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嘟另
03-31
中美两大市场都转弱，家电企业其实都差不多受影响
里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱
嘟另
03-28
感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？
海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划
嘟另
2025-12-25
说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了
海尔智家印度子公司49%股权拟出售
嘟另
2025-12-25
自己留49%，再找俩大佬各分一点，这股权结构设计得真妙
彭博社：海尔智家宣布出售印度业务49%股份
嘟另
2025-12-20
国内竞争太激烈了，出去闯闯确实是条路
海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击
去老虎APP查看更多动态
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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 16:03 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1420363.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420363.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20260327/20260327160416_15625.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"600690":"海尔智家","06690":"海尔智家"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622846205","content_text":"智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。期内，中国市场收入同比跌15%，主要因以旧换新政策令需求提前于前几季释放；美国销售大致持平，但由于市场疲弱，公司未能将成本上升(包括关税)转嫁消费者，导致利润率显著下跌。","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547571678627088,"gmtCreate":1774707977583,"gmtModify":1774709529849,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","listText":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","text":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547571678627088","repostId":"2622662897","repostType":2,"repost":{"id":"2622662897","kind":"live","pubTimestamp":1774567428,"share":"https://www.laohu8.com/m/news/2622662897?lang=zh_CN&edition=full","pubTime":"2026-03-27 07:23","market":"hk","language":"zh","title":"海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2622662897","media":"智通财经","summary":"【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经","content":"<html><body><div>\n<div>\n<b>【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】</b>智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此进一步完善公司治理结构，构建管理团队持股的长期激励与约束机制，确保公司长期经营目标的实现，推动全体股东的利益一致与收益共享，提升公司整体价值。本次拟回购金额不超过人民币60亿元(含)且不低于30亿元(含)，回购价格上限35元╱股。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622662897","content_text":"【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此进一步完善公司治理结构，构建管理团队持股的长期激励与约束机制，确保公司长期经营目标的实现，推动全体股东的利益一致与收益共享，提升公司整体价值。本次拟回购金额不超过人民币60亿元(含)且不低于30亿元(含)，回购价格上限35元╱股。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514376625161272,"gmtCreate":1766610599593,"gmtModify":1766611708451,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","listText":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","text":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514376625161272","repostId":"2593475924","repostType":2,"repost":{"id":"2593475924","kind":"live","pubTimestamp":1766570253,"share":"https://www.laohu8.com/m/news/2593475924?lang=zh_CN&edition=full","pubTime":"2025-12-24 17:57","market":"hk","language":"zh","title":"海尔智家印度子公司49%股权拟出售","url":"https://stock-news.laohu8.com/highlight/detail?id=2593475924","media":"格隆汇","summary":"海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司","content":"<html><body><p>海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家印度子公司49%股权拟出售</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海尔智家印度子公司49%股权拟出售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 17:57 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2593475924","content_text":"海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514375523770376,"gmtCreate":1766610412404,"gmtModify":1766611701905,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","listText":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","text":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514375523770376","repostId":"2593476611","repostType":2,"repost":{"id":"2593476611","kind":"news","pubTimestamp":1766571337,"share":"https://www.laohu8.com/m/news/2593476611?lang=zh_CN&edition=full","pubTime":"2025-12-24 18:15","market":"hk","language":"zh","title":"彭博社：海尔智家宣布出售印度业务49%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2593476611","media":"凤凰网科技","summary":"海尔凤凰网科技讯 北京时间12月24日，据彭博社报道，家电制造商海尔智家已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。此次交易的财务条款尚未披露。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><a href=\"https://laohu8.com/S/06690\">海尔</a></p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间12月24日，据彭博社报道，家电制造商<a href=\"https://laohu8.com/S/600690\">海尔智家</a>已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司<a href=\"https://laohu8.com/S/300074\">华平</a>投资。