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： 2025年9月23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 | | | 庫存股份變動 | | | | | 事件 | ...

Core Viewpoint - Haier's new air conditioning production base in Thailand officially commenced operations, marking it as the largest air conditioning manufacturing base for a Chinese brand in Southeast Asia, with an annual planned capacity of 6 million units [1][5]. Group 1: Scale and Capacity - The Haier Thailand air conditioning base is the largest for a Chinese brand, covering approximately 324,000 square meters and featuring multiple intelligent production lines and a large logistics center [3]. - The planned annual production capacity of the base is 6 million units, making it the highest capacity manufacturing base for Chinese air conditioning companies in Thailand [5][6]. Group 2: Product Line and Market Position - The product line at the base includes 14 categories and over a thousand models, catering to various air conditioning needs such as residential, commercial, and specialized applications [5]. - Haier has maintained the number one sales position in the Thai market for four consecutive years, supported by a fully digitalized end-to-end OPSI (Order, Production, Supply Chain) process [5][8]. Group 3: Technological and Environmental Innovations - The factory incorporates advanced quality inspection systems using AI for visual detection and noise recognition, ensuring high product quality [3]. - The facility utilizes a photovoltaic power generation system for zero carbon operation and has received Thailand's BOI highest level A2+ certification, reflecting a commitment to sustainable development [3]. Group 4: Global Strategy and Market Expansion - The establishment of the Thailand base is a strategic move in Haier's global air conditioning industry layout, filling regional capacity gaps and supporting global growth [6]. - The base enhances Haier's ability to respond to Southeast Asian demand while also supplying North America, Europe, Japan, and South Korea, thus optimizing supply chain costs and improving gross margins [8]. Group 5: Overall Impact on Business - The operationalization of the Thailand base is expected to strengthen Haier's market position in Southeast Asia and enhance its competitiveness in overseas markets [8]. - As of now, Haier has established 35 industrial parks and 163 manufacturing centers globally, with the Thailand base serving as a key node in its global supply chain [8].

Group 1 - BlackRock's stake in Haier Smart Home increased from 6.99% to 7.14% as of September 17 [1]

Core Viewpoint - Haier's new air conditioning production base in Thailand marks a significant expansion in Southeast Asia, positioning the company as a leader in the region's air conditioning market, with a planned annual capacity of 6 million units, making it the largest manufacturing base for Chinese brands in Southeast Asia [1][3][5]. Group 1: Production Capacity and Market Position - The Thailand air conditioning base has a planned annual capacity of 6 million units, making it the highest capacity manufacturing base for Chinese air conditioning companies in Thailand [5]. - The base covers 14 product categories and over a thousand models, catering to various air conditioning needs, including residential, commercial, and specialized applications [5]. - Haier has maintained the number one sales position in the Thai market for four consecutive years, supported by the new base's digital transformation that enhances production efficiency by 20% and reduces operational costs by 15% [5][8]. Group 2: Technological and Environmental Advancements - The production facility incorporates advanced technologies such as AI visual inspection and noise recognition systems to ensure high product quality [3]. - The factory utilizes a photovoltaic power system for zero-carbon operations and has received Thailand's highest BOI A2+ certification, reflecting a commitment to sustainable manufacturing practices [3][5]. Group 3: Strategic Global Positioning - The establishment of the Thailand base fills a regional production gap and supports Haier's global growth strategy, enabling local production for Southeast Asian demand and proximity supply for North America and Europe [6][8]. - Haier has built a global network with 35 industrial parks and 163 manufacturing centers, with the Thailand base serving as a key node in its global supply chain [8].

Core Viewpoint - Haier Smart Home experienced a decline of 2.36% on September 22, with a trading volume of 1.326 billion yuan and a market capitalization of 241.141 billion yuan [1] Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2] - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest home appliance brand for six consecutive years [2] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management Co., Ltd. and China Securities Finance Corporation Limited are included [3] - Haier Wireless, a subsidiary focused on wireless charging, has participated in setting national industry standards for electromagnetic compatibility and radiation, and has invested in Intel's wireless charging technology team [3] Business Operations - The main business of the company includes the research, production, and sales of home appliances, covering refrigerators, kitchen appliances, air conditioners, washing machines, water appliances, and other smart home products, as well as providing comprehensive smart home solutions [3] Financial Performance - For the first half of 2025, Haier Smart Home achieved operating revenue of 156.494 billion yuan, a year-on-year increase of 15.39%, and a net profit attributable to shareholders of 12.033 billion yuan, up 15.48% year-on-year [7] - The revenue composition includes refrigerators (27.17%), air conditioners (20.94%), washing machines (20.22%), kitchen appliances (13.10%), equipment and channel services (11.97%), water appliances (6.11%), and others (0.48%) [7] Dividend Distribution - Since its A-share listing, Haier Smart Home has distributed a total of 46.155 billion yuan in dividends, with 21.766 billion yuan distributed over the past three years [8] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder with 450 million shares, a decrease of 131 million shares from the previous period [9] - Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF are also among the top ten circulating shareholders, with respective holdings of 73.637 million shares and 66.918 million shares [9]

Core Viewpoint - Haier Smart Home announced a share buyback on September 22, involving an expenditure of 6.412 million yuan for repurchasing 246,000 A-shares and 9.2 million Hong Kong dollars for 350,000 H-shares [1] Group 1 - The company spent 6.412 million yuan to buy back 246,000 A-shares [1] - The company also spent 9.2 million Hong Kong dollars to repurchase 350,000 H-shares [1]

于2025年9月22日该公司斥资920.69万港元回购35万股，回购价格为每股26.18-26.40港元。 智通财经APP讯，海尔智家(06690)发布公告，于2025年9月22日该公司斥资人民币641.28万元回购24.63 万股A股，回购价格为每股人民币25.66-26.17元。 ...

Summary of Key Points - Haier Smart Home (600690)(06690) announced a share buyback plan on September 22, 2025, involving an expenditure of RMB 6.4128 million to repurchase 246,300 A-shares at a price range of RMB 25.66 to 26.17 per share [1] - On the same date, the company also spent HKD 9.2069 million to buy back 350,000 shares at a price range of HKD 26.18 to 26.40 per share [1]

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： 2025年9月22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 ...

Core Insights - Haier Smart Home's stock price has decreased by 6.30% year-to-date, with a recent drop of 0.85% over the last five trading days and a 1.57% decline over the past 20 days, while it has increased by 8.21% over the last 60 days [2] - The company reported a revenue of 1564.94 billion yuan for the first half of 2025, reflecting a year-on-year growth of 15.39%, and a net profit attributable to shareholders of 120.33 billion yuan, which is a 15.48% increase compared to the previous year [2] - Haier Smart Home has distributed a total of 461.55 billion yuan in dividends since its A-share listing, with 217.66 billion yuan distributed over the last three years [3] Financial Performance - As of June 30, 2025, Haier Smart Home's market capitalization stands at 2418.92 billion yuan, with a trading volume of 6.25 billion yuan and a turnover rate of 0.38% [1] - The company's main revenue sources include refrigerators (27.17%), air conditioners (20.94%), washing machines (20.22%), kitchen appliances (13.10%), and other segments [2] - The number of shareholders has increased to 207,500, marking a 9.97% rise compared to the previous period [2] Shareholder Composition - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 450 million shares, a decrease of 131 million shares from the previous period [3] - Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF are also among the top shareholders, with the latter being a new entrant holding 66.92 million shares [3]