格隆汇8月7日丨海尔智家(06690.HK)公告，8月7日耗资752万元回购30万股A股。 ...

海尔智家（600690）(06690)发布公告，于2025年8月7日该公司斥资人民币752.47万元回购30万股A股， 回购价格为每股人民币25.05-25.10元。 ...

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) 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條，我們在此確認，據我們所知所信，第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准，並遵 照所有適用上市規則、法律及其他監管規定進行，並在適用的情況下： (註7) (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； 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： 2025年8月7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 ...

Core Viewpoint - The competition in China's air conditioning industry for the 2025-2026 cooling year has intensified, with a focus on technology integration, price competition, and channel efficiency as key trends [2][3]. Group 1: Market Dynamics - The air conditioning market is experiencing a slowdown in growth, with domestic retail sales of household air conditioners reaching CNY 126.3 billion, a year-on-year increase of 12.4%, and retail volume at 38.45 million units, up 15.6% in the first half of 2025 [3]. - The export volume of air conditioners is expected to exceed 90 million units for the year, driven by extreme high temperatures [3]. - The competitive landscape is shifting, with Xiaomi gaining market share through low pricing, while Midea and Gree are countering with sub-brands targeting the mid-to-low price segment [3]. Group 2: Technological Advancements - AI technology is becoming a focal point, with companies like Gree and Midea launching AI energy-saving air conditioners and integrating advanced AI models into their products [2][3]. - The demand for energy-efficient and comfortable air conditioning solutions is driving innovation in AI features such as AI energy-saving and AI voice control [2]. Group 3: Supply Chain and Retail Strategies - Companies are focusing on improving supply chain efficiency to cope with profit growth pressures, with Midea and Gree implementing direct-to-consumer (DTC) and new retail strategies [4]. - Retail capabilities are becoming a competitive edge, with various platforms and channels being utilized to enhance consumer engagement and streamline distribution [5]. Group 4: Long-term Strategic Initiatives - Companies are exploring the development of smart home ecosystems, with partnerships aimed at integrating air conditioning with automotive technology [5]. - There is a push for breakthroughs in upstream core components and new materials, with Gree and Midea investing in research for innovative magnetic materials and energy-efficient technologies [5]. Group 5: Competitive Positioning - Despite Xiaomi's close market share to Gree in June, there remains a 9.32 percentage point gap in the online air conditioning market as of August 3, 2025, indicating ongoing competitive pressures [6].

上一轮A股牛市中白电的表现如何? 2024.3.12-2015.6.12牛市期间三大白电龙头的累计涨幅确实跑输沪深300和上证指数;但在指数快速上行 阶段白电龙头能跑出超额。和现在一样，14Q2-15H1的牛市期间白电也面临着景气度下行，且直到2015 年底才正式进入需求底部，但估值的触底反弹在2014年11月就已经开始，始于美的集团的估值下降至和 沪深300的估值持平之时，因此估值回归主要由资金面因素驱动，而非基本面触底信号。因此该行认为 在牛市思维下应该考虑资金面情况，而非完全出于基本面情况定价。该行认为考虑到三大白电龙头多轮 改革持续降低渠道库存，2026年在国补退坡背景下对白电出货量的影响应该好于2015年。而资金面来 看，当前美的集团的PE-TTM已经开始低于沪深300的估值。 提升估值的资金从何而来? 1)公募新规可能加强公募基金对于白电的偏好。公募基金在白电龙头的持股中占比10%以上，其中有 5%-6%为被动指数基金，其余为主动权益和增强指数等。《推动公募基金高质量发展行动方案》强化业 绩比较基准的约束作用、基金公司收入报酬与投资者回报绑定，并提升对于三年以上中长期业绩的考核 比重，有助于提升公 ...

Group 1 - The event "Exploring Yunnan's Slow Life" organized by Haier Brothers will take place from August 8 to 10 at Kunming 1903 Yunhu Square, focusing on the theme of Yunnan's unique lifestyle during the rainy season [1] - Activities include showcasing the authentic Dai ethnic culture, revealing hidden cultural treasures of Yunnan, and offering mushroom classes to explore the local culinary delights [1][7] - Interactive experiences such as a market visit, postcard delivery, and DIY plant dyeing will enhance visitor engagement and appreciation of Yunnan's culture [5][7] Group 2 - Attendees will receive a "Haier Brothers Take You to Yunnan" map to collect stamps at various exhibition areas, which can be exchanged for customized gifts, promoting memorable experiences [7] - A special area featuring Haier's smart home appliances will be set up, allowing visitors to experience the convenience and comfort of technology while enjoying the slow lifestyle [7] - The event aims to blend nature, culture, and technology, encouraging participants to embrace a more relaxed and beautiful way of life [8]

8月7日，在郑州举行的主题为"AI好空气 全链创新 聚势共赢"的战略开盘会上，海尔空调并未满足于现 有成绩，而是聚焦用户日常使用中的真实痛点和未来空气生态，重磅发布了三大突破性成果，清晰展示 了其破局市场的硬核实力，宣告正式进入AI空调时代。 发布性能神机云溪空调：强冷不直吹还省电 面对消费者对空调"冷得要快、吹得别太猛、电费最好能省点"的核心期待，海尔此次推出的"性能担 当"云溪空调给出了全面回应： 再热的天也不怕"歇菜"：想象一下室外酷热难耐，空调却"罢工"？云溪应用"凉芯桥科技3.0"，即使面 对70℃的极端高温也能强劲制冷不停机。而对于北方用户担心的寒冬，"AI热流除霜科技"则确保 在-35℃的严寒里依然能稳定输出暖气，冷热能力都足够强悍。 省电省得明明白白：心疼电表飞转？云溪搭载的"AI节能大脑"配合"可变分流科技"，显著提升了能量利 用效率，其APF值最高达到6.03。这意味着什么？官方数据表明，一台云溪一年下来能省电40.3%，而 且天气越热，它的省电效果反而越明显，开空调再也不用那么心疼钱包。 强劲性能，温柔送风：空调风太猛，吹得头疼？云溪解决了这个矛盾。它采用"声源定位送风"技术，能 聪明地 ...

