为维护资本市场稳定，银行正积极展开行动！ 4月9日晚间，华夏银行公告称，部分董事、监事、高级管理人员，部分总行部门、分行、子公司主要负责 人及业务骨干计划通过上交所交易系统集中竞价交易方式，以自有资金增持该行股份，合计增持金额不低 于3000万元。"增持主体基于对本行价值的认可、未来战略规划及发展前景的信心，相信本行股票长期投 资价值。"该行公告称。 近日又有多家上市公司称，获得银行提供的回购或增持贷款额度，其中海尔智家获得银行回购专项贷款上 限达18亿元，赛轮轮胎实控人获得银行增持贷款上限为9亿元。 事实上，自股票回购增持再贷款工具创设以来，商业银行集体行动，提供资金支持。截至4月9日记者发稿 前，已有超过400家A股上市公司获得银行相关贷款额度上限超过871亿元。有券商分析师表示，商业银行 加快落地上市公司股票回购增持贷款，引导积极预期，有利于资本市场的平稳可持续发展。 年内贷款意向超370亿元 近期，商业银行正加快落地回购增持贷款。Wind数据显示，今年3月份，A股47家上市公司获得银行回 购、增持贷款的申请总额达113.9亿元，环比2月份大幅增长约45%，其中增持金额环比增幅达88%。 据券商中国记者 ...

Core Viewpoint - Haier Smart Home Co., Ltd. has announced the progress of its A-share repurchase plan and received a financing commitment letter from the Industrial and Commercial Bank of China [1][5]. Group 1: Share Repurchase Progress - From April 8 to April 9, 2025, the company repurchased a total of 1,630,100 A-shares, accounting for 0.017% of the total share capital, with a maximum purchase price of 24.73 CNY/share and a minimum of 24.02 CNY/share, totaling 39,747,858 CNY [2][3]. - As of April 9, 2025, the total shares repurchased since the start of the plan on April 7, 2025, reached 2,240,100, representing 0.024% of the total share capital, with a maximum price of 24.73 CNY/share and a minimum of 23.60 CNY/share, amounting to 54,227,312 CNY [2][3]. Group 2: Financing Commitment - The company received a financing commitment letter from the Industrial and Commercial Bank of China, agreeing to provide a loan of 180,000 million CNY for a period of three years, specifically for the purpose of repurchasing company shares [5][6]. - The commitment letter is valid for one year from the date of issuance [6]. Group 3: Compliance and Implementation - The share repurchase is in compliance with relevant laws and regulations, as well as the company's repurchase plan requirements [4]. - The company has established a dedicated securities account for the share repurchase to ensure that the loan is used specifically for this purpose [7].

股票简称：海尔智家 股票代码：600690 编号：临 2025-024 海尔智家股份有限公司 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 规定，现将公司回购股份进展情况公告如下： 2025 年 4 月 8 日至 2025 年 4 月 9 日，公司通过集中竞价交易方式已累计回 购 A 股股份 1,630,100 股，占公司总股本的比例为 0.017%，购买的最高价为 24.73 元/股、最低价为 24.02 元/股，支付的金额为 39,747,858.00 元；本次回购实施起 始日（2025 年 4 月 7 日）至 2025 年 4 月 9 日，公司已累计回购股份 2,240,100 股，占公司总股本的比例为 0.024%，购买的最高价为 24.73 元/股、最低价为 23.60 元/股，支付的金额为 54,227,312.00 元。 上述回购符合相关法律法规规定及公司回购股份方案的要求。 二、 《融资承诺函》主要内容 关于回购 A 股股份进展暨取得融资承诺函的公告 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 ...

