刷到一条又一条"沉浸式冰箱收纳"的视频，不少人感叹：要是家里冰箱也能像博主家的那样就好 了。 人们对冰箱不再仅仅停留在"存放食物"的需求，而是更加关注健康、保鲜与智能体验。 8月22日播出的《海尔新声浪》冰箱专场，便以年轻大学生的视角切入，通过真实生活场景与创 意表达，呈现出消费者对冰箱的多样化需求，也让观众看到了海尔麦浪冰箱如何以科技解决生活 痛点。 这场"五进二"的晋级赛以"感味生活"为主题，选手通过视觉、味觉、听觉、触觉、嗅觉这"五 感"与观众对话，将海尔冰箱的核⼼科技功能转化为可感知、可共情、可传播的情感叙事。 01 谁来为冰箱发声？ 冰箱，从来不止是冰冷的生活工具，更像一个沉默的情感容器，承载着人类的温情与文明的印 记，塞满的不是冰箱而是父母对你的牵挂。 想必很多人都有这样的记忆：小时候家里那台老冰箱，用了许多年，即便早已到了报废的年 纪，却依旧被视为家庭的一员，谁也舍不得丢弃。 这台带着岁月痕迹的"老古董"，肚子里藏着的何止是冰镇的汽水与水果，那是一整个闪闪发光 的童年，更是长辈们未曾言说、却细水长流的爱。 可面对家中这台承载回忆的老冰箱，每个人心里大抵都藏着些复杂的滋味。 老人节俭惯了，剩饭剩菜 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净点比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000333 | 美的集团 | 7091.87万 | 2.52% | -1.76 Z | -6.24% | 1.05 Z | 3.72% | | 001387 | 雪祺电气 | 225.10万 | 3.29% | -101.79万 | -1.49% | -123.32万 | -1.80% | | 002668 | TCL智家 | 6.49万 | 0.04% | 85.03万 | 4 0.58% | -91.51万 | -0.62% | | 600983 | 惠而浦 | -101.26万 | -1.30% | -826.59万 | -10.64% | 927.86万 | 11.94% | | 600336 | 澳柯玛 | -249.97万 | -0.95% | -140.18万 | -0.53% | 390.15万 | 1.48% | | 000521 | 长虹美菱 | ...

Core Viewpoint - Haier Smart Home has shown a stable performance in the home appliance sector, with a market capitalization of 241.89 billion yuan and a recent trading volume of 1.22 billion yuan, indicating investor interest and potential growth opportunities [1]. Company Overview - Founded in 1984, Haier Group has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2]. - The company is recognized as the world's largest brand in major home appliances, holding a global retail market share of 10.2% in 2014 and maintaining this position for six consecutive years [2]. Shareholder Structure - The top ten circulating shareholders include significant entities such as Central Huijin Asset Management and China Securities Finance Corporation, indicating institutional support [3]. - As of March 31, 2025, Haier Smart Home had 188,700 shareholders, reflecting a 13.34% increase from the previous period [7]. Financial Performance - For the first quarter of 2025, Haier Smart Home reported a revenue of 79.12 billion yuan, representing a year-on-year growth of 14.70%, and a net profit attributable to shareholders of 5.49 billion yuan, up 14.95% year-on-year [7]. - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [8]. Market Activity - The stock has seen a net inflow of 979,200 yuan today, with a 0% market share, and has been experiencing increased institutional investment over the past two days [4]. - The average trading cost of the stock is 25.42 yuan, with the current price approaching a resistance level of 25.90 yuan, suggesting potential for upward movement if this level is surpassed [6].

Group 1 - The washing machine industry is experiencing intensified competition due to differentiated consumer demand and accelerated product iteration [1] - Haier's market share in the online segment reached 38.8%, marking a year-on-year increase of 0.9 percentage points, making it the only brand among the top three to show positive growth [1] - In the offline market, Haier's retail share stands at 47.2%, capturing nearly half of the market and also ranking first [1] Group 2 - Haier has accumulated nearly 4,000 invention patents in core technology areas such as washing performance, noise reduction, and smart control by 2024 [2] - The company effectively translates its technological innovations into tangible user experiences, enhancing the quality of life for consumers [2] - Future market competition will increasingly test brands' understanding of consumer needs and their ability to efficiently convert technological innovations into market advantages [2]

