/PRZWT/ On January 23rd, the "2025 Digital Transformation Work Summary and 2026 Development Strategy Release Conference" of Haier Home Appliances was held in Qingdao. The 2025 performance report presented at the event used a series of concrete data to prove the powerful supporting role of AI and digitalization in enhancing the profitability of enterprises.
Against the backdrop where AI has become a must-win field for global enterprises, the digital transformation of Haier Home Appliances is no longer just a "blueprint". It has already been fully translated into operational outcomes such as cost reduction, revenue increase, and expansion of scale, and has also brought more certain and growth-oriented value returns to investors.
1. The super intelligent agent "Zhi Xiao Neng" enables all staff to achieve comprehensive AI-based efficiency improvement.
Haier Home Appliances takes the super intelligent entity "Zhi Xiaoneng" as its core carrier to build an AI-based system that covers the entire process for all employees. This enables digital tools to deeply integrate into core areas such as research and development, procurement, and services, achieving a systematic improvement in operational efficiency.
As the unified interaction platform for enterprise employees, "Zhi Xia Neng" has integrated 89 enterprise intelligent agents. Employees have also independently developed 262 personal intelligent agents on the platform, and nearly 100 intelligent scenarios are accelerating their implementation.
In common office scenarios such as instant messaging, meeting summaries, intelligent translation, and content creation, "Zhi Xiao Neng" helps enhance employee productivity by 80%.
Sun Danfeng, the vice president and chief digital officer of Haier Home Appliances, pointed out that in the future, enterprises will need two types of AI talents. One type is technical and knowledge-based talents who can create AI capabilities, and the other type is those who can utilize AI tools to realize business value. And "Smart Little Assistant" is accelerating the integration of these two roles for employees.
In the entire business chain, the enabling value of "Zhi Xiao Neng" is also highly evident.
For instance, in the R&D department, AI-based drawing recognition enables the rapid extraction of key information, while the digital process optimization leads to a 20.7% increase in model efficiency, and the transformation cycle of technological innovation is significantly shortened.
In the procurement field, functions such as AI one-click price comparison and bulk market trend prediction, combined with the support of a digital platform, ensure the stability of the supply chain while helping to achieve a 10% cost reduction goal.
On the server side, the intelligent agents cover scenarios such as consultation, task assignment, and terminal empowerment, resulting in a 18% reduction in the number of problem consultations within the system, and a 99.5% problem resolution rate for 30,000 terminal personnel, with a 50% increase in service efficiency.
The deep integration of AI and digitalization is becoming a powerful driver for the profit growth of Haier Home Appliances.
II. 430 million users drive revenue growth, achieving a double success in both high-end positioning and repeat purchases.
Digitalization not only reduces costs but also boosts revenues. Through the accumulation of user assets and precise operations, Haier Home Appliances has achieved continuous improvement in growth quality. By 2025, the platform has accumulated 430 million users, a year-on-year increase of 20%. This massive user base has become the core reservoir for revenue growth.
With AI-driven precise marketing, the intelligent conversion efficiency of hit scripts has increased by 10 times, and the model recommendation in stores has boosted industry efficiency by 90%, confirming the profitability of digital operations. In the high-end market, Casadyi achieved synchronous growth through all-round digital transformation, becoming an important engine for revenue growth.
Meanwhile, the implementation of the user full life cycle experience management platform has increased the problem handling efficiency by 30.2%. The excellent user experience has continuously driven up the repeat purchase rate, forming a virtuous cycle of "user growth - experience optimization - revenue increase". Haier Home Appliances has transformed user assets into sustainable revenue growth.
III. Overseas e-commerce increased by 124%, digitalization supporting the global scale expansion
The combination of a unified digital foundation and localized operations has enabled Haier Home Appliances' global expansion to shift from "single-point breakthrough" to "scale replication", breaking through the ceiling of long-term growth. Relying on 5 data centers, 6 network centers and 12,000 cloud hosts, Haier Home Appliances' digital capabilities have covered 76 countries, laying the foundation for global business collaboration.
In the European market, through the GIMS (Global Integrated Management System) full-process budget and expense management system, the entire R&D project process can be traced, and digitalization of procurement has directly reduced costs by 7%. In Southeast Asia, the digital process has connected 11 core areas of overseas factories, establishing a replicable operational model. After the digital stores were implemented in the Middle East and Africa region, 100% of the core scenarios for direct sales personnel were brought onto the platform, and retail sales increased by 7% year-on-year.
What is particularly remarkable is that the overseas e-commerce business has achieved explosive growth under the impetus of digitalization, with a year-on-year sales increase of as high as 124%, becoming a new engine for global growth.
Meanwhile, digitalization has provided a solid foundation for the implementation of ESG goals. The proportion of carbon source digitalization integration exceeds 80%, and the efficiency of carbon emission management has increased by 72%. This has enabled the company to become the first enterprise among the leading players in the home appliance industry to announce a carbon neutrality target for 2050. This not only reduces compliance risks in cross-border operations but also aligns with the global trend of sustainable investment. Haier Home Appliances has broken through geographical barriers through digitalization and achieved synchronous expansion of scale and value.
Summary:
From the perspective of industry trends, AI has shifted from being an "optional" choice to a "necessary" factor for the survival and development of enterprises. The AI revolution will undoubtedly widen the gap between countries and enterprises, just as Musk said, "an ultrasonic tsunami".
The practice of Haier Home Appliances has demonstrated that the value of digitalization and AI can be truly implemented and turned into tangible results such as cost reduction, revenue increase, and expansion of scale. Looking ahead to 2026, the strengthening of the platform-based technology foundation, the deep integration of AI and business, and the deepening of global integrated operations will continue to drive the implementation of these values.
For investors, the digital transformation of Haier Home Appliances is a crucial guarantee for the enterprise to navigate through industry cycles and achieve long-term value growth. It also constitutes an investment logic that combines certainty and growth potential.
