Core Insights - The home appliance offline market is experiencing a decline in 2025, but Haier's specialty stores have shown remarkable performance, with overall retail scale increasing and over 80% of county customers achieving unified warehouse ToC [1][4] - Haier's Vice President announced the "9+5 model" for 2026, focusing on market changes and deepening model transformation for specialty store channels [1] Group 1: 9 Major Plans - The "9 major plans" address issues such as low foot traffic, conversion difficulties, product mismatch, complex policies, and high costs, providing targeted solutions [3] - A dual-line integration plan will be implemented to merge online platforms with offline stores, creating a new OTO model to efficiently convert foot traffic into orders [3] Group 2: Product Innovation and Iteration - Haier will promote product co-creation and iteration, with the Haier Mairang series contributing to a 7% growth in 2025, and plans to expand the product portfolio based on user feedback for 2026 [3] Group 3: Store Expansion and Experience Enhancement - Haier plans to build 3,200 new county stores and upgrade 6,100 existing ones in 2026, enhancing the in-store experience to allow users to interact with products [3] Group 4: Logistics and Cost Management - The company aims for 100% unified warehouse ToC, with significant cost savings reported by partners, such as a 30,000 reduction in costs and a 20% increase in annual sales after implementing the unified warehouse model [4] Group 5: Comprehensive Support for Dealers - Haier has outlined support in five areas, focusing on real pain points for dealers and aligning with market trends to empower stores comprehensively [5] Group 6: Brand and Cultural Center - Since its inception in 1996, Haier's specialty stores have evolved into brand, cultural, service, and experience centers, accelerating the ToC transformation to create lifelong user value with partners [7]

Core Insights - The global kitchen appliance market is under pressure, yet Haier's kitchen appliances are experiencing growth, achieving a 32% increase in the high-end market compared to an industry decline of 3% in the first ten months of the year [1][2] - Haier's global strategy has established a strong market foundation, with the company being the largest kitchen appliance manufacturer globally, selling over 10 million units annually for three consecutive years from 2022 to 2024 [3] - The "comprehensive ToC transformation" strategy has driven Haier's global market growth, with significant market shares in various regions, including 34% in the US and leading positions in Australia, Italy, Morocco, and notable growth in the Middle East and Southeast Asia [3][4] Company Performance - Haier's kitchen appliances have achieved breakthroughs in the domestic high-end market, with the Casarte brand being the fastest-growing high-end brand in the industry [3] - The Casarte full-embedded range hood has maintained the highest market share in the high-end segment on JD.com for five consecutive months, while the Casarte drawer dishwasher has seen a 130% increase in sales, securing the top market share [3] Innovation and Technology - Haier has introduced AI products and solutions, showcasing its leadership in the industry with the new generation of AI kitchens, which include features like automatic fire adjustment and intelligent cooking capabilities [4] - The integration of AI technology in kitchen appliances reflects Haier's commitment to enhancing user experience and product innovation [4] Strategic Insights - The reverse growth trend is attributed to the company's strategic transformation and market practices, demonstrating a systematic approach to enhancing brand value and resilience in a complex market environment [6] - The 2026 "comprehensive ToC" strategy outlines a clear path for Haier's high-end transformation, providing a practical example of resilience in the home appliance manufacturing sector [6]