Midea Group(SZ:000333) 第一财经·2025-11-02 02:33Core Viewpoint - Midea Group is advancing its embodied intelligence strategy, focusing on the development of household robots capable of performing tasks such as folding laundry and enhancing smart home interactions [3][5]. Group 1: Household Intelligence - Midea's research emphasizes the development of household robots that can handle tasks like laundry and food storage, with a current focus on achieving high completion rates for single tasks before expanding capabilities [5][6]. - The new smart appliance interaction system will clarify user intentions, enhancing the collaboration between multiple intelligent agents [3][5]. Group 2: Factory Intelligence - Midea is building a "factory brain" to control various embodied intelligent terminals, including humanoid robots and AI glasses, aiming to create economic value beyond emotional support [5][6]. - The establishment of a humanoid robot innovation center indicates Midea's commitment to developing advanced humanoid robots for practical applications in factories [5][6]. Group 3: Industry Intelligence - Midea's AI Research Institute supports a wide range of industries, including building technology, KUKA robotics, and healthcare, with plans to develop large models for various applications [6]. - The timeline for household robots, such as those capable of folding clothes, is projected to mature in laboratories over the next two to three years, with commercial viability requiring further integration with different business units [6][7].