海尔智家：夯实全球家电行业领军地位

Core Insights - Haier Smart Home has transformed from "selling products" to "creating ecosystems" during the 14th Five-Year Plan period, focusing on smart, high-end, global, and green development strategies, which has allowed the company to maintain double-digit growth in revenue and profit despite a slowing industry growth rate [2] Group 1: Financial Performance - From 2021 to 2024, Haier Smart Home's revenue is expected to have a compound annual growth rate (CAGR) of 8%, while the net profit attributable to shareholders is projected to grow at a CAGR of 14%, indicating that net profit growth consistently outpaces revenue growth [2] - The company's growth is driven by breakthroughs in high-end branding, localized overseas operations, and efficiency optimization through digital transformation [2] Group 2: Technological Advancements - In terms of smart transformation, Haier Smart Home focuses on "scene replacing products and ecosystem covering industries," leveraging the UHome model to create a leading global smart home ecosystem [2] - The company plans to launch the "AI Eye" technology by 2025, advancing household tasks towards "unmanned" operations and upgrading smart living from "passive response" to "active care" [2] Group 3: Global Expansion - Haier Smart Home has established a global brand matrix with precise regional coverage, achieving a 10.5% year-on-year increase in overseas revenue in the first three quarters of 2025 [3] - The company has built 35 industrial parks, 163 manufacturing centers, and 12 "lighthouse factories," implementing a model of "localization promoting globalization" for efficient global resource allocation [3] Group 4: Sustainability Initiatives - Haier Smart Home has committed to achieving global operational carbon neutrality by 2050, creating a comprehensive green ecosystem covering home, commercial, and industrial sectors [3] - The company's green strategy is being rapidly deployed across over 200 countries and regions, ensuring low-carbon values benefit global users [3] Group 5: Future Outlook - Looking ahead, Haier Smart Home aims to continue deepening technological innovation and accelerate the development of new productive forces, focusing on basic research investment, disruptive technology layout, and deepening AI and scene integration [4] - The company is steadily progressing towards its goal of becoming a "world-class smart living ecosystem enterprise" [4]