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08-28

今年家电行业整体都不太容易，海尔算很不错了

海尔智家Q2营收转正穿越周期显增长底气

08-27

对比同行，不少家电企业同样承压，属于行业共性

抱歉，原内容已删除

08-27

原材料价格涨成那样，还能赚百亿，够可以了

海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%

05-28

用户数开始增长了，这就是好事

异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑

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

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

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

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

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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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Q2营收转正 穿越周期显增长底气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608283858033516.html><strong>经济参考网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。　　公司业绩承压主要受外部环境影响。作为一家海外业务占比超50%的全球化企业，汇率波动导致海尔智家2026上半年汇兑损失7.04亿元，而2025上半年公司的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608283858033516.html\">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","06690":"海尔智家"},"source_url":"http://finance.eastmoney.com/a/202608283858033516.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662051307","content_text":"8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。　　公司业绩承压主要受外部环境影响。作为一家海外业务占比超50%的全球化企业，汇率波动导致海尔智家2026上半年汇兑损失7.04亿元，而2025上半年公司的汇兑收益为8.82亿元，汇兑损益波动因素所造成的影响达人民币15.86亿元。除此之外，国内外消费需求放缓、大宗原材料及芯片成本上涨、家电补贴拉动效应减弱等行业共性因素，也给企业带来了一定经营压力。　　可见，海尔智家经营基本面依然稳健。从今年第一季度触底反弹，到第二季度迎拐点营收同比增长、利润环比向好，这份业绩并非短期偶然，而是海尔智家全面推进AI转型、系统性重塑增长逻辑的结果。　　AI赋能智慧家庭：全球各区域市场全面增长　　纵观全球商业发展史，单一市场的周期波动，往往是制约企业行稳致远的核心变量之一。而海尔智家内部通过研发、制造、营销、物流等十大能力的全球建设与拉通，实现从“品牌全球化”到“能力全球化”的深度全球化布局；外部通过AI赋能智慧家庭场景解决方案，提升用户体验，在北美、欧洲、南亚、东南亚、中国等核心区域齐头并进、互为支撑，既有效对冲了单一市场的周期风险，也共同筑牢了稳健增长的业绩基本盘。　　在北美市场，关税与高通胀双重压力下行业下滑，海尔智家不仅跑赢行业、跑赢竞品，还以美元口径二季度实现正增长。支撑这份成绩的，一方面是海尔智家加速向“国家本土化+全球化双循环”的全球供应链重构。通过全球生产基地与目标市场的精准匹配，海尔智家持续优化全球成本结构，如泰国冰箱工厂已正式承接对美大冰箱出口，优化单台出厂成本。同时，美国本土洗衣机、热水器制造基地稳步推进，也将进一步强化海尔智家本土制造的成本竞争力。另一方面，海尔智家持续加码高端品牌布局，放大用户价值，推动市场份额提升。今年下半年，海尔智家还将通过采购优化、供应链提效与全流程数字化转型持续对冲关税影响。　　在欧洲市场，今年上半年海尔智家实现收入同比增长4.9%。通过全球能力的拉通，Horizon冰箱推动高端多门冰箱份额翻倍；三筒洗衣机获“法国年度消费者之选产品大奖”；高端T平台烤箱销量增幅达60%。高端爆款产品带动了海尔智家在英国、意大利、法国、西班牙四国市场冰冷、洗涤份额的全线提升。同时，海尔智家还签约利物浦、巴黎圣日耳曼、法网等全球顶级体育IP，结合线下高端场景体验，深度绑定高端品牌认知，持续拉升品牌全球溢价能力。　　在南亚市场，上半年印度与巴基斯坦两大核心市场收入分别增长20%、30%（当地货币口径），远超行业水平。其中，印度市场更是实现全渠道、全品类的快速增长。这份增长的核心竞争力，源自扎根本土的深度产品创新。针对南亚极端高温、电压不稳、频繁停电以及本土饮食结构等特有的市场痛点，海尔智家定制化推出的T3耐高温空调上半年销量翻番；针对印度素食家庭打造的侧T结构冰箱，以83%大冷藏的专属配比获得市场高度认可，高端产品的利润贡献持续提升。　　在东南亚市场，上半年海尔智家收入实现双位数增长。其中，泰国白电销量持续引领，家空销量销额行业第一；越南白电销量第一。增长势能主要来自产品、渠道、供应链等方面的全方位协同发力：产品端空调聚焦AI+大风量与高能效迭代，中高端销量提升；渠道端越南电商业务增速超100%。同时，泰国、越南、印尼三大工业园区稳健运营，不仅充分支撑本土市场供应，更具备辐射全球的产能弹性，成为全球供应链网络中的坚实支点。　　在中国市场，海尔智家聚焦全域TC模式变革，深化高端品牌建设，线上、线下份额双第一基础上，上半年分别同比再提升3.1pp、1.5pp。在全域TC模式变革上，数字库存缩短了交易链路，提升全流程运营效率：2026上半年日均处理订单提升59%，送装同步率同比提升3.7pp，订单响应周期同比优化5.3%。　　不难看出，海尔智家的全球化，从来不是简单的市场版图扩张，而是智慧家庭的全球落地，是研发、制造、营销、物流等能力的全球扎根与拉通。这种深度扎根的全球布局，既能够对冲单一市场的周期波动，也能通过全球能力拉通实现资源复用，构筑起行业难以复制的战略纵深。　　AI全链路落地：重构企业增长的底层逻辑　　如果说深度全球化布局是海尔智家抵御周期波动的“压舱石”，那么以AI为核心的全面变革，就是其重塑产业边界、改写企业属性的底层力量。当前的海尔智家，正通过AI重塑产品属性、产业边界、用户生活与企业效率，开启一场AI时代的系统性进化。　　具体来看，在AI重塑产品上，海尔智家加快AI在产品上的应用，让产品拥有感知、思考、主动服务的能力。产品力的升级直接转化成了市场竞争力。海尔品牌在国内线上、线下份额稳居第一的基础上持续增长；卡萨帝牢牢占据高端市场第一位置，份额保持稳定增长。　　在AI重塑产业上，海尔智家通过大白电整合提效、大暖通协同做大等，实现全品类全面增长。大白电平台打通了冰箱、厨电、洗衣机等核心白电品类的协同链路，把单品竞争力延伸为场景生态优势，带动了市场份额的持续提升。财报显示，今年上半年，海尔智家冰箱线上、线下份额第一基础上分别净增3.7pp、2.1pp，洗衣机份额线上、线下第一基础上分别净增2.8pp、2.4pp；厨电零售增幅为10.8%，线上零售增幅为19.1%，行业TOP3实现唯一正增长。　　大暖通平台则布局全球引领的多能源、全场景集成暖通解决方案，实现全领域协同发展。财报显示，今年上半年，海尔大暖通全球营收增长6.1%，经营利润高增26.8%，利润增速明显快于收入。