海尔中德滚筒互联工厂是全球首个5G+MEC全连接智能工厂。 （资料图片） 当清晨的阳光唤醒窗帘，音箱便自动播报天气情况；厨房里的烤箱已经根据早餐食材开始预热；与此同时， 咖啡机已自动磨好一杯香气四溢的拿铁。这些曾经存在于科幻电影里的场景，如今已在AI的赋能下飞入寻常 百姓家。 当AI技术在"家"的命题上不断探索，人类与家务劳动的关系图谱不断被重塑——"无人家务"的时代已到来！ 尤其是在"无人家务"领域，随着模型参数规模不断扩大，数据质量不高、模型受限、技术瓶颈等问题愈加凸 显，成为行业亟须突破的难点、堵点。 首先是高质量数据获取问题。以防溢锅功能为例，看似简单的"给灶具装上眼睛"，背后需要极其庞杂的数据 采集和测试工作。许升介绍，仅为突破这一技术瓶颈，海尔投入近50人的专业团队，采购了100多种锅具和 300多种锅盖，通过不同组合方式构建测试场景。同时还需考虑灶具上锅具放置位置、厨房光线条件以及食材 特性等多重变量。没有高质量的数据基础，再先进的模型也难以实现精准识别和预警。 加速重塑家务场景 近日，达成13万台交付里程碑的海尔Leader懒人三筒洗衣机，堪称AI驱动家电行业创新的标杆案例。谈及这 款产品的诞 ...

Group 1 - The core viewpoint of the articles highlights the significant growth and market leadership of the company Casarte in the home appliance industry, driven by the integration of AI technology [1][3] - Casarte achieved a retail sales growth of over 20% year-on-year in the first half of the year, with a cumulative retail sales increase of 24% in July [1] - The company leads the high-end market, holding the top market share in premium segments for refrigerators, washing machines, and air conditioners, with year-on-year retail sales growth of 21% and 16.4% for refrigerators and washing machines priced above 10,000 yuan, respectively, and a remarkable 135% increase for air conditioners priced above 15,000 yuan [1] Group 2 - The AI technology implemented by Casarte includes features such as the "AI Eye," which can recognize 210 types of food and adjust storage conditions to maintain freshness [3] - The AI capabilities extend to kitchen appliances, where the smoke machine can monitor cooking and prevent overflow, while the steam oven can identify food types and quantities for one-button cooking [3] - The washing machine's AI technology offers features like anti-clogging and color protection, while the air conditioning system maintains a consistent indoor climate by monitoring five environmental factors [3]

Core Insights - The launch of the practical household robot "HIVA Haiwa" by Haier marks a significant step towards achieving the ideal of "unmanned household" services, focusing on practical applications in daily household tasks [1][7] - The robot is designed to handle core household areas such as cooking, cleaning, and laundry, providing a more efficient and enjoyable experience for users [1][4] Group 1: Technological Advancements - Haier is actively exploring the integration of robotics technology with household scenarios, focusing on breakthroughs in multi-modal perception, task understanding, and action generalization training [6] - The company has implemented AI gait algorithms and advanced navigation technologies in its products, showcasing its commitment to practical applications in household tasks [6] Group 2: Market Position and Strategy - Since 2021, Haier has intensified its investment in the household robotics sector, leveraging its smart home ecosystem to create comprehensive "unmanned household" living scenarios [7] - The company adheres to the principles of practicality, ease of use, and durability in product development, while avoiding unnecessary complexity and focusing on real user pain points [7] Group 3: Industry Impact - The introduction of "HIVA Haiwa" not only addresses core household pain points but also provides a replicable development path for the robotics industry, promoting a more mature ecosystem [9] - The vision of a smart home is evolving, emphasizing that technology should enhance human value rather than replace it, allowing individuals to spend more time with family and pursue personal interests [9]

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Viewpoints - The report emphasizes that Haier Smart Home is leveraging AI technology to enhance its strategic, product, and ecological frameworks, leading the industry towards a smart home future [2][3][10]. Strategic Aspects - AI is aiding the company in deepening digital transformation and improving operational efficiency, with a shift to online marketing, AI-driven service matching, and smart logistics reducing costs [11][13]. - The company has upgraded its R&D, manufacturing, and order systems using AI, resulting in a 20% reduction in R&D cycles, a 30% increase in production efficiency, and a 13% improvement in order response times [11][15][16]. Product Development - Haier is transitioning from "assisting with chores" to a vision of "unmanned chores," introducing the "AI Eye" series of appliances that autonomously manage cooking and laundry tasks [17][20]. - The "AI Eye" technology enables appliances to recognize and respond to user needs, enhancing user experience and operational efficiency [20][21]. Ecological Development - The "Smart Home Brain" has been upgraded to incorporate AI perception, voice, and visual capabilities, aiming to create a more intuitive home environment [36][38]. - The company is expanding its smart home solutions through its "Three Wings Bird" brand, which covers smart appliances, customized home solutions, and comprehensive home control [31][35]. Investment Recommendations - The report suggests that Haier Smart Home is well-positioned to capitalize on AI-driven opportunities, with projected net profits of 21.44 billion, 24.29 billion, and 26.76 billion yuan for 2025-2027, corresponding to P/E ratios of 11.5, 10.1, and 9.2 times [43].