Core Viewpoint - Alibaba and Haier Group have signed a comprehensive strategic cooperation agreement focusing on AI collaboration to accelerate industrial AI innovation and development [1][2]. Group 1: AI Collaboration - The strategic cooperation will focus on AI + cloud, e-commerce, and globalization, exploring new paths for industrial AI transformation [2]. - In the AI + cloud sector, the collaboration will involve a full-stack AI partnership, creating industry-level models around smart homes and intelligent manufacturing [5]. - The partnership aims to build an overall AI service system, integrating Haier's industrial internet platform capabilities with Alibaba's computing power [5]. Group 2: E-commerce and Globalization - The collaboration will deepen cooperation in domestic and overseas consumer sectors, leveraging Haier's industrial strengths and Alibaba's overseas e-commerce system [5]. - Haier and Alibaba will jointly create a resilient heterogeneous computing power platform to provide stable cloud services globally, supporting Haier's expansion in Southeast Asia [5]. Group 3: Industry Trends - Alibaba has signed strategic cooperation agreements with multiple industry leaders in AI and computing fields this year, aiming for deep application and innovation in key scenarios [8]. - The application of AI, especially large models, is experiencing rapid growth across various industries, with significant usage in internet and consumer electronics sectors [8][9]. - AI's utility in scenarios is primarily reflected in four aspects: enhanced experience, new product creation, efficiency improvement, and "AI for Science" [9].

Core Insights - Haier Group and Alibaba Group have signed a comprehensive strategic cooperation agreement to achieve full-scale AI collaboration [1][3] - The partnership aims to leverage Haier's ecosystem and Alibaba's AI capabilities to accelerate innovation in the digital industry [1][3] Group 1: AI and Cloud Collaboration - The collaboration will focus on a full-stack AI partnership in the AI + Cloud sector, developing industry-level models for smart homes and intelligent manufacturing [3] - The partnership will integrate Haier's industrial internet platform capabilities with Alibaba's computing power to drive breakthroughs in AI technology and application innovation in manufacturing [3] Group 2: E-commerce and Globalization - In the e-commerce sector, the two companies will enhance cooperation in domestic and overseas consumer markets, creating a cross-industry and cross-regional digital ecosystem [3] - Haier and Alibaba will build a resilient heterogeneous computing power platform and a highly available architecture for global cloud services, supporting Haier's expansion in key overseas markets like Southeast Asia [3] Group 3: Leadership Statements - Haier's CEO emphasized the synergy between Alibaba's digital technology and Haier's focus on smart living, health, and digital economy, marking a significant exploration of the integration between the real and digital economies [3] - Alibaba's CEO expressed the intention to leverage its strengths in AI and cloud computing to promote deep applications and innovations in the industry alongside Haier's extensive industrial practices [4]

Core Viewpoint - Haier Air Conditioning is innovating user experience by allowing customers to directly test air conditioning products in a real-life setting, enhancing decision-making for purchases during the Double 11 shopping festival [1][3]. Group 1: User Experience Innovation - Haier's new approach includes a "thousand-person testing event" where users can experience air conditioning features firsthand, moving beyond traditional parameter comparisons [1][3]. - The event showcases Haier's commitment to user experience, with a 31% year-on-year increase in all-channel sales from January to September, surpassing the total net income for 2024 within just nine months [3]. Group 2: Product Features and Technology - The air conditioning units feature advanced AI technology, such as the "Comfort Wind" that adjusts airflow based on user proximity and breathing patterns, ensuring a comfortable experience [4]. - The "Lazy Person Key" on the Leader AI air conditioner automates air quality management and energy-saving functions, potentially saving users 295 kWh of electricity annually, translating to nearly 200 yuan in cost savings [6]. - The Casarte air conditioner offers a unique design with minimal visible air vents, providing a new experience where users feel airflow without seeing the source [8]. - The Haier Warm Sun Pro central air conditioning system is designed to operate efficiently in extreme cold, maintaining heating performance at temperatures as low as -35°C while also being energy efficient [10]. Group 3: Promotional Strategies - During the Double 11 event, Haier is offering multiple incentives, including government subsidies, a 10-year warranty, interactive rewards, and discount coupons, making it easier for users to purchase their products [12]. - The testing event serves as a direct reference for consumers, allowing them to make informed decisions based on personal experience, while also promoting transparency and enhancing user experience in the industry [12].

