Core Viewpoint - The article discusses the development of ChatVLA-2, a visual-language-action model with embodied reasoning capabilities, created through collaboration between Midea AI Research Institute and East China Normal University. This model integrates a dynamic mixture of experts architecture and a dual-stage training process to enhance its reasoning and action execution abilities [1][4]. Model Structure - ChatVLA-2 employs a mixture of experts (MoE) model architecture, allowing for dynamic selection of expert modules to focus on specific task features while capturing shared beneficial features across multiple tasks. This adaptive strategy ensures efficient allocation of computational resources [7]. Training Strategy - The training process consists of two phases: - The first phase activates open-world understanding and reasoning by co-training visual-language data with robotic action data, avoiding bias towards specific skills [13]. - The second phase refines the model's reasoning-following ability by freezing the visual-language model and only training the action experts, significantly enhancing the model's understanding and response to unseen reasoning scenarios [14][15]. Experimental Results - In experiments, ChatVLA-2 demonstrated superior capabilities in mathematical reasoning and spatial reasoning tasks: - In the mathematical matching game, it achieved a reasoning score of 6.0/6, a success rate of 11/13, and an OCR score of 3.58/4, with a math reasoning score of 1.73/2 and an overall success rate of 82.7% in open-world scenarios [19]. - In the toy placement task, it achieved a target recognition score of 0.94 and a manipulation success rate of 81.4%, outperforming similar methods in unfamiliar environments [21]. Conclusion - ChatVLA-2 represents a significant advancement in the field of robotics, providing a new approach to universal robot control by effectively translating reasoning outcomes into actions, thus paving the way for future research in complex scenarios and multimodal interactions [21].

Core Insights - Midea Group is undergoing a new round of transformation, focusing on self-disruption to face multiple challenges and aiming for global expansion through a diversified, technology-driven approach [1][2][3] Simplification for Growth - Midea Group's leadership has mandated a simplification of work processes, prohibiting practices such as using PPTs for internal communication and after-hours meetings, to enhance efficiency and reduce bureaucratic costs [2][3] - The company aims to streamline its operations by focusing on core business areas and discontinuing non-valuable product lines, reflecting a shift towards high-quality growth rather than mere expansion [3][4] Transition to B2B - Midea Group is actively seeking a second growth curve by balancing its B2C (business-to-consumer) and B2B (business-to-business) operations, with a long-term goal of achieving equal revenue from both segments [5][6] - In 2024, Midea's B2B revenue is projected to exceed 100 billion yuan, accounting for approximately 25% of total revenue [6] Global Expansion Strategy - Since 2024, Midea Group has adopted an OBM (Own Brand Manufacturing) strategy for international markets, with OBM revenue constituting 43% of its overseas smart home business [11][12] - The company aims for overseas revenue to reach or exceed 50% of total revenue, with 2024 overseas revenue projected at 169 billion yuan, representing 42% of total revenue [13] Innovation and R&D - Midea Group is focusing on leading innovation, with significant investments in R&D, totaling over 100 billion yuan over the past decade, and aims to enhance its technological capabilities [19] - The company has established a robust R&D framework, including 38 global R&D centers and over 23,000 R&D personnel, to drive advancements in key areas such as robotics and energy solutions [16][18] Conclusion - Midea Group's strategic initiatives reflect a comprehensive approach to navigating industry challenges, emphasizing simplification, diversification, global expansion, and innovation to secure its position as a leading player in the home appliance sector [1][5][19]

【环球网科技综合报道】7月15日，IPRdaily公布《2025年上半年全球智慧家庭发明专利排行榜（TOP 100）》。榜单显示，中国家电品牌在前五名 中占据三席，海尔智家、美的、格力纷纷上榜。 格力延续专业化发展路线，长期深耕于空调及相关制冷技术，通过在压缩机、电机、控制器等核心部件上的自主研发，并将这种专业化优势成功延 伸至智慧家庭场景中。 总的来说，IPRdaily这个榜单不仅仅是数数谁家专利多，而更像是一张全球科技公司智能创新的"实力地图"。这么多中国家电企业强势崛起，不仅 大幅提升了"中国智造"在全球科技圈的形象，未来也肯定会给全世界消费者带来更多、更好的中国智能家居产品。（古雨） 本次榜单最引人注目的，中国家电三巨头海尔智家、美的和格力集体亮相第一梯队。这充分说明，中国的家电企业，已经不只是"世界工厂"，而是 迈向了"创新强国"的行列。 再登榜首的海尔智家研发实力强大，已累计获得17次国家科技进步奖，位居行业第一，有200多项原创技术被行业模仿。以用户为中心、以原创科 技为驱动的研发模式，让其在智慧家庭领域持续领跑。 美的集团布局日益全面而多元化，不仅在传统的白色家电、厨电、小家电等领域保持优势， ...