Group 1 - The State Intellectual Property Office of China has reported that Qingdao Haier Special Refrigerator Co., Ltd., Qingdao Haier Intelligent Technology Research and Development Co., Ltd., and Haier Smart Home Co., Ltd. have applied for a patent titled "Refrigeration Equipment" with publication number CN120426672A, filed on February 2024 [1] - The patent application relates to the field of refrigeration technology, disclosing a refrigeration device that includes an inner container designed to hold items in a low-temperature storage space, an outer shell covering the inner container, and a stacked refrigeration system with multiple heat exchange units arranged in the interlayer space [1] - The design of the refrigeration device aims to create a temperature gradient from the inside to the outside, which can reduce the thermal conductivity between the components and slow down the loss of cold energy, thereby improving refrigeration efficiency and achieving energy-saving effects [1] Group 2 - Qingdao Haier Special Refrigerator Co., Ltd. was established in 2001, located in Qingdao, with a registered capital of 401.30 million RMB, and has invested in 4 companies and participated in 1,133 bidding projects [2] - Qingdao Haier Intelligent Technology Research and Development Co., Ltd. was founded in 2014, also located in Qingdao, with a registered capital of 13 million RMB, having invested in 9 companies and participated in 7 bidding projects [2] - Haier Smart Home Co., Ltd. was established in 1994, located in Qingdao, with a registered capital of 9,438.11 million RMB, having invested in 58 companies and participated in 1,712 bidding projects [2]

Core Insights - Haier Air Conditioning achieved a 20% global sales growth and a net increase of 1.2 percentage points in global market share, demonstrating the resonance of its "Good Air" strategy among users [1][3] - The company is the only brand among the top three in the air conditioning industry to experience positive growth in both sales volume and revenue, with installation volume increasing by over 50% [3] Product Innovations - Haier launched three major innovative products at the Zhengzhou event, focusing on creating an ultimate "Good Air" experience for users [3][10] - The Yunxi air conditioner sets a new benchmark for comfort and energy efficiency, featuring technologies that ensure stable cooling and heating performance even in extreme weather conditions [5][9] - The "AI Energy-Saving Brain" and "Variable Flow Technology" in the Yunxi model can achieve an APF value of up to 6.03, with potential annual electricity savings of 40.3% [5] AI Standards and User Experience - Haier introduced the industry's first group standard for AI air conditioners, addressing user pain points related to smart technology [7][10] - The standard aims to distinguish "true intelligence" from "fake AI," ensuring that smart technologies genuinely enhance user convenience and comfort [7] Comprehensive Solutions - Haier's "One Machine, Three Systems" solution simplifies the installation process by combining cooling, heating, and fresh air exchange into a single device [9] - The "Dynamic Five Constant System" maintains temperature fluctuations within 0.5℃ across spaces, ensuring a consistently fresh air environment [9] - The company offers an "8-hour rapid replacement" service for old units, minimizing disruption to users' lives during upgrades [9]

Group 1 - The core viewpoint emphasizes the continuous innovation in China's light industry, with new technologies, equipment, materials, and products driving structural optimization and upgrades [1] - The China Light Industry Federation is enhancing the authority and credibility of technology achievement identification to support the transformation and promotion of technological achievements [1] - In the second quarter of 2025, the Federation will evaluate the latest achievements from 19 sectors, including home appliances, plastics, food, and more, contributing to consumption and industrial upgrades [1] Group 2 - In the home appliance sector, Midea's new refrigerant system significantly improves reliability in high-pressure and high-humidity environments, enhancing kitchen air conditioning [2] - Gree Electric Appliances has developed a new heat pump air conditioner that operates efficiently in extreme conditions, addressing consumer needs [2] - The food industry has seen advancements with the Inner Mongolia National Dairy Technology Innovation Center improving infant formula protein's nutritional efficacy [2] Group 3 - Guangdong Academy of Microbiology has developed a networked prevention theory for food safety, integrating big data and AI for rapid detection and control [3] - Angel Yeast has focused on high-value yeast processing technologies, expanding applications in liquid food systems [3] - The China Meat Research Center has established a cell-cultured meat production line, creating sustainable pathways for the meat industry [3] Group 4 - Haier has made breakthroughs in home design technology, providing a one-stop digital service platform for home decoration [4] - Luzhou Laojiao has innovated an automated high-speed bottling system, significantly increasing production efficiency [4] - Southeast University has developed a skin chip that replaces animal testing, enhancing the efficiency of cosmetic product development [4] Group 5 - The technological achievements are recognized for meeting national strategies and consumer needs, contributing positively to industry advancements [5] - The China Light Industry Federation aims to enhance mechanisms for promoting technological innovation and ensure efficient conversion of technological achievements into productive forces [6]