智能家居行业周刊：智能家居以旧换新热度延续，行业标准体系日趋完善

Investment Rating - The report does not explicitly provide an investment rating for the smart home industry. Core Insights - The smart home industry is experiencing a renewed interest in product upgrades and a more comprehensive industry standard system is being established. Various provinces are implementing policies to promote the replacement of old products with new smart home devices, which is expected to stimulate market demand and enhance consumer confidence [1][3][4]. Policy Developments - Sichuan Province has launched an action plan to promote the replacement of consumer goods, including smart home appliances, with subsidies for consumers purchasing new energy-efficient appliances [3][4]. - Hainan Province has issued a plan to encourage the replacement of home appliances and furniture, supporting promotional activities for these upgrades [7]. - Fuzhou has introduced measures to support large-scale equipment updates and promote new consumption patterns in smart home products [8]. - Zhoushan has initiated actions to encourage the replacement of home appliances and promote smart home upgrades through subsidies [9]. - Guangzhou's digital economy development plan aims to enhance the digital transformation of the smart home industry [10]. - Qingyuan is focusing on improving the standard system in the smart home sector through technological upgrades [11]. Industry Events - The first national standard for smart home technology applications has been initiated, aiming to address issues of standardization and interoperability in the industry [13]. - The "National Consumer Goods Replacement Action" has been launched in Tianjin, focusing on promoting smart home consumption [13]. - A significant investment of 800 million yuan has been made in a smart home customization project in Wuning County, expected to generate substantial economic benefits [20]. - A new project for producing 500,000 smart furniture units annually has been initiated in Louzhuang Town, with an investment of 200 million yuan [21]. Corporate Developments - Haier Smart Home has upgraded its old-for-new program, enhancing user engagement and convenience [17]. - Xiaomi is integrating its large language model into various products, including smart home devices [25]. - Huawei has launched new smart home solutions, focusing on AI and user experience enhancements [26]. - UIOT Super Smart Home has secured D-round financing from the French Legrand Group, indicating strong investor confidence in the smart home sector [27].