卡位人形机器人赛道 美的集团（000333.SZ）副总裁兼智能家居事业群总裁王建国7月9日在轻工业百强企业新质发展产业大 会上演讲时透露，未来三年拟投入至少500亿元研发资金，重点布局AI大模型、新能源、机器人、具身 智能、健康医疗等前沿领域。 目前，美的自研工业人形机器人"美罗"已在美的荆州洗衣机工厂实习超过两个月，在做部件送检、设备 检测、补充润滑油、消防和设备巡检等尝试，下半年还将在一些门店部署。美的去年下半年加快推进人 形机器人研发，布局人形机器人核心部件，并在软件方面布局具身智能大小脑等技术。 美的集团中央研究院院长孙年祥7月2日在美的智慧楼宇TRUE大会上演讲时透露，美的集团中央研究院 的九大研究方向之一就是人形机器人，包括研究具身智能、家电机器人化；而其另一研究方向是机器 人，包括研究运控及安全技术、机电设计、精密传动和电机驱动；智能创新也是研究方向之一，包括研 究AI科学、视觉导航等。 而海尔集团董事局主席、首席执行官周云杰近日在夏季达沃斯论坛上表示，海尔已经布局了机器人产 业，既有工业机器人，也做家用机器人，未来可能发展人形机器人，海尔也会与宇树科技探讨合作交流 机会。他认为，人工智能技术的 ...

Core Insights - The air conditioning filter paper market in China is experiencing steady growth driven by urbanization and rising living standards, with market size expected to reach 10.355 billion yuan by 2024 [1][13] - The industry faced a decline in 2020 due to the COVID-19 pandemic, but has since rebounded significantly, surpassing 8 billion yuan in 2022 [1][13] - The market is characterized by technological innovation in filter materials and manufacturing processes, enhancing product performance and expanding application areas [1][9] Industry Overview - Air conditioning filter paper is essential for air filtration systems, effectively removing pollutants such as PM2.5 and harmful gases [3][10] - The industry has evolved through three stages: a nascent phase before 2000, rapid growth from 2000 to 2015, and a high-quality development phase from 2016 to present [5] - The current phase is marked by material innovation, functional integration, and smart technology applications [5][21] Market Dynamics - The air conditioning filter paper market is projected to grow from 8 billion yuan in 2022 to 10.355 billion yuan by 2024, driven by increased health awareness and consumption upgrades [1][13] - The production of air conditioning units in China is expected to rise from 178.6153 million units in 2017 to 265.984 million units by 2024, with a compound annual growth rate of 5.85% [10] Industry Structure - The industry features a diverse competitive landscape, with leading companies focusing on high-efficiency filter materials and forming strategic partnerships with major air conditioning manufacturers [15] - Key players include Chongqing Zaiseng Technology Co., Ltd., Hangzhou Special Paper Co., Ltd., and Shenyang Great Wall Filter Paperboard Co., Ltd., among others [15][16] Technological Barriers - The industry faces significant technological barriers in material research and production processes, requiring high levels of investment and expertise [21][24] - Environmental regulations are increasingly stringent, necessitating continuous improvements in production methods to reduce emissions [23][24] Future Trends - The industry is expected to focus on high-performance materials, smart technology integration, and environmentally friendly practices [25][26][27] - Innovations such as nanofiber materials and real-time monitoring capabilities are anticipated to enhance product efficiency and user experience [25][26]

Group 1 - The domestic air conditioning market has seen a shift in rankings, with Midea leading at 28.6% retail volume share, followed by Haier at 26.1%, and Gree dropping to third at 20.6%, marking Gree's first time out of the top two since 2019 [2] - Gree's decline in market share is directly linked to its strategic adjustments in offline channels, resulting in the closure of over 1,200 inefficient stores, leading to a 15% decrease in coverage in third and fourth-tier cities [2] - Gree's pricing strategy has not aligned with market demand changes, with an average price of 4,256 yuan, significantly higher than Midea's 3,658 yuan and Haier's 3,821 yuan, and only 11% of Gree's products priced below 3,000 yuan compared to Midea's 34% [2] Group 2 - The top three companies in the air conditioning market now hold a combined share of 75.3%, an increase of 4.2 percentage points from the previous year, driven by price wars and energy efficiency upgrades [3] - The online average price of air conditioners has decreased by 4.02% to 2,604 yuan, while Xiaomi has achieved both volume and price growth with a 10.27% increase in average price and a market share of 15.55% [3] - In contrast, the market share of Aux has dropped to 5.1%, with TCL and Changhong each holding less than 3% [3]

