Core Viewpoint - Haier Smart Home's stock experienced a slight decline of 0.73% on February 13, with a trading volume of 688 million yuan and a market capitalization of 241.005 billion yuan [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 home appliance brand for six consecutive years [2]. Shareholder Structure - The top ten circulating shareholders include Central Huijin Asset Management Co., Ltd. and China Securities Finance Corporation [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]. Business Operations - Haier Smart Home's main business involves the research, production, and sales of home appliances, including refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][7]. - The revenue composition includes: refrigerators 27.17%, air conditioners 20.94%, washing machines 20.22%, kitchen appliances 13.10%, equipment and channel services 11.97%, water appliances 6.11%, and others 0.48% [7]. Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.054 billion yuan, 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]. - The company has distributed a total of 48.662 billion yuan in dividends since its A-share listing, with 24.273 billion yuan distributed in the last three years [8]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth largest circulating shareholder with 361 million shares, a decrease of 89.039 million shares from the previous period [9]. - China Securities Finance Corporation is the sixth largest circulating shareholder with 183 million shares, unchanged from the previous period [9].

Group 1 - Haier Smart Home Co., Ltd. has obtained a patent for "elevator scheduling method, device, electronic equipment, and storage medium," with authorization announcement number CN116853913B, applied on June 2023 [1] - Qingdao Haier Air Conditioning Electronics Co., Ltd., established in 1999, has a registered capital of 9,670.9088914 million RMB and has invested in 15 companies, participated in 4,779 bidding projects, and holds 121 trademark records and 5,000 patent records [1] - Qingdao Haier Air Conditioner Co., Ltd., established in 1996, has a registered capital of 93,638.162532 million RMB, invested in 20 companies, participated in 4,915 bidding projects, and holds 258 trademark records and 5,000 patent records [1] Group 2 - Qingdao Haier Intelligent Technology Research and Development Co., Ltd., established in 2014, has a registered capital of 13,000 million RMB, invested in 9 companies, participated in 7 bidding projects, and holds 22 trademark records and 5,000 patent records [2] - Haier Smart Home Co., Ltd., established in 1994, has a registered capital of 943,811.4893 million RMB, invested in 60 companies, participated in 1,921 bidding projects, and holds 289 trademark records and 5,000 patent records [2]

Core Viewpoint - The delivery process is crucial for user reputation in the smart home era, and Haier Smart Home has enhanced the delivery experience through a digital upgrade in its app, introducing a "real-time logistics tracking" feature [1][3]. Group 1: Digital Upgrade and User Experience - The new feature breaks traditional logistics information barriers, allowing users to view the real-time location, travel trajectory, and estimated arrival time of delivery vehicles on a map, similar to tracking food delivery [3]. - This "full visibility" service significantly alleviates user anxiety during the waiting period [4]. - Users gain autonomy over their time management, enabling them to self-modify appointment times in the app without repeatedly calling service centers, and they can also expedite requests [4]. Group 2: Impact and Statistics - The feature has benefited over 400,000 users, improving delivery success rates and enhancing the service experience during the delivery process [4]. - The end of delivery marks the beginning of service, as the Haier Smart Home app empowers the entire logistics process with visualization, reshaping the "first mile" of the service chain [4]. - This initiative respects user time costs and represents a solid step towards the implementation of a comprehensive smart home service system [4].

Core Viewpoint - The article highlights Haier's new "full-category smart management" feature in its smart home app, which transforms traditional smart appliances into intelligent companions that understand and enhance daily life [1][2] Group 1: Smart Home App Features - The Haier Smart Home App breaks the limitations of traditional smart home apps by providing proactive service capabilities throughout the entire lifecycle of smart home products [1] - The app offers deep customization for different categories of appliances, enhancing user experience and functionality [1] - For example, the refrigerator acts as a food management assistant, providing features like ingredient management, expiration reminders, recipe recommendations, and one-click ordering [1] Group 2: User Experience and Integration - The washing machine is transformed into a laundry expert, allowing for features such as laundry scheduling, completion notifications, and cloud-based program updates [1] - The app enables centralized management and deep interaction across all categories of appliances, seamlessly linking the smart home ecosystem [1] - The "Homecoming Mode" feature personalizes the user experience by automatically adjusting lighting, music, curtains, and air conditioning based on the family member recognized by the smart lock [1]

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： 2026年2月12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 | 其他類別 (請註明) | | 於香港聯交所上市 | 否 | | | | 證券代號 (如上市) | 690D | 說明 | | | 普通股- D股面值每股人民幣1元 (於法蘭克福證劵交易所上市) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份 ...

