华尔街见闻·2025-08-30 09:01Core Viewpoint - The article highlights Haier Smart Home's strong performance in the face of increasing uncertainties in tariffs and global market conditions, showcasing its effective strategies in global market diversification and localization to achieve sustainable growth [2][3]. Group 1: Financial Performance - Haier Smart Home reported record-breaking half-year results for 2025, with revenue and net profit attributable to shareholders reaching 156.49 billion yuan and 12.03 billion yuan, respectively, reflecting year-on-year growth of 10.2% and 15.6% [2]. - The overseas market revenue for Haier Smart Home was 79.08 billion yuan, showing a year-on-year increase of 11.66% [3]. Group 2: Regional Performance - Despite a 0.8% decline in the North American major appliance shipment, Haier Smart Home achieved double-digit growth in high-end brand revenue in that market [3]. - In Europe, the company's revenue grew by 24.07% year-on-year [3]. - Emerging markets showed even more significant growth, with revenue increases of 32.47% in South Asia, 18.29% in Southeast Asia, and 65.42% in the Middle East and Africa [3]. Group 3: Product Differentiation and Localization - Haier Smart Home's success in various regions is attributed to its high-differentiation and competitive products tailored to local market needs, such as the smart ice-making refrigerators for Southeast Asia [5]. - The company launched the R32 single cold inverter air conditioner in Egypt, addressing local climate and energy cost challenges, which helped increase its market share to 16% [6]. Group 4: Supply Chain and Operational Efficiency - The company has established localized production bases to enhance supply chain resilience and reduce external shocks, moving away from traditional ODM models [7][8]. - Haier Smart Home's Thailand factory plans to supply 30% of its production to the local market while exporting to ASEAN and European markets [8]. - The implementation of a direct factory dispatch model in Southeast Asia has reduced logistics costs and improved delivery efficiency [9]. Group 5: Digital Transformation - Haier Smart Home has adopted a digital retail transformation strategy to enhance operational efficiency, with a 15.4% increase in self-ordering by customers through its HeS digital platform [11]. - The overall operational efficiency improved by 30%, and the average output per store increased by 20% compared to the previous year [11].