卫浴行业智能化发展走深走实

Core Insights - The article highlights the shift in consumer demand towards quality, health, and green intelligent products in the home goods sector, particularly in the smart toilet industry, driven by government policies and consumer preferences [1][2]. Company Insights - Hengjie has observed two significant trends in smart toilet consumption: an expanding consumer base from first-tier cities to lower-tier markets and a diversification of usage scenarios beyond just master bathrooms [2]. - The current penetration rate of smart toilets in China is around 10%, with a projected 15% year-on-year growth in the configuration rate for smart toilets in the 2024 renovation market [2]. - Hengjie has increased its R&D investments to capture these trends, exemplified by the innovative design of the Hengjie N8S smart toilet, which features a water-saving design and low-noise flushing technology [2][3]. - Hengjie has launched multiple smart benchmark products, including the N8S and R9, achieving sales growth and market share increases in key segments [3]. Industry Insights - The light industry is undergoing a transformation towards digitalization and green development, with a reported revenue of 5.4 trillion yuan and a profit exceeding 300 billion yuan in the first quarter, reflecting a year-on-year growth of 4.8% and 1.4% respectively [9]. - The digitalization and smart production rates in the light industry are above the manufacturing average, with 77% of companies using digital design tools and 70% engaging in industrial e-commerce [10]. - The light industry is focusing on green manufacturing, with 1,041 green factories established, representing 20% of the national total, and 147 companies engaged in green supply chain management, accounting for 25% of the national total [10].