其中，空调国内份额持续提升，海外西班牙、巴基斯坦、泰国等份额第一，并在欧洲、东南亚、南亚、北美实现高速增长；数据中心收入同比增长50%；热水器线上、线下份额分别为43.3%、35.7%，分别净增5pp、4pp；净水线上、线下份额分别为19.5%、21.6%，分别净增7.2pp、3.3pp。　　在AI重塑生活上，海尔智家以智慧家庭Agent为核心，为全球用户提供AI产品、AI场景、AI生活一站式美好生活解决方案。财报显示，2026上半年，海尔智家APP月活用户数达1600多万，同比增长14%，Agent月活同比增长93%，用户粘性与生态价值持续攀升。规模领先的家庭生活场景真实数据，也让海尔智家获得国家层面的认可：承建消费领域·家居家电方向首个国家人工智能应用中试基地，承担起推动全行业AI技术落地、赋能产业升级的行业责任。　　在AI重塑企业上，海尔智家以超级智能体“智小能”为统一入口，将AI深度嵌入研发、制造、供应链、营销、服务乃至企业管理的每一个环节，让AI真正成为渗透一线业务的核心生产力。截至目前，海尔智家已沉淀超过1.4万个员工自建智能应用，6万余个数字伙伴活跃在各类业务场景之中，全员参与的AI应用生态已经成型。　　这种全流程的AI化，已经带来实实在在的经营成效：产品设计周期大幅缩短12%，智能客服占比提升4%，服务效率与用户体验实现同步优化。对大型制造企业而言，全链路的AI升级带来的远不止成本的下降，更是组织响应速度与决策效率的全方位跃迁，是企业治理能力的根本性重塑。　　站在行业周期的视角看，短期的市场波动考验的是企业的抗风险能力，而长期的增长潜力，比拼的是企业对未来趋势的判断与经营韧性。在全行业承压的2026上半年，海尔智家以全面AI转型为主线，完成了从产品到产业、从用户生活到企业运营的全维度重构，既守住了当下的经营基本盘，更面向未来筑牢了难以复制的竞争护城河。（文章来源：经济参考网）","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601317836285384,"gmtCreate":1787843172486,"gmtModify":1787843174588,"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":"对比同行，不少家电企业同样承压，属于行业共性","listText":"对比同行，不少家电企业同样承压，属于行业共性","text":"对比同行，不少家电企业同样承压，属于行业共性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601317836285384","repostId":"2662836020","repostType":2,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601307528905744,"gmtCreate":1787840598194,"gmtModify":1787840600203,"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":"原材料价格涨成那样，还能赚百亿，够可以了","listText":"原材料价格涨成那样，还能赚百亿，够可以了","text":"原材料价格涨成那样，还能赚百亿，够可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601307528905744","repostId":"2662470440","repostType":2,"repost":{"id":"2662470440","kind":"live","pubTimestamp":1787831482,"share":"https://www.laohunote.com/m/news/2662470440?lang=zh_CN&edition=full","pubTime":"2026-08-27 19:51","market":"other","language":"zh","title":"海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662470440","media":"智通财经","summary":"【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比","content":"<html><body><div>\n<div>\n<b>【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】</b>海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比下降14.27%，2025年同期为120.33亿元；归属于上市公司股东的扣除非经常性损益的净利润92.99亿元，同比下降20.54%。                </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：2026年上半年净利润103.16亿元，同比下降14.27%</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：2026年上半年净利润103.16亿元，同比下降14.27%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-27 19:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比下降14.27%，2025年同期为120.33亿元；归属于上市公司股东的扣除非经常性损益的净利润92.99亿元，同比下降20.54%。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2662470440","content_text":"【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比下降14.27%，2025年同期为120.33亿元；归属于上市公司股东的扣除非经常性损益的净利润92.99亿元，同比下降20.54%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569214135914824,"gmtCreate":1779972587105,"gmtModify":1779976083907,"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":"用户数开始增长了，这就是好事","listText":"用户数开始增长了，这就是好事","text":"用户数开始增长了，这就是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569214135914824","repostId":"1190526705","repostType":2,"repost":{"id":"1190526705","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779968814,"share":"https://www.laohunote.com/m/news/1190526705?lang=zh_CN&edition=full","pubTime":"2026-05-28 19:46","market":"sg","language":"zh","title":"异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=1190526705","media":"异动解读","summary":"汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。","content":"<p>汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。</p><p>消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。