-- 受美国和中国大陆市场需求压力以及营收下滑的影响，海尔智能家居（上海证券交易所代码：600690，香港证券交易所代码：6690）第一季度归属于母公司股东的净利润下降15%。 这家总部位于中国青岛的家电制造商第一季度净利润从去年同期的54.9亿元人民币降至46.5亿元人民币。 根据周二提交给上海证券交易所的文件，每股收益从0.59元人民币下降15%至0.50元人民币。 根据周一提交给香港交易所的文件，2026年前三个月，海尔智能家居的盈利能力面临压力，尤其是在北美地区。受暴风雪等极端天气以及美国总统特朗普加征关税的影响，北美地区的营业利润下降了10%。 这家家电制造商在提交的文件中表示，已加强对其庞大的供暖、通风和空调（HVAC）业务的整合。 杰富瑞（Jefferies）周一发布的研究报告显示，该公司营收同比下降6.9%至737亿元人民币，低于市场预期的8%至10%的降幅。 在国内市场，营收下滑主要归因于家电零售额下降6.2%，与杰富瑞的预期一致。 受北美市场压力影响，海外整体营收下滑3.2%。 欧洲制冷产品销售额小幅增长1.3%，而南亚和东南亚地区的营收分别增长17%和12%。 运营成本从725亿元人民币降至684亿元人民币。 该公司还启动了一项计划，旨在成为“以用户为中心的平台型技术生态系统企业”，同时拓展暖通空调业务，强化国内模式，并打造海外品牌。 杰富瑞重申对海尔香港和上海股票的“持有”评级。 该投资银行预计，到2026年，海尔每股收益将同比下降14%，原因是中国市场需求在3月至第二季度走弱，下半年将出现复苏。 该银行在3月份的另一份报告中指出，美国市场需求在2026年也将持续面临压力。
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