Core Viewpoint - Haier is enhancing user experience through a comprehensive upgrade from "product exchange" to "experience exchange," focusing on high-quality home appliances and services to meet consumer demands for improved living standards [1][2]. Group 1: Good Products - Haier is committed to providing high-quality home appliances, featuring innovative technologies such as magnetic preservation in refrigerators and AI-driven washing machines that significantly reduce washing time and water usage [1][3]. - The newly launched Haier gas water heater boasts an efficiency improvement to 107.2%, while the water purifier ensures safe drinking water from the first cup [1][3]. Group 2: Good Services - Haier aims to establish a benchmark service system, transitioning from "after-sales service" to "lifecycle service," ensuring a seamless experience from purchase to usage [4]. - The company offers comprehensive installation and delivery services, with a commitment to 24/7 customer support for immediate assistance [4]. Group 3: Good Quality - Quality is a cornerstone of Haier's sustainable development, with strict controls over materials and manufacturing processes to ensure high standards [5]. - Haier emphasizes green manufacturing and recycling, achieving over 95% recycling rate for old appliances, and extends its services to rural areas to enhance accessibility [5].

Core Viewpoint - The Guozheng Hong Kong Stock Connect Consumer Index has updated its constituent stocks, highlighting leading companies in various consumer sectors, including Pop Mart, Anta Sports, and Haier Smart Home, which is the only home appliance company in the top ten [1][2]. Group 1: Company Performance - Haier Smart Home's overseas revenue surged from 18.65 billion in 2015 to 143.8 billion in 2024, marking an almost eightfold increase, with overseas revenue now accounting for over 50% of total revenue [3]. - In 2024, Haier's revenue from North America was 79.53 billion, remaining stable year-on-year, while revenue from Europe reached 32.09 billion, reflecting a 12.4% increase [5]. - The company adopted a "difficult first, easy later" strategy, entering developed markets first before expanding into developing countries, achieving significant growth in South Asia (21.1%), Southeast Asia (14.75%), and the Middle East and Africa (38.3%) [6]. Group 2: Innovation and Market Strategy - Haier Smart Home focuses on product innovation tailored to new consumer demands, particularly targeting Generation Z, exemplified by the launch of the "lazy washing machine" and the "Milan refrigerator," which have gained significant market traction [8][9]. - The company leverages AI and cutting-edge technologies to develop new products that meet user needs, such as the X11 washing machine, which exceeds European energy efficiency standards by 60% and captures 10% of the mid-to-high-end market in Europe [9]. - Haier's innovative products have led to strong market performance, achieving the highest online market share in categories like refrigerators and washing machines during major sales events [8][10].