Core Viewpoint - Haier Smart Home has committed to achieving global carbon neutrality by 2050 and will use 100% renewable energy worldwide, marking it as the first major Chinese home appliance company to make such a commitment [1] Group 1: Carbon Neutrality Commitment - The company released a carbon neutrality white paper at the event, emphasizing its goal to integrate green strategies into product innovation and user lifestyles [1] - Haier Smart Home aims to create a comprehensive green low-carbon ecosystem through intelligent products and AI technology [1] Group 2: Product Innovations - The company has developed innovative products such as the "Lazy Three-Tub Washing Machine," which saves over 50% time and has sold over 300,000 units [2] - The "Mairang Refrigerator" uses award-winning preservation technology and consumes less than one kilowatt-hour per day, selling 1 million units in three months [2] - The "Smart Wind Air Conditioner" saves 580 kilowatt-hours of electricity annually through AI algorithms [2] - In Europe, the X11 washing machine is 70% more energy-efficient than the new European standard and has sold over 800,000 units [2] - The Combo large-capacity washing machine in the U.S. has sold over 1 million units despite being priced three times the industry average [2] - The UV COOL VOICE air conditioner in Southeast Asia helps users visualize electricity consumption to save energy [2] Group 3: Sustainable Production Practices - Haier Smart Home prioritizes renewable clean energy in the production phase to reduce the environmental burden of products throughout their lifecycle [3] - The company has received "zero carbon park" certification for its industrial parks and has the most "lighthouse factories" in the industry [3] - The "Smart Home Green Carbon System" allows for meticulous management of production execution, energy scheduling, and carbon emission management [3] Group 4: Scene-Driven Green Strategy - The company’s green strategy covers various scenarios, including smart homes, commercial buildings, and industrial settings [4] - In smart homes, the UHome model optimizes energy consumption, potentially reducing monthly electricity bills by 15%-25% [4] - The "Building Brain" technology in commercial buildings has saved 4.5 billion kilowatt-hours of electricity and reduced CO2 emissions by approximately 4 million tons [4] - In industrial applications, Haier Smart Home employs CO₂ refrigerants for low-carbon transformation, achieving significant energy savings [4] Group 5: Globalization and Collaboration - The company's green strategy reflects its globalization efforts, integrating local resources for green technology advancements [6] - In Australia and New Zealand, the company aims to reduce carbon emissions per appliance by 50% by 2030 and 90% by 2050 [6] - Haier Smart Home initiated a global carbon neutrality initiative, calling for collaboration across the industry and supply chain to achieve sustainability [6]

本报讯 （记者刘钊）在践行ESG的道路上，海尔智家（600690）又有新成果。12月23日，以"智绘零碳 未来 共赴绿色新程"为主题的海尔智家碳中和战略发布会在青岛举行。现场，海尔智家发布了碳中和白 皮书，承诺不晚于2050年实现全球运营碳中和，并在全球范围内100%使用可再生能源。这是中国家电 头部企业中，首个明确全球运营边界的碳中和承诺。 海尔智家董事长兼总裁李华刚在发布会上表示："当前，气候变化正重塑着人类的生活环境。面对这个 时代命题，我们将可持续发展作为企业经营的核心理念，并通过构建全链路绿色低碳生态体系，推动企 业的高质量发展。" 在构建全链路绿色低碳生态体系上，"场景"是海尔智家绿色化战略的载体。目前，海尔智家实现了从智 慧家庭场景到商用办公场景，再到工业场景的绿色全覆盖。 其中，在智慧家庭场景，海尔智家构建了"垂域深耕+通用协同"的UHome智慧家庭大模型，可以借助传 感器实时感知人员动线、设备状态与环境参数，并通过智家大脑的分析决策，在客厅、厨房、卧室等空 间自适应调节温湿度、光照与能耗。如空调在舒适区间无人操作时自动节能，能耗减少约20%；冰箱精 准匹配用户使用习惯，凌晨自动降频，能耗减少 ...