</p><p>三家公司在周三发布的联合声明中表示，<strong>海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。</strong>声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。</p><p>此次交易的财务条款尚未披露。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彭博社：海尔智家宣布出售印度业务49%股份</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彭博社：海尔智家宣布出售印度业务49%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 18:15 北京时间 <a href=https://tech.ifeng.com/c/8pLjtDombv1><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海尔凤凰网科技讯 北京时间12月24日，据彭博社报道，家电制造商海尔智家已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made...</p>\n\n<a href=\"https://tech.ifeng.com/c/8pLjtDombv1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600690":"海尔智家","BK1607":"新IT概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK0196":"行业龙头","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK0026":"智能家居","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0224":"电气机械","SGXZ49509284.SGD":"United China A Shares 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ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0187":"一线龙头","BK0028":"国家队","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0201":"可转债","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE0008368742.USD":"首域中国增长基金I Acc","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0205439572.USD":"富达亚太股息基金"},"source_url":"https://tech.ifeng.com/c/8pLjtDombv1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593476611","content_text":"海尔凤凰网科技讯 北京时间12月24日，据彭博社报道，家电制造商海尔智家已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。此次交易的财务条款尚未披露。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512877335023872,"gmtCreate":1766241151675,"gmtModify":1766282820085,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"国内竞争太激烈了，出去闯闯确实是条路","listText":"国内竞争太激烈了，出去闯闯确实是条路","text":"国内竞争太激烈了，出去闯闯确实是条路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512877335023872","repostId":"2592156377","repostType":2,"repost":{"id":"2592156377","kind":"news","pubTimestamp":1766128560,"share":"https://www.laohu8.com/m/news/2592156377?lang=zh_CN&edition=full","pubTime":"2025-12-19 15:16","market":"fut","language":"zh","title":"海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2592156377","media":"睿见Economy","summary":" 第七届“ 中国造隐形冠军”长青恳谈会于12 月18日-19 日在北京举行，主题为金融强国与隐形冠军强链。海尔智家股份有限公司副总裁、全球采购总经理李洋出席并演讲。 李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”","content":"<html><body><div>\n<p> 专题：第七届“中国造隐形冠军”<a href=\"https://laohu8.com/S/001324\">长青</a>恳谈会</p>\n<div></div>\n<p> 第七届“ 中国造隐形冠军”<a href=\"https://laohu8.com/S/002616\">长青</a>恳谈会于12 月18日-19 日在北京举行，主题为金融强国与隐形冠军强链。<span><a href=\"https://laohu8.com/S/600690\">海尔智家</a></span><span></span>股份有限公司副总裁、全球采购总经理李洋出席并演讲。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/116/w550h366/20251219/ea06-79f96a0e9b2a5a24819399d5e43a0ed0.jpg\"/><span></span></div>\n<p> 李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”</p>\n<p> 李洋表示，因此，<a href=\"https://laohu8.com/S/06690\">海尔智家</a>对伙伴提出了三个30%的目标要求：第一个30%，针对愿意跟着海尔一起出海的伙伴，给予30%的订单支持；第二个30%，在海外市场承诺每年的增幅不低于30%；第三个30%，希望与其他生态合作伙伴一起共创。如果有新方案，海尔愿意拿出30%的增值与伙伴分享。</p>\n<p><span> 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600690":"海尔智家","BK0026":"智能家居","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","06690":"海尔智家","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","BK0224":"电气机械","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) 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李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”\n 李洋表示，因此，海尔智家对伙伴提出了三个30%的目标要求：第一个30%，针对愿意跟着海尔一起出海的伙伴，给予30%的订单支持；第二个30%，在海外市场承诺每年的增幅不低于30%；第三个30%，希望与其他生态合作伙伴一起共创。如果有新方案，海尔愿意拿出30%的增值与伙伴分享。\n 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":514376625161272,"gmtCreate":1766610599593,"gmtModify":1766611708451,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","listText":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","text":"说实话华平投资参与后，海尔智家在印度的资本结构其实更合理了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514376625161272","repostId":"2593475924","repostType":2,"repost":{"id":"2593475924","kind":"live","pubTimestamp":1766570253,"share":"https://www.laohu8.com/m/news/2593475924?lang=zh_CN&edition=full","pubTime":"2025-12-24 17:57","market":"hk","language":"zh","title":"海尔智家印度子公司49%股权拟出售","url":"https://stock-news.laohu8.com/highlight/detail?id=2593475924","media":"格隆汇","summary":"海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司","content":"<html><body><p>海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家印度子公司49%股权拟出售</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海尔智家印度子公司49%股权拟出售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 17:57 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2593475924","content_text":"海尔智家旗下全资子公司海尔印度拟进行股权结构优化，海尔智家向印度巴蒂集团及美国华平投资合计转让海尔印度49%股权。