</p><p>尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。</p>","source":"ai_movement_cn","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>异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑</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; 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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异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-28 19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。</p><p>消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。</p><p>尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATHM":"汽车之家"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190526705","content_text":"汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。","news_type":1,"symbols_score_info":{"ATHM":1}},"isVote":1,"tweetType":1,"viewCount":388,"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.laohunote.com/m/news/2622846205?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:03","market":"sh","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&nbsp;&nbsp;&nbsp;<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":639,"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.laohunote.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 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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(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&nbsp;&nbsp;&nbsp;<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":703,"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.laohunote.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 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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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&nbsp;&nbsp;&nbsp;<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":1620,"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.laohunote.com/m/news/2593476611?lang=zh_CN&edition=full","pubTime":"2025-12-24 18:15","market":"us","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&nbsp;&nbsp;&nbsp;<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","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK0028":"国家队","BK1607":"新IT概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK0201":"可转债","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0196":"行业龙头","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0205439572.USD":"富达亚太股息基金","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","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","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK0067":"物联网","06690":"海尔智家","BK0026":"智能家居","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK0183":"MSCI概念","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK0188":"融资融券","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK0012":"证金概念","BK1557":"家电股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","BK0187":"一线龙头","BK1214":"家用电器","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC"},"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":1304,"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.laohunote.com/m/news/2592156377?lang=zh_CN&edition=full","pubTime":"2025-12-19 15:16","market":"sg","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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}\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海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 15:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：第七届“中国造隐形冠军”长青恳谈会\n\n　　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。