Core Viewpoint - Haier Smart Home's stock experienced a slight decline of 0.54% on February 12, with a trading volume of 590 million yuan and a market capitalization of 242.787 billion yuan [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 has maintained a global retail market share of 10.2% in 2014, ranking as the world's largest home appliance brand for six consecutive years [2] - Haier Smart Home's main business includes the research, production, and sales of home appliances such as refrigerators, kitchen appliances, air conditioners, washing machines, and smart home solutions [3][7] Financial Performance - For the period from January to September 2025, Haier Smart Home achieved a revenue of 234.054 billion yuan, 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] - 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] Shareholder Structure - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Corporation are included, indicating institutional interest [3][9] - As of September 30, 2025, the number of shareholders was 190,600, a decrease of 8.15% from the previous period [7]

Core Viewpoint - Haier Smart Home has been recognized as a leader in sustainable development within the home appliance industry by winning the "Circular Economy Practice Pioneer Award" at the 2025 Forbes China Business Brand Management Influence Awards, being the only company in the sector to receive this honor [1][2] Group 1: Award Recognition - Haier Smart Home's mature and comprehensive home appliance recycling system has set a benchmark for sustainable development in the industry [1] - The award emphasizes the importance of innovation and responsibility, requiring selected companies to balance innovation with environmental and social responsibilities [1] Group 2: Circular Economy Initiatives - Haier has established the first "recycling-disassembly-regeneration-reuse" closed-loop system to accelerate the green, high-end, and technological development of the circular economy [2] - The company focuses on three competitive upgrades: first experience in recycling, first efficiency in disassembly, and first quality in regeneration, solidifying its model and accelerating national layout [2] Group 3: Technological Advancements - Haier is addressing the pain points of low-end utilization of traditional recycled materials by continuously breaking through circular technology, leading the industry's high-end transformation [2] - The company is expanding its circular technology capabilities and collaborating with upstream and downstream resource providers, moving from plastic recycling to metal recycling [2] Group 4: Standards and Quality Control - In October 2025, Haier led the formulation of the national standard for "Recycled Material Use in Household Appliances," which provides a basis for quality control and supply chain traceability of recycled materials [2] Group 5: User-Centric Approach - Haier's recycling practices demonstrate that the circular economy can drive high-quality growth and create diverse value, rather than being a burden on development [2] - The company consistently prioritizes user needs through a comprehensive approach from green products to smart scenario solutions, continuously optimizing and upgrading the quality of life experience for users [2]

Core Insights - The article emphasizes the shift from "selling products" to "retaining users" as a critical transformation for companies in response to increasingly personalized and scenario-based consumer demands [1] - Haier Smart Home aims to establish a user-centric platform service technology ecosystem to enhance long-term competitiveness, having accumulated 430 million users, a 20% year-on-year increase [1] Group 1 - Haier Smart Home's "126" strategy focuses on building one smart home channel, two platforms (full-domain unified warehouse TC and user lifecycle), and enhancing six capabilities: high-end, globalization, digitalization, intelligence, ecology, and greenness [1][2] - The full-domain unified warehouse TC platform streamlines operations directly to users, improving efficiency and transparency, thus addressing previous issues of delayed demand transmission and inadequate service [2] - The user lifecycle platform enhances user experience through a proactive service system, utilizing big data and AI for precise matching and transparent service processes [2] Group 2 - Haier Smart Home's high-end strategy has led to significant sales, with the co-created "Mai Lang" refrigerator exceeding 1 million units in three quarters and the "Leader" washing machine surpassing 300,000 units since launch [2] - The company's globalization strategy involves not just selling products globally but also globalizing its platform and capabilities, exemplified by the X11 washing machine, which has sold over 1 million units across 20 countries [2] - By transitioning from product manufacturing to user management, Haier Smart Home redefines growth paths for enterprises and provides a practical transformation model for the industry [2]

Group 1 - The company Haier Smart Home (06690.HK) announced a share buyback on February 10, spending €92,000 to repurchase 45,000 D-shares [1] - The buyback price ranged from €2.044 to €2.05 per share [1]

海尔智家（600690）(06690)公布，2026年2月10日耗资约9.22万欧元回购4.5万股股份。 ...