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2月13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 | 其他類別 (請註明) | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | 690D | 說明 | | 普通股- D股面值每股人民幣1元 (於法蘭克福證劵交易所上市) | | | | | | 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 ...

Core Viewpoint - Haier Smart Home's stock experienced a slight decline of 0.73% on February 13, with a trading volume of 688 million yuan and a market capitalization of 241.005 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 - The top ten circulating shareholders include Central Huijin Asset Management Co., Ltd. and China Securities Finance Corporation [3]. - Haier Wireless, a subsidiary focused on wireless charging, has participated in setting national industry standards for wireless energy transmission and has invested in Intel's wireless charging technology team [3]. Business Operations - Haier Smart Home's main business involves the research, production, and sales of home appliances, including refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][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]. Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.054 billion yuan, representing a year-on-year growth of 15.31%, and a net profit attributable to shareholders of 17.373 billion yuan, up 14.64% year-on-year [7]. - The company has distributed a total of 48.662 billion yuan in dividends since its A-share listing, with 24.273 billion yuan distributed in the last three years [8]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth largest circulating shareholder with 361 million shares, a decrease of 89.039 million shares from the previous period [9]. - China Securities Finance Corporation is the sixth largest circulating shareholder with 183 million shares, unchanged from the previous period [9].

Core Viewpoint - The Hong Kong Consumption ETF (159735) has shown positive growth in both share count and fund size since the beginning of the year, indicating increased investor interest and market activity [1][2]. Group 1: Fund Performance - As of February 12, 2023, the Hong Kong Consumption ETF has a total share count of 1.09 billion and a total size of 941 million yuan [1]. - The fund's share count has increased by 18.49% and its size has grown by 29.67% since December 31, 2022, when the share count was 920 million and the size was 726 million yuan [1]. Group 2: Trading Activity - The cumulative trading amount for the Hong Kong Consumption ETF over the last 20 trading days is 1.973 billion yuan, with an average daily trading amount of 98.67 million yuan [1]. - In the year to date, the cumulative trading amount over 30 trading days is 2.655 billion yuan, with an average daily trading amount of 88.51 million yuan [1]. Group 3: Fund Management - The current fund manager of the Hong Kong Consumption ETF is Li Yixuan, who has managed the fund since its inception on May 25, 2021, with a return of -12.98% during the management period [2]. - The fund's top holdings include Pop Mart, Yum China, Anta Sports, Nongfu Spring, WH Group, Haier Smart Home, Shenzhou International, Midea Group, Li Ning, and Mengniu Dairy, with varying ownership percentages [2].

国家知识产权局信息显示，海尔智家股份有限公司取得一项名为"电梯调度方法、装置、电子设备及存 储介质"的专利，授权公告号CN116853913B，申请日期为2023年6月。 天眼查资料显示，青岛海尔空调电子有限公司，成立于1999年，位于青岛市，是一家以从事专用设备制 造业为主的企业。企业注册资本96709.088914万人民币。通过天眼查大数据分析，青岛海尔空调电子有 限公司共对外投资了15家企业，参与招投标项目4779次，财产线索方面有商标信息121条，专利信息 5000条，此外企业还拥有行政许可29个。 青岛海尔空调器有限总公司，成立于1996年，位于青岛市，是一家以从事电气机械和器材制造业为主的 企业。企业注册资本93638.162532万人民币。通过天眼查大数据分析，青岛海尔空调器有限总公司共对 外投资了20家企业，参与招投标项目4915次，财产线索方面有商标信息258条，专利信息5000条，此外 企业还拥有行政许可20个。 青岛海尔智能技术研发有限公司，成立于2014年，位于青岛市，是一家以从事研究和试验发展为主的企 业。企业注册资本13000万人民币。通过天眼查大数据分析，青岛海尔智能技术研发有限 ...

Core Viewpoint - The delivery process is crucial for user reputation in the smart home era, and Haier Smart Home has enhanced the delivery experience through a digital upgrade in its app, introducing a "real-time logistics tracking" feature [1][3]. Group 1: Digital Upgrade and User Experience - The new feature breaks traditional logistics information barriers, allowing users to view the real-time location, travel trajectory, and estimated arrival time of delivery vehicles on a map, similar to tracking food delivery [3]. - This "full visibility" service significantly alleviates user anxiety during the waiting period [4]. - Users gain autonomy over their time management, enabling them to self-modify appointment times in the app without repeatedly calling service centers, and they can also expedite requests [4]. Group 2: Impact and Statistics - The feature has benefited over 400,000 users, improving delivery success rates and enhancing the service experience during the delivery process [4]. - The end of delivery marks the beginning of service, as the Haier Smart Home app empowers the entire logistics process with visualization, reshaping the "first mile" of the service chain [4]. - This initiative respects user time costs and represents a solid step towards the implementation of a comprehensive smart home service system [4].

