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 呈交日期： 2025年4月10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（不包括庫存股 ...

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 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Haier Smart Home Co., Ltd.* 海爾智家股份有限公司 （於中華人民共和國註冊成立之股份有限公司） 股份代號：6690 海外監管公告 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條由海爾智家股份 有限公司作出。 以下公告的中文版本已於上海證券交易所網站(www.sse.com.cn)刊登，僅供參閱。 特此公告。 承董事會命 海爾智家股份有限公司 董事長 李華剛 中國青島 2025年4月9日 於本公告日期，本公司執行董事為李華剛先生及宮偉先生；非執行董事為俞漢度先 生、李錦芬女士及邵新智女士；及獨立非執行董事為錢大群先生、王克勤先生、李 世鵬先生及吳琪先生。 * 僅供識別 股票简称：海尔智家 股票代码：600690 编号：临 2025-024 海尔智家股份有限公司 关于回购 A 股股份进展暨取得融资承诺函的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 ...

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) | 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（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年4月8日 | 6,193,151,125 | | 61,349,970 | | 6,254,501,095 | | 1). 購回股份 (股份被持作庫存股份) | ...

股票简称：海尔智家 股票代码：600690 编号：临 2025-024 海尔智家股份有限公司 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 规定，现将公司回购股份进展情况公告如下： 2025 年 4 月 8 日至 2025 年 4 月 9 日，公司通过集中竞价交易方式已累计回 购 A 股股份 1,630,100 股，占公司总股本的比例为 0.017%，购买的最高价为 24.73 元/股、最低价为 24.02 元/股，支付的金额为 39,747,858.00 元；本次回购实施起 始日（2025 年 4 月 7 日）至 2025 年 4 月 9 日，公司已累计回购股份 2,240,100 股，占公司总股本的比例为 0.024%，购买的最高价为 24.73 元/股、最低价为 23.60 元/股，支付的金额为 54,227,312.00 元。 上述回购符合相关法律法规规定及公司回购股份方案的要求。 二、 《融资承诺函》主要内容 关于回购 A 股股份进展暨取得融资承诺函的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承 ...

Investment Rating - The report indicates a positive investment outlook for companies with strong domestic sales and flexible supply chains, particularly Haier and Hisense [2][9][10]. Core Insights - The impact of U.S. tariffs on Chinese home appliance companies varies significantly, with some companies like Haier benefiting from higher local production capacity [2][12]. - Chinese home appliance firms are leveraging their supply chain stability and scale advantages to maintain competitiveness despite tariff-induced price increases [6][15]. - The long-term changes in tariff policies are expected to reshape the competitive landscape of the home appliance industry, favoring larger companies with resilient production capabilities [15]. Summary by Sections U.S. Market Exposure - Midea's revenue from the U.S. market is approximately 20% of its total export revenue, while Haier's is close to 60%, with a significant portion sourced from local suppliers [2]. - Gree has minimal exposure to the U.S. market, with only about 2% of its revenue coming from there [2]. - Hisense's revenue from the U.S. market is around 10%-20%, primarily sourced from Mexico [2]. Strategies to Mitigate Tariff Impact - Companies are adopting various strategies such as price increases and shifting production to Southeast Asia to mitigate tariff impacts [4][15]. - Major OEMs like Dechang and Xinbao are relocating factories to countries like Vietnam and Indonesia to reduce tariff exposure [3][4]. Consumer Impact - The additional costs from tariffs will ultimately be passed on to U.S. consumers, leading to higher product prices and potential economic pressure [5][6]. Competitive Advantages - Haier's higher local production in the U.S. provides a competitive edge over rivals like Samsung and Electrolux [12]. - Hisense's production in Mexico allows it to effectively cover the U.S. market, potentially increasing market share despite overall demand decline [11]. Companies with Strong Domestic Market Focus - Gree Electric is well-positioned due to its low export ratio and strong domestic sales, which are less affected by U.S. tariffs [9]. - Other companies like Supor and Boss Electric also show resilience due to high domestic sales and cash dividend rates [9]. Future Areas of Interest - The report suggests monitoring the kitchen appliance sector and companies with global production capabilities that can adapt to tariff changes, such as Hisense [10].