新浪科技讯 12月23日下午消息，海尔智家今日发布碳中和白皮书，承诺不晚于2050年实现全球运营碳 中和，并在全球范围内100%使用可再生能源。海尔智家董事长兼总裁李华刚表示："当前，气候变化正 重塑着人类的生活环境。面对这个时代命题，我们将可持续发展作为企业经营的核心理念，并通过构建 全链路绿色低碳生态体系，推动企业的高质量发展。" 在构建全链路绿色低碳生态体系上，"场景"是海尔智家绿色化战略的载体。据悉，目前海尔智家实现了 从智慧家庭场景到商用办公场景，再到工业场景的绿色全覆盖。 在智慧家庭场景，海尔智家构建了"垂域深耕+通用协同"的UHome智慧家庭大模型，可以借助传感器实 时感知人员动线、设备状态与环境参数，并通过智家大脑的分析决策，在客厅、厨房、卧室等空间自适 应调节温湿度、光照与能耗。如空调在舒适区间无人操作时自动节能，能耗减少约20%；冰箱精准匹配 用户使用习惯，凌晨自动降频，能耗减少约10%。 在智慧楼宇场景，海尔智家自主研发的"楼宇大脑"，能结合建筑耗能情况与外部天气变化，实现能源自 主分配调节。仅磁悬浮空调方案，已累计节能45亿度电，减少二氧化碳排放约400万吨，相当于种下 2.18亿棵树 ...

在践行ESG的道路上，海尔智家又有新成果。12月23日，以"智绘零碳未来 共赴绿色新程"为主题的海尔智家碳中和战略发布会在青岛举行。现场，海尔智 家发布了碳中和白皮书，承诺不晚于2050年实现全球运营碳中和，并在全球范围内100%使用可再生能源。这是中国家电头部企业中，首个明确全球运营边 界的碳中和承诺。 海尔智家董事长兼总裁李华刚在发布会上表示："当前，气候变化正重塑着人类的生活环境。面对这个时代命题，我们将可持续发展作为企业经营的核心理 念，并通过构建全链路绿色低碳生态体系，推动企业的高质量发展。" 在构建全链路绿色低碳生态体系上，"场景"是海尔智家绿色化战略的载体。目前，海尔智家实现了从智慧家庭场景到商用办公场景，再到工业场景的绿色全 覆盖。 其中，在智慧家庭场景，海尔智家构建了"垂域深耕+通用协同"的UHome智慧家庭大模型，可以借助传感器实时感知人员动线、设备状态与环境参数，并通 过智家大脑的分析决策，在客厅、厨房、卧室等空间自适应调节温湿度、光照与能耗。如空调在舒适区间无人操作时自动节能，能耗减少约20%；冰箱精准 匹配用户使用习惯，凌晨自动降频，能耗减少约10%；热水器记忆洗澡时段精准加热，避免 ...

经济观察网在践行ESG的道路上，海尔智家（600690）又有新成果。12月23日，以"智绘零碳未来共赴 绿色新程"为主题的海尔智家碳中和战略发布会在青岛举行。现场，海尔智家发布了碳中和白皮书，承 诺不晚于2050年实现全球运营碳中和，并在全球范围内100%使用可再生能源。这是中国家电头部企业 中，首个明确全球运营边界的碳中和承诺。 "智能"是海尔智家绿色化战略的引擎。海尔智家将人工智能技术与绿色运营、产品创新、智慧解决方案 实现了深度融合。 国际能源署(IEA)数据显示，家电产品用电量已占全球总电力消耗的20%以上。这不仅是一个数字，更 是一个信号，提醒我们家庭中的能源使用，关乎全球脱碳进程。 因此，在产品创新时，海尔智家就将AI技术深度融入产品核心架构，旨在为全球用户提供节能又好用 的爆款产品。 海尔智家董事长兼总裁李华刚在发布会上表示："当前，气候变化正重塑着人类的生活环境。面对这个 时代命题，我们将可持续发展作为企业经营的核心理念，并通过构建全链路绿色低碳生态体系，推动企 业的高质量发展。" 在构建全链路绿色低碳生态体系上，"场景"是海尔智家绿色化战略的载体。目前，海尔智家实现了从智 慧家庭场景到商用办 ...

