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海尔智家Q1营收同比增长10%,净利增长15%,高端品牌卡萨帝增幅超20% | 财报见闻
Hua Er Jie Jian Wen·2025-04-29 13:45

Core Insights - Haier Smart Home reported a revenue increase of 10.06% year-on-year for Q1 2025, reaching approximately 79.12 billion yuan, with a net profit growth of 15.09% to about 5.49 billion yuan [1][5] - The company is actively pursuing digital transformation in the Chinese market, focusing on digital inventory and marketing strategies, which have contributed to a 7.8% revenue growth in this segment [2][5] - The high-end brand Casarte has shown significant growth, exceeding 20%, indicating strong performance in the premium market [2][3] Chinese Market Performance - Revenue in the Chinese market grew by 7.8%, with the high-end brand Casarte being a key driver of this growth [2] - The gross margin slightly increased to 25.4%, reflecting effective cost control measures amidst rising raw material costs [2][5] - The introduction of over 60 new professional customers in the digital inventory sector and a retail sales increase of over 100% in the POP channel highlight the success of digital initiatives [2] Overseas Market Performance - Haier Smart Home's overseas revenue grew by 12.6%, showcasing effective strategies in high-end branding and localization [3] - The company is leveraging "technology + brand + digitalization" to drive product upgrades and channel innovation, aligning with industry trends towards high-end and intelligent products [3] - Significant growth was observed in North America, with double-digit increases in high-end brand revenue and triple-digit growth in emerging sectors like HVAC [6] Regional Highlights - In Europe, market share for refrigerators and washing machines has improved in countries such as Italy, France, the UK, and Spain [6] - Emerging markets in South Asia, Southeast Asia, and the Middle East and Africa have also shown rapid growth, particularly in India, Vietnam, Thailand, and Egypt, where market share has significantly increased [6]