Core Insights - The 2025 Guangzhou Design Week successfully concluded, featuring 18 exhibition halls and attracting over 450,000 professional visitors, with designers making up over 60% of attendees, reinforcing its status as a "home for designers" and an "industry trend barometer" [1][8] - The event's theme "Dear" focused on humanistic care, exploring the emotional connection between people and their living spaces through various dimensions, from spatial aesthetics to technological applications [1][8] Company Strategy - Vatti has recognized the transformation of kitchens into multifunctional spaces that serve as social centers for families, moving beyond mere cooking functions to become areas for emotional connection and memory creation [3][11] - The company has introduced the concept of "New Chinese Fashion Health Living," redefining kitchens as spaces that integrate aesthetics, modern technology, and health principles, aligning with contemporary family needs for emotional connection and quality living [3][11] Product Innovations - Vatti's VCOO smart management system utilizes hardware, software, and AI data to provide services in cooking, cleaning, and health management, making the kitchen a proactive and intelligent space [5][13] - The steam and baking integrated machine retains 94% of anthocyanins during cooking and achieves a 90.6% reduction in oil content, setting new standards for healthy cooking [5][13] - Vatti's range hood features PM2.5 detection, automatically adjusting suction power during cooking and continuing to monitor air quality when the home is unoccupied, enhancing respiratory health [5][13] Design Philosophy - The "white technology" and "clean fashion" approach has led to the development of fully integrated kitchen appliances that seamlessly blend with cabinetry, creating a visually appealing and calming environment [6][14] - The design week emphasized that good design and innovation ultimately serve human needs, focusing on the warmth and emotional connections in daily life [11][16]

Core Insights - The kitchen is evolving into a significant space for lifestyle and social interaction, with embedded kitchen appliances seeing a sales increase of over 120% in certain regions during the recent holiday period [1] - The market for embedded kitchen appliances is growing, with their share in bundled orders rising from 28% in 2024 to 35% in 2025 [1] Group 1: Industry Trends - The trend of "everything can be embedded" is gaining momentum, reflecting a shift in consumer preferences towards aesthetic integration in home design [1] - The emergence of hidden range hoods is transforming kitchen experiences, with brands like Vatti leading the charge in promoting a new aesthetic for embedded kitchens [1][4] Group 2: Consumer Pain Points - Traditional range hoods are increasingly seen as problematic, particularly in small kitchens where they occupy valuable overhead space, leading to a cramped cooking environment [3] - 80% of Chinese households have kitchens smaller than 6 square meters, and 78% of users report that traditional range hoods create a sense of spatial oppression [3] Group 3: Product Innovation - Vatti's "full hidden zero embedded" range hood addresses these pain points with a design that seamlessly integrates into cabinetry, enhancing the overall aesthetic of the kitchen [4][6] - The range hood features a powerful suction capacity of 35m³/min, effectively managing smoke and odors even during high-heat cooking [6] Group 4: Health and Maintenance Features - The new oxygen function in Vatti's range hood improves air quality by monitoring PM2.5 levels and activating purification when necessary [8] - Vatti's fifth-generation surf washing technology allows for deep cleaning of the range hood, addressing common maintenance issues and extending the product's lifespan [8] Group 5: Market Positioning - Vatti's commitment to a "clean kitchen" and "new Chinese stylish health" philosophy aligns with the evolving consumer focus on quality, aesthetics, and health in kitchen appliances [8] - The brand's innovative approach and dedication to quality are crucial in a competitive market landscape [8]

Core Insights - The young consumer group is becoming the core driving force in the home appliance market, with a significant shift in their consumption concepts towards aesthetics and smart functionality [1][6] - The demand for smart home appliances is surging, with AI-equipped major appliances expected to see a 47% year-on-year sales increase in 2024, and the 25-35 age group contributing 42% of smart appliance sales [1][4] Group 1: Consumer Trends - Young consumers prioritize not only the functionality of home appliances but also their aesthetic appeal and integration into lifestyle scenarios [1][3] - The "smartness" of appliances significantly influences purchasing decisions, with 68% of young consumers valuing the level of intelligence in their buying choices [1][4] Group 2: Product Innovations by Vatti - Vatti has introduced products that align with young consumers' preferences, such as the S66 ultra-thin range hood, which features a sleek design that enhances kitchen aesthetics and functionality [3][4] - The AG glass material used in Vatti's cooktops offers a luxurious appearance while being easy to clean, catering to the convenience sought by younger consumers [3][4] Group 3: Smart Features - Vatti's smoke and stove set includes intelligent features like automatic activation of the range hood when cooking begins, enhancing user convenience [4][9] - The new smoke machine also incorporates PM2.5 detection to monitor air quality, addressing health concerns for consumers [4][9] Group 4: Market Positioning - Vatti is positioning itself uniquely in the crowded kitchen appliance market by focusing on a "new Chinese fashion health" value proposition, appealing to the detailed lifestyle quality demands of the Z generation [7][9] - The introduction of the "skin-care" water heater reflects Vatti's commitment to innovation, providing a product that not only supplies hot water but also offers skin benefits, thus elevating the consumer experience [7][9] Group 5: Future Directions - Vatti aims to continue its focus on understanding young consumer needs, enhancing product development and innovation to create aesthetically pleasing, intelligent, and meaningful home appliances [9][10]

