Research Reports Gold Digging丨Tianfeng: Maintain HAIER SMARTHOME 'Buy' rating, overseas Emerging Markets have growth momentum.

On March 21, Gelonghui reported that Tianfeng's Research Reports pointed out that HAIER SMARTHOME (600690.SH), as a global leading home appliance brand, insists on digital transformation and diversified brand layout domestically, while actively promoting organizational efficiency and optimizing the supply chain & production efficiency overseas. In the short term, the domestic trade-in policy continues to drive momentum along with operational efficiency; the Emerging Markets abroad have growth momentum. In the medium to long term, the company continues to enhance its core module manufacturing capabilities to increase the self-sufficiency ratio of components, with overseas mergers and acquisitions and capacity expansion advancing simultaneously. The enhancement of AI technology is expected to continuously improve global comprehensive competitiveness. It is estimated for 2024-2026.

Gelonghui Finance14:26 · Ratings

HAIER SMARTHOME (600690): AI Technology intensifies, Global layout deepens.

Event: On March 19, HAIER SMARTHOME held an ecological conference at the Shanghai World Expo Center themed "AI Life, Smart Homes for All," showcasing the latest achievements of the 10-year layout for smart homes and introducing the company's Global innovation and development path for the future.

Tianfeng12:02

HAIER SMARTHOME is racing ahead in the AI track.

Gradually achieving "unmanned household chores."

wallstreetcn11:41

Express News | Haier's CEO Zhou Yunjie returned to Weibo to respond to the unexpected popularity.

Breakings11:08

Express News | Xingdong Era has reached a partnership with HAIER SMARTHOME to jointly launch a home service robot.

BreakingsMar 20 15:08

HAIER SMARTHOME (600690): AI empowers multi-brand collaboration, providing continuous growth opportunities overseas.

This report introduction: The company is hosting the 2025 Ecology Conference, launching new AI products, and sharing domestic and international sales targets. Continuous product innovation leads the development of the white goods Industry; the overseas market Operation is stable, with a continuous increase in market share, providing long-term growth opportunities.

GTJAMar 20 14:27

Haier Group clearly stated that it will not manufacture cars, and the acquisition of Autohome focuses on automotive aftermarket services.

Gelonghui, March 19 | According to the Beijing News, at the media communication conference of Haier Group's AWE, Wang Meiyan, Chief Brand Officer of Haier Group, stated that Haier Group does not manufacture cars and is acquiring Autohome mainly to engage more in automotive aftermarket services. Wang Meiyan mentioned that Haier Group is focused on its main business and has laid out three major tracks: the first is smart living, the second is industrial Internet, and the third is health management.

Gelonghui FinanceMar 19 19:16

HAIER SMARTHOME (06690) released AI Eye: moving from "doing household chores for people" to "household chores without people".

On March 19, HAIER SMARTHOME (06690) held an ecological conference themed "AI Life, Intelligent Homes for All" at the Shanghai Expo Center.

Zhitong FinanceMar 19 15:00

Express News | HAIER SMARTHOME launches the "AI Eye" series of products, moving towards "unmanned household chores."

BreakingsMar 19 13:18

HAIER SMARTHOME (06690.HK): AI has become the core direction of research and development, and is actively laying out the field of household Machinery.

According to reports from domestic media, Shu Hai, Vice President of HAIER SMARTHOME (06690.HK)(600690.SH) and General Manager of the Global R&D platform, announced at the "HAIER SMARTHOME 2025 Ecological Conference" that, based on a solid foundation of home appliance Technology and adhering to the principle of democratizing AI Technology, artificial intelligence (AI) has become the core strategic direction of the company's R&D. Shu Hai also revealed that HAIER SMARTHOME is actively laying out the field of home Machinery robots and will report related progress to the public when the time is right.

AASTOCKSMar 19 12:44

Express News | Global R&D executives preview HAIER SMARTHOME's "AI Strategy", focusing on home robots.

BreakingsMar 19 10:37

Express News | Haier Group and Zhenjiang Dongfang Electric Heating Technology established a Technology company in Qingdao with a registered capital of 40 million.

BreakingsMar 19 10:32

Express News | The Chairman of HAIER SMARTHOME seemingly responds to the "mandatory double weekends": We have been named one of Forbes' Global Best Employers for eight consecutive years.

BreakingsMar 19 10:17

Hang Seng TECH Index VS Nasdaq Index, several subsequent questions.

