Group 1 - Haier Smart Home Co., Ltd. has obtained a patent for "Air Conditioning Control Method, Device, Electronic Equipment, and Storage Medium," with authorization announcement number CN115218403B, applied for on June 2022 [1] - Qingdao Haier Air Conditioning Co., Ltd., established in 1996, has a registered capital of 9,363.8162532 million RMB and has invested in 20 companies, participated in 4,621 bidding projects, and holds 259 trademark records and 5,000 patent records [1] - Qingdao Haier Air Conditioning Electronics Co., Ltd., established in 1999, has a registered capital of 9,670.9088914 million RMB, invested in 15 companies, participated in 4,634 bidding projects, and holds 129 trademark records and 5,000 patent records [1] Group 2 - Haier Smart Home Co., Ltd., founded in 1994, has a registered capital of 94,381.14893 million RMB, invested in 60 companies, participated in 1,769 bidding projects, and holds 289 trademark records and 5,000 patent records [2] - The company also possesses 10 administrative licenses [2]

Group 1 - Haier Smart Home Co., Ltd. has obtained a patent titled "Method, Device, Air Conditioning and Storage Medium for Air Conditioning Control," with authorization announcement number CN115077029B, applied for on May 2022 [1] - Chongqing Haier Air Conditioning Co., Ltd., established in 2006, has a registered capital of 130 million RMB and has participated in 3,058 bidding projects, holding 581 patents and 100 administrative licenses [1] - Qingdao Haier Air Conditioning Co., Ltd., established in 1996, has a registered capital of approximately 936.38 million RMB, has invested in 20 companies, participated in 4,621 bidding projects, holds 259 trademarks and 5,000 patents, and has 20 administrative licenses [1] Group 2 - Qingdao Haier Air Conditioning Electronics Co., Ltd., established in 1999, has a registered capital of approximately 967.09 million RMB, has invested in 15 companies, participated in 4,634 bidding projects, holds 129 trademarks and 5,000 patents, and has 29 administrative licenses [2] - Haier Smart Home Co., Ltd., established in 1994, has a registered capital of approximately 943.81 million RMB, has invested in 60 companies, participated in 1,769 bidding projects, holds 289 trademarks and 5,000 patents, and has 10 administrative licenses [2]

Group 1 - Haier Smart Home Co., Ltd. has obtained a patent for a "control method and device for scene generation solutions, electronic devices," with authorization announcement number CN119002261B, applied on August 2024 [1] - Qingdao Haier Technology Co., Ltd., established in 2000, focuses on instrument manufacturing with a registered capital of 80 million RMB, has participated in 75 bidding projects, holds 193 trademark records, 3,976 patent records, and possesses 7 administrative licenses [1] - Qingdao Haier Smart Home Technology Co., Ltd., established in 2006, specializes in research and experimental development with a registered capital of approximately 356.88 million RMB, has invested in 5 companies, participated in 1,004 bidding projects, holds 97 trademark records, 1,170 patent records, and possesses 20 administrative licenses [1] Group 2 - Haier U+ Smart Technology (Beijing) Co., Ltd., established in 2015, focuses on technology promotion and application services with a registered capital of 143 million RMB, has participated in 16 bidding projects, holds 1 trademark record, 2,146 patent records, and possesses 2 administrative licenses [2] - Haier Smart Home Co., Ltd., established in 1994, focuses on electrical machinery and equipment manufacturing with a registered capital of approximately 943.81 million RMB, has invested in 60 companies, participated in 1,769 bidding projects, holds 289 trademark records, 5,000 patent records, and possesses 10 administrative licenses [2]

Group 1 - BlackRock, Inc. reduced its stake in Haier Smart Home (06690.HK) by selling 3.606 million shares at an average price of HKD 26.6114 per share, amounting to approximately HKD 95.96 million [1] - Following the sale, BlackRock's total holdings in Haier Smart Home decreased to 226,113,267 shares, representing a reduction in ownership from 8.05% to 7.92% [1]

Core Viewpoint - Haier Smart Home experienced a decline of 1.85% on March 9, with a trading volume of 960 million yuan and a market capitalization of 228.814 billion yuan [1]. Group 1: Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing solutions for a better life [2]. - The company holds a 10.2% share of the global retail volume in 2014, maintaining its position as the world's largest brand in major home appliances for six consecutive years [2]. Group 2: Shareholder and Investment Insights - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Company are included [3]. - Haier Wireless, a subsidiary focused on wireless charging, has participated in setting national industry standards for wireless energy transmission and has invested in Intel's wireless charging technology team [3]. Group 3: Business Operations - The main business of the company includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and water appliances, along with providing comprehensive smart home solutions [3]. - As of September 30, Haier Smart Home reported a revenue of 234.054 billion yuan for the period from January to September 2025, representing a year-on-year growth of 15.31%, and a net profit attributable to shareholders of 17.373 billion yuan, up 14.64% year-on-year [7]. Group 4: Financial Performance and Dividends - The company has distributed a total of 48.662 billion yuan in dividends since its A-share listing, with 24.273 billion yuan distributed over the past three years [8].

