转自：新华财经 "打雷要下雨，雷欧" "什么？" "下雨要打伞，雷欧" "这我也知道" …… 伴着熟悉的旋律，海尔兄弟这个暑期来云南啦。 8月8日，"海尔兄弟"将在昆明公园1903云湖广场，带领大家开启一场别开生面的"寻鲜"之旅，沉浸式体 验"有一种叫云南的生活"的独特韵味。 在这场融合科技质感、文化底蕴与自然之美的"夏日奇遇"，精心打造"麦浪创意集市""野生菌小课 堂""傣舞跟学""幸运抽奖"四大特色体验专区。 在这里，您既能触摸智能科技的前沿脉动，也能沉醉于云南在地文化的深厚底蕴；既能亲身体验海尔产 品的匠心品质，也能在人文互动中收获温暖与欢乐。 从科技赋能生活到文化浸润心灵，这场奇幻之旅将为您勾勒出一幅立体鲜活的云南新图景，更让"海尔 兄弟"与"真诚到永远"的品牌承诺，在七彩云南的夏日里绽放别样光彩。（胡今风） 编辑：赵鼎 ...

Core Insights - Haier is successfully attracting a younger consumer demographic, with a 3% increase in brand purchase rate among the 18-30 age group according to Kantar data for 2024 [1] - The launch of the "Little Red Flower" series has led to significant online engagement, achieving top rankings on platforms like Tmall and JD, and over 88 million views on Xiaohongshu [1][4] - Haier's strategy involves understanding and addressing the needs of younger consumers, balancing traditional brand strengths with modern demands [7] Product Innovation - The "Little Red Flower" series includes over ten product categories such as refrigerators, washing machines, and air conditioners, designed to meet the dual demands of convenience and sophistication for young consumers [4] - Innovative features include AI-driven smart management systems for food storage, automatic fabric care recognition in washing machines, and energy-efficient air conditioning that adapts to living environments [4][6] - The design philosophy emphasizes aesthetic appeal, utilizing a minimalist approach with a snow-white color scheme to integrate seamlessly into modern home decor [6] Market Positioning - Young consumers, particularly those born in the 1990s and Generation Z, represent 40% of the national consumption scale, making them a crucial target market for Haier [7] - Haier's engagement with younger audiences extends beyond products, as seen in collaborations like the "AI Home Manager" program, which tailors home solutions to diverse young lifestyles [7] - The brand's ability to merge traditional values of quality and service with contemporary consumer expectations positions Haier as a relevant player in the future market landscape [7]

来源：金融界 金融界消息 截至2025年8月6日收盘，海尔智家（600690）报收于25.23元，上涨0.8%，换手率0.55%， 成交量34.61万手，成交金额8.71亿元。 资金流向方面，今日主力资金净流入9848.83万元，占比成交额11.31%。其中，超大单净流入1.96亿 元、占成交额22.52%，大单净流出9757.50万元、占成交额11.21%，中单净流出流出5457.66万元、占成 交额6.27%，小单净流出4391.17万元、占成交额5.04%。 海尔智家最新一期业绩显示，截至2025一季报，公司营业总收入791.18亿元、同比增长10.06%，归属净 利润54.87亿元，同比增长15.09%，扣非净利润53.64亿元，同比增长15.61%，流动比率1.073、速动比率 0.762、资产负债率57.37%。 天眼查商业履历信息显示，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，实缴资本943696.4893万人民币。公 司法定代表人为李华刚。 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 ...

