家电智能化，迈入“合纵连横”时代

Core Insights - The article discusses the recent strategic cooperation between Haier Group and Alibaba Group, focusing on AI collaboration to build a new digital industry ecosystem [2][8] - The increasing frequency of collaborations among major players in the home appliance industry is driven by the need for product development and ecosystem construction amid digitalization and globalization [3][10] Industry Trends - The home appliance industry is experiencing a shift from incremental expansion to stock competition, with significant market declines observed in 2020 and 2022 [4][7] - The introduction of the "trade-in" policy in 2024 is expected to shift the market focus from scale expansion to value reconstruction, emphasizing high-value segments like R&D and services [7][11] Strategic Collaborations - Major companies are forming partnerships to address challenges in product development and ecosystem building, with a focus on AI, advanced manufacturing, e-commerce, and globalization [8][9] - Collaborations extend beyond product upgrades to include B2B operations, infrastructure, and global market expansion, enhancing competitiveness and operational efficiency [9][10] Ecosystem Competition - The competition in the home appliance sector is evolving from individual brand competition to ecosystem-based competition, driven by consumer demand for integrated smart home solutions [12][13] - The emergence of AI and large models is transforming the competitive landscape, shifting focus from hardware to integrated smart home experiences [13][14] Future Outlook - The future of competition will center around open, collaborative, and intelligent ecosystems that create higher user value, rather than just manufacturing excellence [14]