Midea Group(SZ:000333) Cai Fu Zai Xian·2025-03-25 10:05Core Viewpoint - Midea and Huawei are collaborating to reshape the smart home experience through the HarmonyOS ecosystem, aiming to create a comprehensive "human-vehicle-home" interconnected environment as the smart home and smart vehicle markets rapidly grow [1][11]. Market Trends - The smart home market in China is projected to reach 784.8 billion yuan in 2024 and exceed 800 billion yuan in 2025 [1]. - The penetration rate of new energy vehicles in China is expected to rebound to 54.1% by March 2025 [1]. Technological Collaboration - Midea has fully adapted its product line to the HarmonyOS since 2021, enabling seamless device connectivity through Huawei's NFC technology [3]. - The collaboration has evolved to enhance user experience, transitioning from passive responses to proactive sensing, exemplified by Midea's air conditioning system that adjusts airflow based on user positioning [3][5]. Standardization Efforts - Midea and Huawei are advancing the standardization process in the smart home sector by co-authoring the "Huawei HarmonyOS Smart Home Ventilation Gateway White Paper," which sets technical standards for smart ventilation device connectivity [6][7]. - Midea's split air conditioning system serves as a benchmark for this standardization, allowing users to optimize indoor air quality through integrated control of ventilation and air monitoring devices [7]. Ecosystem Development - The partnership aims to create an open ecosystem, enhancing the user experience through AI technologies and deepening collaboration across various sectors [10][11]. - Midea is integrating AI models to improve user interaction and energy efficiency in its air conditioning products, focusing on user habits and environmental conditions [10]. - The collaboration includes mutual channel access, with Midea introducing Huawei's products in its smart home stores and Huawei facilitating Midea's sales channels [10]. Future Outlook - The "human-vehicle-home" ecosystem exemplifies a model for the industry, with Midea expected to deepen partnerships and enhance the smart home service chain, driving high-quality development in the sector [13].