Core Viewpoint - The strategic cooperation between Chenxian Optoelectronics and Qingdao Haier Multimedia aims to enhance the application of TFT-based Micro-LED technology in the commercial display market, focusing on high-end commercial display solutions [1][3]. Group 1: Strategic Cooperation Details - Chenxian Optoelectronics and Qingdao Haier Multimedia signed a strategic cooperation agreement to collaborate in the LED commercial display sector [1]. - The partnership will focus on developing customized LED display products over the next three years, enhancing Haier's competitiveness and product diversity in the commercial display field [3]. - The cooperation will establish a regular strategic communication mechanism based on principles of resource sharing, complementary advantages, and win-win cooperation [3]. Group 2: Company Backgrounds - Qingdao Haier Multimedia is a subsidiary of Haier Group, specializing in digital media and smart home appliances, and is expanding into new business models that integrate "smart display + scenario" [3]. - Chenxian Optoelectronics specializes in Micro-LED display technology and has developed several innovative Micro-LED products, including a 135-inch P0.7 TFT-based Micro-LED splicing screen and an 88-inch P0.5 TFT-based Micro-LED splicing screen [3]. Group 3: Future Developments - The collaboration will also explore joint development and market expansion in the Micro-LED television sector, focusing on home theater, professional display, and ultra-high-definition audio-visual scenarios [4].

Core Insights - The electric mop industry is rapidly growing due to technological advancements and increasing consumer demand for efficient home cleaning solutions. The market is supported by government policies promoting innovation and environmental sustainability [1][15]. Industry Overview - Electric mops are defined as cleaning tools powered by electricity, featuring automatic rotation, vibration, or scrubbing functions to enhance cleaning efficiency. They can be categorized into wired and wireless types, as well as different operational principles [3]. - The electric mop market in China is projected to grow from CNY 0.28 billion in 2016 to CNY 1.1 billion by 2024, with a compound annual growth rate (CAGR) of 18.65%. In Q1 2025, the market sales reached CNY 0.3 billion, marking a year-on-year increase of 50.4% [1][15]. Industry Development History - The electric mop industry has evolved significantly since its inception in the late 19th century, transitioning from traditional cleaning methods to incorporating electric technology. The period from 2010 to 2020 saw major technological breakthroughs and market expansion, leading to diverse product offerings [7]. - Recent advancements include the integration of artificial intelligence for improved navigation and cleaning efficiency, as well as enhanced product designs that cater to consumer preferences [7]. Supply Chain and Market Structure - The electric mop supply chain consists of raw materials (metals, plastics, rubber), electronic components (motors, batteries, sensors), manufacturing processes, and various sales channels including e-commerce and retail [9]. - The industry is segmented into three tiers: high-end foreign brands, mid-range domestic brands, and specialized local brands focusing on niche markets [19]. Key Companies - Major players in the electric mop market include Midea Group, Haier, Xiaomi, and Delmar, each leveraging technology and market strategies to capture different segments of the market [1][19][21][23]. Future Trends - The electric mop industry is expected to focus on three main trends: 1. **Intelligent Features**: Integration of AI for enhanced cleaning capabilities and user control [25]. 2. **Environmental Sustainability**: Adoption of eco-friendly materials and energy-efficient designs [26]. 3. **Customization**: Development of tailored products for specific consumer needs, such as pet-friendly models and compact designs for small spaces [28].

Industry Overview - The demand for mite removal devices has increased due to the rising prevalence of allergic diseases such as allergic rhinitis and eczema, leading to a growing focus on indoor mite removal [1][15] - The market size of China's mite removal industry is projected to grow from 280 million yuan in 2015 to 3.46 billion yuan in 2024, with a compound annual growth rate (CAGR) of 32.23% [1][15] - The shift from wired to wireless mite removal devices is notable, with wireless devices expected to dominate the market, accounting for 71.97% of the market size in 2024 [1][15] Market Dynamics - The rise of e-commerce platforms has expanded the market space for mite removal devices, contributing to continuous market growth [1][15] - The industry has seen significant technological innovation, leading to product diversification and increased intelligence in mite removal devices [1][15] Consumer Trends - The target consumer groups for mite removal devices include families in polluted urban areas, households with air conditioning, families with elderly or newborns, pet owners, and individuals with allergic conditions [5][14] - As health awareness increases, the demand for mite removal devices is expected to continue growing rapidly [1][15] Industry Development - The evolution of the mite removal industry has transitioned from early mechanical devices to modern electronic products utilizing technologies like ultrasonic and ultraviolet [7][14] - The industry is characterized by intense competition, with a focus on improving indoor air quality and meeting health and hygiene demands [7][14] Market Structure - The industry consists of three main types of participants: foreign brands (e.g., Dyson, Panasonic), domestic comprehensive appliance brands (e.g., Midea, Haier, Xiaomi), and domestic specialized brands (e.g., Puppy, Derma) [19] - Domestic brands are growing faster than foreign brands, but foreign brands still hold a significant share in the high-end market [19] Sales Channels - The sales channels for mite removal devices include both online (e-commerce platforms, live streaming) and offline (appliance stores, supermarkets) [9] - Online channels remain the primary sales avenue, but new marketing models like live e-commerce and social media are changing consumer purchasing decisions [27] Future Trends - The demand for mite removal devices is shifting from optional to essential, with consumers seeking smart, convenient, and multifunctional products [25] - Technological advancements are accelerating competition, with brands focusing on core technologies and potential cross-functional products [26] - The industry is expected to see more specialized brands targeting niche markets, while leading brands will strengthen their market position through multi-channel strategies [27]

