Core Insights - Haier Group and Alibaba Group signed a comprehensive strategic cooperation agreement on October 11, focusing on AI collaboration to enhance industrial innovation and development [1] Group 1 - The partnership aims to leverage Haier's full ecological layout and Alibaba's full-stack AI capabilities [1] - The collaboration is expected to accelerate the development of a new digital industry ecosystem [1] - The agreement emphasizes the importance of AI innovation in the industrial sector [1]

Core Insights - Haier Group and Alibaba Group have signed a comprehensive strategic cooperation agreement focusing on AI collaboration, aiming to explore new paths for industrial AI transformation [1][2] - The partnership will leverage Alibaba's digital technology advantages and Haier's expertise in smart living, health, and digital economy, creating a high-quality smart living experience for global users [1][2] AI and Cloud Collaboration - The collaboration will involve a full-stack AI partnership in the AI+cloud domain, focusing on smart home and intelligent manufacturing scenarios to build industry-level models and deepen AI applications [2] - Both companies will integrate Haier's industrial internet platform capabilities with Alibaba's computing power to advance AI technology breakthroughs and application innovations in manufacturing and services [2] E-commerce and Globalization - The partnership aims to enhance cooperation in domestic and overseas consumer sectors, utilizing Haier's industrial strengths and Alibaba's overseas e-commerce system to create a cross-industry, cross-region digital ecosystem [2] - Haier and Alibaba will establish a resilient heterogeneous computing power platform and a high-availability architecture globally, supporting Haier's development in key overseas markets like Southeast Asia [2] Strategic Partnerships with Other Companies - Alibaba has been collaborating with various companies, including BMW, China Mobile, China Unicom, and China Telecom, to build a new AI industry ecosystem based on cloud, computing power, and large models [3][4] - These partnerships signify a new phase of strategic cooperation, focusing on advanced technologies such as AI large models and intelligent voice interaction [3]

中国基金报记者 曹雯璟 10 月 13 日，记者从阿里巴巴处获悉，海尔集团与阿里巴巴集团近日签署全面战略合作协 议，达成全面 AI 合作。根据协议，海尔集团与阿里巴巴的战略合作将聚焦 AI+ 云、电商、全 球化等核心领域，为产业 AI 转型探索新路径。 【导读】海尔与阿里巴巴战略签约，聚焦 AI+ 云、电商、全球化合作 照片来源：阿里巴巴 海尔集团董事局主席、首席执行官周云杰表示，阿里巴巴在数字技术与生态布局上的优势， 与海尔深耕智慧住居、大健康、数字经济三大赛道的实践高度契合。此次合作不仅是双方的 强强联合，更是实体经济与数字经济深度融合的重要探索，将为全球用户创造更高品质的智 慧生活体验。 阿里巴巴集团首席执行官吴泳铭表示，阿里巴巴希望发挥自身在 AI 与云计算方面的优势，结 合海尔深厚的产业实践，共同推动 AI 技术在产业的深度应用与前沿创新。 海尔集团与阿里巴巴签署全面战略合作协议 共建数字产业新生态 10 月 11 日，海尔集团与阿里巴巴集团签署全面战略合作协议，达成全面 AI 合作。据了 解，双方将充分发挥海尔的全生态布局与阿里巴巴的全栈 AI 能力优势，共建数字产业新生 态，加速产业 AI 创新 ...

蚂蚁集团推出的 AI 健康应用 AQ 已服务超 1.4 亿用户，提供寻医、问诊、读报告、测健康等上百项 AI 服务，并连接全国近百万真实医生、超 5000 家医院、超 300 位名医 AI 分身。 结合海尔集团旗下盈康一生医疗服务产业资源，双方将共同推进基于患者体验的"挂号问诊-智慧诊疗- 支付-健康管理"的就医AI技术部署，探索智慧专科诊疗服务、高端医疗商保支付、家庭与社区康养等软 硬件一体解决方案，提升诊疗效率与服务体验，助力全民健康服务持续升级。 【#蚂蚁与海尔达成全面战略合作#】10 月 11 日，海尔集团公司与蚂蚁科技集团股份有限公司正式签署 全面战略合作协议。双方将围绕数字支付、医疗健康服务、车家生态互联等领域展开深度合作，共同探 索面向未来的智慧生活新场景与新体验。 根据协议，双方合作将重点聚焦以下方向： 深化数字支付服务 依托蚂蚁集团的支付技术和风控体系，双方将共同探索将"支付宝碰一下"创新交互技术、企业码等数字 支付服务，深度融合至海尔集团数字化收银、线下零售等全渠道场景，持续优化用户体验与全链路效 率。 同时，双方将继续优化支付还款服务体验，提供花呗分期等创新支付服务，以满足更广大用户群体 ...

