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1月23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 ...

Group 1 - The white goods sector experienced a decline of 1.43% on January 23, with Gree Electric leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Major stocks in the white goods sector showed mixed performance, with Aokema rising by 2.20% and Gree Electric falling by 1.05% [1] Group 2 - The net outflow of main funds in the white goods sector was 212 million yuan, while retail investors saw a net inflow of 391 million yuan [1] - Detailed fund flow data indicates that Midea Group had a net outflow of 1.67 billion yuan from main funds, while Haier Smart Home saw a net inflow of 72.47 million yuan [2] - Gree Electric had a significant net outflow of 3.81 billion yuan from main funds, indicating a strong selling pressure [2]

Industry - In December 2025, the total retail sales of consumer goods reached 45,136 billion yuan, a year-on-year increase of 0.9% [1] - The total retail sales of consumer goods for the entire year of 2025 amounted to 501,202 billion yuan, growing by 3.7% compared to the previous year [1] - The retail sales of furniture products in December were 20.7 billion yuan, showing a year-on-year decline of 2.2%; the cumulative retail sales for the year reached 209.2 billion yuan, an increase of 14.6% year-on-year [1] - The retail sales of building and decoration materials in December were 17.2 billion yuan, down 11.8% year-on-year; the cumulative retail sales for the year were 167.1 billion yuan, a decrease of 2.7% year-on-year [1] Company - Chasing Technology established two new companies, Chasing Yaochen Technology (Suzhou) Co., Ltd. and Chasing Chichen Technology (Suzhou) Co., Ltd., both with a registered capital of 2 billion yuan, focusing on the research and development of intelligent robots [1] - Wan Hua He Xiang Group's IPO counseling report indicates that the company needs to further improve its corporate governance, with a focus on enhancing the execution of governance systems [2] - The report also highlights an oversupply in the domestic man-made board industry, prompting the company to control product quality while expanding into high-end product markets [2] - Dream Home announced the use of 372 million yuan of idle fundraising to purchase structured deposit products for capital preservation and appreciation [3] - Haier Smart Home plans to repurchase up to 1 million D-shares with a total fund not exceeding 2 million euros, which will be canceled to reduce registered capital [4][5] - Fusenmei announced that the chairman Liu Bing's detention has been changed to a directive for supervision, allowing him to resume his duties as chairman and legal representative [6]

国家知识产权局信息显示，海尔优家智能科技（北京）有限公司、青岛海尔科技有限公司、海尔智家股 份有限公司取得一项名为"页面状态的确定方法及装置、存储介质及电子装置"的专利，授权公告号 CN116304455B，申请日期为2023年2月。 海尔智家股份有限公司，成立于1994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943811.4893万人民币。通过天眼查大数据分析，海尔智家股份有限公司共对外投资 了59家企业，参与招投标项目1905次，财产线索方面有商标信息289条，专利信息5000条，此外企业还 拥有行政许可10个。 天眼查资料显示，海尔优家智能科技（北京）有限公司，成立于2015年，位于北京市，是一家以从事科 技推广和应用服务业为主的企业。企业注册资本14300万人民币。通过天眼查大数据分析，海尔优家智 能科技（北京）有限公司参与招投标项目16次，财产线索方面有商标信息1条，专利信息2057条，此外 企业还拥有行政许可2个。 青岛海尔科技有限公司，成立于2000年，位于青岛市，是一家以从事仪器仪表制造业为主的企业。企业 注册资本8000万人民币。通过天眼查大数据分析，青岛海 ...

Group 1 - Haier U+ Smart Technology (Beijing) Co., Ltd., Qingdao Haier Technology Co., Ltd., and Haier Smart Home Co., Ltd. have obtained a patent for a method and device for determining fault types, with the patent number CN116026095B, applied for on November 2022 [1] - Haier U+ Smart Technology (Beijing) Co., Ltd. was established in 2015, located in Beijing, with a registered capital of 143 million RMB, and has participated in 16 bidding projects, holding 1 trademark and 2057 patents [1] - Qingdao Haier Technology Co., Ltd. was established in 2000, located in Qingdao, with a registered capital of 80 million RMB, and has participated in 81 bidding projects, holding 199 trademarks and 3905 patents [1] Group 2 - Haier Smart Home Co., Ltd. was established in 1994, located in Qingdao, with a registered capital of approximately 943.81 million RMB, and has invested in 59 companies, participated in 1905 bidding projects, holding 289 trademarks and 5000 patents [2]

Core Viewpoint - Sony has announced a joint venture with TCL to manage its home entertainment business, with TCL holding a 51% stake, effectively transferring Sony's television operations and the BRAVIA brand to TCL, marking a significant shift in the consumer electronics market [1][5]. Group 1: Sony's Strategic Shift - Sony lacks display panel production capabilities, which are crucial for maximizing profits in the television market, relying on LG and TCL for panel supply and Mediatek for picture quality chips [1]. - Sony's television market presence is minimal, consistently ranking in the "others" category, and its television segment is less profitable compared to its other businesses like CIS chips, gaming, and music [1][5]. - The move signifies Sony's exit from the competitive global television market, following a trend where Japanese brands have been selling off their consumer electronics divisions [5][7]. Group 2: TCL's Positioning - For TCL, acquiring Sony's brand equity is a strategic asset that, combined with its own panel production capabilities, positions it to challenge Samsung's dominance in the global market [5]. - TCL is currently the only domestic television brand in China with display panel production capabilities, which is essential for maintaining competitive pricing and product quality [18][27]. Group 3: Decline of Japanese Brands - The exit of Sony marks the end of Japan's independent television brands, with other major players like Sharp, Toshiba, and Panasonic also having exited or significantly downsized their television operations [5][15]. - The decline of Japanese television brands is attributed to their loss of panel production capabilities, which has resulted in a lack of pricing power in the market [16][23]. - The financial crisis of 2008 and subsequent strategic missteps led to a shift in focus for Japanese companies from consumer electronics to higher-margin components, further diminishing their presence in the television market [7][12][13].

