FF301 公司名稱: 海爾智家股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600690 | 說明 | | 普通股- A股面值每股人民幣1元 (於上海證券交易所上市) | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,254,501,095 | RMB | | 1 RMB | | 6,254,501,095 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 6,254,501,095 | RMB | | 1 RMB | | 6,254,501,095 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | | --- ...

每经AI快讯，海尔智家12月1日晚间发布公告称，2025年11月当月，公司通过集中竞价交易方式已累计 回购A股（下同）股份42万股，占公司总股本的比例为0.004%，购买的最高价为27.53元/股、最低价为 26.82元/股，支付的金额约为1136万元；本次回购实施起始日（2025年4月7日）至2025年11月底，公司 已累计回购股份约4090万股，占公司总股本的比例为0.436%，购买的最高价为27.53元/股、最低价为 23.6元/股，支付的金额约为10.28亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ ...

证券代码：600690 证券简称：海尔智家 公告编号：临 2025-070 海尔智家股份有限公司 关于以集中竞价交易方式回购 A 股股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/3/28，由董事会提议 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 3 月 28 3 | 日~2026 | 年 | 月 | 27 日 | | 预计回购金额 | 100,000万元~200,000万元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 40,902,500股 | | | | | | 累计已回购股数占总股本比例 | 0.436% | | | | | | 累计已回购金额 | 1,028,188,547.24元 | | | | | ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇12月1日丨海尔智家(600690.SH)公布,2025年11月当月，公司通过集中竞价交易方式已累计回购A 股股份42万股，占公司总股本的比例为0.004%，购买的最高价为27.53元/股、最低价为26.82元/股，支 付的金额为1136.44万元；本次回购实施起始日（2025年4月7日）至2025年11月底，公司已累计回购股 份4090.25万股，占公司总股本的比例为0.436%，购买的最高价为27.53元/股、最低价为23.60元/股，支 付的金额为10.28亿元。 ...

智慧养老的下一站：从"机器智能"到"无感关怀" 当前，智慧养老已成为行业共识，但许多所谓"智能"产品对老年人而言却意味着高昂的学习成本和复杂 的操作门槛。真正的适老科技，不应是让老人去追赶技术，而是让技术温柔地融入生活。 在杭州，建于80年代的古荡新村，是许多老年人安度晚年的家。然而，老房子固有的设施陈旧、行动不 便等安全隐患，却让"原居安老"的美好愿望面临现实挑战。古荡新村的困境，正是当下中国迈入中度老 龄化社会的一个缩影——目前我国60岁及以上老年人占22%，而全国养老机构床位空置率却长期在50% 左右。我们不得不正视一个问题：如何让普通家庭真正成为适合老年人生活的安全港湾？ 答案，或许正藏在2025浙江省"好房子"展的海尔智慧家庭展区中。同样是1:1复刻自古荡新村的65平米 老旧户型，却在海尔智慧家庭适老化解决方案的赋能下，完成了一场从"被动居住"到"主动照顾"的暖心 蜕变。 其次，这一模式重新定义了适老化改造的价值主张。传统改造注重"安全"这一基本需求，而海尔智慧家 庭的方案在保障安全的基础上，进一步满足了老年人对尊严、便利和品质生活的深层需求。可升降的茶 几、隐藏式陪护床等设计，让小空间也能从容应对 ...

拿市场服务体系变革来说，以前用户从经销商那里购买产品，物流送到用户家后，售后才会联系用户预 约安装，整个过程货到哪了，用户不知道，要去问客服，客服再去问物流、售后，信息链路长且不可 视。而从ToB到全面ToC后，商品可以直达用户，送装同步且在平台上全流程可视，不仅保障了时效， 还提升了用户满意度。截至2025前三季度，区县专卖店已有74%的商品直达用户。 同时，商品直达用户也减少了客户的资金及仓储压力，提升了货物的周转效率，降低了运营成本。客户 还可以拿出更多地时间来找用户。 近日，中国上市公司协会第三届理事会第六次会议在北京召开。会上，海尔智家（600690）作为行业唯 一代表，分享了其发展新质生产力的实践。海尔智家董事长兼总裁李华刚表示："我们发展新质生产 力，就必须以用户为中心建开放共赢的平台。简单来说，就是从'自上而下'的管理体系，转化成'自下而 上'的服务体系。" 也就是说海尔智家要以用户为中心进行全面变革：从制造分销型企业转型为服务平台型企业。这就要求 海尔智家从市场体系到服务体系，再到管理体系进行全面变革，最终与用户建立永久的联系。 轻资产运营的模式也让海尔智家吸引了更多客户。海尔智家最新202 ...

