老板电器2025：寻找扣动厨电行业“iPhone时刻”的扳机

Core Insights - The kitchen appliance industry is at a pivotal moment, akin to the smartphone revolution initiated by the iPhone in 2007, but has yet to experience its own transformative breakthrough [1][2] - The current competition in the kitchen appliance market remains focused on hardware specifications rather than innovative applications of AI technology [2][16] - The complexity of cooking, especially in Chinese cuisine, presents significant challenges for AI integration, as it requires understanding individual preferences and experiences [4][5] Industry Trends - The kitchen appliance market in China saw a retail sales growth of 6.1% in the first half of 2025, driven by government subsidies, but faced a downturn during the "Double Eleven" shopping festival with significant declines in sales for various appliance categories [11][13] - A new wave of government policies aimed at boosting domestic consumption is expected to stabilize the kitchen appliance market in 2026, moving away from the fluctuations experienced in 2025 [15][18] Company Developments - Robam Appliances is attempting to redefine kitchen appliances by introducing the "Shishen" AI cooking model, which aims to transform traditional appliances into interactive partners rather than mere tools [6][19] - The "Shishen" model has been developed with a comprehensive knowledge base and has already seen significant user engagement, with over 600,000 users and a 30% increase in monthly active users in the third quarter [25][27] - Robam Appliances has established several research institutes to support ongoing AI development, positioning itself as a leader in the kitchen appliance sector [19][23] Consumer Engagement - The shift towards AI in kitchen appliances is changing the consumer experience from a one-time purchase to a long-term interactive relationship, enhancing user satisfaction and engagement [20][22] - The integration of AI allows for personalized cooking experiences, enabling users to recreate complex recipes and fostering a deeper emotional connection with cooking [20][30] - Robam's approach combines technology with cultural insights, aiming to redefine the kitchen as a space for creativity and emotional connection rather than just a functional area [31]