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

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) | 202 ...

Core Insights - The article highlights the digital transformation of Haier Smart Home, which has improved user experience by providing a seamless service process for home appliances, moving away from fragmented interactions with third-party platforms and customer service [1][6]. Group 1: Digital Transformation - Haier Smart Home's app has undergone significant upgrades, allowing users to track logistics orders, manage all categories of home appliances, and receive reminders for consumables and cleaning through a single platform [1][6]. - The app features a 3D home view using digital twin technology, enabling users to easily locate and control devices in a virtual environment, enhancing user interaction with smart appliances [6]. Group 2: Enhanced Service Efficiency - The upgraded app includes real-time logistics tracking, allowing users to view the location and status of their orders, similar to food delivery services, and supports self-service options for rescheduling [6]. - The app's AI self-diagnosis feature monitors device performance and allows users to report issues directly, enabling service personnel to arrive with the necessary parts, thus reducing the need for multiple service visits [9]. Group 3: User-Centric Innovations - The integration of an AI voice assistant named "Xiao You" simplifies the process of consulting, reporting issues, and scheduling services, significantly improving operational efficiency for users [9]. - The comprehensive lifecycle service upgrades address common user pain points, such as reducing the need for phone calls and ensuring timely maintenance of appliances, thereby enhancing overall customer satisfaction and solidifying Haier's position in the digital transformation of the industry [9].

Summary of Haier Smart Home Conference Call Company Overview - **Company**: Haier Smart Home - **Industry**: Home Appliances Key Points Revenue and Profit Growth Expectations - Haier Smart Home anticipates overall revenue growth in the mid to high single digits for 2026, with profit expected to grow in double digits and profit margins to improve steadily [2][22] - Domestic market targets mid to high single-digit revenue growth, while overseas markets are expected to maintain high single-digit growth trends, with improvements anticipated in the U.S. market [2][22] Domestic Market Performance - In Q4 2025, domestic revenue growth slowed to flat from 8%-10% in previous quarters, with specific categories like refrigerators and washing machines showing slight declines, while air conditioning maintained high single-digit growth [3][22] - For 2026, the company aims for overall domestic revenue growth in the mid-single digits, with refrigerators and washing machines expected to grow in the mid to low single digits, and air conditioning aiming for high single-digit to double-digit growth [4][22] Overseas Market Performance - The overseas market is projected to maintain high single-digit revenue growth in 2026, with North America expected to achieve mid to low single-digit growth, Europe’s white goods business to continue high single-digit growth, and emerging markets in South Asia, Southeast Asia, and the Middle East and Africa expected to see double-digit growth [9][22] Impact of CCR Acquisition - Following the acquisition of CCR, it is expected to contribute profits to Haier Smart Home's overall overseas business starting in 2026, with an initial small single-digit operating profit margin anticipated [10][22] Cost Management and Raw Material Strategies - The company is addressing raw material price fluctuations through product structure adjustments, procurement cycles, and collaboration with upstream suppliers to maintain stable gross margins [7][22] - The application of aluminum instead of copper technology is being approached cautiously, as consumer acceptance may take time [7][22] Digital Transformation Initiatives - Haier Smart Home is advancing its digital transformation, focusing on enhancing dealer retail capabilities and optimizing a nationwide inventory system to improve operational efficiency and reduce sales and management expense ratios by 0.2-0.3 percentage points [3][19][22] Capital Expenditure Plans - The annual capital expenditure budget is maintained at approximately 8 to 10 billion RMB, primarily for domestic and international capacity expansion, including a new washing machine factory in the U.S. and increased production capacity for air conditioning in emerging markets [16][22] Product Strategy and Market Share - The company plans to streamline its SKU count and develop blockbuster products across various price segments to enhance market share and profitability [13][22] - The air conditioning business is expected to achieve mid to high single-digit to double-digit revenue growth, with profit growth slightly outpacing revenue growth due to supply chain optimization and product structure adjustments [18][22] Shareholder Returns - The A-share buyback budget is approximately 1 to 1.5 billion RMB annually, primarily for employee stock ownership plans, while the Hong Kong stock buyback averages about 200 million HKD annually, with all shares being canceled [21][22] Overall Performance Guidance - The company aims for mid to high single-digit revenue growth and double-digit profit growth in 2026, with a focus on creating blockbuster products to capture market share [22]

于2026年1月26日，该公司斥资10.49万欧元回购5万股股份，每股回购价2.0965-2.1欧元。 海尔智家（600690）(06690)发布公告，于2026年1月27日，该公司斥资人民币153.54万元回购6万股A股 股份，每股回购价人民币25.59元。 ...

格隆汇1月27日丨海尔智家(06690.HK)公告，1月27日耗资153.5万元回购6万股A股。 ...

于2026年1月26日，该公司斥资10.49万欧元回购5万股股份，每股回购价2.0965-2.1欧元。 智通财经APP讯，海尔智家(06690)发布公告，于2026年1月27日，该公司斥资人民币153.54万元回购6万 股A股股份，每股回购价人民币25.59元。 ...

公司名稱： 海爾智家股份有限公司 呈交日期： 2026年1月27日 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 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 ...

Core Insights - The traditional growth logic of "price for volume" is becoming unsustainable as market growth slows and consumer behavior becomes more rational, prompting leading brands to focus on technological innovation and strategic transformation in the home appliance industry [1] Group 1: Industry Trends - Key trends reshaping the home appliance industry include AI empowerment, health concepts, high-end positioning, and cross-industry integration [1] - The current monitoring period shows that Midea, GREE, and Panasonic lead the heat index rankings with scores of 1.92, 1.71, and 1.68 respectively [2][3] Group 2: Technological Innovations - Midea has launched a new dual-air outlet central air conditioning system aimed at providing a revolutionary user experience, while GREE focuses on AI and energy-saving technologies with its new product lines [4] - Haier emphasizes comprehensive air solutions and has introduced several innovative products, including the industry's first AI air conditioning group standard [4] Group 3: Strategic Transformations - The slowdown in industry growth has led brands to pursue high-end and cross-industry strategies for counter-cyclical growth, as seen with Skyworth's significant revenue increase driven by its new energy business [5] - High-end brands like Casarte have shown resilience, achieving positive growth in a challenging market, highlighting the importance of differentiated competitive strategies [5]

MELBOURNE, Austrálie, 27. ledna 2026 /PRNewswire/ – Haier, svtová jednika mezi znakami domácÃch spotebi, pokrauje v roce 2026 ve své strategické spolupráci s Australian Open (AO) a zazáà na jedné z nejprestižnjÅ¡Ãch sportovnÃch scén svta. Návratem do Melbourne Parku Haier oživuje atmosféru turnaje, propojuje Å¡pikový sportovnà výkon s pesnostà chytré domácnosti a poskytuje fanouškm po celém svt zážitek Zero Distance. Letos Haier svou pÃtomnostà pekrauje rámec tradinÃho brandingu a promuje kurt v dynamickou ...