交易完成后，海尔智家仍持有49%股权，剩余2%股权纳入当地管理团队中长期激励计划，公司仍保持海尔印度最大单一股东地位，对核心经营的主导权未发生变化。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514375523770376,"gmtCreate":1766610412404,"gmtModify":1766611701905,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","listText":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","text":"自己留49%，再找俩大佬各分一点，这股权结构设计得真妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514375523770376","repostId":"2593476611","repostType":2,"repost":{"id":"2593476611","kind":"news","pubTimestamp":1766571337,"share":"https://www.laohu8.com/m/news/2593476611?lang=zh_CN&edition=full","pubTime":"2025-12-24 18:15","market":"hk","language":"zh","title":"彭博社：海尔智家宣布出售印度业务49%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2593476611","media":"凤凰网科技","summary":"海尔凤凰网科技讯 北京时间12月24日，据彭博社报道，家电制造商海尔智家已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。此次交易的财务条款尚未披露。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><a href=\"https://laohu8.com/S/06690\">海尔</a></p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间12月24日，据彭博社报道，家电制造商<a href=\"https://laohu8.com/S/600690\">海尔智家</a>已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司<a href=\"https://laohu8.com/S/300074\">华平</a>投资。</p><p>三家公司在周三发布的联合声明中表示，<strong>海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。</strong>声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。</p><p>此次交易的财务条款尚未披露。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>彭博社：海尔智家宣布出售印度业务49%股份</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n彭博社：海尔智家宣布出售印度业务49%股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 18:15 北京时间 <a href=https://tech.ifeng.com/c/8pLjtDombv1><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>海尔凤凰网科技讯 北京时间12月24日，据彭博社报道，家电制造商海尔智家已同意将其印度业务49%的股份出售给印度巴帝企业(Bharti Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made...</p>\n\n<a href=\"https://tech.ifeng.com/c/8pLjtDombv1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600690":"海尔智家","BK1607":"新IT概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK0196":"行业龙头","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK0026":"智能家居","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0224":"电气机械","SGXZ49509284.SGD":"United China A Shares 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Enterprises)和美国私募股权公司华平投资。三家公司在周三发布的联合声明中表示，海尔将保留49%的股份，其余股份将由印度当地的管理团队持有。声明称，该协议将通过深化本地采购，扩大制造产能与创新，并加快市场拓展，进一步强化海尔“印度制造、服务印度”(Made in India, for India)的战略。此次交易的财务条款尚未披露。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548539252199704,"gmtCreate":1774944290803,"gmtModify":1774944293503,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"中美两大市场都转弱，家电企业其实都差不多受影响","listText":"中美两大市场都转弱，家电企业其实都差不多受影响","text":"中美两大市场都转弱，家电企业其实都差不多受影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548539252199704","repostId":"2622846205","repostType":2,"repost":{"id":"2622846205","kind":"highlight","pubTimestamp":1774598631,"share":"https://www.laohu8.com/m/news/2622846205?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:03","market":"fut","language":"zh","title":"里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2622846205","media":"智通财经网","summary":"海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。","content":"<html><body><div> <p>智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将<a href=\"https://laohu8.com/S/600690\">海尔智家</a>(06690)今明两年净利润预测下调25%及21%，<a href=\"https://laohu8.com/S/06690\">海尔智家</a>(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。</p><p>海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。期内，中国市场收入同比跌15%，主要因以旧换新政策令需求提前于前几季释放；美国销售大致持平，但由于市场疲弱，公司未能将成本上升(包括关税)转嫁消费者，导致利润率显著下跌。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n里昂：降海尔智家(06690)目标价至25港元 中国及美国市场表现双双转弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 16:03 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1420363.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420363.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20260327/20260327160416_15625.