Core Viewpoint - The U.S. Department of Commerce announced tariffs on various steel household appliances, including washing machines, refrigerators, and dishwashers, effective June 23, expanding the scope of tariffs previously imposed on imported steel and aluminum [1] Group 1: Impact on Chinese Home Appliance Companies - Chinese leading home appliance companies have proactively prepared for the U.S. tariffs, indicating a strong response to the challenges posed by the U.S. [1] - Gree Electric stated that its products are now serving over 190 countries, with stable growth in markets like the Middle East, Europe, and Southeast Asia, while the U.S. market share remains low [2] - Midea Group's revenue from the U.S. is projected to account for only 6% of total revenue in 2024, minimizing the impact of the tariffs [2] - Midea has established 23 overseas factories, with 95% of products exported to the U.S. being produced at these facilities, effectively avoiding tariff issues [2] Group 2: Global Expansion Strategies - Chinese home appliance companies are increasingly diversifying their global strategies, with Midea planning significant investments in global R&D and supply chain management [3] - Midea has made notable acquisitions and partnerships in Europe and Brazil, enhancing its global footprint [3] - Haier Smart Home has also expanded its presence in Europe through strategic acquisitions, strengthening its market position in Central and Eastern Europe [3] Group 3: Southeast Asia Market Focus - Southeast Asia is becoming a key target for Chinese home appliance companies, with many announcing investments and factory setups in the region [5] - TCL is accelerating its production base in Thailand, planning to add significant refrigerator production capacity [6] - Aucma is establishing a manufacturing facility in Indonesia to meet local demand and enhance its international trade capabilities [7] - The ASEAN home appliance market is projected to exceed $30 billion by 2025, with an annual growth rate of over 8%, presenting new opportunities for Chinese companies [8] Group 4: Expert Opinions on Tariffs - Analysts believe that the U.S. tariffs will accelerate the globalization strategies of Chinese home appliance companies, pushing them to enhance their global production and sales networks [9] - Industry experts suggest that companies with established overseas operations, like TCL and Haier, have greater flexibility to adapt to market changes [9] - The tariffs are expected to increase costs for U.S. consumers, which may ultimately be counterproductive for U.S. policy objectives [9]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 Haier Smart Home Co., Ltd.* 海爾智家股份有限公司 （於中華人民共和國註冊成立之股份有限公司） 股份代號：6690 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條由海爾智家股份 有限公司作出。 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。 中國青島 2025年6月20日 於本公告日期，本公司執行董事為李華剛先生及Kevin Nolan先生；非執行董事為 宮偉先生、俞漢度先生、錢大群先生及李少華先生；獨立非執行董事為王克勤先 生、李世鵬先生、吳琪先生及汪華先生；及職工董事為孫丹鳳女士。 * 僅供識別 证券简称：海尔智家 证券代码：600690 公告编号：临 2025-045 海尔智家股份有限公司 关于 2025 年度 A 股核心员工持股计划完成股票非交易 过户的 ...

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) 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6月20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 | | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 600690 | 說明 | | 每股面值人民幣1元之普通股(A股) (於上海證券交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫 ...

EF001 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 海爾智家股份有限公司 | | 股份代號 | 06690 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2024年12月31日止年度之期末股息 | | 公告日期 | 2025年6月20日 | | 公告狀態 | 更新公告 | | 更新/撤回理由 | 由於本公司回購股份及員工持股計劃擬過戶受讓等安排，本公司股本中可享股息的股份 於股權登記日（2025年7月4日）前發生變動，本公司擬維持分配總額（約人民幣8,997百 | | 萬元（含稅））不變，將每股分配比例由每10股人民幣9.65元（含稅）相應調整為每10 | | | 股人民幣9.6504元（含稅） | | | 股息信息 | | | 股息類型 | 末期 | | 股息性質 | 普通股息 ...

Haier Smart Home Co., Ltd.* 海爾智家股份有限公司 （於中華人民共和國註冊成立之股份有限公司） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責任。 海爾智家股份有限公司 董事長 茲提述海爾智家股份有限公司（「本公司」）日期為2025年3月27日之截至2024年12月 31日止年度之全年業績公告，日期為2025年5月7日之2024年年度股東大會通函及日 期為2025年5月28日之公告（「公告」），內容有關（其中包括）派發末期股息，本公司 擬按照每10股人民幣9.65元（含稅）派發截至2024年12月31日止年度現金股息。在實 施權益分派的股權登記日前本公司總股本發生變動的，擬維持分配總額不變，相應 調整每股分配比例。 由於本公司回購股份及員工持股計劃擬過戶受讓股份等安排，本公司股本中可享股 息的股份於股權登記日（2025年7月4日）前將發生變動，本公司擬維持分配總額（約 人民幣8,997百萬元（含稅））不變，將每股分配比例由每10 ...

Group 1 - The report highlights the significant improvement in demand and the rebound in valuation for the white goods sector, with a notable increase in air conditioning sales driven by the "trade-in" policy [6][19][34] - In 2024, the cumulative domestic sales volume of household air conditioners reached 104.45 million units, a year-on-year increase of 5%, with Q4 showing a remarkable 24% growth compared to Q3 [19][20] - The report emphasizes the strong performance of the kitchen appliance sector, which was included in the subsidy list for the first time in 2024, leading to high retail growth [34][35] Group 2 - The white goods sector is characterized by low valuation, high dividends, and stable growth, making it an attractive investment opportunity [2][9] - The report identifies three main investment themes: the stability of the white goods sector, the growth potential of new consumer categories like clean appliances, and the second growth curve for upstream core component manufacturers [9][10] - The report notes that the export demand remains robust, particularly in emerging markets such as Southeast Asia, South America, and Africa, which are expected to significantly boost appliance sales [2][9] Group 3 - The report indicates that the overall valuation of the white goods sector is at a near-bottom level, providing a high cost-performance ratio for investors [8][39] - Institutional holdings in the sector are strong, with public funds maintaining a high allocation to white goods stocks, reflecting continued optimism in the sector's performance [43][44] - The report forecasts a favorable outlook for 2025, driven by domestic policy support and strong demand from emerging markets [50]

Core Insights - The INC Index, which stands for "Internet Communication Influence Index," serves as a quantitative evaluation system for brand communication effectiveness in the digital age [1] - The average INC Index for all listed companies in Shandong in May 2025 is 571.0, indicating a mature state of brand building within the industry, although it has decreased by 3.06% compared to April [5] Industry Overall Level Analysis - The average INC Index of 571.0 suggests that most brands are increasingly recognized and that brand voice and social attention are on the rise [2] - The skewness coefficient of the INC Index is 0.947, indicating a moderate "right-skewed" distribution, where a few units exhibit outstanding communication influence, enhancing the overall INC level [2] Communication Breadth Analysis - The average communication breadth score for Shandong listed companies is 2.6, categorized as "standard level" [4] - To further enhance communication breadth, companies are encouraged to increase information volume and engage users more actively [4] - Nine companies achieved the highest level (5) in communication breadth, while 38 companies remain at a lower level (2) [6] Communication Heat Analysis - The average communication heat score is 2.24, also categorized as "standard level" [7] - Most companies have a certain level of attractiveness on major social media platforms, with some users actively participating in information sharing [7] - Eight companies reached the highest level (5) in communication heat, while 118 companies are at the lowest level (1) [8] Network Attention Analysis - The average network attention score is 1.55, indicating "regional attention" [9] - This suggests that Shandong companies have a relatively active information dissemination, with many attracting regional users to search for their information [9] - 95 companies achieved a score of 3 or higher, indicating "national attention" [10] Official Website Presentation Analysis - The average score for official website presentation is 1.08, below the "standard level" [11] - This indicates that many companies have low information release frequency and content richness on their official websites [11] - Two companies achieved the highest level (5) in official website presentation, while 175 companies are at the lowest level (1) [12]