Core Viewpoint - The article highlights Haier's new "full-category smart management" feature in its smart home app, which transforms traditional smart appliances into intelligent companions that understand and enhance daily life [1][2] Group 1: Smart Home App Features - The Haier Smart Home App breaks the limitations of traditional smart home apps by providing proactive service capabilities throughout the entire lifecycle of smart home products [1] - The app offers deep customization for different categories of appliances, enhancing user experience and functionality [1] - For example, the refrigerator acts as a food management assistant, providing features like ingredient management, expiration reminders, recipe recommendations, and one-click ordering [1] Group 2: User Experience and Integration - The washing machine is transformed into a laundry expert, allowing for features such as laundry scheduling, completion notifications, and cloud-based program updates [1] - The app enables centralized management and deep interaction across all categories of appliances, seamlessly linking the smart home ecosystem [1] - The "Homecoming Mode" feature personalizes the user experience by automatically adjusting lighting, music, curtains, and air conditioning based on the family member recognized by the smart lock [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： 2026年2月12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 | 其他類別 (請註明) | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | 690D | 說明 | | | 普通股- D股面值每股人民幣1元 (於法蘭克福證劵交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份 ...

Core Viewpoint - Haier Smart Home's stock experienced a slight decline of 0.54% on February 12, with a trading volume of 590 million yuan and a market capitalization of 242.787 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 has maintained a global retail market share of 10.2% in 2014, ranking as the world's largest home appliance brand for six consecutive years [2] - Haier Smart Home's main business includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][7] Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.054 billion yuan, representing a year-on-year growth of 15.31%, and a net profit attributable to shareholders of 17.373 billion yuan, up 14.64% year-on-year [7] - The company has distributed a total of 48.662 billion yuan in dividends since its A-share listing, with 24.273 billion yuan distributed over the past three years [8] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Corporation are included, indicating institutional interest [3][9] - As of September 30, 2025, the number of shareholders was 190,600, a decrease of 8.15% from the previous period [7]

围绕传统再生材料低端利用的痛点，海尔智家持续突破循环科技，引领行业高端转型。2025年10月，海 尔牵头制定的《家用电器产品再生材料使用规范》国家标准公示，为再生材料质量管控与供应链追溯提 供了依据。 海尔智家的家电再循环实践充分证明，循环经济并非发展负担，而是能够驱动企业高质量增长、创造多 元价值的新引擎。基于智慧家庭战略，海尔智家始终以用户需求为核心，通过从绿色产品到智慧场景方 案的全流程实践，不断优化和升级用户的品质生活体验。 海尔智家通过构建首个"回收-拆解-再生-再利用"全链路闭环体系，加速推进循环经济发展的绿色化、高 端化、科技化。目前，海尔再循环围绕回收第一体验、拆解第一效率、再生第一品质的三大竞争力升 级，夯实样板模式，加速全国布局。回收端，海尔再循环持续打通营销网、渠道网、服务网、物流网、 回收网为一体的"五网融合"以旧换新回收体系，保障用户体验第一；拆解端，在持续深化再循环工厂高 质循环体系建设的同时，以自建和战略合作的方式，加速全国化布局；再生再利用端，不断夯实循环科 技能力、开放联合上下游资源方，由塑料循环向金属循环等领域拓展。 1月28日，2025福布斯中国商业品牌管理影响力评选结果 ...

Core Insights - The article emphasizes the shift from "selling products" to "retaining users" as a critical transformation for companies in response to increasingly personalized and scenario-based consumer demands [1] - Haier Smart Home aims to establish a user-centric platform service technology ecosystem to enhance long-term competitiveness, having accumulated 430 million users, a 20% year-on-year increase [1] Group 1 - Haier Smart Home's "126" strategy focuses on building one smart home channel, two platforms (full-domain unified warehouse TC and user lifecycle), and enhancing six capabilities: high-end, globalization, digitalization, intelligence, ecology, and greenness [1][2] - The full-domain unified warehouse TC platform streamlines operations directly to users, improving efficiency and transparency, thus addressing previous issues of delayed demand transmission and inadequate service [2] - The user lifecycle platform enhances user experience through a proactive service system, utilizing big data and AI for precise matching and transparent service processes [2] Group 2 - Haier Smart Home's high-end strategy has led to significant sales, with the co-created "Mai Lang" refrigerator exceeding 1 million units in three quarters and the "Leader" washing machine surpassing 300,000 units since launch [2] - The company's globalization strategy involves not just selling products globally but also globalizing its platform and capabilities, exemplified by the X11 washing machine, which has sold over 1 million units across 20 countries [2] - By transitioning from product manufacturing to user management, Haier Smart Home redefines growth paths for enterprises and provides a practical transformation model for the industry [2]