2025年中国智能家居行业综述：万亿市场驱动，全屋智能下沉与AI生态重构

Investment Rating - The report indicates a positive investment outlook for the smart home industry, highlighting significant growth potential driven by technological advancements and consumer demand [7][25][26]. Core Insights - The smart home industry in China is rapidly evolving from single-device intelligence to a comprehensive smart home ecosystem, with an expected increase in AI penetration rates [25][26]. - The market is projected to reach a scale of 10,364 billion RMB by 2024, with a year-on-year growth of 13.6%, driven by policies, technology, and consumer upgrades [26]. - The integration of IoT and AI technologies is reshaping service models across various sectors, including smart hotels, real estate, and elderly care [42][44]. Market Size - The Chinese smart home market is experiencing rapid growth, transitioning from single product intelligence to a full-home smart ecosystem, with an estimated market size of 10,364 billion RMB in 2024 [25][26]. - The market is expected to grow at a CAGR of 18.2% from 2020 to 2024 and 6.8% from 2025 to 2029 [25]. Product Analysis - The smart home market shows significant urban-level differentiation, with first-tier cities leading in penetration rates at 83.02%, driven by high-income demographics and digital infrastructure [30]. - The demand for smart home products is increasing, with vacuum robots being the most sought-after item, reflecting a shift towards cleaning and energy management solutions [30][31]. Application Prospects - Smart home technologies are penetrating various fields, including smart hotels, real estate, elderly care, and office environments, enhancing service models through intelligent integration [42][44]. - The report highlights innovative applications such as pet health management and sleep environment control, indicating a broadening scope for smart home technologies [46]. Industry Development Trends - The smart home industry is transitioning from device connectivity to spatial intelligence, focusing on seamless interaction and privacy security [39][40]. - There is a growing emphasis on personalized and health-oriented experiences, with consumers seeking deeper engagement with smart home solutions [39][40]. Policy Support - Chinese policies are promoting the smart home industry through various support systems aimed at technological innovation, market expansion, and industry integration [48][49]. - Key policies include initiatives for green and intelligent consumption, standardization of interoperability, and support for AI technology integration [48][49].