\n\n　　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...</p>\n\n<a 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","IE0008368742.USD":"首域中国增长基金I Acc","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0205439572.USD":"富达亚太股息基金","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK0067":"物联网","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","BK0183":"MSCI概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK0188":"融资融券","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1557":"家电股","BK1214":"家用电器","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK0187":"一线龙头","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","BK0028":"国家队","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK0201":"可转债","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","LU0877626530.USD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (USD) INC MONTHLY (G)","BK0175":"白马股","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","06690":"海尔智家","BK0015":"沪股通50","BK1607":"新IT概念","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","BK0012":"证金概念","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK0224":"电气机械","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK0196":"行业龙头","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0026":"智能家居","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592156377","content_text":"专题：第七届“中国造隐形冠军”长青恳谈会\n\n　　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。\n\n　　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":1293,"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,"idStr":"4225018417992320","authorIdStr":"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.laohunote.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 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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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&nbsp;&nbsp;&nbsp;<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":1620,"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,"idStr":"4225018417992320","authorIdStr":"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.laohunote.com/m/news/2593476611?lang=zh_CN&edition=full","pubTime":"2025-12-24 18:15","market":"us","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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}\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; 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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","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK0028":"国家队","BK1607":"新IT概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK0201":"可转债","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0196":"行业龙头","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0205439572.USD":"富达亚太股息基金","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","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","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU2279701549.SGD":"JPMorgan Funds - Emerging Markets Sustainable Equity A (acc) SGD","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK0067":"物联网","06690":"海尔智家","BK0026":"智能家居","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK0183":"MSCI概念","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK0188":"融资融券","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","BK0012":"证金概念","BK1557":"家电股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1119993845.HKD":"FIDELITY ASIA PACIFIC DIVIDEND \"A\" (HKDHDG) INC","BK0187":"一线龙头","BK1214":"家用电器","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC"},"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":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601566220161512,"gmtCreate":1787903784886,"gmtModify":1787903786799,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225018417992320","authorIdStr":"4225018417992320"},"themes":[],"title":"","htmlText":"今年家电行业整体都不太容易，海尔算很不错了","listText":"今年家电行业整体都不太容易，海尔算很不错了","text":"今年家电行业整体都不太容易，海尔算很不错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601566220161512","repostId":"2662051307","repostType":2,"repost":{"id":"2662051307","kind":"news","pubTimestamp":1787896505,"share":"https://www.laohunote.com/m/news/2662051307?lang=zh_CN&edition=full","pubTime":"2026-08-28 13:55","market":"us","language":"zh","title":"海尔智家Q2营收转正 穿越周期显增长底气","url":"https://stock-news.laohu8.com/highlight/detail?id=2662051307","media":"经济参考网","summary":"8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。公司业绩承压主要受外部环境影响。","content":"<div>\n<p>8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。　　公司业绩承压主要受外部环境影响。作为一家海外业务占比超50%的全球化企业，汇率波动导致海尔智家2026上半年汇兑损失7.04亿元，而2025上半年公司的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608283858033516.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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Q2营收转正 穿越周期显增长底气</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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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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Q2营收转正 穿越周期显增长底气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 13:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608283858033516.html><strong>经济参考网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。　　公司业绩承压主要受外部环境影响。作为一家海外业务占比超50%的全球化企业，汇率波动导致海尔智家2026上半年汇兑损失7.04亿元，而2025上半年公司的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608283858033516.html\">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","06690":"海尔智家"},"source_url":"http://finance.eastmoney.com/a/202608283858033516.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662051307","content_text":"8月27日，海尔智家发布了2026半年报。今年上半年，公司实现营收1521.15亿元，实现归母净利润103.16亿元，整体业绩承压。其中，今年二季度实现营收784.28亿元，同比增长1.36%；归母净利润为56.65亿元，环比增长21.78%。　　公司业绩承压主要受外部环境影响。作为一家海外业务占比超50%的全球化企业，汇率波动导致海尔智家2026上半年汇兑损失7.04亿元，而2025上半年公司的汇兑收益为8.82亿元，汇兑损益波动因素所造成的影响达人民币15.86亿元。除此之外，国内外消费需求放缓、大宗原材料及芯片成本上涨、家电补贴拉动效应减弱等行业共性因素，也给企业带来了一定经营压力。　　可见，海尔智家经营基本面依然稳健。从今年第一季度触底反弹，到第二季度迎拐点营收同比增长、利润环比向好，这份业绩并非短期偶然，而是海尔智家全面推进AI转型、系统性重塑增长逻辑的结果。　　AI赋能智慧家庭：全球各区域市场全面增长　　纵观全球商业发展史，单一市场的周期波动，往往是制约企业行稳致远的核心变量之一。而海尔智家内部通过研发、制造、营销、物流等十大能力的全球建设与拉通，实现从“品牌全球化”到“能力全球化”的深度全球化布局；外部通过AI赋能智慧家庭场景解决方案，提升用户体验，在北美、欧洲、南亚、东南亚、中国等核心区域齐头并进、互为支撑，既有效对冲了单一市场的周期风险，也共同筑牢了稳健增长的业绩基本盘。　　在北美市场，关税与高通胀双重压力下行业下滑，海尔智家不仅跑赢行业、跑赢竞品，还以美元口径二季度实现正增长。支撑这份成绩的，一方面是海尔智家加速向“国家本土化+全球化双循环”的全球供应链重构。通过全球生产基地与目标市场的精准匹配，海尔智家持续优化全球成本结构，如泰国冰箱工厂已正式承接对美大冰箱出口，优化单台出厂成本。同时，美国本土洗衣机、热水器制造基地稳步推进，也将进一步强化海尔智家本土制造的成本竞争力。另一方面，海尔智家持续加码高端品牌布局，放大用户价值，推动市场份额提升。今年下半年，海尔智家还将通过采购优化、供应链提效与全流程数字化转型持续对冲关税影响。　　在欧洲市场，今年上半年海尔智家实现收入同比增长4.9%。通过全球能力的拉通，Horizon冰箱推动高端多门冰箱份额翻倍；三筒洗衣机获“法国年度消费者之选产品大奖”；高端T平台烤箱销量增幅达60%。高端爆款产品带动了海尔智家在英国、意大利、法国、西班牙四国市场冰冷、洗涤份额的全线提升。同时，海尔智家还签约利物浦、巴黎圣日耳曼、法网等全球顶级体育IP，结合线下高端场景体验，深度绑定高端品牌认知，持续拉升品牌全球溢价能力。　　在南亚市场，上半年印度与巴基斯坦两大核心市场收入分别增长20%、30%（当地货币口径），远超行业水平。其中，印度市场更是实现全渠道、全品类的快速增长。这份增长的核心竞争力，源自扎根本土的深度产品创新。针对南亚极端高温、电压不稳、频繁停电以及本土饮食结构等特有的市场痛点，海尔智家定制化推出的T3耐高温空调上半年销量翻番；针对印度素食家庭打造的侧T结构冰箱，以83%大冷藏的专属配比获得市场高度认可，高端产品的利润贡献持续提升。　　在东南亚市场，上半年海尔智家收入实现双位数增长。其中，泰国白电销量持续引领，家空销量销额行业第一；越南白电销量第一。