证券代码：002508 证券简称：老板电器 杭州老板电器股份有限公司 公司将洗碗机视为未来有望向烟灶体量看齐的核心成长 品类，但判断需要一个较长的培育周期。公司重点打造"光 焱洗碗机"等系列产品，从清洗效果、消杀能力、空间利 用和使用便捷性等多个维度持续迭代，兼顾新装与改造场 景，让更多家庭愿意尝试并形成使用习惯。在燃气热水器 方面，公司依托每年可观的烟机销售规模，重点提升热水 器与烟机的配套率，以此带动热水器业务成倍增长。围绕 "烹饪生态"，公司也在探索更多与厨房场景高度相关的 配套产品与服务，通过与专业烹饪伙伴合作，强化在家庭 烹饪场景中的整体专业形象。 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他（） 参与单位名称及 人员姓名 国联民生证券：管泉森 南方基金：孙鲁闽、吴冉劼、刘祎、尹力、赵舜、李想 时间 2025 年 12 月 2 日 地点 公司会议室 上市公司接待人 员姓名 任富佳、王刚、陶一荻 投资者关系活动 主要内容介绍 1、在存量市场中，公司对渠道结构和终端运营有哪些重点思 路 ...

Core Insights - Vatti, a high-end kitchen appliance brand from China, won two Red Dot Best of the Best awards for its innovative products, Magic Cooking Center 2.0 and Artist-Light Kitchen Series Sideboards, marking its third consecutive year of recognition in this prestigious international design competition [1][5][6] Design Awards - The Red Dot Best of the Best award is considered the "Oscar" of industrial design, alongside Germany's iF Award and the USA's IDEA Award, highlighting its global authority and influence [1][4] - The award selection process is known for its rigorous standards, attracting thousands of entries from over 60 countries each year, with winners demonstrating excellence in design aesthetics, ergonomics, innovation, practicality, and environmental sustainability [4] Product Innovations - The Magic Cooking Center 2.0 features "hidden innovation" that expands the aesthetic and functional boundaries of kitchen space, incorporating advanced smart technology such as built-in cameras and AI algorithms for real-time ingredient analysis and cooking guidance [5][6] - The Artist-Light Kitchen Series Sideboards emphasizes "space integration," breaking the boundaries between traditional kitchen appliances and home decor, utilizing minimalist design and eco-friendly materials to enhance both durability and aesthetic appeal [5][6] Market Trends - The kitchen appliance market is evolving towards "integrated invisibility," focusing on creating a sense of space and seamless integration into home environments, driven by consumer demand for multifunctional and aesthetically pleasing kitchen solutions [6][8] - As consumer expectations for home quality rise, especially among the Z generation, trends in kitchen design are shifting towards "smart, integrated, green, and artistic" solutions, with Vatti committed to exploring innovative possibilities in kitchen and home integration [8]

Core Insights - The 2025 Red Dot Design Award results highlight the increasing global recognition of Chinese brands, particularly Vatti, which won two Best of the Best awards for its innovative products [1][3] - Vatti has achieved this prestigious recognition for three consecutive years, showcasing its continuous innovation and leadership in industrial design [3] Product Highlights - Vatti's Magic Cooking Center 2.0 features "hidden innovation" and expands the aesthetic and functional boundaries of kitchen design, integrating advanced smart technology for real-time ingredient analysis and cooking guidance [4][5] - The Artist-Light Kitchen Series Sideboards emphasizes "space integration," breaking traditional boundaries between kitchen appliances and home decor, while promoting a minimalist design and using eco-friendly materials [4][5] Market Trends - The kitchen appliance market is evolving towards "integrated invisibility," driven by consumer demand for products that blend seamlessly into home environments, reflecting a shift in consumer expectations [5][6] - The focus on creating a "healing space" in kitchens indicates a broader trend where kitchen appliances are not just functional but also enhance overall home quality [6] Future Directions - As consumer demands for home quality rise and Generation Z becomes a key consumer group, trends in kitchen design are expected to center around "intelligent, integrated, green, and artistic" elements [8] - Vatti aims to explore more possibilities in kitchen and home integration, leveraging innovative products to advance the industry and enhance user experiences globally [8]

Core Insights - The 34th China Chef Festival and 2025 China Culinary and Catering Expo successfully concluded in Suzhou, attracting over 100,000 visitors in the first two days and featuring over 700 exhibitors and 1,220 competitors from around the world [1] Group 1: Event Overview - The event transformed the Suzhou International Expo Center into a "food hub" with a 40,000 square meter exhibition area [1] - The festival aimed to promote Suzhou as a "World Food Capital" [1] Group 2: Culinary Experience - The festival offered free tasting and learning opportunities, showcasing a variety of regional cuisines from across China, including traditional dishes and local specialties [2] - Exhibitors provided unique food items, such as vacuum-packed snacks and local delicacies, which attracted large crowds [2][3] Group 3: Cultural Exchange and Innovation - The event highlighted the integration of traditional and innovative culinary practices, with demonstrations from renowned chefs showcasing local Suzhou dishes [4][5] - The use of technology in cooking was also featured, with a robot chef demonstrating the preparation of traditional Suzhou dishes [5] Group 4: International Collaboration - The festival served as a platform for international dialogue, hosting representatives from over 20 countries and regions to discuss the development of the culinary industry [6] - Forums on topics such as restaurant chain development and international market strategies were held concurrently, emphasizing the industry's growth and transformation [6] Group 5: Competitions and Recognition - The event included the World Culinary Championship, featuring 428 chefs from 9 countries and regions, showcasing the competitive spirit and culinary skills [7] - The integration of the 2025 "Su Flavor" culinary competition with the festival aimed to elevate local cuisine on a broader stage [7]