JPHAESH@EC2610A

TRANSTHERA-B

ASIA STRAT TECH

SUMMI

MANY IDEA CLOUD

ZHONGMIAO

SKYMISSION GP

NICHE-TECH SEMI

KFM KINGDOM

INCON

CHINA CHENGTONG

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Zhou Yunjie, CEO of Haier Group, has urged China to establish national open innovation platforms for embodied intelligence to enhance technology development and product application. He emphasized the need for a national data project, a standard system for industrial-grade robots, and key research initiatives to advance core algorithms and hardware components. Zhou highlighted the importance of addressing current industry bottlenecks and suggested creating replicable benchmark cases for the application of embodied intelligence in various sectors.

Yicai

HAIER SMARTHOME

Haier Smart Home

Haier Chief Urges China to Build National Embodied Intelligence Open Innovation Platforms

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Haier has announced long-term global partnerships with Liverpool FC and Paris Saint-Germain, along with collaborations with LALIGA, La Liga Portugal, and the Royal Moroccan Football Federation. The company has also renewed its agreement with the ATP Tour. These strategic alliances aim to bolster Haier's presence in the global sports market, reinforcing its position as a leading major appliances brand for 17 consecutive years.

Unusual Whales

Guotai CSI All Share Household Appliances ETF

Bosera CNI Top Household Appliances ETF

GF CSI All Share Household Appliances ETF

MaxWealth CSI Household Appliances ETF

Fullgoal CSI All Share Appliance ETF

E Fund CSI Household & Appliances Top ETF

Haier partners with top sports clubs and events like Liverpool FC and PSG, reinforcing global sports strategy in 2025.

GE Appliances, a Haier company based in Louisville, Kentucky, has introduced the Good Things, For Life Foundation. This independent nonprofit aims to enhance and uphold the organization’s commitment to the communities in which its employees reside across the country. The foundation will particularly focus on states such as Kentucky, Tennessee, Georgia, Alabama, Connecticut, and South Carolina. In its initial endeavor, the foundation is working on a project to aid injured veterans in partnership with Building Homes for Heroes.

GE Appliances starts Good Things, For Life Foundation to invest in communities where employees live, with injured veterans as first project.

Haier Smart Home is adapting to challenging macroeconomic conditions by focusing on premium products and leveraging the Replacement Market in China. Their revenue for 2025 reached CNY 426.8 billion, a 6.3% increase, with significant growth in their luxury brand Casarte. Despite struggles in North America due to a soft housing market, Haier's stock is rated positively by analysts, with a target price suggesting a potential upside. However, challenges remain, including a global housing slump and geopolitical issues that could impact sales.

marketscreener

Haier Smart Home Pivots to Premium

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Daiwa Capital Markets released a research report listing investment ratings and target prices for consumer stocks. Anta Sports is rated as Buy with a target price of HKD 103.4; Bud APAC is rated Buy with a target price of HKD 9.9; CHINA RES BEER is rated Buy with a target price of HKD 33.8; Galaxy Entertainment Group is rated Buy with a target price of HKD 47; Haidilao is rated Buy with a target price of HKD 19.7; HAIER SMARTHOME is rated Buy with a target price of HKD 39.4; LI NING is rated Hold with a target price of HKD 21.6; Mengniu Dairy is rated Buy with a target price of HKD 21.7; MNSO is rated Buy with a target price of USD 26.8; SANDS CHINA LTD is rated Buy with a target price of HKD 20.9; Shenzhou International is rated Buy with a target price of HKD 81.9; Tsingtao Brewery is rated Buy with a target price of HKD 69.9; XTEP INT'L is rated Buy with a target price of HKD 7.6; YUM CHINA is rated Buy with a target price of HKD 494.8

AASTOCKS

MNSO

Penghua CSI Alcoholic Drink ETF

Mengniu Dairy

LI NING

TSINGTAO BREW

China Merchants SSE Consumer 80 ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

