海尔智家2024 年报

2024 23514226581111153159161163165168312 LeaderGE AppliancesCandyFisher & PaykelAQUA160 APP 20246202024620 +86 (532) 8893 1670+852 2169 0000 +86 (532) 8893 1689+852 2169 0880 H 1617 600690690D06690 http://smart-home.haier.com 6301231 25191908 2024 2024 20242,859.714.3%187.4112.9% 2024265.431.4 7,000400% 2024202413% 2024410%30% GE AppliancesApexCombo CoreRoperGEAppliancesHVAC70%8IoT Breakthrough 2024201030%5 2024520 APF6.3APF5.2202411%202550%2024 224530 202415%2024 202412— Kwikot 202410 IPIP200Leader2024Leader26% 202440172024AI4.0AI1 2024 2024 2024 20248GE Appliances2024MSCIESGAA 2025 2025 AI AI 2025131 2025AIAIAIAIAI 3311Leader8.8 20253 27 55201962019420226281991720141 199120178201931169202012 2320193 2015201820192021 502022628201012013419947199471999819998200132001420086 20111220152012–201420051220124CFO202020203 54202262820002007+20192020ACCAIMA 7720213540 426869119318414511275987635685 722021352014 201320201234201120152022 2012202320142019Amcor Limited20112020891 20082009ForbesCNBC2007 712019615InternationalBusiness MachinesCorporationIBM102015201520191 19756 68202062018600551201860025520205022386012382021129699017433619807201751992200062008520175 198011198312198391984419906 58202135(Lehigh) (IEEE fellow)Guide2Research1,000202020 572021625199019952002(EMBA)25DXnode600206.SH2018420154.0 442021625200582020720213 55202162520246 20 412019120124 2005720081220082 382024620201120117H 5819897200282012720151220192019320214 48199719972004 47200120192001 481998202219982023201920232018 491998201519981998 4620012001 4620012015(INSEAD)EMBA2001 47199820042021ESG 39202262009201120156 20242,859.7120234.3% (1)30%Leader (2) (3)202410Kwikot2024 12202415%100 (4) 2024187.41202312.9% (1)202427.2%20230.3 (2)202411.7%20230.2 (3)20248.6%20230.1 2024265.432023 2024AI835.562.0% (1)GfK202440.4%144.1%(2)14%71420 AIMSA799%594mmCA-20%AIAIOTAIEC 63169302024GB/T44494 2023202410K+30%594mm30 124%SKP 2024 Candy13%15% BMMagic Cooling 20242024411.84 (1)GfK10.2(2)20249.4% GE AppliancesFPACandy20247,000400%6,000 1,000 GEAppliancesGEUSA TODAY2024KBIS Reviewed AwardsCaféProfileCaféReviewed.com FPA241TOP1 DartyECI 20242024633.23.0% (1)GfK237.9%1.1(2)GfK29.5%41.6%35% 2AIPTCX11A-60%VDE 80.4% 100%95% 10%ComboCore50%2100128%35%2024 496.177.6% 2024 240.5ºC5–9ºCAIAI2AI46% 270ºAIAI POP +LeaderZ 夯2024202442024224 100TOP1015.2% 243 2024100 2024+19.3% 夯 Max4820242024 1.2DFSSmart HQOTA–22ºF5ºF 100%SEER227 DCS 20242024161.755.5% GfK45.2%1.340.3%1.1 10 IP SKU5% 202940 58%Kwikot SKU202412 2024202412% 202464.6% IP Leader 2024LeaderZ26% 45180ºLeaderGSV1A3155% 202457%35%40%APPHomeGPTPROAI AIAIAI 20241,438.1420235.4% TOC2,000 1 795.29 24ApexEasyWash™TWICEVIP AWARDGE Profile2024CESOpalGE Profile Opal 2.0 UltraCAFÉ™ENERGY STAR®Reviewed.comGE Profile2024CES50%HomeDepotLowes 70%10(RV)24%Bodewell SavantTantalus SystemsGE Appliances EcoBalance 1 AIVertexAISmartHQFlavorlyAI 20241GE AppliancesSmartHQ—202410 20243 2 320.8912.4% 40%New CandyCandy Fresco 700PanaromaX111,0000.6%8%H2O12%60,00017%XI-ProshineALTEX20150% —Roland-GarrosNitto ATPATP2024 3 115.2521.0% 30% 5 7% 20%45% 4 66.428.1% 23245 4 8TGGHVN8GeminiHero3,0001579FPAAIFPA GPT1125 5 66.3314.8%38%20% TUV COOL VRAUVUVCProEco700TMmagic zoomAQUA40% AQUA30% 6 26.7438.2%(1)(2)(3)(4)Kwikot 7 34.26GfK16.5%40.1%17.0% 3TX8kgPTC10kg10kg47.2%TX 2024 (1)OTO24.5(2)1424.7% (1)202425.52%10.35%(2)33.22%5.2% T+6202413%7 (1)(2)17(3)AI15% 2024 BOM1,5005,000 (1)2024 1 20248(AVC)20243C9,0716.4% (AVC)20245,9781.8%2,0712.2%8 APFAPF (1)2024 1 2024(AVC)4,0194.9%1,4347.6% 20247.1%20.1%12%38.9% (AVC)20244,2977.3%1,0147.6%202428330.6%16225.7% GfK20244.844.1%8.251.2%GfK65.1%84 (1)2024 1 (1)(AVC)202436214.9%2,08310.5%20415.7%2,42915.2% APP7 (2) (AVC)202413217.2%22918.0% 34%47%79%81% (AVC)20245325.3%3,1455.1%2361.3%1,8022.5%2968.8%1,3438.7% (1)2024 1 60L20%GfK91269% 2024234616.3%2,7906.2% (1)Q475.5%22.3%(2)6.9%202455.5% (1)2024 2 20242,8822.1%2,4513.1% (1) (2) GfK20241.8%20247.9%1% (3) 8.6%10.4%2% 15%16%2% (1)2024 2 (4) 202410%5%2024GDP (5) (6) GfK20240.6%1.9%1.3% (2)2025 1 GfK20236966%34% 202520253,0002025 (2)2025 2 2025 (1) OECD20251.9%PCE2.7% (2) ESG (3) 198430 16LeaderGE AppliancesCandyFisher&PaykelAQUA200820241716 600mm800mm/900mm00 3D ++ POEPOU2024Kwikot 200 20201520162018Fisher & Paykel2019Candy 2024CCRKwikotCCRKwikot 202425.9%24.5%15.9%8% CCR 5002024BrandZtm2024100 ESG2024ESGMSCIAAESGESGESGESG2024ESG2024 ESG60 Gfk2024CCRKwikot 202449%34%88% 202410+N13110823 LeaderGEAppliancesCandyFisher & PaykelAQUALeaderMonogramCaféGEProfileGEHaierHotpoint 2024CCRKwikotCCRKwikot 2015201620182015Fisher&Paykel2019Candy2024CCRkwikotCCRkwikot •5ºC8.040%HaierFisher & PaykelCandyGE •GEDP •CANDYHaierTitanium Series24 6CandyCandy • • • • 202498%60MSAMSA799%40%1.0SH-AI7413mm • 202417 • 202411.27.31220245,58212