Summary of Haier Smart Home Conference Call Company Overview - Haier Smart Home is a collective ownership company, not a state-owned enterprise, with a complex shareholding structure [4][8] - Founded by Zhang Ruimin, who emphasized quality and global brand development [4] Industry and Market Dynamics - The company operates in the home appliance industry, focusing on both domestic and international markets [2] - The U.S. real estate market recovery is expected to positively impact GEA's revenue, enhancing Haier's overall profitability [3][21] - Emerging markets, particularly India and Southeast Asia, are crucial for Haier's growth despite infrastructure challenges [19][20] Key Strategies - Haier employs a dual strategy of brand creation (e.g., Casarte) and brand acquisition to build a diversified brand matrix [2][5] - The "shock fish" strategy involves acquiring underperforming companies to integrate their capacity into Haier's operations [5][6] - To mitigate tariff risks, Haier has localized production and developed high-end product lines to reduce reliance on imports [7][24] Financial Performance and Growth - GEA holds a 25% market share in the U.S., but growth has plateaued [13] - Haier's air conditioning business has improved profitability through supply chain reforms and product innovation since 2021 [12] - High-end products priced above 8,000 yuan are seeing increased retail volume, indicating a shift towards premium offerings [12] Challenges and Risks - In Europe, Haier faces challenges due to local inflation and industrial decline, impacting profitability from acquired capacities [18] - The cyclical nature of the U.S. appliance market, influenced by new and existing home sales, poses risks to revenue stability [16] Investment Recommendations - Current low valuation of Haier's Hong Kong stock, at less than 11 times earnings, makes it a recommended investment, especially with potential U.S. market recovery [3][21] - The company is expected to maintain a strong return on equity (ROE) and has a robust dividend policy to support valuation stability [23] Additional Insights - Haier's new product categories, such as water heaters and HVAC systems, currently account for 10-15% of revenue but are expected to grow [15] - The company is actively exploring overseas expansion of its high-end brands, with Casarte already entering markets like Thailand and Europe [11]

智通财经APP讯，海尔智家(06690)发布公告，于2025年8月5日斥资125万元(人民币，下同)回购A股股份 5万股，每股回购价格为25元。 ...

Group 1 - The company Haier Smart Home (06690.HK) announced a share buyback on August 5, spending 1.25 million yuan to repurchase 50,000 A-shares [1]

以往，欧洲的夏天不那么炎热，不少国家的居民楼没有安装空调的需求。如今若要加装空调，人们将面临建筑条件不允许、物业手续复杂、安装费用过高 等一系列难题。 施塔克的家在建造时没有配备空调。近几年，位于顶层的儿童房入夏后高温难耐。经过比较，施塔克选择了中国品牌美的移动分体空调PortaSplit。"这款 产品无需安装，移动方便，运转安静，制冷效果也很出色。"他说。 新华财经罗马8月5日电 （记者张馨文）一张自拍照中，德国工程师弗伦茨·施塔克紧挨着一款造型简洁优雅的移动空调，微笑着竖起大拇指。在斯图加特 工作的施塔克近日通过视频连线告诉新华社记者，这台中国品牌的空调"表现出色"。 随着夏季高温天气频频来袭，制冷类家电在欧洲持续热销。记者在走访中发现，不少消费者都选择了中国品牌，因为中国制冷类创新产品能满足市场需 求，并凭借节能、设计美观和售后服务可靠等优势赢得青睐。 此外，来自中国的手持小风扇也融入欧洲民众的日常生活。在意大利首都罗马，出租车司机弗朗切斯科在车内放了一台手持小风扇。"它可以折叠，体积 小巧，适合放在车里。"他说，电扇虽小，但风力强劲，可以提高车内空气循环和增强车载空调效果。 "我们今年已经卖出至少80 ...

国补政策实施以来，中国万亿家电市场被进一步激活，行业也出现新的变化，家电品牌在这一年里动作频繁： 以石头、追觅为代表的"扫地机巨头"，凭借深厚技术积累，将触角伸向空调、冰箱、洗衣机等大家电腹地，以"技术复利"跨界抢滩。 而美的、海尔、格力等传统家电巨头，则在巩固大家电"铁王座"的同时，加速布局细分、高端小家电及新兴品类，构筑全屋生态护城河。 在流量争夺白热化的当下，这批企业背后的领军者也纷纷从幕后走向台前，以企业家IP为品牌注入温度与信任，争夺用户心智高地。 国补不仅刺激短期消费，更催化了产业格局的重塑与竞争逻辑的升级。值此变局，《天下网商》推出"国补下的家电新战法"系列观察，深入拆 解行业玩家如何借势谋变。以下为第四篇，我们试图回答那些抓住企业家IP红利的行业，底层逻辑是什么；而家电行业的企业家们，又为什么 在这两年开始扎堆做IP。 2025年，中国家电行业的掌舵者们出镜率越来越高——海尔集团董事局主席周云杰的微博评论区变成了"产品许愿池"，一条消费者建议催生出预售8万台 的"懒人三筒洗衣机"；创维创始人、70岁的黄宏生亲自下场，在短视频里记录"创维的第二曲线"，为旗下新能源汽车与家电生态站台。 当越来越多 ...