Core Viewpoint - Chinese cold chain appliance companies are intensifying investments in Indonesia, establishing production bases to tap into the Southeast Asian market, driven by favorable market conditions and strategic positioning [1][4]. Group 1: Company Investments - Qingdao Hairong Commercial Cold Chain Co., Ltd. has opened its first overseas production base in Indonesia with a total investment of 467 million RMB, covering over 70,000 square meters [1]. - Haier Smart Home has laid the foundation for its Indonesian refrigerator base, planning an annual production capacity of 1 million units, focusing on customized products for local families and commercial storage [2]. - Aucma has initiated a phased construction approach for its Indonesian smart manufacturing plant, with a planned annual capacity of 500,000 refrigerators, aiming for comprehensive coverage of household and commercial cold chain needs [3]. Group 2: Market Insights - Indonesia's dense population and high temperatures create strong demand for cold chain equipment, with a projected annual market growth rate exceeding 15% [6]. - The cold chain infrastructure in Southeast Asia is still developing, with commercial cold chain penetration below 30%, indicating significant market opportunities for companies [6]. - Localized production strategies are being employed by companies to enhance service response times and reduce delivery cycles by over 30% [2]. Group 3: Strategic Considerations - The shift from "product export" to "industry and brand export" marks a critical transition for Chinese home appliance companies, with a focus on local market integration [5]. - Companies are leveraging Indonesia's favorable investment policies and political stability to mitigate international trade risks and enhance supply chain resilience [4][5]. - The establishment of manufacturing bases in Indonesia is seen as a strategic move to transform the country from a cold chain product importer to a manufacturing hub [3]. Group 4: Competitive Landscape - As Chinese cold chain appliance companies expand their capacities, they face increasing competition from international brands like Samsung and LG, necessitating continuous innovation and localized operations to maintain market share [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600690 证券简称：海尔智家 公告编号：临2025-069 海尔智家股份有限公司 关于召开2025年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025年12月8日 （星期一） 16:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于本公告披露日至2025年12月5日（星期五）16:00前通过公司邮箱finance@haier.com进行提 问，或于2025年12月1日（星期一）至12月5日（星期五）16:00前登录上证路演中心网站首页点击"提问 预征集"栏目进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 海尔智家股份有限公司（以下简称"公司"）已于2025年10月31日发布公司2025年第三季度报告，为便于 广大投资者更全面深入地了解公司2025年第三季度经营成果、财务 ...

Core Viewpoint - Haier Smart Home has maintained strong growth in revenue and profit, achieving double-digit growth in the first three quarters of 2025 despite challenges in the global home appliance industry [2][7]. Group 1: Brand Strategy - Haier Smart Home employs a multi-brand strategy tailored to different regions, with key brands like Haier, Casarte, Leader, and Fisher & Paykel in China, and GE Appliances in North America, allowing for market share leadership [2][7]. - The company has established a strong presence in various markets, such as being the top home appliance company in North America and holding the largest market share in white goods among Chinese companies in Europe [2][7]. Group 2: Collaborative Synergy - Haier Smart Home has successfully achieved a "1+1>2" synergy effect through global R&D and supply chain collaboration, mitigating potential resource dispersion and internal competition [4][5]. - The company has built a global digital R&D platform that allows brands to share core technologies while innovating for local markets, significantly reducing R&D costs and accelerating the commercialization of innovative technologies [4][5]. Group 3: Localization and Supply Chain - Localized R&D is a core advantage, with products like the X11 washing machine designed to meet European energy efficiency standards, utilizing a global collaborative approach for design and technology [5]. - Haier Smart Home has established a dual-track global supply chain system, with 35 industrial parks and 163 manufacturing centers worldwide, facilitating a self-circulating system that supports both domestic and international operations [5]. Group 4: Financial Performance - The company's overseas revenue grew by 10.5% year-on-year in the first three quarters of 2025, with strong growth in markets such as Europe, South Asia, Southeast Asia, and the Middle East and Africa, demonstrating the effectiveness of its multi-brand strategy [7].

Core Insights - Haier Smart Home has achieved double-digit growth in net profit attributable to shareholders for five consecutive years, making it the only company in the home appliance industry to do so, while only 72 companies in the entire A-share market have maintained such growth, representing just 1.32% of listed companies [1][2] Group 1: Market Transformation - The company has implemented a comprehensive transformation of its market system through deepening digital inventory changes, achieving a total inventory control (TOC) model, with 74% of products in county specialty stores delivered directly to users in the first three quarters [1] - This direct delivery model reduces financial and storage pressures for the company, enhances turnover efficiency, and lowers operational costs, leading to a light asset operation [1] Group 2: Service Transformation - Haier Smart Home has established a user lifecycle closed-loop platform, allowing for real-time responses to user needs and enabling precise services [2] Group 3: Management Transformation - The management platform, born from user demands, has improved management efficiency, aiming to establish a permanent connection with users through smart home solutions [2] - The company has over 13 million active users on its domestic San Yi Niao platform, more than 6 million users on the Smart HQ platform in the U.S., and over 10 million registered users on the hOn platform in Europe [2]