店员向北京商报记者表示，智能化产品正逐渐受到越来越多的消费者关注，基本每天都会有消费者来店 里咨询、体验。元旦期间店里的智能家电销售额有所增长，很多消费者是奔着全屋智能解决方案来的。 事实上，不仅仅是全屋智能，智能安防产品也同样受到消费者关注。智能门锁、智能摄像头等成为热门 产品。消费者马先生表示，家里一直想换一副智能门锁，之前是指纹锁，有的时候手里提东西或者门锁 指纹识别部分有异物的时候，就会识别失败。想来看看带人脸识别和远程操控的新智能门锁。 全域产业创新研究院发布的《2026年跨年夜消费数据研究报告》显示，智能家居市场在2026年跨年夜呈 现强劲增长。IDC预计，2026年中国智能家居市场出货量将突破3亿台，智能安防、智能照明、智能家 电等核心品类持续主导市场。 2026年元旦假期，家居消费市场的智能化变革趋势愈发鲜明。北京商报记者走访红星美凯龙、居然之家 等主流家居卖场发现，搭载人工智能物联网技术的智能家居产品已成为消费核心，从全屋智能联动系统 到智能安防照明设备，各类智能产品前都围满了驻足体验的消费者，智能消费正从趋势逐渐走向主流。 业内人士表示，当前消费市场的一个核心变化在于，人工智能正从一种"效 ...

一条超越硬件单品内卷的全新路径。 当城市浸入夜色，窗外的灯火次第亮起。当你回到家门口时，门锁自动识别人脸并开门，同时玄关的灯光也会自动亮起，智能音响会自动播放音乐并用悦耳 的声音播报"欢迎回家"，智能摄像头也为了保护你的隐私自动关闭。 室温已调节至最舒适的24度，随着身影走向沙发，客厅的主灯光线随即变得柔和而集中，遮光窗帘无声地滑向中间闭合，客厅正中央的超薄智慧屏无声点 亮，画面正停在昨晚未看完的电影界面。 华为鸿蒙智家智慧客厅 这并非科技展厅中的未来构想，而是越来越多中国家庭正在经历的现实日常。在这一切流畅体验的背后，鸿蒙操作系统如同"家的灵魂"，精准调度着每个细 节；而灯光、家电、影音等数十种鸿蒙生态设备，则在其协同下有序运作，共同构筑起完整而智能的生活场景。 2025年6月，在华为开发者大会上，华为终端BG董事长余承东正式宣布 "华为智选" 品牌全面升级为 "鸿蒙智选"，其背后是华为对鸿蒙硬件生态战略进行的 一次关键校准与聚焦。 此次升级，聚焦于鸿蒙操作系统与全场景生态，深度锚定场景体验的打磨与升级，向业界传递鸿蒙智选更开放、更利他的生态共建决心。同时，这也是一次 产品战略的升维，在原有聚焦鸿蒙智联技术 ...

具体看，2024年，北京建霖智家科技有限公司成立，是建霖家居旗下专注智能家居场景化解决方案与 AI技术研发的全资子公司，目前已开发初代家居智能体，具备跨品牌、跨系统设备互联互通能力，优 先切入系统卫生间与康养场景等构建开放的智能家居生态平台。 2025年4月，建霖家居人工智能研究院成立，作为该公司AI技术中枢，负责底层技术攻关与跨场景赋 能，形成"AI预研-技术开发-产品生产-场景交付"闭环，支撑该公司智能化转型与新业务拓展。 陈岱桦表示，公司持续坚持以科技驱动公司产业升级与转型。在工艺技术革新方面，以自动化和机器人 应用为核心，推动生产流程智能化，显著降低人力成本，提升效率和精准度。在产品技术升级，特别是 国内市场，智能家居领域融合AI技术，实现市场需求精准匹配，并聚焦康养场景创新，结合AI和智能 技术打造智能卫生间系列产品，以B2B模式切入康养市场，探索科技与健康养老的新结合点。 业内人士认为，此次建霖家居与节卡机器人战略合作也是布局智能家居生态、推进智能制造升级的关键 一步，未来，随着双方推进各项合作落地，有望构建"智能家居+智能制造+康养场景的机器人解决方 案"深度融合的产业新生态，开启AI机器人在智 ...

