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 ...

Core Viewpoint - Haier Smart Home has made significant progress in its ESG initiatives by committing to achieve global carbon neutrality by 2050 and using 100% renewable energy globally, marking it as the first major Chinese home appliance company to set such a clear carbon neutrality goal [1][3]. Group 1: Carbon Neutrality Commitment - The company announced its carbon neutrality strategy at a conference themed "Smartly Drawing a Zero-Carbon Future" [1]. - Haier Smart Home's commitment includes a detailed carbon neutrality white paper outlining its plans [1]. Group 2: Sustainable Development Philosophy - Chairman and President Li Huagang emphasized sustainable development as the core business philosophy, aiming for high-quality growth through a comprehensive green low-carbon ecosystem [3]. - The company is focusing on creating a "scene" as a carrier for its green strategy, achieving full coverage from smart home scenarios to commercial and industrial applications [3]. Group 3: Energy Efficiency Innovations - In smart home scenarios, Haier has developed the UHome smart home model, which optimizes energy consumption, achieving a 20% reduction in air conditioning energy use and a 10% reduction in refrigerator energy use [3][5]. - The "Building Brain" technology in smart buildings has saved 4.5 billion kWh of electricity, reducing CO2 emissions by approximately 4 million tons [3]. Group 4: Product Innovations - Haier's innovative products include the "Lazy Three-Tub Washing Machine," which saves over 50% time and has sold over 300,000 units [7]. - The X11 washing machine, which is 70% more energy-efficient than the new European standard, has sold over 800,000 units across 20 countries [7]. Group 5: Globalization Strategy - Haier's globalization strategy allows it to implement its green initiatives across over 200 countries, facilitating rapid deployment of its carbon neutrality strategy [10]. - The company initiated a global carbon neutrality initiative, calling for collaboration across the industry to achieve sustainability goals [10]. Group 6: Comprehensive Green Manufacturing - Haier has established "zero-carbon parks" and numerous "lighthouse factories," prioritizing renewable energy in production processes [8]. - The "Smart Home Green Carbon System" enables detailed management of production execution, energy scheduling, and carbon emission management [8]. Group 7: Response to Global Challenges - Haier's proactive ESG actions are addressing global energy and climate challenges, laying a solid foundation for its sustainable development and providing a pathway for the Chinese home appliance industry towards carbon neutrality [12].

Core Viewpoint - Haier Smart Home has made significant progress in its ESG (Environmental, Social, and Governance) initiatives, committing to achieve global carbon neutrality by 2050 and to use 100% renewable energy worldwide [1][3]. Group 1: Carbon Neutrality Commitment - Haier Smart Home held a carbon neutrality strategy conference, announcing its commitment to global carbon neutrality by 2050, making it the first major Chinese home appliance company to set a clear global operational boundary for this goal [1]. - The company aims to build a comprehensive green low-carbon ecosystem, integrating sustainability into its core business philosophy [3]. Group 2: Green Technology and Innovations - Haier Smart Home has developed a UHome smart home model that optimizes energy consumption through real-time sensing and decision-making, achieving energy savings of approximately 20% for air conditioning and 10% for refrigerators [3]. - In commercial buildings, the "Building Brain" technology has saved 4.5 billion kWh of electricity and reduced CO2 emissions by about 4 million tons, equivalent to planting 218 million trees [3]. - The company has introduced low-carbon technologies in industrial applications, such as the CO2 refrigerant technology, and has implemented energy-saving solutions in major projects like the National Speed Skating Oval [5]. Group 3: Product Innovations and Market Performance - Haier Smart Home integrates AI technology into its products to enhance energy efficiency, with innovations like the "Lazy Three-Tub Washing Machine" saving over 50% time and achieving sales of over 300,000 units [8]. - The Haier Mairang refrigerator, recognized for its energy-saving technology, sold 1 million units within three months of launch, consuming less than one kWh per day [8]. - In Europe, the X11 washing machine exceeds energy standards by 70%, achieving sales of over 800,000 units across 20 countries [8]. - The Combo large-capacity washing machine in the U.S. sold over 1 million units despite being priced three times higher than the industry average, demonstrating strong market demand [8]. Group 4: Sustainable Manufacturing Practices - Haier Smart Home prioritizes renewable clean energy in its production processes, having received "zero carbon park" certification for its industrial parks and operating the highest number of "lighthouse factories" in the industry [9]. - The company has established the "Smart Home Green Carbon System" for meticulous management of production execution, energy scheduling, and carbon emission management, ensuring that every production line contributes to green manufacturing [9].

Core Insights - The 2025 Fortune Global 500 list highlights the competitive landscape of the global home appliance industry, with a record 130 Chinese companies making the list, reflecting their revenue growth and strong profitability [1][5] - Haier Smart Home, which has been on the list for eight consecutive years, improved its ranking to 390th, up 17 places from the previous year, showcasing its global growth momentum [1][5] Group 1: Brand and Market Positioning - Haier Smart Home has established a global brand matrix that supports its market leadership by meeting diverse consumer needs across different regions [3] - In the domestic high-end market, Haier's premium brand Casarte holds a 70% market share, with a revenue increase of over 20% in the first quarter [3] - The company has achieved significant growth in both mature and emerging markets, with revenue increases of over 30% in South Asia, over 20% in Southeast Asia, and 50% in the Middle East and Africa in the first quarter of 2025 [3] Group 2: Innovation and Product Development - Haier Smart Home focuses on personalized innovation to meet diverse consumer demands, launching products like the Leader washing machine and the energy-efficient X11 washing machine tailored for different markets [6][4] - The company has integrated global resources to drive technological innovation and product iteration, positioning itself as a leader in smart home technology [6][7] Group 3: Supply Chain and Localization - Haier Smart Home has built a comprehensive global supply chain with 35 industrial parks and 163 manufacturing centers, allowing for rapid response to consumer needs and high-quality product output [8] - The company emphasizes localized production as a key strategy for market penetration, achieving over 80% local manufacturing in North America, which supports higher brand premiums and mitigates external risks [10] - In Southeast Asia, Haier has established 11 factories to localize production, leading to significant growth in core appliance categories despite overall market declines [10]

导 语：海尔智家Q1业绩的超预期表现，既是其全球化战略与用户思维的阶段性成果，也为家电行业的战局'升维'拉开序幕。 作为一个以自有品牌出海的中国家电品牌，海尔智家能让世界各地的用户都有满意的使用体验，难度不可谓不大。 比如在节能环保最严苛的欧洲，用户对于家电的选择会以环保节能为主。基于这样的用户需求，海尔智家推出的X11洗衣机，比欧洲A级能耗节能 60%。 在东南亚地区，用户的需求又有了明显的差异。由于当地气候炎热，空调几乎一年四季不停，因此节能省电成为用户的一大需求。海尔智家推出的 UV COOL VOICE系列空调，可以通过AI节能功能，实现电量可视化，为当地用户提供节能省电的解决方案。 而在中东非地区，气候炎热干燥，尤其是夏季，温度常常突破40度以上，甚至在一些极端情况下，温度可以达到50度。而大多数空调在高温下无法 正常运转，海尔智家推出的uvc变频空调就解决了这一难题。 全球用户的细分需求也正在被海尔智家挖掘。在沙特，用户戴头巾、着长袍的穿衣传统下，海尔智家研发出了具有大袍子洗程序的超大筒径洗衣 机；在泰国，"会洗澡"的空调解决了当地人的空调清洗难题等等。 4月29日，海尔智家发布了2025一季报。 ...