厨电下半场拼“价值”！华帝发布人事公告，立足长远发展

Core Insights - The key to breaking through in the fiercely competitive kitchen appliance market is increasingly focused on precise insights into user needs [1] - Vatti, a leading high-end kitchen appliance brand, has successfully differentiated itself by deeply understanding the core pain point of "cleanliness" and positioning itself with a "fashionable scientific kitchen appliance" strategy [1][3] - The competition in the kitchen appliance market has evolved beyond mere parameter battles to a new stage that emphasizes understanding deep user needs and providing systematic value [1][4] Company Strategy - Vatti has anchored its "Clean Kitchen" strategy around three dimensions: "product cleanliness, spatial cleanliness, and sensory cleanliness," leading to innovative products that address user "cleanliness anxiety" [3] - Notable products include a beauty bath water heater with "high transparency active skin technology," a range hood with fifth-generation self-cleaning technology, and a dishwasher utilizing "dual square full-domain washing" technology [3] - Vatti's gross margin increased to 43.29% in the first three quarters of 2025, demonstrating the effectiveness of its strategic focus [3] Organizational Execution - Effective organizational execution is crucial for success, with the recent appointment of Han Wei as Vice President and future CEO being a strategic personnel move for Vatti [3][4] - Han Wei has extensive experience in the home appliance industry and has held various significant positions within Vatti, indicating a strong internal leadership capability [3] Market Outlook - The adjustment at Vatti suggests that the next phase of competition in the kitchen appliance industry will involve a dual focus on "precise user insights" and "efficient organizational operations" [4] - Vatti is expected to further solidify its differentiated advantage in the high-end kitchen appliance market, providing a viable path for the industry to shift from "price wars" to "value wars" and "efficiency wars" [4]