（文章来源：每日经济新闻） 江海证券指出，扫地机器人行业的未来竞争维度将突破单一产品层面，转向生态构建与服务能力的综合 角逐，能够推动扫地机器人与智能家居生态深度融合的企业更易构筑长期壁垒。高层优化"两新"政策， 明年"国补"或将延续，今年以旧换新政策带动家电销售显著，细分领域家电以旧换新规模达12844万 台。中国家用空调市场延续低迷，内销同比下降39.8%，出口下降25.6%，主要受国补退坡、海外库存 高企及高基数影响，呈现双降格局。长期仍看好空调行业在新兴市场的增长，短期行业处于调整周期， 内销排产压力持续。政策延续有望进一步撬动上下游产业协同发展。 家电ETF（159996）跟踪的是家用电器指数（930697），该指数从沪深市场中选取涉及空调、冰箱、洗 衣机等家电产品制造与销售的上市公司证券作为指数样本，以反映家用电器行业相关上市公司证券的整 体表现和市场趋势。该指数具有较强的消费属性和周期性特征，能够较为全面地体现家电行业的整体发 展状况。 ...

Core Viewpoint - Xilinmen Furniture Co., Ltd. is changing its name to Xilinmen Healthy Sleep Technology Co., Ltd. to align with its strategic development in the sleep technology sector, marking a significant brand transformation from a traditional furniture manufacturer to a technology-driven sleep solution provider [1][5][6]. Company Strategy and Transformation - The name change reflects the company's commitment to "dedicating to human health sleep" and aims to enhance brand recognition and premium positioning in the market [6][15]. - Xilinmen has invested heavily in sleep technology, holding 2,376 valid patents, including 73 invention patents, and has developed core technologies such as flexible air bags and intelligent monitoring systems [1][12]. - The company has established a proprietary 5G industrial internet platform and has been recognized as an advanced intelligent factory in Zhejiang Province [1][14]. Market Context and Growth Potential - The Chinese sleep economy market has grown from 261.63 billion yuan in 2016 to 495.58 billion yuan in 2023, with projections to reach 658.68 billion yuan by 2027, indicating a significant growth opportunity [7]. - Increasing consumer awareness of sleep quality is driving demand for smart sleep products that incorporate features like intelligent monitoring and personalized adjustments [8][15]. Product Innovation and Development - Xilinmen's product range has expanded from traditional soft furniture to include smart sleep products, with electric smart home products accounting for over 3% of revenue in the first three quarters of 2025 [12]. - The company has successfully upgraded its core technology modules, enabling dynamic adjustment of mattress firmness and intelligent adaptation to sleep environments [12][15]. - The Aise Baobao brand has achieved the highest L4 level certification for smart mattresses, showcasing the company's leadership in the smart sleep product category [4][13]. Industry Trends and Future Outlook - The sleep industry is transitioning into a technology-driven phase, characterized by product intelligence, data-driven services, and ecosystem integration [15]. - Xilinmen is positioned to lead this transformation by leveraging data to enhance user engagement and create continuous value-added services, thereby redefining sleep as a measurable and manageable health metric [15].

造车成功的小米，下一个战略方向会不会是人形机器人？ 近日，雷军接受《北京日报》采访时释放要做机器人的讯号，称"未来5年小米工厂要被人形机器人占领， 家庭才是终极战场。" 雷军从不打无准备之仗，这次公开发声进军机器人赛道也是"兵马未动粮草先行"，早已对机器人布局进行谋划。前特斯拉Optimus灵巧手研究负责人卢泽 宇高调加入小米，就已经说明雷军对机器人早有布局。 2025年11月26日，卢泽宇在个人社交平台正式宣布加入小米。担任小米机器人灵巧手负责人，直接向小米机器人总裁办公室汇报。 作为前特斯拉Optimus灵巧手团队核心成员，新加坡国立大学机器人学博士卢泽宇，研究方向为机电一体化、触觉感知与灵巧操作，曾在清华大学、约翰 斯·霍普金斯大学参与科研实习，技术功底扎实。在特斯拉工作期间深度参与从触觉传感器、灵巧抓取算法到 "触觉皮肤"硬件设计的全链条研发。主导开 发了Optimus实现轻捏鸡蛋不碎、稳拧矿泉水瓶盖等精细操作的核心手部模块。参与早期 "触觉皮肤"原型设计，融合柔性电子与多模态传感。覆盖底层硬 件（PCBA布局、模拟/数字电路）到上层控制算法的跨层能力。是机器人领域的精英人才。 加入小米的第二天，卢泽 ...

