海尔智家港股市值756.56亿港元，在白色家电行业中排名第2。主要指标见下表： | 指标 | 海尔智家 | 白色家电 行业平均 | 行业排名 | | --- | --- | --- | --- | | ROE | 18.05% | -2.31% | 6 16 | | 港股流通市值 | 756.56 Z | 185.82 乙 | 2 16 | | 营业收入 | 3068.19 乙 | 265.18 Z | 1 16 | | 净利率 | 7.98% | -6.0% | 7 16 | | 毛利率 | 26.36% | 23.17% | 7 16 | | 员债率 | 59.37% | 45.03% | 13 16 | 海尔智家(06690.HK)发布公告，该公司于2025年11月27日斥资725.99万元人民币回购27万股股份，每股 回购价格为26.82-27.53元人民币。 截至2025年11月27日收盘，海尔智家(06690.HK)报收于26.84港元，上涨1.28%，成交量1522.14万股，成 交额4.08亿港元。投行对该股的评级以买入为主，近90天内共有3家投行给出买入评级，近90天的目标 均价为33.14 ...

智通财经APP讯，海尔智家(06690)发布公告，该公司于2025年11月27日斥资725.99万元人民币回购27万 股股份，每股回购价格为26.82-27.53元人民币。 ...

海尔智家（600690）(06690)发布公告，该公司于2025年11月27日斥资725.99万元人民币回购27万股股 份，每股回购价格为26.82-27.53元人民币。 ...

格隆汇11月27日丨海尔智家(06690.HK)公告，11月27日耗资726万元回购27万A股。 ...

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11月27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 | A 股份類別 | | 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 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫 ...

11月26日，香港新界大埔宏福苑发生五级火灾，造成重大人员伤亡。海尔智家紧急捐款1000万港元，用 于受灾居民医疗救助、生活安置及灾后重建工作。 ...

Core Insights - Haier Smart Home was awarded the "Top 100 ESG Award" at the 2025 Golden Bull Enterprise Sustainable Development Forum, highlighting its commitment to sustainable practices in green development, social responsibility, and corporate governance [1][4]. Group 1: Green Development - Haier Smart Home has established a global carbon management system and implemented a 6-Green strategy to create a comprehensive green management system throughout the product lifecycle [4]. - The company launched a closed-loop appliance recycling system at the global K fair in Germany, and its Laisi Recycling Interconnected Factory received green factory certification, setting a benchmark for industry green transformation [4]. Group 2: Social Responsibility and Corporate Governance - The company emphasizes maximizing human value and has been recognized as one of Forbes' Global Best Employers for nine consecutive years [4]. - Haier Smart Home has developed a robust board governance structure, ensuring scientific decision-making, and has received accolades such as the "Best Practice Award for Listed Company Boards in 2025" [4]. Group 3: Recognition and Ratings - In addition to the "ESG Golden Bull Award," Haier Smart Home was ranked first in the "Pioneer 100 ESG Listed Companies in China" list [4]. - The company achieved an AA rating in the latest MSCI ESG ratings, marking it as the highest-rated in its domestic industry [4]. Group 4: ESG Golden Bull Award - The ESG Golden Bull Award, established by China Securities Journal, evaluates corporate ESG performance based on a rigorous and scientific assessment system, promoting sustainable development among enterprises [5]. - The award includes various categories such as "Top 100 ESG Awards," "Outstanding Central Enterprise ESG Award," and "ESG Carbon Neutrality Award," among others, to recognize leaders in ESG practices [5].

