ROBAM(SZ:002508) 21世纪经济报道·2025-10-31 15:19Core Viewpoint - The article highlights the resilience and growth of Boss Electric in the kitchen appliance market despite a challenging environment, driven by digital transformation and innovative AI applications in their products [1][2]. Financial Performance - In Q3 2025, Boss Electric reported a revenue of 2.7 billion yuan, a year-on-year increase of 1.4%, and a net profit of 446 million yuan, up 0.6% year-on-year [1]. - The overall kitchen appliance market experienced a decline, with a 18.7% drop in retail sales in September, yet Boss Electric managed to achieve growth in revenue and profit [1]. Digital Transformation - Boss Electric is focusing on digital transformation, shifting from a "selling products" model to a "selling products + services" model, which emphasizes data asset accumulation and digital product development [2][3]. - The company has achieved a 55% year-on-year increase in digital kitchen appliance sales, indicating a successful adaptation to market changes [1]. Data and AI Integration - Boss Electric has established itself as a leader in data ownership within the kitchen appliance industry, holding seven data property registration certificates and being the first to achieve a comprehensive data rights model [3]. - The company has applied advanced technologies such as OCR recognition and natural language processing in its "Shishen" AI cooking model, enhancing user experience and product functionality [7][12]. User Engagement and Community Building - The "Shishen" AI model has attracted over 6 million users, with a 30% increase in monthly active users in Q3 compared to the first half of the year [7]. - Boss Electric is building a community around its products, integrating user-generated content and personalized experiences to enhance brand loyalty and engagement [12][14]. Long-term Brand Strategy - The company aims to create a holistic cooking solution that transcends traditional appliance functions, focusing on user experience and cultural engagement [8][10]. - By establishing a Culinary Humanities Research Institute, Boss Electric is bridging technology and culinary culture, fostering a deeper connection with consumers [12][13].