增长势能主要来自产品、渠道、供应链等方面的全方位协同发力：产品端空调聚焦AI+大风量与高能效迭代，中高端销量提升；渠道端越南电商业务增速超100%。同时，泰国、越南、印尼三大工业园区稳健运营，不仅充分支撑本土市场供应，更具备辐射全球的产能弹性，成为全球供应链网络中的坚实支点。　　在中国市场，海尔智家聚焦全域TC模式变革，深化高端品牌建设，线上、线下份额双第一基础上，上半年分别同比再提升3.1pp、1.5pp。在全域TC模式变革上，数字库存缩短了交易链路，提升全流程运营效率：2026上半年日均处理订单提升59%，送装同步率同比提升3.7pp，订单响应周期同比优化5.3%。　　不难看出，海尔智家的全球化，从来不是简单的市场版图扩张，而是智慧家庭的全球落地，是研发、制造、营销、物流等能力的全球扎根与拉通。这种深度扎根的全球布局，既能够对冲单一市场的周期波动，也能通过全球能力拉通实现资源复用，构筑起行业难以复制的战略纵深。　　AI全链路落地：重构企业增长的底层逻辑　　如果说深度全球化布局是海尔智家抵御周期波动的“压舱石”，那么以AI为核心的全面变革，就是其重塑产业边界、改写企业属性的底层力量。当前的海尔智家，正通过AI重塑产品属性、产业边界、用户生活与企业效率，开启一场AI时代的系统性进化。　　具体来看，在AI重塑产品上，海尔智家加快AI在产品上的应用，让产品拥有感知、思考、主动服务的能力。产品力的升级直接转化成了市场竞争力。海尔品牌在国内线上、线下份额稳居第一的基础上持续增长；卡萨帝牢牢占据高端市场第一位置，份额保持稳定增长。　　在AI重塑产业上，海尔智家通过大白电整合提效、大暖通协同做大等，实现全品类全面增长。大白电平台打通了冰箱、厨电、洗衣机等核心白电品类的协同链路，把单品竞争力延伸为场景生态优势，带动了市场份额的持续提升。财报显示，今年上半年，海尔智家冰箱线上、线下份额第一基础上分别净增3.7pp、2.1pp，洗衣机份额线上、线下第一基础上分别净增2.8pp、2.4pp；厨电零售增幅为10.8%，线上零售增幅为19.1%，行业TOP3实现唯一正增长。　　大暖通平台则布局全球引领的多能源、全场景集成暖通解决方案，实现全领域协同发展。财报显示，今年上半年，海尔大暖通全球营收增长6.1%，经营利润高增26.8%，利润增速明显快于收入。其中，空调国内份额持续提升，海外西班牙、巴基斯坦、泰国等份额第一，并在欧洲、东南亚、南亚、北美实现高速增长；数据中心收入同比增长50%；热水器线上、线下份额分别为43.3%、35.7%，分别净增5pp、4pp；净水线上、线下份额分别为19.5%、21.6%，分别净增7.2pp、3.3pp。　　在AI重塑生活上，海尔智家以智慧家庭Agent为核心，为全球用户提供AI产品、AI场景、AI生活一站式美好生活解决方案。财报显示，2026上半年，海尔智家APP月活用户数达1600多万，同比增长14%，Agent月活同比增长93%，用户粘性与生态价值持续攀升。规模领先的家庭生活场景真实数据，也让海尔智家获得国家层面的认可：承建消费领域·家居家电方向首个国家人工智能应用中试基地，承担起推动全行业AI技术落地、赋能产业升级的行业责任。　　在AI重塑企业上，海尔智家以超级智能体“智小能”为统一入口，将AI深度嵌入研发、制造、供应链、营销、服务乃至企业管理的每一个环节，让AI真正成为渗透一线业务的核心生产力。截至目前，海尔智家已沉淀超过1.4万个员工自建智能应用，6万余个数字伙伴活跃在各类业务场景之中，全员参与的AI应用生态已经成型。　　这种全流程的AI化，已经带来实实在在的经营成效：产品设计周期大幅缩短12%，智能客服占比提升4%，服务效率与用户体验实现同步优化。对大型制造企业而言，全链路的AI升级带来的远不止成本的下降，更是组织响应速度与决策效率的全方位跃迁，是企业治理能力的根本性重塑。　　站在行业周期的视角看，短期的市场波动考验的是企业的抗风险能力，而长期的增长潜力，比拼的是企业对未来趋势的判断与经营韧性。在全行业承压的2026上半年，海尔智家以全面AI转型为主线，完成了从产品到产业、从用户生活到企业运营的全维度重构，既守住了当下的经营基本盘，更面向未来筑牢了难以复制的竞争护城河。（文章来源：经济参考网）","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":41,"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,"idStr":"4225018417992320","authorIdStr":"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.laohunote.com/m/news/2622846205?lang=zh_CN&edition=full","pubTime":"2026-03-27 16:03","market":"sh","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&nbsp;&nbsp;&nbsp;<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":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601317836285384,"gmtCreate":1787843172486,"gmtModify":1787843174588,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225018417992320","authorIdStr":"4225018417992320"},"themes":[],"title":"","htmlText":"对比同行，不少家电企业同样承压，属于行业共性","listText":"对比同行，不少家电企业同样承压，属于行业共性","text":"对比同行，不少家电企业同样承压，属于行业共性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601317836285384","repostId":"2662836020","repostType":2,"repost":{"id":"2662836020","kind":"news","pubTimestamp":1787837239,"share":"https://www.laohunote.com/m/news/2662836020?lang=zh_CN&edition=full","pubTime":"2026-08-27 21:27","market":"sh","language":"zh","title":"海尔智家半年报：营收1521.15亿元，同比下降2.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662836020","media":"北京商报","summary":"8月27日，海尔智家披露2026年半年度业绩报告。2026年上半年，公司实现营业收入1521.15亿元，较上年同期下降2.8%。","content":"<div>\n<p>8月27日，海尔智家披露2026年半年度业绩报告。2026年上半年，公司实现营业收入1521.15亿元，较上年同期下降2.8%。　　对于收入下滑原因，海尔智家表示，国内市场受房地产行业持续调整、消费者信心偏弱以及以旧换新政策红利消退等因素影响，家电行业整体需求下滑，公司国内收入随行业大势下降，但市场份额稳中有升；海外市场中，美国市场受高通胀、高利率环境影响，地产销售持续低迷，家电需求受到抑制，行业...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608273856863128.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>海尔智家半年报：营收1521.15亿元，同比下降2.8%</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海尔智家半年报：营收1521.15亿元，同比下降2.