Jing Ji Guan Cha Wang·2025-07-03 02:07Core Viewpoint - Haier Group has completed a strategic investment of over 2.5 billion yuan in Shanghai New Times Dahua Electric Co., marking a significant step in its transition from a home appliance manufacturer to an industrial ecosystem builder within the Kaos Industrial Internet platform [2][3] Group 1: Strategic Investment and Objectives - The acquisition aims to enhance Haier's hardware capabilities, which are crucial for the Kaos Industrial Internet ecosystem [3][4] - New Times Dahua, a leader in industrial robotics, has a strong technological foundation that aligns with Haier's strategic focus on industrial automation and domestic substitution [2][5] - The partnership is expected to create a complementary ecosystem of hardware and software, breaking industry barriers and reshaping the competitive landscape of the industrial internet [2][3] Group 2: Financial Performance and Market Context - New Times Dahua has faced financial challenges, with cumulative losses exceeding 1.7 billion yuan over the past three years, highlighting the need for capital and technological support [6][7] - The Chinese industrial internet market is projected to reach 1.486 trillion yuan by 2026, indicating significant growth potential for both companies [5] Group 3: Integration and Operational Strategy - Haier plans to integrate New Times Dahua through strategic positioning, supply chain collaboration, and technological fusion, aiming to improve operational efficiency and cost structure [7][8] - The integration will involve adopting Haier's "user-centric" management model and enhancing New Times Dahua's focus on hardware development [7][8] Group 4: Future Prospects and Industry Positioning - The acquisition is seen as a critical move for Haier to strengthen its position in the robotics sector, which is essential for both smart home and industrial applications [9][10] - Haier's dual focus on industrial and household robotics positions it favorably against competitors like Midea and Gree, who are also pursuing differentiated strategies in the robotics market [11]