数据显示，2021年至2024年，海尔智家营业收入年复合增长率达8%，归母净利润年复合增长率达 14%，净利润增速持续跑赢收入增速。 "公司的增长动力源自高端品牌突围、海外本土化深耕及通过深度推进数字化变革带来的效率优化。"海 尔智家介绍。在智能化转型方面，海尔智家以"场景替代产品、生态覆盖行业"为核心，依托UHome大 模型打造了全球领先的智慧家庭生态。2025年，海尔智家继续推出"AI之眼"技术，推动家务向"无人 化"迈进，让智慧生活从"被动响应"升级为"主动关怀"。 作为全球家电行业领军企业，"十四五"时期，海尔智家（600690）通过在智能化、高端化、全球化以及 绿色化方面的深耕，实现了从"卖产品"到"创生态"的质变。公司以用户为中心的长期主义战略，使其在 行业增速放缓背景下，仍保持营收与利润双位数增长，成为全球家电产业转型的标杆。 在高端化布局上，海尔智家高端品牌卡萨帝成为业绩增长的核心引擎。2025年"双11"期间，卡萨帝揽光 套系稳居万元以上高端家电全网第一。 展望未来，海尔智家将持续深耕科技创新，加快发展新质生产力，通过强化基础研究投入、布局颠覆性 技术、深化AI与场景融合，持续引领行业趋势， ...

在高端化布局上，海尔智家高端品牌卡萨帝成为业绩增长的核心引擎。2025年"双11"期间，卡萨帝揽光 套系稳居万元以上高端家电全网第一。 目前，海尔智家已构建全球品牌矩阵，实现区域精准覆盖。2025年前三季度，公司海外收入同比增长 10.5%。目前已建成全球35个工业园、163个制造中心、12座"灯塔工厂"，以"本土化推进全球化，以全 球化服务全球化"的模式，实现全球资源协同与高效配置。 在绿色化方面，海尔智家承诺不晚于2050年实现全球运营碳中和，构建覆盖家庭、商用、工业的全场景 绿色生态。目前，依托全球化布局，海尔智家将绿色战略快速推向全球200多个国家和地区，让低碳价 值惠及全球用户。 展望未来，海尔智家将持续深耕科技创新，加快发展新质生产力，通过强化基础研究投入、布局颠覆性 技术、深化AI与场景融合，持续引领行业趋势，向"世界一流智慧住居生态企业"的目标稳步迈进。 作为全球家电行业领军企业，"十四五"时期，海尔智家通过在智能化、高端化、全球化以及绿色化方面 的深耕，实现了从"卖产品"到"创生态"的质变。公司以用户为中心的长期主义战略，使其在行业增速放 缓背景下，仍保持营收与利润双位数增长，成为全球家电产 ...

Core Insights - Haier Smart Home has achieved impressive growth, with a continuous double-digit year-on-year increase in net profit attributable to shareholders for five consecutive years [1][2] - The company has established itself as a "hardcore growth" leader in the appliance industry, successfully navigating challenges such as market saturation and rising raw material costs [2] Financial Performance - From 2021 to 2025, the year-on-year growth rates of net profit attributable to shareholders for the first three quarters were 57.68%, 17.26%, 12.71%, 15.27%, and 14.68% respectively [1][7] - The latest report indicates a 14.68% year-on-year increase in net profit for the first three quarters of 2025, surpassing revenue growth [7] Strategic Dimensions - Haier's growth is driven by five strategic dimensions: high-end, globalization, digitalization, intelligence, and ecological integration, which collectively enhance user recognition [3] - The Casarte brand, known for its differentiated technology, has become a key profit driver, with products like the zoned washing machine and oxygen-preserving refrigerator meeting high-end consumer needs [3] Globalization Efforts - Haier's globalization strategy focuses on localizing products and services, establishing R&D, production, and sales systems in key markets to serve local users effectively [3] Digital Transformation - Digital transformation plays a crucial role in enhancing operational efficiency and user experience, with initiatives like the comprehensive inventory management system and multi-channel digital operations [4] - The application of AI technology has led to innovative products that address everyday consumer pain points, contributing to significant sales during major shopping events [4][5] Market Position and Future Outlook - During the 2025 Double Eleven shopping festival, Haier's product sales exceeded 4 billion yuan, with significant contributions from specific product lines [5] - Analysts maintain a positive outlook on Haier's growth potential, citing the ongoing deepening of its high-end strategy, steady globalization, and increasing penetration of smart home solutions [7]