Group 1 - The cultural program "Gongchu Shangshi" has rapidly gained popularity, achieving 66 trending topics and over 300 million total reads across social media platforms [1][5] - The show features renowned screenwriter Yu Zheng as the host, who invites celebrities to recreate imperial cuisine from the Tang and Ming dynasties, showcasing the richness of ancient culinary culture [3][5] - The program has significantly boosted the user base for the producer, Vatti, with a 1118% increase in new users, particularly attracting Gen Z and young town residents [1][5] Group 2 - The show addresses the "parameter dilemma" in kitchen appliance products, where consumers are overwhelmed by similar functionalities and are now seeking emotional satisfaction and personalized experiences [6][10] - Vatti has successfully integrated modern technology with traditional culinary practices, exemplified by the use of their products to recreate complex ancient dishes in a fraction of the time [6][8] - The company's "clean kitchen" system enhances user experience by optimizing sensory interactions and maintaining a clean cooking environment, aligning with modern aesthetic and functional demands [8][10] Group 3 - Vatti is committed to promoting a "new Chinese stylish and healthy lifestyle," launching various products that combine traditional culture with modern design and technology [10][11] - The company has hosted events in historical cities to deepen the connection between Chinese culture and its products, showcasing innovations that meet the evolving needs of young consumers [10][11] - Vatti's approach serves as a valuable reference for other brands, emphasizing the importance of understanding consumer needs and avoiding homogenization in the market [10][11]

Core Insights - The global economic landscape is undergoing significant changes, with challenges such as de-globalization, industrial decoupling, and increasing trade barriers impacting various industries, including the kitchen and bathroom sector [1] - The kitchen and bathroom industry is expected to see a retail sales growth of 3.9% year-on-year in the first half of 2025, indicating a shift from rapid growth to a more gradual "stair-step" growth model [1] - Long-termism is emerging as a key consensus among leading companies across industries, with firms like Huawei and BYD exemplifying this approach through sustained investment in foundational research and technology [1] Company Focus - Vatti, a leading high-end kitchen appliance brand in China, has embedded "long-termism" into its development strategy, emphasizing user needs, innovation, and differentiated value [1] - Over the past 33 years, Vatti has focused on research and innovation, achieving 4,416 patent technologies by the end of 2024, which strengthens its long-term development foundation [4] - Vatti has pioneered safety innovations in kitchen appliances, such as the ion flame-out protection technology, and has improved energy efficiency with its energy-efficient combustion technology, achieving a thermal efficiency of 84% [4] Product Innovation - Vatti has developed 543 patented technologies under its "Good Cleaning" strategy, creating a three-tier "clean" system that enhances kitchen experience by making cleaning easier and integrating appliances into home spaces [5] - The company launched the "Beauty Skin" water heater in 2025, utilizing self-developed high-activity water technology to provide deep cleaning and hydration, marking a significant advancement in the water heater industry [6] Market Positioning - Vatti has established a strong presence in the high-end kitchen appliance market, capturing nearly 45% of the online market share for range hoods in China from January to April 2025 [9] - The company has positioned itself as a high-end smart kitchen appliance brand, launching innovative products like the voice-controlled range hood and award-winning cooking stoves, enhancing its premium image [9] - Vatti actively engages younger consumers through modern marketing strategies, including collaborations with popular media and cultural events, to promote a new Chinese culinary lifestyle [12][11] Financial Performance - Vatti achieved growth in both revenue and net profit in 2024, contributing to the upward momentum of the kitchen appliance industry as it transitions into a "stair-step" growth phase [12]