Group 1: Hong Kong Monetary Authority and Banking Sector Support - The Hong Kong Monetary Authority and the banking sector have launched new measures to support financing and upgrading for small and medium-sized enterprises (SMEs) [1] - Since last year, 39,000 enterprises have benefited, with a total credit limit exceeding 95 billion HKD [1] - The targeted support for various industries enhances economic resilience and presents investment opportunities in policy-supported sectors [1] Group 2: Great Wall Motors and Yushu Technology Collaboration - Great Wall Motors has signed a strategic cooperation agreement with Yushu Technology to collaborate in robotics and smart manufacturing [2] - The focus will be on humanoid and quadruped robot technology, as well as intelligent control systems, with initial exploration of "off-road vehicle + robotic dog" applications [2] - This partnership is expected to drive innovation and growth opportunities in the smart transportation and robotics sectors [2] Group 3: Midea Group Share Buyback Plan - Midea Group announced a plan to repurchase A-shares worth between 1.5 billion to 3 billion CNY, aimed at employee stock ownership and incentives [3] - The expected repurchase volume is between 15 million to 30 million shares over a 12-month period [3] - This buyback plan reflects the company's confidence in its value and is likely to positively impact shareholder returns and market sentiment [3] Group 4: Haier Smart Home Executive Share Purchase - Executives at Haier Smart Home plan to voluntarily increase their shareholding by an amount between 20.85 million to 41.7 million CNY over the next six months [4] - The share purchase will be conducted through trading systems of the Shanghai Stock Exchange and Hong Kong Stock Exchange without a price range [4] - This action indicates confidence in the company's future prospects and may boost market sentiment [4] Group 5: Hong Kong Stock Exchange Sanctions on Landsea Holdings - The Hong Kong Stock Exchange has reprimanded Landsea Holdings and its chairman Liu Yuhui for violating listing rules [5] - Liu is required to complete 20 hours of training on regulatory and legal issues within 90 days, covering topics such as director responsibilities and corporate governance [5] - This emphasizes the importance of corporate governance and compliance, which could positively influence the company's future operations and stock stability [5] Group 6: Hong Kong Stock Market Performance - The Hang Seng Index closed at 20,127.68, with a gain of 1.51% on April 8 [6] - The Hang Seng Tech Index rose by 3.79%, closing at 4,568.38 [6] - The National Enterprises Index increased by 2.31%, reaching 7,430.62 [6]

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4月8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 ...

【今日要闻】 微软否认停止在华运营 4月7日消息，网上流出内部邮件曝光，微软外包公司停止中国区运营，裁撤约2000人团队。对于猜测是否牵涉微软将停止在中国运营，一位微软发言人回 应，该信息不实，并表示"有关微创Wicresoft公司的业务和运营的任何问题应直接向他们咨询"。据了解，裁员公司为上海微创软件股份有限公司 （Wicresoft），为前微软中国公司总裁唐骏参与设立的外包公司，和微软有部分业务合作，与微软中国并无直接联系。（智通财经） 宁德时代回应收购蔚来能源 4月7日有消息称，宁德时代正与蔚来汽车进行谈判，拟收购蔚来旗下充换电业务蔚来能源的控股权，蔚来能源拥有超3000座换电站。对此，宁德时代相关人 士表示："目前没有更多公开信息。"蔚来方面暂未给出回应。（第一财经） 【企业热点】 斥资36亿，OpenAI考虑收购苹果前设计总监的AI公司 据The Information援引知情人士透露，OpenAI近几周曾讨论以不低于5亿美元（约合人民币36.41亿元）的价格，收购由OpenAI CEO 萨姆·奥特曼（Sam Altman）与前苹果首席设计官乔纳森·伊夫（Jony Ive）合作成立的AI公司。据媒体 ...

Core Viewpoint - Haier Smart Home's management plans to increase their shareholding in the company, reflecting confidence in its future development and long-term investment value [1]. Group 1: Shareholding Increase Plan - The board and senior management of Haier Smart Home intend to voluntarily increase their shareholding using personal funds, with a total planned investment between 20.85 million and 41.7 million yuan [1]. - The increase will be executed through the Shanghai Stock Exchange and Hong Kong Stock Exchange, with no specific price range set for the purchases [1]. - The implementation period for this shareholding increase is six months from the announcement date [1]. Group 2: Management Involved - The individuals involved in the shareholding increase include Chairman and President Li Huagang, Vice Presidents Gong Wei, Huang Xiaowu, Zhao Nafu, Wu Yong, Guan Jiangyong, Song Yujun, and Li Yang, as well as Board Secretary Liu Xiaomei [2][3]. Group 3: Market Context and Financial Performance - On April 7, Haier Smart Home's A and H shares experienced significant declines, with A shares hitting a 10% limit down and H shares dropping by 13.45% [4]. - Year-to-date, Haier Smart Home's A shares have decreased by 17.18%, while H shares have fallen by 27.93% [4]. - For the fiscal year 2024, Haier Smart Home reported a revenue of 285.981 billion yuan, a year-on-year increase of 4.29%, and a net profit of 18.74 billion yuan, up 12.92%, both reaching historical highs [4].

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 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Haier Smart Home Co., Ltd.* 海爾智家股份有限公司 （於中華人民共和國註冊成立之股份有限公司） 股份代號：6690 自願性公告 董事、高級管理人員自願增持公司股份計劃 本公告乃由海爾智家股份有限公司（「公司」或「本公司」）自願作出。 一、增持主體的基本情況 | 序號 | 增持主體 | 職務 | | --- | --- | --- | | 1 | 李華剛 | 董事長、總裁 | | 2 | 宮偉 | 董事、副總裁、財務總監 | | 3 | 黃曉武 | 副總裁 | | 4 | 趙弇鋒 | 副總裁 | | 5 | 吳勇 | 副總裁 | | 6 | 管江勇 | 副總裁 | | 7 | 宋玉軍 | 副總裁 | | 8 | 李洋 | 副總裁 | | 9 | 劉曉梅 | 董事會秘書 | – 1 – 上述增持主體在本次公告之前十二個月內均未披露過增持計劃。 二、本次增持計劃的主要內容 （一）本次 ...