Core Insights - Haier Group and Alibaba Group signed a comprehensive strategic cooperation agreement on October 11, focusing on AI collaboration to enhance industrial innovation and development [1] Group 1 - The partnership aims to leverage Haier's full ecological layout and Alibaba's full-stack AI capabilities [1] - The collaboration is expected to accelerate the development of a new digital industry ecosystem [1] - The agreement emphasizes the importance of AI innovation in the industrial sector [1]

Core Insights - Haier Group and Alibaba Group have signed a comprehensive strategic cooperation agreement focusing on AI collaboration, aiming to explore new paths for industrial AI transformation [1][2] - The partnership will leverage Alibaba's digital technology advantages and Haier's expertise in smart living, health, and digital economy, creating a high-quality smart living experience for global users [1][2] AI and Cloud Collaboration - The collaboration will involve a full-stack AI partnership in the AI+cloud domain, focusing on smart home and intelligent manufacturing scenarios to build industry-level models and deepen AI applications [2] - Both companies will integrate Haier's industrial internet platform capabilities with Alibaba's computing power to advance AI technology breakthroughs and application innovations in manufacturing and services [2] E-commerce and Globalization - The partnership aims to enhance cooperation in domestic and overseas consumer sectors, utilizing Haier's industrial strengths and Alibaba's overseas e-commerce system to create a cross-industry, cross-region digital ecosystem [2] - Haier and Alibaba will establish a resilient heterogeneous computing power platform and a high-availability architecture globally, supporting Haier's development in key overseas markets like Southeast Asia [2] Strategic Partnerships with Other Companies - Alibaba has been collaborating with various companies, including BMW, China Mobile, China Unicom, and China Telecom, to build a new AI industry ecosystem based on cloud, computing power, and large models [3][4] - These partnerships signify a new phase of strategic cooperation, focusing on advanced technologies such as AI large models and intelligent voice interaction [3]

中国基金报记者 曹雯璟 10 月 13 日，记者从阿里巴巴处获悉，海尔集团与阿里巴巴集团近日签署全面战略合作协 议，达成全面 AI 合作。根据协议，海尔集团与阿里巴巴的战略合作将聚焦 AI+ 云、电商、全 球化等核心领域，为产业 AI 转型探索新路径。 【导读】海尔与阿里巴巴战略签约，聚焦 AI+ 云、电商、全球化合作 照片来源：阿里巴巴 海尔集团董事局主席、首席执行官周云杰表示，阿里巴巴在数字技术与生态布局上的优势， 与海尔深耕智慧住居、大健康、数字经济三大赛道的实践高度契合。此次合作不仅是双方的 强强联合，更是实体经济与数字经济深度融合的重要探索，将为全球用户创造更高品质的智 慧生活体验。 阿里巴巴集团首席执行官吴泳铭表示，阿里巴巴希望发挥自身在 AI 与云计算方面的优势，结 合海尔深厚的产业实践，共同推动 AI 技术在产业的深度应用与前沿创新。 海尔集团与阿里巴巴签署全面战略合作协议 共建数字产业新生态 10 月 11 日，海尔集团与阿里巴巴集团签署全面战略合作协议，达成全面 AI 合作。据了 解，双方将充分发挥海尔的全生态布局与阿里巴巴的全栈 AI 能力优势，共建数字产业新生 态，加速产业 AI 创新 ...

Core Viewpoint - Haier Group and Ant Group have signed a comprehensive strategic cooperation agreement to explore future smart living scenarios and experiences in areas such as digital payment, healthcare services, and vehicle-home connectivity [1]. Group 1: Digital Payment Services - The collaboration will focus on enhancing digital payment services by integrating Ant Group's payment technology and risk control systems into Haier's digital cash register and offline retail channels, aiming to optimize user experience and overall efficiency [2]. - Both companies will work on improving payment and repayment service experiences, including innovative payment options like Huabei installment services to meet the needs of a broader user base [2]. Group 2: Smart Healthcare Services - Ant Group's AI health application AQ has served over 140 million users, providing various AI services and connecting nearly one million real doctors and over 5,000 hospitals [3]. - The partnership will leverage Haier's medical service resources to enhance patient experience through AI technology deployment in medical consultations, smart diagnosis, payment, and health management, aiming to improve treatment efficiency and service quality [3]. Group 3: Vehicle-Home Connectivity - Ant Group's Alipay has served over 300 million car owners, covering nine travel scenarios and over 100 travel services [4]. - The collaboration will explore innovative models for vehicle-home connectivity by combining strengths in traffic and content ecosystems, whole vehicle sales, and smart green travel, creating a more personalized smart travel experience for users [4]. Group 4: Empowering the Home Appliance Industry - The partnership will focus on integrating Ant Group's mobile intelligent products with Haier's app development and AI exploration, enhancing risk control and marketing in Haier's consumer finance sector [5]. - Both companies will collaborate on building a trusted data space for the home appliance industry using blockchain and privacy computing, and expand their cooperation on key business scenarios to maximize the technological value of OceanBase [5]. - Haier's CEO emphasized the importance of integrating the advantages of the real economy and digital economy to create greater user and commercial value through resource integration and complementary strengths [5].

