行业深刻变革之下 惠达卫浴如何重构行业价值竞争新逻辑？

Core Insights - The home furnishing industry is experiencing a shift from "scale expansion" to "value creation," particularly in the bathroom sector, which is a core category of home furnishings [1][3] - Huida Sanitary Ware presented its strategic vision at the 2026 National Dealer Conference, focusing on strategic elevation, aesthetic scenarios, and ecological integration [1][3] Strategic Elevation - The bathroom industry is undergoing unprecedented structural changes, with competition evolving from single products to integrated, scenario-based "whole bathroom solutions" due to policy changes and rising consumer expectations [3] - Future competition will focus on "professional depth, technological research and development, supply chain collaboration, and user experience," rather than mere scale expansion [5] Aesthetic Empowerment - Huida Sanitary Ware's collaboration with fashion media "Rayli" aims to redefine the value competition in the industry by launching the "Oriental Aesthetics" bathroom space scenario series [7][11] - The partnership will integrate Huida's product technology with Rayli's aesthetic design, creating a new bathroom experience that combines functionality, aesthetics, and emotional engagement [11] Intelligent Ecosystem Integration - Huida and Midea signed a strategic cooperation agreement to align with the trend of "home appliance integration" in the bathroom industry, leveraging Huida's customization capabilities and Midea's expertise in smart control and IoT technology [15][18] - This collaboration marks a significant milestone in Huida's transition from "smart products" to building an "intelligent ecosystem," aiming to provide a seamless and health-oriented living space for users [18][20] Industry Transformation - The shift from "scale expansion" to "value creation" is a profound change for the industry, with 2026 expected to be a pivotal year for Chinese companies transitioning from market followers to industry leaders [7] - Huida's proactive approach to change and its commitment to creating value for customers set a new benchmark for the industry, potentially leading to high-quality development across the bathroom sector [20]