格隆汇12月19日｜《山东省人工智能终端创新发展行动方案》近日发布，其中提出，智能家电方面，依 托青岛国家级智能家电先进制造业集群，支持行业企业以电视机、冰箱、空调等优势家电为主导，积极 布局家庭服务机器人等具身智能产品，深度融合大模型技术，提升产品复杂环境感知、动态场景适配、 智能决策控制、语音情感交互等核心功能。以大型家电为基础支撑、新兴终端为智慧枢纽，加速推动产 品从功能单品向互联网器升级、从单一场景向全域生态模式跨越，增强多元化全屋智能解决方案供给能 力。 ...

人民财讯12月19日电，《山东省人工智能终端创新发展行动方案》近日发布，其中提出，智能家电方 面，依托青岛国家级智能家电先进制造业集群，支持行业企业以电视机、冰箱、空调等优势家电为主 导，积极布局家庭服务机器人等具身智能产品，深度融合大模型技术，提升产品复杂环境感知、动态场 景适配、智能决策控制、语音情感交互等核心功能。以大型家电为基础支撑、新兴终端为智慧枢纽，加 速推动产品从功能单品向互联网器升级、从单一场景向全域生态模式跨越，增强多元化全屋智能解决方 案供给能力。 ...

申万宏源发布研报称，维持小米集团-W(01810)"买入"评级，25Q3业绩略超预期，和以前的存储周期相 比，具备比竞争对手更强的韧性，主因高端化战略初见成效，人车家全生态形成的业务结构更为均衡， 产品结构高端化潜力尚未充分释放，后续催化上行因素带来叙事反转。 IoT方面 端侧AI落地，推进家电加速出海。25Q3收入276亿元，毛利率23.9%，YoY+3.2pct/QoQ+1.4pct，主因产 品结构优化。此外国补退坡属于阶段性影响，已在公司的预判范围内，不会影响长期的高端化和出海方 向。9月发布Xiaomi-MiMoAudio语音开源大模型；11月发布智能家居未来探索方案Xiaomi Miloco，使用 MiMo+VLMiloco端侧视觉大模型，赋能全屋智能的"感知+理解+执行"能力。看好后续出海动能，维持 26-27年收入增速预测14%/9%。 互联网服务与EV 小米集团25Q3业绩略超预期。营业收入1131亿元(预期1125亿)，YoY+22%/QoQ2%，主因互联网服务和 电动汽车业务收入超预期。经调整净利润113亿(预期100亿)，YoY+81%/QoQ+4%。公司已连续三季站稳 千亿营收、22% ...

你最近一次打开电视机是什么时候？看春晚？追苏超？ 猛然发现，那个全家守在电视机前的年代，早已一去不复返，纵使刚刚过去的双十一狂欢，头部电视品牌无一例外交出了一份充满寒气的成绩单… 八大品牌集体遇冷！ 今年11月，因包含了'史上最早启动、最长周期'的双十一大促而被一众电视巨头寄予出货厚望，然后现实却冰冷地扇了大家一巴掌：当月出货约322万 台，较上年同期大跌15.7%！ 图：连续13个月中国电视市场品牌出货月度走势，数据：RUNTO，单万：万台，% 据RUNTO（洛图科技）统计数据显示，2025年11月，中国电视市场品牌整机出货量约322万台，环比10月略微下降，同比去年11月，大幅下滑了15.7个百 分点，行业下行压力进一步凸显。 其中"10月6日至11月16日"的双十一大促周期，电视市场全渠道零售量同比大幅下降19.6%，零售额更暴跌22.1%，此番'量价双杀'的局面，让电商狂欢节 的促销以史无前例的失效方式呈现。 包括海信、TCL、小米、创维、长虹、海尔、康佳、华为，以及含子品牌的出货量市占率在95%以上，总量约308万台，同比下滑13.9%，也即中国电视市 场前八大主力品牌近乎全线下跌。 小米（包含红米 ...