近日，海尔集团公司（以下简称"海尔集团"）与蚂蚁科技集团股份有限公司（以下简称"蚂蚁集团"）正 式签署全面战略合作协议。双方将围绕数字支付、医疗健康服务、车家生态互联等领域展开深度合作， 共同探索面向未来的智慧生活新场景与新体验。 根据协议，双方合作将重点聚焦以下方向： 拓展车家互联新生态 目前，蚂蚁集团旗下支付宝已累计服务超3亿车主，覆盖了9大出行场景和100多种出行服务。海尔集团 旗下汽车之家则是中国领先的汽车消费者在线服务平台。 未来，双方将基于「人车家」战略共识，发挥各自优势，通过流量与内容生态合作、整车售卖业务合 作、智慧与绿色出行等领域，探索车家互联场景的创新模式，为用户打造更主动、个性化的智慧出行体 验，共同构建开放共赢汽车产业数字生态。 深化数字支付服务 依托蚂蚁集团的支付技术和风控体系，双方将共同探索将"支付宝碰一下"创新交互技术、企业码等数字 支付服务，深度融合至海尔集团数字化收银、线下零售等全渠道场景，持续优化用户体验与全链路效 率。 同时，双方将继续优化支付还款服务体验，提供花呗分期等创新支付服务，以满足更广大用户群体的需 求。 共建智慧健康服务 蚂蚁集团在医疗健康领域持续深耕，其推出 ...

Core Insights - Haier Air Conditioning launched its "Double 11 Renewal Festival" on October 12, showcasing AI innovations and creating an immersive experience for users to validate the technology [1][10] - The company reported a 31% year-on-year increase in total channel sales from January to September, surpassing its projected annual net revenue for 2024 within just nine months [3] - The event emphasized user experience, transforming laboratory technology into practical solutions for consumers [3][10] Product Innovations - The "Kasa Di Ling Guang Ping" air conditioner features an industry-first flat hidden design, minimizing the visibility of air outlets while maintaining airflow, appealing to users focused on home aesthetics [3][6] - The "Tongshuai AI Lazy New Wind Air Conditioner" addresses common user pain points with a "one-click management" feature that automates five AI functions, saving approximately 295 kWh of electricity annually [4][5] - The "Haier Mai Lang Comfortable Wind Air Conditioner" incorporates "AI Eye" technology to track human presence and adjust airflow accordingly, enhancing user comfort and safety [6][10] - The "Haier Nuan Yang Pro Central Air Conditioning" is designed for extreme cold conditions, maintaining heating efficiency at temperatures as low as -35°C while achieving significant energy savings [8] User Engagement - The "thousand-person testing" initiative allows users to personally experience and validate the air conditioning products, shifting the focus from mere specifications to tangible comfort and safety [10] - The event aims to redefine air conditioning consumption by combining technology, user experience, and consumer rights, emphasizing that good air quality should be a palpable experience rather than just data on a specification sheet [10]

Core Viewpoint - Haier Group and Alibaba Group have signed a comprehensive strategic cooperation agreement to enhance AI collaboration, aiming to build a new digital industry ecosystem and accelerate AI innovation in the industry [1][3]. Group 1: Strategic Focus Areas - The strategic cooperation will focus on key areas such as AI + Cloud, e-commerce, and globalization, exploring new paths for industrial AI transformation [3]. - In the AI + Cloud sector, both companies will engage in a full-stack AI collaboration, developing industry-level models for smart homes and intelligent manufacturing, and deepening AI applications [3]. - In advanced manufacturing, the partnership will create a comprehensive AI service system integrating computing power, models, platforms, and applications, leveraging Haier's industrial internet capabilities and Alibaba's computing power expertise [3]. Group 2: E-commerce and Globalization - In the e-commerce domain, the collaboration will enhance cooperation in domestic and overseas consumer markets, utilizing Haier's industrial strengths and Alibaba's overseas e-commerce framework to build a cross-industry and cross-regional digital ecosystem [3]. - For globalization, Haier and Alibaba will establish a resilient heterogeneous computing power platform and a highly available architecture for cloud services globally, supporting Haier's development in key overseas markets like Southeast Asia [3]. Group 3: Leadership Insights - Haier's Chairman and CEO, Zhou Yunjie, emphasized that the collaboration aligns with both companies' strengths, merging physical and digital economies to enhance the quality of smart living experiences for global users [4]. - Alibaba's CEO, Wu Yongming, expressed the intention to leverage Alibaba's advantages in AI and cloud computing, combined with Haier's industry practices, to promote deep applications and innovations in AI technology [4].

