海尔智家盘中涨近3%华泰证券维持“买入”评级

Core Viewpoint - Haier Smart Home (06690) has signed a strategic cooperation agreement with Sanhua Intelligent Control to enhance collaboration in R&D, laboratory construction, and emerging field layouts, aiming to improve supply chain efficiency and accelerate innovation results [1] Financial Performance - In Q3, Haier Smart Home reported revenue of 77.56 billion yuan, a year-on-year increase of 9.5%, and a net profit attributable to shareholders of 5.34 billion yuan, up 12.7% year-on-year [1] - For the first three quarters, the company achieved revenue of 234.05 billion yuan, reflecting a year-on-year growth of 10%, with a net profit attributable to shareholders of 17.37 billion yuan [1] Earnings Forecast - Huatai Securities has raised the forecast for Haier Smart Home's net profit attributable to shareholders for 2025 to 2027 by 2.17%, 2.33%, and 3.36%, adjusting the figures from 21.13 billion, 23.27 billion, and 25.37 billion yuan to 21.58 billion, 23.81 billion, and 26.22 billion yuan respectively [1] - Corresponding earnings per share are projected to be 2.3 yuan [1]