Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating which companies saw the largest increases and decreases in ownership percentages over recent trading days [1][2]. Summary by Category Recent Changes in Holdings - Xinyi Energy (03868) saw an increase of 0.07% in its Hong Kong Stock Connect holding percentage, bringing the total to 12.98% [2]. - The Yingfu Fund (02800) increased by 0.05%, now at 2.10% [2]. - Haier Smart Home (06690) increased by 0.02%, with a current holding of 16.62% [2]. - Horizon Robotics-W (09660) experienced the largest decrease, with a drop of 0.82%, now at 14.69% [2]. - Southern Hang Seng Technology (03033) decreased by 0.63%, now at 59.30% [2]. - WuXi AppTec (02359) saw a decrease of 0.56%, with a current holding of 15.03% [2]. Five-Day Changes - The largest increase over the last five trading days was for Da Zhong Public Utilities (01635), which rose by 3.98% to 67.37% [3]. - Zhong Chuang Innovation (03931) increased by 1.40%, now at 17.08% [3]. - Zhaoyan New Drug (06127) rose by 1.08%, with a holding of 50.59% [3]. - The largest decrease was for Southern Hang Seng Technology (03033), which fell by 2.01% to 59.30% [3]. - Haotian International Construction (01341) decreased by 1.58%, now at 58.50% [3]. Twenty-Day Changes - Da Zhong Public Utilities (01635) had the most significant increase over the past twenty days, rising by 34.46% to 67.37% [4]. - Canggang Railway (02169) increased by 31.45%, now at 43.11% [4]. - Shanga Holdings (00412) rose by 13.53%, with a current holding of 15.00% [4].

Core Viewpoint - Haier Smart Home has demonstrated positive market signals through executive share purchases and company buybacks, indicating confidence in its growth prospects [2][9]. Buyback and Executive Purchases - The company has repurchased shares totaling 1.017 billion yuan, exceeding the lower limit of its buyback plan [3][8]. - Nine executives, including Chairman and CEO Li Huagang, collectively invested 21.061 million yuan to purchase 985,800 shares, surpassing the planned minimum [4][8]. Financial Performance - Haier Smart Home has shown robust growth, with a compound annual growth rate of over 10% in net profit from 2021 to 2024 [4]. - In the first half of 2025, the company achieved a record net profit of 12.033 billion yuan, reflecting a year-on-year increase of 15.59% [4][11]. - The company's revenue for the first half of 2025 reached 156.494 billion yuan, marking a 10.22% year-on-year growth [11]. Research and Development Investment - The company is committed to R&D, with an investment of 6.017 billion yuan in the first half of 2025, a 12.30% increase year-on-year [5][12]. - R&D expenditures have been consistently increasing, with total investments from 2021 to 2024 amounting to 41.16 billion yuan [12]. Market Position and Strategy - Haier Smart Home is one of the leading players in the global home appliance market, holding the top position in retail volume for large home appliances for 16 consecutive years [11]. - The company has a diverse brand portfolio, including Haier, Casarte, Leader, GE Appliances, Candy, Fisher&Paykel, and AQUA [11]. - The company is also a pioneer in smart home solutions, focusing on innovative home scenarios and user-centric services [11]. Market Capitalization - As of October 10, 2025, Haier Smart Home's market capitalization reached 227.073 billion yuan, slightly surpassing that of Gree Electric [14].

Core Viewpoint - Haier Smart Home's stock price has shown fluctuations, with a recent increase of 2.00% on October 10, 2023, while the year-to-date performance reflects a decline of 5.68% [1][2]. Financial Performance - For the first half of 2025, Haier Smart Home achieved a revenue of 156.49 billion yuan, representing a year-on-year growth of 15.39%, and a net profit attributable to shareholders of 12.03 billion yuan, up 15.48% year-on-year [2]. - Cumulative cash dividends since the A-share listing amount to 46.155 billion yuan, with 21.766 billion yuan distributed over the past three years [3]. Stock Market Activity - As of October 10, 2023, Haier Smart Home's stock price was 25.95 yuan per share, with a total market capitalization of 243.423 billion yuan [1]. - The stock has seen a trading volume of 755.6 million yuan and a turnover rate of 0.47% on the same day [1]. - The stock has experienced a 2.37% increase over the last five trading days and a 6.82% increase over the last 60 days [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 207,500, reflecting a 9.97% rise compared to the previous period [2]. - 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].