Core Viewpoint - The event focused on enhancing safety awareness and emergency response capabilities among employees at the Shenyang Haier Refrigerator Company through interactive and engaging activities [1][2]. Group 1: Event Overview - A practical class themed "Everyone Talks Safety, Everyone Can Respond" was held in Shenyang, emphasizing the importance of safety in the workplace [1]. - The event featured an "Emergency Science Classroom" where safety instructors engaged with employees through interactive discussions rather than traditional lectures [1]. - Key safety knowledge areas included fire safety, gas usage prohibitions, CPR techniques, and safety production, which were made accessible through demonstrations and quizzes [1]. Group 2: Competition and Engagement - The "Safety Production Competition" showcased five teams from various departments, highlighting their commitment to safety through spirited slogans [1]. - A "Workshop Hazard Inspection Competition" allowed participants to identify potential risks, demonstrating their accumulated knowledge and meticulous approach to safety [1]. Group 3: Emergency Safety Market - The "Emergency Safety Market" was a popular segment, featuring seven experiential zones where employees could actively participate in safety drills [2]. - Employees engaged in hands-on activities such as fire simulation, CPR training, and disaster escape techniques, transforming abstract emergency knowledge into practical skills [2].

Group 1 - The A-share market experienced fluctuations at relatively high levels in Q4 2025, with a slight decrease in overall equity positions of public funds compared to Q3 2025 [1][2] - The average equity positions for stock and mixed funds were 89.06% and 81.05%, respectively, showing a minor decline from the previous quarter [2] - Major holdings in public funds included leading light module companies, with Zhongji Xuchuang and Xinyi Sheng surpassing Ningde Times and Tencent Holdings to become the top two heavyweights [1][4] Group 2 - Several actively managed equity funds significantly increased their positions, with notable examples including Bosera Huixing and GF Chengxiang, which raised their equity positions by 12.31 and 10.3 percentage points, respectively [2] - Fund managers expressed optimism about the A-share market for 2026, citing potential dual benefits from domestic and international liquidity [3][9] - The focus on technology sectors continued, with managers identifying investment opportunities in storage chips, solid-state batteries, and humanoid robots [7][10] Group 3 - The top 50 heavyweights in public funds were primarily concentrated in information technology, consumer goods, and investment sectors, with 18 stocks in the information technology sector [4][6] - AI-related stocks gained prominence, with Zhongji Xuchuang, Xinyi Sheng, and Hanwujing entering the top seven heavyweights due to the AI boom [4][6] - The number of innovative drug companies in the top 50 heavyweights decreased from eight to five by the end of Q4 2025, indicating a shift in investment focus [5] Group 4 - Fund managers anticipate that the AI investment theme will continue to be a primary focus, with expectations for rapid growth in AI applications in the coming years [9][10] - The investment strategy is shifting towards AI applications, including smart driving, edge AI, and humanoid robots, as the industry matures [9][10] - The overall sentiment among fund managers is that the AI-driven technology market will remain a significant area of investment for the next several years [9][10]

Group 1 - In 2025, retail sales of home appliances reached 1.1695 trillion yuan, and communication equipment reached 1.0076 trillion yuan, both surpassing the trillion yuan mark [2] - The shift in consumer structure towards greener products is evident, with over 90% of sales in the 12 categories of appliances under the trade-in policy being energy-efficient or water-efficient products [2] - Major home appliance companies are planning to consolidate their advantages in 2026 through technological innovation, business streamlining, and global expansion [2] Group 2 - Gree Electric's Vice President stated that the company is replacing welding work with self-developed robots and is enhancing its capabilities in smart industrial fields [3] - Midea Group's Chairman emphasized maintaining strategic focus on robotics, energy, and medical businesses, which have vast market potential, while also streamlining redundant operations [3] - Haier Smart Home is committed to a global and high-end strategy, indicating a shift from scale expansion to quality and efficiency [4] Group 3 - The market opportunities created by policies are accelerating the transformation of home appliance companies from scale expansion to quality and efficiency [4] - Leading companies are leveraging the policy window to build core competitiveness through technological innovation and strategic focus, aiming for sustainable development amid intense market competition [4]

智通财经APP讯，海尔智家(06690)发布公告，于2026年1月22日该公司斥资人民币264.09万元回购10.2万 股A股，回购价格为每股人民币25.88-25.93元。 于2026年1月21日该公司斥资9.21万欧元回购4.4万股，回购价格为每股2.0875-2.1025欧元。 ...