智通财经APP讯，海尔智家(06690)发布公告，于2025年7月29日，该公司斥资127.35万元回购5万股A 股。 ...

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7月29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 ...

近年来，监管层接连出台多项政策措施，积极引导上市公司进行回购并注销，上市公司对股票回购的重视程度明显提升。 7月29日，A股市场量价齐升，沪指涨0.33%，深证成指涨0.64%，创业板指涨1.86%。 从板块上来看，光模块、医药方向领涨，CRO概念指数大涨6.37%，光模块概念指数涨5.36%，其他还有半导体、中药、水电等概念涨幅居前。传统板块 相对较弱，养殖、保险、银行等板块下跌。 年内合计回购金额近900亿元 近期在市场表现较好的情况下，上市公司继续积极参与回购，为市场提供新的增量资金来源。 30家公司回购金额上限均在10亿元及以上 从分行业来看，7月家用电器、基础化工、电子、医药生物四大行业上市公司回购最积极，合计回购金额均在10亿元以上。本月家用电器行业指数表现较 弱，上市公司以回购彰显长期发展信心。 回购增持贷款助力上市公司回购 去年10月，中国人民银行联合金融监管总局、中国证监会发布《关于设立股票回购增持再贷款有关事宜的通知》，该政策显著降低企业融资成本，鼓励上 市公司运用回购、增持等方式进行市值管理，增强资本市场内在稳定性。 统计显示，今年以来上市公司取得回购增持专项贷款金额上限达到919.17 ...

Group 1 - The core viewpoint of the articles highlights the significant increase in stock buybacks by listed companies in China, with a total buyback amount reaching nearly 900 billion yuan this year, indicating a strong market sentiment and confidence among companies [3][6][8] - In July, the total buyback amount by A-share listed companies was 140.12 billion yuan, marking a 12.06% increase from June, and continuing a trend of over 100 billion yuan in monthly buybacks for four consecutive months [3][6] - The most active sectors in terms of buybacks include home appliances, basic chemicals, electronics, and biopharmaceuticals, with each sector's buyback amount exceeding 10 billion yuan [3][8] Group 2 - The policy introduced by the People's Bank of China and financial regulators to support stock buybacks and increases has significantly lowered financing costs for companies, encouraging them to engage in market value management [6][7] - A total of 323 listed companies have obtained special loans for buybacks, with private enterprises accounting for over 70% of these, reflecting strong policy support for the private sector [7] - Notable companies such as Midea Group, TCL Technology, and Guotai Junan have announced substantial buyback plans, with Midea Group's maximum buyback amount reaching 130 billion yuan [3][8][10] Group 3 - Companies like Baofeng Energy have also announced buyback plans, with a proposed amount between 10 billion and 20 billion yuan, and reported a significant year-on-year profit increase of 63.39% to 78.52% [9] - The trend of stock buybacks is seen as a response to perceived undervaluation in the market, with many companies aiming to enhance shareholder returns and support stock price recovery [8][9]

Core Insights - Haier Smart Home Co., Ltd. has been ranked 390th in the 2025 Fortune Global 500 list, improving its position by 17 spots compared to the previous year [1] - The company is recognized as a benchmark for the high-end transformation of China's home appliance industry, leveraging product innovation, brand operation, and deep channel engagement to create differentiated competitiveness [1] Company Performance - Haier Smart Home's high-end brand Casarte has maintained the top market share in China's high-end home appliance sector for eight consecutive years [1] - The revenue for the fourth quarter of 2024 is expected to show a year-on-year increase [1] Market Expansion - In overseas markets, Haier Smart Home has achieved multi-dimensional breakthroughs through localized production capacity, supply chain optimization, and brand upgrades [1] - The company has surpassed Whirlpool in the North American market and continues to expand its leading advantage; it is accelerating expansion in Eastern Europe and achieving steady growth in Western Europe through high-end product iterations [1] Future Strategy - Haier Smart Home is focused on the "smart living" sector, with a core engine centered on smart home interaction ecosystems, aiming to build a closed-loop ecosystem from smart appliances to whole-home smart scenarios [1] - The company is integrating global R&D resources with localized innovation to drive the transformation of traditional home appliances towards the Internet of Things [1] Industry Trends - The rise in ranking reflects the affirmation of Haier Smart Home's strategic determination and execution efficiency, indicating a transformation of Chinese home appliance companies from scale leadership to value leadership in global competition [1] - The dual opportunities of deepening trends in high-end and scenario-based offerings, along with increasing penetration in emerging markets, are highlighted [1]

