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。 ...

Core Insights - The article highlights the challenges faced by elderly individuals living in outdated housing, particularly in the context of China's aging population, where 22% of the population is aged 60 and above, and the bed vacancy rate in nursing homes is around 50% [1] - The solution proposed involves transforming traditional homes into safer living environments for the elderly through innovative smart home technologies, as demonstrated in Haier's exhibition [1][2] Group 1: Smart Home Innovations - Haier's smart home solutions integrate technology seamlessly into daily life, reducing the learning curve for elderly users and providing proactive care through systems that monitor health and safety [2][3] - Features include a "smart health" system with a bed that monitors vital signs, automatic gas leak alerts, and kitchen safety mechanisms that activate when cooking [2] - The design incorporates zero-threshold flooring and hidden handrails to create a safe living space, along with emergency call buttons in bathrooms for immediate assistance [2] Group 2: Redefining Elderly Care - Haier's approach to elderly care goes beyond simple modifications, offering a comprehensive solution that combines space renovation, smart technology, and service operations [4] - The model shifts from merely adding safety features to creating a holistic experience that meets deeper needs for dignity, convenience, and quality of life for the elderly [4] - Innovative designs like adjustable coffee tables and concealed caregiver beds allow for flexible living arrangements, maintaining family connections and daily routines [4] Group 3: Sustainable Development in Elderly Care - The new model promotes sustainable development in elderly home renovations through modular designs and standardized components, significantly improving renovation efficiency to complete upgrades in just 25 days [5] - Haier integrates various resources, including home decoration, building materials, smart hardware, and elderly care services, to create a complete service ecosystem [5] Group 4: Societal Impact - The article emphasizes that the happiness of a society can be gauged by the well-being of its elderly population, and Haier's smart home solutions aim to enhance the quality of life for seniors [6] - The transformation of old homes into better living spaces reflects a response to user needs and a vision for high-quality living environments in the future [6]

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].

Core Viewpoint - Haier Smart Home Co., Ltd. is set to hold a Q3 2025 earnings presentation on December 8, 2025, to discuss its operational results and financial status with investors [2][3]. Group 1: Meeting Details - The earnings presentation will take place on December 8, 2025, from 16:00 to 17:00 [5]. - The venue for the meeting is the Shanghai Stock Exchange Roadshow Center, accessible online [4][5]. - The meeting will be conducted in an interactive online format, allowing for real-time communication with investors [3][4]. Group 2: Investor Participation - Investors can submit questions via email to finance@haier.com until December 5, 2025, at 16:00 [6]. - Additionally, investors can log onto the Shanghai Stock Exchange Roadshow Center website from December 1 to December 5, 2025, to pre-submit questions [6]. - The company will address commonly asked questions during the earnings presentation [3][6]. Group 3: Company Representatives - Key representatives attending the meeting include Chairman and President Li Huagang, Board Secretary Liu Xiaomei, and Investor Relations Director Liu Tao [4][5].

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]

Core Viewpoint - Haier Smart Home (06690) announced a share buyback plan, intending to repurchase 150,000 A-shares for a total expenditure of 4.1045 million yuan by November 28, 2025 [1] Group 1 - The company plans to spend 4.1045 million yuan on the buyback [1] - The buyback will involve repurchasing 150,000 A-shares [1] - The completion date for the buyback is set for November 28, 2025 [1]

Group 1 - The company Haier Smart Home (06690.HK) announced a share buyback of 150,000 A-shares at a cost of 4.1 million yuan on November 28 [1]