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-27 21:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608273856863128.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月27日，海尔智家披露2026年半年度业绩报告。2026年上半年，公司实现营业收入1521.15亿元，较上年同期下降2.8%。　　对于收入下滑原因，海尔智家表示，国内市场受房地产行业持续调整、消费者信心偏弱以及以旧换新政策红利消退等因素影响，家电行业整体需求下滑，公司国内收入随行业大势下降，但市场份额稳中有升；海外市场中，美国市场受高通胀、高利率环境影响，地产销售持续低迷，家电需求受到抑制，行业...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608273856863128.html\">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","06690":"海尔智家"},"source_url":"http://finance.eastmoney.com/a/202608273856863128.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662836020","content_text":"8月27日，海尔智家披露2026年半年度业绩报告。2026年上半年，公司实现营业收入1521.15亿元，较上年同期下降2.8%。　　对于收入下滑原因，海尔智家表示，国内市场受房地产行业持续调整、消费者信心偏弱以及以旧换新政策红利消退等因素影响，家电行业整体需求下滑，公司国内收入随行业大势下降，但市场份额稳中有升；海外市场中，美国市场受高通胀、高利率环境影响，地产销售持续低迷，家电需求受到抑制，行业规模下滑，尽管公司在美国市场份额持续提升，但业务收入仍面临一定压力。与此同时，欧洲、南亚、东南亚等市场保持增长，海外收入区域结构进一步均衡，对冲了美国市场的下行压力，海外整体收入基本保持稳定。　　利润端，上半年公司实现经营利润1123.67亿元，同比下降5.3%；实现归属于母公司股东的净利润103.16亿元，较上年同期减少17.16亿元，同比下降14.3%。（文章来源：北京商报）","news_type":1,"symbols_score_info":{"600690":1.5,"06690":1.5}},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569214135914824,"gmtCreate":1779972587105,"gmtModify":1779976083907,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225018417992320","authorIdStr":"4225018417992320"},"themes":[],"title":"","htmlText":"用户数开始增长了，这就是好事","listText":"用户数开始增长了，这就是好事","text":"用户数开始增长了，这就是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569214135914824","repostId":"1190526705","repostType":2,"repost":{"id":"1190526705","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779968814,"share":"https://www.laohunote.com/m/news/1190526705?lang=zh_CN&edition=full","pubTime":"2026-05-28 19:46","market":"sg","language":"zh","title":"异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=1190526705","media":"异动解读","summary":"汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。","content":"<p>汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。</p><p>消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。</p><p>尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。</p>","source":"ai_movement_cn","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>异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑</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; 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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异动解读 | 汽车之家盘前大跌8.79%，一季度业绩不佳致盈利大幅下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-28 19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。</p><p>消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。</p><p>尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATHM":"汽车之家"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190526705","content_text":"汽车之家(ATHM)今日盘前股价大幅下挫8.79%，引发了市场广泛关注。消息面上，公司最新发布的2026年第一季度财报显示业绩表现疲软。财报数据显示，公司一季度总净营收同比显著下滑，经营利润由盈转亏，录得亏损3440万元人民币，而归属于公司的净利润更是同比暴跌87.6%。分析认为，国内汽车行业终端销量波动，导致车企广告投放收缩及付费经销商数量减少，是公司核心业务收入全线回落的主要原因。尽管公司同期宣布了派发约5亿元人民币现金分红及持续进行股份回购，同时移动端用户规模逆势增长创下新高，但市场焦点仍集中在盈利能力的急剧恶化上，这直接导致了股价在盘前交易时段承压大跌。","news_type":1,"symbols_score_info":{"ATHM":1}},"isVote":1,"tweetType":1,"viewCount":388,"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,"idStr":"4225018417992320","authorIdStr":"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.laohunote.