Core Viewpoint - Haier Smart Home has repurchased a total of 2.24 million A-shares, representing 0.024% of its total share capital, and has received a financing commitment letter for 1.8 billion yuan [1] Group 1 - The company repurchased 1.63 million A-shares from April 8 to 9, 2025, which accounts for 0.017% of its total share capital [1] - The total amount spent on the repurchase since the start date (April 7) is 54.23 million yuan [1] - The financing commitment letter from Industrial and Commercial Bank of China promises a loan amount of 1.8 billion yuan with a term of 3 years, which will support the company's share repurchase [1]

Core Viewpoint - The leading home appliance companies in China, including Midea Group, Haier Smart Home, and Gree Electric Appliances, are initiating share buybacks to boost investor confidence amid market fluctuations and external pressures such as tariffs from the U.S. [2][3] Group 1: Midea Group - Midea Group announced a share buyback plan to spend between 1.5 billion to 3 billion yuan over the next year, aiming to repurchase 15 million to 30 million shares, which represents approximately 0.2% to 0.39% of its total share capital [2] - The company reported a revenue of 409.1 billion yuan and a net profit of 38.5 billion yuan last year, with a low revenue contribution from the U.S. market [2] - Midea has established 22 R&D centers and 23 major manufacturing bases across various regions, including North America, South America, Asia-Pacific, Europe, and the Middle East [2] Group 2: Haier Smart Home - Haier Smart Home executed its first share buyback by repurchasing 610,000 shares at prices between 23.6 yuan and 23.95 yuan, totaling approximately 14.48 million yuan [3] - The company plans to spend between 1 billion to 2 billion yuan on share buybacks over the next year [3] - A shareholding increase plan was announced, with executives intending to invest between 20.85 million to 41.7 million yuan in the company's A-shares or H-shares [3] Group 3: Gree Electric Appliances - Gree Electric Appliances stated that its products serve over 190 countries, with stable growth in markets such as the Middle East, Europe, and Southeast Asia, while the U.S. market contributes a low revenue share [3] - The stock prices of Midea Group, Haier Smart Home, and Gree Electric Appliances experienced significant declines before the buyback announcements, followed by recoveries on April 8 [3]

Core Viewpoint - Haier Smart Home's management plans to increase their shareholding in the company, reflecting confidence in its future development and long-term investment value [1]. Group 1: Shareholding Increase Plan - The board and senior management of Haier Smart Home intend to voluntarily increase their shareholding using personal funds, with a total planned investment between 20.85 million and 41.7 million yuan [1]. - The increase will be executed through the Shanghai Stock Exchange and Hong Kong Stock Exchange, with no specific price range set for the purchases [1]. - The implementation period for this shareholding increase is six months from the announcement date [1]. Group 2: Management Involved - The individuals involved in the shareholding increase include Chairman and President Li Huagang, Vice Presidents Gong Wei, Huang Xiaowu, Zhao Nafu, Wu Yong, Guan Jiangyong, Song Yujun, and Li Yang, as well as Board Secretary Liu Xiaomei [2][3]. Group 3: Market Context and Financial Performance - On April 7, Haier Smart Home's A and H shares experienced significant declines, with A shares hitting a 10% limit down and H shares dropping by 13.45% [4]. - Year-to-date, Haier Smart Home's A shares have decreased by 17.18%, while H shares have fallen by 27.93% [4]. - For the fiscal year 2024, Haier Smart Home reported a revenue of 285.981 billion yuan, a year-on-year increase of 4.29%, and a net profit of 18.74 billion yuan, up 12.92%, both reaching historical highs [4].

海尔智家股份有限公司 关于首次实施以集中竞价交易方式回购A股股份的公 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。 重要内容提示： 2025 年 4 月 7 日，海尔智家股份有限公司（以下简称"公司"）通过上海证 券交易所交易系统以集中竞价交易方式首次回购 A 股股份 610,000 股，占公司总 股本的比例为 0.007%，回购成交最高价为 23.95 元/股，最低价为 23.60 元/股， 已支付的资金总额为 14,479,454.00 元（不含交易费用）。 一、 回购方案的基本情况 股票简称：海尔智家 股票代码：600690 编号：临 2025-022 二、 首次实施回购股份的具体情况 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等法律 法规、规范性文件的有关规定，公司应当在首次回购股份事实发生的次日予以公 告。现将公司首次回购股份情况公告如下： 特此公告。 海尔智家股份有限公司董事会 2025 年 4 月 7 日 海尔智家股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第 ...