The narrative of "the East rising and the West falling" has been unfolding since the beginning of the year, with the differentiation of Chinese and American Technology stocks exceeding previous market expectations. Can the Chinese Technology Sector, represented by Hengkang, break out of a similar one-sided market trend as the Nasdaq over the past few years?

CSC ResearchMar 19 08:40

[Brokerage Focus] Morgan Stanley expects that ahead of the earnings season, investors will refocus on White Appliances.

Jinwu Financial News | Morgan Stanley published a report stating that the firm conducted a promotional tour in China from March 10 to 14 in Shanghai, Peking, Guangzhou, and Shenzhen. The main conclusions are as follows: (1) Mainland investors are becoming more optimistic due to signs of a consumer recovery, such as second-hand housing sales in first-tier cities performing better than expected and prices remaining stable, as well as attractive valuations in certain sub-industries; (2) "New consumption" is more favored by investors, including IP retail, jewelry, and freshly made beverages, which receive stronger attention compared to "old consumption" (such as home appliances, Furniture, and sportswear); (3) Positioning: Various types of investors are interested in recently listed.

Jinwu Financial NewsMar 18 13:47

The technology index has surged nearly 3%! Baidu's open-source large model and Tencent's chip purchases have ignited the Hong Kong stock market's technology stocks. Will the AI craze continue?

Recent policies continue to release bullish signals. The government work report clearly states the "AI+" action, supporting the widespread application of large models; the State Council Research Office also specifically mentions companies like DeepSeek, acknowledging their breakthroughs in the AI field.

cls.cnMar 18 12:45

"Morgans" expects that ahead of the season's results, investors will refocus on White Appliances and hold an optimistic view of the Sportswear Industry.

Morgan Stanley released a report indicating that from March 10 to 14, a marketing tour was conducted in China, covering Shanghai, Peking, Guangzhou, and Shenzhen. The main conclusions are as follows: (1) Mainland investors are becoming more optimistic due to signs of a consumer recovery, such as better-than-expected sales and stable prices in the resale housing market in first-tier cities, as well as attractive valuations in certain sub-industries; (2) 'New Consumer' sectors are favored by investors, including IP retail, jewelry, and freshly made beverages, attracting stronger interest compared to 'Old Consumer' sectors (such as home appliances, furniture, and sportswear); (3) Positioning: various types of investors are interested in the newly listed 'New Consumer' Stocks.

AASTOCKSMar 18 11:55

[Brokerage Focus] Jianyin International expects that leading domestic Consumer companies will benefit from Bullish policies and consumption trends.

Jinwu Financial News | Jianyin International Research Reports indicate that the "Special Action Plan to Boost Consumer Spending" proposes eight specific actions to support consumption, including raising the minimum wage, improving the operating environment, and strengthening policy support. The bank believes that promoting consumer growth is one of the key national tasks for 2025, and this action plan provides a clear direction for the Consumer Industry. By creating a favorable business environment and enhancing consumer confidence, various types of consumption are expected to be promoted. It is anticipated that this round of policies can successfully restore market confidence, which is Bullish for domestic Consumer Stocks. The bank pointed out that retail sales growth in January and February 2025 exceeded expectations.

Jingu Financial NewsMar 18 11:27 · Ratings

From the China Seven Sisters to the Technology Ten Giants, why is it always the Hong Kong Stock Exchange Technology Sector?

When investing in Technology, the focus is not just on the technology itself, but on how the technology changes the market and human behavior.

Zhitong FinanceMar 18 10:51

Major bank rating | Daiwa Capital Markets: Maintain "Shareholding" rating for China Consumer Sector, Bullish on Anta, MINISO and Yili, among others.

Dahua Jixian published a Research Report stating that the State Council issued the "Special Action Plan to Boost Consumer Spending" last Sunday, aiming to enhance consumer capacity by increasing income and reducing financial burdens, generating effective demand through high-quality supply, and improving the consumption environment to strengthen consumers' willingness to spend. The report indicated that within the China Consumer Sector, there is a bullish outlook on ANTA, CHINA RES BEER, GALAXY ENT, HAIER SMARTHOME, Mengniu, Midea, MINISO, and Inner Mongolia Yili Industrial Group, and the firm maintains a "Shareholding" rating for the China Consumer Sector.

Gelonghui FinanceMar 18 10:44 · Ratings