海尔智家（600690）(06690)发布公告，于2025年9月19日该公司斥资807.81万港元回购30万股，回购价 格为每股26.72-27.00港元。 ...

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9月19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 H | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 06690 | 說明 | 普通股- H股面值每股人民幣1元 (於香港聯交所上市) | | | | | 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（不包括庫存股份）數 ...

Group 1 - BlackRock's stake in Haier Smart Home decreased from 7.09% to 6.99% as of September 16 [1]

Core Viewpoint - Haier Smart Home is accelerating its B-end expansion by acquiring Carrier Group's commercial refrigeration business for approximately $640 million, marking its first foray into B-end refrigeration services, which is seen as a significant step in strengthening its global ToB business layout [1][2]. Group 1: Acquisition Details - The acquisition includes 100% equity and related assets of Carrier Refrigeration Benelux B.V., with the actual transaction amount reaching approximately $775 million [1]. - This acquisition is part of Haier's strategy to enhance its presence in the commercial refrigeration sector, particularly targeting B-end customers [1][4]. Group 2: Product Development and Innovation - Haier's sub-brand PROFROID launched three new products, including CO₂ heat pump water heaters, which leverage its expertise in CO₂ refrigeration technology [1][3]. - PROFROID has over 100 patents in CO₂ technology, and the new CO₂ heat pump can operate efficiently in extreme low temperatures, achieving a maximum water temperature of 95°C [3][4]. Group 3: Market Positioning and Strategy - PROFROID is positioned as a high-end brand in the commercial refrigeration market, aiming to differentiate itself from other brands and cater to diverse customer needs [4][5]. - The acquisition is expected to enhance Haier's competitiveness in low-carbon and energy-saving solutions, aligning with global trends towards sustainability [4][5]. Group 4: Global Market Expansion - The acquisition of CCR will improve Haier's market channels and brand influence in overseas markets, particularly in Europe [5]. - Haier plans to integrate CCR's resources, including R&D and production capabilities, to strengthen its global cold chain and enhance its market share [5].

Summary of Haier Smart Home Conference Call Company Overview - **Company**: Haier Smart Home - **Date**: September 18, 2025 Key Points Industry Performance - **Overseas Business Growth**: Haier's overseas business showed steady growth, with emerging markets like South Asia, Southeast Asia, and the Middle East and Africa achieving double-digit growth. The U.S. market experienced low single-digit growth, aligning with the company's plans for high single-digit to double-digit growth overall [2][3] Financial Impact of Subsidy Policies - **Subsidy Policy Changes**: The impact of national subsidy policy adjustments on Haier was limited. Despite some regions suspending subsidies, the refrigerator and washing machine categories maintained low single-digit growth, while the air conditioning category benefited from high temperatures, exceeding 15% growth [2][4] Market Expansion Strategies - **HVAC Market Expansion**: Haier is actively expanding its HVAC market in Europe and the U.S., with European HVAC business growing over 20% in the first half of the year and the U.S. market achieving double-digit growth. The company plans to strengthen its overseas HVAC market presence and seek acquisition opportunities [2][8] Digital Transformation - **Operational Efficiency**: Haier is enhancing operational efficiency through digital transformation, including creating popular products, reducing SKU numbers, increasing the self-manufacturing ratio of core components, and advancing digital inventory management, which effectively lowered sales and management expense ratios [2][13] Product Innovation - **New Product Launches**: Haier continues to drive product innovation, such as launching the "Lazy Wash" series of washing machines aimed at younger consumers and promoting embedded technology in refrigerators to meet consumer demands and maintain market competitiveness [2][14][15] Sales Performance Trends - **Sales Trends**: Since the third quarter, domestic and overseas sales have maintained the overall trend from the first half of the year, with domestic revenue growth reaching high single-digit to double-digit levels, and air conditioning continuing to grow over 15% [3][5] Future Outlook - **Revenue and Profit Growth Goals**: Haier aims to maintain high single-digit revenue growth and double-digit profit growth for the upcoming years, with a commitment to a dividend payout ratio of no less than 50% for 2025 and 2026 [4][20][21] Market Share Strategy - **Air Conditioning Market Share**: Haier plans to enhance its air conditioning market share through strategies such as creating popular products, improving online retail capabilities, and utilizing digital inventory management. The company has seen a nearly one percentage point increase in overall market share compared to last year [12] Supply Chain Management - **Local Production Strategy**: Approximately 60% of Haier's revenue in the U.S. comes from local production, with plans to build a new washing machine factory by 2027 to further reduce tariff impacts [4][18] Competitive Landscape - **Response to Competitors**: Haier views the high-end appliance rental business launched by Samsung and LG in Southeast Asia as not yet mainstream and does not plan to compete directly in this segment for the time being [10] Capital Expenditure Plans - **Investment Plans**: Haier's capital expenditure budget for the coming years is set at 8 to 10 billion RMB, focusing on global capacity expansion projects, including new factories in Thailand and the U.S. [20] Market Entry in Brazil - **Brazil Market Strategy**: Haier currently has no specific progress in the Brazilian market but plans to negotiate with local partners for potential breakthroughs in the second half of 2025 [19]

Core Viewpoint - Haier Smart Home experienced a decline of 2.73% on September 18, with a trading volume of 1.465 billion yuan and a market capitalization of 244.425 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 digital products, logistics, finance, real estate, and biopharmaceuticals, becoming a global leader in providing quality life solutions [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 - Among the top ten circulating shareholders, Central Huijin Asset Management and China Securities Finance Corporation are included [3] - Haier Group's subsidiary, Haier Wireless, focuses on wireless charging and has participated in setting national industry standards for electromagnetic compatibility and radiation [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 smart home solutions [3][7] - The revenue composition of Haier Smart Home 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 first half of 2025, Haier Smart Home achieved a revenue of 156.494 billion yuan, representing a year-on-year growth of 15.39%, and a net profit attributable to shareholders of 12.033 billion yuan, up 15.48% year-on-year [7] - The company has distributed a total of 46.155 billion yuan in dividends since its A-share listing, with 21.766 billion yuan distributed in the last three years [8] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder with 450 million shares, a decrease of 131 million shares from the previous period [9] - Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF are also among the top ten circulating shareholders, with respective holdings of 73.637 million shares and 66.918 million shares [9]

海尔智家（600690）(06690)发布公告，于2025年9月18日斥资529.98万元回购20万股A股股份。 ...

智通财经APP讯，海尔智家(06690)发布公告，于2025年9月18日斥资529.98万元回购20万股A股股份。 ...

格隆汇9月18日丨海尔智家(06690.HK)公告，9月18日耗资530万元回购20万股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9月18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（不包括庫存 ...