Core Viewpoint - The Shenzhen government has launched an action plan to promote the development of the whole-house smart application industry, aiming to establish Shenzhen as a leading city in this sector by 2028, with a focus on innovation and smart city construction [1][4]. Group 1: Industry Development - Nearly 40 A-share listed companies are leading the whole-house smart industry chain, with significant contributions from companies like Huawei, Green米联创, and 欧瑞博 [2]. - Shenzhen has established a relatively complete whole-house smart industry chain, covering key areas such as connection protocols, smart hosts, and sensor devices [2]. - In 2023, Shenzhen has installed over 17,000 whole-house smart systems across 13 residential projects, with plans for 9 pilot projects in 2024 covering over 900,000 square meters [2][3]. Group 2: Action Plan Goals - The action plan sets two major milestones: by the end of 2026, the core competitiveness of the whole-house smart industry will be enhanced, and by the end of 2028, the industry ecosystem will mature, establishing Shenzhen as a pioneer city in this field [4][5]. - The plan outlines three core tasks: strengthening technological capabilities, enhancing high-quality industrial development, and improving multi-scenario application levels [5]. Group 3: Technological and Application Innovations - The whole-house smart monitoring and control system aims to create a "safety net," providing real-time alerts for water leaks and gas leaks, enhancing home safety for the elderly [3]. - The "1+2+N" modular architecture of Huawei's Harmony Smart Home solution is being implemented in various projects, promoting comprehensive smart home solutions [3]. - The second batch of pilot projects for whole-house smart applications is set for 2025, covering various building types and aiming for nearly 1 million square meters of application area [3].

证券日报网讯12月8日，格力电器（000651）在互动平台回答投资者提问时表示，目前公司智能家居服 务平台"格力＋"APP已接入格力全系空调、环境电器、厨电冰洗等家电产品以及第三方光照、安全、娱 乐等智能产品，支持用户通过语音交互、房间分区管理等功能实现设备管理和便捷控制操作，满足全屋 智能需求。格力+APP已适配鸿蒙系统，并已与天猫、京东等主流生态平台达成合作，双向赋能构建稳 定可靠的万物互联技术底座。未来，公司将继续加快公司环境电器、厨电冰洗等产品的市场推广，持续 完善全屋智能生态布局。 ...

将小孩子放到洗衣机洗澡，过去是存在新闻中的恶作剧，但如今可能要成为现实了。日本Science公司早前在世博会关西展会首次展出的「未来人类洗澡 机」，近期计划在东京丰岛区专售店展出，并提供试体验服务。 （图源：Chosun） Science展出的「未来人类洗澡机」让体验者完成从洗澡到烘干的全过程，只需十五分钟，这一过程还会通过背部的传感器收集用户健康数据，给出分析和 洗澡模式的建议等。虽然这听起来更像是一台给人类使用的洗衣机，但这也的确让我们距离全自动洗澡更近了一步。 4万人抢着体验，AI洗澡机到底有何魅力？ Science放出公开招募体验者消息后，短时间内便涌入4万名消费者报名体验。 事实上，能吸引到如此多好奇的消费者，还是与这款产品的设计概念有关。Science的AI洗澡机像是一台被简化过的"个人护理舱"，外形如一个超大号胶 囊，它并不是我们常见的淋浴系统，而是一个封闭式的空间。 用户进入到舱内，所有的操作都会交由机器自动执行。设备内部布置了多组喷头和空气循环模块，系统会根据体温、皮肤湿度、水流接触面积等传感器数 据，自动给出清洁程序。程序上，目前只有洗、冲、烘三个步骤，全程不需要用户调整角度、开关水龙头， ...

