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Haier Smart Home Q3 2025 Performance and Strategic Growth FAQ
TL;DR
Haier Smart Home's 12.7% profit growth and premium product strategy offer investors competitive advantage in the smart home market.
Haier's growth stems from AI-driven operations, local manufacturing expansion, and a focused blockbuster product strategy across global markets.
Haier's smart home solutions and expanded global manufacturing improve daily living while creating sustainable value for households worldwide.
Haier's new Thailand factory produces six million AC units annually while their premium X-series sales surged 8 percentage points in Europe.
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Revenue increased 9.5% to RMB 77.56 billion, while net profit attributable to the parent company rose 12.7% to RMB 5.34 billion, with nine-month operating cash flow reaching RMB 17.49 billion.
The company focuses on developing high-velocity blockbuster products, embedding AI across the value chain, and bringing production closer to users through local-for-local manufacturing.
Suite penetration reached 36% at Casarte and 15% at Haier, with the Leader Multi-wash series selling over 200,000 units and direct-to-user orders surging from 26% to 74% since April.
North America saw ~20% growth in Air & Water business, Europe shifted to higher-priced products with X-series units increasing from 17% to 25% of mix, and emerging markets grew significantly including South Asia (+25%), Southeast Asia (+15%), and Middle East & Africa (+60%).
AI-enhanced one-inventory operations led to higher customer conversion and fulfillment rates, while AI applications across planning, supply, and service are improving operational speed and margins.
The new air-conditioning park in Chonburi, Thailand began production in September 2025 with a planned annual capacity of six million units, enhancing regional supply and export agility.
The company retained its AA ESG rating from MSCI and remains listed on the 2025 Fortune Global 500, ranking among the TOP 500 largest corporations worldwide by total revenue.
Investors can contact Haier Smart Home Hong Kong at +852 2169 0000 or ir@haier.hk, while media should contact CROSS ALLIANCE Communication GmbH at +49 (0) 89 1250903 35.
Curated from NewMediaWire
