Haier Smart Home Reports Strong Q3 2025 Growth Driven by AI Integration and Premium Strategy

Haier Smart Home Co., Ltd. reported robust financial performance for the third quarter of 2025, with revenue increasing 9.5% to RMB 77.56 billion and net profit attributable to the parent company rising 12.7% to RMB 5.34 billion. The company's nine-month operating cash flow reached RMB 17.49 billion, reflecting strong financial health and operational efficiency. These results underscore the effectiveness of Haier's strategic focus on premium product development, artificial intelligence integration, and user-centric manufacturing approaches that continue to drive higher revenue, improved profitability, and robust cash generation across global markets.

The company's performance in China demonstrated significant progress in smart home adoption and operational efficiency. Suite penetration reached 36% at the premium Casarte brand and 15% at the Haier brand, indicating growing consumer acceptance of integrated smart home solutions. The Leader Multi-wash series surpassed 200,000 units sold, while AI-enhanced inventory operations led to higher customer conversion and fulfillment rates. County-level coverage expanded to 86%, and direct-to-user orders surged from 26% to 74% since April, reflecting the company's successful digital transformation. The home air-conditioning segment showed particularly strong momentum, delivering revenue growth exceeding 30% during the quarter through faster fulfillment capabilities.

Internationally, Haier Smart Home's local-for-local manufacturing strategy and premium upgrade initiatives generated broad-based growth despite mixed global economic conditions. In North America, the business remained resilient despite a soft housing market, with premium product mix improvements and the Air & Water business posting approximately 20% year-on-year growth. European markets saw a shift toward higher-priced products, with X-series units priced at EUR 599 and above increasing from 17% to 25% of the total product mix. HVAC revenue in Europe grew over 30% in the third quarter, supported by logistics and fulfillment improvements through consolidated operations and optimized EU distribution hubs.

Emerging markets showed particularly strong growth acceleration, with South Asia expanding over 25%, Southeast Asia rising more than 15%, and Middle East & Africa climbing more than 60% on a nine-month basis. The company's manufacturing expansion continued with the new air-conditioning park in Chonburi, Thailand, beginning production in September 2025. With a planned annual capacity of six million units, this facility enhances Haier Smart Home's regional supply chain resilience and export agility. The company maintained its AA ESG rating from MSCI and remains listed on the 2025 Fortune Global 500, available at https://fortune.com/global500/, demonstrating its commitment to sustainable business practices and corporate governance.

Looking forward, Haier Smart Home plans to scale its blockbuster-and-suite strategy, deepen AI applications across planning, supply, and service operations, and expand regional teams' capabilities through local manufacturing to ensure faster responses to user needs across market cycles. The company's continued focus on disciplined innovation and financial management positions it well for sustained growth in the evolving smart home industry. Additional information about the company's performance and strategy can be found through its official communications at https://www.newmediawire.com.