Core Insights - The smart home industry is entering a rapid development phase, with China's smart home market expected to reach approximately 784.8 billion yuan in 2024 and surpass 800 billion yuan in 2025 [1] Group 1: Industry Development - The Ministry of Industry and Information Technology and five other departments have launched a plan to enhance the adaptability of consumer goods supply and demand, designating smart home technology as a new area for development [1] - The focus is on transitioning from smart individual products to a fully integrated smart home experience, promoting an immersive, proactive, and interconnected lifestyle [1] Group 2: Technological Advancements - Current smart home products are evolving towards autonomous control through "perception + reasoning, decision-making + execution," integrating new technologies such as large models, cloud services, and artificial intelligence [2] - The complete supply chain in China's smart home industry, from upstream components to downstream platform services, provides robust support for meeting both domestic and global market demands [3] Group 3: Market Potential - Despite the smart home industry entering a phase of large-scale adoption, over 60% of users lack a systematic understanding of whole-home smart solutions, indicating significant market potential [5] - The future of smart home technology is expected to enhance proactive intelligence and service experiences, expanding into areas such as elderly care, personal health management, and energy management [5]

Core Viewpoint - The smart home industry is entering a rapid development phase, driven by advancements in big data, cloud computing, and artificial intelligence, leading to a projected market size of approximately 784.8 billion yuan in 2024 and expected to exceed 800 billion yuan in 2025 [1] Group 1: Industry Development - The Ministry of Industry and Information Technology, along with five other departments, has introduced a plan to enhance the adaptability of consumer goods supply and demand, positioning smart home technology as a new growth area [1] - The transition from smart individual products to whole-home smart solutions aims to create an immersive, proactive, and interconnected smart living experience [1] Group 2: Technological Advancements - Current smart home products are evolving towards autonomous control through "perception + reasoning, decision-making + execution," integrating new technologies like large models into the smart home process [2] - The Huawei HarmonyOS smart home solution exemplifies this trend by actively monitoring air quality and automatically adjusting systems to maintain optimal conditions [2] Group 3: Market Potential - The complete supply chain in China's smart home industry supports robust production capabilities, meeting both domestic and global market demands [3] - Despite the growing popularity of whole-home smart solutions, over 60% of users lack systematic understanding, and 80% have not established clear purchasing pathways, indicating significant untapped market potential [3] - Future advancements in smart home technology are expected to enhance user experience through seamless integration of hardware, software, and services, focusing on areas like elderly care and energy management [3]

Core Insights - The 2026 Beijing International Consumer Electronics Expo will take place from June 10 to 12, 2026, focusing on "full-scenario technology coverage, empowering global outbound" [2] - The expo will feature eight core exhibition areas, covering smart home, whole-home intelligence, low-altitude economy, artificial intelligence, outdoor intelligence, and pet technology, creating a comprehensive display platform for the consumer electronics industry [2][3] - The event aims to facilitate global resource linkage and international market expansion for participating companies [2] Exhibition Areas - The smart home area will showcase innovations in smart lighting, security, and kitchen products, addressing consumer needs for convenience in home life [2] - The whole-home intelligence area will highlight system integration and collaborative interaction, demonstrating an immersive smart living experience through unified control [2] - The low-altitude economy area will feature electric vertical takeoff and landing vehicles, drones, and low-altitude traffic management systems, exploring commercial applications in low-altitude travel and logistics [3] - The artificial intelligence area will focus on AI model deployment, multimodal interaction, and smart algorithms, showcasing products like AI smartphones and intelligent driving assistance systems [3] - The outdoor intelligence area will include portable energy storage, smart sports equipment, and environmental monitoring devices for outdoor activities [3] - The pet technology area will present smart wearables and health monitoring devices for pets, catering to the trend of refined pet care [3] Market Opportunities - The expo will provide a platform for 36,000 paid professional visitors and over 50 international purchasing groups, enabling efficient connections between exhibitors and global market demands [4] - The global consumer electronics market reached $1.2 trillion in 2025, with the Asia-Pacific region accounting for over 40%, indicating significant growth potential for participating companies [4] - The organizing committee is optimizing exhibition area functions and service systems to enhance synergy and resource aggregation, supporting companies in technology exchange, business cooperation, and brand internationalization [4]