Group 1 - Xiaomi's recent success with the Yu7 model, achieving over 200,000 units sold in just three minutes, solidifies its leadership in the 3C product sector and positions it strategically in the new energy vehicle market [1] - The trend of integrating full-category layouts with deep technological innovation is not unique to Xiaomi but is a common strategy among industry leaders [1][3] - Haier has transformed from a traditional appliance manufacturer to a builder of a "smart home" ecosystem, while Huawei has expanded from communication equipment to consumer electronics and smart vehicles, showcasing a similar multi-category approach [3] Group 2 - Jomoo has signed a strategic cooperation agreement with Haier to enhance their smart home business, aiming to create a fully interconnected smart home ecosystem that aligns with national strategies [3] - During the 618 shopping festival, Jomoo achieved significant sales, leading the market in smart toilet sales with a market share far exceeding its closest competitors [4] - Jomoo's comprehensive product strategy includes not only smart toilets and sanitary ceramics but also extends to showerheads, bathroom cabinets, and hardware, meeting consumer demand for one-stop solutions [5] Group 3 - The concept of economies of scope suggests that companies producing multiple related products can achieve lower unit costs, which is reshaping competitive dynamics across industries [6] - Jomoo's strategy aligns with this theory, leveraging its technological advancements across its entire product line to create a multiplier effect in competition [7] - Jomoo's early entry into the smart toilet market and its extensive patent portfolio have positioned it as a leader in the industry, with over 20,000 patents by the end of 2023 [7][10] Group 4 - Jomoo's innovative technologies, such as the "full waterway sterilization" system and ultra-quiet toilet designs, have set new industry standards and enhanced its competitive edge [10][19] - The company has initiated a project with the Gates Foundation to develop a waterless toilet, addressing global sanitation challenges and showcasing its technological prowess [19] - Jomoo's commitment to R&D, investing over 10% of its sales annually, has resulted in significant advancements in cleaning technology and health monitoring capabilities [15][19] Group 5 - The shift towards digitalization and globalization is driving transformation in the bathroom industry, with Jomoo leading the charge through smart manufacturing and global market expansion [21][27] - Jomoo's smart factory utilizes 5G technology and automation to enhance production efficiency and sustainability, setting industry benchmarks [21][26] - The company's AI-driven product innovations, such as the AI BATH solution, are redefining user experiences in the bathroom sector [25] Group 6 - Jomoo's brand value has reached 181.286 billion yuan, reflecting its growing market position and the increasing recognition of Chinese brands on the global stage [28] - The company's multi-category strategy, technological leadership, and commitment to digitalization and globalization are reshaping the competitive landscape of the bathroom industry [28]

Group 1 - The third National Postdoctoral Innovation and Entrepreneurship Competition will be held in Quanzhou, Jinjiang in mid-October, aiming to attract more high-quality talent and projects [1][3] - Jomoo Group has established a postdoctoral workstation since 2018, currently hosting 4 postdoctoral researchers, and has invested in over 100 patents to support its smart toilet production [3][5] - Anta Group's postdoctoral team focuses on converting "sports science" into "product competitiveness," with a project on AI-enabled shoe design participating in the upcoming competition [5][6] Group 2 - Quanzhou has implemented various talent policies to support the development of postdoctoral careers, including financial incentives for projects that land in the city from the competition [6] - By March 2025, Quanzhou aims to establish 30 national postdoctoral research workstations and 26 provincial innovation practice bases across key industries such as information technology, textiles, and intelligent manufacturing [6]

Core Insights - The smart shower market in China is projected to reach approximately 6.09 billion yuan by 2024, driven by advancements in technology and increasing consumer demand for high-quality living experiences [1][16] - Smart showers integrate features such as automatic temperature control, smart cleaning, and automatic drainage, enhancing user comfort and extending product lifespan [1][16] - The industry is experiencing significant growth due to the dual drivers of technological progress and consumption upgrades, particularly with the empowerment of emerging technologies like 5G and IoT [1][16] Industry Overview - Smart showers, also known as showerheads, are categorized by various forms, water output methods, installation heights, and control methods, with smart showers being a key segment [3] - The high-end market for smart showers is dominated by international brands like Kohler and Moen, while domestic brands lead the mid-to-high-end market [19] Market Size and Growth - The demand for smart showers in China has grown from 1.57 million units in 2017 to 5.65 million units in 2024, with a compound annual growth rate (CAGR) of 20.05% [15] - The overall smart home market in China is expected to grow from 325.47 billion yuan in 2017 to 876.74 billion yuan in 2024, with a CAGR of 15.21% [9] Policy Support - The Chinese government has implemented various policies to support the development of smart home products, including smart showers, aiming to enhance consumer spending and promote upgrades in home appliances [7][9] - Specific measures include subsidies for home renovations and the promotion of smart home consumption [7][9] Technological Advancements - Smart showers utilize IoT technology, incorporating devices such as smart temperature and humidity sensors, smart valves, and smart flow meters to enable remote and automated control [5][15] - Future innovations will focus on enhancing core functionalities, such as precise temperature control and the integration of health monitoring features [26] Competitive Landscape - Key players in the smart shower market include Arrow Home, Xiaomi Group, Huida Sanitary Ware, and others, each leveraging unique strengths to capture market share [1][19][20] - The competitive landscape is characterized by a mix of international and domestic brands, with local companies increasingly focusing on innovation and quality to meet consumer demands [19][20] Industry Chain - The smart shower industry chain includes upstream raw materials like copper and aluminum, midstream manufacturing, and downstream applications in home renovation and smart home integration [11][12]

Core Viewpoint - The company is redefining the future of home comfort through the integration of HarmonyOS technology in smart bathroom solutions, creating a seamless and intelligent user experience. Group 1: Seamless Integration and User Experience - The company utilizes HarmonyOS technology to enable seamless collaboration between bathroom devices and the entire smart home ecosystem, allowing for a "no-sense" experience where devices respond automatically to user actions, such as unlocking a smart door lock [1] - Multi-modal interaction is achieved by integrating various devices like Huawei speakers, mobile apps, and smart panels, allowing users to control their home environment effortlessly through voice commands [3] - Personalized scenarios can be created based on user habits, such as pre-setting water temperature and lighting for different times of the day, enhancing the overall user experience [4] Group 2: Health and Energy Efficiency - The company addresses health and safety concerns by implementing innovative technologies such as UVC sterilization in smart toilets and real-time air quality monitoring in bathrooms, ensuring a safe environment for families [6] - Energy-saving features include automatic management of bathroom devices, such as delayed shut-off for heating and drying functions, promoting both safety and environmental sustainability [8] - Customizable flushing durations for smart toilets allow users to set specific times for water usage, reducing energy waste based on household needs [9] Group 3: Smart Bathroom 3.0 Era - The concept of Smart Bathroom 3.0 was introduced, emphasizing the importance of understanding user needs and enhancing scene experiences in smart home environments [9] - The company aims to capture personalized demands through advanced sensing technologies, providing tailored services that enhance comfort and convenience [11] - A multi-sensory atmosphere is created in smart bathrooms through the integration of lighting, music, temperature, and fragrance, offering an immersive bathing experience [12] Group 4: Industry Innovation and Future Vision - The company's initiatives reflect a proactive response to the "Good House" policy, marking the transition of smart home technology from mere functionality to comprehensive scene services [13] - The brand's commitment to innovation and collaboration with industry partners aims to create a holistic vision of intelligent living [14]