股票简称：海尔智家 股票代码：600690 编号：临 2025-023 公司于近日收到董事、高级管理人员分别出具的《关于增持海尔智家股份 有限公司股份计划的通知函》，增持主体计划自愿以自有资金以集合竞价的方式 通过上海证券交易所交易系统（含港股通）、香港联合交易所有限公司交易系统 允许的方式增持公司股份（包括A股及/或H股）。现将有关情况公告如下： | 序号 | 增持主体 | 职务 | | --- | --- | --- | | 1 | 李华刚 | 董事长、总裁 | | 2 | 宫伟 | 董事、副总裁、财务总监 | | 3 | 黄晓武 | 副总裁 | | 4 | 赵弇锋 | 副总裁 | | 5 | 吴勇 | 副总裁 | | 6 | 管江勇 | 副总裁 | | 7 | 宋玉军 | 副总裁 | | 8 | 李洋 | 副总裁 | 一、增持主体的基本情况 海尔智家股份有限公司（以下简称"公司"）董事、高级管理人员（以下 简称"增持主体"）计划自愿以自有资金以集合竞价的方式通过上海证券 交易所交易系统（含港股通）、香港联合交易所有限公司交易系统允许 的方式增持公司股份（包括 A 股及/或 H 股），预计累计增持金额不低 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Viewpoints - The report emphasizes that Haier Smart Home is leveraging AI technology to enhance its strategic, product, and ecological frameworks, leading the industry towards a smart home future [2][3][10]. Strategic Aspects - AI is aiding the company in deepening digital transformation and improving operational efficiency, with a shift to online marketing, AI-driven service matching, and smart logistics reducing costs [11][13]. - The company has upgraded its R&D, manufacturing, and order systems using AI, resulting in a 20% reduction in R&D cycles, a 30% increase in production efficiency, and a 13% improvement in order response times [11][15][16]. Product Development - Haier is transitioning from "assisting with chores" to a vision of "unmanned chores," introducing the "AI Eye" series of appliances that autonomously manage cooking and laundry tasks [17][20]. - The "AI Eye" technology enables appliances to recognize and respond to user needs, enhancing user experience and operational efficiency [20][21]. Ecological Development - The "Smart Home Brain" has been upgraded to incorporate AI perception, voice, and visual capabilities, aiming to create a more intuitive home environment [36][38]. - The company is expanding its smart home solutions through its "Three Wings Bird" brand, which covers smart appliances, customized home solutions, and comprehensive home control [31][35]. Investment Recommendations - The report suggests that Haier Smart Home is well-positioned to capitalize on AI-driven opportunities, with projected net profits of 21.44 billion, 24.29 billion, and 26.76 billion yuan for 2025-2027, corresponding to P/E ratios of 11.5, 10.1, and 9.2 times [43].

Market Overview - The Shanghai Composite Index fell by 0.24% on April 3, with 14 industries experiencing gains, led by Agriculture, Forestry, Animal Husbandry, and Fishery (up 1.81%) and Utilities (up 1.41%) [1] - The sectors with the largest declines were Household Appliances (down 2.65%) and Electronics (down 2.48%), with Household Appliances being the worst performer of the day [1] Capital Flow - The net outflow of capital from the two markets was 31.848 billion yuan, with 11 industries seeing net inflows [1] - The Retail Trade sector had the highest net inflow of capital, totaling 1.232 billion yuan, while the Agriculture, Forestry, Animal Husbandry, and Fishery sector saw a net inflow of 706 million yuan [1] - The Electronics sector experienced the largest net outflow, totaling 10.925 billion yuan, followed by the Power Equipment sector with an outflow of 4.813 billion yuan [1] Household Appliances Sector - The Household Appliances sector saw a decline of 2.65%, with a net outflow of 1.291 billion yuan [2] - Out of 95 stocks in this sector, 10 stocks rose, including one that hit the daily limit, while 83 stocks fell, with one hitting the lower limit [2] - The top three stocks with the highest net outflow were Haier Smart Home (2.749 billion yuan), Midea Group (2.084 billion yuan), and Sanhua Intelligent Controls (2.084 billion yuan) [2] Notable Stocks in Household Appliances - The stock with the highest net inflow was Stone Technology, with 58.7316 million yuan, followed by Samsung New Materials (36.6522 million yuan) and Hisense Home Appliances (34.4755 million yuan) [5] - The stocks with significant net outflows included Haier Smart Home (-27.4498 million yuan), Midea Group (-20.78458 million yuan), and Sanhua Intelligent Controls (-20.77902 million yuan) [2][5]