Core Insights - Haier Smart Home has achieved impressive growth, with a continuous double-digit year-on-year increase in net profit attributable to shareholders for five consecutive years [1][2] - The company has established itself as a "hardcore growth" leader in the appliance industry, successfully navigating challenges such as market saturation and rising raw material costs [2] Financial Performance - From 2021 to 2025, the year-on-year growth rates of net profit attributable to shareholders for the first three quarters were 57.68%, 17.26%, 12.71%, 15.27%, and 14.68% respectively [1][7] - The latest report indicates a 14.68% year-on-year increase in net profit for the first three quarters of 2025, surpassing revenue growth [7] Strategic Dimensions - Haier's growth is driven by five strategic dimensions: high-end, globalization, digitalization, intelligence, and ecological integration, which collectively enhance user recognition [3] - The Casarte brand, known for its differentiated technology, has become a key profit driver, with products like the zoned washing machine and oxygen-preserving refrigerator meeting high-end consumer needs [3] Globalization Efforts - Haier's globalization strategy focuses on localizing products and services, establishing R&D, production, and sales systems in key markets to serve local users effectively [3] Digital Transformation - Digital transformation plays a crucial role in enhancing operational efficiency and user experience, with initiatives like the comprehensive inventory management system and multi-channel digital operations [4] - The application of AI technology has led to innovative products that address everyday consumer pain points, contributing to significant sales during major shopping events [4][5] Market Position and Future Outlook - During the 2025 Double Eleven shopping festival, Haier's product sales exceeded 4 billion yuan, with significant contributions from specific product lines [5] - Analysts maintain a positive outlook on Haier's growth potential, citing the ongoing deepening of its high-end strategy, steady globalization, and increasing penetration of smart home solutions [7]

海尔智家 20251120 摘要 海尔智家 10 月运营良好，国内外市场均实现中位数偏左增长，国内市 场表现出较强韧性，优于行业整体水平。 为应对 2025 年国补政策带来的高基数效应，海尔智家提升产品竞争力， 特别是空调和水产品表现突出，并通过数字化库存改革提高全流程效率。 公司通过产品结构补充和迭代升级应对国补退坡，同时综合考虑市场竞 争情况进行定价，避免恶性价格竞争，保障利润空间。 目前量贡献多于价贡献，公司采取一定程度的自补措施，但受到严格利 润考核限制，并通过调整费用结构进行管理，对全年利润指引影响不大。 公司预计 2026 年国家补贴政策将持续，但金额和范围可能变化，公司 将根据最悲观的行业预期制定目标，保持双位数增长目标不变。 10 月份出口方面，新兴市场表现优于发达国家市场。四季度盈利能力预 计保持稳定增长，并按照整体业绩指引进行拆解。 面对宏观经济不确定性，海尔智家将抓住确定性的增长机会，提升效率 和市场份额，改善边际利润，对 2026 年业绩规划充满信心。 Q&A 海尔智家在 2025 年第三季度的业绩表现如何？ 2025 年第三季度，尽管整个行业呈现双位数下降趋势，但海尔智家实现了双 位 ...

Core Insights - Haier Smart Home is leading the global smart home solutions market, focusing on scenario-based and ecological transformation centered around user needs [1][2] - The company showcased its innovative pure scenario display model at the HVAC exhibition in Madrid, which became a highlight of the event [1] Group 1: Exhibition Highlights - The HVAC exhibition in Spain is one of the most influential events in the HVAC industry, providing insights into global industry trends [1] - Haier Smart Home created a complete "ecological city" at the exhibition, demonstrating how integrated solutions meet actual user needs through real-life scenarios like gyms, barbershops, and supermarkets [1][2] Group 2: Key Solutions - The gym scenario solution addresses core industry pain points such as poor air quality and high water demand during peak usage, utilizing uniform air delivery technology and integrated air purification [1] - In barbershops, self-cleaning air conditioning units and heat pump water heaters enhance user experience by addressing issues like smoke and temperature fluctuations [2] - The home scenario showcases a complete smart ecosystem with interconnected devices, allowing users to control energy consumption in real-time via the hOn APP [2] Group 3: Market Performance - Haier's HVAC market share and growth rate ranked first in Spain from January to October, and it also holds the top position in Italy [2] - In Europe, Haier's HVAC brand is recognized as the fastest-growing in the industry [2] Group 4: Future Outlook - Haier Smart Home aims to continue its role as a scenario leader, building a more comprehensive smart home ecosystem and driving the industry towards new stages of development [2]