Core Viewpoint - Haier Group and Ant Group have signed a comprehensive strategic cooperation agreement to explore future smart living scenarios and experiences in areas such as digital payment, healthcare services, and vehicle-home connectivity [1] Group 1: Digital Payment Services - The collaboration will focus on enhancing digital payment services by integrating Ant Group's payment technology and risk control systems into Haier Group's digital cash register and offline retail channels, aiming to optimize user experience and overall efficiency [2] - Both companies will work on improving payment and repayment service experiences, including innovative payment options like Huabei installment services to meet the needs of a broader user base [2] Group 2: Smart Healthcare Services - Ant Group has developed AI health applications that serve over 140 million users, providing various AI services and connecting nearly one million real doctors and over 5,000 hospitals [3] - The partnership will leverage Haier Group's medical service resources to enhance patient experience through AI technology deployment in medical services, exploring smart specialty diagnosis, high-end medical insurance payments, and integrated health management solutions [3] Group 3: Vehicle-Home Connectivity - Ant Group's Alipay has served over 300 million car owners, covering nine travel scenarios and over 100 travel services, while Haier Group's Auto Home is a leading online service platform for car consumers in China [4] - The collaboration will explore innovative models for vehicle-home connectivity by leveraging both companies' strengths in traffic and content ecosystem cooperation, vehicle sales, and smart and green travel [4] Group 4: Empowering the Home Appliance Industry - The partnership will focus on integrating Ant Group's mobile intelligent products to support Haier's app development and AI exploration, enhancing risk control and marketing in Haier's consumer finance sector [5] - Both companies will expand their collaboration on OceanBase to meet Haier's key business system and global cross-cloud deployment needs, exploring the fusion of AI, databases, and multi-cloud infrastructure [5] - Haier Group's CEO emphasized the importance of integrating the advantages of the real economy and digital economy to create greater user and commercial value for high-quality industrial development [5]

Core Insights - Haier Air Conditioning launched its "Double 11 Renewal Festival" on October 12, showcasing AI innovations and creating an immersive experience for users to validate the technology [1][10] - The company reported a 31% year-on-year increase in total channel sales from January to September, surpassing its projected annual net revenue for 2024 within just nine months [3] - The event emphasized user experience, transforming laboratory technology into practical solutions for consumers [3][10] Product Innovations - The "Kasa Di Ling Guang Ping" air conditioner features an industry-first flat hidden design, minimizing the visibility of air outlets while maintaining airflow, appealing to users focused on home aesthetics [3][6] - The "Tongshuai AI Lazy New Wind Air Conditioner" addresses common user pain points with a "one-click management" feature that automates five AI functions, saving approximately 295 kWh of electricity annually [4][5] - The "Haier Mai Lang Comfortable Wind Air Conditioner" incorporates "AI Eye" technology to track human presence and adjust airflow accordingly, enhancing user comfort and safety [6][10] - The "Haier Nuan Yang Pro Central Air Conditioning" is designed for extreme cold conditions, maintaining heating efficiency at temperatures as low as -35°C while achieving significant energy savings [8] User Engagement - The "thousand-person testing" initiative allows users to personally experience and validate the air conditioning products, shifting the focus from mere specifications to tangible comfort and safety [10] - The event aims to redefine air conditioning consumption by combining technology, user experience, and consumer rights, emphasizing that good air quality should be a palpable experience rather than just data on a specification sheet [10]

Core Viewpoint - Haier Group and Alibaba Group have signed a comprehensive strategic cooperation agreement to enhance AI collaboration, aiming to build a new digital industry ecosystem and accelerate AI innovation in the industry [1][3]. Group 1: Strategic Focus Areas - The strategic cooperation will focus on key areas such as AI + Cloud, e-commerce, and globalization, exploring new paths for industrial AI transformation [3]. - In the AI + Cloud sector, both companies will engage in a full-stack AI collaboration, developing industry-level models for smart homes and intelligent manufacturing, and deepening AI applications [3]. - In advanced manufacturing, the partnership will create a comprehensive AI service system integrating computing power, models, platforms, and applications, leveraging Haier's industrial internet capabilities and Alibaba's computing power expertise [3]. Group 2: E-commerce and Globalization - In the e-commerce domain, the collaboration will enhance cooperation in domestic and overseas consumer markets, utilizing Haier's industrial strengths and Alibaba's overseas e-commerce framework to build a cross-industry and cross-regional digital ecosystem [3]. - For globalization, Haier and Alibaba will establish a resilient heterogeneous computing power platform and a highly available architecture for cloud services globally, supporting Haier's development in key overseas markets like Southeast Asia [3]. Group 3: Leadership Insights - Haier's Chairman and CEO, Zhou Yunjie, emphasized that the collaboration aligns with both companies' strengths, merging physical and digital economies to enhance the quality of smart living experiences for global users [4]. - Alibaba's CEO, Wu Yongming, expressed the intention to leverage Alibaba's advantages in AI and cloud computing, combined with Haier's industry practices, to promote deep applications and innovations in AI technology [4].