每经AI快讯，海尔智家12月1日晚间发布公告称，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（下同）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，支付的金额约为1136万元；本次回购实施起始日（2025年4月7日）至2025年11月底，公司 已累计回购股份约4090万股，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 23.6元/股，支付的金额约为10.28亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ ...

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 - Haier's smart home strategy continues to strengthen, open up, and accelerate its layout, achieving new results through the establishment of the "Smart Home Innovation Laboratory" in collaboration with various authoritative institutions and leading enterprises [1][2]. Group 1: Strategic Developments - The "Smart Home Innovation Laboratory" aims to deepen the "good house" living ecosystem layout, embedding smart capabilities throughout the entire lifecycle of residential properties, from planning and design to service provision [2]. - The laboratory focuses on analyzing living behaviors to create personalized scene solutions that meet the real demands of users across different family structures and age groups [2]. Group 2: Technological Advancements - The laboratory will enhance smart technology research and development, utilizing AI perception, decision-making, and interaction technologies, along with multi-modal sensing devices to capture resident behaviors and environmental conditions accurately [2]. - The transition from passive response to proactive service is emphasized, with features such as AI-controlled air conditioning and proactive ingredient management being developed [2]. Group 3: Product Implementation - The laboratory will convert mature scene solutions into standardized modules and mass-producible products, promoting the application of upgraded smart home system capabilities [3]. - An integrated solution combining hardware, software, and services will be created, allowing products like vacuum cleaners and water purifiers to be incorporated into comprehensive living scenarios [3]. Group 4: Future Directions - The laboratory plans to leverage past experiences to introduce more technological achievements and collaborative projects, aiming to enhance smart living technology standards and improve user experience [4].

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]

Core Viewpoint - The home appliance industry demonstrated resilience during the Double Eleven shopping festival, supported by policy measures and structural benefits, indicating a positive outlook for demand and growth in the sector [1][2][3] Group 1: Market Performance - The home appliance sector achieved resilient growth during Double Eleven, driven by promotional discounts and the recovery of policy funding, which is expected to support demand for essential appliances and structural upgrades [1] - Major brands like Midea and Haier maintained strong performance, with Midea's COLMO product line seeing over 40% growth in bundled sales, and Haier achieving sales exceeding 4 billion yuan [1] - The trend of younger consumers engaging with home appliances is notable, with Midea's growth in this demographic exceeding 50% and Haier's Z generation growth at 38% [1] Group 2: Export Trends - The home appliance export market is showing signs of improvement, with leading companies experiencing a rebound in overseas business despite high baseline pressures [2] - Positive developments in US-China trade negotiations and ongoing global capacity expansion are expected to enhance the ability of leading companies to manage trade risks and improve profit margins in overseas markets [2] Group 3: Investment Outlook - The home appliance industry is rated as "stronger than the market," with limited pressure on domestic sales and a gradual recovery expected in exports [3] - The sector's valuation has returned to historical lows, presenting investment opportunities, particularly in leading companies such as Midea, Haier, Hisense, and Gree, which are noted for their competitive pricing and strong market positions [3] - Emerging categories like robotic vacuum cleaners are anticipated to have significant growth potential, further enhancing the investment appeal of the sector [3]

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 ...

Group 1 - The core idea of the article is the collaboration between Suning.com and Haier to promote green and smart home appliances in response to the government's call for enhancing consumer goods supply and demand adaptability [1][3][5] - The "Thanksgiving Month" campaign includes various initiatives such as super group buying, subsidies, and service offerings to meet consumer demands for smart and aesthetically pleasing home products [1][5] - The campaign aims to provide a diverse and high-quality selection of home appliances for consumers during the year-end upgrade season, featuring innovative products like the "one machine four tubs" washing machine and the ultra-thin embedded range hood [3][5] Group 2 - The companies emphasize a "listening to advice" approach, integrating user feedback into product design and service experiences, exemplified by the development of the "Ningjing" water purifier [3][5] - Over 200 trend products are included in the "True Benefit Subsidy" section, with competitive prices such as 6,969 yuan for the Mailang refrigerator and 3,399 yuan for the ultra-thin range hood [5] - The campaign will run until January 4, 2026, featuring various engaging activities like football interactions and home appliance exhibitions to enhance consumer experience [5]

近日，海尔智家作为行业内唯一代表，受邀在中国上市公司协会第三届理事会第六次会议上，分享了其 在发展新质生产力方面的实践，涵盖高端化、全球化、数字化、智能化及生态化等多个方面。 其中，在数字化上海尔智家持续见效：近几年来净利率一直在提升，费率一直在优化，5年来累计优化 了5.4pct。 （数据来源：公开财报数据整理） 这条持续下行的费率曲线，不仅有力回应了外界关注的费率问题，更印证了海尔智家通过数字化转型重 塑内部运营、创造深层价值的战略成果。 从用户需求出发的必然选择 要理解费率优化的意义，首先需要回答一个更为根本的问题：海尔智家为何要全面推动数字化转型？ 答案，藏在用户日益精细化、多元化的需求之中。只有通过全员、全流程与用户零距离，才能真正听懂 用户的声音，并快速将他们的需求转化为现实的产品与服务。 因此，海尔智家的数字化并非单纯的"降本"，而是一次深刻的商业模式变革。从"企业生产什么，用户就 买什么"的推力模式，转变为"用户需要什么，企业就创造什么"的拉力模式。 当企业能够以更高的效率满足甚至超越用户期待时，增长的飞轮才会真正开始旋转。费率的优化，在这 里不再是生硬的财务目标，而是用户体验提升后，一个水到 ...

【大河财立方消息】12月1日，银河证券研报表示，12月，A股市场仍处于向上态势，短期行情预计呈 现震荡结构特征，港股或将受到美联储释放的信号的影响，呈现震荡上行趋势。 首先，建议关注12月的中央经济工作会议，2026是"十五五"开局之年，预计会议将重点部署2026年经济 政策，在财政货币政策、扩内需、稳地产、"反内卷"等方面或将做出重点部署。 关注线索： （1）"反内卷"主线。"反内卷"政策预期与推进效果将持续体现，以促进行业业绩改善，美元走弱或将 直接推升大宗商品价格。建议关注受益于金铜量价齐升的资源品板块。 （2）出海主线。中国高端制造业在全球市场份额未来有望持续提升，叠加2026年相对稳定的外部贸易 环境，海外收入预期成为公司利润增长的重要动力。建议关注风电设备、家电出口相关板块。 （3）高股息与红利主线，建议关注现金流稳定、分红率占优的防御板块。 其次，美联储在12月议息会议上,可能采取"降息+鹰派指引"的组合。 再次，一系列产业会议可能催生相关主题的投资机会。例如，12月1日2025"人工智能+"产业大会，12月 4日脑机接口大会，12月9日第九届国际碳材料大会，12月11日2025算力产业生态高质 ...