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

Haier Smart Home Co., Ltd. reported robust financial performance for the third quarter of 2025, demonstrating sustained growth momentum through its strategic focus on premium product development and artificial intelligence integration. The company achieved revenue of RMB 77.56 billion, representing a 9.5% increase, while net profit attributable to the parent company rose by 12.7% to RMB 5.34 billion. Operating cash flow for the first nine months reached RMB 17.49 billion, underscoring the company's financial health and operational efficiency.

The company's success stems from its three-pillar strategy centered on developing high-velocity blockbuster products, embedding AI across the value chain, and bringing production closer to end users. This approach has resulted in improved product mix, operational speed, and margins across all business segments. In the domestic Chinese market, Haier demonstrated significant progress with suite penetration reaching 36% at its premium Casarte brand and 15% at the Haier brand. The Leader Multi-wash series surpassed 200,000 units sold, while AI-enhanced inventory operations drove higher customer conversion and fulfillment rates.

Haier's county-level coverage expanded to 86% in China, with direct-to-user orders surging from 26% to 74% since April 2025. The home air-conditioning segment showed particularly strong performance, delivering revenue growth exceeding 30% during the quarter. The company's international operations also showed resilience and growth across diverse markets. In North America, despite a challenging housing market, the business maintained strength through improved premium product mix and approximately 20% year-on-year growth in the Air & Water business segment.

European markets saw a shift toward higher-value 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 more than 30% during the quarter, supported by logistics improvements through consolidated operations and optimized EU distribution hubs. Emerging markets demonstrated accelerated growth, 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 global manufacturing expansion continued with the new air-conditioning park in Chonburi, Thailand, beginning production in September 2025. With planned annual capacity of six million units, this facility enhances Haier Smart Home's regional supply chain capabilities and export agility. The company maintained its AA ESG rating from MSCI and remains listed on the 2025 Fortune Global 500, reflecting 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. These initiatives aim to ensure faster responses to evolving user needs across different market cycles. The company's continued focus on innovation paired with financial discipline positions it well for sustained growth in the competitive smart home solutions market. Additional information about the company's performance and strategy can be found at https://www.newmediawire.com.