Group 1 - The company Haier Smart Home (600690.SH) has announced a share buyback program, which will be implemented until October 9, 2025 [1] - As of the reporting date, the company has repurchased a total of 2.45 million H-shares, representing 0.026% of the total share capital [1] - The highest purchase price for the shares was HKD 27.00 per share, while the lowest was HKD 24.76 per share, with a total expenditure (including fees) of HKD 63.0835 million [1]

Core Viewpoint - Haier Smart Home (600690)(06690) announced the cancellation of 2.45 million repurchased shares on October 9, 2025 [1] Company Summary - The company is actively managing its share repurchase program by canceling a significant number of shares, which may impact its share structure and market perception [1]

Group 1 - Haier Smart Home (06690.HK) announced the cancellation of 2.45 million shares repurchased during the period from September 19 to September 26, 2025 [1]

| 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 | 每股發行/出售價 (註4) | 已發行股份總數 | | 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 | | | | 於下列日期開始時的結存(註1) | 2025年9月30日 | 2,857,398,266 | | 0 | | 2,857,398,266 | | 1). 購回股份 (股份購回並註銷) | | | -2,450,000 0.0857 % | HKD | 25.66 | | | 註銷於2025年9月19-26日期間所回購的股 ...

海尔智家股份有限公司 关于境外上市外资股（H股）股份变动情况的公告 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： 回购 H 股股份的进展情况：本次回购实施起始日至 2025 年 10 月 9 日， 公司已累计回购 H 股股份 2,450,000 股，占公司总股本的比例为 0.026%，购买的最高价为 27.00 港元/股、最低价为 24.76 港元/股，支 付的金额（含手续费）为 63,083,481.52 港元，该等回购股份已全部注 销。 证券代码：600690 证券简称：海尔智家 公告编号：临2025-063 一、 回购 H 股股份的进展情况 2025 年 5 月 28 日，公司 2024 年年度股东大会、2025 年第一次 A 股类别股 东大会、2025 年第一次 D 股类别股东大会、2025 年第一次 H 股类别股东大会 审议通过了《海尔智家关于提请股东大会给予董事会一般性授权以决定回购不 超过公司已发行 H 股股份总数 10%股份的议案》。 本次回购实施起始日至 2025 年 10 月 9 日，公司 ...

Core Viewpoint - Haier Smart Home announced the repurchase of H shares, totaling 2.45 million shares, which represents 0.026% of the company's total share capital, with a total payment amount of HKD 63.08 million [1] Summary by Sections - **Share Repurchase Details** - The repurchase period is from the start of the implementation until October 9, 2025 [1] - The highest repurchase price was HKD 27 per share, while the lowest was HKD 24.76 per share [1] - All repurchased shares have been canceled [1] - **Impact on Shareholding Structure** - The proportion of domestic listed shares (A shares) increased from 66.66% to 66.68% [1] - The proportion of overseas listed foreign shares (D shares) remained at 2.89% [1] - The proportion of overseas listed foreign shares (H shares) decreased from 30.45% to 30.44% [1] - The total number of shares decreased from 9.383 billion shares to 9.38 billion shares [1]

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are Green Power Environmental (70.12%), China Telecom (69.73%), and COSCO Shipping Energy (69.52%) [1][2] - Alibaba-W, Tracker Fund of Hong Kong, and Tencent Holdings saw the largest increases in holding amounts over the last five trading days, with increases of +36.52 billion, +14.31 billion, and +11.54 billion respectively [1][2] - The largest decreases in holding amounts were observed in China Mobile (-6.21 billion), China Telecom (-3.50 billion), and China Construction Bank (-3.35 billion) [1][3] Group 1: Hong Kong Stock Connect Holding Ratios - Green Power Environmental (01330) has a holding ratio of 70.12% with 284 million shares [2] - China Telecom (00728) has a holding ratio of 69.73% with 9.678 billion shares [2] - COSCO Shipping Energy (01138) has a holding ratio of 69.52% with 901 million shares [2] Group 2: Recent Increases in Holdings - Alibaba-W (09988) increased by +36.52 billion with a change of +20.56 million shares [2] - Tracker Fund of Hong Kong (02800) increased by +14.31 billion with a change of +52.11 million shares [2] - Tencent Holdings (00700) increased by +11.54 billion with a change of +1.71 million shares [2] Group 3: Recent Decreases in Holdings - China Mobile (00941) decreased by -6.21 billion with a change of -7.46 million shares [3] - China Telecom (00728) decreased by -3.50 billion with a change of -66.46 million shares [3] - China Construction Bank (00939) decreased by -3.35 billion with a change of -45.96 million shares [3]