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。 特别提示： ● 海尔智家股份有限公司（以下简称"公司"或"海尔智家"）本次注销部分回购股份1,472,684股，占注销 前总股本的0.016%。本次部分回购股份注销完成后，公司总股本将由9,380,463,334股变更为 9,378,990,650股。 ● 本次回购股份注销事宜将于2025年12月5日办理完成，本次回购股份注销手续符合法律法规相关要 求。 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2025-071 海尔智家股份有限公司 关于部分回购股份注销完成暨股份变动的公告 本次部分回购股份注销事宜将于2025年12月5日办理完成，本次部分回购股份注销手续符合法律法规相 关要求。 三、本次部分回购股份注销后公司股本变动情况 一、回购股份的基本情况 海尔智家股份有限公司（简称"公司"）于2022年3月30日召开第十届董事会第二十七次会议，审议通过 了《海尔智家股份有限公司关于回购部分A股社会公众股份方案的议案》（简称 ...

海尔智家（600690）(06690)发布公告，于2025年12月4日该公司斥资1088.32万港元回购40万股，回购价 格为每股27.08-27.3港元。 ...

FF305 FF305 第 2 頁 共 7 頁 v 1.3.0 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4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 | H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06690 | 說明 | 普通股- H股面值每股人民幣1元 (於香港聯交所上市) | | | | | | 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 ...

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 证券代码：600690 证券简称：海尔智家 公告编号：临2025-071 海尔智家股份有限公司 （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12月4日 於本公告日期，本公司執行董事為李華剛先生及Kevin Nolan先生；非執行董事為 宮偉先生、俞漢度先生、錢大群先生及李少華先生；獨立非執行董事為王克勤先 生、李世鵬先生、吳琪先生及汪華先生；及職工董事為孫丹鳳女士。 * 僅供識別 海尔智家股份有限公司（以下简称"公司"或"海尔智 ...

证券代码：600690 证券简称：海尔智家 公告编号：临2025-071 海尔智家股份有限公司 关于部分回购股份注销完成暨股份变动的公告 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。 特别提示： 一、回购股份的基本情况 海尔智家股份有限公司（简称"公司"）于2022年3月30日召开第十届董事 会第二十七次会议，审议通过了《海尔智家股份有限公司关于回购部分A股社 会公众股份方案的议案》（简称"2022年度回购计划"），同意公司使用自有 资金以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持 股计划或股权激励。公司于2022年4月13日披露了《海尔智家股份有限公司关于 回购部分A股社会公众股份方案报告书》。 自2022年4月13日首次回购股份至2023年1月31日，公司通过2022年度回购 计划专用证券账户在二级市场以集中竞价交易方式累计回购股票59,768,139股， 约占当时公司总股本的0.63%，支付总金额为人民币1,510,100,758.93元（不含交 易费用）。 前述回购股份中的58,295,455股已 ...

Core Insights - The report highlights that the home appliance industry is expected to face a slowdown in growth due to high base effects from national subsidies in 2026, but leading companies are projected to maintain stable performance [2] - The small appliance sector is anticipated to see continued improvement in average prices due to ongoing policy support, with significant growth potential in the robotic vacuum cleaner market [2] - The black appliance segment is expected to benefit from product upgrades leading to higher average prices and improved profitability, with overseas market share likely to continue increasing [2] - The two-wheeler market is projected to grow in 2026 with the full implementation of new regulations, as smaller manufacturers exit the market, allowing leading companies to gain market share, particularly in overseas markets [2] 2025 Annual Summary - The home appliance sector underperformed overall, with an 8.1% increase from January 1 to November 28, 2025, ranking 27th among all industries and lagging behind the CSI 300 index by 10.4 percentage points [17] - The appliance components sector outperformed with a 64.7% increase, while white goods and kitchen appliances saw declines of 1.1% and 0.7%, respectively [17] - Domestic retail sales of home appliances showed a cumulative year-on-year increase of 20.1% from January to October 2025, but growth slowed in September and October due to high base effects [35] 2026 Outlook - Domestic sales are expected to slow down due to high base effects from the previous year's subsidy policies, but leading companies are likely to outperform the industry due to their channel and brand advantages [53] - Export performance is anticipated to remain stable despite short-term concerns over tariffs, as many companies have adapted their overseas production strategies since 2018-2019 [56] - The report emphasizes the importance of monitoring policy changes that could impact both domestic and international sales in 2026 [56] Investment Recommendations - The report recommends investing in leading companies in the white goods sector such as Midea Group and Haier Smart Home, which are expected to deliver stable returns and high dividends [7] - For the black appliance segment, companies like Hisense and TCL are highlighted as beneficiaries of global market share growth and product upgrades [7] - The report also suggests considering companies like Ninebot and Roborock, which are positioned for share gains and category expansion [7]