Tsingtao Brewery

CHINA RES BEER

BUD APAC

Tianhong CSI Food and Beverage ETF

XTEP INT'L

Harvest Hang Seng Consumption ETF

SANDS CHINA LTD

AdvisorShares Restaurant ETF

YUM CHINA

Galaxy Entertainment Group

ChinaAMC CSI Food & Beverage Sub-Industry ETF

Daiwa Capital Markets' investment ratings and target prices for consumer stocks (Table)

HSBC's research report has lowered the target price for Haier Smart Home to RMB 36.1, expecting revenue growth to slow to 0.7% in 2025. Nevertheless, the government's new home appliance consumption subsidy policy is expected to support end demand and alleviate market concerns about slowing growth. Growth in overseas markets will remain resilient, and the company is expected to continue steady growth overall, but a cautious attitude is held towards the demand outlook, with net profit and revenue forecasts lowered by 3.5% and 1.2%, respectively

"Big Banks" Huayan slightly lowered Haier Smart Home's target price to 36.1 RMB, cautious about demand prospects

Haier Enters South African Market

Cosmoplat IoT Technology has filed for a Hong Kong IPO, aiming to assert independence from its parent company, Haier, which provided 58% of its revenue last year. The company, founded in 2017, has shown accelerating revenue growth and is expected to turn a profit in 2024, despite low margins. Cosmoplat's reliance on Haier is decreasing, with its largest customer accounting for a smaller share of revenue compared to previous years. The IPO comes amid a strong market for listings in Hong Kong, raising questions about Cosmoplat's ability to stand out.

benzinga_article

Cosmoplat Asserts Independence From Parent Haier With Hong Kong IPO

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AWE 2026 will take place from March 12-15, 2026, in Shanghai, showcasing AI-driven household appliances and consumer electronics. The event, themed "Smart AI, Smarter Future," expects over 200,000 visitors and features more than 1,200 brands, including major players like Haier, Huawei, and Sony. AWE 2026 aims to highlight the transition of AI from labs to real-world applications, reshaping the landscape of device manufacturers and AI developers. The exhibition will also present advanced technologies such as AI smartphones, drones, and modular flying cars, emphasizing the potential of next-generation consumer electronics.

prnewswire

Fullgoal CSI Consumer Electronic Theme ETF

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					Een eerste blik op AI in de echte wereld: AWE 2026 opent deze maart in Shanghai

COSMOPlat IoT Technology Co., Ltd. has initiated its IPO process in Hong Kong, aiming to be the first listed company in the "AI + Industrial Internet" sector. The company, which serves over 160,000 clients, including 9,500 paying customers, specializes in industrial digitalization and AI integration. It ranks first in China's industrial data intelligence solutions market by revenue and has developed a unique COSMOPlat Industrial Internet Platform. The company focuses on creating intelligent agents and modular digital infrastructure to enhance manufacturing efficiency and innovation.

Asian Corporate Newswire

COSMOPlat, Serving 160,000 Firms, Files for Hong Kong IPO on "AI+Industrial Internet" Wave

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AWE 2026, themed "Smart AI, Smarter Future," will take place in Shanghai from March 12-15, 2026, showcasing over 1,200 brands and expecting more than 200,000 visitors. The event highlights China's leadership in AI-driven home appliances and consumer electronics, featuring innovations from major brands like Haier, Huawei, and Sony. The exhibition will cover 170,000 square meters, presenting a range of technologies including AI smartphones, robots, and smart living solutions, marking a significant step in the real-world application of AI.

fidelity

Pengyang CSI Digital Economy Theme ETF

A First Look at AI in the Real World: AWE 2026 Opens This March in Shanghai

JPHAESH@EC2610A(26271.HK)

Haier Chief Urges China to Build National Embodied Intelligence Open Innovation Platforms

Haier partners with top sports clubs and events like Liverpool FC and PSG, reinforcing global sports strategy in 2025.

GE Appliances starts Good Things, For Life Foundation to invest in communities where employees live, with injured veterans as first project.

Haier Smart Home Pivots to Premium

Daiwa Capital Markets' investment ratings and target prices for consumer stocks (Table)