Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The report highlights the potential growth of the smart sleep market driven by AI technology, particularly focusing on smart mattresses that utilize big data and sensors to enhance sleep quality [5][26] - The smart mattress market in China is expected to grow from 1.47 billion yuan in 2017 to 3.99 billion yuan by 2026, with a CAGR of 11.73% [5][29] - Major companies in the smart mattress sector, such as Mousse and Qushui Technology, are investing significantly in R&D and production capabilities to capture market share [5][33][39] Summary by Sections Weekly Topic: AI Technology Empowering the Sleep Economy - Smart mattresses are designed to collect user data through embedded sensors, analyze sleep quality, and adjust firmness accordingly to improve sleep [5][26] - The industry chain for smart mattresses in China is mature, with upstream suppliers providing materials and components, while manufacturers operate mainly under OEM models [5][27] Weekly Market Review - From March 3 to March 7, 2025, the Shanghai Composite Index rose by 1.56%, while the light industry manufacturing sector increased by 1.34% [6][42] - The textile and apparel sector also saw a rise of 1.42% during the same period [6][42] Key Data Tracking - Real estate data indicates a significant increase in property transactions, with a 40.01% month-on-month rise in the transaction area of commercial housing in major cities [9][47] - The smart home industry in China generated revenues of 195.7 billion yuan in 2023, with a year-on-year growth of 24.49% [5][29] Industry News - Companies like Mousse have invested over 1.5 billion yuan in digital sleep industry bases since 2015, focusing on innovative smart mattress products [5][33] - Qushui Technology is leveraging its partnership with Xiaomi to enhance its smart home product offerings [5][39]