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"600690":"海尔智家","06690":"海尔智家"},"source_url":"http://www.zhitongcaijing.com/content/detail/1420363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622846205","content_text":"智通财经APP获悉，里昂发布研报称，考虑到中国及美国需求转弱，将海尔智家(06690)今明两年净利润预测下调25%及21%，海尔智家(600690.SH)A股目标价由34元人民币下调至28元人民币；H股目标价从32港元下调至25港元。仍然看好海尔的高端定位，但认为公司需要走出上述两个国家的周期低谷才能实现其价值；维持“跑赢大市”评级。海尔智家去年第四季收入同比跌7%至680亿元人民币(下同)，净利润跌39%至22亿元，同逊该行预期。期内，中国市场收入同比跌15%，主要因以旧换新政策令需求提前于前几季释放；美国销售大致持平，但由于市场疲弱，公司未能将成本上升(包括关税)转嫁消费者，导致利润率显著下跌。","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547571678627088,"gmtCreate":1774707977583,"gmtModify":1774709529849,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","listText":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","text":"感觉海尔智家最近动作频频，是不是要搞什么大动作了？先回购预热一下？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547571678627088","repostId":"2622662897","repostType":2,"repost":{"id":"2622662897","kind":"live","pubTimestamp":1774567428,"share":"https://www.laohu8.com/m/news/2622662897?lang=zh_CN&edition=full","pubTime":"2026-03-27 07:23","market":"hk","language":"zh","title":"海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2622662897","media":"智通财经","summary":"【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经","content":"<html><body><div>\n<div>\n<b>【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】</b>智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此进一步完善公司治理结构，构建管理团队持股的长期激励与约束机制，确保公司长期经营目标的实现，推动全体股东的利益一致与收益共享，提升公司整体价值。本次拟回购金额不超过人民币60亿元(含)且不低于30亿元(含)，回购价格上限35元╱股。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 07:23 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2622662897","content_text":"【海尔智家(06690.HK)拟回购30亿-60亿元的A股用于实施公司员工持股计划】智通财经APP讯，海尔智家(06690.HK)公布，基于对公司未来发展前景的信心和对公司价值的高度认可，并结合公司经营情况、主营业务发展前景、公司财务状况以及未来的盈利能力等因素，公司拟使用自有资金和╱或自筹资金(含股票回购专项贷款资金等)以集中竞价交易方式回购部分A股社会公众股股份，用于实施公司员工持股计划，以此进一步完善公司治理结构，构建管理团队持股的长期激励与约束机制，确保公司长期经营目标的实现，推动全体股东的利益一致与收益共享，提升公司整体价值。本次拟回购金额不超过人民币60亿元(含)且不低于30亿元(含)，回购价格上限35元╱股。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512877335023872,"gmtCreate":1766241151675,"gmtModify":1766282820085,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225018417992320","idStr":"4225018417992320"},"themes":[],"title":"","htmlText":"国内竞争太激烈了，出去闯闯确实是条路","listText":"国内竞争太激烈了，出去闯闯确实是条路","text":"国内竞争太激烈了，出去闯闯确实是条路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512877335023872","repostId":"2592156377","repostType":2,"repost":{"id":"2592156377","kind":"news","pubTimestamp":1766128560,"share":"https://www.laohu8.com/m/news/2592156377?lang=zh_CN&edition=full","pubTime":"2025-12-19 15:16","market":"fut","language":"zh","title":"海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2592156377","media":"睿见Economy","summary":" 第七届“ 中国造隐形冠军”长青恳谈会于12 月18日-19 日在北京举行，主题为金融强国与隐形冠军强链。海尔智家股份有限公司副总裁、全球采购总经理李洋出席并演讲。 李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”","content":"<html><body><div>\n<p> 专题：第七届“中国造隐形冠军”<a href=\"https://laohu8.com/S/001324\">长青</a>恳谈会</p>\n<div></div>\n<p> 第七届“ 中国造隐形冠军”<a href=\"https://laohu8.com/S/002616\">长青</a>恳谈会于12 月18日-19 日在北京举行，主题为金融强国与隐形冠军强链。<span><a href=\"https://laohu8.com/S/600690\">海尔智家</a></span><span></span>股份有限公司副总裁、全球采购总经理李洋出席并演讲。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/116/w550h366/20251219/ea06-79f96a0e9b2a5a24819399d5e43a0ed0.jpg\"/><span></span></div>\n<p> 李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”</p>\n<p> 李洋表示，因此，<a href=\"https://laohu8.com/S/06690\">海尔智家</a>对伙伴提出了三个30%的目标要求：第一个30%，针对愿意跟着海尔一起出海的伙伴，给予30%的订单支持；第二个30%，在海外市场承诺每年的增幅不低于30%；第三个30%，希望与其他生态合作伙伴一起共创。如果有新方案，海尔愿意拿出30%的增值与伙伴分享。</p>\n<p><span> 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。</span></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王翔 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600690":"海尔智家","BK0026":"智能家居","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","06690":"海尔智家","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","BK0224":"电气机械","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) 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李洋指出，目前是中国企业出海最好的机遇。“我们在东南亚，如泰国、越南，甚至在很多国家，都看到大批中国企业出海。只要在国内有竞争力的企业，出海后基本上都是降维打击。做过海外生意的都能体会到这一点。所以，现在是最好的机遇。”\n 李洋表示，因此，海尔智家对伙伴提出了三个30%的目标要求：第一个30%，针对愿意跟着海尔一起出海的伙伴，给予30%的订单支持；第二个30%，在海外市场承诺每年的增幅不低于30%；第三个30%，希望与其他生态合作伙伴一起共创。如果有新方案，海尔愿意拿出30%的增值与伙伴分享。\n 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王翔","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