值得注意的是，由于往期需求量较低，东北地区常年处于空调产业供给端布局洼地：从产能来看，东三省中仅有辽宁保有每年 百万台左右的空调产量；从销售端来看，面对今年的销售热潮，多次出现断货、物流滞后等情况，本地安装、售后人员严重吃 紧。 这种短期的供需错配也一定程度上为市场发展带来隐患：大件家电的跨区域调货易导致物流成本攀升，压缩产品的利润空间； 同时产业链响应速度滞后，终端销售可能出现断货或溢价的情况，损害用户体验。 南方财经记者 吴立洋 21世纪经济报道记者 翁榕涛 上海、广州报道 今夏以来，一向因地处高纬度地区而较少受夏季炎热天气困扰的东北，迎来史上罕见的持续高温，沈阳、长春、哈尔滨等城市 连续出现30℃以上天气，部分地区打破历史同期纪录。 突如其来的酷暑，使得平均空调保有率均位于全国下游的东三省，成为市场增量的主要来源之一。奥维云网数据显示，6月23日 —29日、6月30日—7月6日两周，黑龙江省线下空调市场销售额分别同比增长817.68%和438%，吉林省线下空调销售额分别同比 增长128.76%和788.4%。 东北空调的销售热，不仅是"热夏"下的应急难题，更是气候变迁带来的特殊情形下，区域产销布局不匹配 ...

Group 1 - The core index of the A-share market showed mixed performance, with the China Securities Index Home Appliance Index rising by 1.1% to 11,365.58 points, with a trading volume of 20.297 billion yuan [1] - Over the past month, the China Securities Index Home Appliance Index has increased by 0.84%, and over the past three months, it has risen by 4.48%, while it has decreased by 0.27% year-to-date [1] - The index is designed to reflect the overall performance of different industry companies within the sample, categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten weighted stocks in the China Securities Index Home Appliance Index include Gree Electric Appliances (15.44%), Midea Group (14.89%), Haier Smart Home (12.88%), and others [1] - The market segments of the index holdings show that the Shenzhen Stock Exchange accounts for 64.26%, while the Shanghai Stock Exchange accounts for 35.74% [1] - The sample for the index is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] Group 3 - The entire sample of the index is categorized under consumer discretionary, with a 100% allocation [2] - Public funds tracking the home appliance index include various funds such as GF China Securities Index Home Appliance Link A, and others [2]

汽车热管理概念资金流入榜 截至7月14日收盘，汽车热管理概念上涨1.50%，位居概念板块涨幅第9，板块内，98股上涨，亚普股份 涨停，长盛轴承、恒帅股份、同星科技等涨幅居前，分别上涨11.13%、9.48%、7.56%。跌幅居前的有 美晨科技、湖南天雁、苏州天脉等，分别下跌3.52%、3.09%、2.42%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.87 | 短剧游戏 | -1.89 | | 减速器 | 2.25 | 信托概念 | -1.87 | | 超超临界发电 | 1.82 | 期货概念 | -1.83 | | 人形机器人 | 1.70 | 快手概念 | -1.60 | | 金属铅 | 1.68 | NFT概念 | -1.36 | | 有机硅概念 | 1.64 | Sora概念(文生视频) | -1.36 | | 工业母机 | 1.61 | Web3.0 | -1.31 | | 空气能热泵 | 1.55 | 互联网保险 | -1.24 | | 汽车热管理 | 1.50 | 中 ...

截至7月14日收盘，空气能热泵概念上涨1.55%，位居概念板块涨幅第8，板块内，42股上涨，新时达涨 停，泰福泵业、同星科技、申菱环境等涨幅居前，分别上涨7.62%、7.56%、5.08%。跌幅居前的有朗迪 集团、国中水务、顾地科技等，分别下跌1.58%、1.52%、0.60%。 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000333 | 美的集 团 | 0.86 | 0.34 | 10778.79 | 6.33 | | 000811 | 冰轮环 境 | 4.40 | 7.02 | 10407.72 | 13.39 | | 002050 | 三花智 控 | 0.47 | 1.60 | 6737.84 | 4.43 | | 000530 | 冰山冷 热 | 3.98 | 16.96 | 6121.18 | 8.91 | | 002527 | 新时达 | 10.03 | 11.19 | 5459.01 | 6.07 | ...