长江商报消息 ●长江商报记者 沈右荣 高管增持、公司回购，白电三巨头之一的海尔智家（600690.SH）向市场传递利好。 2025年9月30日晚，海尔智家发布公告，公司累计耗资10.17亿元回购了公司股份。 半年前，公司宣布，拟出资不低于10亿元、不超过20亿元回购公司股份。 当晚，海尔智家还公告，包括董事长、总裁李华刚在内，公司9名董事、高管合计出资2106.10万元增持公司98.58 万股，超过此前计划数的下限。 近年来，海尔智家也表现出稳健发展的势头。2021年至2024年，公司归母净利润同比年均增速均达到两位数。 2025年上半年，公司实现的归母净利润为120.33亿元，创历史新高，同比增长15.59%，延续了两位数的增长趋 势。 二级市场上，截至10月10日收盘 ，海尔智家A+H市值2270.73亿元，略高于格力电器的2264亿元。 本次增持主体有9人，包括董事长、总裁李华刚，董事、副总裁、财务总监宫伟，黄晓武等6名副总裁，董秘刘晓 梅。 海尔智家积极投入研发，以支撑其"智慧家"，2025年上半年，公司研发投入为60.17亿元，同比增长12.30%。 增持回购均已超下限 海尔智家之前披露的增持、回购 ...

【环球网科技综合报道】今年前三季度，海尔空调交出亮眼成绩单：1-9月全渠道销量同比增幅31%，仅用9个月时间，全渠道年累净收入就已超越2024年全 年。 在业绩领跑基础上，海尔空调率先开启双11。10月12日，在青岛举办的"海尔空调双11焕新盛典"上，一场近千人参与的线下众测活动同步启动。用户通过亲 手触摸、亲耳聆听与亲身感受，开启了一场沉浸式的AI好空气体验之旅。 AI 好空气赛场：用科技破解空气难题 步入展区，仿佛置身于一场科技与运动交织的赛场。海尔创新打造"AI好空气赛场"，将足球、乒乓球等竞技元素融入体验场景。这一创意恰好与品牌的体育 布局相呼应——海尔欧洲已与利物浦、巴黎圣日耳曼两大欧洲冠军足球队达成长期合作，更成为中国女排官方合作伙伴。此次海尔将竞技精神融入空气体 验，旨在为用户呈现一种更具参与感的科技互动。 在这个赛场上，海尔旗下4大AI矩阵以创新科技直面各类空气难题： 卡萨帝空调 主打"AI舒适"，如技巧型球员般细腻控风。揽光平隐式空调、星悦空调等产品，借助平隐式送风、舒适分控等技术，打破传统空调冷热不均的舒 适难题。 海尔空调 以"AI健康"为核心，像赛场上的防守主力。麦浪舒适风、小红花聪明 ...

2025 年 10 月 12 日 第四批国补资金下达，10 月空 排产同比承压 ―《2025/9/29-2025/10/10》家申周报 相关研究 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.co m 刘嘉玲 A0230522120003 liujl@swsresearch.com 联系人 刘嘉玲 (8621)23297818× liujl@swsresearch.com 申万宏源研究微信服务号 本期投资提示: 数据观察：8 月白电内销延续增长，外销表现分化 ● 1) 空调出货端：总体销量增长，内外销表现分化。根据产业在线披露数据，2025 年 8 月空调行业实现产量 1288.10 万台,同比上升 9.40%; 实现总销量 1302.30 万台,同 比下降 1.00%，其中内销 773.70 万台，同比上升 1.20%，出口 528.70 万台，同比下 ​​​ 2) 冰箱出货端：内销保持增长，外销有所下降。根据产业在线披露数据，2025 年 8 月冰箱行业实现产量 871.00 万台，同比上升 3.4%；实现销量 862.00 万台，同比上升 2.10%，其中内销 ...