省电又精准送风！海尔空调1-9 月同比增31％，多渠道位居前二

Core Viewpoint - The home appliance industry is facing significant challenges, but Haier Smart Home has reported strong financial performance, with notable growth in its air conditioning segment, indicating a successful strategy amidst intense competition [1][2]. Financial Performance - In the first three quarters of 2025, Haier Smart Home achieved 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, marking a 14.7% year-on-year growth and setting a historical record [1]. - The air conditioning business saw a remarkable 31% year-on-year increase in sales volume from January to September, with net income for the first three quarters surpassing the total for the entire year of 2024 [1]. Market Position - Haier's air conditioning products are leading in multiple channels, with the "Net Energy Saving" series selling over 1.37 million units online [1]. - The "Comfort Wind" series achieved top sales within half an hour of its launch during the Double Eleven shopping festival [1]. - In the offline market, Haier's air conditioning products frequently ranked second in market share during the cooling season, reinforcing its competitive position [1]. Competitive Advantages - Haier's sustained growth is attributed to three core advantages: technology leadership, digital empowerment, and a shift from single product sales to comprehensive smart air solutions [2][3]. - Technological innovations, such as the UWB human radar in the new Comfort Wind air conditioner, enhance product differentiation and meet modern consumer needs [2]. - The digital transformation has improved operational efficiency across the entire value chain, enabling precise consumer insights and integrated service delivery [2]. Strategic Transformation - Haier has successfully transitioned from selling individual products to offering "whole-home smart air solutions," integrating air conditioning, fresh air systems, air purification devices, and smart control platforms [3]. - This transformation not only increases product value but also opens new growth avenues, allowing Haier to maintain its leadership in the competitive home appliance market [3]. - The ongoing development of smart home ecosystems is expected to further bolster Haier's strong market momentum [3].