The Future of Smart Home Appliances in 2025
A few years ago, I mentioned buying Xiaomi. Xiaomi has a strong smart home ecosystem that can capture significant market share, and indeed, its stock has risen substantially (unfortunately, I lacked direct access to buy it, so I only picked up some related funds to make a modest profit). Even now, Xiaomi remains a consumer brand worth buying.
Turning to this article, Haier is another brand worth considering. Haier's current valuation seems reasonable. According to the analysis in the article, Haier has done a good job with globalization—nearly 50% of its revenue now comes from overseas markets, and future growth will largely be driven by these international operations. This has been a consistent thesis over the years. Haier's布局 in the home appliance sector is relatively comprehensive, with a solid smart home ecosystem, product variety, and quality. It's viewed as a leading Chinese appliance exporter, and it also maintains a roughly 5% annual dividend yield. Overall, it's a solid consumer brand. For a full analysis, see the original article.