Group 1 - The core viewpoint of the article highlights that the National Development and Reform Commission has allocated a third batch of national subsidy funds amounting to 69 billion yuan, which is expected to positively impact the air conditioning business of Haier, particularly in northern regions and the European and American markets [1] Group 2 - The report indicates that the recent high-temperature weather in various domestic and international locations is likely to boost the demand for air conditioning products, thereby enhancing Haier's revenue and profit from its air conditioning segment [1]

Core Insights - The 2025 Fortune Global 500 list highlights the competitive landscape of the global home appliance industry, with a record 130 Chinese companies making the list, reflecting their revenue growth and strong profitability [1][5] - Haier Smart Home, which has been on the list for eight consecutive years, improved its ranking to 390th, up 17 places from the previous year, showcasing its global growth momentum [1][5] Group 1: Brand and Market Positioning - Haier Smart Home has established a global brand matrix that supports its market leadership by meeting diverse consumer needs across different regions [3] - In the domestic high-end market, Haier's premium brand Casarte holds a 70% market share, with a revenue increase of over 20% in the first quarter [3] - The company has achieved significant growth in both mature and emerging markets, with revenue increases of over 30% in South Asia, over 20% in Southeast Asia, and 50% in the Middle East and Africa in the first quarter of 2025 [3] Group 2: Innovation and Product Development - Haier Smart Home focuses on personalized innovation to meet diverse consumer demands, launching products like the Leader washing machine and the energy-efficient X11 washing machine tailored for different markets [6][4] - The company has integrated global resources to drive technological innovation and product iteration, positioning itself as a leader in smart home technology [6][7] Group 3: Supply Chain and Localization - Haier Smart Home has built a comprehensive global supply chain with 35 industrial parks and 163 manufacturing centers, allowing for rapid response to consumer needs and high-quality product output [8] - The company emphasizes localized production as a key strategy for market penetration, achieving over 80% local manufacturing in North America, which supports higher brand premiums and mitigates external risks [10] - In Southeast Asia, Haier has established 11 factories to localize production, leading to significant growth in core appliance categories despite overall market declines [10]

Core Insights - The white goods sector experienced a decline of 0.98% on July 29, with Changhong Meiling leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Company Performance - Hisense Home Appliances (000921) closed at 26.76, with a slight increase of 0.04% and a trading volume of 86,100 shares [1] - Deep Blue Technology (000016) closed at 4.91, down 0.61%, with a trading volume of 309,400 shares [1] - Whirlpool (600983) closed at 10.87, down 0.82%, with a trading volume of 36,600 shares [1] - Haier Smart Home (600690) closed at 25.41, down 0.94%, with a trading volume of 316,000 shares [1] - Midea Group (000333) closed at 71.24, down 0.97%, with a trading volume of 398,400 shares [1] - Gree Electric Appliances (000651) closed at 46.12, down 1.09%, with a trading volume of 427,600 shares [1] - TCL Smart Home (002668) closed at 10.25, down 1.16%, with a trading volume of 140,900 shares [1] - Xuqiqi Electric (001387) closed at 14.35, down 1.17%, with a trading volume of 45,700 shares [1] - Aucma (600336) closed at 7.09, down 1.25%, with a trading volume of 207,300 shares [1] - Changhong Meiling (000521) closed at 7.45, down 1.59%, with a trading volume of 161,200 shares [1] Capital Flow - The white goods sector saw a net outflow of 727 million yuan from institutional investors, while retail investors contributed a net inflow of 681 million yuan [1] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with Haier Smart Home experiencing a net inflow of 9.97 million yuan from institutional investors [2] - Changhong Meiling had the highest net outflow from institutional investors at 19.80 million yuan, indicating significant selling pressure [2]

