Core Viewpoint - The appliance trade-in subsidy policy has shown significant effects on consumer electronics, with notable sales increases despite the policy transitioning from a burst effect to a normalized state [2][3]. Group 1: Policy Impact - The national subsidy policy has maintained a strong influence on appliance sales, with sales during the May 1-5 period reaching 460 million yuan, a 43.8% increase compared to last year's Golden Week [3]. - Cumulatively, the trade-in program has generated 11.81 billion yuan in sales since its inception, with government subsidies amounting to 1.98 billion yuan [3]. - The policy has led to an increase in demand for quality-of-life appliances, with companies introducing innovative products like cleaning appliances and dishwashers at lower prices due to subsidies [3]. Group 2: Future Outlook - Different perspectives exist regarding the future of appliance consumption, with some experts predicting a downturn post-promotional periods due to a decline in consumer willingness rather than ability [4]. - The appliance industry is seen as entering a phase of upgrading existing products rather than merely increasing sales volume, with a shift towards improving lifestyle through integrated solutions rather than individual products [5]. - Key opportunities identified include policy support for industrial demand expansion, positive consumer response to trade-in policies, and a shift towards experience-driven consumption [4]. Group 3: Market Dynamics - The market is transitioning from a focus on basic needs to a greater emphasis on improvement needs, with consumers seeking comprehensive solutions for their living spaces rather than standalone products [5]. - Companies are adapting their service offerings to meet the evolving consumer expectations, focusing on providing holistic solutions that enhance quality of life [5].

导 语：海尔智家Q1业绩的超预期表现，既是其全球化战略与用户思维的阶段性成果，也为家电行业的战局'升维'拉开序幕。 作为一个以自有品牌出海的中国家电品牌，海尔智家能让世界各地的用户都有满意的使用体验，难度不可谓不大。 比如在节能环保最严苛的欧洲，用户对于家电的选择会以环保节能为主。基于这样的用户需求，海尔智家推出的X11洗衣机，比欧洲A级能耗节能 60%。 在东南亚地区，用户的需求又有了明显的差异。由于当地气候炎热，空调几乎一年四季不停，因此节能省电成为用户的一大需求。海尔智家推出的 UV COOL VOICE系列空调，可以通过AI节能功能，实现电量可视化，为当地用户提供节能省电的解决方案。 而在中东非地区，气候炎热干燥，尤其是夏季，温度常常突破40度以上，甚至在一些极端情况下，温度可以达到50度。而大多数空调在高温下无法 正常运转，海尔智家推出的uvc变频空调就解决了这一难题。 全球用户的细分需求也正在被海尔智家挖掘。在沙特，用户戴头巾、着长袍的穿衣传统下，海尔智家研发出了具有大袍子洗程序的超大筒径洗衣 机；在泰国，"会洗澡"的空调解决了当地人的空调清洗难题等等。 4月29日，海尔智家发布了2025一季报。 ...

Core Viewpoint - The article discusses the transformation of the home appliance industry towards AI integration, highlighting the shift from mere marketing gimmicks to practical applications of AI technology in products [4][8]. Group 1: AI Integration in Home Appliances - The current trend in "AI home appliances" can be summarized with two keywords: "scenario-based" and "non-intrusive" [4][5]. - Scenario-based AI applications allow appliances to monitor cooking states and provide real-time feedback, such as reminding users when to stir or adjust heat levels [4][11]. - Non-intrusive applications enable devices to operate independently without user intervention, such as smart locks that detect unusual activity and alert users [5][6]. Group 2: Innovations from Major Companies - Haier's "AI Eye" technology, showcased at the AWE 2025, integrates voice and visual recognition across various appliances, enhancing user experience by automating tasks like washing and cooking [10][11]. - Hisense's AI system covers air conditioning, laundry, and cooking, with innovations like adaptive sound and light adjustments based on user presence [17][19]. - Startups like MOVA are focusing on solving specific pain points, such as noise reduction in cleaning devices and intelligent floor cleaning solutions [20][22]. Group 3: Embodied Intelligence in Home Appliances - The concept of embodied intelligence is emerging in home appliances, with companies like Fotile showcasing robotic arms for cooking tasks [22][25]. - Haier is also exploring robotic arms for laundry, demonstrating potential for automation in household chores [26][30]. - The advancements in robotic technology indicate a future where embodied intelligence could become commonplace in home environments [31].

Group 1 - The core viewpoint of the article emphasizes the transformative impact of AI large models, particularly DeepSeek, on the home appliance industry, enabling a shift towards intelligent and proactive services in smart home devices [1][15][24]. - The evolution of AI home appliances is categorized into three main stages: the voice interaction era ("hearing"), the perception decision era ("seeing"), and the autonomous action era ("doing"). The industry is currently in the second stage, characterized by significant breakthroughs in AI visual technology [2][16][27]. - The current "seeing" stage is marked by three revolutions in user experience, technology restructuring, and scene evolution, leading to a shift from passive response to proactive service [4][17][35]. Group 2 - User experience has evolved from operating appliances to having needs met seamlessly, driven by advancements in spatial, temporal, and emotional dimensions of interaction [5][36][39]. - Technological upgrades in AI appliances involve the integration of multimodal perception, cloud-edge collaboration, and adaptive optimization, enhancing autonomous decision-making capabilities [5][41][45]. - Scene evolution is facilitated by AI technology, enabling data intelligence and deep collaboration among devices, transitioning from isolated operation to interconnected smart scene ecosystems [5][48][49]. Group 3 - Haier Smart Home exemplifies the integration of AI technology, particularly through its "AI Eye," which enhances appliance functionality and creates a new standard for smart homes [6][58]. - The "AI Eye" technology allows appliances to possess proactive observational capabilities, enabling them to recognize user needs and environmental conditions, thus transitioning from passive to active service [7][59]. - Haier's comprehensive smart home solutions, such as the "1+3+5+N" model, illustrate the interconnectedness of various appliances, allowing for seamless collaboration across different home scenarios [5][50][60]. Group 4 - Future AI home appliances are expected to achieve full-scene autonomous collaboration and ubiquitous intelligence, reshaping lifestyles through a highly coordinated smart ecosystem [8][18]. - The integration of household robots is anticipated to enhance the capabilities of AI appliances, enabling them to perform complex tasks autonomously and redefine household management [8][32][33].