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： 2026年1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 | A 股份類別 | | 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 ...

凭借优秀的ESG实践，海尔智家获得了外界的广泛认可。在机构ESG评级中，海尔智家的MSCI、路孚 特、华证指数评级均为国内行业最高；在媒体ESG奖项中，海尔智家在《财富》中国ESG影响力榜、央 视中国ESG上市公司先锋100等榜单上均为行业榜首。 1月30日，由联合国全球领导力与ESG发展中心主办的"ESG产业赋能全球青年可持续发展使命圆桌会 议"在北京举行。会上，海尔智家与联合国全球领导力与ESG发展中心签署战略合作协议，成为首批加 入"跨国公司ESG全球青年可持续职业成长计划"的企业之一。同时，海尔智家副总裁、首席可持续发展 官黄晓武被授予"联合国青年可持续职业发展计划"高级导师。 海尔智家之所以能成为首批战略合作伙伴，离不开其在ESG领域的持续深耕。尤其是在绿色发展上，海 尔智家建立了全球碳管理体系，成为国内行业头部企业中首个"承诺不晚于2050年实现全球运营碳中 和"的企业，这为青年可持续人才的培养提供了实践基础。 据了解，该计划致力于落实联合国"2030青年发展议程"，借助联合国全球资源与影响力，跨国公司全球 发展资源网络及践行社会责任能力，共同致力于为大学生或青年提供全球实习机会与职业训练的能力建 ...

Summary of Conference Call for Haier Smart Home Company Overview - **Company**: Haier Smart Home - **Industry**: Home Appliances Key Points 1. Recent Performance - Haier reported a small single-digit growth globally in December and Q4, with domestic performance being weaker and overseas performance slightly better [2][3] - The company is focusing on efficiency and user experience improvements for 2025 [2] 2. Product and Market Strategy - Emphasis on enhancing product strength, digital inventory, and marketing transformation [3] - The operational efficiency is described as stable, with a focus on brand upgrading and market strength [3] 3. Air Conditioning Segment - For 2026, the internal target for air conditioning revenue is set for double-digit growth, with a strong performance in installation services showing over 30% growth in 2025 [4][7] - The company plans to manage raw material cost increases through hedging and operational efficiencies [5][6] 4. Casarte Brand Performance - Casarte is expected to achieve double-digit growth in 2025, with high internal targets for 2026 [7][9] - The brand is focusing on product upgrades and expanding its urban experience centers to enhance channel effectiveness [8] 5. Domestic Market Dynamics - The company will not engage in price wars but will focus on enhancing its competitive strength [10][11] - The domestic market is facing pressure, with a noted decline in the industry [11] 6. North American Market Outlook - The North American market is expected to perform better than the industry average in 2026, with ongoing adjustments to supply chains to mitigate tariff impacts [11][12] - Profitability in North America is projected to improve compared to 2025 [13] 7. European Market Expectations - Positive feedback from internal assessments suggests improved efficiency and product pricing in Europe for 2026 [14][15] 8. Emerging Markets Growth - Emerging markets, particularly in Southeast Asia, are expected to maintain over 20% growth in 2025, with a target of triple-digit growth for 2026 [16][17] - The company is enhancing local management capabilities and product support in these regions [17][18] 9. Cost Reduction Initiatives - Digital transformation and supply chain cost reductions are ongoing, with expectations for continued improvements in profit margins [19][20] 10. Capital Expenditure Plans - Capital expenditure for 2026 is expected to be slightly higher than in 2025, with a focus on overseas supply chain development [22] 11. Dividend Policy - The company aims for a stable increase in dividends, targeting over 50% for the upcoming year [23] 12. 2026 Financial Guidance - Revenue growth is projected to be in the mid-single digits, with profit growth expected to be in the high single digits to low double digits [25] 13. Overall Company Outlook - Haier Smart Home is characterized as a stable and responsible leader in the home appliance sector, with a favorable valuation compared to historical levels [27] Additional Notes - The conference highlighted the company's commitment to maintaining growth and efficiency while navigating market challenges and opportunities [26][28]

当前，人工智能正重塑制造业格局。在这一进程中，AI数字工厂作为智能制造的核心载体，已成为推 动企业质量变革、效率变革的关键力量。作为国内智能制造领域的引领者，海尔智家始终以智慧家庭战 略为导向，依托数字化、智能化等核心能力，积极部署和应用AI智能体技术，推动AI数字工厂建设， 并不断收获行业认可。 此次海尔智家成功入选背后，离不开AI智能体技术与工厂智能制造实践的深度融合。针对制造企业各 环节系统独立运行、数据标准不一、产线换线效率低等问题，海尔胶州中央空调互联工厂以"AI技术贯 穿制造全流程、数字孪生重构生产场景、绿色低碳引领可持续发展"为核心，基于AI大模型与数字孪生 等技术，打造出适用于不同工艺的AI智能体，不仅实现生产效率与产品质量的提升，更构建起"用户交 互-高端制造-绿色低碳"三位一体的AI智能制造生态，为行业树立技术融合与可持续发展的标杆。 以生产环节为例，工厂将AI技术深度融入生产系统，实现定制化与效率的双重突破。通过搭建APS AI 智能体，整合订单优先级、设备产能、物料库存等12类数据，工厂达成"分钟级"排产优化，多联机定制 订单换线时间从30分钟缩短至5分钟，订单响应周期压缩至7天。总装 ...

相关事件 格隆汇1月29日丨海尔智家(06690.HK)公告，1月29日耗资2060万元回购80.7万股A股。 海尔智家(06690.HK)1月29日耗资2060万元回购80.7万股A股 海尔智家(06690.HK)1月28日耗资654万元回 购26万股A股 ...

智通财经APP讯，海尔智家(06690)发布公告，于2026年1月29日，该公司斥资人民币2060.12万元回购 80.7万股A股。 ...

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： 2026年1月29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 。 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 | A 股份類別 | | 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 ...

Core Insights - The article highlights the upgrade of Haier Smart Home's APP with an "AI self-diagnosis" feature, addressing common pain points in after-sales service for home appliances [1][3] Group 1: Traditional Repair Process Challenges - Consumers face a cumbersome and uncertain repair process, often requiring multiple communications to describe issues accurately [3] - The traditional model leads to delays, as technicians may need to schedule additional visits for parts replacement after initial diagnostics [3] Group 2: AI Self-Diagnosis Feature - The upgraded APP allows users to bind their devices, enabling real-time monitoring of appliance health [3] - The system initiates an intelligent self-check when abnormalities are detected, guiding users through simple troubleshooting steps [3] - Many false alarms can be resolved during this self-check phase, enhancing user experience [3] Group 3: Improved Service Efficiency - If repair is necessary, users can submit a service request with one click, streamlining the process [3] - Technicians receive precise fault codes before arriving, allowing them to bring necessary parts and complete repairs in one visit [3] - This proactive approach significantly reduces user wait times and marks a shift towards "intelligent" after-sales service in smart home solutions [3]

于2026年1月27日该公司斥资11.29万欧元回购5.4万股，回购价格为每股2.0865-2.0935欧元。 海尔智家（600690）(06690)发布公告，于2026年1月28日该公司斥资人民币653.97万元回购26万股A 股，回购价格为每股人民币25.08-25.20元。 ...

于2026年1月27日该公司斥资11.29万欧元回购5.4万股，回购价格为每股2.0865-2.0935欧元。 智通财经APP讯，海尔智家(06690)发布公告，于2026年1月28日该公司斥资人民币653.97万元回购26万 股A股，回购价格为每股人民币25.08-25.20元。 ...