Core Insights - The demand for whole-house customization in the housing market is expected to exceed 100 billion yuan for the first time by 2025, driven by the renovation needs of existing homes [4] - The Z generation is becoming the main consumer force in the home furnishing market, significantly influencing market dynamics through their unique consumption behaviors and preferences [5][6] - The industry is transitioning from single product competition to system capability competition, with a focus on integrated solutions that meet the personalized and holistic needs of consumers [11] Market Trends - The rise of "light high-end" products emphasizes a balance between quality and price, aligning with current consumer trends [5][6] - Brands are increasingly adopting scene-based designs that cater to specific lifestyles, such as pet ownership, gaming, and fitness, enhancing personalization and technological integration [6][8] - The use of metal materials like stainless steel and eco-aluminum is on the rise, reflecting a shift in consumer preferences towards innovative and durable materials [8] Industry Dynamics - The integration of upstream and downstream industries is becoming more pronounced, with brands increasingly recognizing the importance of whole-house customization as a future development consensus [9][10] - The competitive landscape is evolving, with new entrants aiming to establish themselves in the whole-house customization market alongside established players [9][10] - The market is experiencing a "Matthew effect," where brand concentration and the survival of the fittest are expected to intensify in the coming quarters [10] Future Outlook - The success of whole-house customization as a core driver of the home furnishing industry will depend on companies' ability to balance user demand insights, supply chain collaboration, and delivery service efficiency [11] - The transformation from "customization" to "whole-house" represents a critical leap for the Chinese home furnishing industry towards higher-end positions in the global value chain [11]

Core Insights - The washing machine industry is experiencing intensified competition, with brands increasing investments in technology, products, and user experience. Haier's washing machines lead the market in both share and growth rate [1][2]. Market Performance - Haier's washing machine offline market share reached 47.2%, ranking first in the industry, with a year-on-year net increase of 1.6 percentage points, also the highest growth rate in the sector [1]. Consumer Demand Trends - Consumer demand for washing machines has evolved beyond basic cleaning functions, shifting towards health, efficiency, and precision. There is a growing need for high washing efficiency due to fast-paced lifestyles, concerns about cleaning effectiveness, and the need for professional care of high-end fabrics [1]. Product Innovation - Haier's washing machines leverage technological innovation to create a differentiated competitive advantage. The Haier Yunxi 4.0 washing machine features AI direct drive technology that can clean 81 common stains in 15 minutes, addressing concerns about quick washing not being effective [2]. - The Casarte Neutron washing and drying machine utilizes proprietary wet washing technology to provide customized care programs for different high-end fabrics, allowing users to manage delicate clothing at home [2]. - Leader has introduced the industry's first integrated three-drum washing machine, designed for compact spaces, capable of washing different types of clothing simultaneously in 22 minutes, addressing the challenges of laundry sorting in larger households [2]. Strategic Effectiveness - Haier's dual leadership in market share and growth rate reflects the effectiveness of its user demand-oriented strategy supported by technological innovation. Continuous focus on addressing user pain points is essential for maintaining long-term growth in a competitive market [2].

金融界2025年8月22日消息，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"智能设备的配对方法和装置、存储介质及电子 装置"的专利，授权公告号CN116133088B，申请日期为2022年11月。 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1908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，青岛海尔科技有限公司参与招投标项目75次，财产线 索方面有商标信息198条，专利信息3739条，此外企业还拥有行政许可7个。 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 ...

智通财经APP获悉，国联民生证券发布研报称，空调7月内销双位数增长，外销弱势运行，符合市场预 期。政策/高温带动下，2025冷年空调内销量同比+11%至1.1亿台，历史新高。过去十年产业景气包括 2017(地产+热夏)及2023-2024(疫后修复+政策)，内销降幅超过10%仅在2015(去库)及2020(疫情)，无累 库/需求冲击时，基数影响有限。冷年内销景气收官，海外关税/地缘仍有不确定性，龙头转产持续推 进，出海长逻辑不改；白电龙头高质量且高股息，投资价值值得重视。 产业在线发布7月空调产销数据 国联民生证券主要观点如下： 当月家用空调产量1,612万台，同比-0.01%，销量1,644万台，同比+1.58%，其中内销1,058万台，同比 +14.34%，出口585万台，同比-15.47%，期末库存1,472万台，同比-7.47%；分公司销量，格力当月同 比-4.05%(内销持平，出口-15.00%)；美的同比-7.37%(内销+1.69%，出口-22.22%)；海尔同比+27.59% (内销+57.89%，出口-30.00%)；海信同比+19.58%(内销+62.50%，出口-11.93%)；长虹同比 ...

Core Viewpoint - Haier Smart Home has shown a positive stock performance with a 1.15% increase in share price, reaching a market capitalization of 240.11 billion yuan [1] Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2] - The company's main business includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [2][6] - As of March 31, 2025, Haier Smart Home reported a revenue of 79.12 billion yuan, a year-on-year increase of 14.70%, and a net profit of 5.49 billion yuan, up 14.95% year-on-year [6] Financial Performance - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [7] - The average trading cost of the stock is 25.41 yuan, with the current stock price approaching a resistance level of 25.90 yuan, indicating potential for upward movement if the resistance is broken [5] Shareholder Structure - As of March 31, 2025, the number of shareholders increased to 188,700, with an average of 0 circulating shares per person [6] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some reductions in their holdings compared to the previous period [7][8]

Core Viewpoint - Haier Smart Home (600690)(06690) announced a share buyback plan, indicating confidence in its stock value and commitment to returning capital to shareholders [1] Group 1 - The company plans to repurchase 200,000 A-shares at a total cost of 5.078 million yuan [1] - The buyback price per share is set between 25.38 and 25.4 yuan [1]