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{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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(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&nbsp;&nbsp;&nbsp;<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":703,"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,"idStr":"4225018417992320","authorIdStr":"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.laohunote.com/m/news/2592156377?lang=zh_CN&edition=full","pubTime":"2025-12-19 15:16","market":"sg","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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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海尔智家李洋：在国内有竞争力的企业出海后，基本上都是降维打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 15:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml><strong>睿见Economy</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题：第七届“中国造隐形冠军”长青恳谈会\n\n　　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。\n\n　　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...</p>\n\n<a 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","IE0008368742.USD":"首域中国增长基金I Acc","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0205439572.USD":"富达亚太股息基金","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK0067":"物联网","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","BK0183":"MSCI概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK0188":"融资融券","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1557":"家电股","BK1214":"家用电器","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK0187":"一线龙头","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) 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ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK0224":"电气机械","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK0196":"行业龙头","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","BK0026":"智能家居","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2025-12-19/doc-inhciini5806298.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2592156377","content_text":"专题：第七届“中国造隐形冠军”长青恳谈会\n\n　　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。\n\n　　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":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601307528905744,"gmtCreate":1787840598194,"gmtModify":1787840600203,"author":{"id":"4225018417992320","authorId":"4225018417992320","name":"嘟另","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225018417992320","authorIdStr":"4225018417992320"},"themes":[],"title":"","htmlText":"原材料价格涨成那样，还能赚百亿，够可以了","listText":"原材料价格涨成那样，还能赚百亿，够可以了","text":"原材料价格涨成那样，还能赚百亿，够可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601307528905744","repostId":"2662470440","repostType":2,"repost":{"id":"2662470440","kind":"live","pubTimestamp":1787831482,"share":"https://www.laohunote.com/m/news/2662470440?lang=zh_CN&edition=full","pubTime":"2026-08-27 19:51","market":"other","language":"zh","title":"海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662470440","media":"智通财经","summary":"【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比","content":"<html><body><div>\n<div>\n<b>【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】</b>海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比下降14.27%，2025年同期为120.33亿元；归属于上市公司股东的扣除非经常性损益的净利润92.99亿元，同比下降20.54%。                </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：2026年上半年净利润103.16亿元，同比下降14.27%</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2662470440","content_text":"【海尔智家：2026年上半年净利润103.16亿元，同比下降14.27%】海尔智家公告，2026年上半年营业收入1521.15亿元，同比下降2.80%；归属于上市公司股东的净利润103.16亿元，同比下降14.27%，2025年同期为120.33亿元；归属于上市公司股东的扣除非经常性损益的净利润92.99亿元，同比下降20.54%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}