Core Insights - Haier's Mairang refrigerator has achieved sales of over 700,000 units in less than 9 months in China, with a growth rate exceeding 50% [1] - The Mairang refrigerator has successfully entered the Vietnamese market, following its expansion into Thailand, Malaysia, and the Philippines [1] - Haier's refrigerator has become the number one brand in market share in Vietnam and the fastest-growing brand in the region [1] Product Features - The Mairang refrigerator features a multi-door design for categorized storage, HCS humidity control technology, and ABT Pro sterilization function, catering to local consumer needs for fresh and safe food storage [1] - It includes Smart Ice technology for quick ice production and an open beverage space that accommodates 95% of common beverage sizes, aligning with local preferences for cold drinks [1] - The refrigerator's ultra-thin 594mm design and color options of cream white and sunshine gold appeal to quality-conscious consumers in upscale apartment living [1] Market Performance - Haier's AQUA brand in Vietnam has launched the TM700 series refrigerator, equipped with dual water dispensers and dual ice-making modules, addressing diverse cold drink needs [1] - The Mairang refrigerator's launch has led to its presence in over 100 core stores nationwide, allowing customers to experience and order the product directly [1] - By H1 2025, Haier is expected to maintain the top market share in Southeast Asia for refrigerators, with large refrigerator sales increasing by over 50% [2]

Core Viewpoint - Haier Smart Home collaborates with Tmall Super National Supplement Day to create a promotional event named "Champion Home, Most 'Home' Stadium," enhancing the connection between football fans and home appliances through engaging experiences and substantial benefits [1][5]. Group 1: Marketing Strategy - The campaign features large-scale advertisements in key urban transit hubs, showcasing partnerships with Liverpool and Paris Saint-Germain, effectively merging football passion with Haier's innovative home appliance designs [1][2]. - A luxury bus, designed as a mobile "fan home," tours popular attractions in Changsha, displaying Haier's champion products alongside football memorabilia, creating an immersive experience for fans [2]. Group 2: Product Promotion - The live-streaming event, hosted by renowned commentator Liu Jianhong, highlights Haier's product lineup, drawing parallels between the appliances and football team roles, emphasizing their technological advantages [3][4]. - Specific products like the Haier Mairang refrigerator and air conditioner are showcased for their advanced features, achieving top sales rankings on Tmall during the promotional period [3][4]. Group 3: Customer Engagement - The event offers various user benefits, including signed memorabilia and a grand prize of a trip to Europe for a football match, incentivizing purchases over 5000 yuan [4]. - Haier aims to provide a multi-faceted experience that integrates urban marketing, product engagement, and exclusive rewards, reinforcing its position as a leading partner for over 300 million Chinese households [5].

Core Viewpoint - Haier Smart Home has been consistently recommended as a "gold stock" by various brokerages due to its strong performance and strategic initiatives in both domestic and international markets [1][2]. Domestic Performance - Haier Smart Home has undergone a comprehensive digital transformation across its R&D, manufacturing, marketing, and logistics, leading to improved operational efficiency [1]. - The company has established an efficient product incubation platform, resulting in a 15.6% increase in SKU efficiency in the first three quarters [1]. Inventory Management - The implementation of a more agile and efficient operational system has enhanced overall operational efficiency, with 74% of products reaching customers directly from county-level specialty stores in the first three quarters [2]. International Growth - Haier Smart Home's overseas market revenue grew by 10.5% year-on-year in the first three quarters, with significant growth in various regions: over 25% in South Asia, over 15% in Southeast Asia, and over 60% in the Middle East and Africa [2]. - The company has maintained stable operations in North America and steadily increased its market share in Europe [2]. Strategic Resilience - Haier Smart Home's robust performance and clear strategic direction demonstrate its operational resilience in navigating the complexities of the global market, contributing to its favorable outlook among brokerages [2].