Core Viewpoint - The Hong Kong Consumption ETF (159735) has experienced significant growth in both share volume and fund size in 2023, despite a recent decline in market performance [1][2]. Group 1: Fund Performance - As of December 2, 2023, the Hong Kong Consumption ETF (159735) has a total share volume of 926 million and a total fund size of 779 million yuan, reflecting a year-to-date increase of 140.06% in share volume and 198.09% in fund size compared to the end of 2022 [1]. - The fund's management fee is set at 0.50% annually, while the custody fee is 0.10% annually [1]. - The fund manager, Li Yixuan, has managed the ETF since its inception on May 25, 2021, with a performance return of -15.87% during the management period [1]. Group 2: Trading Activity - The Hong Kong Consumption ETF (159735) recorded a total trading volume of 1.143 billion yuan over the last 20 trading days, averaging 57.17 million yuan per day [1]. - Year-to-date, the ETF has accumulated a total trading volume of 22.285 billion yuan over 223 trading days, with an average daily trading volume of 99.93 million yuan [1]. Group 3: Top Holdings - The ETF's top holdings include Alibaba-W (19.54%), Tencent Holdings (16.59%), and Pop Mart (7.99%), among others, with their respective market values and share counts detailed [2]. - The fund's significant positions reflect a diversified exposure to major players in the Hong Kong consumer market, indicating a strategic focus on high-growth companies [2].

Core Insights - Haier Smart Home has achieved double-digit growth in net profit attributable to shareholders for five consecutive years, outperforming 98% of listed companies in A-shares, making it the only company in the home appliance industry to reach this milestone [1][2] Group 1: Market Transformation - The company is implementing a comprehensive transformation centered on user needs, including changes in market, service, and management systems [1] - Through deepening digital inventory transformation, Haier has achieved a fully unified warehouse system, 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 while enhancing turnover efficiency and lowering operational costs [1] Group 2: Service Transformation - Haier has established a user lifecycle closed-loop platform to retain users, allowing for real-time responses to user needs and enabling precise services [1][2] Group 3: Management Transformation - The management platform created in response to user demands has resulted in higher management efficiency [1] Group 4: User Engagement - Haier aims to establish a permanent connection with users through its smart home initiatives, with over 13 million active users on the domestic San Yi Niao platform, over 6 million users on the US Smart HQ platform, and over 10 million registered users on the European hOn platform [2] - The company's user-centric approach demonstrates that businesses focused on user needs can find stable growth paths even in uncertain times [2]

Core Insights - The core viewpoint of the articles emphasizes that in an era of information and choice overload, consumers seek not just product functionality but also an efficient, transparent, and personalized experience, which Haier Smart Home aims to deliver through digital transformation [1][2] Group 1: Digital Transformation and User Experience - Haier Smart Home has restructured its entire supply chain and logistics through digital inventory, alleviating inventory burdens and enhancing user experience by allowing 60% of products to be shipped directly from factories to users, significantly reducing financial pressure on distributors [1] - The integration of delivery and installation services into a single "delivery and installation" service allows users to track their orders in real-time via mobile, addressing previous issues of information opacity and multiple appointments [1] Group 2: Business Facilitation and Market Adaptation - Haier has introduced flexible return and exchange policies for large B-end service providers to ease the pressure of unsold inventory, while also implementing a "direct product delivery" model for small B-end customers in rural areas, ensuring a smoother purchasing process across all channels [2] - The collaboration with platforms like Amap and Douyin Local Life enables users to easily find nearby stores and available products, enhancing brand experience and customer engagement [2] Group 3: Innovation and Marketing Strategies - The self-developed AIIC user insight system captures user pain points and transforms feedback into product innovation, exemplified by the creation of a "three-tub washing machine" for multi-child families [2] - AIGC tools facilitate rapid content generation, such as "39-minute fastest wash and dry," addressing user concerns about efficiency and fostering deeper engagement in marketing [2] Group 4: Value Creation and Business Model - The ultimate goal of Haier's digital transformation is not merely the adoption of technology but to create a better business environment and enhance user experience, connecting isolated segments of research, production, and sales into a user-experience-oriented value chain [2]

Core Insights - The Internet of Things (IoT) technology is continuously evolving, driving the deep penetration of smart home solutions into everyday life [1] - Haier's "Smart Home Brain" and "Smart Home APP" received awards at the 2025 World IoT Awards, highlighting the company's technological strength in smart home solutions [1][3] Group 1: Smart Home Brain - The Smart Home Brain serves as the "intelligent hub" of the household, integrating AI perception, voice, vision, and cognitive capabilities to understand user needs proactively [3] - It can automatically identify the type and quantity of food, such as egg tarts, and match the optimal baking temperature and time without manual adjustments [3] - Users can control multiple devices with simple voice commands, enhancing convenience and eliminating the hassle of managing various devices [3] Group 2: Smart Home APP - The Smart Home APP addresses the common pain points of finding and operating smart devices, featuring a newly launched 3D home view function that presents the home environment and device status visually [3] - Users can easily adjust settings, such as the water heater temperature, by directly clicking on the corresponding icon in the 3D view, simplifying the control process [3] - The APP has over 13 million monthly active users, indicating widespread adoption and engagement [3] Group 3: Future Outlook - The capabilities of the Smart Home Brain are widely applied in households, allowing homes to respond intelligently to environmental changes, such as closing windows when it rains [3] - Haier aims to continue focusing on user needs, ensuring that technological advancements translate into tangible benefits for everyday life [3]