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深化产品、技术、全球化三大战略变革 海尔智家上半年营收净利续创新高
Zheng Quan Ri Bao Wang· 2025-08-28 13:27
Core Insights - Haier Smart Home achieved record high revenue and net profit in the first half of 2025, with revenue reaching 156.49 billion yuan, a year-on-year increase of 10.2%, and net profit of 12.03 billion yuan, up 15.6% [1] - The company's growth is attributed to its multi-brand strategy and global technological collaboration, alongside strong performance in both domestic and international markets [1] Group 1: Market Performance - Haier Smart Home maintained the top market share in both online and offline segments, with continuous growth in core categories [2] - The Casarte brand, focusing on high-end products, saw over 20% revenue growth, with premium refrigerators achieving over 50% market share in the 15,000 yuan and above segment [2] - The Haier brand's "AI for Home" initiative led to an 18% increase in retail sales, with the "Little Red Flower" series selling over 1.2 million units [2] Group 2: Product Category Performance - Haier's air conditioning segment was the only one among the top three brands to achieve positive growth in both volume and revenue, with a 12.8% increase in revenue [3] - The refrigerator and washing machine segments also maintained their leading positions, with market shares increasing by 2.3 and 1.5 percentage points, respectively [3] Group 3: Technological and Operational Advancements - The integration of AI and digital tools across all processes has improved operational efficiency, reducing sales management expense ratios by 0.1 percentage points [4] - The company achieved 526,400 business opportunities through digital marketing, converting to retail sales of 1.49 billion yuan [4] Group 4: Global Market Strategy - Despite a sluggish overseas demand, Haier's international revenue grew by 11.66%, with significant growth in emerging markets such as South Asia and Southeast Asia [5] - The establishment of localized factories in regions like Egypt and Thailand has enhanced supply chain stability and responsiveness to local demands [6] Group 5: Shareholder Returns and Future Outlook - Haier announced a cash dividend of 2.69 yuan per 10 shares, totaling over 2.5 billion yuan, reflecting confidence in future performance [6] - The company plans to deepen its product, technology, and globalization strategies to strengthen its competitive edge in the global home appliance industry [6]