A2A(Agent - to - Agent)
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多家龙头企业逐鹿“人车家”生态新赛道
Zheng Quan Ri Bao Zhi Sheng· 2025-11-26 16:10
Core Insights - The "Human-Vehicle-Home" ecosystem is rapidly emerging, driven by advancements in 5G, AI, and IoT technologies, as well as increasing consumer demand for smart living [1][2] - Midea Group and BYD have signed a strategic cooperation agreement to integrate their strengths in smart vehicles, smart home appliances, and AIoT technologies, aiming to create a leading smart ecosystem [1][2] - Boston Consulting Group predicts that by 2030, the "Human-Vehicle-Home" ecosystem will account for 58% of the incremental smart market, becoming a key driver of future technological development [1] Industry Developments - The "Human-Vehicle-Home" ecosystem aims to seamlessly connect people, vehicles, and home environments, creating a super-intelligent ecosystem centered around user needs [2] - Midea Group and BYD's collaboration will involve integrating all BYD vehicle models with Midea's smart home products, focusing on AI innovation and standardizing technical interfaces and data protocols [2][5] - Other tech giants like Xiaomi and Huawei are also accelerating their involvement in the "Human-Vehicle-Home" ecosystem, with Xiaomi completing its ecosystem with the launch of the Xiaomi SU7 [3] Technological Innovations - Key technologies driving the "Human-Vehicle-Home" ecosystem include Ultra-Wideband (UWB) digital fusion technology and foundational operating system integration, which facilitate deep integration of various scenarios [4] - AI technology is becoming increasingly critical, with Midea developing an AI assistant that acts as a "home autopilot," enhancing user interaction within the ecosystem [6] Business Models and Value - Companies with ecosystem integration capabilities are expected to capture over 50% of the new revenue in the smart mobility and home integration market [7] - The "Human-Vehicle-Home" ecosystem fosters strong user engagement and collaborative effects, transitioning competition from individual products to ecosystem-based competition [7] - Midea's partnership with BYD not only expands product application scenarios but also allows for reaching more users through mobile terminals [7] User Experience - The "Human-Vehicle-Home" ecosystem enhances user convenience and comfort, allowing for dual control of home appliances from vehicles and vice versa, as well as automated scene triggers based on geofencing technology [8] - The development of this ecosystem faces challenges such as the need for unified technical standards, data security, and coordination in cross-industry collaborations [8]