Group 1 - BlackRock's stake in Haier Smart Home (H shares) decreased from 8.05% to 7.92% as of March 3 [1] - The average selling price of the shares was 26.6114 HKD [1]

Core Viewpoint - Haier Smart Home has shown a stable market performance with a slight increase in stock price and significant market capitalization, indicating its strong position in the home appliance industry [1]. Company Overview - Haier Group, founded in 1984, has expanded from producing refrigerators to a wide range of sectors including home appliances, IT, logistics, finance, and pharmaceuticals, becoming a global leader in providing solutions for a better life [2]. - The company’s main business includes the research, production, and sales of home appliances such as refrigerators, air conditioners, washing machines, and smart home solutions [3][7]. - As of September 30, 2025, Haier Smart Home reported a revenue of 2340.54 billion, a year-on-year increase of 15.31%, and a net profit of 173.73 billion, up 14.64% year-on-year [7]. Shareholder Structure - The top ten circulating shareholders include significant entities such as Central Huijin Asset Management and China Securities Finance Corporation, indicating institutional interest [3][9]. - As of September 30, 2025, the number of shareholders decreased to 190,600, a reduction of 8.15% compared to the previous period [7]. Financial Performance - The company has distributed a total of 486.62 billion in dividends since its A-share listing, with 242.73 billion distributed over the last three years [8]. - The average trading cost of the stock is 25.84, with the current price approaching a resistance level of 24.75, suggesting potential for upward movement if this level is surpassed [6]. Market Activity - The stock experienced a net outflow of 21.68 million today, with a lack of clear trends in major funds, indicating a mixed sentiment among investors [4][5].

Core Viewpoint - The Sanremo Music Festival serves as a significant platform for Haier's Candy brand, enhancing product recognition in the Italian market through high-profile advertising and innovative product integration [1][3][6]. Group 1: Event Highlights - The Sanremo Music Festival took place from February 24 to February 28, showcasing Candy's three-tub washing machine with dedicated TV commercials during prime time on Italy's national television [1][6]. - Candy's washing machine was featured in a unique interview segment called "Wash Music," designed by influencer Mattia Stanga, which allowed local users to experience the product's innovative technology firsthand [3][8]. Group 2: Product Performance - Since its launch in Italy, the Candy three-tub washing machine has demonstrated strong market performance, with a price point exceeding €1,000 and a price index of over 250 [5][10]. - The product received over a hundred pre-orders before its official release, and website traffic surged by 115% on the launch day, indicating high consumer interest [5][10]. Group 3: Market Strategy - The success of the Candy washing machine is attributed to Haier's deep understanding of local consumer needs and commitment to localized innovation [5][10]. - The unique design features a 10kg main tub and two 1kg smaller tubs, allowing for simultaneous washing of different types of clothing, which meets the growing demand for categorized laundry solutions in Italian households [5][10]. - Starting in March, the Candy washing machine will be available in major consumer electronics and appliance retail chains across Italy, expanding its market reach [5][10].

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年2月28日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 海爾智家股份有限公司 呈交日期: 2026年3月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600690 | 說明 | | 普通股- A股面值每股人民幣1元 (於上海證券交易所上市) | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 6,253,028,411 | RMB | | 1 RMB | | 6,253,028,411 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 6,253,028,411 | RMB | | 1 RMB | | 6,253,028 ...

Core Viewpoint - The home appliance industry is currently facing a market downturn, but Haier's specialty stores have achieved impressive results by breaking through the challenges [1] Group 1: Haier's Initiatives - Haier Smart Home launched the 2026 Health Renewal Festival from February 25 to 26, starting in Zhengzhou and expanding nationwide [1] - To empower Haier specialty stores, the company introduced the "Five Good Policies," focusing on good products, good policies, good experiences, good models, and good activities [1] Group 2: Product Strategy - The good products initiative is based on stable pricing and supply, creating a differentiated product layout to address the issue of product homogeneity [3] - Key product series like "Zhijing" and "Mailang" cover various consumer tiers, enhancing the competitiveness of store offerings [3] Group 3: Policy and Operational Efficiency - The good policies aim to simplify complex store policies, ensuring that incentive benefits reach the end point directly [5] - Haier Smart Home focuses on comprehensive retail TC as a core directive, unifying policy formulation and achieving instant execution to improve store operational efficiency [5] Group 4: Customer Experience and Marketing - The good experience initiative leads service upgrades through standards, helping Haier specialty stores achieve comprehensive traffic generation and efficient customer acquisition [5] - By integrating online and offline channels and utilizing platforms like Douyin and Gaode, the brand's visibility is amplified, bringing more precise customer traffic to stores [5] Group 5: Operational Model - The good model emphasizes cost reduction and efficiency enhancement through a unified warehouse TC model, providing free warehousing and delivery services [5] - This model, combined with Haier Mall, facilitates an integrated online and offline operational approach, making business operations easier for stores [5] Group 6: Marketing Activities - The good activities ensure continuous marketing for Haier specialty stores throughout the year, maintaining sales momentum [5] - A "5+3" activity matrix is established to provide full-process material support for each event, ensuring successful execution and safeguarding sales [5] Group 7: Future Developments - The 2026 Health Renewal Festival will unfold across various regions, with Haier Smart Home leveraging its smart home strategy to introduce more AI products, scenarios, and lifestyles [7] - This initiative aims to further empower the operations of Haier specialty stores [7]