Core Viewpoint - The global home appliance industry is facing significant challenges due to intensified competition domestically and increasing external uncertainties, yet Haier Smart Home has reported better-than-expected financial results for the first three quarters of 2025, achieving a revenue of 234.05 billion yuan, a year-on-year increase of 10% [1][3]. Group 1: Business Performance - Haier Smart Home's revenue for the first three quarters of 2025 reached 234.05 billion yuan, reflecting a 10% year-on-year growth [1]. - The company has demonstrated strong operational resilience, attributed to three major transformations: enhancing product competitiveness, advancing AI and digital transformation, and optimizing operational efficiency [3][5]. Group 2: Product Strategy - The company has focused on creating popular products and suite offerings, achieving the top market share in China through multi-brand collaboration to meet diverse consumer needs [3]. - The "Lazy Washing" series has sold over 200,000 units, ranking first in the three-tub washing machine category, while the "Haier Mairang" refrigerator has also seen significant sales growth [5]. Group 3: Digital Transformation - Haier Smart Home has continued to push its digital transformation strategy, optimizing its cost structure by 0.2 percentage points in the first three quarters of 2025 [5][7]. - The company has implemented a digital inventory model, enhancing operational efficiency across the entire process, with direct delivery orders to users increasing to 74% by the end of September [5]. Group 4: International Expansion - Despite challenges such as high inflation and weak demand in developed countries, Haier Smart Home's overseas revenue grew by 10.5%, with notable growth in South Asia (over 25%) and Southeast Asia (over 15%) [7]. - The company has focused on localization in its global operations, launching energy-efficient products that exceed local standards and enhancing service responsiveness through a comprehensive network [7].

Core Insights - Haier Smart Home Co., Ltd. reported a strong performance for the first three quarters of 2025, achieving a revenue of 234.05 billion yuan, a year-on-year increase of 10%, and a net profit of 17.37 billion yuan, up 14.7%, marking a historical high [1] - The company attributes its success to three major transformations: enhancing the competitiveness of popular and suite products, advancing AI and digital transformation, and focusing on localized operations to upgrade its global operational system [1] Group 1: Product Strategy - Haier Smart Home has secured the top domestic market share by strengthening the competitiveness of popular products and enhancing suite offerings, resulting in a 9.5% revenue growth in the Chinese market for the first three quarters [2] - The company’s popular product series, such as the Lazy Washing Series, achieved sales of over 200,000 units, making it the top-selling model in its category, while the Leader brand saw revenue growth exceeding 25% [2][3] - Suite products like Casarte and Haier's offerings have significantly contributed to revenue, with Casarte suite sales accounting for 36% and Haier suite sales for 15% of total revenue [3] Group 2: Digital Transformation - The steady growth in performance is supported by ongoing digital transformation strategies across all processes, including R&D, manufacturing, supply chain, marketing, logistics, and services [5] - The company has improved operational efficiency by implementing a digital inventory model, with direct delivery orders to customers increasing to 74% [5] - Haier Smart Home has enhanced its digital marketing capabilities, resulting in a 17% year-on-year increase in its A3 user base and a 13% improvement in marketing ROI [5] Group 3: Global Operations - Despite challenges in developed markets, Haier Smart Home's overseas revenue grew by 10.5%, with stable operations in North America and expanding market share in Europe [6][7] - The company focuses on localized product development, launching energy-efficient appliances that exceed local standards, such as refrigerators and washing machines in Europe [7] - Haier Smart Home is enhancing its service and supply chain networks to improve local market responsiveness and customer experience, including the establishment of a major manufacturing base in Thailand [7]