Core Viewpoint - The first Global Intelligent Machinery and Electronic Products Expo (AIE) in Zhuhai showcased Midea's vision for the future of smart home ecosystems, indicating a shift from basic functionality to integrated ecosystems and data fusion in the smart home market [1] Group 1: Midea's Smart Home Strategy - Midea presented two distinct yet complementary smart living "operating systems" at the expo: one targeting high-end users with AI HOME and the other focusing on broader accessibility with Smart for Joy [2][3] - The AI HOME system, centered around the COLMO brand, offers comprehensive smart home solutions, emphasizing user experience through autonomous learning and proactive service [3][5] - The Smart for Joy initiative aims to engage younger consumers by simplifying smart home technology, making it more accessible and user-friendly [6][8] Group 2: Market Positioning and Revenue Potential - Midea's high-end offerings are designed to enhance brand value and profitability by providing expensive, integrated smart home solutions to affluent customers, creating high switching costs and ongoing revenue opportunities [5] - The broader strategy aims to expand Midea's user base and cultivate an ecosystem, leveraging lightweight products to increase smart appliance penetration [8] Group 3: Strategic Partnerships and Data Integration - Midea's collaboration with BYD to create a "people-car-home" smart ecosystem represents a significant strategic advancement, integrating data and control between smart appliances and vehicles [10][12] - This partnership is expected to generate a powerful "data flywheel," enhancing user experience and enabling personalized smart services through continuous data flow [12][13] - The collaboration also opens avenues for innovative service models, such as energy and health management, transitioning Midea from hardware sales to ongoing service and data monetization [12][13] Group 4: Future Outlook - Midea's presentation at AIE signals a profound transformation in its business model, focusing on the potential for service monetization and the unique advantages of cross-scenario data assets [15] - The company's ability to define new living paradigms and convert them into reality will be crucial for its long-term value and market positioning [15]

证券日报网讯12月3日，瑞德智能（301135）在互动平台回答投资者提问时表示，公司正积极关注并布 局人形机器人等前沿领域与智能家居生态的协同发展。通过自主研发高精度控制模组、低延时通信及场 景化算法，公司已为"移动爱家桌面机器人"提供了核心智能控制器，并实现了与添可、小米生态链企业 等合作的炒菜机器人等产品的量产突破。同时，公司与高校开展战略合作，以强化技术储备。在低空经 济方面，相关技术与产品尚处于前期研发阶段。未来，公司将结合市场需求，通过技术升级与战略合 作，推动从单品智能向场景智能的跨越。 ...

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, targeting significant optimization of the supply structure by 2027, with the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1][2]. Group 1: Key Consumption Fields - The three trillion-level consumption fields identified include elderly products, smart connected vehicles, and consumer electronics [4]. - The elderly products market is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3%, highlighting the importance of the silver economy [4]. Group 2: Emerging Consumption Hotspots - The ten hundred-billion-level consumption hotspots encompass baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing, all showing strong growth momentum and development potential [4]. - The rise of health-conscious living and the concept of national fitness have led to increased demand for outdoor products and fitness equipment, while the IP economy aligns with the consumption preferences of younger demographics, driving the popularity of trendy toy products globally [4]. Group 3: Strategic Focus - The plan emphasizes supply-side structural reforms, accelerating brand leadership, standard upgrades, and the application of new technologies to stimulate the multiplier effect and structural dividends of China's vast domestic market [1][3]. - The multi-faceted and layered approach to consumption hotspots is expected to significantly enhance the resilience and vitality of the domestic consumption market, providing solid support for the construction of a new development pattern [3].

Core Insights - The article discusses the implementation plan approved by the State Council to enhance the adaptability of consumer goods supply and demand, aiming for significant optimization of the supply structure by 2027, with the creation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots [1][2]. Group 1: Key Consumption Areas - The three trillion-level consumption fields identified include elderly products, smart connected vehicles, and consumer electronics. The market for elderly products is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [2]. - The ten hundred-billion-level consumption hotspots encompass baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food and supplies, civilian drones, trendy toys, jewelry, and national trend clothing. These areas are showing strong growth momentum and significant development potential [2]. Group 2: Market Trends and Opportunities - The article highlights the dual approach of "stock optimization" and "incremental creation" to stimulate consumption. Stock optimization focuses on enhancing product quality and cultural elements, while incremental creation targets new products and services for emerging demographics and needs, such as smart home ecosystems and solutions for the aging population [1][2]. - The diversification and vitality of the consumption market are emphasized, with trends like health living and fitness driving demand for outdoor and fitness products, and the IP economy appealing to younger consumers through trendy products [2].