销额增34%！海尔大厨电前3季度线下增速超行业5倍

Core Viewpoint - Haier Smart Home reported strong financial results for the first three quarters of 2025, with significant revenue and profit growth driven by innovation and market expansion in the kitchen appliance sector [1] Financial Performance - For the first three quarters of 2025, Haier achieved operating revenue of 234.05 billion yuan, a year-on-year increase of 10% [1] - The net profit attributable to shareholders reached 17.37 billion yuan, up 14.7% year-on-year, marking a historical high [1] - In Q3 alone, the company generated revenue of 77.56 billion yuan, reflecting a 9.5% year-on-year growth, with a net profit of 5.34 billion yuan, increasing by 12.7% [1] Market Performance - Haier's kitchen appliances saw a remarkable offline sales growth of 34% in the first three quarters, significantly outperforming the industry average growth of 6.3% [1] - The exceptional performance is attributed to Haier's dual strategy of technological innovation and market expansion [1] Product Innovation - Haier's kitchen appliances have integrated artificial intelligence throughout the cooking process, transitioning from parameter competition to "proactive service kitchens" [2] - The Casarte Ultra series, featuring "AI Eye," has become a market bestseller, addressing key user pain points in cooking [2] - Innovations include automatic monitoring of cooking conditions, smart fire control, automatic ingredient recognition, and a unique drawer-style dishwasher design [2] Channel Strategy - Haier has established a robust online and offline collaborative network, with 2,795 professional stores and additional kitchen-specific outlets [3] - The online performance is strong, with Casarte's high-end range leading sales on platforms like JD.com [3] - The dual-channel strategy enhances market coverage and meets diverse consumer preferences [3] Growth Drivers - The growth in Haier's kitchen appliance sector is a result of effective product innovation and market expansion strategies [3] - The shift from functional competition to comprehensive solutions in the kitchen appliance industry positions Haier for sustained future growth [3]