Summary of Conference Call Records Industry Overview - The records focus on the impact of tariffs on the **cleaning appliances** and **small home appliances** industries, particularly in relation to the U.S.-China trade tensions and the subsequent shifts in production capacity to Southeast Asia [1][2][4][30]. Key Points and Arguments Tariff Impact on Exports - Following the U.S. tariffs on vacuum cleaners, China's export share to the U.S. dropped from **40% to 25%**, with Vietnam becoming a significant alternative source, accounting for approximately **30%** of imports [1][3]. - The cleaning appliance sector experienced a slowdown in shipments in Q2 2025 due to increased tariffs, but companies began to ramp up production in Southeast Asia to mitigate costs [1][5]. Company Strategies - Companies like **Dechang**, **Lec** and **Fujia** have shifted production to Southeast Asia to meet U.S. demand, with Lec already covering its export needs through overseas capacity [4][29]. - Brands such as **Ecovacs** and **Roborock** have also moved some production to Southeast Asia to benefit from lower tariffs, reducing cost pressures [6][7]. Small Appliance Sector Dynamics - The small appliance sector is slower in capacity transfer compared to cleaning appliances, with coffee machines moving to Indonesia and Thailand, while air fryers are being produced in Mexico and Southeast Asia [9][10]. - Leading companies like **Xingbao** have leveraged their Southeast Asian production advantages to secure more orders, while those lacking overseas capacity face order losses [10][11]. Black Appliance Industry Resilience - The black appliance sector, represented by companies like **Hisense** and **TCL**, has shown resilience against tariffs due to global production strategies and technological upgrades [12][16]. - The U.S. market remains crucial, accounting for **17%** of global demand, and despite tariffs causing a **10%-15%** increase in retail prices, demand remains stable due to the essential nature of these products [12][13]. Future Trends - The tariff situation has catalyzed a shift towards diversified and decentralized production strategies in the home appliance industry, with companies increasingly establishing overseas capacities [30][32]. - Component suppliers are also adapting by following major clients abroad, enhancing their market presence and product offerings in new regions [32][33]. Additional Important Insights - The cleaning appliance industry is expected to recover from Q2 2025 impacts as production ramps up in Southeast Asia [8]. - The overall export scale of Chinese white goods remains robust despite a decline in the U.S. import share, driven by overseas capacity and growing demand in non-U.S. markets [26][28]. - The ongoing trade tensions have prompted a strategic shift among second-tier appliance manufacturers, who are capitalizing on favorable conditions in Southeast Asia to enhance their international revenue [33].

证券代码：600690 证券简称：海尔智家 编号：临2025-050 海尔智家股份有限公司 核心员工持股计划权益归属的公告 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。 海尔智家股份有限公司（以下简称"公司"或"海尔智家"）于近期办理了公 司2023年A股/H股核心员工持股计划、2024年A股/H股核心员工持股计划（合称 "核心员工持股计划"）权益归属相关事宜，具体如下： 一、核心员工持股计划情况介绍 （一）2023年A股/H股核心员工持股计划 公司于2023年4月27日召开第十一届董事会第五次会议和第十一届监事会第 五次会议，于2023年6月26日召开2022年年度股东大会，审议通过了《海尔智家股 份有限公司2023年度A股核心员工持股计划（草案）及摘要》（以下简称"2023年 A股核心员工持股计划"）、 《海尔智家股份有限公司2023年度H股核心员工持股计 划（草案）及摘要》（以下简称"2023年H股核心员工持股计划"）等相关议案， 同意实施公司2023年A股核心员工持股计划和2023年H股核心员工持股计划。2023 年 ...