中新网福建新闻8月5日电 (孙虹 柯宁)炎炎烈日下，泉州丰泽区各行各业的一线劳动者们顶着酷暑，直 面"烤"验，依然坚守岗位，守护城市的有序运转。在58同城安居客及海尔智家福建分公司共同努力下， 一场以"公益 益起做"为主题的公益特别行动5日在泉州丰泽区青春广场启动，各种解暑"凉"方全力呵护 高温下的劳动者，为他们送去清凉与关怀。 8月5日，以"公益 益起做"为主题的公益特别行动在泉州丰泽区青春广场启动。 在丰泽青春广场、浦西万达广场、安溪万达广场等地，公益服务水站为路过的户外工作者随时免费提供 冰爽饮用水。同时，活动还走进丰泽区九大街道环卫站及数字经济产业园，开展高温防暑降温专项慰 问，为环卫工人们和建筑工人们送去消暑物资和真切关怀。 本次活动在泉州市丰泽区新时代文明实践中心、中共泉州市丰泽区委宣传部、中共泉州市丰泽区委社会 工作部的指导下，由泉州丰泽城市建设集团有限公司、泉州丰泽城运产业集团有限公司、58同城安居 客、海尔智家福建分公司、巧房通共同主办。 当天，泉州丰泽城市建设集团有限公司为参与此次公益行动的爱心企业颁发了荣誉牌匾，感谢他们对城 市公益事业的支持。"广大户外工作者是城市环境的美容师、秩序安全 ...

Group 1 - The core viewpoint of the article highlights the significance of companies that appear on both the Fortune Global 500 and the World's Most Admired Companies lists, with 42 companies achieving this in 2025, representing 8.4% of the total Global 500 list [1][3] - Among the 42 companies, four are from China: Haier Smart Home, Alibaba, Lenovo, and TSMC, accounting for 3.07% of the Chinese companies on the Global 500 list [1][3] - The total revenue of the 2025 Fortune Global 500 companies is approximately $41.7 trillion, reflecting a growth of about 1.8% from the previous year [2] Group 2 - The entry threshold for the Global 500 list increased from $32.1 billion to $32.2 billion this year [2] - A total of 130 Chinese companies made the list, a decrease of three from the previous year, marking the lowest number since 2019 [2] - The total revenue of the 130 Chinese companies on the list is approximately $10.7 trillion, a decline of about 3% compared to last year's 133 companies [2] Group 3 - The article emphasizes the importance of companies that exhibit three key characteristics: continuous ranking improvement, outstanding profit performance, and sustainable growth capability [5][6] - Haier Smart Home is highlighted as a case study, having appeared on the Global 500 list for eight consecutive years and the World's Most Admired Companies list for seven years, with a ranking of 390 in 2025, up from 407 in 2024 [8][19] - Haier Smart Home's competitive advantage stems from a comprehensive system that includes technology, branding, and internationalization strategies [9][10] Group 4 - Haier Smart Home's revenue from overseas markets reached approximately 143.8 billion yuan in 2024, accounting for 50.29% of its total revenue, the highest among major Chinese home appliance companies [13] - The company has expanded its overseas revenue from 18.65 billion yuan to 143.8 billion yuan over the past decade, indicating nearly an eightfold increase [14] - Haier Smart Home's strategy of "global strategy, local execution" has allowed it to effectively navigate market risks and establish a strong presence in international markets [14][15] Group 5 - The article concludes that Haier Smart Home serves as a global benchmark for Chinese companies, with predictions indicating a compound annual growth rate of over 10% for its net profit from 2025 to 2027 [19]