipments increased by 8.4%, refrigerators by 2.4%, and washing machines by 4.1% year-on-year [1][13] - For 2026, the continuation of subsidies is anticipated to mitigate the impact of high base effects and demand pull-forward, with projected declines in overall appliance sales of -4% to -7.3% under various subsidy scenarios [1][16][19] Group 2: Export Performance and Global Market Trends - Home appliance exports have slowed down due to tariff policies and global supply chain adjustments, but still show resilience and structural highlights [2] - In 2025, the export growth rate for air conditioners is expected to be weaker than that of washing machines and refrigerators, primarily due to adverse weather conditions affecting overseas demand [2][39] - The U.S. market is projected to benefit from a rate cut, which may enhance demand for home appliances, while the European market is expected to maintain a slow recovery [42][44][50] Group 3: Investment Themes - The narrative in the black appliance sector is shifting from "market share chasing" to "profit and pricing power," with Chinese brands like Hisense and TCL expected to convert market share into higher profits [3][55] - White appliances are seen as having strong growth potential due to their historical resilience through cycles, with leading brands like Midea and Haier expected to maintain stable growth and generous dividends [3][83] - The global competition in new consumer products, particularly in smart imaging and robotic vacuum cleaners, is expected to favor Chinese brands, highlighting their competitive advantages [3] Group 4: Financial Metrics and Valuation - As of December 22, 2025, the home appliance sector's PE TTM is 16.27 times, remaining below the 10-year average of 32.8% [7] - The white appliance segment's current PE is 11.22, while black appliances stand at 25.94, indicating varying levels of market valuation [9] - The home appliance sector has seen a decline in public fund holdings, with a heavy allocation of only 2.46% in Q3 2025, reflecting concerns over demand in 2026 [9]